VOL XX, ISSUE 16

31 August 2020

Top Stories Policy Scan Industry Scan Business Opportunity ELCINA Update Upcoming Events

 

 Top Stories                                                                                

 

Bharat Electronics Limited completes manufacturing milestone of 30,000 ventilators

 

Bharat Electronics Limited NSE -2.12 %, a Navratna PSU under the Ministry of Defence, on Friday announced the successful completion of manufacturing 30,000 numbers of ICU Ventilators in a 'record time' to help the Government of India in its efforts in combating the COVID-19 pandemic.  Ministry of Health & Family Welfare placed an order for these 30,000 ICU Ventilators in April 2020 to meet the healthcare infrastructure requirements of the nation, seeing the rise in COVID cases, Bengaluru-headquartered BEL said in a statement. BEL has manufactured the ICU Ventilator, Model CV 200, based on licensing agreement with Skanray Technologies Private Ltd, Mysuru, and design support from DRDO.  "The indigenization efforts of DRDO, BEL and Skanray in addressing the non-availability of critical components like highly complex medical grade miniature proportional valves, on/off solenoid valves, oxygen sensors and flow sensors was certainly a game changer as India can now boast of a capable and mature medical electronics ecosystem," the statement said. After receiving the order, based on its 'Agile Production System Capability', within two weeks BEL established the manufacturing line to produce 500 to 1,000 Ventilators per day, it said. Manufacturing of these ventilators was undertaken during severe lockdown period and BEL received immense support from various government agencies to resolve the supply chain disruptions.

 

(ET, Aug 14, 2020)

 

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Identified 20 sectors where India can become global supplier: Piyush Goyal

 

The government has so far identified 20 sectors where India can meet domestic demand as well as become a global supplier, Commerce and Industry Minister Piyush Goyal said on Thursday. He said industry body Ficci and other associations are working with the government in this regard. "We have identified first 12 sectors and now 8 more, so we have 20 sectors in which Ficci and other associations are very much part of our engagement, where we have identified sectors where India can not only meet own domestic needs but also become globally competitive and become global leader supplying to the world," he said in a Ficci webinar. These sectors include food processing, organic farming, agro chemicals, electronics, industrial machinery, furniture, leather, auto parts and textiles, among others. He also highlighted that despite having skilled carpenters and artisans, India continues to import furniture. "Can we not prepare India to become the factory of the world for furniture, can we not build to scale at competitive prices so that the world looks at India, to source from India," he added. Further talking about yoga, the minister said yoga holds huge potential for industry and young entrepreneurs as the world is excited about it.  "But did India really grab the opportunity that the Prime Minister (Narendra Modi) opened up for India. Did we set up 100,000 yoga centres all over the world, did any entrepreneur amongst you or startups thought in terms of the possibilities that yoga offers by planning to train maybe 100,000 or 500,000 yoga teachers who would find an opportunity across the globe," Goyal noted.

 

 (ET, July 23, 2020)

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Chinese firms hit by new import hurdles in India – sources

 

Greater scrutiny of Chinese imports follows calls for boycotts from Indian nationalist groups linked to Prime Minister Narendra Modi's ruling party, angered by the killing of 20 Indian soldiers in the border clash in June. The Bureau of Indian Standards (BIS) has in recent weeks delayed approvals for mobile phone components and televisions, jeopardizing the plans of firms such as Xiaomi as well as Oppo, industry sources in India and China said. BIS Director General Pramod Kumar Tiwari did not respond to requests for comment. China's commerce ministry and the foreign ministry did not immediately respond. Xiaomi declined to comment, while Oppo did not respond.  The most serious border tension in decades between the Asian giants has hurt already hurt their economic ties and Indian officials expect the damage to get worse. "The relationship has gone south dramatically," said one official, adding India was unlikely to immediately approve several investments proposals from Chinese companies. "We cannot do business as usual." India had mandated the screening of investment flows from China in April but the government has been slow in approving any since the clash.  A senior Indian official said the government was working on a new standards policy - likely to be announced by the end of August - in a bid to target low-quality products from China and elsewhere. But those deliberations have stalled approvals for even branded Chinese companies' hoping to step up sales, one Indian industry source said. "The products are not getting clearance as quality standards are being upgraded because of which many product lines could be affected," said the official, who declined to be identified.

 

(Market Screener, Aug 14, 2020)

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5 global champions, top mobile cos apply to make in India; Rs 12 lakh cr proposals under PLI scheme

 

Prime Minister Narendra Modi’s ‘Make in India’ programme may have finally got a big push, with the government receiving proposals worth Rs 12 lakh crore from marquee global companies to start manufacturing under the PLI scheme. “… All the top mobile manufacturers and their contract manufacturers have applied in that (PLI) scheme, including five global champions and five national champions,” Union Minister Ravi Shankar Prasad said. Global companies have collectively pledged to make mobile phones and components worth Rs 12 lakh crore in the coming five years, he added. Out of this, Rs 7 lakh crore worth of items will be exported from India. The move will not only push domestic manufacturing but will also provide 12 lakh direct and indirect jobs, Ravi Shankar Prasad, minister for IT and Communications, said. So far, Apple’s iPhone maker Foxconn and Wistron, global tech giants such as Samsung, and homegrown brands such as Micromax and Lava have applied under the PLI scheme, which aims to boost electronics manufacturing in India. On 1st April 2020, the government notified three schemes aimed at promotion of electronics. PLI or production-linked incentive scheme was one of them to boost large scale electronics manufacturing. Other two schemes for manufacturing of electronic components and semiconductors, and modified electronics manufacturing clusters (EMC 2.0) scheme. These schemes jointly offer incentives of around Rs 50,000 crore over the period of next five years. 

 

(FE, Aug 19, 2020)

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 Fortnightly Previous Edition

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Rajnath launches online portal to promote indigenization in defence production

 

Defence Minister Rajnath Singh launched an online portal that provides information about defence equipment and items that can be taken up for indigenisation by private sector companies.  Moreover, the Defence Ministry said two memorandums of understandings (MoUs) were signed between Indian Institutes of Technology (IITs) and the defence public sector undertakings (DPSUs) in the presence of Singh on Friday, the concluding day of "Atmanirbhar week". Similarly, two MoUs were signed between private entities and the DPSUs on Friday. According to the ministry, the defence minister on Friday said, "Till sometime back, for our defence procurement, we have been looking towards the best technologies available in the world. But now our outlook has changed."  "We are thinking on how to manufacture latest equipment ourselves or through joint ventures or transfer-of-technology," he added, as per the ministry's statement. The aforementioned online portal that will promote indigenization of defence items' production is called "SRIJAN". The DPSUs, Ordnance Factory Board (OFB) and headquarters of the armed forces (SHQs) can display on SRIJAN those items that are being imported currently so that the Indian industry can design, develop and manufacture them domestically as per its capability, the ministry noted. It said the concerned DPSU or the OFB or the SHQ will interact with the Indian industry based on its requirement of the equipment and as per the guidelines. 

(ET, Aug 14, 2020)

 

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Import licence rules upsets TV makers' festive season plans, thousands of imported TVs stuck at ports

 

More than 21,000 largescreen television sets are stuck at India’s ports with leading manufacturers such as Samsung, LG, Sony and TCL yet to get the import licences that they now need, three industry executives said. Most of them, about 17,000, are sets of 55 inches and above imported by Samsung India, the country’s largest television brand by market share, they said. The company currently imports around 35% of what it sells in India. The government re-introduced import curbs on TV sets on July 30, putting them on the restricted list for the first time in 20 years with the objective of boosting local manufacturing as part of the Atmanirbhar Bharat (self-reliant India) programme.  Companies had to seek a licence to import televisions with immediate effect. Companies such as Samsung, Sony and TCL have applied for licences but industry executives said there isn’t much clarity about when they will get them. About 35% of television sets sold in the country are imported. Industry executives said this has upset the inventory planning of brands for the festive season, while retailers said stocks are running out. There’s a shortage of Samsung, LG and Sony sets of 55 inches and above with no visibility on availability, said Nilesh Gupta, director of Vijay Sales, a leading electronics retail chain in Mumbai and New Delhi.  Sony India television business head Ranvijay Singh said its licence application is being processed. He declined to comment on stock getting stuck at ports but said about 99% of Sony televisions are made in India and the company is fully geared up for the festive season. 

(ET, Aug 16, 2020)

 

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SECTIO I - POLICY SCAN                                                                                                      

 

UP govt. launches new electronics manufacturing policy

 

With the hopes to make the state the new global electronics hub post the coronavirus pandemic, the Uttar Pradesh government launched a new electronics manufacturing policy. “ With the new UP Electronics Manufacturing Policy 2020, UP will be able to position itself as the leading state ready to welcome global investors making India as an alternative investment destination in the post Covid-19 scenario. It has a goal of inviting investment of ₹40,000 crore in five years and four lakh direct employment,” read a statement released by the state government. The new policy also has a special focus on Purvanchal and Bundelkhand regions. “Addressing the regional imbalance, the new policy will provide special benefits to Purvanchal and Bundelkhand regions. Policy provides very attractive incentives over and above government of India incentives,” the statement further reads. In a bid to attract investors, the new policy has made the investors eligible for capital subsidy of 15% and additional capital subsidy of 10% on investment more than Rs 1,000 crore. “The investors will also get interest subsidy of 5% per annum on the loan obtained from scheduled banks/ financial institutions. The new policy will also provide stamp duty exemption, land subsidy, patent cost reimbursement, electricity duty exemption, incentive for EMC development and individual units,” the statement said. For the Bundelkhand and Purvanchal regions, the new policy has provided 50% land subsidy on prevailing sector rates to the investors. Incentives offered under the new policy will be up to 100% of the fixed capital investment (FCI) excluding PLI incentives offered by the Centre. The statement said the Uttar Pradesh Electronics Manufacturing Policy 201 had got tremendous success and had achieved the investment and employment generation targets in its third year itself. 

(ET, Aug 19, 2020)

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 SECTION II - INDUSTRY  SCAN                                                                                            

 

General

 

India’s electronic warfare units are archaic, but camouflage, concealment can blunt PLA

 

If the People’s Liberation Army of China leads a technology-driven attack on the Indian forces in high altitude terrain, what are India’s options? The PLA will rely more on Cyber and Electronic Warfare, and PGMs, rather than on an infantry-predominant close-combat attack from a position of disadvantage. In the near future, cyber, electronic, space and artificial intelligence domains of warfare will be exploited, in addition to the traditional domains of land, air and sea. With full-scale wars between nuclear weapon States being a passé, these new domains will be the primary means of use of force in the competitive conflict among nations. An article by a US think tank visualizes the future of war well. Published in February this year, the authors create a ‘modern’ battlefield of 2035, involving India on one side and China-Pakistan on the other in Jammu and Kashmir. But kinetic and electronic attacks by drone swarms are no longer a fantasy. Nearer home, there was a report in Pakistan media last week about cyber-attacks targeting Army personnel and government officials. It has been speculated that the May 2017 Sukhoi 30 crash in Arunachal Pradesh was caused by a cyber-attack from China. Our armed forces have been seized of the problem for the last two decades now, but not much has moved. In 2004, former Chief of Army Staff General S. Padmanabhan, soon after his retirement, wrote a fictional account The writing on the wall-India checkmates America 2017  a scenario of an India-Pakistan war wherein US acts in collusion with Pakistan, but is neutralized by an Indian cyber-attack. This optimism back then was due to a growing acknowledgement for India as a world leader in Information Technology. However, despite an early start, so far in real terms, we have only taken baby steps.

 

(The Print, Aug 20, 2020)

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Electronics makers will not offer steep discounts this festive season

 

Top lifestyle and consumer electronics companies are offering some of the lowest discounts in recent years in the ongoing end-of-season sale period, both at stores and online. The companies expect the trend to continue in the festive season as well, as they are either low on stock or demand is reviving faster than supplies.   Apparel retailers have limited stock, mostly what remained unsold since March when the country went into the lockdown. For smartphone and electronics firms, demand has outstripped supplies, especially in products priced below Rs 15,000, negating the need for big discounts. In categories such as television, the discounts are the lowest in at least five years, as a component shortage is affecting their production and supplies.
"In this situation, people won't step out and shop even if there is a discount. The industry is seeing one of the lowest discounting periods at stores as well as online," said J Suresh, the chief executive at Arvind Fashions that sells brands such as Calvin Klein, Gap and US Polo Assn. "Festive season will have a few promotional offers, but not reduced price-tags," he said. 

(ET, Aug 20, 2020)

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New Delhi hurting itself by snubbing Beijing

 

In recent months, the Indian government has taken a series of actions targeting China, from suspending customs clearance of imports from China, banning the use of a series of Chinese apps, offering incentives to lure manufacturing companies to relocate from China to India, and asking Indian pharmaceutical companies to wean themselves from Chinese chemicals. These are part of the Indian government's so-called self-reliance plan to reduce Chinese imports and use the vast Indian market to attract manufacturing enterprises to invest in India. Taking advantage of the anti-China political atmosphere created by the Unites States, the Indian government plans to increase its manufacturing share from 15 percent to 25 percent. It seems that India has achieved initial success in its plan, especially in the field of electronics manufacturing. After it offered $6.65 billion (46.06 billion yuan) as incentive to encourage India-bound electronics manufacturers, about two dozen overseas companies have reportedly pledged $1.5 billion to build mobile phone factories in India. However, because of excessive protectionism and poor infrastructure, India is yet to realize its industrialization. India can learn from China's experience. China's capital and strong infrastructure construction capacity can help India improve its infrastructure and lay the foundation for its manufacturing industry.

(ChinaDaily.com, Aug 19, 2020)

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India needs to move beyond manufacturing to become product leader

 

The ‘Local ke liye Vocal’ call came after the Chinese aggression at the border forced the national leadership to look beyond the investment from the neighbouring country and scout for more global partners who can infuse top dollar in the Indian supply chain and product development ecosystem. From consumer electronics to auto manufacturing, from IT and allied sector to mobile phones, India is now aiming to create a robust local ecosystem by developing the skill set and building the supply chain locally. The landscape is gigantic and buoyed by the immense opportunity; non-Chinese giants like Apple and Samsung are planning to invest billions of dollars into the manufacturing economy. Global mobile manufacturing giants Samsung, Foxconn and iPhone maker Pegatron have applied for the Centre’s production-linked incentive (PLI) scheme for electronics worth Rs 11.5 lakh crore in the next five years. Is this sudden shift seeking billions of dollars from the US and non-Chinese tech giants going to help us towards creating an indigenous ecosystem where desi companies can also flourish beyond creating design, helping in R&D and building world-class products? According to Satya Gupta, Chairman, India Electronics and Semiconductor Association (IESA), the Indian landscape has always been quite diverse, and it is just a perception that everything is happening with respect to Chinese companies only. “If you look in the past, Nokia and Ericsson had a large presence here. Samsung has now been there for a long time. If you look and segregate the companies other than three large cell phone companies, the rest are non-Chinese,” Gupta told IANS. He said that it is a right strategy for the country to continue to work with global partners. “If you have to be self-reliant, it cannot be achieved through isolation,” the IESA executive stressed.

(Telegana Today, Aug 18, 2020)

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Finclusion to 'Swavalamban': The road ahead for MSMEs

 

Covid-19 has changed the course of millions of Micro Small & Medium Enterprises (MSMEs), which are under severe economic distress due to this unprecedented pandemic and the consequent prolonged lockdown. As such, the survival rate of most MSMEs in India is a big question mark. Against this backdrop, let us discuss how entrepreneurs in the MSME sector can see the light at the end of the tunnel. As per NSSO data, India has 63.4 million MSMEs providing employment to around 111 million people. So a majority of the MSMEs are of one man and/or one woman shows’. Out of these, 31 per cent are involved in manufacturing, 36 percent in trade and 33 percent in services. While 49 per cent of MSMEs are located in urban areas, 51 per cent are in rural India. It is well recognized that MSMEs significantly contribute to gross domestic product, jobs and exports of India. However, to maintain their competitive advantage, they have to upgrade themselves constantly to counter challenges of technological obsolescence, changes in customers’ demands/ expectations, market linkages, skilled manpower, government policy, etc. Access to finance is a major issue, hindering growth of these enterprises. To resolve this issue, Reserve Bank of India (RBI) issued licenses to Small Finance Banks in 2015 with a view to channelizing finance to MSMEs and achieving 100 percent financial inclusion.

(Forbes India, Aug 18, 2020)

 

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Insights on the semiconductor and next wave of opportunities

 

The COVID-19 crisis is unprecedented in our time. While the recession during the financial crisis from 2007 to 2008 was driven by stagnating consumer demand, the COVID-19 situation induced a shock to both global demand and supply, creating a dual challenge. This unique phenomenon makes it difficult to extrapolate from past crises to make predictions. We can expect demand to decline by 5 to 15 percent for the semiconductor industry as a whole this year compared to 2019 (Exhibit 1). Breaking down this projection by major end markets—PC or server, wireless communication, wired communication, consumer electronics, automotive, and industrial applications—shows that demand shifts vary greatly, with steep declines anticipated for some markets and gains expected in others. These differences can be explained by the diversity of underlying trends that affect demand for semiconductors, and the varying.    Like all business leaders, semiconductor executives are wondering how they can adapt to sudden changes in demand, as well as other uncertainties associated with COVID-19. They may find a path forward by following a framework that McKinsey created to assist companies on their journey to the next normal. It includes five stages: resolve, resilience, return, reimagine, and reform.

 

(Eletimes.com, Aug 14, 2020)

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Information Technology & EV’s

 

Adoption and implementation of ambitious National Digital Health Mission (NDHM), a rough road ahead

 

The ambitious National Digital Health Mission (NDHM) launched by Prime Minister Narendra Modi on Independence Day has a rough road ahead in terms of adoption and implementation. India a country with already weary health infrastructure and resource shortages, covid-19 pandemic is further exhausting its healthcare system. The NDHM comprises six key building blocks or digital systems namely, HealthID, DigiDoctor, Health Facility Registry, Personal Health Records, e-Pharmacy and Telemedicine. The complete technology-based initiative having a potential to be a game changer, are expected to face hurdles in rural India with low internet penetration and little digital health resources. However, India has majorly pushed telemedicine services during covid-19 pandemic, the country has been facing major problems in running the services in rural India for long. Telemedicine involves the use of telecom and information technology to provide healthcare from a distance which is impeded in rural India due to absence of infrastructure, Internet connectivity and lack of sufficient medical personnel. “Digital literacy and accessibility of digital records is a particular concern in rural areas. Digital literacy is another challenge and government will need to train and equip healthcare workers in digital technology," said Vikram Thaploo, CEO, Apollo telehealth. According to a senior health ministry official, for effective telemedicine services, the minimum Internet speed required for consultation with a patient through a computer is 2 Mbps, which is not available in most of the villages. With 159 Internet service providers in India, broadband penetration in the country is less than 2%, according to the government.

(LiveMint, Aug 16, 2020)

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StartupIndia: How ‘Digital India’ And ‘Make In India’ Power India’s Tech Juggernaut

 

Back in 2014, India had just over 233 Mn internet users in a population just shy of 1.3 Bn, with a lowly penetration rate of under 20%. But with its focus on technology and boosting India’s digital economy, the new government which was formed in 2014, set out to change this. In September 2014, Prime Minister Narendra Modi launched one of the flagship projects ‘Make In India’ among a host of other initiatives to build the digital economy. By July 2015, the launch of Digital India signalled India’s intention of becoming a global tech superpower.  While Make In India was devised to transform India into a global design and manufacturing hub from an import-centric consumer market, the Digital India programme was about reviving infrastructure projects and bring a measure of digitisation in every aspect of life — from finance to education to commerce and governance. Together, Digital India and Make In India served as a powerful call to action for Indian innovators, citizens and business leaders. And just as importantly, it was an invitation to potential partners and investors around the world that India was ready to become more than just a massive consumer market. One of the major indicators of digital transformation in India is the rise in the number of internet subscribers in India. From around 233 Mn in 2014, India today has over 504 Mn active internet users. Much of the credit for this goes to the launch of Reliance Jio, which completely changed the telecom and mobile internet game in 2016. As of July 2020, TRAI reported 676 Mn broadband subscribers in India, including both wireless and wire line connections. Further, India has over 1.14 Bn mobile subscribers, out of which 629 Mn are based in urban areas.

(Inc42, Aug 14, 2020)

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Electric vehicle market likely to be Rs 50,000 crore opportunities in India by 2025: Report

 

The electric vehicle (EV) market is likely to be a Rs 50,000-crore opportunity in India by 2025, with two- and three-wheelers expected to drive higher electrification of the vehicles in the medium term in the wake of COVID-19, according to a report. The report by Avendus Capital, which is an investment banking arm of financial services provider Avendus Group, also said the total cost of ownership (TCO) in case of low- and medium-speed electric two-wheelers is already lower than internal combustion engine vehicles. "With the present and projected level of EV penetration in the country, EVs in India could represent a Rs 500-billion opportunity by 2025. Two- and three-wheelers will lead the electrification movement in India in the medium term," it said. The report also said it expects 9 per cent penetration by 2024-25 in the two-wheeler segment and with the right macroeconomic environment, the number can further go up to 16 per cent and while the segment could grow to Rs 12,000 crore by 2024-25. E-rickshaw has also emerged as a large market in India in a short time frame even as a large part of this market is still unorganised and based on lead-acid batteries, the report stated. It added that this market is expected to rapidly shift to lithium-ion battery and by 2024-25, as much as 40 per cent of the e-rickshaw market is expected to be li-ion based. 

(ET, July 23, 2020)

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Telecom

 

Samsung May Shift Major Part of Phone Production to India: Report

 

Samsung is looking to shift the major part of its manufacturing unit from Vietnam and other countries to India, The Economic Times reported (ET). The South-Korean electronics giant will produce devices worth $40 billion (3 lakh crore approx.) over the next 5 years in India under the Indian government’s Production Linked Incentive (PIL) scheme. “Samsung is mulling diversifying its production lines to make smartphones in India under the government’s PLI scheme which will impact its current capabilities in countries such as Vietnam,” an unnamed source told ET.  Vietnam is the second-largest manufacturing hub for Samsung after China. Samsung’s move to India would not only create more job opportunities but also establish India as the global manufacturing base it’s been vying to become. The Ministry of Electronics and Information Technology announced the PLI scheme on 1 April 2020. Under this scheme, a series of production incentives are being offered to local manufacturing units and at the same time attracting foreign manufacturers for assembly, testing, marking and packaging of products. As of 1 August, as many as 22 companies like Foxconn, Rising Star, Samsung, Wistron, and Pegatron have registered for the PLI scheme. This also includes local manufacturers such as Lava, Dixon Technologies, Bhagwati (Micromax) and Optiemus Electronics who made BlackBerry devices. Union Minister for Information Technology and Communications Ravi Shankar Prasad said that these companies will be responsible for producing smartphones and components in India worth Rs 11.5 lakh crores in the coming five years. Of these, products worth Rs 7 lakh crores will be exported.

 

(The Quint, Aug 19, 2020)

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Assam student uses discarded Chinese e-waste to make installations

 

Rahul Pareek uses broken calculators, insect-killing Chinese rackets, discarded study lamps, defunct motherboards, cracked LED lights, disposable plates, and even old radios to make unique art pieces. The Dhubri resident collects the electronics from his friends and neighbours.  At a time when the country has been boycotting Chinese products, Rahul has used the same products to send a strong message of India's victory of China. Rahul Pareek took a fortnight to complete this 5 feet long portrait which represents the courage of our soldiers to fight against all odds for this Independence Day. Rahul said, "I have done a lot of artwork with e-waste. Now for this Independence Day, I created portrait made of all the Chinese waste materials. This portrait is a tribute to the soldiers who were martyred on the border. My work gives out the message that no matter what, for us, our nation is our priority. This work is my contribution to mission ‘Atma Nirbhar Bharat’ which was introduced by PM Narendra Modi. As per the demand of the situation, I think we have to boycott Chinese products.”  Pareek is a student of Commerce in KC Das Commerce College in Dhubri district in lower Assam. He is also a certificate holder in Fine Arts from a local institute .His innovation has brought him accolades in the past as well. Pareek has met cricketer Virat Kohli, Assam Chief Minister Sarbananda Sonowal and presented his art. 

(India Today, Aug 14, 2020)

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 Defence & Solar

 

Jindal Aluminium increasing focus on defence, aerospace segments: Pragun Jindal Khaitan, MD

 

The country's largest aluminium extrusion firm Jindal Aluminium, which controls over 30 per cent of the domestic market, is increasing its focus on the defence and aerospace segments as it expects these sectors to be more active given the policy changes allowing private players, says a senior company official.  The Rs 3,000-crore Bengaluru-based company with 52 years of history is also the second largest maker of aluminium flat rolled products, producing 50,000 million tonnes of rolled products, giving it 10-12 per cent of the market; and 1,20,000 million tonnes of extruded products per annum.  Its products reach 42 countries globally, contributing 15-20 per cent of its topline annually, says vice-chairman and managing director Pragun Jindal Khaitan, the grandson of the group founder and chairman Sitaram Jindal. "While we straddle the entire spectrum of the aluminium downstream industry, we see lot of scope to widen our focus on the defence sector with government allowing larger private participation in this. Another focus area is the aerospace segment, where also we see more business coming in from.  "Currently our revenue from these two segments is negligible. We want to really play big in these two areas," Khaitan told . He, however, did not offer a revenue target from these new focus areas. Currently most of its business come from electrical, electronics, facade, solar and aviation, he said.

(ET, Aug 23, 2020)

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Energy storage investment to approach $10bn in 2025

 

With battery storage in particular blooming across the U.S. in recent weeks, analyst IHS Markit – which was among the doom-mongers as recently as a coronavirus-ravaged March – has now joined the chorus of voices predicting the technology which is so critical to the adoption of intermittent renewable energy has finally turned the corner. The London-based forecaster has predicted storage deployment will hit 15.1 GW/47.8 GWh in 2025 and sees investment set to grow from an anticipated $4.2 billion this year to $9.5 billion in five years time’ – no mean feat given IHS has predicted battery module prices will fall 32% over the same period. That falling battery price is one of the reasons cited for the impressive growth of storage deployment already being witnessed in the U.S. IHS Markit’s Energy Storage Service today predicted the States will stay the world’s number one market for the technology for the next five years, helped by a slew of ambitious state-level policies and an impressive project pipeline driven by the Investment Tax Credit. Although the press release issued by IHS to publicize its predictions emphasized how well energy storage is weathering the Covid-19 storm – and, by implication, how much more storage might be deployed in less exceptional times – it made no mention of the fact 2020 is an election year in the world’s grid scale battery capital.

(PV Magazine, Aug 20, 2020)

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Modi loosens the purse strings to help struggling state utilities

 

The government has relaxed the rules which cap the amount the nation’s cash-strapped electricity distribution companies (discoms) can borrow in a one-off move to add much-needed liquidity to the power sector. The two bodies chiefly responsible for lending to struggling state discoms – the state-controlled Power Finance Corporation and the REC rural electrification body it holds a controlling stake in – can usually lend no more than a quarter of the revenues they have reported in the previous year, under the terms of the Ujwal Discom Assurance Yojana national program set up in 2015 to revive power company finances.  However, the Ministry of Power has stated: “The cabinet committee on economic affairs, chaired by prime minister Narendra Modi, has approved a one-time relaxation to [the] Power Finance Corporation (PFC) and Rural Electrification Corporation (REC) for extending loans to discoms above [the] limits of working capital cap of 25% of last year’s revenues under [the] Ujwal Discom Assurance Yojana.” The move has been taken after the Covid-19 lockdown instituted in March prompted falling power demand and worsened the already chronic cashflow situation of many state discoms. Analysts at Mumbai-based credit ratings agency Care Ratings estimate the amount of money owed by discoms to power generators rose 22% in the February-to-June period to Rs1.19 lakh crore, with disruptions to the billing and payment collection processes further deepening the plight of utilities.

 

(PV Magazine, Aug 20, 2020)

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REIL seeks 6500 quantities of 330Wp solar modules

 

Jaipur-based Rajasthan Electronics & Instruments Limited has invited bids from Indian manufacturers to supply 6500 quantities of 72-cell polycrystalline solar modules with peak rated power output of minimum 330W. The modules must display efficiency of a minimum 16.75% from cells arranged in a 12×6 array and having a conversion efficiency of a minimum 18.6%. The modules should carry a 5.6-year warranty against manufacturing defects. Further, these must be warranted for output peak watt capacity of at least 90% at the end of 10 years and 80% at the end of 25 years. To be eligible, the vendor should have a minimum of 50 MW per annum module manufacturing facilities. It should have manufactured and supplied a cumulative of 5 MW modules during the last one year. The total quantity is to be supplied within two months from the purchase order issue, on the partial shipment basis as mutually agreed.

  

(PV Magazine, Aug 20, 2020)

 

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New 635-660 W module series from Trina

 

Chinese PV manufacturer Trina Solar launched a more powerful Vertex solar modules series at the SNEC PV Power Expo in Shanghai. According to the product sheet for the series, the 132-cell panel is available in six versions offering power outputs of 635-660 W and with efficiency ranging from 20.4-21.2%. The panels measure 2,384×1,303x35mm and weigh 33.9kg. Open circuit voltage is reported at 44.7-45.7 V and maximum power voltage ranges from 36.8-37.8 V, according to Trina. Short circuit current is reportedly 18.30-18.53 ampere with power tolerance 0%/+5%. The operating ambient temperature ranges from -40 to 85 degrees Celsius, according to the product sheet, and maximum system voltage is 1,500 V. The reported temperature coefficient of Pmax is -0.34%/degree Celsius.  The module features a white backsheet, a 35 mm anodized aluminum frame and 32 mm of tempered glass with an anti-reflection coating. Its junction box has an IP 68 rating. Trina unveiled a 600 W version of the Vertex panel in mid-July. Building on the company’s 210mm-wafer-based; multi-busbar; high-density-interconnection; 500 W-plus products, Trina said the innovation that ramped up the output of that model still further was the use of half-cut rather than trisection-cut cells. The string power available for solar projects could rise to 41% for developers who use the Vertex, the manufacturer said last month, with the product offering balance-of-system savings of RMB0.10/W ($0.014), thanks to a need for fewer cables, foundations, racking and other infrastructure. That would drive levelized cost of energy reductions of 2-3%, said Trina at the time.

 

(PV Magazine, Aug 19, 2020)

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Energy Jobs: Vote Solar has a new programs director, plus Primergy, Ginlong, Leidos, Aypa Power, Prologis, US Bank

 

Annie Lappé was promoted to national programs director at Vote Solar. The premier solar advocacy shop just issued report cards for Florida’s largest utilities. Emily Sanders Cohen, formerly the VP of renewable product sales at Engie North America, is joining Primergy Solar as chief development officer. A cornerstone project for Primergy will be the $1.1 billion Gemini solar project on BLM land outside of Las Vegas — what will be the largest solar project in the U.S. when completed. The 690-MW facility was recently approved by the Trump administration. Jing Tian, previously with Shift Energy, and before that Trina Solar, is now general manager at inverter builder Ginlong Technologies USA. Justin K. Alvord, previously with Enel Green Power America, is now director of corporate development at Broad Reach Power, the owner of a 3-GW portfolio of utility-scale solar and energy storage power projects in Montana, Wyoming, California, Utah, and Texas. Jonathan Mizrachi joined Polar Racking as U.S. director of sales. Previously, he served as the director of sales for the solar division of Allied Building Products. The firm’s product lines include rooftop, ground mount and carport solar PV mounting products — specializing in harsh climatic conditions with more than 300 MW of mounting systems installed in North America. Chris Brown has left Stem to join Blackstone-owned Aypa Power (formerly NRStor C&I) as director of business development. In May, Blackstone completed the acquisition of the Toronto-based developer of battery storage solutions. The firm has more than 200 MWh of operational, in-construction and/or contract projects in North America.

(PV Magazine, Aug 19, 2020)

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Book profits in NTPC, play atmanirbhar theme with BEL: Nischal Maheshwari

 

A new vista is opening up for the whole defence sector and given the atmanirbhar strategy of the government, much more business opportunities have opened up for companies like BEL, says the Chief Executive Officer-Institutional Equities, Centrum NSE 1.79 %. We have been positive on the stock as far as NTPC is concerned but unfortunately it has not been performing for quite a bit of time. I was surprised when the management came out with a buyback plan, given that they are paying close to Rs 8000 crore of interest in a year. When you have such a high debt -- Rs 62,000-63,000 crore-- on their book, it is very surprising to find them going for a buyback. We saw the run up in the stock yesterday I think that is more of a temporary thing. One should actually look to book profits in this stock. I have been maintaining for a long time that the first to recover would be the two-wheelers basically because that is where discretionary consumption is going and if individual mobility is concerned, people are willing to spend that kind of money. So buying a Rs 35,000 or a Rs 50,000 motorcycle is much easier than going and spending Rs 5 lakh on a car so that is why we do not see resurgence in the four-wheeler personal vehicle than the two-wheelers.  Secondly, within the two-wheelers, the rural sector has done pretty well and that is why you are seeing this resurgence in Hero MotoCorp. Number wise, they have been close to their pre-Covid levels. That is why you are finding that the Hero has done much better than everybody else but simultaneously, if you look at it some pockets basically even Eicher Motors have done pretty well. The stock went up from almost Rs 12,000 to Rs 21,000 today and there also some pockets are showing resilience in demand. A large pocket which is more to do with the rural demand is showing this kind of resilience. Hero is outperforming Bajaj Auto largely because the latter has 50% sales abroad and those sales are yet to show resurgence. 

(ET, Aug 19, 2020)

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Western Australia welcomes its largest operating solar project

 

Risen Energy’s 132 MWdc Merredin Solar Farm in Western Australia’s Wheatbelt region has reached its full generation capacity and become the state’s largest operating PV project. The development is touted to be one of the fastest builds of a large-scale solar farm seen in Australia yet. The Merredin Solar Farm is located on 460 hectares of former farming and grazing country adjacent to the 220 kV Western Power Merredin Terminal. It features 354,452 solar PV panels and has an expected output of 274 GWh of electricity annually, approximately enough to power 42,000 Western Australian homes. The project created over 400 jobs in the construction phase and will require two full-time workers to maintain the installation now that it is generating at 100% capacity. For Western Australia, the Merredin Solar Farm is a valuable addition to the grid, which today hosts only a handful of large-scale solar projects, including Greenough River, which is adding a 30 MW second stage alongside its 10 MW sister plant, and 20 MW Emu Downs and Badgingarra solar farms, which are part of APA Group’s renewables precinct and colocated with bigger wind farms. After the staged live commissioning was initiated in April, Risen worked closely with the network service provider, Western Power, and the Australian Energy Market Operator (AEMO) through the process. “It has been a pleasure to work with Western Power and their smooth coordination with AEMO has enabled us to reach this milestone of achieving a fully operational solar facility which will supply green power,” said Eric Lee, General Manager of Risen Energy Australia.

 

(PV Magazine, Aug 19, 2020)

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Consumer Electronics

 

Thailand's LED TV manufacturer Treeview forays into Indian market

 

Thailand-based LED TV and appliances manufacturer Treeview has forayed into Indian market in partnership with QThree Ventures by introducing its range of smart Android HD TV. The company partnered with QThree Ventures to introduce its range of products in India, Middle East, European and select African countries, it said in a statement.
Treeview has also roped in Bollywood actor Hrithik Roshan as the brand ambassador in India, and targetting metro and tier-II, III and IV cities with its line-up of products.


"Given our expertise and experience in the Indian consumer electronics market, we understand that Treeview has packed in a host of features that provides consumers with the latest technology at extremely competitive prices," QThree Ventures Founder & CEO Jubin Peter said. According to the company, people are now gradually shifting towards smart TVs with rich features and are opting for bigger TV screens.


"In an environment where consumption of affordable technology is on a rise, we will invest in developing the brand's appliance range in our Joint Venture Factory," it said, adding that it plans to introduce theatre sized Laser TVs which will give a theatre experience to a consumer at home.

(ET, Aug 25, 2020)

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OKIE Ventures Launches its Branded Line of Consumer Electronic Products in India

 

One of India’s fast growing manufacturing companies specializing in OEM (Original Equipment Manufacturer) and ODM (Original Design Manufacturer), OKIE Ventures Pvt. Ltd., has set up OKIE Electronics to launch their own branded range of consumer electronics. The brand makes its entry into the category with OKIE LED TV, a range of world-class televisions. With plans to launch a host of high quality electronic products in the coming months, OKIE Ventures is also set to establish an assembling factory exclusively for their LED TVs in Kolkata by October 2020, just before the festive season of Diwali and a mega state-of-the-art electronic manufacturing facility in Maharashtra by December, 2020. OKIE Electronics introduces the HD LED TV Smart Series with unique features to give consumers an ultimate television watching experience. The ‘OKIE Smart TV’ range is available in different sizes ranging from 24″ to 65″ and comes with an exclusive Inbuilt Sound Bar to give viewers a theatre-like experience right at home. The brand also offers a range of ‘HD TVs’ and ‘Smart TVs’ in different sizes with rich picture quality and gripping sound for an enriching audio-visual experience. OKIE Electronics is also set to launch 32″ and 43″ frameless – slim Bezel Model. OKIE LED TV is currently available in multiple states across India i.e. Maharashtra, Tamil Nadu, Karnataka, Andhra Pradesh, Telangana, Kerala, Bihar and West Bengal. The brand has signed leading actor, Kajal Aggarwal to endorse their LED TV range. Her popularity, particularly in South India will help build a stronger affinity for the brand among consumers in the southern markets. After LED TVs, OKIE Electronics will soon be launching music systems, washing machines, refrigerators and ACs as well under their brand umbrella.

(Goa Chronicle, Aug 20, 2020)

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Consumer electronics, coal and pharma may shine as Make in India themes

 

Amish Shah : 75% of the companies are contemplating seriously having a China Plus One production strategy. If this really goes through as also the targeted efforts that the government is making will lead to some degree of success in terms of make in India, says the MD, Co-head India Equity Research & Equity Strategist, BofA Securities. I would say the make in India as a theme has been around for a very long time and there are sceptics around those too because in the past the scheme has not worked. There has been a big lag but this time around we are confident. And why is that? I would highlight three things. One, I would say this time around, the government is working in a targeted fashion to address the issues.  All of these have been issues in the past and the government is working on it. We are also rapidly trying to curtail our $51-billion trade deficit with China and then you would see that every global company is really looking at China Plus One manufacturing strategy. We have done a global survey on that recently for all the companies that we cover globally and we have learnt that around 75% of the companies are contemplating seriously having a China Plus One production strategy. If this really goes through as also the targeted efforts that the government is making will lead to some degree of success in terms of make in India. Coming to the sectors that you mentioned, particularly within the Make in India theme, we are very confident that the success we saw within mobile phones will now translate into broader consumer electronic category which is all the white goods, televisions, so on and so forth. We also think that this will be reasonably successful in pharma as well as the coal sector. While coal is not so much of an export led sector, there is $23-billion of imports that we do every year for coal and that we think can be curtailed and then subsequently if the theme accelerates to more reforms within defence, maybe the production linked schemes will expand to textiles. We think it could continue to spread across more sectors at this time.

(ET, Aug 19, 2020)

 

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Johnson Hitachi expects to resume growth from 2021, plans to increase indigenization

 

After taking a hit in business this year due to the coronavirus pandemic, air-conditioner maker Johnson Controls-Hitachi Air Conditioning India expects to resume its growth journey from 2021 onwards when situation normalises, a top company official said. The company reported over 70 per cent drop in sales in the June quarter. However, it is fully committed to the Indian market and confident over its long-term prospects and to grow ahead of the industry curve when the growth takes place, the official said. Besides, the company is also endeavouring to promote and push 'Made in India' ACs and aims to reduce its component imports to almost to half and increase exports three folds in the next three years, Johnson Controls-Hitachi Air Conditioning India Chairman and Managing Director Gurmeet Singh told. The company expects to resume its growth journey from 2021 after a blip in the business in 2020 due to disruptions by COVID-19 and subsequent lockdown. "It might take some time but I am hopeful that next year, we would go to 2019 plus level. Whatsoever has happenned in 2019, the market should do better in the 2021. calendar year," Singh said adding "recovery might start in the month of December and January." Johnson Controls-Hitachi Air Conditioning India, which operates in the residential air conditioners, commercial air conditioners and home appliances segment, reported a revenue of Rs 2,197.37 crore in FY2019-20. 

(ET, Aug 17, 2020)

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Samsung, LG target India's surging online market

 

Samsung Electronics and LG Electronics have been expanding into India's fast-growing online market to diversify their sales channels amid the prolonging COVID-19 pandemic, according to industry officials. Like other electronics firms, the two Korean companies have struggled with business there as their offline marketing activities have hit a snag due to the Indian government's lockdown restrictions. They said they are beefing up their e-commerce sales channels at a time when India's online market has been experiencing an explosive growth in the wake of the virus pandemic, prompting consumers to purchase their goods online. Early this month, LG Electronics' India branch launched its own online store as part of its efforts to expand its direct-to-consumer (D2C) sales channel. LG, which is the largest home appliance maker in India, said it decided to open the online store to ride on the increasing popularity of the e-commerce market and added it plans to increase the number of items available in the online mall. "The company-owned e-store will focus on the premium-end products with an assortment of 150 models right now, but will eventually sell 60 percent to 70 percent of its entire portfolio," Deepak Taneja, LG Electronics India business head, told local media.

 

(The Korea Times, Aug 16, 2020)

 

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SECTION – IV - FORTHCOMING EVENTS &  GENERAL INFORMATION              

Overseas Shows

Event

:

Virtual-Electric & Hybrid Vehicle Technology Expo

Organiser

:

Informa PLC

From

:

15-Septemberr-2020

To

:

17-September-2020            

Venue & City

:

Novi, Michigan, USA

Website

:

https://evtechexpo.com/

 

Event

:

Hong Kong Electronics Fair 2020

Organiser

:

Hong Kong Trade Development Council

From

:

13-October-2020

To

:

16-October-2020            

Venue & City

:

Hong Kong Convention and Exhibition Centre

Website

:

https://event.hktdc.com

 

Event

:

Industrial Transformation ASIA-PACIFIC (ITAP

Organiser

:

SINGEX EXHIBITIONS PTE LTD

From

:

20-Oct-2020

To

:

22-Oct-2020            

Venue & City

:

Singapore Expo, Singapore

Website

:

https://www.industrial-transformation.com/

 

Event

:

Taipei International Electronics Show (TAITRONICS)

Organiser

:

TAITRA/ TEEMA

From

:

21-Oct-2020

To

:

23-Oct-2020            

Venue & City

:

Nangang Exhibition Center, Taipei, Taiwan

Website

:

https://www.taitronics.tw/

 

Event

:

Electronica – Munich 2020

Organiser

:

Messe München GmbH

From

:

10-November-2020

To

:

13-November-2020            

Venue & City

:

Munich, Germany

Website

:

https://electronica.de/en/

 

Event

:

HKPCA & IPC Show 2020

Organiser

:

Hong Kong Printed Circuit Association (HKPCA)

From

:

02-Dec-2020

To

:

04-Dec-2020            

Venue & City

:

Shenzhen Convention Centre, Shenzhen, China

Website

:

http://www.hkpca.org/

 

Event

:

NEPCON Japan 2021

Organiser

:

Reed Exhibitions Japan Ltd.

From

:

20-Jan-2021

To

:

22-Jan-2021            

Venue &  City

:

Tokyo Big Sight, Tokyo

Website

:

https://www.nepconjapan.jp/ja-jp.html

 

Event

:

IPC Apex Expo

Organiser

:

IPC

From

:

26-Jan-2021

To

:

28-Jan-2021            

Venue & City

:

San Diego Convention Center, San Diego, US

Website

:

https://www.ipcapexexpo.org/

 

Event

:

productronica Munich

Organiser

:

Messe Munchen

From

:

16-Nov-2021

To

:

19-Nov-2021            

Venue & City

:

Munich, Germany

Website

:

https://www.productronica.com/en/

 

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Since this information is subject to change, especially in view of the spread of the corona virus, all those interested are advised to ascertain the details from the organizers before making any commitment.

Domestic Shows  

Event

:

Convergence India 2020 

Organiser

:

Exhibitions India

From

:

20-October -2020

To

:

22-October -2020

City

:

Pragati Maidan, New Delhi

Website

:

https://www.convergenceindia.org/

 

Event

:

Embedded Tech India Expo 2020

Organiser

:

Exhibitions India & ITPO

From

:

20-October -2020

To

:

22-October -2020

City

:

Pragati Maidan, New Delhi

Website

:

https://www.embeddedtechexpo.com/

 

Event

:

Electronics For You Expo 2021

Organiser

:

EFY Group

From

:

03-Feb-2021

To

:

05-Feb-2021          

City

:

KTPO, Bengaluru

Website

:

https://www.indiaelectronicsweek.com/efy-expo/

 

Note: Since this information is subject to change, especially in view of the spread of the coronavirus, all those interested are advised to ascertain the details from the organisers before making any commitment.

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SECTION - V - ELCINA EVENTS, ACTIVITIES & SERVICES                                          

 

 

  

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Post Webinar Write-Up

 Webinar on

Establishing a Robust Value Chain for a Self-Reliant PCB Manufacturing Sector

07th August, 2020 (Friday) from 12:00 noon – 01:30 pm

 

Background

 

The Indian electronics market is currently valued at USD 127 billion, of which the domestic manufacturing is about USD 70 billion and the rest is imported. Our market is projected to grow at a CAGR of 25%+ and reach about USD 400 Bn by the year 2024-25. PCBs, being the backbone of electronics, are in a huge demand in India. The current demand for PCBs from Indian electronics manufacturing industry is estimated to be close to USD 2.5 billion-including both bare PCBs (US$ 1.8 Bn), as well as value of PCBs that are imported as part of an Assembly (US$ 0.70 Bn).

Looking forward, the demand for PCBs is likely to reach USD 7.3 billion by the year2025 as our market grows rapidly to US$ 400 Bn. This represents a huge growth in demand for PCBs, which cannot be left solely to be catered through imports. The Indian PCB manufacturing industry needs to be augmented to step up domestic manufacturing in India.

The agenda covered the following:

  • Key Findings of the ELCINA PCB Study – Significance of PCBs, Growth Prospects, Segments Driving Growth

  • Policy Environment- SPECS, PLI, Other Schemes supporting PCB Manufacturing

  • Need for Supply Chain and Efficient Infrastructure

  • Bringing together a complex value chain to ensure Globally Competitive Manufacturing

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Speakers at the Webinar

 

Moderator

 

Mr. Rajoo Goel, Secretary General, Electronic Industries Association of India (ELCINA)

 

Webinar Speakers

  • Mr. S.K. Marwaha, Sr. Director / Scientist “F”, Ministry of Electronics & IT (MeitY), Govt. of India

  • Mr. Amrit Manwani, President-ELCINA & CMD, Sahasra Electronics Pvt. Ltd.

  • Mr. Sunil Banwari, MD & COO, AT&S India Private Limited

  • Mr. Richard Puthota, Sr. Director, MacDermid Alpha Electronics Solutions

  • Mr. Anuraag Dhoot, MD, Epitome Components

  • Mr. Palaniappan Muthaiah, Head - Product Sales (Microscope), Carl Zeiss India

  • Mr. A M Devendranath, AVP & Head Energy Vertical, Feedback Consulting

SUMMARY OF DELIBERATIONS

 

Release of PCB Report

 

PCBs, being the backbone of electronics, are in a huge demand in India. To track this growth, ELCINA and Messe Muenchen India (MMI) initiated a series of research reports on PCBs.

 

During the webinar, Mr. S.K. Marwaha, Sr. Director / Scientist “F”, Ministry of Electronics & IT (MeitY), Govt. of India released the PCB Report on the “THE INDIAN PRINTED CIRCUIT BOARD INDUSTRY - 2019 AIMING FOR 10X GROWTH IN DOMESTIC MANUFACTURING”.

 

The objectives of this Report as laid out by ELCINA’s PCB Sector Committee include analysis and forecast of the market size of Indian PCB Industry, highlight the Demand Supply Gap in Indian PCB Industry and Market, Opportunities for investors in Indian PCB Industry and challenges faced and finally suggest the way forward with eco-system and policy support. This report should prove to be an important document and a guide for the international and domestic players in evaluating the market potential and to create business roadmap for investment and growth of this industry in India.

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Mr. Amrit Manwani, President ELCINA & Chairman Sahasra Group

  • Topic is more apt today- because of the Geo-Political situation worldwide.

  •  Total market of PCB -65-70 Billion, out of which 50% is manufactured in China, India Share is only 1% as compared to China.

  •  PCB market to grow around 3-4% in the next few years globally.

Challenges Faced by PCB Industry

  • PCB is classified in ITA-1

  • Scale up manufacturing is not there

  • Capital requirement in India is at high cost

  • Create an infrastructure to produce PCB Productively

We need to develop R&D in Product Design, technology PCB Manufacturing, production technology in PCB Manufacturing in order to compete with other countries.

 

Mr. S.K. Marwaha, Sr. Director / Scientist “F”, Ministry of Electronics & IT (MeitY), Govt. of India

  • Mr. Marwah started by stating that Printed Circuit Boards (PCBs) are the heart of all electronic products and key electronic component emphasizing that promoting the domestic manufacturing and capability development for manufacturing of various types PCBs is extremely important.

  • He further stated that we need to be at the forefront of technology as far as PCB manufacturing is concerned. India has large number of manufacturers but leaving aside about 15 of them, all of them are small scale manufacturers and meeting only small volume requirements.

  • As PCBs are covered under the Information Technology Agreement of the World Trade Organisation (WTO), they attract Zero import duties. However, the small local manufacturers are unable to compete with global manufacturers due to lack of size and scale given the inherent disabilities present in the manufacturing ecosystem.

  • But going ahead under the National Policy on Electronics 2019, there will be focus on size and scale, deepening value addition and promoting exports in a big way. While the industry needs to scale up substantially, develop capabilities, upgrade technology to become globally competitive, for the same, the Indian government has already included PCBs under both the new schemes- Production Linked Incentive Scheme providing 4% - 6% production linked incentive as well as the Scheme for Promotion of Manufacturing of Electronic Components and Semiconductors (SPECS).

  • The entire ecosystem of PCB manufacturing has been covered in both the above-mentioned schemes, right from the finished bare PCB TO PCB laminates, photopolymer films, PCB printing inks and so on with the clear mandate that we need to develop the entire supply/value chain of PCB manufacturing that needs to built up in the country.

  • Unfortunately, out of the demand of about 1.8 billion dollars of bare PCBs, more than 90% of the same is being imported. Going ahead, with a target of 400 billion dollars of production by 2025, the demand will reach 5 – 7.5 billion dollars by 2025 and just depending on imports is not appropriate as the domestic manufacturing capability needs to be developed.

  • He mentioned the key products which will drive the demand for PCBs in the coming years- mobile phones, computer hardware, televisions and set top boxes.

  • He urged the industry to look at the growing demand and make their investment plans as well as taking advantage of the SPECS scheme. Though the Product Linked Incentive (PLI) scheme is over but it will be seen if its extended further for core electronic components as it is important to compensate the production disabilities besides the CAPEX subsidy of 25% which is available under the SPECS scheme for 3 years while urging the manufacturers to look at the opportunity and start manufacturing.

  • In the end, he congratulated ELCINA for organising the webinar and requested the industry players to look at this sector seriously and plan their investments.

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Mr. Sunil Banwari, MD & COO, AT&S India Private Limited

  • Mr. Banwari acknowledged the 3 incentive schemes of MEITY, terming them as the right solutions.

  • The focus on aatmnirbhartaa (self-dependence) is helping the mobile industry specially and that the Indian mobile phone industries are going to become more prominent

  • He informed that his company AT&S is exporting 90% of their products and is the largest PCB company being globally competitive.

  • However, the mobile phone industry which is benefitting from aatmnirbhartaa and replacing Chinese manufacturers are not passing on the benefits to other industries and giving business to Chinese PCB manufacturers.

  • Unless aatmnirbhartaa goes all the way to the supply chain, the PCB industry will not achieve full potential.

  • The top mobile manufacturers ask for the best PCB technology at a cost below material costs.

  • If the high end of the supply chain does not understand that aatmnirbhartaa benefits need to flow down the entire supply chain, the desired vision cannot be achieved.

Mr. Richard Puthota, Sr. Director Business Development, Macdermid Alpha Assembly Solutions

  • He talked about the forecasted prospects till November 2020 being good especially for flagship segments like mobiles, mobile battery chargers. The setback due to Covid opened multiple opportunities for them such as work from home, online education, remote health services which have actually created opportunities for electronics in India with small problems in supplies.

  • There have been opportunities in automotive electronics sector with people prefering personal transport due to Covid.

  • A lot of growth is also being seen in personal healthcare devices, touchless security, facial recognition, security cameras based on the business received by them from customers (both EMS and OEMs).It has been fairly complemented by government as well which is reviewing the FTA rules.

  • Looking the imports of 720 million TVs in 2019 in India (out of which about 428 were from Vietnam and about 300 million from China) which in itself is a sizable volume for PCB manufacturers in India and also about appliances, the indoor and outdoor units of air conditioners with 4 million being imported from China which again is substantial number from domestic industry’s perspective, he stated that the assemblers expect a minimal pricing which can be related to the lack of scale in the industry. Apart from 5-6 top players, the rest do not even have the scale to negotiate in the supply chain.

  • He further informed about other challenges such as  majority of product being imported, shortage of qualified people, reformation of labor laws, pollution control, water/power availability.

  • He again emphasized the importance of scale in order for the industry to be globally competitive.

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Mr. Anuraag Dhoot, Founder & MD , Epitome Components Pvt Ltd

  • Referring to the Indian Printed Circuit Association (IPCA) statistics, he told abouth the market size of Indian PCB industry which was stood at 300- 350 million dollars of local manufacturing (production which is supplied to local industry) which is miniscule and maybe constitutes only about 25% of the total consumption of PCBs in the countries.

  • He talked about the disabilities in the industry – dumping by China, lack of ecosystem, high imports, interest rate differential and so on.

  • He commended the governments efforts of aatmnirbhar bhar and spoke about the top-down approach.

  • He emphasized the need for protection of PCB industry especially the duping from China.

  • He requested the Indian government to modify PLI scheme as at the moment it does not benefit the PCB industry with the current provisions.

  • He focussed on the importance of the availability of laminates and inks.

Mr. Kushal Patel, President IPCA & MD Fineline Circuits

  • We need Govt. help in order to move ahead.

  • Product manufacturing are showing signs that they want to move to India.

  • We need more companies like Epitome & AT&S, in order to show that India can provide high quality and good price PCBs

  • Focus should be more on Value addition manufacturing

Mr. Palaniappan Muthaiah, Head - Product Sales (Microscope), Carl Zeiss India (Bangalore) Pvt Ltd.

  • As all the panellists have said, volume with respect to PCB manufacturing in India, we also need to look at the quality of products, we produce in India. There are lot of advancement happened in the PCB sector globally, which is not adopted in India.

  • We can work with ELCINA, Manufacturers and Suppliers for the advancement of the PCB sector in India.

  • In India, the mind-set of manufacturers, they look at the cost of the equipment, not the output quality, hence overall rejection rate is high.

  • We as a company are into complete range of products, available for this quality testing, product development, failure analysis, wanted to associate with ELCINA, we also having customer experience centre , were we have complete range of equipment.

 

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ELCINA-CKM Program

 

Continuing its efforts to establish an extensive source of knowledge to serve Indian Engineering and Electronics Industry and cultivate a manufacturing culture in the country, ELCINA-Centre for Knowledge Management (CKM), since its launch in 2008, has been conducting various workshops on a variety of topics of interest to the satisfaction of the industry with focus on quality improvement and enhancing competitiveness. It has also been organizing In-house training workshops in companies for the benefit of the industry and the number of workshops is growing every year. 

 

 

ELCINA PRODUT DISPLAY CENTRE at  ELCINA HOUSE

 

The 'OSRAM DISPLAY CENTRE' in ELCINA House is a permanent Display Centre and serves to showcase the Indian electronics industry to visitors. The Display Centre has now 11 Full Stalls and 4 Half/Mini Stalls, presently occupied by the following Member-companies:-  

Full Stalls

  1. Bharat Electronics Ltd, Bangalore

  2. TDK India Pvt. Ltd., Noida

  3. Teknik Electromeconic Pvt Ltd, Bangalore

  4. SGS Tekniks Manufacturing Pvt Ltd, Gurgaon

  5. Deki Electronics Ltd, Noida

  6. EMI Solutions Pvt. Ltd., Bangalore

  7. Elin Electronics Ltd, New Delhi

  8. Syrma Technology Pvt. Ltd., Chennai

  9. AT & S India Pvt.Ltd., Mysore

Half/Mini Stalls

1.      Super Mount Pack Pvt. Ltd. Bangalore

2.      CTR Mfg. Inds Ltd., Aurangabad  

3.      Neotec Semiconductor Ltd., Taiwan

4.      Sowparnika Thermistors and Hybrids Pvt.Ltd., Thrissur (Kerala)

 

 

 

Two full stalls are currently available at present and interested members may kindly contact ELCINA House, New Delhi (saly@elcina.com) for advance booking of the same.

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PUBLICATIONS

“Indian Printed Circuit Board Industry & Market Research Report

The evolution of miniaturization and sub-miniaturization in the design of electronic equipment led to the emergence of a new technique of inter-component wiring and assembly known as the printed circuit board (PCB). This technology has now become the backbone of electronic devices. They provide the required mechanical support structure and electrical connect for the circuit. In addition to providing the connectivity, they also help to reduce the overall size and enhance the efficiency of the device.

  • By 2020, the electronics market in India is expected to increase with a CAGR of 25.1 per cent to USD 400 billion from USD 104 billion in 2015

  • Currently only 35% of this demand is currently being met by local manufacturers. And for the rest 65%, India is still dependent on imports.

  • Hence, PCB- being the backbone of electronics holds a huge demand in India - Current demand of USD 2.01 Billion represents the demand based on the total PCBs (which includes both the bare board PCBs and the populated PCBs)

  • Current market size for bare PCBs is USD 1.2 Billion - Only 30% of this demand for bare PCBs is currently being met by local PCB manufacturers. And for the rest 70%, India.

You may order the same from by following the below link;

http://elcina.com//new_publication.php

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“Opportunities and Challenges in the Strategic Electronics Sector, with special focus on MSMEs”. 

We are pleased to inform you that, a Special Report (update 2016) has been prepared by ELCINA on “Opportunities and Challenges in the Strategic Electronics Sector, with special focus on MSMEs”.  This Report involved detailed research & discussions with varied stakeholders from Defence Sector. It provides updated information as well as recommendations for next steps for Strategic Electronics and policy changes that we believe are required to take the Defence Electronics Sector to new heights. The updated report was released during Strategic Electronics Summit 2016.

This Study provides on insight into the Defence Electronics eco-system in India and is a guide, both for the industry as well as the defence establishment to chalk out a path to success in this important sector. You may order the same from by following the below link

http://elcina.com//new_publication.php

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 Super Capacitor-Market Landscape Study

A Supercapacitor or Ultracapacitor is a charge storage device that stores electrical charges via electrochemical & electrostatic processes and has an unusually high energy density when compared to common capacitors. Due to their beneficial properties like fast charging ability,

superior low temperature performance, long service and cycle life, and reliability, Supercapacitors hold the potential to replace or complement traditional batteries and capacitors in several applications. Supercapacitors are already being used worldwide in number of applications ranging from automotive, renewable energy to electronics. For more details you can visit below link:

http://elcina.com//new_publication.php

For enquiries, call Ms.Tandra Majumder,
ELCINA HOUSE, 422 Okhla Industrial Estate, Phase III, New Delhi - 110 020.
Tel: +91 (011) 26924597, 26928053; Fax: +91 (011) 2692 3440;
Email: tandra@elcina.com  or info@elcina.com

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A newsletter published by ELCINA, New Delhi. The information contained in this newsletter is for private circulation only. Despite our best efforts, some errors could have crept in. You are advised to verify authenticity of the information before further use.


Electronic Industries Association of India (ELCINA )

ELCINA House, 422 Okhla Industrial Estate, Phase-III, New Delhi 110020 (India).

E-Mails: info@elcina.com Tel: 011-26924597 / 26928053 / 41615985, Website: www.elcina.com