印度只是拿进口后的零件做最后工序组装一下而已。走中国的老路，每个手机组装赚2-3美元。 https://thewire.in/government/indias-mobile-phone-exports-driven-by-assembly-rather-than-domestic-manufacturing-raghuram-rajan Rajan says that the boom in mobile phone exports might be a sign of concern as the growth is happening on the back of assembly rather than genuine manufacturing within the country. “One key deficiency of the scheme is that the subsidy is paid only for finishing the phone in India, not on how much value is added by manufacturing in India,” he says. “This matters! It turns out that very little apart from assembly is done in India, though manufacturers claim they intend to do more in future. So India still imports much of what goes into the mobile phone, and when we correct for that, it is very hard to maintain that net exports have gone up,” he says.
印度只是拿进口后的零件做最后工序组装一下而已。走中国的老路，每个手机组装赚2-3美元。 https://thewire.in/government/indias-mobile-phone-exports-driven-by-assembly-rather-than-domestic-manufacturing-raghuram-rajan Rajan says that the boom in mobile phone exports might be a sign of concern as the growth is happening on the back of assembly rather than genuine manufacturing within the country. “One key deficiency of the scheme is that the subsidy is paid only for finishing the phone in India, not on how much value is added by manufacturing in India,” he says. “This matters! It turns out that very little apart from assembly is done in India, though manufacturers claim they intend to do more in future. So India still imports much of what goes into the mobile phone, and when we correct for that, it is very hard to maintain that net exports have gone up,” he says. 睿 发表于 2023-08-15 23:34
印度只是拿进口后的零件做最后工序组装一下而已。走中国的老路，每个手机组装赚2-3美元。 https://thewire.in/government/indias-mobile-phone-exports-driven-by-assembly-rather-than-domestic-manufacturing-raghuram-rajan Rajan says that the boom in mobile phone exports might be a sign of concern as the growth is happening on the back of assembly rather than genuine manufacturing within the country. “One key deficiency of the scheme is that the subsidy is paid only for finishing the phone in India, not on how much value is added by manufacturing in India,” he says. “This matters! It turns out that very little apart from assembly is done in India, though manufacturers claim they intend to do more in future. So India still imports much of what goes into the mobile phone, and when we correct for that, it is very hard to maintain that net exports have gone up,” he says. 睿 发表于 2023-08-15 23:34
在印度总理莫迪的“Make in India”计划的推动之下，2014年至2022年印度制造的手机产量累计突破了20亿部，年复合增长率达到了23%。除了受到政府推动的影响，还要加上印度内部的巨大需求，印度也因此成为全球第二大手机生产国。
印度制造手机取得了长足的进步，当地制造业不断成长，已经足以满足印度内需。印度市场截至2022年已有超过98%的出货量来自印度制造。做为对比，2014年现任政府刚上任时，这一比例仅有19%。
另据印媒《今日印度》和《印度斯坦时报》报道，当地时间8月15日，印度总理莫迪出席印度独立日庆祝仪式并讲话。莫迪向印度民众保证，未来五年，印度将面临“前所未有的经济发展”，成为仅次于美国、中国的世界第三大经济体。
https://thewire.in/government/indias-mobile-phone-exports-driven-by-assembly-rather-than-domestic-manufacturing-raghuram-rajan
Rajan says that the boom in mobile phone exports might be a sign of concern as the growth is happening on the back of assembly rather than genuine manufacturing within the country. “One key deficiency of the scheme is that the subsidy is paid only for finishing the phone in India, not on how much value is added by manufacturing in India,” he says. “This matters! It turns out that very little apart from assembly is done in India, though manufacturers claim they intend to do more in future. So India still imports much of what goes into the mobile phone, and when we correct for that, it is very hard to maintain that net exports have gone up,” he says.
好像就是这个进口零件组装 没有按整机进口收到税 罚了小米48亿
哈哈，印度厂妹扬眉吐气了
真相了
应该都不用等五年吧。
现在世界第三GDP是日本，也就四万亿美元的样子。印度记得在疫情的时候，就已经超过三万亿美元了，而目前印度增长率还有7%，因为人口仍然在快速增长。而日本大概率GDP未来五年会下跌，因为人口在快速下行。如果印度持续现在这个状态，超过日本应该是板上钉钉的状态。
就算超过日本，其实也就是中国GDP的四分之一左右。中日经济的区别在过去20年，是天壤之别。
民营企业，自己做风险管理
因为印度增长速度并没有当时中国快，所以需要5年。 中国是利用经济危机完全翻身，而且2000年的时候，中国制造就遍布全球，而现在衣服你还能看到越南，孟加拉国，印度还只是个参与者，不是统治者，所以和中国当时差距很大
即使现在，印度手机厂商，很对都是小米，oppo的产量占大多数，到现在为止，通信的研发还是国外完成。而国内当时的山寨机，所有的方案都是中国内部自己设计，这里还得感谢华为中兴等一大波搞研发的企业，目前，印度好像都没有，印度将来一定会逐渐发达，但是已经错过了电子和工业打基础的阶段了。 中国是电子还有工业的厚实基础，通过软件壮大。 印度想绕过电子还有工业，用软件来推动电子还有工业的发展
富士康就是个例子，2000年的时候，富士康在中国就可以有几十万工人规模的公司，后开还超过一百万。而在印度，富士康已经逐渐放弃大规模工厂，在印度管理10万人都有点难；反而越南制造，到是可以管理10万人以上
又很多人问，规模大有毛用？规模大的意义是，当产业升级后，比如在汽车，你没有百万人制造的经验，就很难有人才，能承受一个厂子，承受一年生产500万辆电动车。 自动化，电子，机械人才储备都不够，现在比亚迪一年电动车500万，都是深圳内部人才消化就可以了