Electronics and Semiconductor Manufacturing Industry

[FalconSlayers]

View: https://x.com/SwarajyaMag/status/1849410255232364703

 

[FalconSlayers]

View: https://x.com/UpdatesChennai/status/1833333950015488351?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1833333950015488351%7Ctwgr%5E%7Ctwcon%5Es1_c10&ref_url=

View: https://x.com/UpdatesChennai/status/1833336094554738905?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1833336094554738905%7Ctwgr%5E%7Ctwcon%5Es1_c10&ref_url=

Spoiler

View attachment 8961

Jabil to build 2 more electronics components plants.

View: https://x.com/lakshmishaks/status/1849672517256196389



View: https://x.com/lakshmishaks/status/1849679815324074032

 

[FalconSlayers]

 

[FalconSlayers]

Dixon's new display plant will be in Greater Noida

 

[ArjunMK1A]

Dixon's new display plant will be in Greater Noida
View attachment 13265

Damn. Within 12 months they are going to start Production.

 

[SlayingHell]

Damn. Within 12 months they are going to start Production.

We are not used to private companies efficiency and timelines. 5 years, 10 years, 15 years timelines are for PSUs and Gormint companies.

 

[shade2]

Dixon's new display plant will be in Greater Noida
View attachment 13265

This is a PRChinese company, Dixon owns 74% of the JV

Dixon Tech enters into term sheet with HKC to manufacture Liquid Crystal Modules - CNBC TV18

HKC develops and manufactures semiconductor display panels and other core display devices and intelligent display terminals.

www.cnbctv18.com

Hope they are able to absorb all the tech before the next salami slicing starts

 

[crazywithmath]

This is a PRChinese company, Dixon owns 74% of the JV

Dixon Tech enters into term sheet with HKC to manufacture Liquid Crystal Modules - CNBC TV18

HKC develops and manufactures semiconductor display panels and other core display devices and intelligent display terminals.

www.cnbctv18.com

Hope they are able to absorb all the tech before the next salami slicing starts

Sunil Vachani is killing it! After all these years of groveling and kneeling before multiple Ministers and babus, getting laughed on the face in response and being mocked for his domestic manufacturing plans that sounded too 'ambitious' when being a 'Micromax' was the norm; man has finally found his niche. Those who bought Dixon in early 2020 (when there were strong rumors of PLI and all that) have probably made a fortune out of it.

 

[Azaad]

Sunil Vachani is killing it! After all these years of groveling and kneeling before multiple Ministers and babus, getting laughed on the face in response and being mocked for his domestic manufacturing plans that sounded too 'ambitious' when being a 'Micromax' was the norm; man has finally found his niche. Those who bought Dixon in early 2020 (when there were strong rumors of PLI and all that) have probably made a fortune out of it.

Not a market player in the least but if you are check out Amber . They're going places

 

[shade2]

Sunil Vachani is killing it! After all these years of groveling and kneeling before multiple Ministers and babus, getting laughed on the face in response and being mocked for his domestic manufacturing plans that sounded too 'ambitious' when being a 'Micromax' was the norm; man has finally found his niche. Those who bought Dixon in early 2020 (when there were strong rumors of PLI and all that) have probably made a fortune out of it.

Yea most of these ESDM shops here are like 20-30 years in the business, mostly scraping by since the 90s liberalisation since there was no Govt support for exports and domestic manufacturing surviving inspite of "it's so over".

Now everyone is having a "we're so back" moment

 

[FalconSlayers]

Sunil Vachani is killing it! After all these years of groveling and kneeling before multiple Ministers and babus, getting laughed on the face in response and being mocked for his domestic manufacturing plans that sounded too 'ambitious' when being a 'Micromax' was the norm; man has finally found his niche. Those who bought Dixon in early 2020 (when there were strong rumors of PLI and all that) have probably made a fortune out of it.

Yup, their revenues growing in triple digits and are expanding crazily.

 

[bakofbakchod]

Dixon is doing what 100s of companies in China/Taiwan companies in china have been doing since the late 90s. Build large scale facility equipped with modern SMT lines, cleanrooms and testing facilities. local and foreign companies/brands then will give contracts and the OEM/ODM provide manufacturing services based on the needs of their clients. Due to their scale, they can guarantee certain costs/quality, making it a worthwhile venture for them. By producing large volumes, the OEM can reduce the cost per unit. Higher production levels spread fixed costs over more units, improving margins. Remember this is an extremely low margin industry, with majority of companies making 5% margin maximum (Dixon themselves are at 3% currently). At least we finally have 1 company in India that understands the importance of scale. It is also good that all of Dixon's expansion so far is in Noida. Close to cargo facilities that can ship out products for export in the future

Sunil Vachani is killing it! After all these years of groveling and kneeling before multiple Ministers and babus, getting laughed on the face in response and being mocked for his domestic manufacturing plans that sounded too 'ambitious' when being a 'Micromax' was the norm; man has finally found his niche. Those who bought Dixon in early 2020 (when there were strong rumors of PLI and all that) have probably made a fortune out of it.

 

[concard]

Dixon is doing what 100s of companies in China/Taiwan companies in china have been doing since the late 90s. Build large scale facility equipped with modern SMT lines, cleanrooms and testing facilities. local and foreign companies/brands then will give contracts and the OEM/ODM provide manufacturing services based on the needs of their clients. Due to their scale, they can guarantee certain costs/quality, making it a worthwhile venture for them. By producing large volumes, the OEM can reduce the cost per unit. Higher production levels spread fixed costs over more units, improving margins. Remember this is an extremely low margin industry, with majority of companies making 5% margin maximum (Dixon themselves are at 3% currently). At least we finally have 1 company in India that understands the importance of scale. It is also good that all of Dixon's expansion so far is in Noida. Close to cargo facilities that can ship out products for export in the future

They should take land in Gujarat which has access to Mundra port. They can ship out products even cheaper and faster. With Noida they have access to only air freight.

 

[shade2]

They should take land in Gujarat which has access to Mundra port. They can ship out products even cheaper and faster. With Noida they have access to only air freight.

I'd assume they export/import via the ports since Noida is connected to all other cities of the land via road and maybe rail( not sure ).

Air freight is just too expensive.

Anyway Noida is the only exception for manufacturing, most people just choose Chennai or one of the surrounding towns/cities
Because Port

 

[FalconSlayers]

I'd assume they export/import via the ports since Noida is connected to all other cities of the land via road and maybe rail( not sure ).

Air freight is just too expensive.

Anyway Noida is the only exception for manufacturing, most people just choose Chennai or one of the surrounding towns/cities
Because Port

Saar, Noida has Dadri nearby in Greater Noida, that's where the Western Dedicated Freight Corridor originates.

Western Dedicated Freight Corridor - Wikipedia

en.wikipedia.org

 

[ezsasa]

They should take land in Gujarat which has access to Mundra port. They can ship out products even cheaper and faster. With Noida they have access to only air freight.

their export market is towards east.

Supply Chain Data Of Dixon Technologies India Ltd Company Profile | Trademo

Find shipment details and trends, top products imported and exported, buyers, suppliers, contact details of Dixon Technologies India Ltd, and much more with Trademo

www.trademo.com

 

[Azaad]

View: https://twitter.com/DivaJain2/status/1850713295142936989?s=19

 

[SKC]

Dixon is doing what 100s of companies in China/Taiwan companies in china have been doing since the late 90s. Build large scale facility equipped with modern SMT lines, cleanrooms and testing facilities. local and foreign companies/brands then will give contracts and the OEM/ODM provide manufacturing services based on the needs of their clients. Due to their scale, they can guarantee certain costs/quality, making it a worthwhile venture for them. By producing large volumes, the OEM can reduce the cost per unit. Higher production levels spread fixed costs over more units, improving margins. Remember this is an extremely low margin industry, with majority of companies making 5% margin maximum (Dixon themselves are at 3% currently). At least we finally have 1 company in India that understands the importance of scale. It is also good that all of Dixon's expansion so far is in Noida. Close to cargo facilities that can ship out products for export in the future

Not just Noida, they have expanded in Ludhiana too with a 300cr plant opened recently. Ludhiana also benefits from Eastern Dedicated Freight Corridor.​

 

[FalconSlayers]

3rd largest supplier here doesn't mean 3rd largest supplier of iPhones, but 3rd largest supplier of components.

View: https://x.com/lakshmishaks/status/1851153025508774065

 

[sameer]

View: https://x.com/epic_bengaluru/status/1851129419571597556

Apple tests Aequs in latest India supply chain push

Karnataka-based Aequs Group is currently undergoing a trial period to be officially recognised as an Apple supplier. The company, known for manufacturing a wide range of products including toys, consumer durable goods, and aerospace parts, has the potential to become the second Indian company to...

economictimes.indiatimes.com

Apple Ships $6 Billion of iPhones From India in Big China Shift

Apple Inc.’s iPhone exports from India jumped by a third in the six months through September, underscoring its push to expand manufacturing in the country and reduce dependence on China.

www.bloomberg.com