3 ms·

It’s good and almost all of them assemble the small EV from ready made CKD (completely knocked down) kits from neighbouring country (imported legally or illegal

It’s good and almost all of them assemble the small EV from ready made CKD (completely knocked down) kits from neighbouring country (imported legally or illegally due to policy ban to show as produced in India). The value addition is in terms of making an outer body or assembling the imported battery cells and wheels (comes with inbuilt motor), depending on the capacity. India lacks basic manufacturing capability at present and is still a decade or two behind major players in this industry. Indeed almost all EV including the much celebrated local brands rely on supply from other countries (mostly from an immediate neighbour especially for battery cells, wheels with motors, PCB and power management electronics). India makes only vehicle body based on local needs. Hopefully this kind of car manufacturer are directly allowed to setup factories in India, instead of those middleman who try to get a large cut in India for substandard products, just for moving products due to restrictions and complications due to government policies of indigenous development, promoting inefficient indigenous manufacturers.

brainless 6y ago
I am not sure where you get this idea from but India is a huge automobile manufacturing hub, globally speaking. Yes India started very late but there is probably no part that is not manufactured inside the country. I am speaking of less than luxury brands of cars here. https://en.wikipedia.org/wiki/Automotive_industry_in_India https://en.wikipedia.org/wiki/Automotive_industry_in_India
- dragonsh 6y ago
  > there is probably no part that is not manufactured inside the country May be before commenting go and look for statistics yourself if India is even considered a player in EV manufacturing market. Most of its EV startups and manufacturers rely on China, Korea and Japan for motors, electrical drive train, battery cells, PCB, elctronics and many core parts. India even imports electrical transformers from China, the most basic equipment for building electrical distribution network. [1] May be talk to any auto manufacturers even most celebrated one's in India, have supply chain mostly from China. Go and ask Tata for its cars ECU, steering wheel and even steel. Indian mfg mostly are assembly and marketing company. China only recently became a manufacturer in EV and high speed train. It took over 3 decades of continuous improvements and development of close nit supply chain eco-system, India started opening up with an earlier government but with current government focusing on protective policies to enrich billionaires', it might take longer. [1] https://tradingeconomics.com/india/imports/china/electric-transform-static-converters-induct#:~:text=Converters%20and%20Inductors-,India%20Imports%20from%20China%20of%20Electrical%20Transformers%2C%20Static%20Converters%20and,COMTRADE%20database%20on%20international%20trade https://tradingeconomics.com/india/imports/china/electric-tr....
esperent 6y ago
> is still a decade or two behind major players in this industry Not likely. India produces a huge array of high tech goods like iPhones, vaccines, pharma products and so on. I doubt they can do all that yet somehow be two decades behind when it comes to EV parts.
- dragonsh 6y ago
  > goods like iPhones, vaccines, pharma products May be look into more details of it's supply chain and you will notice all of these completely depend on China, Korea, Japan and Taiwan imports. Also most of them are low end production. Pharma is a bright spot in India given the patent policies promulgated in India during earlier government resulting in innovation in formulations, but here also India depends heavily on API (Active product ingredient) imports from China. As I mentioned China only recently became better in last 10 years after 3 decades of continuous assembly and production improvements, India did well under earlier government, but as mentioned in earlier comment protectionist policies of current government whose policies benefit the rich in India, will slow down that process.

brainless 6y ago

I am not sure where you get this idea from but India is a huge automobile manufacturing hub, globally speaking. Yes India started very late but there is probably no part that is not manufactured inside the country. I am speaking of less than luxury brands of cars here. https://en.wikipedia.org/wiki/Automotive_industry_in_India https://en.wikipedia.org/wiki/Automotive_industry_in_India

dragonsh 6y ago
> there is probably no part that is not manufactured inside the country May be before commenting go and look for statistics yourself if India is even considered a player in EV manufacturing market. Most of its EV startups and manufacturers rely on China, Korea and Japan for motors, electrical drive train, battery cells, PCB, elctronics and many core parts. India even imports electrical transformers from China, the most basic equipment for building electrical distribution network. [1] May be talk to any auto manufacturers even most celebrated one's in India, have supply chain mostly from China. Go and ask Tata for its cars ECU, steering wheel and even steel. Indian mfg mostly are assembly and marketing company. China only recently became a manufacturer in EV and high speed train. It took over 3 decades of continuous improvements and development of close nit supply chain eco-system, India started opening up with an earlier government but with current government focusing on protective policies to enrich billionaires', it might take longer. [1] https://tradingeconomics.com/india/imports/china/electric-transform-static-converters-induct#:~:text=Converters%20and%20Inductors-,India%20Imports%20from%20China%20of%20Electrical%20Transformers%2C%20Static%20Converters%20and,COMTRADE%20database%20on%20international%20trade https://tradingeconomics.com/india/imports/china/electric-tr....

esperent 6y ago

> is still a decade or two behind major players in this industry Not likely. India produces a huge array of high tech goods like iPhones, vaccines, pharma products and so on. I doubt they can do all that yet somehow be two decades behind when it comes to EV parts.

dragonsh 6y ago
> goods like iPhones, vaccines, pharma products May be look into more details of it's supply chain and you will notice all of these completely depend on China, Korea, Japan and Taiwan imports. Also most of them are low end production. Pharma is a bright spot in India given the patent policies promulgated in India during earlier government resulting in innovation in formulations, but here also India depends heavily on API (Active product ingredient) imports from China. As I mentioned China only recently became better in last 10 years after 3 decades of continuous assembly and production improvements, India did well under earlier government, but as mentioned in earlier comment protectionist policies of current government whose policies benefit the rich in India, will slow down that process.