Indian Economy (18 Viewers)

[sea-gain]

Well the problem here is there isn't demand for those mangoes, ideally farmers need to divest from it and focus on something else. Issue here is gormint is poking it's finger in both supply and demand side.

problem is that mango's are not same as wheat or paddy like Punjab that they can be switched for each season...

as ezsasa mentioned ... mangos always see a cycle of low / high yield which is a truth as i myself have a small orchid and it do happen with mangos specifically. To ensure that farmers get decent prices for their product, need of the hour is to setup storage facilities to store during high yield year. this way the price will be fair to everyone next year when yield is low and farmer can sell at their price. Same time farmers will get better price for the over produce of previous year. it is about managing the supply and demand side...

certainly private players will not setup storage facilities until it benefits them.. which leaves farmers or govt. farmers can setup via way of association or pooling resources else we have only govt ...

 

[sea-gain]

out of curiosity, which state's agri economy you are using for your baseline?

there is none in India at least that i am bench mark ... just tribal knowledge and common sense...

Edit thinking again -
think PepsiCo Frito lay did it for their potato business.. to the extend that they provided farmers with seeds of specific variety they want to make their potato chips , picked the produce at fair pre-decided prices and processed at their own factories

 

[ezsasa]

there is none in India at least that i am bench mark ... just tribal knowledge and common sense...

Edit thinking again -
think PepsiCo Frito lay did it for their potato business.. to the extend that they provided farmers with seeds of specific variety they want to make their potato chips , picked the produce at fair pre-decided prices and processed at their own factories

in that case, in principle we are in agreement, but i am not talking in generic terms in this convo.

the above discussion pertains to andhra, it's specific and localised. united andhra had a strong policy of cold chains, because of fisheries and red chilli in 90's and 2000's. any one who drives on highways of these districts will find a lot of private cold chain ware houses. so much so that there a time before the split when there was over supply of cold chains, owners would burn their cold chains in "accidents" for insurance money. after the split, it looks like most of the cold chain capacity went to telangana, it could be the case that andhra cold chain capacity is in the process of being rebuilt.

we need not assume they don't know how to run their own business. even with the cold chains, it has to make financial sense to the farmer. i don't know about costing, would refrain from speculating.

could there be a lag between cold chain warehouse capacity demand and supply? sure, it happens in every business.

 

[Cheepek]

"Analysts at Counterpoint Research calculated that India had succeeded in satisfying 18 percent of the global demand for iPhones by early this year, two years after Foxconn started making iPhones in India. By the end of 2025, with the Devanahalli plant fully online, Foxconn is expected to be assembling between 25 and 30 percent of iPhones in India."

"And the kind of crazy-quilt supply chain of smaller industries that feeds Apple’s factory towns in China is coalescing in India’s heartland. Businesses are selling Foxconn the goods and services it needs to make iPhones, including tiny parts, assembly-line equipment and worker recruitment.

Some of the firms are Indian; others are Taiwanese, South Korean or American. Some were already in the area, while others are setting up in India for the first time."

https://www.nytimes.com/2025/06/30/business/apple-foxconn-india.html

 

[sauntheninja]

"Analysts at Counterpoint Research calculated that India had succeeded in satisfying 18 percent of the global demand for iPhones by early this year, two years after Foxconn started making iPhones in India. By the end of 2025, with the Devanahalli plant fully online, Foxconn is expected to be assembling between 25 and 30 percent of iPhones in India."

"And the kind of crazy-quilt supply chain of smaller industries that feeds Apple’s factory towns in China is coalescing in India’s heartland. Businesses are selling Foxconn the goods and services it needs to make iPhones, including tiny parts, assembly-line equipment and worker recruitment.

Some of the firms are Indian; others are Taiwanese, South Korean or American. Some were already in the area, while others are setting up in India for the first time."

https://www.nytimes.com/2025/06/30/business/apple-foxconn-india.html

Question the Chinese companies like Oppo,Vivo and the likes were able to grow this quickly by essentially taping into the existing factories and ordering the same parts used for iphones, Because in China no one really gave a shit about IP they could blatantly steal ip and make their own hardware can someone in India attempt the same?

 

[shade2]

"Analysts at Counterpoint Research calculated that India had succeeded in satisfying 18 percent of the global demand for iPhones by early this year, two years after Foxconn started making iPhones in India. By the end of 2025, with the Devanahalli plant fully online, Foxconn is expected to be assembling between 25 and 30 percent of iPhones in India."

"And the kind of crazy-quilt supply chain of smaller industries that feeds Apple’s factory towns in China is coalescing in India’s heartland. Businesses are selling Foxconn the goods and services it needs to make iPhones, including tiny parts, assembly-line equipment and worker recruitment.

Some of the firms are Indian; others are Taiwanese, South Korean or American. Some were already in the area, while others are setting up in India for the first time."

https://www.nytimes.com/2025/06/30/business/apple-foxconn-india.html

https://archive.is/MyoLm

Nice article, it mysteriously isn't negative and pissing on India's achievements in the whole Apple/Foxconn manufacturing thing like say how Gloomberg articles are.

 

[shade2]

Question the Chinese companies like Oppo,Vivo and the likes were able to grow this quickly by essentially taping into the existing factories and ordering the same parts used for iphones, Because in China no one really gave a shit about IP they could blatantly steal ip and make their own hardware can someone in India attempt the same?

Parent of Oppo,Vivo is BBK Electronics

This company was a contract manufacturer( CM ) for big foreign brands in the past before getting into the game itself and succeeding, also they make parts in the same supply chain ofc.

What you mean is something like Xiaomi which started out as a brand and exploiting existing manufacturing infra in Choyna

However what you say is possible, our CMs can eventually roll out their own brand and own products, since they actually are the ones manufacturing the products and eventually building parts also.

Apple etc are only "clients" who provide a design and software

Many times "clients" only are a ((( brand ))) doing marketing and the design and software is also outsourced

 

[sauntheninja]

Parent of Oppo,Vivo is BBK Electronics

This company was a contract manufacturer( CM ) for big foreign brands in the past before getting into the game itself and succeeding, also they make parts in the same supply chain ofc.

What you mean is something like Xiaomi which started out as a brand and exploiting existing manufacturing infra in Choyna

However what you say is possible, our CMs can eventually roll out their own brand and own products, since they actually are the ones manufacturing the products and eventually building parts also.

Apple etc are only "clients" who provide a design and software

Many times "clients" only are a ((( brand ))) doing marketing and the design and software is also outsourced

Dixon Technologies maybe they can tap into a similar market like BBK electronics

 

[shade2]

Dixon Technologies maybe they can tap into a similar market like BBK electronics

Dixon is the obvious candidate because they've started venturing into parts production also, not just assembly, however it will take time to build out and launch a brand.


You know the Micromax guy? after being a 2rs Chini-maal rebrander he has pivoted into being an ESDM contract manufacturer
Apparently he's pretty good at it too.

 

[ArjunMK1A]

problem is that mango's are not same as wheat or paddy like Punjab that they can be switched for each season...

as ezsasa mentioned ... mangos always see a cycle of low / high yield which is a truth as i myself have a small orchid and it do happen with mangos specifically. To ensure that farmers get decent prices for their product, need of the hour is to setup storage facilities to store during high yield year. this way the price will be fair to everyone next year when yield is low and farmer can sell at their price. Same time farmers will get better price for the over produce of previous year. it is about managing the supply and demand side...

certainly private players will not setup storage facilities until it benefits them.. which leaves farmers or govt. farmers can setup via way of association or pooling resources else we have only govt ...

If I believe current agric laws will not allow farmers to build storage facilities for themselves. Under New agri laws, they are allowed to have their own storage facilities. (Nothing new, in older times we used to have this homes, lot of temples had granaries to store them and will be distributed during drought).

Also FCI is building modern warehouses, but the scale is not large and it is taking time to build them. Need to see how many state governements building these new storage facilities.

 

[Psacha123]

Unless the orange orangutan stops demanding impossible concessions (access for agri/GM crops/dairy and F-35/javelin/stryker sales); not happening.

Also, his words carry zero weight.

Looks like try trade deal is being finalized as we speak.

Agri/GM/Dairy is a political suicide, so probably a large military deal?
I think some deal will be made before Jul 9 (probably an interim one omitting the controversial elements) to avoid the tariff deadline, unless he extends it again.


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