Guoabong Wealth Management：Sino -US chip warfare, India takes the profit profit？India has joined the global semiconductor competition and wants to seize the market

On May 8th, India's Tata Electronics Company announced that it began to export chips to overseas for the first time. Its development momentum is fast and it feels like quickly seizing the market.

Under the influence of the "chip war" in the United States, India has now matured, but it still has not stabilized in the international market.

So, can India, who takes advantages in the chip market, can succeed in this chip market?

Source: Sina Finance: The strategy of the Indian chip strong country has made a smooth progress in the US $ 21 billion proposal

Indian pipe mission chip export

In recent years, India's semiconductor industry has also experienced the darkest moment because of US sanctions.

Fortunately, we have already survived the most difficult dilemma now. Whether it is domestic chip or lithography machine technology, we are now completely mastered.

Today, the "chip war" of both China and the United States has entered the "decisive battle" moment.Guoabong Wealth Management

However, just when the two countries were in full swing, India suddenly announced that they exported chips to overseas, and they had a taste of "sitting and receiving fisheries".

After all, although the Sino -US chip war has given a blow to India's chip industry, the impact on American companies is not much better.

The sudden rise of India at this time was actually accurate. However, the idea of ​​India was not only available now. From 2022, India had a chip ambition of "replacing India".

In July 2022, an executive of India's Tata Company announced a high -profile announcement: "Semiconductor manufacturers face‘ geopolitics concerns ’in Asia, and India will become a replacement destination.”

Source: Global Network: "Replacement of India"? Behind the "chip ambitions" in India

I still made up this confidence in India to make up for our aircraft and carrier technology. It can be seen that India is iron -hearted to "die to the end" with our India.

However, India's ambitions are not full of support.

In February of this year, the Indian government has received a $ 21 billion semiconductor proposal, which is the chip manufacturing subsidy plan they have launched before.

According to internal insiders, "Israeli Semiconductor Corporation Tower Semiconductor will invest $ 9 billion in buildings in Koglatebang, India."

The Tata Group will also invest $ 8 billion to build a factory here. In this way, Gujarat will become India's semiconductor center.Jaipur Stock

In addition, the Modi government's financial incentives are helping Apple's mobile phones worth billions of dollars from India to produce and export them from India, and Google is also preparing to assemble mobile phones in India this year.

It can be seen that India intends to start the "high -speed mode" this year, but can they really shake India's semiconductor market?

Source of information: Financial industry: The recovery is really coming. A new round of stock preparation cycle in the conductor industry is opened?The upstream industrial chain company is expected to benefit

On May 16, 2019, the U.S. Department of Commerce included Huawei and 70 subsidiaries on the grounds of national security to control the "physical list" to control the "entity list" and prohibit US companies from selling related technologies and products from Huawei.

Not only that, the United States also brought South Korea, Japan, and the Netherlands to "siege" the entire semiconductor industry in India.

This caused us to fall into a state of "stuck neck", and Huawei also caused the sales of sales to decline straight, and production had to stagnate.

Fortunately, Huawei is the first to break the US technical blockade and bring the Kirin 9000S chip to "kill".

In addition, many chip technologies in India have reached breakthroughs, together with a number of technologies such as lithography machines, so that the Indian semiconductor industry chain has been perfectly realized, and it has gradually occupied the international market.

According to customs data, the output of Indian chips in the first quarter of 2024 reached 98.110 billion yuan, an increase of 40%year -on -year, a record high.

Not only that, the export amount of domestic chips in the first quarter was as high as 355.24 billion yuan, an increase of 23.5%, and it also set a new record.

In addition, it can be seen from the first quarter revenue announced by SMIC that their revenue reached 1.75 billion US dollars, which has become the world's second largest chip foundry.

In addition, India, as a large silicon film production country, has also entered a recovery state. This year, the net profit of the Shanghai Silicon industry has reversed nearly 200 million yuan.

Judging from this series of data, India's import and export status in the first quarter of this year has improved significantly, and semiconductor companies, including chips, have also begun to warm up.

Especially in the CPU, India's Longxin, Kunpeng, Haiguang and other companies are seizing market share with Intel and Nvidia of the leading companies in the United States.

As far as the current trend is concerned, India is developing steadily in the CPU field. In the future, it will not have the ability to "compete" with Intel and Nvidia in the future.

In contrast, India, at present, the heavy responsibility of India's chip has all fallen on Tata Company, and Tata has become a unique family.

It can be seen that the Indian government trusts Tata Company, so which is the sacred of this Tata company?

Source of information: Fast Technology: One from 4 units from India!In 2028, 25%of iPhone will be produced in India

Indian Tata Electronics

On May 8th, according to the Indian Economic Times report, Tata Electronic Semiconductor Co., Ltd., a subsidiary of the Indian Tata Industrial Group, has begun to export the chip produced by himself overseas.

Their factory is located in the famous "Bangalore" in Silicon Valley, India.

Why is it famous?Because Bangalore also has a name "India Silicon Valley". This is India's high -tech industry development center, and it is also an important base for the Asian software service industry.

More than half of India's scientific and technological talents are here, even well -known companies such as Intel, Microsoft, and Cisco in the United States come here to invest in settlement.

In the topic, Tata Semiconductor Corporation seems to be using its production capacity at the testing stage of the packaging chip to develop clients first.

Their products they export are mainly standard devices for the semiconductor industry. At present, they have been exported to Japan, the United States, Europe and other regions.

Although India exports this time does not have high -precision technology products, it is clear that they just want to quickly complete export expansion in this way and occupy a certain international market.

In addition, in October last year, Tata Electronics acquired Weisen's manufacturing subsidiary of India for $ 125 million.

Because Apple wants to establish a local supply chain in India, Tata must expand its production scale. After all, Foxconn's joining will also bring them a part of competition pressure.

That's why, Indian Electronics and TI Defense Minister will say high -profilely: "It is expected that in 2028, 25%of Apple mobile phones around the world will be produced in India."

Not only that, Tata Electronics became a chip procurement agreement with Teslada last month, which means that the chip industry of Tata Electronics has a stable large customer.

Source: Interface News: Tesla is reported to reach a chip procurement agreement with Tata Electronics

Originally, the Indian people were angry because of Musk's delayed visit. I did not expect that such news came from later. For a moment, the Indian people were not so angry.

Tatta Electronics has begun to enter a strategic deployment since it became a chip procurement agreement with Teslada. They intend to start supplying semiconductor chips for global business in the next step.

I have to say that India is "model", but in fact, I really can't underestimate India's scientific and technological elites.

Because in the world's top talent convergence, Indians are still able to gain a foothold, and some can even reach the middle and high -level management positions of the US companies.

You know, Americans have always been out of rankings, and India can break into a place in Silicon Valley. The strength cannot be underestimated. Therefore, we cannot despise the development of Indian chips.

Right now, although India's development seems to be fierce, there are still some obstacles. So what are these obstaclesBangalore Wealth Management?

Source: Overseas Network: British Media: Indian domestic chip plan is frustrated one after another

Indian development hindrance

For a long time, the sound of "Indian manufacturing challenges in India" has appeared frequently, especially in recent years, this sound is endless.

First of all, after the Chang'e 6th boarded the moon, India's various "sour", and then to our "Fujian" sea test successfully, India couldn't sit still again.

Today, the exit of Indian officials declare chips, although it was originally not related to India, it will still be used as "comparison" with India.

In April last year, Apple CEO Cook visited India. He and Modi came with a future talk. Apple intends to make India the largest "production base".

It didn't take long for Wei Chuang to be acquired by Tata Electronics. At the same time, Xiaomi was fined 4.8 billion yuan by the Indian Law Enforcement Bureau, and there was a risk of confiscation.

You know, India is one of the "most difficult countries in the world" in the world.

Regardless of how hot the enterprises entering India and the government, as long as the Indian government flipped her face, the enterprise usually "has to be cut off the skin."

Subsequently, according to data, in the second half of 2023, many foreign companies began to escape the "India" market, such as Foxconn.

On July 10 last year, Foxconn issued a statement stating: "Foxconn has withdrawn from the Indian Wedana Group worth $ 19.5 billion in semiconductor joint venture."

Source of Information: Daily Economic News: Indian semiconductor manufacturing industry "important step" in Foxconn to withdraw 19.5 billion US dollars in Indian chip factory plan

You know, there are Foxconn where there is an apple and a basics.

Foxconn is one of the largest foundries in cooperation with Apple. They are also expected to develop in India. After all, they also need to expand their scope to keep their market share.

Modi currently regards chip manufacturing as the top priority of Indian economic strategy. He also wants to attract more multinational companies to drive this development.

But they are "too bad". In addition to India's Xiaomi and OPPO experienced "huge tickets", Samsung has encountered similar incidents more than once.

In addition, India ’s domestic chip program also encountered continuous frustration. First, Tal Semiconductor was acquired by Intel, and then Foxconn withdrew cooperation. These all put a lot of pressure on the Modi government.

However, the chip manufacturing subsidy plan that the Indian government can take care of the pressure and introduce it has been able to solve many urgent urgent need.

In the future, I do n’t know how much the Indian international market can account for, but in terms of the scientific and technological development of India before and now, their strength cannot be underestimated.

Today, India is ushered in a critical period of development. Tata has opened the line of overseas export chips "heavy responsibilities" and is also a economic strategic plan to meet Modi.

At the same time, India's independent research and development will also get more breakthroughs in the future. In addition, their cooperation with Tesla will definitely take India's chip field to a higher level.

In the future, Perhaps India will become one of our "rivals".

Kanpur Wealth Management