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1、Copyright Plan B Manufacturing LtdIndia Electronics Sector Opportunities for BeginnersA Primer for Entrepreneurs and Strategists For more details please contact Radha Mocherla Plan B Manufacturing Ltd +44 7903 563 703 RCopyright Plan B Manufacturing LtdContents83Appendix78A brief look at Chip Assemb
2、ly and Analog Chips69The Indian scene for EMS51Contract Electronics Manufacturing a closer look42Short-listing the Opportunities36The Economics of Electronics Manufacturing31The Indian scene21Lessons from East Asia16The global market for Electronics2The Electronics EcosystemThis report is aimed at e
3、xecutives who have no previous knowledge of the Electronics Sector. The so-called Electronics Ecosystem is explored in the first section with the aim of providing all the technical knowledge necessary to understand subsequent discussions. Some forecasts for the global market in electronics are chart
4、ed followed by a discussion of the East Asian experience in Electronics in order to provide both a geographical and historical context to the investment decision. This is followed by a section on the cost economics of Electronics manufacturing in an attempt to explain the choices available to decisi
5、on-makers. Three opportunities are short-listed: Contract system Assembly (EMS), Contract Chip packaging and Analog Chip Supply. The EMS opportunity is explored in more length with a focus on medical EMS as an example of one of the opportunities within the Contract Assembly market. The other two opp
6、ortunities are looked at very briefly.This report is aimed at executives who have no previous knowledge of the Electronics Sector. The so-called Electronics Ecosystem is explored in the first section with the aim of providing all the technical knowledge necessary to understand subsequent discussions
7、. Some forecasts for the global market in electronics are charted followed by a discussion of the East Asian experience in Electronics in order to provide both a geographical and historical context to the investment decision. This is followed by a section on the cost economics of Electronics manufac
8、turing in an attempt to explain the choices available to decision-makers. Three opportunities are short-listed: Contract system Assembly (EMS), Contract Chip packaging and Analog Chip Supply. The EMS opportunity is explored in more length with a focus on medical EMS as an example of one of the oppor
9、tunities within the Contract Assembly market. The other two opportunities are looked at very briefly.Executive SummaryCopyright Plan B Manufacturing LtdElectronics Production ChainComponentsComponentsOther PartsOther PartsAssemblyEnd-userSystem Level Semiconductors Passives Printed Circuit Boards (P
10、CB) Displays Board Stuffing Components are placed on the PCB and soldered Box-build Several PCBs are assembled together with electro- mechanical parts into an enclosure Testing Test programs using automated equipment designed to test every PCB Enclosures Connectors Harnesses BatteriesElectronic Comp
11、onentsPCB - Paper / Composites - Rigid - Flexible - MicroviaSemiconductors - Logic chips - Processor chips - Memory chips - Analog - DiscretesDisplays - Cathode Ray Tube - Liquid CrystalPassives - Capacitors - Resistors - InductorsPin Through Hole (PTH) Older technology requiring holes in the PCB. T
12、he pins are inserted through the holes and the PCB is passed over a bath of solder to make jointsPTH CapacitorsSurface Mount Technology (SMT) Almost all Board assembly is now done by placing components directly onto the PCB. The solder is pre- applied so the components sit on the solder paste which
13、melts to form joints when the PCB is passed through an oven. The advantage of SMT is that the components can be made much smaller, which in turn means that the PCB and the product can also be smaller. SMT CapacitorsCopyright Plan B Manufacturing LtdElectronics Value Chain System LevelPCB Assembly EL
14、CINA ResearchCopyright Plan B Manufacturing Ltd-19Chemicals Vendors125260Design Houses136Packaging Vendors-19Substrata high-product-mix, medium-to-high volume production sites in the United States, Canada, Western Europe, and now Japan; engineering-heavy “new product introduction” centres, often loc
15、ated near an important customers design activities; and facilities that perform final assembly and product configuration to order and/or provide after-sales repair service, often located near major transportation hubs, such as Memphis, Tennessee and Amsterdam. All have large-scale investments for hi
16、gh volume production in East Asia, especially in South East Asia and increasingly in China.Large players have global operationsEach of the largest electronics contract manufacturers has established a global network of plants that consist of Top EMS companies are expanding globallyGiven that the major benefits of using EMS companies are related to costs and access to global markets, they are
