BV Naidu quits SemIndia; what now of Indian fab story?
There’s this report on DNA Money about BV Naidu, managing director of SemIndia Systems Pvt Ltd and SemIndia Fab Pvt Ltd having quit his job! This immediately begs the question: What now of the Indian fab story? Or, has it sunk without a trace?
There have been several questions raised in the past, as well as in the recent past, such as:
1. Is India’s fab story going astray?
2. Why have fabs in India in the first place?
3. Can an Indian based fab take on the might of established global fabs? How will it be profitable in this climate?
4. What can an Indian fab produce unique, that other fabs cannot?
5. What has the Indian semicon policy achieved, when the Indian semicon industry was doing well, prior to the announcement of the policy?
6. What does India bring to the semicon world?
7. Why move to solar, when there’s been no action of note for wafer IC fabs?
8. Why convert the Fabcity in Hyderabad, to Solarcity?
9. Solar/PV isn’t exactly semiconductors, so why this hype about solar fabs? Is this being done to hide the lack of any success in semiconductor fabs?
Right! I am not here to provide the answers to such questions, nor am I qualified enough to address these! These are questions, if they are justifiable questions, to be answered by the industry! Rather, I will try and analyze what India has done and can do in semiconductors!
May I add here that according to the India Semiconductor Association, BV Naidu remains an active member of the Executive Council. BV Naidu himself informed me that he will be continuing at the board level at SemIndia, moving away from executive responsibilities. And, he will be continuing at the ISA. So that’s good news!
Now back to the discussion!
First, yes, before and post the Indian semiconductor policy, India continues to do very well in semiconductors. Nearly every single MNC has its presence here; and no one that I know, has said that it has no plans to expand in India! Two, we have been traditionally very strong in design services and continue to remain so! Three, India is the emerging (or already emerged) embedded superstar!
Having a wafer IC fab isn’t such a big deal, is it? So many folks have already moved on to fab-lite anyway! Yes, having one wafer IC fab would surely prop up India’s image in the global semicon market, but well, not having one, won’t sully India’s image either!
If we do not get a fab, then let’s just all accept that India was not ready for one, and let’s move on! Life in semiconductors is much more than wafer fabs, as India’s brilliant design services companies keep proving day in and day out!
I’ve said before in one of my blogs that doing product development is probably not India’s strength! Design services surely is! Let’s focus on our strength!
Will the moving out of BV Naidu from SemIndia effect the Indian industry? Why should it? Actually, far from it! Some companies in IP and other embedded areas are doing very well anyway. Let’s give such companies their due credit! They’ve been present, much before the India Semiconductor Association was formed, or way long before the Indian semicon policy was born!
I interact regularly with the length and breadth of the Indian semiconductor industry. I’ve been covering this industry much before the India Semiconductor Association was even formed! If I remember correctly, I was among the three journalists present on the day the ISA was actually launched! Coming back to my point, I’ve yet to come across one person from the industry who does not understand the dynamics of this industry!
If a fab does not happen or someone leaves a company, that does not mean that there’s been a failure. Maybe, it was a wrong choice to start off with! Perhaps, it just coincided with the turbulent global semiconductor industry. Or, simply, semiconductor was mistaken to be a commodity, which it is not!
India has had several investments in solar. Two days from now, there’ll be a major solar/PV conference in New Delhi. Solar is within the ecosystem units of the Indian semicon policy, and it has attracted major investments. Yes, solar has to do with energy security, and in that regard, India could well be on the right path. However, that’s just one small part of the complete story of the semicon policy!
As to whether India should focus on semicon OR solar, I am not the right person to comment or judge! Nor am I qualified enough to comment on ‘why convert Fabcity to Solarcity’. Maybe, solar is being hyped in India right now. If yes, like any other industry, once it matures, the solar bubble will burst and consolidation will happen.
There are several other ecosystem unit definitions in the semicon policy. Some may and will happen. For those who are not aware, the “ecosystem units” have been clearly defined as units, other than a fab unit, for manufacture of semiconductors, displays including LCDs, OLEDs, PDPs, any other emerging displays; storage devices; solar cells; photovoltaics; other advanced micro and nanotechnology products; and assembly and test of all products.
The Indian semiconductor industry, as I see it, remains strong as before, fabs or no fabs! I don’t equate solar with semiconductors, and maybe I am wrong here, but I do believe the two should be treated separately. Not a single solar company will probably feature in India’s top 10 semiconductor companies! At least, not in my list! And, if a top executive leaves a company, why should it hamper the overall industry?
Frankly, it is the Ittiams, the MindTrees, the Cosmic Circuits’, the eInfochips, and the SoftJins who continue to remain India’s pride, even though they may be quite small in comparison to the global giants! At least, they have done India proud in their own way! Doesn’t matter if these companies do not make great media copy! These are among the Indian semiconductor companies that continue to matter!
The India semiconductor story is something like this: Lots of high-end designs are being done here. In fact, lot of key decisions are now being made out of India. The talent pool is very much intact and growing! We are leaders in design services and embedded, make no mistake.
Now, does all of this indicate a recession or depression in the Indian semiconductor industry? Or, is it an indication of India’s growing success — fabs or no fabs? You decide!
Welcome to my blog!
Friends, I've won world titles a whopping TEN times in a row! ;) 1. Pradeep Chakraborty's Blog selected as best in world in Electronic Hardware category for 2008-10, by Electronics Weekly, UK. 2. It received an Honorable Mention @ Blognet Awards 2009!. 3. PC’s Semicon Blog awarded Top Digital Media Blog by Online IT Degree (in Nov. 2010). 4. Green Gadget, Texas, USA, awarded Pradeep's Point as Featured Tech Site” for 2011! 5. In 2012, Gorkana, UK, selected Pradeep's Point as Blog Influencer! 6. In Feb. 2013. PC's Electronic Components Blog selected as 100 Top Resources for Electrical Engineers on ElectricalEngineeringSchools.org, USA. 7. In Aug. 2014, PC's Electronic Components Blog ranked 11th in "Top 101 Best Resources for Electrical Engineers.” 8. PC's Telecom Blog in Best VoIP Blogs by HostedSwitch, USA. 9. PC’s Electronic Components Blog selected as featured blog by InsideTechKnow, USA in Feb. 2015. 10. Pradeep’s Point won an award from Elite Techno, USA, Apr. 2015 - making it a TRIPLE HAT-TRICK of global awards!! :)
In July 2014, WebStatsDomain.org estimated Pradeep's Point at US $19.1 billion ;) Thanks everyone for your love and support! :)!
World Champion 2008! ;)
Pradeep Chakraborty's Blog was selected as the best in the world in the Electronic Hardware category for 2008-10, by Electronics Weekly, UK.
- Top 10 embedded companies in India
- Top 10 Indian embedded companies!
- Durga Puja in Bangalore -- places to visit
- Status of power semiconductor devices industry
- Want to enter solar off-grid business? Build your own solar LED lanterns and emergency lights!
- Ph.D candidates in VLSI industry! Is enough being done?
- MEMS devices driving healthcare apps!
- MEMS to be $21 billion market by 2017: Yole
- Global medical image sensors market to grow 64 percent by 2017
- Cadence VLSI certification program (CVCP) aims to deliver 'industry grade' graduates
- 479,326 hits (Since 20th Aug. 2009 -- this day, my earlier blog got hit! Thanks for your very kind support dear readers and Wordpress)
Blognet Awards 2009!
World’s Leading Blog Influencer 2012!
- Accelerating EDA innovation through SoC design methodology convergence
- SEMICON Europa 2014 calls for innovators
- DVCon India 2014 aims to bring Indian design, verification and ESL community closer!
- Apple continues to ‘wow’ all over again!
- All of my blogs are now up for sale! ;)
- Cadence now realizing EDA 360 vision: Nimish Modi
- Need for efficient product development ecosystem: CDNLive 2014
- Diverse requirements for IoT evolving: Charlie Huang
- IoT gathering pace as revolution: Guru Ganesan
- Innovating in system of systems: Lip Bu-Tan
Click to Read
PC’s Semicon Blog Award 2010! :)
You Can’t Miss These!
- Everyone can go to esdm.in! ;) I just added esdm.in/?p=3391 ;) 6 months ago
- @bosemicrowave Oh! You can go to esdm,in! ;) OR esdm.in/?p=3391 ;) 6 months ago
- @XilinxEMEA Apologies, I just saw this! :) I already cover Xilinx a lot! :) 6 months ago
- @bosemicrowave Many thanks. Apologies, I saw this only now (today!) :) 6 months ago
- I have a new site esdm.in! ;) Feedback please, if possible! :) 9 months ago