1. Jumpstarting Taiwan Outreach…
IESA TAIWAN INITIATIVE
Launch of IESA Taiwan Desk
Ashwini K Aggarwal
Chairman, IESA
Director- Government Affairs, Applied Materials
21/08/2017
@xlAshwini

2. Content Plan 1 2 The Team IESA 2017 India Green Shoots…and
What is happening in India....
How Taiwan can leverage the emerging opportunities

3. 260+ Strong IESA Member Base
IESA’S MEMBER BASE INCLUDES A BALANCED MIX OF BOTH MNCS, SMES AND STARTUPS

4. India – Green shoots in a weak global economy

5. Stable Government, Popular PM using ‘Digital’ as the growth hack
Digital adoption is on a growth trajectory
India has an Australia in it, a Brazil in it …and an Africa in it!
( Upper Income groups are on parity with their counterparts in the developed world; there is a vast base of aspiring Middle income group – and there is a vast multitude at the bottom of the pyramid – job creation and economic sustenance is a key government priority)

6. Digitization, Infrastructure and Economic Sustenance are on an accelerated growth track…
2nd largest internet user country in 2015
100 GW Solar by 2022
(Adani’s World’s largest solar field in TN)
2nd largest smartphone user country in 2017
The Metro Revolution
(35 mln people transported daily in ND,’17)
Digital adoption is on a growth trajectory…and India is building infrastructure at an accelerated pace….30km/day highway road construction vs 12km/day 3 years back; solar installations doubled to 10GW+ in’16 ->projected at 20GW fresh installations in’17!
@ 63% CAGR, forecasted 2nd largest online buyer mkt by 2022
World class National Highways
(DMIC Corridor-zero point, Noida Yamuna Eway)

7. Challenges abound…but there is a visible impact!
Our ease of business ranking improved incrementally to 130…but GST roll out in Q3’17; Labor reforms and insolvency bills likely to enable a leapfrog on the ranking by 2018!
* Adapted from Zinnov Ecosystem presentation

8. Optimistic case Projections
ESDM sector – Growth across segments
Base case Projections
Optimistic case Projections

9. Visible green shoots will take clear momentum by ‘18
Market Outlook
Index of Industrial Production turns +ve 5.7% growth in Nov 2016
FY despite demonetization; predicted rebound to 7.5% in Fy’17-18
$-Rs equation stable with Rupee under marginal Pressure
Electronics Ecosystem kicks off (limited but visible success)
Gionee, Foxconn, Cisco looking at manufacturing in India
Increasing assembly of final units in India
Tessolve ATMP gets financial closure
Import substitution a clear focus in GOI
India opportunity- Visible Green Shoots…
Adani Solar PV off to a running start on $3 bln project, FAT Q3’17, Commercial production Q4’17
20GW Solar demand forecast for ‘17-18 building interest from other manufacturers
SCL (GOI enterprise) reactivates 180 nm 6-8” line with 14 AMAT tools/ TJL contract-producing strategic sector chips design-to-device…
Twinstar Display fab finalizes Tech Provider (LG) – moving ahead with Phase 1 mSIPS application

10. How Taiwan can leverage the India Opportunity
Think Again...India is evolving from a pure electronics consuming nation
Register with and Leverage IESA International Desk for engaging with
the right states,
right local partners,
right creative opportunities..
Engage with marquee events to understand the market
Deftronics Aug 31/Sep 1
IOT Next Forum Nov 9/10
TechTronics Conclave Dec 8
IESA Vision Summit Feb 27/28

11. India Electronics & Semiconductor Association
THANK YOU
India Electronics & Semiconductor Association

12. Progressive Advocacy & Regulatory Interface
IESA and NASSCOM is working closely with Minister of Defence, to prepare the first Defence Electronics policy for the country
Preparing a DPR for this electronics testing and certification and consultancy facility we expect to be set up jointly with the participation by all stake holders including MoD
Ministry of Defence
Periodic inputs on a number of policy related issues
A number of projects like IOT COE’s, Skill Development
Market Research and Knowledge partner (IESA EY Report Launched in February)
setting up of both brown field and greenfield EMC’s
Ministry of Electronics and IT (MeitY)
Trying to leverage the SCL fab (which is under Dept. Of Space) for use by some of the fabless design houses to design test chips and early prototypes of concepts and ideas
Workshop was organised by ISRO & IESA for its members on February 7, 2017 at ISRO campus focussing on “Electronics for Space Applications – Opportunities for Indian Industry
Department Of Space
Improve Ease-of-doing business
Address MOEF issues
Expand industry opportunities
Other Ministries/Departments /states

13. Enable Investment, Innovation & Industry
Kickstart the Taiwan Desk Vision
More than a feet-on-street
$500mln in 5 years translates to a sales quota approach to funnel management
Spray-n-Pray to be supplemented by a focused sector-wise panning approach ( POS machines, Solar PV, Display related opportunity scans)
Marketing India, Indian ESDM
Enhance value to members thru appropriate collaboration engine
Expand Innovation Ecosystem, Continue building start-up programs and add an IoT/hardware incubation COE in a strategic state

14. Enable NETRA-Talent CIGs flagship program
Develop industry-ready next generation engineers
Leverages Technology Research, In-Chip program, Campus startups
Implements a hub-n-spoke scalable model with following immediate goals:
Incubation stage
3 campuses, 4+ ESDM startups in each campus
Capability building
Industrial courses in 5 campus
Tech Research
In at least 1 campus
In-Chip Program
Create and test IoT chip (Venus) with collaboration of 5 campuses and industry

15. Expand Member Program Expand member base
Consolidate chapters (Delhi-> Chennai, Pune, Hyderabad)
Expand value-to-members
Revisit, Revitalize CIG programs
Leverage International links/alliances and enable opportunities for India members

16. How can IESA catalyze the market opportunity
Innovate
Drive innovation and value creation as focus area for Indian Industry
Synchronize
Catalyze
Upskill, kickstart startups, catalyse change
Synchronize India Government, Industry, academia
Pull
Lead Overseas investor drive/ JVs and mega projects
Evangelize
Co-create and evangelize
Measure…

17. Jumpstarting startups… IESA INNOVATION INITIATIVE – The i3 Program
Ashwini K Aggarwal
Chairman, IESA
Director- Government Affairs, Applied Materials
15/12/2016
@xlAshwini
Event Hashtag #i2Hyd200617

18. There is an upward migration of the Indian consuming class
Demonetization Program is expected to pull the growth rate for FY’16 to 6.7% but the world bank forecasts that this will rebound to 7.5% in coming fiscal year

19. Current Scenario in the Electronics Sector

20. Electronics Product Market and Domestic Manufacturing

21. Total market demand by verticals (%)

22. Content Plan 1 2 3 The Team IESA 2017
India Green Shoots..and the Startup Opportunity 2
Startup India – SWOT Analysis
Analysing the landscape ( TBI, startups & positions)
IESA Innovation Initiative
CIG Talent / NETRA – driving a hands-on culture/pedagogy
CIG Startup Design&Device- incubation to acceleration 3
IESA priorities and on-ground activation plan

23. India Electronics & Semiconductor Association (IESA)
Build Brand India through International Alliances: Bilateral business growth and sharing best practices
Established in The voice of the electronics, semiconductor and embedded systems industry in India, with 260+ members, including Indian and MNCs
Design Houses
Embedded Design
VLSI Design
Board Design
Fabless Semiconductors
MNC Fabless
SME Fabless
IP Providers
Manufacturers
Test/Assembly
Capital Equipment
Suppliers/Support
EDA
Government
Training, consulting
Services
University

24. Content Plan 1 2 3 The Team IESA 2017 India Green Shoots…and
Market Opportunity Overview
How India can leverage the emerging opportunities 3
IESA priorities and on-ground activation plan