Indian Manufacturing Sector

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Vips
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Re: Indian Manufacturing Sector

Postby Vips » 11 Sep 2021 11:58

sanjaykumar wrote:That’s not quite true. The US had a couple of dozen car companies. Some became defunct. Some amalgamated into General Motors.


The size of the US car market then compared to India was at least 15 to 20 times bigger and how many manufacturers remain today? I bet less then what India has today.

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Re: Indian Manufacturing Sector

Postby Vips » 11 Sep 2021 12:16

Mumbai-Ahmedabad bullet train: Railways launch giant equipment to build high-speed rail corridor.

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Indian Railways for the construction of viaduct superstructures of 508 km long, Mumbai-Ahmedabad High-Speed Rail Project (MAHSR) has successfully launched the indigenously designed and manufactured-‘Full Span Launching Equipment-Straddle Carrier and Girder Transporter’ to expedite the construction of viaduct for Mumbai- Ahmedabad High Speed Rail corridor.

This technology will expedite the process of launching girders as the precast girders of full span length will be erected as a single piece for double track viaduct. Full Span Launching Methodology(FSLM) is used world over as it is faster than the segment by segment launching method, usually adopted for the construction of viaducts for themetro system. India is now coming in the select group of countries like Italy, Norway, Korea, and China which have been designing and manufacturing such equipment.

The standard precast Pre Stressed Concrete (PSC) Box Girders (weight ranging from 700 to 975 metric ton) of span 30, 35 and 45 meters will be launched by using FSLM methodology for the high speed corridor. The heaviest PSC Box Girder weighing 975 MT and of 40 meter length will be used for the first time in the construction industry in India for MAHSR project.

The FSLM equipment of 1100MT capacity is indigenously designed and manufactured by M/s Larsen &Toubro at their manufacturing facility in Kanchipuram, Chennai, for which M/s L&T has partnered with 55 Micro-Small Medium Enterprises (MSME).

A total of 20 number of such launching equipment will be required for the construction of viaduct 325 km of viaduct superstructures between Vapi and Ahmedabad in the state of Gujarat.

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India is now coming in the select group of countries like Italy, Norway, Korea, and China which have been designing and manufacturing such equipment.

This equipment is designed to handle the Full Span Precast girders from casting bed to stacking yard and further feeding them to Bridge Gantry for further erection. This is a tyre mounted self-propelled gantry crane having lifting capacity of 1100MT.

The Mumbai Ahmedabad High Speed Rail project expected to create more than 90,000 jobs in this area including 51,000 jobs for technicians, skilled and unskilled workers.This project will boost the overall economy of the area by deploying 1000s of trucks, dumpers, excavators, batching plants, tunneling equipment and so on. It is estimated that 7.5 million ton of cement, 2.1 million ton of steel and 70000 tonnes of structural steel will be used in the construction. National High Speed Rail Corporation Limited is also preparing detailed project reports for seven high speed rail corridors. With the experience of execution of Mumbai-Ahmedabad High Speed Rail project, the works of other corridors will be faster.

sanjaykumar
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Re: Indian Manufacturing Sector

Postby sanjaykumar » 11 Sep 2021 21:02

^^ history is by definition old.

In 1929 5 million cars were sold in the US.

I find facts to be useful.

Vips
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Re: Indian Manufacturing Sector

Postby Vips » 11 Sep 2021 21:26

The number of manufacturers remaining today (relative to the size of the market) is also a hard fact.

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Re: Indian Manufacturing Sector

Postby Ambar » 11 Sep 2021 21:33

At the end of the day auto manufacturing is a very volume driven, low margin business (unless you are making super luxury cars). I remember former FCA chairman Sergio Marchionne saying mainstream auto makers need atleast 4 million units/yr globally to survive and be profitable. So unless there is volume, it makes little sense for a manufacturer to stay in a market. This is also the reason why Toyota is no longer bringing in new vehicles to India but instead leveraging Suzuki's cars to rebadge and resell. In near term i wouldnt be too surprised if Honda, VW, Skoda, Nissan, Datsun and Jeep also leave India.

Ford or some other automaker leaving makes little difference to the average Indian consumer or our manufacturing sector as a whole. Whatever little sales the struggling manufacturers have will be subsumed by other remaining manufacturers. During 2008-10 great recession, GM killed Pontiac, Saturn, Hummer, Ford killed Mercury, Chrysler killed Plymouth, Suzuki, Isuzu left the US market but it has had little to no impact on the industry.

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Re: Indian Manufacturing Sector

Postby Pratyush » 12 Sep 2021 11:51

If the product is not refreshed or is not relevant to the Indian market then the company will not be successful.

In the Indian market, MG & KIA were not known commodities before 2018-19. Yet they have been successful with specific product. If the product is fresh the manufacturer will succeed.

Remember Skoda in early 2000 with Octavia. Today it no longer enjoys that position.

But Kushaq should make it competitive in the market again.

So the company has to keep reinventing itself with new products and offerings.

Ford was not able to do so. In fact they didn't have a compelling mass market product from the last 5 years at least.

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Re: Indian Manufacturing Sector

Postby Vamsee » 25 Oct 2021 02:45

Zoho to foray into R&D in manufacturing sector

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This is good. Sridhar Vembu in many of his speeches mentioned how he is inspired by East Asia & Germany rathar than Anglo saxons & manufacturing (R&D) is the true wealth rather than finantialization of economy.

--Vamsee

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Re: Indian Manufacturing Sector

Postby Atmavik » 25 Oct 2021 03:02

Some of you might already know this but this video intrigued me . Not for the technical details but what the role of government is in increasing the economy , I see some of my friends debate abt socialism or capitalism or some other ism in Indian context. While we keep on debating the rest of the world will not stop
‘ how Tiwan created TSMC’

https://youtu.be/9fVrWDdll0g

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Re: Indian Manufacturing Sector

Postby Aditya_V » 25 Oct 2021 07:50

Vamsee wrote:Zoho to foray into R&D in manufacturing sector

=============

This is good. Sridhar Vembu in many of his speeches mentioned how he is inspired by East Asia & Germany rathar than Anglo saxons & manufacturing (R&D) is the true wealth rather than finantialization of economy.

--Vamsee


But his native South TN is in the grip of activists with TN media who want shut down Ports, Copper plants, Nuke power generators, everything and live off NGO money

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Re: Indian Manufacturing Sector

Postby Vips » 02 Nov 2021 01:30

Govt plans mega package to woo investors in semiconductor manufacturing.

India is planning to roll out a multi-billion-dollar capital support and production linked incentive plan to push manufacturing of semiconductors in the country, top sources have told TOI.

Sources said senior officers were in talks with some of the top semiconductor manufacturers such as Taiwan Semiconductor Manufacturing Co. (TSMC), Intel, AMD, Fujitsu, United Microelectronics Corp.

"The government is willing to talk capital support. We are closer to it like never before,” said a top source engaged in the process. The move comes at a time when a global chip shortage has massively affected production in industries across several sectors.

The plan is being coordinated and monitored closely by the Prime Minister's Office (PMO) and multiple ministries have been roped into the process, the TOI report said.

Sources said efforts would be made to formulate an "attractive and investment-conducive scheme" for companies. Financial support on capital expenditure, tariff reductions on certain components, and benefits through programmes such as Scheme for Promotion of Manufacturing of Electronic Components and Semiconductors (SPECS) and production-linked incentive (PLI) could be on the cards.

Previous attempts failed to get companies to invest in manufacturing semiconductors because sophisticated processes require heavy investments, besides an uninterrupted supply of clean water and electricity.

“The domestic demand is going to be very high. The government expects domestic production of electronics to move up to $350-400 billion by 2025, against the estimated $75 billion now. This will be a big enabler to get in investments,” the source said.

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Re: Indian Manufacturing Sector

Postby kit » 02 Nov 2021 02:00



India is a humongous market for all sorts of capital equipment and electronics , quite unsurprising that all the world's major manufacturers do not have plants inside India. NOW is the time. The economy is going up and whoever invests now would have the early mover advantage. Competition is going to be fierce in a decade.

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Re: Indian Manufacturing Sector

Postby Atmavik » 14 Nov 2021 03:06

https://youtu.be/Ij32IVNT6og

Eicher/volvo bus manufacturing in India. At 4:50 we can see the assembly line with Kuka robots.

@csurabh hoping ur company will be the kuka of India

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Re: Indian Manufacturing Sector

Postby csaurabh » 22 Nov 2021 18:51

Atmavik wrote:https://youtu.be/Ij32IVNT6og

Eicher/volvo bus manufacturing in India. At 4:50 we can see the assembly line with Kuka robots.

@csurabh hoping ur company will be the kuka of India


Long time no see.. Thanks for the complement, but becoming a kuka of India is a very long shot. There is very little support for such ideas.
Local investors are only interested in ecommerce/delivery/app type of startups and pvt companies are just interested in baniyagiri not RnD. So we'd have to get attention from global investors, for whom indigenization is not really a thing. Our best bet is to say it is a lower cost product with better features compared to the global product, but getting there takes time. We are getting there regardless. Ironically the much maligned govt organizations are our central pillar of support, they are the only ones who really buy into this indigenous/atma-nirbharta in high tech stuff..

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Re: Indian Manufacturing Sector

Postby suryag » 22 Nov 2021 21:26

Csaurabhji - there are a few investors that i know who are interested in cutting edge stuff for instance endiya partners

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Re: Indian Manufacturing Sector

Postby vcsekhar » 24 Nov 2021 13:31

csaurabh wrote:Long time no see.. Thanks for the complement, but becoming a kuka of India is a very long shot. There is very little support for such ideas.
Local investors are only interested in ecommerce/delivery/app type of startups and pvt companies are just interested in baniyagiri not RnD. So we'd have to get attention from global investors, for whom indigenization is not really a thing. Our best bet is to say it is a lower cost product with better features compared to the global product, but getting there takes time. We are getting there regardless. Ironically the much maligned govt organizations are our central pillar of support, they are the only ones who really buy into this indigenous/atma-nirbharta in high tech stuff..


@csaurabh, are you designing and making robots in India? Please send me your company name. I have been thinking of doing some automation in our factory and the likes of Kuka are just too expensive.
Thanks

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Re: Indian Manufacturing Sector

Postby csaurabh » 25 Nov 2021 12:54

Hi vcsekhar, we are indeed developing cnc machines, robotics and automation systems. However we are still in the R&D process and I estimate at least 1 year until we can prove ourselves with market ready products. Most 'robotics' and 'automation' companies in India just do assembly and installation using a platform like Delta, Siemens, Fanuc, Yaskawa. We are developing our IP from the scratch that is why it is taking time. We have currently done some instrumentation products for ISRO and IITs and are taking up further projects from DRDO. Usually pvt sector will not trust an unknown company at this stage. Regardless I would like to know about your requirements send me email at: saurabhsaurc [at] gmail [dot] com.

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Re: Indian Manufacturing Sector

Postby vcsekhar » 26 Nov 2021 11:58

csaurabh wrote:Hi vcsekhar, we are indeed developing cnc machines, robotics and automation systems. However we are still in the R&D process and I estimate at least 1 year until we can prove ourselves with market ready products. Most 'robotics' and 'automation' companies in India just do assembly and installation using a platform like Delta, Siemens, Fanuc, Yaskawa. We are developing our IP from the scratch that is why it is taking time. We have currently done some instrumentation products for ISRO and IITs and are taking up further projects from DRDO. Usually pvt sector will not trust an unknown company at this stage. Regardless I would like to know about your requirements send me email at: saurabhsaurc [at] gmail [dot] com.


Done, I sent you an email.
Thanks

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Re: Indian Manufacturing Sector

Postby csaurabh » 30 Nov 2021 15:37

https://swarajyamag.com/business/why-ar ... ufacturing

What nonsensical reasons they have given for not going into Lithium batteries.

The real reason is simply that they cannot make Lithium batteries because they have no R&D in chemistry, battery materials and manufacturing technologies. They just stick to a 100 yr old process and don't want to learn anything new.

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Re: Indian Manufacturing Sector

Postby Manish_P » 30 Nov 2021 16:50

^ +1

There are simply following the over-cautious baniya-style approach of license manufacturing rather than doing R&D and developing own tech.

It might well be likely that EVs will still take a decade to get prevalent here (even in urban areas) but surely these companies can take that time to do their research work started.. hopefully there might come some start-ups who start working on this tech. Time will tell whether these two companies adapt and survive or go extinct.

In the mean-time Chinese EV makers are getting very aggressive in the UK/Europe markets

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Re: Indian Manufacturing Sector

Postby venkat_kv » 02 Dec 2021 00:49

csaurabh wrote:https://swarajyamag.com/business/why-are-battery-companies-reluctant-to-take-up-li-ion-battery-manufacturing

What nonsensical reasons they have given for not going into Lithium batteries.

The real reason is simply that they cannot make Lithium batteries because they have no R&D in chemistry, battery materials and manufacturing technologies. They just stick to a 100 yr old process and don't want to learn anything new.


the article seems to indicate exide doesn't think that IC 's are going away anytime soon. they will probably go extinct with that sort of thinking and hoping for license manufacture if there is a need for Lithium batteries.

Amara Raja is said to have tied up with ISRO, though i doubt what exactly they are bringing in R&D.
It would be interesting to see where Tata Motors and Maruti go about their future acquisitions regarding EV batteries. this decade will probably decide how we can remain independent without depending on oil, lithium mined from sources around the world where China seems to have a head start.

I wish we go for different one than lithium- probably iron based or hydrogen based just to chart our own path.

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Re: Indian Manufacturing Sector

Postby chetak » 06 Dec 2021 23:59

Engineering major lost large domestic orders as technical-deficient rivals won tenders



L&T losing to ill-equipped cos in India; isn't it a pity: A M Naik


L&T losing to ill-equipped cos in India; isn't it a pity: A M Naik

Engineering major lost large domestic orders as technical-deficient rivals won tenders

December 6, 2021

Larsen & Toubro (L&T), India’s largest construction and engineering player, has lost as many as 14 large orders in the country because companies that don't possess adequate technical expertise and experience, of late, have won the projects by bidding lower, claimed A M Naik, non-executive chairman of L&T.

But the company has made up for the losses by winning projects overseas, where it has acquired a sizeable market share amid tough competition from large global players, he said. “Today, L&T does 60 per cent of its work outside India but here we have lost 14 of 14 ...

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Re: Indian Manufacturing Sector

Postby Vips » 07 Dec 2021 08:04

L&T must be losing its valued engineers due to poaching by these companies to make up for the technical experience after winning the large orders/contracts.

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Re: Indian Manufacturing Sector

Postby Yagnasri » 07 Dec 2021 12:50

If there are construction related orders, we all know how those orders are given.

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Re: Indian Manufacturing Sector

Postby vimal » 07 Dec 2021 12:54

Its scary to what kind of bridges and highways these lowest bidder companies will build. One collapse and blow to Modi/Ambani/Adani will be in full flow.

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Re: Indian Manufacturing Sector

Postby Najunamar » 08 Dec 2021 08:40

I see CMRL project having L&T in the billboards, perhaps there are many of these projects under way and they're spread too thin? Isn't it a good thing to have viable alternatives?


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