최근 미·중 무역분쟁의 여파로 중국 진출의 어려움과 중국산 생산품에 대한 수출 규제 등에 봉착하면서 인도를 대체 시장 및 생산기점으로 삼으려는 글로벌 기업들과 반도체 기업들의 발길이 이어질 것으로 전망되고 있다.
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▲Commemorative photo of the 1st Sangsaeng Forum in 2024
India, China as a potential replacement
Seoul National University SIPC to hold 2024 Symbiosis Forum
As a result of the recent US-China trade dispute, global companies and semiconductor companies are expected to continue to seek out India as an alternative market and production base, facing difficulties entering the Chinese market and export restrictions on Chinese products.
The first Symbiosis Forum of 2024 was held on the 25th in the main auditorium of the Global Engineering Education Center at Seoul National University.
Hosted by the Ministry of SMEs and Startups and the Korea Institute of Startups and Entrepreneurship Development and organized by Seoul National University's System Semiconductor Industry Promotion Center, this event discussed the strategies for entry into the Indian market by ultra-small companies under the theme of 'Path-Finder to India - Insight from Experts', and related experts participated as speakers and shared their insights.
△Kim Yang-paeng, a research fellow at the Korea Institute for Industrial Economics and Trade, △Kim Jin-ah, CEO of Unicorn Incubator, △Han Deok-cheon, CEO of Limesse, and others participated and shared their analysis of the Indian ICT manufacturing industry, startup ecosystem, cases of entering the Indian market, and know-how.
India is emerging as a country to replace China, but researcher Kim Yang-paeng said, “India’s manufacturing industry is still poor,” and added, “It has strengths in the IT industry, and its ability to continue working with American IT services based on the common language of English is a big deal.”It was done.
He mentioned the case of Micron, an American memory company, currently building a semiconductor assembly, testing, and packaging plant in the western Indian state of Gujarat, and expressed the opinion that “receiving the Indian government’s Production Linked Incentive (PLI) would be advantageous to Micron, which lost the Chinese market.”
As the number of electrical and electronic product manufacturing plants increases due to the Indian government's PLI and other initiatives, it is expected that demand for fabless products in the Indian market will increase, expanding the options for domestic fabless companies.
Kim Jin-ah, CEO of Unicorn Incubator, said, “India has a rich IT talent pool based on its engineering colleges and also has a large young population, so it is a country where manufacturing and startup companies have the potential to create synergy through Indian policies.” She also predicted, “The increase in technology companies in India will lead to various needs in the domestic market.”