MULTICLIENT : DEVELOPING ELECTRONICS MANUFACTURING OR DESIGN CAPACITY IN INDIA India Is Second Largest Of BRICs … Four Regions Driving Global Electronics Systems Growth … Many Have Already Established Capacity … To Be Successful Global Electronics Systems Players Must Have Capacity In India Introduction India is the second largest of the BRICs, (Brazil, Russia, India and China) the four key regions driving global Electronics Systems growth in the coming period. Successful Electronics Equipment Suppliers in the future must have fully global networks – India like China is a key component of a global portfolio. Today many Brand Names have capacity in India. Already large global EMS players such as Flextronics and mid-tier players such as APW are building presence - as are larger local EMS players such as Bharat and smaller such as Deltron. … Commensurate With The Size Of Opportunity Hence, MHM is developing the analysis of India to help quickly and effectively develop Indian production and fulfil a key plank in global strategy. For companies viewing transfer of production to India – or factory disposal – please follow this link – Transfers to India (link) MHM Helps Quickly, At Lowest Cost & With MHM www.mhm.info Scope 1 ELECTRONICS MANUFACTURING IN INDIA Lowest Risk … Develop Production Capacity In India … By Most Appropriate Of Acquisition, Subcontract, JV Or Greenfield Routes … In Optimum Region … For Metal Fabrication, PCBA, Box Build & Other Similar Operations The key objective, of MHM’s analysis, is to flesh out current and future Electronics Activity in India with a view to identifying the best Greenfield, Subcontract, Joint Venture and Acquisition prospects for MHM’s clients to quickly and cost effectively develop appropriate production or design capability. Regionally, within India, MHM will view 6 areas, as shown on the contents page overleaf. MHM will compare and contrast the Electronics Infrastructure, labour costs and presence of CEM and OEM activity in these regions - highlighting opportunities for greenfield, subcontract, joint venture or acquisition routes. MHM will recommend best entry routes for: Metal Fabrication PCBA Box Build Other similar electronics operations DEVELOPING ELECTRONICS MANUFACTURING OR DESIGN CAPACITY IN INDIA 1. INTRODUCTION, SCOPE AND METHODOLOGY 2. OVERVIEW OF KEY DEVELOPMENT PROSPECTS 2.1 2.2 3. Strategic Overview and SWOT Analysis Analysis of Key Prospects - Greenfield Vs Subcontract Vs JV Vs Acquisition - Points Ranking - Visits Recommendations - Security ELECTRONICS & ECONOMIC DEVELOPMENT IN INDIA 3.1 3.2 3.3 3.4 Electronics Infrastructure, EMS and Brand Name Activity in India CEMs and Fabrication Shops in India OEMs in India Having/Requiring Fabrication - Key OEM Locations (Requiring/Having Fabrication) India – Key Metrics - Labour Cost per Job Title – Monthly Salary & Labour Cost (20 global regions) - India Regional Rankings 2004 (6 regions) - India Regional Rankings 2008 (6 regions) - Motorways/Airports in India - Investment Incentives and Tax in India (Tax, Job Creation, Training, CAPEX) - Consumer Price Inflation 2000/2002/2004/2005 (20 countries) - Exchange Rate 2000/2002/2003/2004 Volatility Index (18 countries) - % Unemployment 2001/2002/2004/Comment (20 countries) - Low Cost Bases Population (M – 26 countries) - Risk Index (21 countries) - Corruption Perception Index – 2002/3 (38 countries) MHM www.mhm.info 2 ELECTRONICS MANUFACTURING IN INDIA 4. FABRICATION AND ELECTRONICS PROSPECTS IN INDIA 4.1 Overview of Fabrication and Electronics Partner Potential in India - Global and Mid-Tier CEM Plants in India - Global Brand Name Manufacturing in India 4.2 Bangalore and South India - Overview - CEM Fabrication and Electronics Prospects - OEM Fabrication and Electronics Prospects 4.3 Mumbai and West India - Overview - CEM Fabrication and Electronics Prospects - OEM Fabrication and Electronics Prospects MHM www.mhm.info 3 ELECTRONICS MANUFACTURING IN INDIA 4.4 Delhi and North India - Overview - CEM Fabrication and Electronics Prospects - OEM Fabrication and Electronics Prospects 4.5 Bhopal and Central India - Overview - CEM Fabrication and Electronics Prospects - OEM Fabrication and Electronics Prospects 4.6 Calcutta and East India - Overview - CEM Fabrication and Electronics Prospects - OEM Fabrication and Electronics Prospects 4.7 Assam and North East India - Overview - CEM Fabrication and Electronics Prospects - OEM Fabrication and Electronics Prospects 5. APPENDICES 5.1 5.2 5.3 5.4 Search Criteria and Ranking Regional Evaluation Ranking Matrix - India Partner Search Document – English* Partner Search Document – India* *PARTNER SEARCH RATHER THAN MULTICLIENT VERSION Methodology Fabrication, PCBA, Box Build & Similar Operations Analysed … In Three Key Groupings MHM will examine the electronics activity of key groupings: … Indigenous Fabrication & Electronics Assemblers … Global Top 50 Outsourcing OEMs (Fabrication/Electronics Facilities) Indigenous Metal Fabrication Assembly Players in India and Electronics - Fabrication - Electronics Assembly Activities of Global Top 50 Outsourcing OEMs (Brand Names) in India - Metal Fabrication - Electronics Assembly … For Acquisition Potential … Top 50 Global CEM Fabrication/Electronics Operations MHM www.mhm.info Activities of the Top 50 Global CEM and ODM Players 4 ELECTRONICS MANUFACTURING IN INDIA - Fabrication - Electronics Assembly Having identified participating companies in these 3 categories, MHM will then proceed to interview each company with a questionnaire specifically designed to highlight JV, subcontract, greenfield or acquisition development opportunities. In addition MHM will provide a full suite of constructs covering Electronics Sector and Economic Data – sufficient to base decisions concerning location within India. Costs and Deliverables MHM’s ‘off-the-shelf’ and ‘fully customisable’ Multiclient will be available at standard MHM Multiclient prices which will include delivery of: Analysis 150+ pages Powerpoint presentation for in-company discussion Specific targets identified Customisation available will include additional questions in the questionnaire, focus on particular market sector/region/technology, focus on particular groupings or similar. Those interested should contact mike@mhm.info MHM www.mhm.info 5 ELECTRONICS MANUFACTURING IN INDIA