Scope & Limitations

These, along with boost in services will see India rise to be the 4th or 5th largest economy soon... and that too, in a sustainable manner

With Handheld connectivity becoming essential for digitization, ‘Smartphones’ will become a key enabler for growth in global markets

Smartphones will enjoy a symbiotic relationship with India’s growth… and will grow to become the 2nd largest market with 650 Mn phones in 2020

Even at a consumer level… innovation in smartphone-enabled technologies will drive demand

There will be 4 billion connected devices by 2025. Smartphones to change from ‘Good to have’ to ‘must have’

Key mobile-based industries to be worth $10+ bn by 2020, based on digitization and internet enablement of major sectors and services

India will achieve a breakthrough and become a net exporter of phones starting around now and consolidate this trend until 2020 (1/2)

India will achieve a breakthrough and become a net exporter of phones starting around now and consolidate this trend until 2020 (2/2)

It will be almost completely ruled by smartphones…...possible death knell for feature phones by 2024

Manufacturing footprint in India is concentrated around NCR, Chennai, and two cities in Andhra Pradesh

Though more immediate opportunities: Are in the EMS / E1 space… these are expected to increasingly come from localization of Components/System suppliers

Expected localization of E1/EMS operations would serve as important opportunity areas for ancillary suppliers

Investments* across the Value Chain expected over the forecast period…

Further, the National Policy for Electronics fairly encompasses factors critical to industry growth through its initiatives and policies...

Automation Opportunity Assessment for E1/EMS: schematic representation of the overall automation opportunity for E1/EMS investments

Automation Opportunity Assessment for E2: schematic representation of the derivation of the overall automation opportunity from E2 investments

…2019 onwards, automation vendors must start focusing on equipment suppliers for assembling, packaging & SMT line opportunities

Recommendation – Target Products: PLC, Sensors, Servo Systems, RFID, Switching Power Supplies, HMI are key products of focus for Industrial Automation

Recommendation – Target Products: In packaging and board processing, PLC, Robotics, Sensors, Servo Systems, Inverters, Safety Components, Timers, Industrial Relays are key products of focus

The supply chain for industrial automation components has improved rapidly … All key automation players have a local presence in India

Opportunity for E2 is relatively lower than E1/ EMS…still, is an opportunity for established MNCs and Indian automation solution providers

M-SIPS and Make in India to drive smartphone manufacturing investments in the country

An INR 6 Billion opportunity waits to be exploited by 2024

Maximize opportunities from existing products and markets; systematically explore new products, markets, including inorganic Opportunites

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