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印度计划如何成为世界电信制造业中心吗

通过优惠的政策措施和国内手机装配必要的资金,国家打算成为全球电信设备制造业中心。

(Sanjeev阿加瓦尔
(Sanjeev阿加瓦尔 国际制造总监熔岩

The sudden surge in semiconductor demand was driven by two seminal events \u2013 the US-China trade war and the COVID-19 pandemic. Both disrupted global supply chains, causing an unprecedented shortage of semiconductors. The trade war also led to many companies stockpiling semiconductor chips, considered essential for 5G smartphones.

Tailwinds from shortages<\/strong>

Today, chips are critical in a wide array of industries, including cars, computers and smartphones, to name a few. The shortage saw lead times \u2013 the period between order placement and delivery of chips \u2013 reach an average of 15 weeks, even stretching up to 22 weeks. Earlier, chip supplies had a lead time of 10 weeks. In the past year, approximately 75% of semiconductor parts suppliers have suffered an overall escalation in lead times.

Thanks to the shortage, the two largest chipmakers in Asia, Taiwan Semiconductor Manufacturing and Samsung Electronics, emerged as the centre of attention in meeting the global demand. Due to varied constraints, though, both companies lack the capacity to meet such soaring demand.

Even before the twin events driving the current spike, the overall demand for semiconductors has been rising steadily over the past decade. Be it basic memory chips and microcontrollers or the most sophisticated high-performance processors, booming smartphone usage and higher computing power have been pushing greater demand.

No doubt, the pandemic has taught the world that dependence on one or two companies\/countries for supplies of critical components is not the best way to manage the requirements of a nation or business. In capitalising on the universal demand for semiconductors, many countries are keen on establishing semiconductor manufacturing facilities within their borders.

The Government of India too was quick to announce plans to encourage indigenous manufacturing of critical chips. At this time, though the country barely has any chip manufacturing facilities, it holds the wherewithal to attract global chip firms as a design centre and via a new subsidy programme. Through its smartphone manufacturing and assembling segment, India can leverage this advantage in the bid to become a semiconductor fabrication hub.

Indeed, during the India Mobile Congress 2020 in December, Prime Minister Narendra Modi gave a clarion call asking the telecom industry to work in unison for making India a global hub in designing, developing and manufacturing telecom equipment. The PM noted that there is a culture of replacing handsets and other gadgets frequently because of periodic technological upgradation. He also urged industry players to collaborate in ensuring a timely 5G roll out, which can help India leapfrog into the future, empowering millions nationwide.

Incentives and allied drivers<\/strong>

In this context, the Centre\u2019s programme to promote local manufacturing is pertinent. In February, the Central Government approved a PLI (Production-Linked Incentive) Scheme backed by a budgetary allocation of Rs12,195 crore for telecom and networking products. Staggered over five years, the outlay can ensure enhanced production of more than Rs200,000 crore. Expected to attract Rs3,000-plus crore in investments while creating huge direct and indirect employment opportunities, the scheme will also promote exports of telecom and networking gear under \u2018Make in India\u2019.

The Centre believes India could exploit the global US$100 billion market opportunity in telecom and networking products. Part of the umbrella PLI programme announced in November 2020, this scheme seeks to attract both domestic and foreign firms with select eligibility criteria. MSMEs and non-MSME manufacturers are both eligible to participate as per their minimum investment threshold levels. The PLI policy\u2019s overall objective \u2013 promoting the shift towards an Atmanirbhar Bharat or self-reliant India.

Meanwhile, the ongoing pandemic and its periodic lockdowns in different cities and countries in 2021 will foster sustained requirement for chips in PCs, laptops, tablets, speakers and headsets as well as scores of digital products, including connected kitchen and workout equipment. Also, the impending 5G roll out in India will push greater demand for semiconductor chips.

Additionally, given social distancing and allied restrictions, people are wary of commuting by public transport. As a result, passenger vehicle numbers are growing. But even as the automotive industry records rising orders for four- and two-wheelers, the segment is hit by a shortage of chips.

Although semiconductor manufacturers are aware of the severe demand-and-supply imbalance, the fabrication of chips cannot be increased overnight due to raw material constraints. Despite planned new capacities in many geographies, it may take as long as two years for them to enter production.

Nevertheless, this augurs well for aspiring chipmakers in India to tap greater growth opportunities. As a domestic mobile phone manufacturer emphasised, though their phones are made in India, the chips were being manufactured overseas. To establish a robust domestic ecosystem for mobile handset manufacturing, chipsets must be made in India. Buoyed by support from the Centre, this is all set to become a reality in the near future. Therefore, sooner or later, India will emerge as a global hub for telecom equipment manufacturing.","blog_img":"","posted_date":"2021-06-07 15:21:55","modified_date":"2021-06-07 15:21:55","featured":"0","status":"Y","seo_title":"How India plans to emerge as the world's telecom manufacturing hub","seo_url":"how-india-plans-to-emerge-as-the-world-s-telecom-manufacturing-hub","url":"\/\/www.iser-br.com\/tele-talk\/how-india-plans-to-emerge-as-the-world-s-telecom-manufacturing-hub\/4960","url_seo":"how-india-plans-to-emerge-as-the-world-s-telecom-manufacturing-hub"}">
冠状病毒大流行被几乎所有行业的需求。然而,一些行业仍异常,见证需求飙升。反过来,后者导致了大规模的全球供应短缺。半导体行业的特点是各种芯片,如内存芯片,集成芯片和微处理器等——是一个幸运的例外。

半导体需求的激增是受两个开创性的事件——美中贸易战争和COVID-19大流行。全球供应链中断,导致半导体前所未有的短缺。贸易战争也导致许多公司储备半导体芯片,被认为是必不可少的5克智能手机。

顺风从短缺

今天,芯片是至关重要的在一个广泛的行业,包括汽车、电脑和智能手机,等等。短缺了交货期,订单处理和交付之间的时间芯片,达到平均15周,甚至延伸到22周。早些时候,芯片供应10周的交货时间。在过去的一年中,大约有75%的半导体零部件供应商交货期遭受全面升级。

由于短缺,在亚洲两个最大的芯片制造商,台湾积体电路制造股份有限公司和三星电子,成为注意力的中心在满足全球需求。由于不同的限制,两家公司都缺乏产能,以满足这样的需求飙升。

即使在双事件驱动电流峰值之前,整个半导体需求已经在过去十年稳步上升。基本内存芯片和微控制器或最复杂的高性能处理器,蓬勃发展的智能手机使用和更高的计算能力一直在推动更大的需求。

毫无疑问,大流行告诉世界,依赖一个或两个公司/国家供应的关键部件并不是最好的方法来管理一个国家或企业的要求。在利用对半导体的普遍要求,许多国家都热衷于建立国内半导体生产设备。

印度政府也很快宣布计划鼓励本土关键芯片的制造。此时,尽管这个国家几乎没有任何芯片生产设施,它拥有足够资金来吸引全球芯片公司作为一个设计中心,并通过一个新的补贴计划。通过智能手机制造和组装段,印度可以利用这个优势成为半导体制造中心。

的确,在印度移动国会2020年12月,总理纳伦德拉•莫迪感人的号召,要求电信行业一起工作使印度成为全球中心设计、开发和制造电信设备。点指出,有一个文化频繁更换手机和其他设备的定期技术升级。他还敦促行业参与者合作确保及时5 g推出,它可以帮助印度超越未来,让全国数百万。

激励和盟军的司机

在这种背景下,该中心的计划,促进当地的制造业是相关的。今年2月,中央政府批准了一项PLI计划(根据激励)支持的预算分配Rs12,195卢比的电信和网络产品。交错在五年内,支出可以确保增强生产超过卢比卢比。预计将吸引Rs3,000-plus卢比的投资而造成巨大的直接和间接就业机会,该计划还将促进出口下的电信和网络设备在印度。

中心认为印度会利用全球1000亿美元市场机会在电信和网络产品。伞PLI的一部分,计划在2020年11月宣布,这项计划旨在吸引国内外的公司选择合格标准。男男同性恋者和non-MSME制造商都有资格参与按最低投资阈值水平。的照明灯具政策的总体目标——促进转向Atmanirbhar印度巴拉特和自力更生。

同时,正在进行的大流行及其周期性封锁2021年在不同的城市和国家培养持续要求芯片的个人电脑,笔记本电脑,平板电脑,扬声器和耳机以及大量的数码产品,包括连接厨房和健身器材。同时,即将5 g在印度推出将推动更大的半导体芯片的需求。

此外,鉴于社会距离和盟军的限制,人们对公共交通工具上下班。因此,客运车辆数量正在增长。但就在汽车行业记录四次和自行车订单上升,部分是受到芯片短缺。

虽然半导体制造商意识到严重的供需不平衡,芯片的制造不可能在一夜之间增加由于原材料的限制。尽管计划新的能力在许多地区,它可能需要长达两年进入生产。

然而,这将给雾化在印度有抱负的芯片制造商开拓更大的发展机会。国内手机制造商强调,尽管手机在印度制造,芯片被海外生产。建立一个强劲的国内生态系统为移动手机制造在印度,芯片必须。受支持的中心,这是所有将在不久的将来成为现实。因此,迟早,印度将成为全球电信设备制造业的中心。

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The sudden surge in semiconductor demand was driven by two seminal events \u2013 the US-China trade war and the COVID-19 pandemic. Both disrupted global supply chains, causing an unprecedented shortage of semiconductors. The trade war also led to many companies stockpiling semiconductor chips, considered essential for 5G smartphones.

Tailwinds from shortages<\/strong>

Today, chips are critical in a wide array of industries, including cars, computers and smartphones, to name a few. The shortage saw lead times \u2013 the period between order placement and delivery of chips \u2013 reach an average of 15 weeks, even stretching up to 22 weeks. Earlier, chip supplies had a lead time of 10 weeks. In the past year, approximately 75% of semiconductor parts suppliers have suffered an overall escalation in lead times.

Thanks to the shortage, the two largest chipmakers in Asia, Taiwan Semiconductor Manufacturing and Samsung Electronics, emerged as the centre of attention in meeting the global demand. Due to varied constraints, though, both companies lack the capacity to meet such soaring demand.

Even before the twin events driving the current spike, the overall demand for semiconductors has been rising steadily over the past decade. Be it basic memory chips and microcontrollers or the most sophisticated high-performance processors, booming smartphone usage and higher computing power have been pushing greater demand.

No doubt, the pandemic has taught the world that dependence on one or two companies\/countries for supplies of critical components is not the best way to manage the requirements of a nation or business. In capitalising on the universal demand for semiconductors, many countries are keen on establishing semiconductor manufacturing facilities within their borders.

The Government of India too was quick to announce plans to encourage indigenous manufacturing of critical chips. At this time, though the country barely has any chip manufacturing facilities, it holds the wherewithal to attract global chip firms as a design centre and via a new subsidy programme. Through its smartphone manufacturing and assembling segment, India can leverage this advantage in the bid to become a semiconductor fabrication hub.

Indeed, during the India Mobile Congress 2020 in December, Prime Minister Narendra Modi gave a clarion call asking the telecom industry to work in unison for making India a global hub in designing, developing and manufacturing telecom equipment. The PM noted that there is a culture of replacing handsets and other gadgets frequently because of periodic technological upgradation. He also urged industry players to collaborate in ensuring a timely 5G roll out, which can help India leapfrog into the future, empowering millions nationwide.

Incentives and allied drivers<\/strong>

In this context, the Centre\u2019s programme to promote local manufacturing is pertinent. In February, the Central Government approved a PLI (Production-Linked Incentive) Scheme backed by a budgetary allocation of Rs12,195 crore for telecom and networking products. Staggered over five years, the outlay can ensure enhanced production of more than Rs200,000 crore. Expected to attract Rs3,000-plus crore in investments while creating huge direct and indirect employment opportunities, the scheme will also promote exports of telecom and networking gear under \u2018Make in India\u2019.

The Centre believes India could exploit the global US$100 billion market opportunity in telecom and networking products. Part of the umbrella PLI programme announced in November 2020, this scheme seeks to attract both domestic and foreign firms with select eligibility criteria. MSMEs and non-MSME manufacturers are both eligible to participate as per their minimum investment threshold levels. The PLI policy\u2019s overall objective \u2013 promoting the shift towards an Atmanirbhar Bharat or self-reliant India.

Meanwhile, the ongoing pandemic and its periodic lockdowns in different cities and countries in 2021 will foster sustained requirement for chips in PCs, laptops, tablets, speakers and headsets as well as scores of digital products, including connected kitchen and workout equipment. Also, the impending 5G roll out in India will push greater demand for semiconductor chips.

Additionally, given social distancing and allied restrictions, people are wary of commuting by public transport. As a result, passenger vehicle numbers are growing. But even as the automotive industry records rising orders for four- and two-wheelers, the segment is hit by a shortage of chips.

Although semiconductor manufacturers are aware of the severe demand-and-supply imbalance, the fabrication of chips cannot be increased overnight due to raw material constraints. Despite planned new capacities in many geographies, it may take as long as two years for them to enter production.

Nevertheless, this augurs well for aspiring chipmakers in India to tap greater growth opportunities. As a domestic mobile phone manufacturer emphasised, though their phones are made in India, the chips were being manufactured overseas. To establish a robust domestic ecosystem for mobile handset manufacturing, chipsets must be made in India. Buoyed by support from the Centre, this is all set to become a reality in the near future. Therefore, sooner or later, India will emerge as a global hub for telecom equipment manufacturing.","blog_img":"","posted_date":"2021-06-07 15:21:55","modified_date":"2021-06-07 15:21:55","featured":"0","status":"Y","seo_title":"How India plans to emerge as the world's telecom manufacturing hub","seo_url":"how-india-plans-to-emerge-as-the-world-s-telecom-manufacturing-hub","url":"\/\/www.iser-br.com\/tele-talk\/how-india-plans-to-emerge-as-the-world-s-telecom-manufacturing-hub\/4960","url_seo":"how-india-plans-to-emerge-as-the-world-s-telecom-manufacturing-hub"},img_object:["","retail_files/author_1615543242_83240.jpg"],fromNewsletter:"",newsletterDate:"",ajaxParams:{action:"get_more_blogs"},pageTrackingKey:"Blog",author_list:"Sanjeev Agarwal",complete_cat_name:"Blogs"});" data-jsinvoker_init="_override_history_url = "//www.iser-br.com/tele-talk/how-india-plans-to-emerge-as-the-world-s-telecom-manufacturing-hub/4960";">