This thread is going to its cycle of Depression.
Our Auto industries are well interconnected to Global supply chain. We are exporting auto components, importing auto components easily because of this supply chain. Eg. TVS Provides camshaft to BMW litre class bike.
Our auto industries is well developed within the max capability we have. We will not expertise and build ICE engines, since they are in their last leg with big uncertainty. Also we should understand our market.
Indian market put emphasis on fuel efficiency something both US and EU countries rarely worried about. Hence when we opened the market Japs and Koreans got great reception since their engines are pretty fuel efficient (Some obvious downgrade in build quality)
Lets have a look at our own Auto industry in 2022:
1. Maruti Suzuki - They used K family engines (Petrol). Suzuki Diesel engines are basically MJD series from Fiat. But now MSIL discontinued it due to BS6.
2. Hyundai - Using both Petrol and Diesel engines which is shared with KIA.
3. Mahindra - Mahindra for a long time have big diesel in the form M Falcon and now they have M stallion series of engines. Since entire Mahindra business model revolves around SUV they cannot outsource their engines hence they made investments and develop this family since their sales will be from Big SUV like Thar, Scorpio, XUV700 and followed by XUV300 , Marazzo.
View attachment 161572
Bolero, Scorpio, Marazzo, Thar, XUV300, XUV700. Basically compact SUV to True SUV with a single MPV.
4. Tata - Tata sells not only SUV but also Hatchback, Sedan, Compact SUV etc.
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Tiago and Tigor are compact cars. Altroz and Punch are bigger than Tiago and Tigor and Nexon is an Compact SUV and finally we have Harrier and Safari.
Now lets check what engines are they using.
1. Tiago , Tigor, Altroz and Punch - Uses 1.2 L NA Revotron engine (Inhouse engine)
Altroz - Uses a 1.5 L Revotorq Diesel Engines.
2. Nexon - 1.2 L Turbocharged engine (Revotron) and 1.5 L Revotorq diesel Engine.
3. Harrier and Safari -
2.0 L Fiat sourced engine.
Now if you see the majority of Tata sales is from Tiago, Tigor, Nexon, Punch, Altroz and Nexon. Since Harrier twins are competing in a top most segment Tata decided to not invest on their powertrains. But this came with the downside with no Petrol engines since random milord decided to ban diesel cars in NCR. Hence Tata is working on one 1.5 L Petrol engine for Harrier Twins. This engine will do the duty in CURVV. Hence for our market they have own engine options.
VAG - Basically relies on 1.0 TSI and 1.5 TSI.
Toyota - Have big Diesel engines but they will use the Suzuki engines for India.
Surprisingly Fiat have a big customer list in India for their engines
2.0 L MJD
1. Harrier
2. Safari
3. MG Hector
4. MG Hector Plus
5. Jeep Compass
6. Jeep Meridian.
This segment never put sales on fire. Hence all companies took this conservative approach.
Lets look at Truck business (Major players)
1. TATA - Uses a combination of Cummins and In house engines.
2. ASHOK LEYLAND - Have their in house engines.
3. Mahindra - Uses their in house engines.
Lets see our 2W markets.
Our market primarily run on 100CC to 150CC scooters. Since our market is slowly moving upwards our manufactures now already developed necessary capabilities (< 300 CC). Our 2W brands have great reputation something we failed to leverage. Once all of them consider our 2W companies will fold due to arrival of Chinese Bikes but still we have massive dominance in this field even today.
1. Hero - Big Exporter. Actively working on their 300 CC mill. Have partnership with HD regarding Sales.
2. Bajaj - Nearly owning KTM. Having Technical partnerships . Currently working with Triumph. Capable to manufacture upto 400 CC
3. TVS - Great exploits in Racing. This gives them lot of real R&D. Have technical partnership with BMW. Have an 313 CC engine with BMW. They own Norton.
4. Royal Enfield - They are just getting praised all over the world. Have both 350CC and 650 CC mill with another 450 CC Liquid cooled engine
5. JAWA, Yezdi - Not a chart busters but still uses modern single cylinder liquid cooled engine from Mahindra.
We are still few decades away to move middle weight class like 500 - 700 CC.
So we are big in this field for some time. Maybe streamlining taxes in Cars will be helpful in additional sales and also forcing auto components manufacturer to produce parts in India if their usage is becoming common. Something like Infotainment systems, Sunroof and Airbags should be made here since they are becoming very common now.
Our luxury market is not big now. Don't know the reason. Either taxes is killing them or Germans jacked up the price too much.
So crying about semiconductor fab is useless is nothing but waste of time, we are actively calling all form of electronics manufacturers. Once the PLI starts the investment and production starts then GOI will fine tune and attract more players.
Stop RR = just chill and enjoy the day.
.. We need to search gold mines . Otherwise we ll waste all our dollar reserve .
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