Indian Automotive Sector

[Covfefe]

Hope Tata acquires Ford's Sanand plant. The chances are low though, given even Tata's very own plant in Sanand is underutilized.

All the desi automobile plants are fairly underutilized. Chances of acquisition only when domestic sales pick up really fast or some foreign JV invests to share the capital assets utilization- something like Nissan and Renault with export centricity in mind

 

[Haldilal]

Hope Tata acquires Ford's Sanand plant. The chances are low though, given even Tata's very own plant in Sanand is underutilized.

All the desi automobile plants are fairly underutilized. Chances of acquisition only when domestic sales pick up really fast or some foreign JV invests to share the capital assets utilization- something like Nissan and Renault with export centricity in mind

Ya'll Nibbiar Mahindra could acquire the Fords TN plants. And hope this time the new Gujarat CM dosen't become a Mleechas Chachma like the Rupani's. That Cheetos seller sold his state to Mleechas with the MG deal.

 

[Covfefe]

And hope this time the new Gujarat CM dosen't become a Mleechas Chachma like the Rupani's. That Cheetos seller sold his state to Mleechas with the MG deal.

Bhai, understand the game. This Mleccha pointing won't work, there is a lot of Chinese money all around you- in unicorns, in automobiles, in tech space- unless you want to shed all that, letting Mlecchas invest and work here is the only way ahead. A lot of Singapore, Dubai, and Malaysia-based companies(including venture capital firms) are owned by Mlecchas which are considered to be among the biggest investors in India. Everyone plays with each others' money, that's how the world works. Mlecchas own 800 B US treasury bonds and significant investments in other areas of the US, do they ever say no? As long as they are profitable for us, let them play around- they are selling SUVs, not some Fighter Jets.

 

[Haldilal]

Bhai, understand the game. This Mleccha pointing won't work, there is a lot of Chinese money all around you- in unicorns, in automobiles, in tech space- unless you want to shed all that, letting Mlecchas invest and work here is the only way ahead. A lot of Singapore, Dubai, and Malaysia-based companies(including venture capital firms) are owned by Mlecchas which are considered to be among the biggest investors in India. Everyone plays with each others' money, that's how the world works. Mlecchas own 800 B US treasury bonds and significant investments in other areas of the US, do they ever say no? As long as they are profitable for us, let them play around- they are selling SUVs, not some Fighter Jets.

Ya'll Nibbiars what are you talking about is generic not specific and making it easy for the mleechas to enter the auto sector is not right as discussed before. Whatever arguments you put allowing the mleechs in the Indian automobiles sector is distaroues. And, as long as the government doesn't make the entry of Chinese brands into India easy by offering them deals, subsidies, bias, I am good. Governments shouldn't get tempted looking at the investment figures and agree to chop off their limb trying to get them into their state.

Let all new investors make their mark the good-old-fashioned way - invest knowing all risks, challenges and try & succeed by putting your best foot forward e.g. KIA, Jeep.
Having said this, there are several 'cheaper' Chinese manufacturers who would be equally eager to enter India, trying to dump their cheap-o vehicles at dirt cheap prices. They should not be allowed entry.

Every time the news carries a report of India being given rough treatment by the Chinese government eg- UN Security Council Membership, Arunachal border disputes etc l, one wonders whether India should use its trade relationship with China as a political tool. And Our market is flooded with Chinese goods in every walk of life. Why then are we further increasing our dependence on Chinese manufacturers?. In addition to this, we are seeing 'branded' players like Chevy, Fiat and Ford exiting. They are seeing that they can't play in such fierce competition. There is also a risk that even some local manufacturers may fold eg : Holden and Ford in Australia.

The latest case in point is MG. It is a Chinese product that has been badge engineered. And Unlike Tata/Jaguar where Tata is running the old English factory in Coventry or Volvo where Geeley is continuing to make Volvo cars in Sweden, there is nothing British about the Hector. The Chinese merely bought the naming rights of a defunct British marque and slapped the sticker on their existing car. Should the motoring community in India buy solely on price/value, or are there other criteria that we should consider?.

And This is my personal opinion but I consciously try to avoid buying chinese products as long as competent products from home grown brands are available, even if at slight premium. Chinese play the nationalist card very well in their local markets so its time we start doing our bit. the huge trade deficit isnt helping matters either.

 

[Haldilal]

Ya'll Nibbiars I believe that the days for Suzuki at the top are over. Tata and Hyundai rule the higher end segment, and as Indian's get richer cars above 10 lakh will start selling at higher numbers. Their interior quality has also become worse and they have stopped selling diesels, all will hurt them. The CNG is only a short term Solutions.

When a brand's USP is that its products are the best priced with the best service a person who can afford more will choose to look elsewhere. Most large cities Mumbai, Delhi, Bengaluru, Chennai don't see as many Maruti's as they once did. This will transfer to the tier 2 and tier 3 cities in the future. Suzuki has not yet launched electric vehicles, which are the future fuel. TATA Motors dominates now PV vehicles and unless Maruti launches an safe car, they will be wiped out in dominant market shares in few years. Hopefully this doesn't happen and MSIL improves their quality and launches more vehicles as they did make some great cars Zen, Baleno, 1st Gen Alto, Gypsy.

 

[SKC]

Ya'll Nibbiars

Tata Punch production plans:

1 . Plans to produce 8,000 Punch cars (or Punches) in October.

2 . Intends to manufacture 35,000 to 37,000 cars in total in October, highest in Tata's history.

3 . Punch's production will necessitate the start of a 3rd shift at the Pune plant, something that has not happened in a decade.

4 . Punch will allow the Tata domestic PV business to breakeven.

5 . Tata aims for a regular 35,000 sales per month from now onwards.

It seems Tata and Mahindra has managed to get good order of Chipsets which Maruti and Hyundai could not manage.
Good Going.

 

[Illusive]

The waiting time for vehicles is terrible, there is a massive order back log.

 

[Haldilal]

The waiting time for vehicles is terrible, there is a massive order back log.

Ya'll Nibbiars also there's some good news MG Motor India festival production affected. MG is facing a 60-70% production hit over the next two months due to growing chip shortage and sea container availability.

And Tata and Mahindra are virtually unaffected as they alreday taken measures before the crises.

 

[SKC]

The waiting time for vehicles is terrible, there is a massive order back log.

Hyundai is facing worst among all. Hyundai sales office has stopped taking any new order from Showrooms.
For existing orders they are not giving any tentative dates.

Went with a friend looking for Creta yesterday. No dealer in whole NCR, Aligarh, Agra, Palwal, Bulandshahar etc, taking new booking.

 

[Haldilal]

Hyundai is facing worst among all. Hyundai sales office has stopped taking any new order from Showrooms.
For existing orders they are not giving any tentative dates.

Went with a friend looking for Creta yesterday. No dealer in whole NCR, Aligarh, Agra, Palwal, Bulandshahar etc, taking new booking.

Ya'll Nibbiars MSIL is also worst affected. They are seeing seeing reduction of 40 percent for the first time in many years the MSIL production per months will come below the 1,00,000 units.

 

[ezsasa]

Ya'll Nibbiars MSIL is also worst affected. They are seeing seeing reduction of 40 percent for the first time in many years the MSIL production per months will come below the 1,00,000units.

what would be the impact on GDP?
Has any mainstream gyani log started to talk about link between chip shortage, car sales and impact on GDP?

 

[Haldilal]

what would be the impact on GDP?
Has any mainstream gyani log started to talk about link between chip shortage, car sales and impact on GDP?

Ya'll Nibbiars not that much only now you will get cars with no infotainment. And no fancy features. And TSMC has alreday hiked the semi conductors price by 20 percent.

 

[Haldilal]

Ya'll Nibbiars now new problems.

Rubber scarcity creates new headache for beleaguered automakers - The Economic Times

The rubber industry is dominated by smallholders, making it difficult for producers to adjust quickly as demand changes, prices fluctuate or supply chain problems emerge.

m.economictimes.com

 

[ezsasa]

Ya'll Nibbiars not that much only now you will get cars with no infotainment. And no fancy features. And TSMC has alreday hiked the semi conductors price by 20 percent.

and the impact on EV production, an industry which is preparing for a take off.

 

[Haldilal]

and the impact on EV production, an industry which is preparing for a take off.

Ya'll Nibbiars unka to haal behal Hai almost 90 percent cuts.

 

[sauntheninja]

Ya'll Nibbiars I believe that the days for Suzuki at the top are over. Tata and Hyundai rule the higher end segment, and as Indian's get richer cars above 10 lakh will start selling at higher numbers. Their interior quality has also become worse and they have stopped selling diesels, all will hurt them. The CNG is only a short term Solutions.

When a brand's USP is that its products are the best priced with the best service a person who can afford more will choose to look elsewhere. Most large cities Mumbai, Delhi, Bengaluru, Chennai don't see as many Maruti's as they once did. This will transfer to the tier 2 and tier 3 cities in the future. Suzuki has not yet launched electric vehicles, which are the future fuel. TATA Motors dominates now PV vehicles and unless Maruti launches an safe car, they will be wiped out in dominant market shares in few years. Hopefully this doesn't happen and MSIL improves their quality and launches more vehicles as they did make some great cars Zen, Baleno, 1st Gen Alto, Gypsy.

Maruti sleeping at the wheel | Where are the new car launches? | Why is Maruti missing new trends?

Maruti sleeping at the wheel | Where are the new car launches? | Why is Maruti missing new trends?

www.team-bhp.com

Good thread detailing maruti's future

 

[Haldilal]

Maruti sleeping at the wheel | Where are the new car launches? | Why is Maruti missing new trends?

Maruti sleeping at the wheel | Where are the new car launches? | Why is Maruti missing new trends?

www.team-bhp.com

Good thread detailing maruti's future

Ya'll Nibbiars yeah they need the Toyota alliance in order to break in the 10 to 20 SUV / MUV market.

 

[Gessler]

Easily the best-looking (and more than likely, the best-built) car in this segment.

 

[Haldilal]

Ya'll Nibbiars @ezsasa Nibba do you knew why Toyota is less affected than the other manufacturers?.

The Toyota way.

And which emphasies on the Cutting of excess waste mainly in the form of stocking the unnecessary Inventory.

In 2011 after the Earth quake made a crucial decision that there is a flaw in that all inventories are not the same and Semi conductors requires stocking. And from that they start keeping a Inventory of the semiconductor upto six months in their banks. The other only readed the cover not inside and shamelessly copied the Principel and failed to understand the basic meaning and now you have the cries. The Tata and Mahindra on the other hand followed this new development and started keeping a stock semiconductor and making the supply intacts.

The just in time manufacturing is efficient but should come up with a trade up in resilance.

The just in time supply chain should be flexible.

It's a philosophy not a equation's.

Running for short term profit rather than the long term benefits is the problems and specially for the Mleechas.

And constructing a long term supplies chain's requires a long term resiliance. And most first have to made it around thinking that's.

The Just in Time manufacturing is not a failure but the senior management of the respective firms have not been able to understand the very basics of its and that's why this crises.


The Tata and Mahindras have been smarter than others and that's why Tata is looking for the increased manufacturing units per months and Mahindra is looking to stabsl the productions rather than cutting its like the MSIL, Hyundai and others.

The MG shameless copying others have alreday costed them the trust of the customers as they are re looking at closing their plants second time in a single years. Despite their productions capacity only at 25 percents.

 

[ezsasa]

Ya'll Nibbiars @ezsasa Nibba do you knew why Toyota is less affected than the other manufacturers?.

The Toyota way.

And which emphasies on the Cutting of excess waste mainly in the form of stocking the unnecessary Inventory.

In 2011 after the Earth quake made a crucial decision that there is a flaw in that all inventories are not the same and Semi conductors requires stocking. And from that they start keeping a Inventory of the semiconductor upto six months in their banks. The other only readed the cover not inside and shamelessly copied the Principel and failed to understand the basic meaning and now you have the cries. The Tata and Mahindra on the other hand followed this new development and started keeping a stock semiconductor and making the supply intacts.

The just in time manufacturing is efficient but should come up with a trade up in resilance.

The just in time supply chain should be flexible.

It's a philosophy not a equation's.

Running for short term profit rather than the long term benefits is the problems and specially for the Mleechas.

And constructing a long term supplies chain's requires a long term resiliance. And most first have to made it around thinking that's.

The Just in Time manufacturing is not a failure but the senior management of the respective firms have not been able to understand the very basics of its and that's why this crises.


The Tata and Mahindras have been smarter than others and that's why Tata is looking for the increased manufacturing units per months and Mahindra is looking to stabsl the productions rather than cutting its like the MSIL, Hyundai and others.

The MG shameless copying others have alreday costed them the trust of the customers as they are re looking at closing their plants second time in a single years. Despite their productions capacity only at 25 percents.

funny isn’t it, chip shortage happens after QUAD starts talking about supply chain resilience!!