Electronics and Semiconductor Manufacturing Industry

[FalconSlayers]

 

[shade2]

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PCB manufacture is def good news.
Current (((value addition))) is just soldering imported chips to imported PCB using imported machines( or maybe workers )

 

[bakofbakchod]

PCB manufacture is def good news.
Current (((value addition))) is just soldering imported chips to imported PCB using imported machines( or maybe workers )

not true. PCBs are the only thing being manufactured currently in all these assembly sweatshops, using imported machines. The actual materials of the PCBs are of course imported, but the soldering, etching etc all takes place. What india actually needs is dozens of large scale PCB companies making them at scale across the country. Even today it is cheaper and faster to fabricate your custom PCBs from China (jlcpcb etc) than local companies.


View: https://x.com/TiwariRishik/status/1838879794563592389

 

[shade2]

not true. PCBs are the only thing being manufactured currently in all these assembly sweatshops, using imported machines. The actual materials of the PCBs are of course imported, but the soldering, etching etc all takes place. What india actually needs is dozens of large scale PCB companies making them at scale across the country. Even today it is cheaper and faster to fabricate your custom PCBs from China (jlcpcb etc) than local companies.


View: https://x.com/TiwariRishik/status/1838879794563592389

Cheenis have high volume manufacturing.
Our guys have no volume at all.

Inshallah it should change, for big companies it's better to have local PCB suppliers than cheeni.

 

[FalconSlayers]

Solar industry in India. By 2026, Indian companies will have a capacity of 172GW of modules, 80GW of cell and ~50GW of wafer/ingot and ~30GW of polysilicon, from the current capacity of 77GW, 7.6GW, 2GW and 0GW respectively. Brutal module overcapacity incoming.

These are all the announced ones where construction is already underway or approved by the company. New ones are being announced every other day. 1 area where india is completely absent is the machinery to make cells,modules etc. Fully imported from cheen

From @bakofbakchod

View: https://x.com/bakchodgang1/status/1843989404962226233

 

[Suryavanshi]

Solar industry in India. By 2026, Indian companies will have a capacity of 172GW of modules, 80GW of cell and ~50GW of wafer/ingot and ~30GW of polysilicon, from the current capacity of 77GW, 7.6GW, 2GW and 0GW respectively. Brutal module overcapacity incoming.

These are all the announced ones where construction is already underway or approved by the company. New ones are being announced every other day. 1 area where india is completely absent is the machinery to make cells,modules etc. Fully imported from cheen

From @bakofbakchod


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The gujarat stats are mind boggling, good for them.

 

[shade2]

Solar industry in India. By 2026, Indian companies will have a capacity of 172GW of modules, 80GW of cell and ~50GW of wafer/ingot and ~30GW of polysilicon, from the current capacity of 77GW, 7.6GW, 2GW and 0GW respectively. Brutal module overcapacity incoming.

These are all the announced ones where construction is already underway or approved by the company. New ones are being announced every other day. 1 area where india is completely absent is the machinery to make cells,modules etc. Fully imported from cheen

From @bakofbakchod


View attachment 11737View attachment 11738View attachment 11739

Can't have the whole supply chain at once unless it's some Govt project backed by big $$$, manufacturing solar panels from ingot/wafer level here is still progress as compared to PHOOL IMPORT SAAR from cheen

 

[Azaad]

Can't have the whole supply chain at once unless it's some Govt project backed by big $$$, manufacturing solar panels from ingot/wafer level here is still progress as compared to PHOOL IMPORT SAAR from cheen

Time to introduce PLI for mfg those machines in the solar industry sector now. That's how you close the loop & build a backward integrated end to end supply chain. Replicate it in every other industrial sector then to the extent possible. The template of China's before you. All you've to do is emulate it

 

[Abhijeet]

View: https://x.com/DDNewslive/status/1843582197225459944

Taiwan eyes $15 billion investment in India’s electronics and EV sectors, says FICCI

https://www.manufacturingtodayindia.com/taiwan-eyes-15-billion-investment-in-indias-electronics-and-ev-sectors-says-ficci