Tele-Talk.来自我们尊敬的行业领袖小组的新鲜视角、深入分析和意见

电信部门PLI:促进制造业急需的推动力

"With evolving technology, the network is also expected to evolve, and the NextGen wireless devices would operate on Open radio access networks (Open RAN). India can look to capitalize on manufacturing O-RAN products under the ‘Make in India’ program to cost-effectively deploy 5G networks and launch innovative 5G use cases. This may further motivate companies to invest in future technologies," says Chaudhary.

kunal chaudhary
kunal chaudhary 伙伴,印度

It is expected that the approved applicants would invest north of INR 3000 crore in the next four years. The scheme is effective from 1 April 2021 and incentives are calculated as a percentage of incremental sales over the base year 2019-20. Investments made post 1 April 2021 under the eligible Plant & Machinery, Research & Development, Transfer of Technology and Associated utilities will be considered for the purpose of incentives. Considering all the large global and Indian equipment manufacturers have committed investment for setting up \/ expanding their manufacturing facilities in India, the scheme is likely to meet the twin objective of reducing dependency on imports and creating infrastructure for manufacturing state of art technology equipment in India.

The above, coupled with re-aligning the public procurement policy making it mandatory to have a specified percentage of domestic value-added content and various schemes such as bonded manufacturing scheme, State incentives, etc. have made a compelling business case for manufacturing in India. Given the above to amplify the momentum, both the Government and the Industry may need to align on some of the following aspects.

The scheme provides to meet the following yearly conditions of incremental sales and investment to be eligible for the benefit.

Year<\/strong><\/td> 1<\/strong><\/td> 2<\/strong><\/td> 3<\/strong><\/td> 4<\/strong><\/td> <\/tr>
Investment (cumulative)<\/strong><\/td> 20%<\/td> 40%<\/td> 70%<\/td> 100%<\/td> <\/tr>
Minimum incremental sales over the base year<\/strong><\/td> 3 times of the yearly minimum investment threshold<\/td> 3 times of the yearly minimum investment threshold<\/td> 3 times of the yearly minimum investment threshold<\/td> 3 times of the yearly minimum investment threshold<\/td> <\/tr> <\/tbody> <\/table>
As most of the applicants were awaiting approvals for commencing investments, it would be interesting to see how eligible applicants synchronise to ramp up production for meeting the minimum investment and sales thresholds for incentives in the first year. In the past, it has been seen that where gestation period was not provided, the industry faced challenges under other schemes in meeting the incremental sales targets in the initial year and had to approach the Government to extend the tenure of the scheme.

Further, the scheme envisages a total budgetary outlay of INR 12,195 crores. Considering the committed investment and restriction on the maximum incentive which is lower of incremental sales projections provided by companies or 20 times the prescribed yearly investment, it is likely that the entire budget may not be utilised. The government may consider providing additional incentives to the industry players focused on creating newer technologies. With evolving technology, the network is also expected to evolve, and the NextGen wireless devices would operate on Open radio access networks (Open RAN). India can look to capitalize on manufacturing O-RAN products under the \u2018Make in India\u2019 program to cost-effectively deploy 5G networks and launch innovative 5G use cases. This may further motivate companies to invest in future technologies.

With more manufacturing being done in India, incentivizing the development of Indian Intellectual Property Rights (IPRs) in India may now take a front seat as that will promote meaningful manufacturing and increase value addition in India. By acting early to embrace the 5G opportunity, India can accelerate the 5G dividend and potentially also become an innovator in 5G applications by generating significant Intellectual Property Rights (IPR).

Further creating a component ecosystem is also a prime area of importance. With the recent shortage of electronic components and the industry\u2019s constraint on the availability of components in India, the Original Equipment Manufacturers (OEM)\/ Electronic Manufacturing Services (EMS) players should also work towards bringing their key partners\/suppliers to India. This will not only create synergies and may also induce cost efficiencies. Further with a spurt in manufacturing in India, the demand for such components will increase and may also bring an early mover advantage for the suppliers coming in India.

DoT may consider granting top-up benefits to companies who are investing in innovation (including software cost) and adoption of 5G, O-RAN technology or creating a component ecosystem in India on similar lines as granted under a few other PLI schemes wherein additional incentives are being provided on achieving incremental targets. This will provide the next level of momentum for manufacturing in this sector and improve the export potential for India.

(Sourabh Jain, EY India Tax Director also contributed to the article)
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电信部根据电信和网络产品的生产挂钩激励(PLI)计划向合格申请人授予批准。共有31名申请人获得批准,其中包括7家全球公司、8家国内公司和16家MSME。这一令人鼓舞的反应是由于政府在重新设计方案基础方面作出了集中努力,并广泛征求了行业参与者和主题专家的意见。

预计获批的申请人将在未来四年投资300亿卢比以上。该计划从2021年4月1日起生效,奖励按2019-20基准年增量销售的百分比计算。为了激励的目的,将考虑在2021年4月1日之后根据符合条件的工厂和机械、研究和开发、技术转让和相关公用事业进行的投资。考虑到全球和印度所有大型设备制造商都承诺投资在印度建立/扩大其制造设施,该计划可能会满足两个目标,即减少对进口的依赖,并为在印度制造先进技术设备创建基础设施。

以上,加上重新调整公共采购政策使其强制有规定的国内增值内容百分比和诸如保税制造计划,国家激励等方案等各种方案已经为印度制造了一个引人注目的商业案例。鉴于以上放大势头,政府和行业都可能需要对准以下几个方面。

该计划规定满足以下年度增量销售和投资条件,才能享受该福利。

1 2 3. 4.
投资(累计) 20% 40% 70% 100%
基准年的最小增量销售额 年最低投资门槛的3倍 年最低投资门槛的3倍 年最低投资门槛的3倍 年最低投资门槛的3倍

由于大多数申请人正在等待开始投资的批准,看看符合条件的申请人如何同步以满足第一年的最低投资和销售门槛的竞争性生产,这将是有趣的。过去,已经看到,在没有提供妊娠期的情况下,行业在初始年度达到增量销售目标时面临的其他计划面临挑战,并且不得不接近政府延长该计划的任期。

此外,该方案设想INR 12,195克的总预算支出。考虑到致力于投资和限制,公司提供的增量销售预测较低的最大奖励或规定年度投资的20倍,可能无法使用整个预算。政府可能会考虑向工业参与者提供额外的激励措施,专注于创造新技术。随着不断发展的技术,网络也有望发展,并且NextGen无线设备将在开放式无线电接入网络上运行(公开赛).印度可以根据“印度制造”计划,利用制造O-RAN产品,以经济高效地部署5G网络和启动创新的5G用例。这可能进一步激励公司投资未来的技术。

随着印度制造业的发展,刺激印度知识产权(IPR)的发展现在可能会占据首要位置,因为这将促进印度有意义的制造业并增加附加值。通过及早抓住5G机会,印度可以加速5G红利,并有可能通过创造重要的知识产权(IPR)成为5G应用的创新者。

进一步创建组件生态系统也是一个重要领域。随着最近电子元件的短缺以及行业对印度元件供应的限制,原始设备制造商(OEM)/电子制造服务(EMS)参与者也应努力将其关键合作伙伴/供应商带到印度。这不仅会产生协同效应,还可能带来成本效益。此外,随着印度制造业的激增,对此类组件的需求将增加,并可能为印度供应商带来先行者优势。

DOT可以考虑向投资创新(包括软件成本)和采用5G,O-RAN技术或在印度创建组件生态系统的公司授予充值福利,在其他一些PLI计划下给予类似的线条,其中额外的激励措施正在实现实现增量目标。这将为这一部门制造业的下一个势头,并改善印度的出口潜力。

(Sourabh Jain,Ey India税务主任也为这篇文章做出了贡献

免责声明:所表达的观点仅为作者的观点,eTelecom.com不一定同意。eTelecom.com不对直接或间接对任何个人乐动娱乐招聘乐动体育1002乐动体育/组织造成的任何损害负责。


It is expected that the approved applicants would invest north of INR 3000 crore in the next four years. The scheme is effective from 1 April 2021 and incentives are calculated as a percentage of incremental sales over the base year 2019-20. Investments made post 1 April 2021 under the eligible Plant & Machinery, Research & Development, Transfer of Technology and Associated utilities will be considered for the purpose of incentives. Considering all the large global and Indian equipment manufacturers have committed investment for setting up \/ expanding their manufacturing facilities in India, the scheme is likely to meet the twin objective of reducing dependency on imports and creating infrastructure for manufacturing state of art technology equipment in India.

The above, coupled with re-aligning the public procurement policy making it mandatory to have a specified percentage of domestic value-added content and various schemes such as bonded manufacturing scheme, State incentives, etc. have made a compelling business case for manufacturing in India. Given the above to amplify the momentum, both the Government and the Industry may need to align on some of the following aspects.

The scheme provides to meet the following yearly conditions of incremental sales and investment to be eligible for the benefit.

Year<\/strong><\/td> 1<\/strong><\/td> 2<\/strong><\/td> 3<\/strong><\/td> 4<\/strong><\/td> <\/tr>
Investment (cumulative)<\/strong><\/td> 20%<\/td> 40%<\/td> 70%<\/td> 100%<\/td> <\/tr>
Minimum incremental sales over the base year<\/strong><\/td> 3 times of the yearly minimum investment threshold<\/td> 3 times of the yearly minimum investment threshold<\/td> 3 times of the yearly minimum investment threshold<\/td> 3 times of the yearly minimum investment threshold<\/td> <\/tr> <\/tbody> <\/table>
As most of the applicants were awaiting approvals for commencing investments, it would be interesting to see how eligible applicants synchronise to ramp up production for meeting the minimum investment and sales thresholds for incentives in the first year. In the past, it has been seen that where gestation period was not provided, the industry faced challenges under other schemes in meeting the incremental sales targets in the initial year and had to approach the Government to extend the tenure of the scheme.

Further, the scheme envisages a total budgetary outlay of INR 12,195 crores. Considering the committed investment and restriction on the maximum incentive which is lower of incremental sales projections provided by companies or 20 times the prescribed yearly investment, it is likely that the entire budget may not be utilised. The government may consider providing additional incentives to the industry players focused on creating newer technologies. With evolving technology, the network is also expected to evolve, and the NextGen wireless devices would operate on Open radio access networks (Open RAN). India can look to capitalize on manufacturing O-RAN products under the \u2018Make in India\u2019 program to cost-effectively deploy 5G networks and launch innovative 5G use cases. This may further motivate companies to invest in future technologies.

With more manufacturing being done in India, incentivizing the development of Indian Intellectual Property Rights (IPRs) in India may now take a front seat as that will promote meaningful manufacturing and increase value addition in India. By acting early to embrace the 5G opportunity, India can accelerate the 5G dividend and potentially also become an innovator in 5G applications by generating significant Intellectual Property Rights (IPR).

Further creating a component ecosystem is also a prime area of importance. With the recent shortage of electronic components and the industry\u2019s constraint on the availability of components in India, the Original Equipment Manufacturers (OEM)\/ Electronic Manufacturing Services (EMS) players should also work towards bringing their key partners\/suppliers to India. This will not only create synergies and may also induce cost efficiencies. Further with a spurt in manufacturing in India, the demand for such components will increase and may also bring an early mover advantage for the suppliers coming in India.

DoT may consider granting top-up benefits to companies who are investing in innovation (including software cost) and adoption of 5G, O-RAN technology or creating a component ecosystem in India on similar lines as granted under a few other PLI schemes wherein additional incentives are being provided on achieving incremental targets. This will provide the next level of momentum for manufacturing in this sector and improve the export potential for India.

(Sourabh Jain, EY India Tax Director also contributed to the article)
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