Are iaomi's component suppliers exhibiting reticence in establishing their operations in India, owing to the magnified scrutiny levied upon Chinese enterprises?
中国企业遭受严格审查,小米的零部件供应商对是否在印度开展业务三缄其口?
以下是Quora网友的评论:
Robert Wong
When it comes to doing business in India, people will become very wary of the law enforcement and corruptions in India. We’ve witnessed the endings of Apple, Wistrom, Ford, GM, iaomi… the list goes on, no way investors are going back until India revamps its law enforcement system and rid of the corruption culture.
India is not my first choice destination for leisure, let alone travel to India on official capacity.
谈及在印度做生意,人们就会对印度的执法和腐败十分警惕。我们目睹过苹果、威斯特龙、福特、通用、小米在印度折戟,而这个名单还未终结。除非印度改革执法体制,摆脱腐败文化,否则投资者是不愿返回印度的。
印度并不是我休闲度假的首选目的地,也更加不会为了公务前往印度了。
Hussain Rizwan
According to some sources, iaomi and its component suppliers are facing some challenges in securing local production facilities in India due to the regulatory pressure and visa issues. However, iaomi has also announced that it has partnered with three new component manufacturers, BYD, DBG, and Radiant Technology, to expand its local manufacturing capacity in India. iaomi claims that it sources more than 75% of the value of its smartphones from domestic suppliers such as Sunny India and NVT. Therefore, it seems that iaomi is trying to overcome the barriers and localize its supply chain in India as much as possible.
据消息人士透露,因为监管压力和签证问题,小米及其零部件供应商在保障印度本土生产方面面临着一些挑战。但小米同时也宣布已经和三家新的零部件制造商比亚迪、DBG和Radiant Technology合作,扩大小米在印度的本土制造能力。小米称其智能手机售价中有75%以上的价值来自Sunny India和NVT等国内供应商。因此,小米正在努力克服障碍,尽可能地将其供应链实现在印度的本地化。
Kakuli Guha
Yes, iaomi's component suppliers may be hesitant to establish operations in India due to the increased scrutiny faced by Chinese enterprises.
是的,中国企业面临越来越多的审查,小米的零部件供应商可能对在印度开展业务持观望态度。
R.M.L.
I haven't kept up with what's happening. Someone who lives in Singapore told me that iaomi tried to build a plant in India to assemble phones for Indian consumers, but because India also doesn't want any Chinese company to make any money off of Indians, the Indian government scammed iaomi of a billion dollars, and so iaomi exted India. I don't know if anything has changed.
我对这个问题不太清楚。有个住在新加坡的人跟我说小米曾经想在印度建厂,为印度消费者组装手机,但因为印度也不想让中国企业从印度人身上赚钱,所以印度政府坑了小米10亿美元,小米因此退出了印度。我不知道现在是不是有什么变化。
Yaozhou
I hope I will not offend the people of India by stating some facts.
In 2023, the bilateral trade between China and India was just over $100 billion, almost the same as that of Vietnam.
In contrast, the combined trade between China and Japan and South Korea exceeded $700 billion.
The combined population of these two countries is less than one-seventh of India's.
我希望我下面陈述的一些事实不会冒犯到印度人民。
2023年,中印双边贸易总额才刚刚超过1000亿美元,几乎与中越贸易总额相当。
相比之下,中国与日本和韩国的贸易总额超过了7000亿美元。
而日本和韩国这两个国家的人口加起来还不足印度的七分之一。
We are in conflict with Japan, Vietnam, and South Korea.
We're even in a trade war with the United States.
In 2023, the total trade volume between China and the US fell by 11.6% for the whole year, but it was still high at $664.4 billion.
The US has imposed sanctions on 1,200 Chinese companies, but so far China hasn't retaliated significantly.
我们与日本、越南和韩国发生摩擦。
我们甚至还和美国发生了贸易战。
2023年,中美贸易总额全年下降11.6%,但依然高达6644亿美元。
美国对1200家中国公司实施了制裁,但截至目前,中国尚未采取重大报复措施。
After the reform and opening up, many foreign investors came to China.
If a foreigner lost a bicycle, it was a big deal for local governments, and all the police would be mobilized to help find it.
Everything was done in favor of the foreigners, even giving the impression that the Chinese admired the Americans, Germans, French, British, Singaporeans, Koreans, Japanese and Thais.
In fact, the Chinese were very unhappy;
They thought it was a shame, the government was too weak.
Why should foreigners be so highly regarded as kings?
改革开放后,许多外国投资者来到中国。
如果外国人的自行车丢了,对当地政府来说都是大事,会出动所有的警察找车。
中国不管做什么事都非常考虑外国人,甚至让人觉着中国人崇拜美国人、德国人、法国人、英国人、新加坡人、韩国人、日本人和泰国人。
事实上,中国人对此也非常不满;
他们觉得这简直就是一种耻辱,政府太软弱了。
为什么外国人能享受得帝王般的尊贵?
From an investment perspective, it was the Chinese 's commitment to foreign investors: besides security, it's still security to make sure that foreigners don't lose confidence in investing.
Compared to China, I don't think India has achieved that, even though their English proficiency is higher than the Chinese.
iaomi's problems are actually similar to those of POSCO, Walmart, Coca-Cola, General Motors, and Foxconn.
Finally, I would like to ask a rhetorical question, there are so many successful overseas entrepreneurs of Indian origin, do they have the courage to come back and invest in India?
从投资的角度来看,这正是中国对外国投资者的承诺:除了安全,还要确保外国人不会对中国失去投资信心。
与中国相比,印度在这一点上不尽如人意,虽然印度人的英语水平确实比中国人高。
小米的问题其实就是浦项钢铁、沃尔玛、可口可乐、通用汽车和富士康遭遇过的问题。
最后,我还想反问题主一个问题,成功的印度裔海外企业家那么多,他们是否有勇气回到印度投资呢?
Randy Jackson
It's been reported that iaomi's component suppliers are indeed exhibiting reticence in establishing their operations in India. This is largely due to the Indian government's increased scrutiny of Chinese enterprises in recent years, particularly in the wake of the ongoing Sino-Indian border tensions. iaomi is one of the most popular smartphone brands in India, and its suppliers are facing challenges in obtaining the necessary permits and licenses to set up operations in the country. In addition, there have been reports of Chinese companies being subjected to increased tariffs and regulatory compliance requirements, which has also contributed to their reluctance to establish a presence in India.
据报道,小米的零部件供应商确实对在印度开展业务未置与否。这在很大程度上是因为印度政府近年来加强了对中国企业的审查力度,尤其是在中印边境紧张局势持续之后。小米是印度市场最受欢迎的智能手机品牌之一,但小米的供应商很难获得在印开展业务所需的许可和执照。此外,有报道称,印度对中国企业的关税和监管合规要求均有所提高,这也导致它们不愿在印度开展业务。
Mike Scott
iaomi assembles phones in India but does not manufacture the components there.
The component manufacturers no doubt feel they can do a better job in China than in India. And it is likely that there is some trust deficit in Indian manufacturing capabilities, so much so that they are unwilling to establish factories there.
小米确实在印度组装手机,但并未在印度制造零部件。
很显然,零部件制造商觉得他们在中国加工零部件比在印度更合适,而且他们很可能对印度的制造能力不太信任,所以不太愿意在印度建厂。
Muoke Chiedozie
Does iaomi source all of its components from China?
The most important component in a smartphone is the processor and iaomi usually have theirs made by either Qualcomm or Mediatek; these aren’t Chinese companies. Also, the sensor used in their smartphone cameras is either made by Sony or Samsung, these aren’t Chinese manufacturers either. So not all their components are from China
小米所有的零部件都是从中国采购的吗?
智能手机中最重要的部件是处理器,小米的处理器通常由高通或联发科技制造,它们都不是中国企业。此外,小米智能手机摄像头中使用的传感器要么来自索尼,要么来自三星,它们也都不是中国企业,所以小米手机的零部件并非都来自中国。
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How do you see iaomi's move towards local sourcing in India affecting its market position?
iaomi's move towards local sourcing in India can have several positive impacts on its market position:
你如何看待小米在印度本地采购对其市场地位的影响?
小米在印度进行本地采购的举措可能会对其市场地位产生几个积极影响:
1. Cost Efficiency: Local sourcing helps reduce manufacturing and logistical costs. By setting up production facilities in India, iaomi can take advantage of cost efficiencies, including lower labor costs and reduced import duties, which can contribute to maintaining competitive pricing for their products.
1. 成本效益:本土采购有助于降低制造和物流成本。小米在印度建厂,可以充分利用成本效率,包括更低的劳动力成本和更低的进口关税,有助于保持产品的价格竞争力。
2. Supply Chain Management: Local sourcing enhances supply chain management by reducing lead times and increasing flexbility. iaomi can respond more quickly to market demands, introduce new products faster, and reduce dependence on imports, thereby improving their overall operational efficiency.
2. 供应链管理:本土采购可以缩短交货时间、增加灵活性,加强供应链管理。小米可以更快地响应市场需求,更快地推出新产品,减少对进口的依赖,从而提高整体运营效率。
3. Favorable Government Policies: The Indian government's "Make in India" initiative encourages local manufacturing and offers incentives to companies that produce goods domestically. By complying with these policies, iaomi can enjoy favorable treatment, access government support, and strengthen its relationships with relevant authorities.
3. 良好的政府政策:印度政府推出“印度制造”运动,鼓励本土制造业,并为在印度制造商品的企业提供激励。小米若遵守这些政策,就可以享受优惠待遇,获得政府支持,并深化与相关部门的关系。
4. Job Creation and Socio-Economic Impact: Local manufacturing creates job opportunities and contributes to the development of the local economy. iaomi's move towards local sourcing can help create employment, enhance skill development, and support the socio-economic growth of the regions where they operate. This positive impact can further improve iaomi's reputation among Indian consumers.
4. 创造就业机会和社会经济影响:当地制造业创造就业机会,有助于发展当地经济。小米转向本土采购有助于创造就业机会,加强劳动技能的提升,并助力工厂所在地区的社会经济增长。这种积极的影响可以进一步提高小米在印度消费者中的声誉。
5. Localization and Customization: Being closer to the Indian market allows iaomi to better understand consumer preferences, adapt products to local needs, and provide customized features. This localization strategy can strengthen their position and improve customer satisfaction.
5. 本土化和个性化定制:接近印度市场可以使小米能够更好地了解消费者的喜好,让小米的产品更适应当地需求,并提供定制服务。这种本土化策略可以加强他们的地位,提高客户满意度。
However, it's important to note that market dynamics are subject to change, and various factors can influence a company's market position. While local sourcing can provide advantages, iaomi will need to continue offering competitive products, maintaining quality standards, and addressing evolving consumer demands to sustain and grow its market share in India.
但重要的一点是我们要明白,市场是不断变化的,各种因素都会影响公司的市场地位。虽然本土采购有一些优势,但小米仍需要继续提供有竞争力的产品,保持质量标准,并满足消费者不断变化的需求,维持和扩大其在印度的市场份额。
Faraz Shaikh
Is it true that iaomi uses 65% of parts made in India & Samsung uses 70% of Indian parts? If so, what’s the point in boycotting Chinese mobiles and buy Samsung mobiles?
iaomi is a Chinese brand. So, total profit of their production excluding salaries of their workers and some formal taxes goes to China. This isn't same in Samsung's case. The profit earned by Samsung goes to South Korea.
小米使用了65%的印度产零部件,三星使用了70%的印度产零部件,这是真的?如果真的如此,那么抵制中国手机、购买三星手机又有什么意义呢?
小米是一个中国品牌。所以,除去工人的工资和一些税金,他们的利润全都回流中国了。这跟三星的情况不一样,三星的利润是回流到韩国。
Kushal Tiwari
Is it true that iaomi uses 65% of parts made in India & Samsung uses 70% of Indian parts? If so, what’s the point in boycotting Chinese mobiles and buy Samsung mobiles?
Indian can manufacturer only 15 to 20% part used in mobile. All the other components are imported from China.
Even China makes 70% parts in its own country. From where did you get this news but it's just a fake news.
小米使用了65%的印度产零部件,三星使用了70%的印度产零部件,这是真的?如果真的如此,那么抵制中国手机、购买三星手机又有什么意义呢?
印度只能生产15%到20%的手机零部件,其他部件都是从中国进口的。
中国也只有70%的零部件是在本国生产的。你是在哪儿看到这条新闻的,这是假新闻。
Scott Carter
Which companies are component suppliers to Chinese mobile phone brands like Huawei, iaomi, etc.?
If you search with a string like “techinsights teardown Huawei Mate Pro 60” you will find a lot of interesting hits.
Techinsights is a fairly well known source of teardowns of consumer electronics.
Huawei’s high end SoC supplier has been HiSilicon and their Kirin series (always fabbed at SMIC AFAIK) for some years now. Not sure about iaomi.
哪些公司是华为、小米等中国手机品牌的零部件供应商?
如果你用“techinsights teardown Huawei Mate Pro 60”这样的字符串搜索,你会发现很多有趣的结果。
Techinsights是一家知名的拆解消费电子产品的公司。
多年来,华为的高端芯片供应商一直是海思及其麒麟系列(一直在中芯国际制造)。但小米的供应商就不太确定了。
Saksham Tiwari
Are Chinese mobiles manufactured or only assembled in India?
Every Chinese and Non-Chinese Mobile Phones are only assembled in India, not manufactured. Only few phones are manufactured in India. As far as I know only Samsung, Lava, Micromax are fully manufactured and assembled in India. Even though some parts of these mobile phones are also imported from other countries like their processor and camera.
中国手机是在印度生产的吗?或者只是在印度组装?
所有的中国和非中国手机都只是在印度组装,而非在印度生产。在印度生产的手机只是少数。据我所知,只有三星、Lava和Micromax是完全在印度生产并组装的。但这些手机也有一些部件会从其他国家进口,比如处理器和摄像头。
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