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观点:出口需要手机PLI的一只手

为苹果三星和合同制造商正在推动出口的激增,在致力于生产和出口急剧增加在下个财政年度结束这一个。

手机的出口印度9月越过10亿美元,超过三倍从一年前和担任政府的极力推崇的典范根据激励(PLI)计划为当地制造业。三星和合同制造商苹果正在推动出口的激增,致力于生产和出口急剧增加在下个财政年度结束这一个。他们也需要深化增加价值,提高当地供应商池。最初的成功,手机从印度出口不能,然而,斗篷在扩大的挑战。

PLI方案,打算推出1.93十万的卢比在鼓励当地制造业在14个工业领域和预计将扩大至更多,面临初期问题在资格要求和迟缓的支出。也受到当地供应商链的发展缓慢,印度提供另一种选择是至关重要的小型中国企业不太可能在这里建立一个基地。印度公司将加强和计算尚未交付。苹果公司的合同制造商在印度,富士康,纬创资通和硕联合一辆超速行驶的跑步机上,因此,生产和出口而不得不种子当地供应链。PLI方案总的来说绕过印度手机制造商,被中国竞争对手的冲击。政府干预必须鼓励出口的中国手机制造商,是专注于国内市场,并创建一个印度同行成为通路,反过来,他们的合同制造商。

前方的路最成功PLI部署提供了一窥制造业所需的结构变化给政府的翅膀非常雄心勃勃的计划提供世界上某种程度的供应链弹性。如果印度变得正确,回报可能是巨大的资本支出和就业。


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Mobile handset exports from India<\/a> crossed $1 billion in September, more than tripling from a year ago and serving as the poster child for the government's much-touted production-linked incentive (PLI) scheme for local manufacturing. Samsung<\/a> and contract manufacturers for Apple<\/a> are pushing the surge in exports, having committed to steep increases in production and outbound shipments in the next financial year over this one. They are also required to deepen value-addition that involves enhancing the local vendor pool. The initial success with mobile handset exports from India cannot, however, cloak the challenges in scaling up.

The
PLI scheme<\/a>, which intends to roll out Rs 1.93 lakh crore in incentives for local manufacturing in 14 industrial segments and is expected to widen to a few more, faces teething issues over eligibility requirements and tardy disbursement. It is also affected by the slow development of local vendor chains that are vital for India to provide an alternative to small Chinese firms that are unlikely to set up a base here. Indian companies that were expected to step up and be counted have not delivered yet. Apple's contract manufacturers in India, Foxconn, Wistron<\/a> and Pegatron<\/a> are, thus, on a speeding treadmill of production and exports while having to seed local supply chains. The PLI scheme has by and large bypassed Indian handset-makers, laid low by the onslaught of Chinese rivals. Government intervention is required to encourage exports by Chinese handset manufacturers that are focussed on the domestic market and create a pathway for Indian peers to become, in turn, their contract manufacturers.

The road ahead for the most successful PLI deployment offers a glimpse into the structural changes needed in manufacturing to give wing to the government's hugely ambitious plan of offering the world some degree of supply chain resilience. If India gets it right, the payoff could be enormous in terms of capital expenditure and job creation.