Can India Dominate the Global Semiconductor Market?

印度能否主导全球半导体市场？

India is reopening a $10 billion incentive programme to attract foreign players in the semiconductor industry. What is India's plan to enter the chip supply chain? What are the challenges?

印度正在重新启动一项100亿美元的激励计划，以吸引半导体行业的外国公司。印度进入芯片供应链的计划是怎么样的？会遇到什么挑战？

以下是印度网民的评论：

Prasoon Tiwari

Indian Government and Indian private companies have developed a lot of electronics products to market to the Indian public. All these products need semiconductor chips. This is a good starting point to start focusing on manufacturing chips for these products. The chips that go in mobile and laptops are way to advanced which are in the realm of countries such as the United States. So, manufacturing chips for local products is a good starting point.

印度政府和印度私营公司已经开发了许多电子产品，并向市场出售。所有这些产品都需要半导体芯片。这是一个很好的起点，可以先为这些产品制造芯片。

用于移动设备和笔记本电脑的芯片是美国等国家的先进技术。因此，为本地产品制造芯片是一个很好的起点。

poha

Chips has to be advanced and efficient big players must use it in standard equipments.

芯片必须是先进的，大公司的设备要用到芯片

Thomas Pham

Profits of Samsung (South Korea) and Micron (US) dropped 90% last quarter ... Why ? because China stopped buying chips from them ... China are producing their own chips at home without relying on importing chips abroad ...

三星（韩国）和美光（美国）上季度利润下降90%。为什么？因为中国停止从他们那里购买芯片。中国正在国内自己生产芯片，不依赖国外进口芯片。

Sherman Peabody

China imports about $ 300 billion worth of chips each year. Since China started manufacturing its own chips at the low end , it just stop buying from Samsung and Micron low end chips.

中国每年进口价值约3000亿美元的芯片。自从开始生产低端的芯片以来，中国就停止从三星和美光购买低端芯片。

biggus bestus

In 1998 I worked on the construction of a wafer fab (semiconductor plant. that was 25 years ago and the cost to build one wafer fab was over 1 billion dollars. Be prepared to spend untold billions to start up today ...

1998年，我参与了一家晶圆厂（半导体工厂）的建设，那是25年前的事了，建造一座晶圆厂的成本超过了10亿美元。准备好今天投入数十亿美元的启动资金吧

vishatgm

Indian government should invest in design and fabrication semi conductor research with funding research programs in to Indian universities, Engineering and technology colleges.

印度政府应投资设计和制造半导体，为印度大学、工程和技术学院的研究项目提供资金。

R Menon

When every Indian pays income tax miracles will happen.

当每个印度人都缴纳所得税时，奇迹就会发生的。

ramkumar ramalingam

Chip manufacturing for India will be a story similar to the first Indian nuclear weapon. India has to spend time, money and research on its own design, manufacturing and assembling, it is the best way in the long run.

印度造芯片，堪比印度造第一枚核武器。印度必须自己设计、制造和组装，投入时间、金钱和研究，从长远来看，这是最好的方式。

RK

Nonsense comparison lol

胡扯，哪有这样比的，哈哈

Chanakya Bharat

Dominance is big word, we are just freshman in semiconductor world, let's get some start first, dominance is about consistency and length of it.

关键是统治力，我们只是半导体产业的新手，让我们先开始吧

Rare Diamond

Who imagined India would be leading digital payments system 5 years ago. They reached there now. Mobile smart phone manufacturing was zero 5 years ago, today 10b market. Similarly, India can have breakthrough in chip as well. In design, it’s already there. Current focus is on manufacturing.

5年前，谁曾设想印度将成为领先的数字支付国家。他们现在已经领先了。5年前，印度的移动智能手机制造业为零，如今市场规模为100亿。

同样，印度也可以在芯片方面取得突破。设计已经有了。目前的重点是制造

Victor Ray

Semiconductor is different thing.

半导体产业不是那些可以比的。

VHrui

Indians buy from China, then label it made in india..same as those Isro rockets from russia

印度人从中国购买，然后贴上印度制造的标签。类似印度空间研究组织从俄罗斯购买火箭

Rare Diamond

@VHrui Just like China imports chips from , South Korea, Japan and US and label it Made in China

就像中国从韩国、日本和美国进口芯片并贴上中国制造的标签一样

Yee Tian

@VHrui and the aircraft carrier steel. Bought from Russia and labelled as made in India

印度航母用的钢材，是从俄罗斯购买的，并贴上印度制造的标签

debajit das

The chip designing is also done in India. A huge chunk of the design is done in India for the companies of American and European origin. Even though the companies are of the West but the entire design activity are being carried out in India.

There are various small companies/startups with Indian origin also doing the similar chip design work.

You need to acknowledge India's contribution in the semiconductor industry.

芯片设计也在印度完成。很大一部分设计是在印度为美国和欧洲公司设计的。尽管这些公司来自西方，但整个设计活动都在印度进行。

有很多印度血统的小公司和初创公司也在做类似的芯片设计工作。

你得承认印度在半导体行业的贡献。

NK C

SOME design is done in India. Certainly not the majority. And as you mentioned, those are done using proprietary foreign processes, expertise, tools and IP... For foreign companies

有些设计是在印度完成的，当然不是大多数。正如你所提到的，这些都是采用专有的外国流程、专业知识、工具和知识产权来完成的。

debajit das

It's the talent of India which is driving innovation in these innovation. This design contribution is certainly significant rather than SOME.

Certainly with the proper support and initiatives, India will be the upcoming player in Semiconductor industry.

正是印度的人才在推动这些创新。印度的设计贡献是重大的，而不只是一些贡献。

当然，有了适当的支持，印度将成为半导体行业的重要参与者

David DB

India needs to do both design and manufacturing.

印度不仅要做芯片设计，还要会生产

DP Chauhan

Yes, India can complete with global chip industry to monopoly it

是的，印度可以参与全球芯片行业角逐，然后取得垄断地位

Chris Socia

Palki, if India wants to be a player in the chip industry, it'll have to do many things I don't think is capable of doing. One would be India has to kiss up to China if India wants any chance to succeed in this area. Right now, all US semiconductor companies are losing money across the board with plummeting revenue because China is no longer buying chips from them and is making their own chips. Even ASML had no choice but defied America's request to sanction China in order to sell their lithography machines to China recently or suffered plummeting revenue. Being dominant in the chip industry is A LOT more complicated than you think, too far beyond India's capability.

如果想成为芯片行业的一员，印度就必须创造大量奇迹。其中一个是，如果印度想在这一领域取得成功，就必须向中国示好。

目前，由于中国不再从美国半导体公司购买芯片，而是自己生产芯片，所有美国半导体公司都在全面亏损，收入暴跌。

就连阿斯麦最近也别无选择，只能无视美国制裁中国的要求，向中国出售光刻机，否则收入将暴跌。

在芯片行业占据主导地位比你想象的要复杂得多，远远超出了印度的能力。

Smile Please

Why it is beyond Indias capability when it is under china's capability. Are Chinese more skilled than Indian.

为什么说超出了印度的能力，却在中国的能力范围之内。难道中国人比印度人更聪明吗

Aizen sama

@Smile Please yes .more skilled and the time money resources they have invested very much says yes

是的。他们更有才，也投入了更多的时间和金钱，这是肯定的

Philip Ng

10 Billion fund ? IMO it is just like a drop of water out of gigantic pool of water needed.

投入100亿？哈哈，杯水车薪啊，哪里够

Seek Funk

Everybody and every country, knows the importance of the chip making, but only a very few, can actually make it.

每个人和每个国家都知道芯片制造的重要性，但只有极少数人能够真正造出芯片。

THAKUR

We don't need to dominate just being self dependent & ofcourse we are becoming more stronger day by day

我们不需要主宰一切。当然，我们一天比一天强大

Nikunj Kothari

I don't think it's an option; Manufacturing or Design. India should do both as this is the foundation for future generations. Semiconductors will be as important as agricultural in terms of human needs.

不是选择发展其中一项，而是制造和设计都要掌握。两者兼而有之，因为这关系到子孙后代。对人类来说，半导体与农业一样重要。

Bruce P

It’s not a difficult task for India, India is very good at making curry chips

这对印度来说不是一项艰巨的任务，印度非常擅长制作咖喱芯片

Chocolate Soldier TV

70% of all chips are bought by China ! And right now most chip companies are making loses because China is cancelling of orders because of the geopolitics, India can do it but it’s an uphill start

70%的芯片被中国买走！现在，大多数芯片公司都在亏损，因为中国出于地缘政治考量而取消订单。印度可以发展半导体产业，但开始会很难

Dharam

If chip design,chip manufacture, and chip making machines have been developed only, then India will not be held to ransom at anyone whim.
Indian financial institutions are being targeted,like a form of sanctions by Europe against India

如果会设计芯片，会造芯片，会造光刻机，那么印度就再也不会被别人讹诈了

印度金融机构正成为攻击目标，欧洲对印度进行制裁

Aditya Patnaik

semiconductor industry is not a peice of cake. Lots of things have to fall in place to even survive the global competiton in this sector

发展半导体产业不是易事。在这个行业，要想在全球竞争中生存下来，印度得加把劲