Monday, June 15, 2015

Digital India and Make in India intersect at Tested in India for boost to T&M


We have earlier talked about manufacturing and design clusters in the Electronics and Semiconductors domain.The Government is taking big strides in going ahead with attendant investment in this effort.The idea is to derive deserving revenues for the industry by appropriate
Infrastructure and other ecosystem here.

Good amount of proposals have turned up for both normal investment and approvals have been given
For about 9000 crore.20 to 25 percent incentive is available on the capex programs in SEZ and non SEZ activity.Of course one has to seize of the derivative opportunity in manufacturing locally if we want to draw linkages between mobile population,attendant service revenues and what is locally produced between devices and networks.

The key to all sort of manufacturing will be our ability to produce Quality Equipment progressively
In India and bring down the cost compared with imported full fledged equipment and devices here.
A good amount of value engineering and economics has to be factored in so as to increase value intact.All aspects of design,engineering and sales/marketing have to be compared ahead of pure kit assembly and testing.So all aspects of land,building and power have to come in before a product is shipped out the door.

Testing the preassembly and assembled systems is the core manufacturing activity in manufacturing.
T&M equipment for manual and automated testers will be required in these clusters where Government is envisaging RS 65000cr of investment proposals.Lot of money will be spent on Capex.

It is our industry's job to keep tab on these closely and come up with Solicted and Unsolicited proposals to units located there for T&M.All the best.

Friday, June 12, 2015

Make in India and "Tested in India" create opportunities for FY16


A continuous thrust to produce the high technology IT and Telecom Network Elements and devices here in India is creating T&M opportunities in FY 16 and beyond.Whether it is local home grown mobile devices manufacturer or the Apple outsourcer Fox Conn all are curious about India.The chief reason being they want to operate as closely as possible to the 970 million mobile customer base as possible.There are at least 160 Smartphones connections and in equal numbers are the net connection users.Both the factors are helping the general aggregator industry-including e Commerce grow well here.Obviously we can see sliding price points and so the competitive local manufacturing as the time passes.

One of the possible outfall of competition locally is the proliferation of Eastern Manufacturers from China, Taiwan, and Korea in the consumer markets.This requires that the local authorities ensure the consumers better quality safety and competitive prices.A big quality test center becomes the pre requisite to ensure hardware,software and malware are tested and certified before shipping to the customers.The labs are to be supported by the user department and often funded by the telecom/IT entity overseeing them.

Malware/Spyware related testing is important for network elements and devices originating from China .Western manufacturers are slightly safe from that criticism because of long presence in telecom sector and their installed base.New upstart companies from China and also from Taiwan will face the initial hiccups and therefore a quality assurance setup supported by the parent telecom ministry will be helpful.Let us also ensure necessary test gear to check quality,safety and other standards are managed through these test centers.We derive good opportunities here to sell the T&M services and other hardware related to testing.Watch this space for more.