India-based Continental Device India (CDIL Semiconductors) announced a comeback in the semiconductor manufacturing business, with two ATMP lines expected on board. The oldest discrete semiconductor provider in India is looking to capitalize on the rising demand for electronics and a growing ecosystem in India.
Analyses diverge on how well the overall sales for the iPhone 15 series will perform this year. Due to the unexpectedly high order amount and the fact that the series is still in the initial stages of mass production, it is still too early to reach a conclusion, say industry sources. Potential supply chain issues, restrictions from the Chinese government, and competition from Huawei could still steer the sales of the iPhone 15 series in different directions.
Indian digital services and solutions provider Coforge is set to embed generative and other AI forms into its core operations. The recent introduction of 'Coforge Quasar,' a generative AI platform, underscores the company's interest in advancing enterprise AI capabilities. Notably, Quasar boasts an impressive suite of over 100 pre-integrated APIs ready for deployment.
Following iPhone case manufacturing, Tata Group plans to set up an ATMP facility in southern India, which may be the first such facility set up by an Indian conglomerate.
V. Lee, the Foxconn representative in India, said in a LinkedIn post that the group aims for another doubling of employment, FDI, and business size in India. Lee did not elaborate on the timeline of Foxconn's expansion plan in India. According to Reuters, Foxconn employs 40,000 people in India.
When the world is de-globalizing, it is the best time for Taiwan to re-connect to the global market. When a Taiwan-based IC distributor is moving toward the European and American markets via acquisition, how can Taiwanese fabless companies not gauge the pulse of this important trend?
Tata Electronics, the subsidiary of Tata Group engaged in iPhone case manufacturing, generated revenues from mobile phone parts manufacturing but incurred huge losses.
Light electric vehicles are rising in Asia. Canadian startup Zen Energy sees the opportunity and has developed batteries with quadruple lifetime for two and three-wheelers. The company has chosen India as a launchpad to expand its business in Asia.
As India emerges as a global electronics manufacturing hub, Taiwan-based electronics suppliers are participating in Electronica India 2023, looking to expand their presence in the large market.
As the talks between Tesla and the Indian government are reportedly ongoing, Tesla has been sourcing components from India, which is expected to increase in 2023.
China and India have both contributed to the initial production volumes of the iPhone 15 series but the share from China is still larger than that from India with the latter still having room for growth. iPhones made in India are primarily for satisfying local demand and neighboring markets, according to sources from the upstream supply chain.
Taiwan-based network device companies have seen a substantial pickup in customer orders from the Asia Pacific region, particularly India, since the second half of 2023, according to company sources.
Following the semiconductor partnership between the US and Vietnam and US-based GlobalFoundries' opening of a new plant in Singapore, the US is looking to build a more diversified semiconductor supply chain, with South and Southeast Asian countries expected to emerge.
