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S0hMkT
No.455
A general thread to talk about electronic manufacturing in india. The old semiconductor thread was too minor in scope.
Starting off with some good news, samsung has started assembling for its Galaxy S25 Edge in india. Hopefully, this time they invest into the supply chain, too.
S0hMkT
No.456
>>455(OP)
Noida will also see a massive iphone factory too from Foxconn. For now, Foxconn is building dorms for their Karanataka unit
PD7ucf
No.460
>>457
And now it semiconductor on the horizon
PD7ucf
No.461
FDI far from peak but still recovering nicely. Service still king with software and hardware at number 2.
We will need to boost this hard.
PD7ucf
No.462
After semiconductor, Assam will now move for electronic component manufacturing
Also, plans on building a new planed city along the lines of the plant.
New industrial clusters, especially in underdeveloped east is great news.
QGKX+b
No.464
>>455(OP)
Nice thread anamas. Electronics investment is too broad but ig eventually it can be refined.
QGKX+b
No.465
un+zW7
No.466
>>465
>Shipbuilding
Yeah. I read not too long we are going to commision oil tankers to be build here so that we wouldn't have to pay for someone else to carry it. It's good because those ships will have a use and it will give us a start to our industry.
Though I don't think this falls withing the category of electronics.
un+zW7
No.467
>>457
ADATA will produce SSD and DRAMs at new Noida facility
VcBlgp
No.468
un+zW7
No.469
>>468
Speaking of apple
[Blocked URL: https://www.ft.com/content/3939b8e6-641c-443e-8b76-ac77eaad91ca]
>Foxconn, which has assembled Apple’s devices for years, is set to build a display module facility in the southern Indian state of Tamil Nadu, two government officials told the Financial Times.
>Tamil Nadu’s state government in October approved a Rs131.8bn ($1.54bn) investment by Yuzhan in a display module assembly unit in the ESR Oragadam Industrial & Logistics Park, a short drive from Foxconn’s existing plant making iPhones near Chennai.
This will help increase domestic value addition.
DaAvrX
No.479
More PRgiri than substance as for usual with him.
oTw46F
No.480
>>479
Teri maa ki choot mein hi ek chip implant karvayenge sabse pehle rotrupajeet
DMqxK8
No.497
JBvdeJ
No.506
TDO14b
No.554
>>553
There are atleast two fab projects atleast one under construction. Apart from that there's ongoing construction of Tata's ATMP, Micron OSAT, Existing ATMP facility in Gujarat.
TDO14b
No.555
>Indian drone startup Raphe mPhibr has raised $100 million in an all-equity Series B round led by General Catalyst, as the startup aims to boost its R&D and local production capabilities amid growing demand for drones in battlefields and for border surveillance.
This is interesting.
Its owners left USA to setup factory in Noida India.
iQLkZG
No.556
We don't know why yet, but this could potentially be very bad for us. If only our shitty dhandos would invest into traning our own, we won't have to rely on foreign nations for it.
>>554
Only 1 fab is underconstruction. Everything else is on paper.
>>555
I've read an ex-general said India's drone all rely on chinese for core components. Losing out on manufacturing at the turn of the millenium has crippled is in so many things.
+nMTmk
No.557
>>556
>I've read an ex-general said India's drone all rely on chinese for core components. Losing out on manufacturing at the turn of the millenium has crippled is in so many things.
no, they dont, even motors are made in india.
iQLkZG
No.559
>>556
>We don't know why yet.
Scratch that. It's very obvious chinese goverment orders. We are in the midst of undeclared economic sanction/war.
iQLkZG
No.560
>A senior official from the Ministry of Electronics and Information Technology (MeitY) confirmed the development, saying Apple is actively identifying local firms that can build the specialised machines required for iPhone assembly.
This could be PR, but if true, China just accelerated what would have taken far longer.
h21Pap
No.561
>With 11 million iPhones sold in India last year, and Apple’s market share rising from just 1% in 2020 to 7% in 2024, the aftermarket opportunity is growing rapidly.
pvWqDe
No.562
>Short term goal to bring in more people from other nations likes US and Vietnam.
>Long term goal to have natives replace that
Based for realising it early on
>>561
No bigger draw for foreign companies that having a bigger domestic consumption. Vietnam, which supress local consumption like most export led economies do, can't beat us here.
LrJgic
No.566
>>565
>it will take merely two months to replace chinese counterparts
based, chinks have been seething and trying so hard.
Sabotage, fake news, half baked news and again this.
They are also blocking the TBMs from a german company which is manufactured in china from export - this will likely cause a delay to Maha section of HSR unless resolved.
These guys are such snakes, at one side talk about 'civilizational states' and other side doing everything to sabotage, back our enemies. Gigabaniyas.
pvWqDe
No.567
>>566
I read another good post about chinks and their geopolitics. They basically view relative economic power as the chief engine of power. So against US, where they are slowly catching up, they bid their time bh hiding strength, but aginst India who are growing faster than them now, they are more agressive.
They are clever and adapt fast. They learned quickly that military engagement like in the past isn't really as hard for India to deal with as much as undeclared economic war they're waging now.
It's not just captial goods, they're blocking the likes of specialized fertilizers too.
9n7b7N
No.568
>>567
Chinks might unironically lead to atmanirbhar bharat becoming a reality earlier. Only necessity can force India to reform.
LrJgic
No.569
>>567
>So against US, where they are slowly catching up, they bid their time bh hiding strength, but aginst India who are growing faster than them now, they are more agressive.
>as much as undeclared economic war they're waging now.
Funnily enough don't think it's working either - i mean their attempt at cockblocking us.
Just small bit of delays.
Though i am looking at more indirect means of sabotage - like social harmony etc. but that's more /pol/ type discussion so not getting into it.
>>567
>It's not just captial goods, they're blocking the likes of specialized fertilizers too.
I was not aware of that. There was some issue related to drug APIs so we bought PLI in drug APIs and slowly indigenized and going through the indigenization process for multiple precursors for APIs.
LrJgic
No.570
>>568
kek agreed. ig iirc like our nuclear weapons prep was done wrt to china not pukis.
same goes to our space plans which are kinda similar to that of china so on...
lots of aspects are very similar.
pvWqDe
No.571
>>568
That's ironically what is happening to China with chips, AI and orther things it's trying to catch up on to US
Xi was taking about make in china 2025 back in 2015 but didn't make progress until US got spooked and started banning stuff.
LrJgic
No.572
>>555
https://www.reuters.com/world/india/india-plans-230-million-drone-incentive-after-pakistan-conflict-sources-say-2025-07-04/ more on drone
>India plans 230million drone incentive after pakistan conflict
I have not yet read the contents.
NURONu
No.576
>>572
lets go, every company will have drones allocated to it so it can have superior recon capabilities, pajeet army is growing
7/4hvU
No.577
A much needed reality check
>Memani noted that while the government has committed over ₹3 lakh crore to PLI schemes over 5-7 years, only around ₹30,000-35,000 crore has been disbursed so far.
>“The PLI schemes have been effective,” Memani said. “Some PLI schemes have been very successful, like electronics. Semiconductor is a big one that has started and is looking very good. Drones are doing very well. We have had some success on the pharma side… but some of them have not taken off, and it looks like they are now taking off — whether it is on EVs, hydrogen, or textiles.”
LrJgic
No.578
>>577
I think next big success for PLI is gonna be in Shipbuilding and Lithium battery manufacturing at a scale which would be pretty big.
7/4hvU
No.579
>>578
Shipbuilding like semiconductor is a long term vission but the failure over EV is the biggest problem now. As is, the Tatas and Mahendras all benifit from strong protection haven't managed to achieve any domestic domestic production. Meanwhile, the attempt the get Tesla here has also failed. Then there is also Ola electric.
LrJgic
No.580
>>579
I am banking on startups. Though Ola battery unit will succeed for certain.
Aether is also good.
KtOY7I
No.593
This is more or less a manufacturing thread rather than just about electronics at this point, so I'll post it here as well.
Lots happening in the space of car industry
Suzuki cars made in India, are doing well in Japan. It's also being exported to UK.
FXU+Kb
No.594
>India is rapidly reducing its dependence on China for bulk drugs. API imports from China dropped below 60% in FY24, down from 67% in FY21. With 51 bulk drug parks and PLI incentives, India is turning the tables in pharma self-reliance.
Not electronics if you want separate thread i will post there.
MWVDyM
No.610
GOOD MORNING NATION.
>b-b-but its all natural!
this is what some CONgressi was saying, anyways. i can see the growth everywhere. Nation is working overnight and prosperity is increasing.
FO7nKV
No.611
>>610
Based pro-nation chad.
6SjoH4
No.620
dwUK0u
No.621
Zoho getting into hardware you love to see it
>>620
>3rd most globally, ahead of Vietnam
Crazy how some lolberts and leftoids still criticise this.
sOb2t1
No.622
>>621
Beautiful.
Something more interesting, manufacturing PMI hit 17 year high
>Business activity in India accelerated in July, driven by manufacturing, with the headline HSBC Flash India Composite PMI Output Index rising to 60.7 from 58.4 in June, according to S&P Global on Thursday.
>The Manufacturing PMI climbed to 59.2 in July from 58.4 in June — its highest level in nearly 17-and-a-half years — signalling a strong improvement in the health of the manufacturing sector.
Service dipped slightly, interesting nonetheless.
sOb2t1
No.623
>>620
>china at 135billion
we got lot of catching to do. But nice to see there, our value addition is also increasing.
dwUK0u
No.624
Dixon seting up a JV with Chinese ODM Longcheer
>Dixon will hold 74% stake, while Longcheer will hold 26%.
>Dixtel will manufacture smartphones, tablets, and other electronic devices.
oi/9yE
No.625
A bunch of news.
India smartphone export to US crosses china for the first time
Wistron scouting for a site for a new site to build factory around Hyderabad for electronic manufacturing site, this time it's not iphones
Wipro going to look to manufacture cooper circuit in Bangalore which we previously imported 100% of
And finally, intirm trade deal of 25%. Horrible for us in terms of labour intensive sectors.
oi/9yE
No.626
>>625
Fyi, there is still a chance that we can clench a better deal but that would upset farmn1ggers, so I doubt BJP has the balls to do it.
Z8tQk3
No.627
>India retains tariff-free access for electronics in US
LrJgic
No.628
>>627
kek
LrJgic
No.629
Z8tQk3
No.630
>>626
>INDIA GOVT ENGAGED WITH US FOR FURTHER TRADE TALKS, US DELEGATION TO VISIT DELHI ON AUG 24
Don't fuck it up anymore than you already have, Piyush, you goddamn clown.
LrJgic
No.631
>>630
kek but IT, pharma are already tariff free
LrJgic
No.632
maybe textile is another case where we wish we get better chances
Z8tQk3
No.633
>>631
Both waivers are only temporary. Of course, Trump can decide to just keep extending it permanently, but the uncertainty is still bad for buisness.
Remember, we need them more than they need us.
>>632
Textiles, toys all the low skill stuff is needed not just for export and GDP but to create jobs for the seasonally employed agricultural workers.
4zCXR8
No.634
kino video on botlabdynamics swarm drones and drone R&D in general by gareeb scientist.
ezSXQ2
No.637
This is how you climb up value chain and build an ecosystem
ZlUj7K
No.641
GS factory tour of Indian startup Vector Technologies which manufactures drone motors, even propellers, etc.
iuHCwe
No.643
>>642
That's great news wtf
cQ7UdA
No.645
>>643
The scale are very small, likely motivated by politics of showing it happening outside of Gujarat but scaling is possible with more subsidy later on
HS43F0
No.646
>>642
Pajeets will legit get hyped up over "projects" that will remain powerpoint slides while conveniently forgetting the micron plant that was dupposed to come in 2024.
Absolute state.
dUdJD5
No.647
>>646
Enjoy your vacation/b/hangi
cQ7UdA
No.648
>>646
The main fault is on tata projects. They have screwed up on many projects as of late, most famously the Noida airport.
But most people already knew that 2024 was typical marketing bs by Ashwini Vaishnaw.
In any case, as I have told you multiple times before, these projects being delayed isn't really unexpected. Look outside of India and see how many projects staight up got cancelled in Vietnam, Germany, Poland, etc.
Just see TSMC in Arizona, suppose to start in 2024 now pushed to 2028; Samsung in Texas, supposed to also start in 2024 now pushed to 2026, Intel in Ohio, supposed to start in 2025 pushed to 2030-31.
a3TvuN
No.654
>>653
what is value addition in laptops rn? any sauce or info on this. also yaar, i remember buying my gaming laptop for 60k, will it get cheaper for future nanhajeets?
9K/drN
No.655
Lot of exciting news in renewable energy to post them all.
9K/drN
No.656
>>654
dunno it's different for different companies. Samsung has a really small share of market in laptops in india, either they plan to export, in which case they will probably build up the ecosystem or they plan to sell here, for which we will need to increase consumption to get them to commit to build it.
LrJgic
No.657
>>655
damn yaar
7kgsDu
No.658
Let's hope Devanahalli can follow the likes of Hosur and Sannad, but after losing the aerospace park, I can't say I'm confident in it's current leadership ability to do it.
/RM/O3
No.678
Nkp1Ms
No.680
https://the-ken.com/story/how-dubai-suddenly-became-indian-manufacturers-china-alternative/
Amazing how a country with a population upwards of half a billion would lose manufacturing to a country like UAE.
Nkp1Ms
No.681
[Blocked URL: https://www.firstpost.com/tech/china-pressures-foxconn-subsidiary-to-send-back-300-more-engineers-from-indias-apple-factory-report-13927291.html]
Didn't work out the first time, won't work out this time either.
OfQddD
No.684
Intresting point in regards to suzuki's planned 8 billion investment.
>>682
bhosadpill ka bat kya bola? Second wala toh bola positive hai.
9n7b7N
No.685
>>684
something to dwell on, we'll only reach 5k pci at the end of this decade though.
iWFDNZ
No.686
>>685
do you retards even know what is in denominator for pci?
9n7b7N
No.687
>>686
what are you on about?
OfQddD
No.688
OfQddD
No.689
>>687
Man wanted to sound smart without saying anything.
OfQddD
No.690
>>688
This is for the US tarrif
iWFDNZ
No.691
>>687
how do you think per capita income is calculated? what is in the denominator?
9n7b7N
No.692
>>691
population? Its GDP per head
9n7b7N
No.693
>>688
brootal lingamming of low level industries yaar no wonder chodiji is trying to increase domestic consumption.
h41BPn
No.695
>>693
>brootal lingamming of low level industries
He still has not tackled the core issue that is how far behind we are in Secondary Manufacture in this nation. When we chose to feed the masses after forest two war, we went from farming the raw materials to straight up providing services with ready made goods.
Our goal should have been building stuff from the said raw materials on the spot even if the large OBC and Dalits died en masse. Truth is the people that whine about eugenics this and the sacrifice that won't exist if Lundian goverment chose that brutal step back then, the same way China did. Since their entire bloodline would have been purged.
Regardless, we still can fix it if they start diverting money budget towards secondary manufacture. Our only challenge would be finding the customers across the world.
rDcmO7
No.696
>>693
Ironically, because we do so poorly in those sectors, we are not that badly affected by tarrif. Diamonds is probabaly the highest in terms of value.
rDcmO7
No.697
>We are setting up a new factory nearby for mobiles, tablets, and IoT. It is expected to be operational within six months,” Rahul Sharma, Co-founder of Bhagwati Products, told Moneycontrol. “The existing factory that we took over from Vivo has already been expanded, with capacity going up from 1 million to 4.5 million units.”
>The third factory in Greater Noida, he said, will probably be the country’s largest factory. “We are in a major expansion mode."
ehzdtz
No.698
Japan and France are our greatest allies.
LrJgic
No.705
>#WATCH | Union Minister for Electronics and IT, Ashwini Vaishnaw inaugurates India's First Manufacturing Plant for Tempered Glass, 'Optiemus Infracom Limited' in Noida, Uttar Pradesh.
interesting
A7DrkG
No.724
A7DrkG
No.725
Electronics manufacturing picking up in Maharashtra. Good that it's happening outside of Mumbai, Pune and Nagpur, too.
pSDbe1
No.735
haryanachads eating good. it will meet 40% of all domestic manufacturing demand.
pSDbe1
No.736
>>735
they will likely scale it for exports considering all that land for expansion they have bought.
aUKGUy
No.739
>>737
I posted about this before, but this will most likely come around noida. A lot more semiconductor stuff is going to pop up there while everyone is focused on Gujarat.
The city is basically made to be our Shenzhen.
LrJgic
No.740
>>739
Can UP have satellite cities to Noida? Why can't they create SEZs around their major rivers like ganga and use inland waterways for cheaper navigation of goods?
aUKGUy
No.741
Speaking of Harayana, they made it to the list of Indian States with the most number of factories now at 10.
1. Tamil Nadu - 40,121
2. Gujarat - 33,311
3. Maharashtra - 26,539
4. Uttar Pradesh - 22,141
5. Andhra Pradesh - 16,011
6. Karnataka - 14,984
7. Telangana - 13,446
8. Punjab - 13,166
9. Rajasthan - 10,868
10. Haryana - 10,389
>Tamil Nadu is still leading but the gap between them and Gujarat is shrinking.
>Maharashtra fell to 5th but now is growing again.
>UP registered the greatest rise with over 3000 factories
>Kerela and West Bengal both were once part of the 10, now fall below the list.
>China's biggest province by factories, Guangdong still has the more factories than all of India combined.
Keep in mind, the factories here are simply the numbers of registered sites. Scale doesn't matter.
>>740
Isn't that Greater Noida? West UP is mostly doing quite well, it's the east that's a concern.
AkzVl9
No.743
Supposed to have been hints at semicon india but this still a work in progress.
Problem is with Ashwini loves to hype up smaller things to big proportions
LrJgic
No.744
>>743
We should focus on the relevant part, ignore the optics. When you see the state of those opposing shit - they have to hype similarly.
LrJgic
No.745
>>741
>Isn't that Greater Noida? West UP is mostly doing quite well, it's the east that's a concern.
Yeah was talking about rest of the region along the ganga river.
LrJgic
No.746
>>741
>>Kerela and West Bengal both were once part of the 10, now fall below the list.
owar
>>China's biggest province by factories, Guangdong still has the more factories than all of India combined.
BRVTAL
LrJgic
No.748
>>747
>TCS
>tata
don't be hopeful yaaraaa, anything tata touches it goes to shit. They are trojan horse.
sM7aOe
No.749
After pausing talk with tower previously, Adani is going to try it again with someone new.
>>748
Tata isn't that bad. They're atleast moving towards the critical sector we need for national security.
I5b7kW
No.751
are there any good investment opportunities in this boom?
ii08uB
No.760
We need this desperately
>>751
>He didn't buy dixon in 2023
Shouldn't have been leftoidslop about make in India failing.
LrJgic
No.763
>>760
tldr about this sirs.
wtgraw
No.786
Next time you see some retarded libtard say erm we are akshually doing assembly not manufacturing post them this
>>763
Yaar who even knows what's going on between the trade negation anymore? Trump is erratic and Navarno and Goyal are both clowns. Anything can happen - good or bad (mostly bad)
0SFMlw
No.790
>India’s Manufacturing Momentum: Performance and Policy
>India’s electronics manufacturing sector has seen a sixfold rise in production and an eightfold surge in exports over the past 11 years. Electronics value addition has jumped from 30% to 70%, with targets to reach 90% by FY27.
0SFMlw
No.791
>>786
>Yaar who even knows what's going on between the trade negation anymore? Trump is erratic and Navarno and Goyal are both clowns. Anything can happen - good or bad (mostly bad)
Considering the deals related to Eu/Korea/Japan these guys are completely untrustworthy.
Having no deal is better than any 'deal' at this point. They have zero worth in what they say.
7TfbTt
No.833
This caused a shitstorm on twitter. I'm not caught up on the details, but given even responce from offical channel is getting booed, I expect greater and much necessary scrutiny.
>>791
Yeah, you can't trust a word from Trump's team. The Indian teams are now saying how negations are being made on things beyond just trade related. Meanwhile, Trump is renaging on his own terms to push even more tarrif like with EU now.
7TfbTt
No.834
As always with Ashwini, there is hype that isn't always substancive, but this is all positive signs to a maturing industry
[Blocked URL: https://www.livemint.com/technology/electronics-component-manufacturing-scheme-supply-chain-ashwini-vaishnaw-11759413596561.html]
RmRumL
No.845
Crazy comeback for ola. Damn, I owe them an apology.
LrJgic
No.846
>>845
It's amazing that likes of Ola are working on these while clowns like Tata and Mahindra still dependent on china.
K9DnGO
No.847
If tata actually goes public, we have actually see them grow more bold in terms of risks. But I doubt it in the short term.
K9DnGO
No.849
Now isn't that quite a plot twist, huh?
kt/wOi
No.893
This is why domestic consumption works even without perfectly industrial policy
yaR6Sn
No.906
Could be a trap but with US and China fallout out timing is better than ever.
LrJgic
No.907
>>906
do these deal even worth something. considering amount of time americans fucked over koreans and japanese.
yaR6Sn
No.908
>>907
Right now, us isn't at a good spot since they are being squeezed by China over rare earth, but that could always change
T0lAFB
No.914
>>906
Maybe just maybe this time but I still don't want to fall for it again...
1gESsB
No.916
>>915
Be sure to not fall for lilbtard acting as sepoys to push US lines. We are still hedging our best (as we should, US is not reliable)
1gESsB
No.917
>>916
*bets
1gESsB
No.918
It's important to understand all the doompilling by people who want to get a trade agreement, any agreement, is a shill.
yrivQb
No.922
>>921
Interesting stuff. GST collection grew too yoy
WL3gfV
No.923
>>922
High demand (because of sales) is why manufacturing grew. Record number of cars and iphone sales
dx0zYo
No.924
>>455(OP)
How to start an electronics manufacturing anons? basic one like that will get me into supply chain
LrJgic
No.978
>Some milestones of Indian New Space startups in 2025
/photo/1
LrJgic
No.979
>>960
interesting
AY+zwM
No.987
Goverment is aiming at increasing value addition now
ME1rVV
No.989
This is massive. We need similar action against cement.
Skjc1C
No.990
>>987
Good read in tangent to it.
kKox7p
No.1001
atmanir is an even fucking meme than vishwaguru
kKox7p
No.1002
>>1001
*atmanirbhar
pR90pt
No.1011
Something big is going to happen in the Indian AI mission in the new few months or so
LrJgic
No.1012
>>1011
hope so sirs
Nt+oq/
No.1013
>>1012
People are underestimating sarvam ai, but I think they can actually do it.
Nt+oq/
No.1015
I'd say blackpill, but then it's Reliance. It's sort of what you'd expect.
Nt+oq/
No.1016
>>1015
Reliance seems to say that they're plan is still going on.
How they will do it without a partner or r&d spending,i don't know.
Nt+oq/
No.1017
>>1016
Also, this has continued to make me doubt bloomberg. They're reaching reuters tier now.
bis7NP
No.1022
That would make them the 9th most car producing nation today. Insane.
bis7NP
No.1055
https://the-ken.com/columns/zero-shot/sarvam-ais-rs-10000-crore-pivot/
Sarvam is going to be massively. It's more
LrJgic
No.1056
>>1055
waaaaaah based was talking to anons just yesterday about it
8UT7I0
No.1063
Many happenings in trade front
EU
USA
8UT7I0
No.1066
>>1063
All of the establishment republicans like Marco Rubio and now Ted Cruz have been better for India.
https://www.axios.com/2026/01/25/cruz-trump-vance-secret-tapes
LWtvc6
No.1068
After airports, adani going to build planes as well.
[Blocked URL: https://www.livemint.com/companies/news/adani-group-announces-landmark-pact-with-brazil-s-embraer-to-develop-regional-transport-aircraft-in-india-11769494703592.html]
LWtvc6
No.1069
Why is thread not longer being bumped? Bump limit?
92W8wB
No.1070
lemme try
>>1069
LWtvc6
No.1071
>>1070
It's hit bump limit I guess. Will make new thread next time.
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