1. India Electronics & Semiconductor Association India Electronics Industry International System-C User Group Conference Noida, India April 15, 2013

2. IESA Vision 2020 ESDM Vision 2020 Segments Thought Leadership
Brand Building
International
Alliances
Policies
Incentives
Infrastructure
Innovation
Talent
Entrepreneurship

3. IESA Members

4. ESDM Industry Overview

5. Electronics: Integral part of our lives
Telecom
Mobile
Industrial Electronics
Consumer Electronics
IT / OA
(Computers peripherals)
Electronic Component s & other items
Medical Electronics
Automotive Electronics
Solar Photovoltaic
Atomic Energy
Space
Defence & Strategic Needs
Avionics

6. The impetus behind the ESDM initiative
Substantial Demand - The demand for electronics in India was $45 Bn in and is expected to reach $400 Bn by 2020
Exponential Growth - India’s electronics industry is expected to grow at 22% per year
Production level electronics industry may reach with favorable policy environment
Gap between current and expected domestic production, offering significant opportunities for improvement
Production level electronics industry will reach with current policy environment
Source: Report of sub-committee of task force set up by DIT, Government of India, stimulating ESDM industry in India (Dec 2009)

7. Major segments of ESDM demand in India by 2020E
Segment-Wise Demand
$ Bn 1
Telecom Products and Equipment
152 2
Exports 80 3
Semiconductor Design 60 4
IT Systems and Hardware 56 5
High-Tech Manufacturing 24 6
Consumer Electronics 16 7
Others 8
Electronic Components 9
Manufacturing Services

8. India Electronics Market (2010-2015)
India Electronics Market Revenue Forecast
HVA-TDM : TM
2011
8.9%
2013
7.1%
2015
6.7%
High value added manufacturing contributes to only 9% of TM.
Lower growth of TDM than TM suggests decline in meaningful value addition.
Source: ISA- Frost & Sullivan

9. Electronics Market Revenue Contributors
2011 TM Revenues: $41.91 billion
Incredible demand for 3G and Smart Phones drive Mobile Devices growth
Tablets, Notebooks and Memory Cards position IT/OA as the second biggest contributor
Rapid growth in FPD TV market, Digitization drive propels STBs to make Consumer electronics the 3rd biggest revenue contributor
2011 TDM Revenues: $15.27 billion
Local mobile devices assembly facility to sustain TDM revenues
Increasing investments in capacity additions by consumer electronics majors
Source: ISA- Frost & Sullivan

10. Electronics Manufacturing Value Chain & Ecosystem

11. Government Initiatives
Creating Ecosystem
Semiconductor Wafer Fab
Modified SIPS
Electronic Manufacturing Clusters
Building Demand
Preferential Market Access
R & D Initiatives
Electronic Development Fund
Aspects HR
Electronics Sector Skill council
Study to identify major job roles
Department of Electronics & Information Technology (DeitY)
Ministry of Communication & Information Technology, Government of India

12. Innovation Led Design ………………. Design Led Manufacturing
Way forward for India
E-products for India to solve unique challenges in Education, Healthcare and Energy
Increase domestic value-addition and IPR in Electronics Products
Grow fabless companies to drive increased domestic value-addition
Build manufacturing and supply-chain eco-system to bring economies of scale
Build strong start-up eco-system to drive innovation
Semiconductor manufacturing is a strategic and commercial asset for India
Address cost disability factors vis-à-vis competition
Innovation Led Design ……………… Design Led Manufacturing

13. 2011-2020 is Indian Electronics Industry’s Golden Decade...

14. Thank You For More Information www.iesaonline.org research@iesaonline.org president@iesaonline.org