Thursday, April 30, 2015

FY 16 and beyond Test Opportunities abound!


There are various high tech organizations under the Govt of India and many of these are involved in checkout and integration of automated test set ups. I think the ISRO is far ahead in exploiting the T&M technologies.For example cryogenic engine testing through modular testers integrated in a
proper fashion can be the regular business for the test companies.The testing of all these systems becomes more and more challenging with the weight of satellites and that is the trend we are going to see increasingly.Bigger and bigger footprints of testers will be required.Space organizations will spend money in those indigenous test systems.


Another trend nowadays is development of startups in the location based areas and eCommerce platforms for delivery.A whole host of companies are involved in developing the hardware,software and services needed around these.Although Drones are still banned in India for commercial usage,they are very much used in law keeping and Disaster Management type of services.Such companies cater to the requirements of IITs and DRDO Labs and NAL.NavStik,Aero360 and Edall Systems are the typical names involved in testing of their systems by modular testers.International names like3D Robotics and Airware are seeing their clones getting borne out of Indian startups and these will all need T&M systems more and more!


Likewise the opportunities in the emerging area of IoT are happening internationally and in India too.Since the time Cisco pointed out the IoT to be a 19 Trillion $ opportunity for all connected sensors,accelerators in all industrial systems,smart cities and driverless vehicles,companies like Bosch,Hitachi and GE have unveiled their own view of opportunities.Most of these companies are involved heavily in building large systems and they see themselves enablers of  IoT through their embedded sensors and other devices.Basically we will have intersection of Big Data,Devices and Process Control and Communication here.T&M companies need to proactively explore M2M testing and IoT opportunities here.

Thursday, April 9, 2015

Derivative T&M opportunities in FY 16 and beyond


In continuation with previous writing for opportunities in the current Fy16 and beyond,we are trying to mention few more here.

Defense and Aerospace programs are finding prominent place. The main driver is the Make-in-India program initiated with the PM directive.A major project cleared by the Government is manufacture of vital seeker systems.

This seeker program will involve large amount of checkout and system testing.Due to major acceleration of program now, major shield components will be assembled and tested locally.
There is possibility of Radars and seekers working in tandem.Of course import outright from abroad and local assembly and test will be involved.

Likewise on the Semiconductor side the STPI Bangalore unit of the organisation recently inaugurated by the IT minister will focus on Semiconductor T&M laboratory . Setup at cost of RS 14 Cr ,this facility is a nodal center for Hitech companies to test hips and reduce design cycles.Tessolve Semiconductor will be holding this T&M lab and will cater to test Reliability and failure analysis too.

Opportunities for T&M will also be there in the area of IoT with India IT giant HCL technologies
Tele2 program.This program will open opportunities for M2M interface testing standards and relevant protocols.

Under Defense local manufacturing private companies participation is increasing by the day.L&T
for example is developing vendors for system integration and app development for the strategic ships
manufacturing and deployment.

We will continue to highlight more such opportunities for T&M business here.Thanks.

Thursday, April 2, 2015

Derivative T&M Opportunities in FY 16 and beyond!


The opportunities in the T&M industry are almost never visible on the platter.They need fair amount
of qualification and investigation, as typical of a Deal Making-not just merely Deal taking!

There is a great emphasis in the country on few fundamental things: The basic desire to grow,the entrepreneurship exhibit thru new startup culture and connectivity of various technological and business networks. When these factors are blended with Administrative Support and free spirited thinking we have Growth of the Economy and T&M industry growth is a byProduct.

Look at the famous NOFN project of the Dept of Telecommunication.The latest input is the fiberisation is now grown by leaps. New outlay for this Bharat Net project is whopping RS 72000
Cr and the attendant number of nodes increasing!

Likewise several mining projects will get increased because of passing of Mining Bill and the increased modern communication technology and networking.All the mining majors are looking at
India in a positive way.

Same thing goes to Insurance and Finance sector where increased FDI will trigger indirectly the growth of Network Technology etc and Devices/ Networks will overlap the Ecosystem.

T&M industry gets a fillip where there is start up or turnaround of sector happens.The Capex gets spent when we want to search a solution to overcome problems of Design Productivity,Quality and
Compliance part,and also when we are passing through a Mainstream growth phase in Manufacturing. Fortunately for us both are getting manifested here.Example is seeking turnaround in Automotive,and Desire to grow rapidly in Defence Manufacturing.

However one of the important thing the T&M professionals should not lose sight off.Adherence to that particular sectors Standard is most important.It directly relates to what sort of Automation and Software Platform will be required and what measurements will be driven by Device Drivers and what will be requiring an additional box Instrument. There is of course lot happening on Platform Design and DSP architectures.We will get chance to discuss these in subsequent blogs through the current FY.