Electronics and Semiconductor Manufacturing Industry

[Anants]

I also made the same prediction back in the early 2000s when I said that in addition to software, India needed to focus more on the hardware side but to no avail. You can blame that on Congress leadership.

no not congress but our Inc heavyweights inc. if they really wished something open in one sector they could always lobby govt to do same

 

[Blademaster]

no not congress but our Inc heavyweights inc. if they really wished something open in one sector they could always lobby govt to do same

No. Look at Modi. He knew what it had to be done and he did it. Congress knew it but didn’t want to do anything because they were only concerned about how to loot India legally and not care about the consequences because they were too busy building their nest eggs overseas.

 

[SKC]

Problem is with companies like TCS,HCL, wipro which act more like IT sweatshops instead of coming out with complete end to end solutions and platforms of their own.

There is no problem with these companies. They are IT services provider companies not a product-based companies. Yes, they have few products of their own too but largely their role is quite different from Big Tech companies of west.​

 

[AbRaj]

There is no problem with these companies. They are IT services provider companies not a product-based companies. Yes, they have few products of their own too but largely their role is quite different from Big Tech companies of west.​

I understand, but service sector is highly volatile until you have control over your products or better have your own products

 

[SKC]

I understand, but service sector is highly volatile until you have control over your products or better have your own products

There is no singular 1-fit-all product in Services sector. You either make custom apps (in java, dotnet, php, etc.) for each of your client or you implement one of the products (SAP, Salesforce, ERP, etc) in market for these clients.​

 

[sameer]

Dixon Technologies partners with Taiwan's Compal Electronics to make Google Pixel devices in India​

Dixon Technologies partners with Taiwan's Compal Electronics to make Google Pixel devices in India

Dixon Technologies will manufacture Google Pixel devices in India, collaborating with Compal Electronics. This move highlights India's potential in electronics manufacturing. Dixon will utilize its Noida facility for production. The partnership aims to boost Google's presence in the Indian...

economictimes.indiatimes.com

IT Ministry likely to seek Cabinet’s nod for Rs 40,000 crore package to boost electronic components' manufacturing

The Ministry of Electronics and Information Technology will seek Union Cabinets approval for a ₹40,000 crore package to boost local manufacturing of electronic components in December. The package aims to offer subsidies and incentives, boosting local production to increase the value chain...

economictimes.indiatimes.com

The IT ministry is likely to seek the Union Cabinet’s approval next month for a Rs 40,000 crore package to boost local manufacturing of electronic components, industry executives and government officials aware of the development told ET.

Jaldi karo babooz.

 

[londonparistokyo]

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!?

Indian mentality is to have an overreliance on astrology and blaming others for problems. Until this changes nothing will change

 

[Anants]

@Azaad @Ayan Barat love the jalebi answer which in summary says that shall not move out of thekagiri.


View: https://youtu.be/r3pADYdSlfE?si=UGLutfKf_sC9IgjV

 

[Azaad]

@Azaad @Ayan Barat love the jalebi answer which in summary says that shall not move out of thekagiri.


View: https://youtu.be/r3pADYdSlfE?si=UGLutfKf_sC9IgjV

When you're habituated to a life of a middle man , producing becomes an insurmountable problem. Like someone I read once upon a time said our industry ( industrialists to be precise ) suffers from a dhimmi syndrome.

They prefer investing crumbs to survive on crumbs. True of all industrialists across sectors. Add rent seeking at its most obnoxious form to this set of behaviour.

We need a new class of entrepreneurs.

 

[ezsasa]

@Azaad @Ayan Barat love the jalebi answer which in summary says that shall not move out of thekagiri.


View: https://youtu.be/r3pADYdSlfE?si=UGLutfKf_sC9IgjV

this question has been asked and answered multiple times over the years, yet to see someone answer this in costing angle for Indian market.

something along the lines of, for a product category and price segment:

m is the cost of market research
x is the cost of prototyping
y is the cost of investment and capex
z is the cost of marketing
a-b is the range of RoI in years

may be this information exists within industry insiders, does it exist for regular people like us ?

 

[Anants]

this question has been asked and answered multiple times over the years, yet to see someone answer this in costing angle for Indian market.

something along the lines of, for a product category and price segment:

m is the cost of market research
x is the cost of prototyping
y is the cost of investment and capex
z is the cost of marketing
a-b is the range of RoI in years

may be this information exists within industry insiders, does it exist for regular people like us ?

No this can be solely laid on uninspiring laala mentality of software service thekedars. They have plenty cash flow and they always had option of starting with low hanging products or aquiring small niche product comapnoes fo expand product portfolio. But its the mentality. Business? When govt was pushing BOSS, service leaders could have shown proactivness the word which they use often deduct variables of software coolies after curve fitting and could have offered to build products which helps them in ease of use and get contracts and finding to build those products to make unique offerings for BOSS. They could propose a closed mobile operating system with its won matket place for defence forces - and could have gained captive market for slew of apps which could have been inspired from existing. But naah they love thekedaari

Only Vishal Sikka had some hope in bringing some change infy but Grand thekedaar stopped him right there in tracks. Why do you think likes of TCS Infy and HCl would struggle in product arena when companies like Zoho, quick heal or even Odoo can bootstrap themselves and launch products?

 

[ezsasa]

No this can be solely laid on uninspiring laala mentality of software service thekedars. They have plenty cash flow and they always had option of starting with low hanging products or aquiring small niche product comapnoes fo expand product portfolio. But its the mentality. Business? When govt was pushing BOSS, service leaders could have shown proactivness the word which they use often deduct variables of software coolies after curve fitting and could have offered to build products which helps them in ease of use and get contracts and finding to build those products to make unique offerings for BOSS. They could propose a closed mobile operating system with its won matket place for defence forces - and could have gained captive market for slew of apps which could have been inspired from existing. But naah they love thekedaari

Only Vishal Sikka had some hope in bringing some change infy but Grand thekedaar stopped him right there in tracks. Why do you think likes of TCS Infy and HCl would struggle in product arena when companies like Zoho, quick heal or even Odoo can bootstrap themselves and launch products?

just a theory..

may be there is a differentiator we haven't looked into, and it is because of acceptance of "rules based world order/liberal world order". those money bags who submitted to "rules based world order" automatically limit their thinking to hierarchy that the world order assigned them to, and those who think differently.

in this case their globalist "advisors/handlers" ordered them not to think beyond IT coolie body shopping, they resigned themselves to their prescribed lanes, so as to not upset the "global world order".

since sikka is mentioned here, as soon as he goes to germany he creates S4 HANA.
nandan nilakeni is very clear that India should not create a LLM of it's own.
murthy wants his employees to work work and work.

what's common in all this?
there is a line that is not being crossed as long as activity is happening within India.

on the flip side, those who don't prescribe to the world view of "global world order" are not shackled by limitations in their thinking.

we can even expand this theory to VC funding, all the VC funding in India is going in direction of services, but not in manufacturing. may be here too there are rules that are not in public domain, yet they are imposed on us, sugarcoated as trade analysis.


which sectors does mohan das pai's aarin capital invests into?

 

[Aaj Ka Hero]

When you're habituated to a life of a middle man , producing becomes an insurmountable problem. Like someone I read once upon a time said our industry ( industrialists to be precise ) suffers from a dhimmi syndrome.

They prefer investing crumbs to survive on crumbs. True of all industrialists across sectors. Add rent seeking at its most obnoxious form to this set of behaviour.

We need a new class of entrepreneurs.

Yes, this is correct, the Middleman, the crux of problem, the so called TOP OF INDIA, so called RICH OF INDIA WHO ALWAYS GO TO BIG POSH GOVERNMENT and PRIVATE PARTIES are nothing but GLORIFIED MIDDLE MEN, the one who knows how to get into this middle man ship world can succeed here in India.

These middlemen form grouping also, so that innovator, entrepreneurs which are needed either are coasted to west or are removed.

We all see how those middle men worked against farm laws.
We all see how those middle men always occupy Modi technical business circles.
So, this will not change.