Andhra Pradesh to Host India’s First Private Semiconductor Fab with ₹14,000 Crore Investment
安得拉邦將成為印度首個私人半導體晶圓廠所在地，投資1400億盧比
Indichip Semiconductors Limited, in partnership with Japan’s Yitoa Micro Technology Limited (YMTL), has signed an MoU with the Andhra Pradesh government to establish India’s first private semiconductor manufacturing facility. With an investment of over ₹14,000 crore, the silicon carbide (SiC) fab will be set up in the Orvakal Mega Industrial Hub, Kurnool. The facility will initially produce 10,000 SiC wafers per month, scaling up to 50,000 wafers within three years, aligning with India’s Aatmanirbhar Bharat vision and addressing the global demand for energy-efficient technologies in electric vehicles and renewable energy. The MoU was signed in Hyderabad by key industry leaders in the presence of government officials, including IT Minister Nara Lokesh and Industries Minister T.G. Bharath.
For global companies, this initiative signals India’s commitment to fostering a robust semiconductor ecosystem, driven by innovative policies and infrastructure. The investment provides opportunities for non-Indian firms to explore partnerships in semiconductor manufacturing, talent development, and ancillary industries. With Andhra Pradesh emerging as a hub for electronics and semiconductor production, this development underscores India’s growing relevance in the global technology supply chain.
小編點評：安得拉邦將設立印度首個私人半導體製造廠，由Indichip Semiconductors和日本Yitoa Micro Technology投資超過1400億盧比，在Kurnool的Orvakal Mega Industrial Hub建廠。該設施專注於碳化矽（SiC）晶圓的生產，初期每月生產10,000片晶圓，三年內擴大至50,000片。這一舉措為外國公司提供了合作機會，包括半導體製造、人才發展及相關產業的拓展，突顯印度在全球技術供應鏈中的日益重要性。
India’s Automobile Industry Records 12% Growth in 2024, Driven by Two-Wheelers
2024年印度汽車產業增長12%，由二輪車推動
The Society of Indian Automobile Manufacturers (SIAM) reported a 12% growth in automobile dispatches from companies to dealers in 2024, buoyed by positive consumer sentiment and macroeconomic stability. Total wholesales across categories rose to 2.55 crore units, up from 2.28 crore in 2023. The growth was primarily led by the two-wheeler segment, which recorded a 14.5% increase in dispatches, reaching 1.95 crore units. Passenger vehicles (PVs) and three-wheelers also posted their highest-ever sales, with PVs growing 4% to 43 lakh units and three-wheelers expanding by 7% to 7.3 lakh units. However, commercial vehicles saw a slight dip of 3% in sales, totaling 9.5 lakh units.
For non-Indian companies, the robust growth across segments signals a thriving automobile market with opportunities for investment, collaboration, and supply chain integration. The demand for two-wheelers and passenger vehicles, coupled with a stable economic environment, highlights India’s potential as a key destination for automotive innovation and manufacturing. The performance of the October-December quarter, which marked record sales across several segments, further underscores India’s growing relevance in the global automotive industry.
小編點評：2024年印度汽車產業成長12%，其中二輪車的出貨量成長14.5%，達到1.95億輛。轎車和三輪車的銷量也創下新高，分別增長4%和7%。這表明印度汽車市場的活力及穩定的經濟環境為投資和供應鏈整合提供了機遇，特別是對於全球企業而言。
Syrma SGS Partners with MSI to Manufacture Laptops in India
Syrma SGS與微星（MSI）合作在印度製造筆記型電腦
Syrma SGS Technology Limited, a leading electronics systems design and manufacturing company, has announced a strategic partnership with Taiwan-based MSI to locally assemble laptops at Syrma’s state-of-the-art Chennai facility. This collaboration is part of a phased plan to localize MSI’s manufacturing in India, starting with laptop assembly, aligning with the Indian government’s “Make in India” initiative. Leveraging MSI’s technology transfer and Syrma’s scalable manufacturing expertise, the partnership aims to bring premium MSI laptops closer to Indian consumers, ensuring global competitiveness while meeting local demand.
This collaboration highlights India’s growing appeal as a manufacturing hub for global companies, backed by initiatives such as the Production Linked Incentive (PLI) scheme. Syrma SGS, with its extensive manufacturing footprint and robust IT hardware portfolio, serves over 270 customers globally and achieved consolidated revenue of Rs 3,212 crore for FY23-24. The partnership underscores India’s potential as a key market for non-Indian companies seeking high-quality manufacturing solutions while addressing local demand efficiently.
小編點評：Syrma SGS Technology與台灣微星（MSI）合作，在其位於清奈的先進設施內組裝筆記型電腦，這是微星本地化製造計劃的一部分。此合作結合了微星的技術轉移與Syrma的製造專業知識，旨在為印度市場提供高品質的筆記型電腦，並增強全球競爭力。台灣公司越來越多地與印度公司合作，藉此擴大市場覆蓋範圍並利用印度日益增長的製造能力和消費力。
Foxconn Halts Chinese Worker Deployments to India Amid Equipment Delays, Threatening Apple’s Production Diversification
富士康因設備延遲暫停派遣中國工人至印度，改由台灣員工接替
Foxconn, a major manufacturing partner for Apple, has halted the deployment of Chinese workers to its factories in India, replacing them with Taiwanese workers, according to a report by Rest of World. This shift follows significant delays in the shipment of critical manufacturing equipment meant for Foxconn’s iPhone assembly plants in Tamil Nadu and Karnataka. These delays threaten Apple’s efforts to diversify its production away from China and reduce its dependence on Chinese manufacturing capabilities. As a result, Foxconn is ramping up production at its Chinese facilities to ensure iPhone units are available for final assembly in India. The disruption is exacerbated by geopolitical tensions between China and India, with some sources suggesting that the Chinese government may be behind the suspension of worker deployments and equipment exports.
This situation holds broader implications for non-Indian companies seeking to diversify their supply chains away from China. The ongoing challenges faced by Foxconn highlight the complex interplay of geopolitical tensions, logistics, and the reliance on specific technologies and workforce expertise. For businesses looking to expand operations in India or other emerging markets, such disruptions underline the importance of addressing not just local infrastructure and labor availability but also the political dynamics that can affect cross-border operations. The delays in equipment and the sudden workforce shifts serve as a reminder of the risks companies face when attempting to move production away from China.
小編點評：富士康因設備運輸延誤暫停派遣中國作業員至印度工廠，改由台灣作業員接替。這些延誤影響了位於泰米爾納德邦和卡納塔克邦的iPhone組裝廠，威脅到蘋果減少對中國依賴的產線多元化計劃。這突顯了非印度公司在供應鏈多元化過程中所面臨的挑戰，尤其是在處理地緣政治緊張局勢和物流問題時。
Geopolitical Tensions Disrupt Indian Electronics, Solar, and EV Sectors
地緣政治緊張局勢干擾印度電子、太陽能和電動車產業
Indian firms in electronics, solar, and electric vehicle (EV) sectors are grappling with delays and disruptions as China imposes export restrictions on key inputs and machinery, according to the Global Trade Research Initiative (GTRI). These measures, reportedly a response to India’s restrictions on Chinese investments and visas, signal escalating geopolitical tensions and trade conflicts. GTRI Founder Ajay Srivastava emphasized that while these curbs impact India’s industries, they are equally detrimental to China’s manufacturing and exports. India’s imports from China surged to USD 101.73 billion in 2023-24, underscoring its dependency on Chinese machinery and components.
This development is particularly relevant for non-Indian companies dependent on Indian production for electronics, solar panels, or EV components, as supply chain disruptions could affect global markets. GTRI advocates that India diversify its supply chains by strengthening partnerships with nations like Japan and South Korea to reduce reliance on Chinese inputs. For international businesses, India’s push for local manufacturing and diversified sourcing presents an opportunity to explore new avenues for collaboration while navigating shifting trade dynamics.
小編點評：中國對關鍵原物料和機械的出口限制對印度的電子、太陽能和電動車
行產業造成了影響。這反映了中印貿易摩擦的不斷升級，同時突顯了印度對中國進口的依賴。對於非印度公司而言，印度推動本地製造和多元化採購的努力，為國際合作提供了新機遇，同時需要應對貿易動態的變化。
India’s EV Market Surpasses 2 Million Sales, Industry Calls for Policy Boost
2024年印度電動車市場銷量超過200萬輛，產業界呼籲政策支持
India’s electric vehicle (EV) market achieved a historic milestone in 2024, crossing 2 million unit sales for the first time, marking a 24% year-on-year growth, according to JMK Research. The EV two-wheeler segment led the charge with 1.2 million units sold, followed by 694,466 three-wheelers, and nearly 100,000 electric cars. The electric bus segment also saw significant growth, surging 39% to 3,834 units, driven by government incentives like the PM E-Drive scheme. With 8% EV penetration in the overall vehicle market, up from 6.8% in 2023, the momentum underscores India’s rapid shift toward sustainable mobility.
As the Union Budget FY2025-26 nears, industry leaders have called for measures to sustain this growth, including subsidies for fast chargers, performance-linked incentives for local manufacturing, and expanded charging infrastructure in semi-urban and rural areas. These policy recommendations not only aim to accelerate domestic adoption but also present opportunities for non-Indian companies. For global firms, India’s burgeoning EV market represents a promising avenue for investment in localized manufacturing, supply chain collaborations, and advanced charging solutions, aligning with the country’s ambitions to become a global leader in sustainable mobility.
小編點評：印度電動車市場在2024年首次突破200萬輛銷量，
增成長24%，由二輪車和電動巴士引領。產業龍頭呼籲政策支持，例如快速充電站補貼和本地製造激勵措施，這為全球企業提供了投資和合作的潛力，特別是在製造和充電解決方案領域。