T&M Industry in India in FY14 : Select Technologies to drive !

Writing this mail as the festival of HOLI is being celebrated in Delhi streets!
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As we approach the tapering of winter and start of Summer the thought goes to what all technologies being touted nowadays can be important to the T&M business. My submission towards that is the following may turn out important:

Cognitive Computing

Internet Of Things

Printed Electronics including 3D and Graphene


I think the M2M related concepts will transform to real products,particularly in very India specific sectors like Power,Education and Healthcare. IoT  is called as M2M because of involvement of various sensors and motors exchanging information on causes and the effects due to these changes on each other.We need to carefully see which of the real life devices can directly communicate this to other intelligently and can make "lean"  connection.Naturally the total universe will be real high and the derivative demand of T&M needed to control should be high too.

Likewise triggering the new startups based on the success of IBM Watson platform ,Cognitive Computing also can give birth to start up companies in India on design and integration as well as the concurrent engineering.All these activities will demand new age T&M having IP type platform for design and verification related needs.

Manufacturing is going to be driven by 3D printing and photolithographic methods.Similar to Semiconductor tests,like the Resistivity and Junction test we will need characterisation T&M .Manufacturing is getting lean and thin.New Designs like Graphene discovered in 2004 will impact some activity in India too,and will definitely see demand for relevant T&M in India. 

T&M Industry in India in FY14 : New Developments as things transition!

FY14  is in the dying months and Election related headwind in
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Yes, the timeline for the 800 million plus voters is officially announced.Today many more newly registering voters will mark their entry,as India decides and selects what kind of Government it really wants.Being a highly individualistic and argumentative society ,everybody opines and fights and somehow settles score through a peaceful ballot.Last 25 years or so we have been having rainbow coalitions,but working.Promised growth to the full potential of the country will happen,through FDI, big infra projects and some reform agenda in more protected sectors.This is more or less settled.

T&M Industry will ride on the back of just concluded Spectrum Auctions ,4G deployments, M&A policy and the activity happening at downstream institutions.Likewise the ESDM clusters and the Manufacturing policy in DeiTY  with emphasis to address import substitution for gappy 300 Billion potential import is envisaged.Hopefully the capital invested by local entrepreneurs and the tech OEMs from abroad will create enough return to the businessmen.FDI in Railways and other technical parts of Economy will also trigger the T&M large scale purchases.

Defense related procurement has again become a huge question mark. Issues are very important.Weak Rupee with few signs of fragile recovery moves,large big ticket import deals and low implementation rate of Capex intensive projects are a definite concern.But with a "stable" central Govt will push the reforms as well as Implementation fillip here.Accordingly over the next 5 year plan (three years overlapping till 2K17) things should change for the better.

In the meantime we should all wish us for ourselves a peaceful well contested democratic process and elect new Government.