Electronics and Semiconductor Manufacturing Industry

[TopWatcher]

Even if we catch 50% of global assembly in India that going to be big achievement.

 

[FalconSlayers]

Damson Technologies Inaugurates State-of-the-Art Manufacturing Facility

Damson Technologies, a prominent name in computer peripherals, mobile accessories, and lifestyle products, has announced.

timestech.in

 

[FalconSlayers]

Govt to offer up to $5 billion in incentives to local electronics firms, wean off China

The finance ministry will approve the scheme's final allocation soon, the first official added, with the sources expecting it to be launched in the next 2-3 months.

Read more at:

Govt to offer up to $5 bn in incentives to local electronics firms, wean off China

India is planning to offer up to $5 billion in incentives to local electronics companies. The goal is to boost domestic production of components for devices like mobiles and laptops. This initiative aims to reduce reliance on imports, particularly from China, and strengthen India's position in...

economictimes.indiatimes.com

India is aiming to expand its electronics manufacturing to $500 billion by the fiscal year 2030, including production of components worth $150 billion, according to the government's top policy think tank Niti Aayog.

Is 30% the best we can get in value add?

 

[shade2]

Govt to offer up to $5 billion in incentives to local electronics firms, wean off China

The finance ministry will approve the scheme's final allocation soon, the first official added, with the sources expecting it to be launched in the next 2-3 months.

Read more at:

Govt to offer up to $5 bn in incentives to local electronics firms, wean off China

India is planning to offer up to $5 billion in incentives to local electronics companies. The goal is to boost domestic production of components for devices like mobiles and laptops. This initiative aims to reduce reliance on imports, particularly from China, and strengthen India's position in...

economictimes.indiatimes.com

PMP 2 : Electronic Boogaloo

Is 30% the best we can get in value add?

Yes i think unless we start producing semiconductors.
ofc the type of chips, display and camera module that goes in a particular phone depends on the BOM that the manufacturer's enginiggering team makes, and ofc we can't produce all the types of chips in the world, even chinks have to let those be imported

 

[Anants]

njoy

@shade2 @Azaad @ezsasa @Ayan Barat @Blood+


View: https://www.youtube.com/watch?v=XoUDySQ_YGg

 

[Azaad]

njoy

@shade2 @Azaad @ezsasa @Ayan Barat @Blood+


View: https://www.youtube.com/watch?v=XoUDySQ_YGg

Saw it a couple of days back . Wanted to link it here but got caught up in work. Tells us of the huge mountain or mountains we've to conquer to be any where close to being atma nirbhar & we haven't even begun in most areas barring SMC fabrication . Whether we get there or not is another topic altogether .

At least the Chinese to their credit have gotten into the game & made some progress though they're miles away from their destination & there's realistically no chance of them getting there at least as far as constructing the entire ecosystem around the SMCs go .

Part of it is in the nature of the beast , part of it is thanks to western sanctions & part of it is the utter failure of CCP in cultivating friends & allies. Here's more on that -



View: https://youtu.be/M_rJX-OUzEw?si=o6X41TqyJSCIxAqJ

 

[Anants]

And now see previous post speculations play out..
@shade2 @Azaad @ezsasa @Ayan Barat @Blood+

https://swarajyamag.com/business/us-indictment-of-adani-many-lessons-to-be-learnt-by-modi-government-and-big-business

 

[Anants]

Saw it a couple of days back . Wanted to link it here but got caught up in work. Tells us of the huge mountain or mountains we've to conquer to be any where close to being atma nirbhar & we haven't even begun in most areas barring SMC fabrication . Whether we get there or not is another topic altogether .

At least the Chinese to their credit have gotten into the game & made some progress though they're miles away from their destination & there's realistically no chance of them getting there at least as far as constructing the entire ecosystem around the SMCs go .

Part of it is in the nature of the beast , part of it is thanks to western sanctions & part of it is the utter failure of CCP in cultivating friends & allies. Here's more on that -



View: https://youtu.be/M_rJX-OUzEw?si=o6X41TqyJSCIxAqJ

Exactly mate.. Chinese having slept so closely with west, they exactly copied all modus operandi of west while simultaneously isolating from itself from west machinations. They have done excellent future planning for protecting sovereignty from external and internal threats (its other matter - societal tiredness from surveillance state shall cause turmoil in China within sometime in future - and nothing else).

 

[Azaad]

And now see previous post speculations play out..
@shade2 @Azaad @ezsasa @Ayan Barat @Blood+

https://swarajyamag.com/business/us-indictment-of-adani-many-lessons-to-be-learnt-by-modi-government-and-big-business

In the short term as long as China's around we can't do jack to the US in terms of data protection or de dollarisation or building up our own systems in IT & related services which is the reason the upcoming war between these two evils is not just necessary , it is vital for the larger well being of the world especially from our own PoV.

The US is drunk on its own power estranging allies putting off potential friends & making enemies out of fence sitters. They've essentially gone beserk since the 2000s in ways they haven't been right through the Cold War for obvious reasons. There has to be a fall & a great one . I'm counting on China to precipitate it even if they themselves go up in flames much like Germany did last century & took down two of the world's then super powers - UK & France along with it thereby aiding in birthing a new world order.

 

[Anants]

In the short term as long as China's around we can't do jack to the US in terms of data protection or de dollarisation or building up our own systems in IT & related services which is the reason the upcoming war between these two evils is not just necessary , it is vital for the larger well being of the world especially from our own PoV.

The US is drunk on its own power estranging allies putting off potential friends & making enemies out of fence sitters. They've essentially gone beserk since the 2000s in ways they haven't been right through the Cold War for obvious reasons. There has to be a fall & a great one . I'm counting on China to precipitate it even if they themselves go up in flames much like Germany did last century & took down two of the world's then super powers - UK & France along with it thereby aiding in birthing a new world order.

And problem is exactly mate We are always counting on things and luck to play out.. so that starts align someday for us. Stars wont align until we adjust align and readjust our telescope and looked things in perspective and plan out in accordingly and not in pieces and parcels. This is not era of war because for us its era of perennial elections...

We cant have deep state - because we have grown or rather made to understand patriotism is Bad and *Globalism is good(*not in the sense China understood)

 

[shade2]

And problem is exactly mate We are always counting on things and luck to play out.. so that starts align someday for us. Stars wont align until we adjust align and readjust our telescope and looked things in perspective and plan out in accordingly and not in pieces and parcels. This is not era of war because for us its era of perennial elections...

We cant have deep state - because we have grown or rather made to understand patriotism is Bad and *Globalism is good(*not in the sense China understood)

What he's describing though is an inevitability under 11, Jinpig
However if 11, Jinpig and his loyalists are somehow removed, this scenario won't play out, it will be another 100 years of the Amerimutt Reich till God personally steps in to finish it once and for all.

CCP has a faction within it which is fully for No Limits Dhandho, Xi overthrew this faction but it's many adherents are now underground, pretending to be loyal to 11, Jinpig

 

[Anants]

What he's describing though is an inevitability under 11, Jinpig
However if 11, Jinpig and his loyalists are somehow removed, this scenario won't play out, it will be another 100 years of the Amerimutt Reich till God personally steps in to finish it once and for all.

CCP has a faction within it which is fully for No Limits Dhandho, Xi overthrew this faction but it's many adherents are now underground, pretending to be loyal to 11, Jinpig

Shade What he is saying may inevitability.. but that inevitability wont happen before subduing India as the variability factor in power balancing equation by either power. There is no escape for India by being closing eyes and counting on luck and stars. And yes only God can help out!

 

[shade2]

Shade What he is saying may inevitability.. but that inevitability wont happen before subduing India as the variability factor in power balancing equation by either power. There is no escape for India by being closing eyes and counting on luck and stars. And yes only God can help out!

We have to continue sitting on the fence tightly, making deals with either of the parties that isn't going after us with a stick at the moment, waiting for the Ching to finally grab Taiwan and bring US to it's senses.

As @Azaad was saying they are doing masti -e- gaand and ungli never before thought possible

The US is drunk on its own power estranging allies putting off potential friends & making enemies out of fence sitters. They've essentially gone beserk since the 2000s in ways they haven't been right through the Cold War for obvious reasons

Till that day comes we have to hold on
However once Mudi baba is removed from power the country is done and done a Western vassal

 

[Blademaster]

We have to continue sitting on the fence tightly, making deals with either of the parties that isn't going after us with a stick at the moment, waiting for the Ching to finally grab Taiwan and bring US to it's senses.

As @Azaad was saying they are doing masti -e- gaand and ungli never before thought possible


Till that day comes we have to hold on
However once Mudi baba is removed from power the country is done and done a Western vassal

Unless yogi takes the helm

 

[Ayan Barat]

njoy

@shade2 @Azaad @ezsasa @Ayan Barat @Blood+


View: https://www.youtube.com/watch?v=XoUDySQ_YGg

Ummnn...I might get a lot of flak for this, but I've kind of a glass ⅚ empty attitude.

How long are we going to play this very convenient game of "it's USA/CIA/Commies/Big Tech/Soros/Left/Deep State/Right/Conspiracy"?
Okay, so let's assume all of them have conspired against us. But what groundbreaking have we done to actively counter that?

Leave aside military, today the biggest thing that China has achieved in terms of global dominance is making sure that atleast one part of the whole supply chain of everything passes through it and that too so efficiently that it becomes tough to replace it economically. It doesn't even need to choke...just a finger on a pressure point should be enough
• Medecine, especially things like APIs - 40%
• Consumer Electronics - 70%
• Semiconductors - 10%*
* It's just China's share but from a practical point of view this should be as much as 70% given it can easily take over Taiwan or atleast a complete enforce a naval blockade
• CNC Machining, especially services - 40%
• Telecom Equipment - 40%
• Renewable Energy - 50%
(figures are from my guesstimation, feel free to correct them. Tho they should be in the ballpark)

Where are we!?

 

[Anants]

Ummnn...I might get a lot of flak for this, but I've kind of a glass ⅚ empty attitude.

How long are we going to play this very convenient game of "it's USA/CIA/Commies/Big Tech/Soros/Left/Deep State/Right/Conspiracy"?
Okay, so let's assume all of them have conspired against us. But what groundbreaking have we done to actively counter that?

Leave aside military, today the biggest thing that China has achieved in terms of global dominance is making sure that atleast one part of the whole supply chain of everything passes through it and that too so efficiently that it becomes tough to replace it economically. It doesn't even need to choke...just a finger on a pressure point should be enough
• Medecine, especially things like APIs - 40%
• Consumer Electronics - 70%
• Semiconductors - 10%*
* It's just China's share but from a practical point of view this should be as much as 70% given it can easily take over Taiwan or atleast a complete enforce a naval blockade
• CNC Machining, especially services - 40%
• Telecom Equipment - 40%
• Renewable Energy - 50%
(figures are from my guesstimation, feel free to correct them. Tho they should be in the ballpark)

Where are we!?

Exactly the problem is not West or China having overreaching capabilities. The problem is exactly what you stated, where are our plans and works to counter them - or atleast able to stand to them? We do not have long term forget civilizational but even National plans. Lt Col Ravi drew us parallels to pre conditions before Battle of Plassey with current increasing economic intertwining dependence on US for industry to work. Adani saga will shake Indian Inc to core to never cross deep state even when deep state and your own govt are at logger heads. N Murthy shall be set as good example to them. For all cry about we atleast being IT superpower here is the graph that truly depicts us:

 

[ezsasa]

Ummnn...I might get a lot of flak for this, but I've kind of a glass ⅚ empty attitude.


Where are we!?

on manufacturing aspect.

the same question is being asked around the world, especially in western countries.
compared to 2014, situation is much better in 2024. what happens by 2034, we will have to wait and see.

on the bright side, the discussions that are now happening in western political and financial capitals, GoI and Indian industry started having them in 2015-16, hence the results now.

 

[Ayan Barat]

IT superpower

After a brief period of actually helping this thing has single-handedly caused perhaps the most damage; as it gave this false sense of security that we're the IT superpower. We didn't bother focusing on 99 other extremely important industries, we started closing down non-IT programs in colleges, obviously because students stopped taking admissions in anything else, the most crucial phase of a child's life (9th to 12th) got wasted becoming coaching-zombies...all mostly for jobs that everyone else thought to be too menial to do.

A true IT superpower outside Silicon Valley would be something like Tel Aviv, where the importance of work being done Vs people engaged in doing that is significantly higher.

IT Superpower for us is very much like those 1974 fibreglass helmets that we wear so proudly. For the soldiers it give a false sense of security but in reality it'd crumble as soon as engaged.

 

[Anants]

After a brief period of actually helping this thing has single-handedly caused perhaps the most damage; as it gave this false sense of security that we're the IT superpower. We didn't bother focusing on 99 other extremely important industries, we started closing down non-IT programs in colleges, obviously because students stopped taking admissions in anything else, the most crucial phase of a child's life (9th to 12th) got wasted becoming coaching-zombies...all mostly for jobs that everyone else thought to be too menial to do.

A true IT superpower outside Silicon Valley would be something like Tel Aviv, where the importance of work being done Vs people engaged in doing that is significantly higher.

IT Superpower for us is very much like those 1974 fibreglass helmets that we wear so proudly. For the soldiers it give a false sense of security but in reality it'd crumble as soon as engaged.

Katu parantu Satya vachan Prabhu

 

[shade2]

Ummnn...I might get a lot of flak for this, but I've kind of a glass ⅚ empty attitude.

How long are we going to play this very convenient game of "it's USA/CIA/Commies/Big Tech/Soros/Left/Deep State/Right/Conspiracy"?
Okay, so let's assume all of them have conspired against us. But what groundbreaking have we done to actively counter that?

Leave aside military, today the biggest thing that China has achieved in terms of global dominance is making sure that atleast one part of the whole supply chain of everything passes through it and that too so efficiently that it becomes tough to replace it economically. It doesn't even need to choke...just a finger on a pressure point should be enough
• Medecine, especially things like APIs - 40%
• Consumer Electronics - 70%
• Semiconductors - 10%*
* It's just China's share but from a practical point of view this should be as much as 70% given it can easily take over Taiwan or atleast a complete enforce a naval blockade
• CNC Machining, especially services - 40%
• Telecom Equipment - 40%
• Renewable Energy - 50%
(figures are from my guesstimation, feel free to correct them. Tho they should be in the ballpark)

Where are we!?

Getting all that isn't entirely in our hands, it depends on (((foreign cooperation))) to start with.

In the 80s and 90s China got that in droves, Deep State and Corporates were entirely in sync, signing FTAs with China, getting them in WTO and appeasing them in general.

Here nobody wants FTA with us among the consooming countries, being insistent on us allowing agricultural imports knowing we won't agree, export competitiveness is nowhere are close as the SEAsian countries.

Before Gobi we also had a total sellout class of politicians/bureaucrats allowing the dhandhos to import everything instead of buying local since it was so cheep, domestic producers could never compete, today in mobile phone manufacturing whatever you see is because we have hiked duties on direct imports so you have assembly shops atleast and Samsung/Apple export some portion of the production because it meets their own corporate objectives.

others just have their big production/assembly sites in Vietnam.

China also has the unique benefit of no elections, no freebies and not "socialist" drama, they can afford to give generous subsidies and loans to factories, and workers just work without going for union chimpouts that are hard even for politicos like Stalin to stamp out.

They can build and overbuild Infra because there are no mob protests and no PILs filed and no Meelards freezing land acquisition or infra building.