https://www.google.com.tw/amp/s/au.sports.yahoo.com/amphtml/india-cabinet-appr
oves-1-billion-102650516.html
(Reuters) - India's cabinet on Wednesday approved a 73.5 billion rupee ($1.02
billion) plan for boosting the local manufacturing and export of IT products s
uch as laptops, tablets, personal computers and servers, the country's technol
ogy minister said.
The production-linked incentive (PLI) plan, which provides manufacturers cash-
backs, will help India export IT goods worth 2.45 trillion rupees, technology
minister Ravi Shankar Prasad told a news conference.
"The focus of the scheme is to get global champions to India and to make natio
nal champions out of local manufacturers," Prasad said, adding that the plan c
ould create roughly 180,000 jobs.
The PLI plan is also likely to help U.S. tech giant Apple Inc assemble some of
its iPad tablets in India, Reuters previously reported.
Prime Minister Narendra Modi's policy push in the electronics sector has promp
ted Apple suppliers Foxconn and Wistron to expand in India, and driven Pegatro
n to set up base there.
The three Taiwan companies have committed to invest roughly $900 million to ma
ke iPhones in India as part of a $6.7 billion PLI plan launched by the governm
ent last year.
Modi's strategy, coupled with India's huge market, have also helped turned the
country into the world's second-biggest mobile maker after China.
New Delhi now wants to replicate the success of smartphone manufacturing with
other electronics in a bid to cut imports.
The federal cabinet last week approved a $1.68 billion plan to promote local m
anufacturing and export of telecoms and networking gear.
心得：
其实各国都学中国老路 钱给的够就来了
一下暴动一下疫情 但现实就是印度在疫情大爆发经济下滑严重还是有13%fdi增速 外资用
钱投票
事实上这种组装也是中国一堆没上过学的农民工再做的 素质也是很低 花三倍钱根本盘
20万员工一年差10万 可是纬创两年的净利
只要有钱 杀头生意都有人做了 适应文化管理成本根本不算什么
目标量不是很大 最终产品大概300亿镁而已 目前印度的IT制造比纺织还少 其实根本不
成气候
印度的优势在市场换投资 不来就课税
供应链会被迫过去
印度出口真正问题是基建尤其港口匮乏
随着莫迪1.4兆镁公共建设
要到一个程度会量变驱动质变
不过这个趋势可能要五年
苹果的中国厂就专做卖给中国产品
以前中国代工赚外汇 现在是中国自产自销苹果赚外汇走人
其实日 韩 产业升级过程都会出口变少
中国差别是贪官与移民外汇需求大 以及货币长期超发导致资产溢价 导致外汇流出大
未来应该会降低进口因应五年后出口降低
台湾是中国主要进口国 这五年面临竞争应该会加剧 中国会不计代价政策扶持降低进口
如果台湾守住五年后中国应该会出现外汇问题
就像俄罗斯一样 有出超但只要不够强货币照贬