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Yet another electronics policy for India?

October 26, 2012 6 comments

India has once again announced an Electronics Policy, and frankly, I’ve lost count, how many times! Nevertheless, one hopes that this policy somehow takes off, and helps India get off the ground!  There are certain points in the policy that are worth a relook.

One, the setting up of electronic manufacturing clusters. This has been time and again stressed and re-stressed. Will it come around, this time? Let’s wait and watch, if it happens this time!

Two, as per the policy, there is a proposal for setting up two semiconductor wafer manufacturing fabrication facilities. Where? As far as one knows, there is hardly any infrastructure around to support even one semicon fab! Some people may say, Bangalore, but well, they are welcome to say that! As for people buying more of ‘domestically manufactured electronic goods’, it remains to be seen!

Three, back in 2007, when the SIPS program was announced, there were great expectations! If you recall some time ago, I mentioned that the Indian semiconductor policy, announced back in 2007, had supposedly expired on March 31, 2010! Then, the Indian industry came up with recommendations that included extending the Indian semicon policy up to March 2015! So, what happens to that? Or, is it dead and buried?

Four, back in 2007, the ‘ecosystem units’ were 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 the above products. What’s happening now?

Five, does all of this mean that the role of India-based semiconductor companies as a percentage of the semiconductor market globally, will improve? Or, do we take India as a system/gadget maker and thus, as a percentage of that market??

Six, fabrication is increasingly expensive, much involved and the actual global fabrication players are declining and will be about three to four companies. There is talk of 450mm fabs across the world! Have we even heard a word from India?

Okay, so let’s say, India will have two fabs? By when? What process technology? If it is a 450mm fab, India can very well kiss goodbye to this decade, at least. And, India continues to slip back in having a ((proper) fab!
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