印度电子工业：国内制造和出口潜力（英）-2021-80页

ICEA INDIA CELLULAR AND ELECTRONICS ASSOCIATION Inspire.Enable.Lead India’s Electronics Industry: Potential for Domestic Manufacturing and Exports August 2021 1 DISCLAIMER: Opinions and recommendations in the report are exclusively of the author(s) and not of any other individual or institution including ICRIER. This report has been prepared in good faith on the basis of information available at the date of publication. All interactions and transactions with industry sponsors and their representatives have been transparent and conducted in an open, honest and independent manner as enshrined in ICRIER Memorandum of Association. ICRIER does not accept any corporate funding that comes with a mandated research area which is not in line with ICRIER’s research agenda. The corporate funding of an ICRIER activity does not, in any way, imply ICRIER’s endorsement of the views of the sponsoring organization or its products or policies. ICRIER does not conduct research that is focused on any specific product or service provided by the corporate sponsor. ICEA INDIA CELLULAR AND ELECTRONICS ASSOCIATION Inspire.Enable.Lead India’s Electronics Industry: Potential for Domestic Manufacturing and Exports August 2021 Authors: Neha Gupta, Priya Kumar and Rachit Saini 4 Table of Contents Acknowledgments6 Executive Summary 7 1. Centrality of India’s Electronics Industry 11 11 Background and Rationale 11 12 Review of Literature and Existing Gaps 12 13 Objective, Scope and Methodology 13 14 Structure of the Report 13 2. Production, Trade and Value Chains14 21 Domestic Production: Trends and Issues 14 22 Exports and Imports Trends 18 2.2.1 Export-ProfileofIndianElectronics19 2.2.2 Import-ProfileofIndianElectronics  22 23 Changes in Electronics Ecosystem  25 24 Deep Dive into Smartphones, Tablets, and Laptops Value Chains 30 3. Decoupling Opportunities and Challenges39 31 Decoupling by India and Opportunities 39 32 Central Policies and Schemes  43 33 States’ Electronics Policies 49 34 India’s Challenges in Electronics Industry  53 4. 5. Findings and Conclusions57 Key Policy Interventions 63 Appendix 64 ACKNOWLEDGEMENTS We offer immense gratitude to our sponsor ICEA for giving us the opportunity to undertake this Study on comprehending opportunities and challenges in Indian electronics manufacturing ecosystem in light of the emerging global scenario especially due to COVID-19, and suggesting how India can respond to those opportunities, including fast-tracking decoupling from China We are thankful to all the members of ICEA in terms of their continuous guidance and support in finalizingthescope,objectivesandkeyfindingsofthisStudy.Weareparticularly grateful to the valuable inputs provided by Shri Saurabh Gaur, Joint Secretary, Ministry of Electronics and Information Technology