ELECTRONICS MANUFACTURING – ECONOMY

NEWS: The Indian government has finalized a ₹22,919 crore incentive scheme to bolster electronic component manufacturing over six years. 

This initiative aims to enhance domestic value addition and generate significant employment by focusing on critical electronic components. 

WHAT’S IN THE NEWS?

Salient Features of the Scheme

1. Total Outlay

The scheme has been allocated a total budget of ₹22,919 crore over a period of six years, aiming to boost domestic electronic component manufacturing.

2. Target Components

The scheme focuses on incentivizing the production of critical electronic components, including:

Display modules – Essential for screens and panels in various electronic devices.

Camera sub-assemblies – Used in smartphones, surveillance systems, and other imaging equipment.

Printed circuit board assemblies (PCBAs) – Core components in nearly all electronic products.

Lithium cell enclosures – Integral to battery technology for mobile devices and electric vehicles.

Resistors, capacitors, and ferrites – Fundamental elements for circuit design and electronic stability.

3. Employment Generation

The initiative aims to create approximately 91,600 direct jobs over the implementation period, thereby strengthening the domestic workforce in the electronics manufacturing sector.

4. Types of Incentives

The scheme provides three types of incentives to encourage investment and production:

Operational Incentives – Directly linked to incremental sales, following a model similar to the Production Linked Incentive (PLI) scheme.

Capital Incentives – Based on eligible capital expenditure (CapEx) to support infrastructure and manufacturing setup.

Combination Incentives – A structured mix of operational and CapEx-based incentives to offer financial viability for manufacturers.

5. Eligibility Criteria

The scheme is open to both greenfield and brownfield projects, ensuring flexibility for new and existing manufacturing facilities.

It allows foreign entities to participate through technology transfer agreements or by forming joint ventures with Indian companies to enhance domestic capabilities.

6. Incentive Structure

The annual financial payouts under the scheme will range from ₹2,300 crore to ₹4,200 crore, depending on the achievement of key performance indicators such as:

Investment in manufacturing infrastructure.

Volume of production.

Employment generation targets.

Present Status of Electronic Component Manufacturing in India

1. Market Growth

India’s electronics manufacturing sector is projected to expand at a growth rate of 15%, reaching a market size of $115 billion in 2024.

2. Mobile Phone Production

The total value of mobile phone production in India is expected to exceed $50 billion by March 2024, a substantial increase from $42 billion in the previous financial year.

3. Import Dependency

In the April-June 2024 quarter, India’s electronic goods imports surpassed $20 billion for the fifth consecutive quarter.

Over 50% of these imports consisted of electronic components and computer hardware, reflecting continued dependency on foreign suppliers.

4. Export Performance

India’s electronics exports surged to $29.12 billion in the 2023-24 fiscal year, marking an impressive 23.6% increase from the previous year.

The growth in exports is largely attributed to:

Expansion of smartphone production in India.

The success of the PLI program, which has incentivized large-scale production.

Key Challenges

1. Limited Domestic Scale

The current manufacturing capacity of electronic components in India remains inadequate to meet the rapidly increasing domestic demand, necessitating continued reliance on imports.

2. High Investment-to-Turnover Ratio

Unlike smartphone assembly, which offers a high turnover ratio of ₹20 per rupee invested, electronic component manufacturing generates only ₹2-4 turnover per rupee invested.

This makes component production less financially attractive compared to final product assembly.

3. Continued Import Dependency

Despite initiatives such as the PLI scheme, India’s electronic goods imports have consistently remained above $20 billion per quarter, highlighting the nation’s persistent reliance on imported components.

Way Forward

1. Encouraging Scale and Investments

The government should facilitate large-scale investments by providing:

Targeted financial incentives to attract global manufacturers.

Dedicated electronic manufacturing clusters to lower costs and achieve economies of scale.

2. Strengthening the Manufacturing Ecosystem

Enhancing domestic production requires:

Collaboration between Indian and global firms through joint ventures.

Technology transfer agreements to bring advanced manufacturing techniques to India.

3. Skill Development for Workforce Enhancement

Specialized skill development programs should be implemented to:

Train workers in high-tech electronics manufacturing.

Bridge the skill gap required for sustained job creation in the industry.

4. Boosting Research and Development (R&D)

To drive innovation and technological self-reliance, the government must:

Provide policy support and financial incentives for R&D initiatives.

Strengthen industry-academia collaborations to enhance domestic capabilities in electronic design and production.

5. Export-oriented Growth Strategy

A well-defined roadmap for global competitiveness should be developed by:

Expanding India’s presence in global electronic supply chains.

Strengthening export infrastructure to enhance long-term sustainability in electronic component manufacturing.

Conclusion

The effective implementation of the proposed incentive scheme is crucial for strengthening India’s position as a global electronics manufacturing hub.

It has the potential to:

Reduce dependency on imports, ensuring greater self-sufficiency in electronic components.

Create substantial employment opportunities, supporting workforce expansion.

Drive economic growth, boosting India’s manufacturing and export competitiveness in the global electronics industry.