解码印度PLI方案的手机
“发生的成本障碍,制造商不仅限于计划像PLI还在中央和国家的水平,就像土地和劳动力补贴,营运资金利息,土地租赁、资本成本高,电力、物流、研发不足。独立等问题还需要共同解决由中央政府和邦政府,”突出了约瑟夫。
Tele-Talk新鲜的花,深入分析和观点从受人尊敬的行业领导者
Government\u2019s \u2018Self-reliant\u2019 Vision<\/strong>
Launched under the \u2018Aatmanirbhar Bharat\u2019 (Self-reliant India) initiative, PLI is one of the three main schemes announced by the government after the Scheme for Promotion of manufacturing of Electronic Components and Semiconductors(SPECS) and the Electronics Manufacturing Clusters(EMC 2.0). These schemes came into being to encourage large mobile phone and component manufacturers to invest in the country. Unlike earlier schemes which were input-based and mostly relied on capital subsidy or funding assistance (like the M SIPS and EMC schemes), PLI is output-oriented.
![\"\"](\"https:\/\/img.etb2bimg.com\/files\/cp\/upload-16239092338568-image1.png\")
PLI Scheme Analysis<\/strong>
The PLI scheme is indicative of the government\u2019s strong intention towards becoming self-reliant. What makes it even more relevant is its timing of introduction. There is no denying that the onset of COVID 19 has only ripped open the overdependence of the supply chain ecosystem on one single market.
Considering the above, did this realisation came in a little late? Maybe yes. Why? Because in order to build a successful working nucleus around the manufacturing ecosystem, expecting overnight results is unrealistic. At a time when India is undergoing the crisis caused by the second wave of COVID-19, handset manufacturers are already predicting their inability\/delays in meeting the desired targets and investments under PLI for FY21 (India\u2019s government follows April-March financial year). The scheme which was considered to be a game-changer in its early days is now showing signs of falling apart in its goals unless the government decides to intervene and makes relevant regulatory changes. Given the uncertainties surrounding the manufacturing ecosystem, even participants as big as Foxconn and Wistron have now decided to cut production by almost half. But all this should be considered as a part of the evolutionary stages that a scheme passes through.
![\"\"](\"https:\/\/img.etb2bimg.com\/files\/cp\/upload-16239092793271-image2.png\")
PLI Potential and India\u2019s Economic Resilience<\/strong>
As global participants of the PLI scheme, be it Foxconn, Samsung or Wistron, pledge to lead a total production of more than INR 10,50,000 crore (INR 10,500 billion) in the country, we expect a significant increase in India\u2019s manufacturing capacity over the next five years. An increase in export potential, which also forms one of the major driving forces of the PLI scheme, is also seeing exponential growth. As much as 60% of the production target under the scheme is expected to be contributed by exports of the order of INR 6,50,000 crore (INR 6,500 billion).
Such promising participation is also leading the country towards the goal of domestic value-addition, which is projected to grow from the current 15-20% to 35-40% in the case of mobile phones and 45- 50% for electronic components. Capitalizing on these projections, India has already come out as a resilient economy amid the global pandemic and trade shocks. Official statistics suggest India\u2019s cumulative value of exports (merchandise and services) during April-March FY21 stood at $493.19 billion compared to $528.37 billion during April-March FY20. Indeed, factors like improvement in ease of doing business, creation of plug-and-play investment and manufacturing environment, and launch of PLI scheme across various sectors have played an important role in helping India recover from the downturn due to COVID-19.
Disabilities With and Beyond PLI <\/strong>
Even as PLI promises to make India competitive in the global market, a need is being acutely felt to minimise the cost of disabilities still faced by the sector. For example, India\u2019s Special Economic Zones (SEZs) have a major role in electronics manufacturing. SEZs allow for a faster setting up of manufacturing plants and duty-free imports of capital machinery and components for them. However, the sale of finished goods from these SEZs in the Indian market is treated on a par with the export of the same products to India. This places SEZs at a disadvantage since they end up attracting customs duties. Therefore, a policy optimization is required for such a distinction between domestic and SEZ produce.
The cost of disabilities incurred by manufacturers is not only restricted to schemes like PLI but also at the central and state levels, like land and labour subsidies, interest on working capital, land rental, high capital cost, power, logistics, and insufficient R&D. Such issues have to be jointly addressed yet independently handled by the central and state governments.
Momentum of PLI and Conclusion<\/strong>
Given PLI\u2019s momentum in the mobile phone and electronics sectors and subsequently, in other \u2018sunrise\u2019 sectors, the government stands on safe ground to achieve its vision of making India an export-based manufacturing hub and a preferred alternative in the China Plus One strategy. India\u2019s business ecosystem is gaining traction with the growing presence of global manufacturers, and changes in export policies with the formulation of schemes like the Remission of Duties and Taxes on Export Products (RoDTEP) and the Import of Goods at Concessional Rate of duty (IGCR Rules).
One may say that a scheme like PLI and its focus on export-oriented measures is a far-fetched goal in a post-pandemic world. But as we observe other economies reviving on newer resilient strategies, India too has a lot to benefit from, be it in terms of more production, large companies, technology upgradation, or even employment opportunities.","blog_img":"retail_files\/blog_1623909436_temp.jpg","posted_date":"2021-06-17 11:27:17","modified_date":"2021-06-17 11:27:59","featured":"0","status":"Y","seo_title":"Decoding India's PLI scheme for mobile phones","seo_url":"decoding-india-s-pli-scheme-for-mobile-phones","url":"\/\/www.iser-br.com\/tele-talk\/decoding-india-s-pli-scheme-for-mobile-phones\/4973","url_seo":"decoding-india-s-pli-scheme-for-mobile-phones"}">
谁会知道,印度政府计划引入车程的梦想使中国电子制造中心将成为如此成功,它将扩展到其他领域?在一年内实现,生产与激励(PLI)计划已被证明是一个巨大的成功。它很容易政府的制造业目前最佳的一面。现在,这个计划还包括白色家电、电信设备、太阳能模块,和许多其他领域。
政府的“自力更生”的愿景
下发起了“Aatmanirbhar巴拉特”(自力更生印度)倡议,PLI的三个主要方案后由政府宣布计划促进制造业的电子元件和半导体(规格)和电子制造业集群(EMC 2.0)。这些计划是鼓励大型手机和组件制造商投资。与先前的计划,是为,主要依靠资本补贴或资金援助(如M口和EMC方案),PLI output-oriented。
PLI方案分析
PLI方案表明政府的强烈意图走向自力更生。是什么让它更相关的是介绍的时机。无可否认,发病COVID 19只撕开了供应链系统的过度依赖于一个单一市场。
考虑到上面,这种认识是在有点晚了吗?也许是的。为什么?因为为了建立一个成功的核工作在生产的生态系统,期望一夜的结果是不现实的。在印度正在经历危机造成的第二波COVID-19,手机制造商已经预测他们的无能/延迟会议所需的目标和投资在PLI FY21(印度政府遵循09年三月到10年四月财政年度)。该计划被认为是改变其早期现在崩溃的迹象在其目标除非政府决定进行干预,使相关的监管改革。考虑到不确定性制造的生态系统,甚至参与者一样大富士康和纬创资通现在已经决定减产近一半。但这一切都应该被认为是一个进化阶段的一部分,计划通过。
PLI潜力,印度经济的韧性
PLI方案的全球参与者,富士康、三星或纬创资通,保证铅总产量超过INR 10, 50000卢比(印度卢比10.5万亿),我们预计大幅增加在印度的制造能力在接下来的五年。出口的增长潜力,这也形成的一个主要驱动力的PLI计划,也看到了指数增长。多达60%的方案下的生产目标预计将由出口订单的INR 6日50000卢比(印度卢比6.5万亿)。
这样有前途的参与也是领导国家走向国内增加价值的目标,它预计将从目前的15 - 20%增长到35 - 40%的手机和电子元件45 - 50%。利用这些预测,印度已经出来作为一个有弹性的经济在全球大流行和贸易的冲击。官方统计数据显示,印度累积的出口(货物和服务)价值在09年三月到10年四月FY21站在09年三月到10年四月FY20期间4931.9亿美元至5283.7亿美元。的确,等因素改善缓解做生意的,创建即插即用投资和制造环境和发射PLI方案在各种领域发挥了重要作用在帮助印度由于COVID-19从经济衰退中恢复过来。
残疾和照明灯具
尽管PLI有望使印度在全球市场竞争,需要的是被敏锐地感觉到最小化的成本障碍仍然面临的行业。例如,印度的经济特区(经济特区)在电子制造业产生重大的作用。经济特区允许更快地建立制造工厂和免税进口的资本机械和组件。然而,成品的销售从这些经济特区在印度市场是治疗与相同的产品出口到印度。这个地方经济特区处于劣势,因为他们最终吸引了关税。因此,一个政策优化需要这样一个国内和经济特区生产之间的区别。
发生的成本障碍,制造商不仅限于计划像PLI还在中央和国家的水平,就像土地和劳动力补贴,营运资金利息,土地租赁、资本成本高、电力、物流、研发不足。这些问题还必须共同解决独立由中央政府和邦政府处理。
势头PLI和结论
鉴于PLI的手机和电子行业的势头,随后,在其他“日出”领域,政府站在安全的地实现其愿景的印度出口制造业中心和优先选择在中国+ 1的策略。印度的商业生态系统得到越来越多的全球制造商的青睐,和出口政策的变化等方案的制定关税和其他税的缓解出口产品(RoDTEP)和进口商品优惠税率(IGCR规则)。
可以说一个计划像PLI及其关注出口措施是一个遥不可及的目标在一个流行后的世界。但是当我们观察其他经济体复苏新的弹性策略,印度也受益很多,无论是更多生产而言,大公司,科技升级,甚至是就业机会。
政府的“自力更生”的愿景
下发起了“Aatmanirbhar巴拉特”(自力更生印度)倡议,PLI的三个主要方案后由政府宣布计划促进制造业的电子元件和半导体(规格)和电子制造业集群(EMC 2.0)。这些计划是鼓励大型手机和组件制造商投资。与先前的计划,是为,主要依靠资本补贴或资金援助(如M口和EMC方案),PLI output-oriented。
PLI方案分析
PLI方案表明政府的强烈意图走向自力更生。是什么让它更相关的是介绍的时机。无可否认,发病COVID 19只撕开了供应链系统的过度依赖于一个单一市场。
考虑到上面,这种认识是在有点晚了吗?也许是的。为什么?因为为了建立一个成功的核工作在生产的生态系统,期望一夜的结果是不现实的。在印度正在经历危机造成的第二波COVID-19,手机制造商已经预测他们的无能/延迟会议所需的目标和投资在PLI FY21(印度政府遵循09年三月到10年四月财政年度)。该计划被认为是改变其早期现在崩溃的迹象在其目标除非政府决定进行干预,使相关的监管改革。考虑到不确定性制造的生态系统,甚至参与者一样大富士康和纬创资通现在已经决定减产近一半。但这一切都应该被认为是一个进化阶段的一部分,计划通过。
PLI潜力,印度经济的韧性
PLI方案的全球参与者,富士康、三星或纬创资通,保证铅总产量超过INR 10, 50000卢比(印度卢比10.5万亿),我们预计大幅增加在印度的制造能力在接下来的五年。出口的增长潜力,这也形成的一个主要驱动力的PLI计划,也看到了指数增长。多达60%的方案下的生产目标预计将由出口订单的INR 6日50000卢比(印度卢比6.5万亿)。
这样有前途的参与也是领导国家走向国内增加价值的目标,它预计将从目前的15 - 20%增长到35 - 40%的手机和电子元件45 - 50%。利用这些预测,印度已经出来作为一个有弹性的经济在全球大流行和贸易的冲击。官方统计数据显示,印度累积的出口(货物和服务)价值在09年三月到10年四月FY21站在09年三月到10年四月FY20期间4931.9亿美元至5283.7亿美元。的确,等因素改善缓解做生意的,创建即插即用投资和制造环境和发射PLI方案在各种领域发挥了重要作用在帮助印度由于COVID-19从经济衰退中恢复过来。
残疾和照明灯具
尽管PLI有望使印度在全球市场竞争,需要的是被敏锐地感觉到最小化的成本障碍仍然面临的行业。例如,印度的经济特区(经济特区)在电子制造业产生重大的作用。经济特区允许更快地建立制造工厂和免税进口的资本机械和组件。然而,成品的销售从这些经济特区在印度市场是治疗与相同的产品出口到印度。这个地方经济特区处于劣势,因为他们最终吸引了关税。因此,一个政策优化需要这样一个国内和经济特区生产之间的区别。
发生的成本障碍,制造商不仅限于计划像PLI还在中央和国家的水平,就像土地和劳动力补贴,营运资金利息,土地租赁、资本成本高、电力、物流、研发不足。这些问题还必须共同解决独立由中央政府和邦政府处理。
势头PLI和结论
鉴于PLI的手机和电子行业的势头,随后,在其他“日出”领域,政府站在安全的地实现其愿景的印度出口制造业中心和优先选择在中国+ 1的策略。印度的商业生态系统得到越来越多的全球制造商的青睐,和出口政策的变化等方案的制定关税和其他税的缓解出口产品(RoDTEP)和进口商品优惠税率(IGCR规则)。
可以说一个计划像PLI及其关注出口措施是一个遥不可及的目标在一个流行后的世界。但是当我们观察其他经济体复苏新的弹性策略,印度也受益很多,无论是更多生产而言,大公司,科技升级,甚至是就业机会。
免责声明:作者的观点仅和ETTelecom.com不一定订阅它。乐动体育1002乐动体育乐动娱乐招聘乐动娱乐招聘乐动体育1002乐动体育ETTelecom.com不得负责任何损害任何个人/组织直接或间接造成的。
Government\u2019s \u2018Self-reliant\u2019 Vision<\/strong>
Launched under the \u2018Aatmanirbhar Bharat\u2019 (Self-reliant India) initiative, PLI is one of the three main schemes announced by the government after the Scheme for Promotion of manufacturing of Electronic Components and Semiconductors(SPECS) and the Electronics Manufacturing Clusters(EMC 2.0). These schemes came into being to encourage large mobile phone and component manufacturers to invest in the country. Unlike earlier schemes which were input-based and mostly relied on capital subsidy or funding assistance (like the M SIPS and EMC schemes), PLI is output-oriented.
PLI Scheme Analysis<\/strong>
The PLI scheme is indicative of the government\u2019s strong intention towards becoming self-reliant. What makes it even more relevant is its timing of introduction. There is no denying that the onset of COVID 19 has only ripped open the overdependence of the supply chain ecosystem on one single market.
Considering the above, did this realisation came in a little late? Maybe yes. Why? Because in order to build a successful working nucleus around the manufacturing ecosystem, expecting overnight results is unrealistic. At a time when India is undergoing the crisis caused by the second wave of COVID-19, handset manufacturers are already predicting their inability\/delays in meeting the desired targets and investments under PLI for FY21 (India\u2019s government follows April-March financial year). The scheme which was considered to be a game-changer in its early days is now showing signs of falling apart in its goals unless the government decides to intervene and makes relevant regulatory changes. Given the uncertainties surrounding the manufacturing ecosystem, even participants as big as Foxconn and Wistron have now decided to cut production by almost half. But all this should be considered as a part of the evolutionary stages that a scheme passes through.
PLI Potential and India\u2019s Economic Resilience<\/strong>
As global participants of the PLI scheme, be it Foxconn, Samsung or Wistron, pledge to lead a total production of more than INR 10,50,000 crore (INR 10,500 billion) in the country, we expect a significant increase in India\u2019s manufacturing capacity over the next five years. An increase in export potential, which also forms one of the major driving forces of the PLI scheme, is also seeing exponential growth. As much as 60% of the production target under the scheme is expected to be contributed by exports of the order of INR 6,50,000 crore (INR 6,500 billion).
Such promising participation is also leading the country towards the goal of domestic value-addition, which is projected to grow from the current 15-20% to 35-40% in the case of mobile phones and 45- 50% for electronic components. Capitalizing on these projections, India has already come out as a resilient economy amid the global pandemic and trade shocks. Official statistics suggest India\u2019s cumulative value of exports (merchandise and services) during April-March FY21 stood at $493.19 billion compared to $528.37 billion during April-March FY20. Indeed, factors like improvement in ease of doing business, creation of plug-and-play investment and manufacturing environment, and launch of PLI scheme across various sectors have played an important role in helping India recover from the downturn due to COVID-19.
Disabilities With and Beyond PLI <\/strong>
Even as PLI promises to make India competitive in the global market, a need is being acutely felt to minimise the cost of disabilities still faced by the sector. For example, India\u2019s Special Economic Zones (SEZs) have a major role in electronics manufacturing. SEZs allow for a faster setting up of manufacturing plants and duty-free imports of capital machinery and components for them. However, the sale of finished goods from these SEZs in the Indian market is treated on a par with the export of the same products to India. This places SEZs at a disadvantage since they end up attracting customs duties. Therefore, a policy optimization is required for such a distinction between domestic and SEZ produce.
The cost of disabilities incurred by manufacturers is not only restricted to schemes like PLI but also at the central and state levels, like land and labour subsidies, interest on working capital, land rental, high capital cost, power, logistics, and insufficient R&D. Such issues have to be jointly addressed yet independently handled by the central and state governments.
Momentum of PLI and Conclusion<\/strong>
Given PLI\u2019s momentum in the mobile phone and electronics sectors and subsequently, in other \u2018sunrise\u2019 sectors, the government stands on safe ground to achieve its vision of making India an export-based manufacturing hub and a preferred alternative in the China Plus One strategy. India\u2019s business ecosystem is gaining traction with the growing presence of global manufacturers, and changes in export policies with the formulation of schemes like the Remission of Duties and Taxes on Export Products (RoDTEP) and the Import of Goods at Concessional Rate of duty (IGCR Rules).
One may say that a scheme like PLI and its focus on export-oriented measures is a far-fetched goal in a post-pandemic world. But as we observe other economies reviving on newer resilient strategies, India too has a lot to benefit from, be it in terms of more production, large companies, technology upgradation, or even employment opportunities.","blog_img":"retail_files\/blog_1623909436_temp.jpg","posted_date":"2021-06-17 11:27:17","modified_date":"2021-06-17 11:27:59","featured":"0","status":"Y","seo_title":"Decoding India's PLI scheme for mobile phones","seo_url":"decoding-india-s-pli-scheme-for-mobile-phones","url":"\/\/www.iser-br.com\/tele-talk\/decoding-india-s-pli-scheme-for-mobile-phones\/4973","url_seo":"decoding-india-s-pli-scheme-for-mobile-phones"},img_object:["retail_files/blog_1623909436_temp.jpg","retail_files/author_1623908782_95356.jpg"],fromNewsletter:"",newsletterDate:"",ajaxParams:{action:"get_more_blogs"},pageTrackingKey:"Blog",author_list:"Priya Joseph",complete_cat_name:"Blogs"});" data-jsinvoker_init="_override_history_url = "//www.iser-br.com/tele-talk/decoding-india-s-pli-scheme-for-mobile-phones/4973";">
