The news of October 10, India’s financial crimes agency, Tuesday arrested vivo arrested four industry executives, including a Chinese national industry executives, accused of suspected money laundering.
Vivo responded, said an employee was arrested, but did not specify the nationality of the arrestees. It also said, “The recent arrests by the Indian Enforcement Directorate (IED) are of deep concern to us. We will use all available legal means.” Enforcement Directorate is yet to respond to this. Earlier, sources close to the matter told the media that four Vivo employees were arrested and during the court hearing lawyers said that only one Vivo employee was arrested by the name of Guanwen Kuang.
The Indian law enforcement agency, asked for 10 days of detention, but the judge granted only three days. It is reported that this arrest of Vivo executives may be related to the 2022 case. In 2022, the Indian Enforcement Directorate, raided Vivo’s India office and accused it of money laundering. It also blocked 119 bank accounts related to Vivo’s India operations, but the court later quashed the move. Vivo has repeatedly denied the allegations, stating that “Vivo firmly adheres to its ethical principles and is committed to legal compliance.” The latest IDC data shows that Vivo is already the largest smartphone brand in India in Q2 2023 and has maintained its growth, capturing 16% of the market share.
It is ahead of Samsung, Apple, Mi. vivo Y series is the sales leader of vivo, vivo Y200 has already started its preview in India and is expected to be powered by Snapdragon 4 Gen 1 mobile processing platform, 6.67-inch FHD+ 120Hz screen and 64 MP OIS main camera. A lot of Chinese companies, in the last 18 months, have stepped on potholes in India. “The same end of the world” OPPO, millet, Lenovo, India naturally did not let go, anyway, glory has been running overnight. Mi Group is by far the worst loss, was frozen nearly 700 million U.S. dollars in assets. India, on the other hand, has claimed that OPPO, wrongly used the tariff exemption and is going to make OPPO pay Rs 43.9 billion in back taxes, which is about Rs 3.7 billion. In July this year, BYD had also wanted to spend $1 billion, to invest in India, and cooperate with Indian companies to produce electric cars and batteries in India. But in the end, India rejected BYD’s $1 billion investment plan to build a factory on the grounds of investment security. At the same time it also started an investigation into BYD, mainly due to suspicions that the company had failed to pay about 730 million rupees, or about 63.6 million yuan, in taxes. The problem is that BYD has only sold about 1,960 cars in India over the past two years, and its revenue doesn’t even come close to paying the tax. On September 27, several Indian media reported that due to the suspicion of tax evasion by Lenovo’s local company, in order to confirm the relevant information and collect evidence, Indian tax officials raided Lenovo’s local factories and offices. Lenovo said, “We are working with the relevant authorities and will provide all possible support.” In 2022-2023, Lenovo’s revenues in India amounted to $1.9 billion, or about Rs. 13.9 billion, or about 3 percent of its total revenues. India gets what it wants and kicks out companies that have helped. India is seeking to “Make in India”, to create a domestic science and technology industry, to reduce the dependence on imports of Chinese manufactured goods.
Tsinghua University has officially announced that a team of Professor Wu Huaqiang and Associate Professor Gao Bin from the School of Integrated Circuits at Tsinghua University has developed the world’s first fully system-integrated amnesia memory-computing chip that supports highly efficient on-chip learning (where machine learning can be accomplished directly on the hardware side) based on the memory-computing computing paradigm. The results have been published in the latest issue of Science.
According to the article, the team of Qian He and Wu Huaqiang has been on a long march for 11 years, from amnesia devices to prototype chips to system integration, to solve the bottleneck problem of AI arithmetic, and to overcome the “neck” of the key core technologies, and the results involve the amnesia integrated chip, the integrated system, the accelerator of ADAM algorithm, and the system of storage and calculation. system, ADAM algorithm gas pedal …… It is expected to promote the development of artificial intelligence, automatic driving, wearable devices and other fields.
It is understood that in 2012, Qian He and Wu Huaqiang team began to study the use of amnesia for storage. Memristor is the fourth basic component of circuit after resistor, capacitor and inductor. In 2020, the team built a complete storage and computation system based on multiple arrays of amnistors, which runs the convolutional neural network algorithm efficiently and successfully verifies the image recognition function, which is two orders of magnitude more energy-efficient than the graphic processor chip. The system runs the convolutional neural network algorithm efficiently and successfully verifies the image recognition function, which is two orders of magnitude more energy-efficient than the graphic processor chip, dramatically increasing the computing power of the computing device and realizing the completion of complex computation with smaller power consumption and lower hardware cost.
On-chip learning is important for edge smart devices to adapt to different application scenarios. Current techniques for training neural networks require moving large amounts of data between computing and storage units, which hinders the realization of learning on edge devices.
In this research, Qian He and Huaqiang Wu led a team to innovate and design a new generalized algorithm and architecture STELLAR for efficient on-chip learning applicable to amnesia storage-computing integration, which includes its learning algorithms, hardware implementation, and parallel conductance tuning scheme, and is a generalized approach to facilitate on-chip learning through the use of amnesia cross-gate arrays.
The chip is known to perform tasks such as motion control, image classification and speech recognition. It consumes only 1/35th of the power consumption of an ASIC for the same task, while promising a 75-fold improvement in energy efficiency.
“The integrated on-chip learning can effectively protect user privacy and data while realizing lower latency and smaller energy consumption.” Yao Peng, one of the first authors of the academic paper and a postdoctoral fellow, introduced that the chip can realize fast “on-chip training” and “on-chip recognition” of different tasks with reference to the bionic brain-like processing method, which can effectively complete the incremental learning tasks in edge computing scenarios and adapt to new scenarios and learn new knowledge to meet users’ personalized needs with extremely low power consumption. It can effectively accomplish incremental learning tasks in edge computing scenarios, adapt to new scenarios and learn new knowledge with very low power consumption to meet users’ personalized needs.
Google Pixel 8 and Pixel 8 Pro have already been released, and the third member of the series, the Pixel 8a, has now been revealed.
As you can see from the renders, the Pixel 8a has a very similar design style to the Pixel 8, Pixel 8 Pro with very rounded corners.
According to reports, the Google Pixel 8a measures 152.1 x 72.6 x 8.9 millimeters. This means that its dimensions are almost identical to its predecessor, the Pixel 7a, which measured 152 x 72.9 x 9 millimeters.
According to benchmarks revealed in August, the Pixel 8a will come with a downsampled version of Google’s latest Tensor G3 chipset, which is also used in the other two Pixel 8s.
The Tensor G3 features a 9-core CPU design based on Samsung’s 4nm process, consisting of 1 x Cortex-X3, 4 x Cortex-A715, and 4 x Cortex-A510.
In addition, the Pixel 8a will come with 8GB of RAM and being a phone launched by Google itself, it also ships with the latest Android 14.
Tsinghua University announced that the team of Professor Huaqiang Wu and Associate Professor Bin Gao from the School of Integrated Circuits at Tsinghua University has developed the world’s first fully system-integrated amnesia memory-computing chip that supports highly efficient on-chip learning (machine learning that can be accomplished directly on the hardware side) based on the memory-computing computing paradigm. The results have been published in the latest issue of Science.
According to the article, the team of Qian He and Wu Huaqiang has been on a long march for 11 years, from amnesia devices to prototype chips to system integration, to solve the bottleneck problem of AI arithmetic, and to overcome the “neck” of the key core technologies, and the results involve the amnesia integrated chip, the integrated system, the accelerator of ADAM algorithm, and the system of storage and calculation. system, ADAM algorithm gas pedal …… It is expected to promote the development of artificial intelligence, automatic driving, wearable devices and other fields.
It is understood that in 2012, Qian He and Wu Huaqiang’s team began to study the use of memristors for storage. Memristor is the fourth basic component of circuit after resistor, capacitor and inductor. It can still “remember” the passing charge after power failure, so it is used as a new type of nanoelectronic synaptic device. 2020, the team built a complete storage and calculation system based on multi-array amnesia with all hardware components, which efficiently operated the convolutional neural network algorithm, and successfully verified the image recognition function, which is two orders of magnitude more energy-efficient than the graphic processor chip. The system runs the convolutional neural network algorithm efficiently and successfully verifies the image recognition function, which is two orders of magnitude more energy-efficient than the graphic processor chip, dramatically increasing the computing power of the computing device and realizing the completion of complex computation with smaller power consumption and lower hardware cost.
On-chip learning is important for edge smart devices to adapt to different application scenarios. Current techniques for training neural networks require moving large amounts of data between computing and storage units, which hinders the realization of learning on edge devices.
In this research, Qian He and Huaqiang Wu led a team to innovate and design a new generalized algorithm and architecture STELLAR for efficient on-chip learning applicable to amnesia storage-computing integration, which includes its learning algorithms, hardware implementation, and parallel conductance tuning scheme, and is a generalized approach to facilitate on-chip learning through the use of amnesia cross-gate arrays.
The chip is known to perform tasks such as motion control, image classification and speech recognition. It consumes only 1/35th of the power consumption of an ASIC for the same task, while promising a 75-fold improvement in energy efficiency.
“The integrated on-chip learning can effectively protect user privacy and data while realizing lower latency and smaller energy consumption.” Yao Peng, one of the first authors of the academic paper and a postdoctoral fellow, introduced that the chip can realize fast “on-chip training” and “on-chip recognition” of different tasks with reference to the bionic brain-like processing method, which can effectively complete the incremental learning tasks in edge computing scenarios and adapt to new scenarios and learn new knowledge to meet users’ personalized needs with extremely low power consumption. It can effectively accomplish incremental learning tasks in edge computing scenarios, adapt to new scenarios and learn new knowledge with very low power consumption to meet users’ personalized needs.
In 1999, Microsoft was interested in entering the gaming industry in order to execute its “living room strategy” and stop the invasion of Sony’s PS (PlayStation) console in the computer field, so it first proposed the idea of acquiring Nintendo to the then Nintendo of America president Minoru Arakawa (the son-in-law of the third-generation Nintendo president, Pu Yamauchi).
In 2000, then-Microsoft CEO Steve Ballmer had the then-small Xbox team meet with Nintendo to see if they were interested in being acquired, as recalled by Kevin Bachus, Xbox’s director of third-party relations. “Nintendo just laughed their asses off. Like, imagine for an hour these people just laughing at you. That’s how that meeting went.” Bachus said.
At the time, Microsoft, which was trying to enter the game industry with money in hand, was described as “whimsical” in every way, and even requested that it stop developing its own consoles after acquiring Nintendo altogether, and instead develop games for the Xbox, which Pu Yamauchi described as “not understanding the game industry”.
However, many people did not expect that 20 years later, Microsoft would once again consider the “amazing feat” of acquiring Nintendo.
Those who are concerned about the game industry should know that Microsoft’s acquisition of Activision Blizzard has been subjected to strict scrutiny by regulatory agencies in many countries, and in recent times Microsoft has been required to submit relevant confidential documents to the U.S. Federal Trade Commission (FTC).
Just recently, Microsoft uploaded a large number of confidential documents into the public domain in a misstep, including new ideas for acquiring Nintendo and V (Valve, Steam’s parent company), plans for a new Xbox console, upcoming games, and a slew of internal emails.
Gamers are probably more shocked by the idea of Microsoft buying Nintendo and V than Activision Blizzard.
According to leaked documents, Microsoft Xbox head Phil Spencer expressed his interest in acquiring Nintendo in an email exchange with Takeshi Numoto, Microsoft’s executive vice president and chief commercial officer. Originally discussing the acquisition of TikTok’s U.S. business, Numoto volunteered why Microsoft wouldn’t go after a company like Nintendo.
PS: In 2020, when the U.S. government declared that it was considering “banning TikTok,” Microsoft released an official statement saying that after discussions between Microsoft CEO Satya Nadella and President Trump, Microsoft was prepared to continue negotiations to acquire TikTok in the U.S., with the goal of completing the negotiations by September 15th. (The latter ended without a hitch.)
Spencer actually endorsed Numoto’s idea and said he was committed to buying Nintendo. He believed that if he could push Microsoft to acquire Nintendo, it would be the pinnacle of his career. And in Spencer’s opinion, Microsoft’s acquisition of Nintendo would be a win-win move for both companies, and Nintendo’s future shouldn’t be limited to its own hardware platform.
Intriguingly, Spencer also emphasized that ValueAct, a former key member of Microsoft’s board of directors, has been acquiring a large amount of Nintendo’s stock, which could ‘create an opportunity’ for it, and that Microsoft’s board of directors would give its full support regarding the acquisition.
Spencer understands that Microsoft wants to buy Nintendo is not an easy task, how to convince the other side is one aspect, and considering that Nintendo is also sitting on a huge amount of cash, any hostile takeover is not a wise move, in the short term if there is no major opportunity to buy is unlikely to be a success.
Compared to the acquisition of Nintendo, Microsoft has not yet seen more specific ideas for the acquisition of V, but the Xbox business and Steam are likely to produce more direct and greater synergies. Steam’s influence on PC players around the world has been self-evident for a long time, as the largest digital distribution platform in the field of PC gaming, countless players have chosen to buy games on Steam, and Steam has accumulated a large number of developers and gamers. Steam has also accumulated a large amount of supporting software for developers and players.
But whether it’s the acquisition of Nintendo or V, it’s destined to cause a huge change in the landscape of the gaming industry, even more so than Activision Blizzard. In other words, Microsoft’s acquisition is bound to attract even more scrutiny from regulators, and considering that Activision Blizzard is having such a hard time moving forward with its acquisition, it will be even harder for Microsoft to acquire Nintendo and V.
Considering that the Xbox Series X/S releases in 2020, it’s not just Nintendo’s new console that’s actually a concern, but also gamers who have been concerned about when Microsoft’s half-generation upgrades and even next-gen consoles will arrive.
In this leaked document from Microsoft, a roadmap for Xbox consoles in April 2022 has been leaked, showing that Microsoft plans to launch half-generation upgraded consoles in 2024, and a whole new generation of “next-generation hybrid gaming platforms” in the 2028 fiscal year.
Two of the half-generation upgrades will be a high-end console codenamed Brooklin, replacing the current Xbox Series X, and an entry-level console codenamed Ellewood, replacing the current Xbox Series S. The new consoles will have the same core performance as the current Xbox Series S, but will have the same core performance as the current Xbox Series X.
The core performance of the two new consoles will remain the same, with upgrades focusing on better wireless capabilities; expanded internal storage; a refurbished exterior design, with the Xbox Series X featuring a cylindrical design; and a new gamepad with gyroscopic acceleration support, which is expected to be released by the end of this year.
By the way, neither of the two new consoles will come with an optical drive; Microsoft said in the document that the new consoles will go all-digital, just like the Sony PS5 Digital Edition, which doesn’t support the loading of game discs and can only be purchased and downloaded via subscription or in digital stores. And for now, the Xbox Series X is equipped with a Blu-ray drive.
Pricing remains unchanged, with the two new consoles maintaining the current $499 and $299.
Meanwhile, Microsoft is also planning a ‘next-generation hybrid gaming platform’ that will combine local and cloud computing to ‘enable performance beyond the capabilities of the hardware itself’.
In terms of chips, the CPU is not only considered AMD Zen6, but also ARM64; the GPU will be co-designed with AMD or designed on its own based on AMD licenses (Navi5 core). In addition, the new Xbox will support technologies such as forward-compatible and next-generation DirectX ray tracing, dynamic global illumination, machine-learning-based super-resolution and micro-polygon rendering optimization.
What’s more, according to Microsoft’s plan, the next-generation Xbox console will allow for the ‘complete convergence’ of cloud gaming platforms and physical hardware to provide ‘cloud hybrid gaming’, potentially becoming a transitional route before the arrival of cloud gaming, or even a completely new evolutionary route. Additionally, Microsoft has included a reference to ‘consumer-grade or handheld devices’ under $99, allowing gamers to use some sort of handheld device to play cloud-powered games.
As of now, the next-generation Xbox is still in the hardware design phase, but if Microsoft is still on track with last year’s plans, we should see the next-generation Xbox go on sale in Microsoft’s fiscal year 2028 (natural year June 2027-June 2028), with a focus on cloud-converged gaming.
In addition to the above, the leaked document actually mentions a number of games that are scheduled for release before the 2024 fiscal year: The Elder Scrolls 4 Annihilation remastered, Doom Year Zero and DLC, Fallout 3 remastered, Shame 3, and more.
This Microsoft leak is arguably one of the biggest leaks the gaming industry has ever seen, but it’s something that Microsoft will have to break its teeth on – and swallow back.
According to an order shared by the FTC, the responsible party for this leak was identified as Microsoft itself. The court had previously asked all parties involved to submit a link to a secure cloud containing the deleted information for public access. Microsoft voluntarily provided this link on September 14, but it contained a significant amount of non-public information.
By the time Microsoft responded back, notified the court and quickly deleted the files, they had already circulated on the Internet, causing irreparable damage.
Interestingly, the FTC’s order also mentions that this week Microsoft will resubmit the much-disputed evidence, this time with a written certification signed by all parties confirming that all content has been reviewed and contains only public information.
At last month’s Citi analyst conference, Intel CFO David Zinsner revealed news of next year’s Windows update, suggesting that consumers may upgrade their PCs in response to a new version of Windows.
“We think 2024 is going to be a pretty good year for the PC market, particularly driven by Windows updates,” it said at the conference. “Existing Windows PC hardware is relatively old and will probably be heavily updated next year.” According to outside analysis, Zinsner refers to the “Windows update” is most likely Windows 12.
Intel has announced its Meteor Lake mobile chip, which will be released in December. It’s Intel’s first processor to have a small chip in each component, and the first to use Intel’s 4 process, in addition to having a dedicated AI co-processor built in.
And as previously reported, hardware leaker @leaf_hobby had posted details about Intel’s Meteor Lake desktop platform. Although the tweet has been deleted, it can still be expected that this processor is meant for the next generation of Windows (most likely Windows 12).
While Microsoft hasn’t officially announced anything about Windows 12, it’s still not hard to deduce that Windows 12 will perhaps be integrated with AI features to spur user demand for updates. In an interview with The Verge website this year, Microsoft’s head of consumer marketing, Yusuf Mehdi, said, “When we start working on future versions of Windows, we’ll think about where AI should play a natural role in the experience.”
However, with the recent departure of Panos Panay, head of the Windows division, to Amazon, it’s not clear if that will have any impact on the development of Windows 12.
Japan Broadcasting Corporation (NHK) reports that the Ishikawa Prefectural Government today (6th) confirmed that in August of this year, a total of 892 people from 18 prefectures in Japan suffered from food poisoning at the “Great Falls Sightseeing Ryuu Mizutaki” restaurant in Tsubatsuhata Town, Ishikawa Prefecture. The youngest person was just over a year old, and the oldest was in his 80s. 22 of the 892 people were hospitalized at one point.
According to the Ishikawa Prefectural Government, Campylobacter was detected in the spring water used to prepare food at the restaurant. People infected with the bacteria mainly show acute enteritis, such as symptoms of diarrhea, discomfort, fever, abdominal pain and bloody stools. In previous reports, Campylobacter infections are usually associated with ingestion of chicken, especially raw or undercooked chicken.
The county government is therefore calling for better water quality monitoring and management in restaurants that use well and spring water. The “Great Falls Sightseeing Ryumisui” restaurant has also announced that it will close down. Ryumizume is a Japanese noodle dish, also known as Ryumizume-nuri. The bamboo longitudinal cut in half, in the groove filled with water to let the noodles flow down, diners were waiting on both sides of the bamboo, with chopsticks to intercept the clip up, dipped in bonito sauce to eat.
In March 2023, the Russian Ministry of Industry and Trade ordered the development and exploitation of photolithography materials for microelectronics production, in particular the production of photoresists, and the ministry will allocate 1.1 billion rubles for this work.
According to RIA Novosti, researchers at St. Petersburg Polytechnic University have developed a “domestic photolithography compound” that can be used for the etching and production of maskless chips, which will make it possible to “solve the problem of Russian technological sovereignty in the field of microelectronics”. It is possible.
This will make it possible to “solve the problem of Russia’s technological sovereignty in the field of microelectronics”, the representative of the St. Petersburg Polytechnic University said. The equipment complex includes equipment for maskless nanolithography and plasma chemical etching. It is stated that the cost of one of the tools is 5 million rubles, and the cost of the other is unknown.
The first device can be used to obtain an image on a substrate without the need for a special mask. According to the developers, this technology is much more cost-effective, both in terms of cost and time, than conventional lithography, which requires the use of a specialized mask plate to obtain an image. The device is controlled by specialized software that allows for complete automation.
According to the representative, the complex was developed by the St. Petersburg Polytechnic University to create “nanostructures” necessary for the “operation of various microelectronic devices. The first stage of the process requires the use of a basic mask lithography, and the second stage requires the use of a silicon plasma chemical etching machine.
It is noted that the second device will use the image created on the substrate in the first stage. The device can be used to form nanostructures directly, but it can also make silicon films, for example, for shipboard overpressure sensors, RIA Novosti writes.
The authors of the project assured RIA Novosti that silicon membranes made on this machine “exceed in reliability and sensitivity those made by liquid or laser etching methods.” They also emphasized that this is a completely (Russian) domestic product.
Indeed, St. Petersburg Polytechnic University is not the only institution working on advanced domestic lithography solutions. As early as October 2022, the Nizhny Novgorod Institute of Applied Physics of the Russian Academy of Sciences announced that it had begun work in this direction, but with slightly different goals.
Publicly available information indicates that as of October 2023, Russia will be able to use up to 65nm topologies, a technology that was virtually phased out nearly 20 years ago, although Russia is now building a 28nm chip factory.
The Novgorod Institute of Applied Physics is said to be working hard to close the huge gap between Russia and the rest of the world, and their specialists are developing the first domestically produced photolithography machine capable of producing 7nm topology chips. However, this will still take several years, and full operation will not begin until at least 2028.
Canon could be releasing an EOS R5 successor in February 2024 Canon is understood to have put some of its EOS R5 Mark IIs in the hands of some photographers and content creators for testing. The new camera, whose parameters have been revealed, will feature a 62-megapixel full-frame stacked CMOS image sensor and DIGIC X2s image processor, with support for 8K60p and 4K120p recording, as well as support for the CFexpress Type B recording format. Canon’s current mainstay is the EOS R5, which was released in 2020 and is priced at $25,999.The EOS R5 is equipped with a new CMOS image sensor of about 45 effective megapixels and a DIGIC X digital image processor.
In a report by research firm Counterpoint, we found this set of data: From 2014 to now less than ten years, India’s imports of cell phones from China have plummeted from 180 million to 2.19 million. And India’s proportion of self-produced and self-sold cell phones, but also from the beginning of the 19% growth to the current 98%, and even news that India almost do not need to import cell phones from China. Take the iPhone 15, for example, which has just been released, and which “Made in India” has already been involved in the first wave of sales. This is also the first time that Apple has realized mass production in India before the release of a new model.
Last year, the iPhone 14 shipped in India half a year later than in China, and even a few years further back, India could only produce the previous generation of iPhones. Now, not only will India be able to produce the new iPhone at about the same time as China, but Apple has also revealed that it plans to move 25 percent of its production lines to India by 2025. Until now, most people certainly didn’t take Indian cell phone manufacturing too seriously, and there was a real glut of weird news from the country that was sometimes even entertaining to watch. But from Counterpoint’s data and the shift in iPhone production capacity, it seems like all the articles are saying that India’s cell phone manufacturing industry is now stronger. For a long time now, people have been more or less underestimating India’s phone manufacturing industry.
Take the whole machine assembly, in 2014 before, can make a complete smart phone in India, only Samsung one. With the release of a series of investment policies in India, a number of cell phone manufacturers have disregarded the previous foreign enterprises in India’s “misery”, straight to the meat and potatoes of the Indian market. Investment investment, factory building factory.
Like Mi, OV and other cell phone manufacturers, at that time in the domestic cell phone market has reached a bottleneck, is also a decisive choice to go to sea in India. At first they just exported the whole machine to earn a little money. But after tasting the sweetness, these cell phone manufacturers gradually bold, began to invest in building factories, focusing on the development of the Indian market. Now, Mi alone has built seven factories in India. Not only Mi, OV these domestic brand manufacturers, like the domestic well-known ODM (original design manufacturer) manufacturers wisdom HaiPai and Shanghai and Germany and other cell phone assembly factories also see the itch, began to transfer part of the production line to India. At present, can produce the whole machine in India, just domestic manufacturers, there are more than 15. Production capacity, not to mention, in 2015, India has surpassed Vietnam to become the second largest cell phone manufacturing country. Now, the assembly of smartphones in India as a whole is nearly twice that of Vietnam, and roughly a quarter of the domestic assembly. And, India’s ambition has not only to meet the self-sufficiency of the country’s smartphones, but also reached out to the export of this piece. In the export of the whole machine, India in the past few years is also quite good. During the nine years of “Make in India”, it has exported more than 2 billion units of the whole machine to the outside world.
Last year, 16% of the whole machine assembled in India were exported to other countries, and even in April and May this year, India’s smart phone exports reached 200 billion rupees, more than double the 900 billion in the same period last year. Countries like UAE, USA, Holland, UK and Italy have been groomed by India as its fifth most stable ” customers”. Even Rajiv Chandrasekhar, India’s Minister of State for Electronics and Information Technology, has made a bold statement that next year, cell phones will be one of the top 10 categories of Indian exports. Picture of course, India’s whole machine manufacturing development up, upstream cell phone parts and components manufacturing will naturally be driven up. Whole machine manufacturing in India to complete the layout of the production line, the card profit link runs to the head of the imported spare parts. In order to cut these unnecessary expenses, cell phone parts manufacturers have also begun the transfer of production lines, such as Terra Nova Communications, HCLT, Changying Precision and so on have moved some of the parts production lines to India. To cite the most intuitive example, in 2018, more than half of the manufacturers in the Indian cell phone market had to rely on imported semi-finished products, and only one-third of them imported their own parts for assembly. And in 2019, this data came to a big flip, two thirds of the manufacturers have realized their own imported parts assembly, no longer rely on assembled semi-finished products. Now, nearly 80% of the assembled cell phone parts, including motherboards, battery modules, packaging materials, and other components, manufacturers can completely buy locally in India. Not only that, the transfer of parts manufacturers to India continues. Some time ago, the world’s largest foundry in the field of 3C Hon Hai (Foxconn) announced that it would make a big move in the Indian market, throwing 50 billion rupees to expand the cell phone parts and semiconductor business there. India’s progress is indeed rapid, but, some media say ” India’s cell phone industry will soon surpass China “, is still too early. Already at the bottom, how to go is up. Indian cell phone market appeared so exaggerated results, a large part of the reason is that its starting point is low enough. After all, when the domestic smartphone market has been fighting to the end, on the contrary, India, has just started. In India began to make an impact in 2014, India has more than 900 million registered cell phone users, but the coverage rate of smart phones is pitifully small, less than 20%, only about 120 million people are using. Equally important, labor costs in India are really too cheap. The minimum wage offered by the government is 178 rupees a day, which translates into 2 dollars. Huge blue ocean market plus cheap labor, as long as when the Indian government a little turn, the major cell phone manufacturers will naturally run over to invest. And from the point of view of India’s development over the years, their government is a little too able to live, uncertainty is too high. According to reason to develop the cell phone manufacturing industry, you have to get their own business environment, play their own human advantage, to create a win-win situation. However, look at India’s policy changes in the past few years, it is clear that it puts the center of gravity to another means, by erecting trade barriers raw ” rob ” supply chain. Like Mi, OV these domestic cell phone manufacturers, more or less in India to build factories are a little pushed to go.
In 2016, in the implementation of ” Make in India ” less than two years, the Modi government began the whole job. In the years that followed, the tariffs on cell phones and their components were like rockets, soaring. Among them, the tariffs charged on the whole cell phone is the most, the highest tax rate reached 20%, such as batteries, chargers, adapters, these cell phone parts are relatively low, the average tariff is 15%. Now in front of the Chinese cell phone manufacturers have only two choices: either to give up the Indian market, or to build factories in the Indian market. Of course, Mi these cell phone manufacturers choose the latter, after all, there is no more flavorful market than India. When a group of domestic manufacturers to build the plant is almost, India and out of the preparation for further harvesting. These two years, India’s tax review is a wave after wave, almost all domestic mainstream cell phone brands have not escaped. Mi India was accused of tax evasion of 6.53 billion rupees, vivo in India 119 related bank accounts were frozen, OPPO was also required to pay nearly 43.9 billion rupees in taxes. This battle, all the glory just out of the sea to dry blind, overnight fled out of the Indian market. Even three months ago, the Indian Law Enforcement Agency threw out a document saying that it would confiscate the 4.8 billion yuan that Mi had frozen last year. The industry chain is attracted to the industry chain and then engage in some trade barriers, in the end, they all become their own. Although at present, India gives “benefits” is quite good, a large wave of manufacturers are rushing to go there to invest in factories. But India’s urbane people are also clear, before the lesson has been a lot, who do not want to become the next Vodafone. So now go to India to invest in manufacturers, are cautious and cautious. Take Apple for example, the expansion in India is also like a dragonfly like a test. Like the Modi government introduced the ” Make in India ” policy, the original intention was to foster local cell phone manufacturers to come. As a result, the Mi, OV and other brands directly occupied the low-end market. Comparison in the “Make in India” program before the implementation of the four little dragons of India Micromax, Intex, Lava and Karbonn (collectively referred to as “MILK”), which can still snatch a little bit of market share from the hands of Samsung. After 2014, they have been squeezed by Mi, OV and others. By 2021, the MILK four manufacturers in the hands of the market share of less than 1%, basically can be said to be out of the smartphone market. Components, as mentioned earlier, many cell phone semi-finished products can already be assembled and produced in India. But the local counterpart of the most basic parts supply chain is not developed at all, most of them still rely on imports. Last year, India also thought to help a local parts manufacturers, so in February 9th to limit the import of cell phone displays, lens modules and other parts of the cell phone components. Next, the interesting came. Restrictions on imports, overseas imports of key components group was detained in customs. And local parts manufacturers simply can not hold up, resulting in cell phone manufacturers to interrupt the supply chain, the entire production line directly paralyzed. So on February 24th, India made another emergency announcement, restoring the free import of parts. Another example is Foxconn, it wants to transfer the industrial chain from China to India is not a new thing, but the transfer of 30% of the production capacity, it has been planning for five to ten years.
The reason why so slow, the key process is stuck in the cell phone parts this piece, apple assembly with almost 90% of the parts are China’s special supply. Even if it shifts some production capacity to India, most of the assembly parts still have to be imported from China. Now China’s annual export of goods to India, cell phone components and equipment has ranked first, amounting to 1.74 billion U.S. dollars. India to really make the cell phone manufacturing industry to get support flange up, or have to first get their own hard power, the local cell phone supply chain to cultivate up.
