日本欲向印度转移芯片、液晶显示产能？

Group 1 - Indian Prime Minister Modi is set to visit Japan on August 29-30 to discuss economic cooperation and investment, focusing on semiconductor and AI sectors [1] - Japan plans to support its companies in entering the Indian market, particularly in AI and semiconductor fields, while also facilitating the transfer of skilled professionals from India [1] - The Japanese government is encouraging its companies to relocate non-advanced technology production to India, covering sectors like semiconductors, LCDs, and solar power equipment [1][2] Group 2 - A joint venture between Japanese companies and Indian conglomerates is being established, with both governments sharing investment and production plans [2] - India aims to achieve semiconductor self-sufficiency, with the first "Made in India" chip expected to hit the market by the end of 2025 [2] - The Indian government initiated the "Semicon India" program in 2021 with an initial budget of approximately $8.7 billion, promising to cover up to 50% of project costs [2] Group 3 - Analysts highlight that India's semiconductor industry is currently small and lacks competitive export capabilities, facing significant gaps in production scale and technology compared to the US and China [3] - Concerns have been raised regarding the effectiveness of India's policies in fostering local knowledge and technology transfer, with criticisms that foreign companies are primarily benefiting from cheap labor without significant technology sharing [2][3] - The lack of a robust local market is seen as a barrier to attracting foreign semiconductor companies, even with substantial government funding [3]