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市場調查報告書

印度的國防工業的直接投資 (FDI) 的機會:政策概要,技術能力的評估,庫存差距分析,主要的國內企業

FDI Opportunities in the Indian Defense Sector, Policy Overview, Technological Capability Assessment (Airborne, Naval, and Land), Inventory Gap Assessment (Airborne, Naval, and Land), Key Indian Companies - Capabilities, Tie-ups and Profiles

出版商 MarketsandMarkets 商品編碼 354423
出版日期 內容資訊 英文 80 Pages
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印度的國防工業的直接投資 (FDI) 的機會:政策概要,技術能力的評估,庫存差距分析,主要的國內企業 FDI Opportunities in the Indian Defense Sector, Policy Overview, Technological Capability Assessment (Airborne, Naval, and Land), Inventory Gap Assessment (Airborne, Naval, and Land), Key Indian Companies - Capabilities, Tie-ups and Profiles
出版日期: 2016年03月11日 內容資訊: 英文 80 Pages
簡介

印度的航太、國防市場,提供國內、外資型企業雙方巨大且富有魅力的絕大市場機會。該國有全球第3大的軍隊,以及國內的國防預算達到GDP的2%。還有作為全球最大的武器進口國之一,大半的裝備依賴進口。另一方面,印度政府推動「Make in India」政策,想採購國內開發、製造的產品以構築工業基礎。外資型企業的情況,要求遵從國防採購政策 (DPP) 對沖契約的完全履行,需要在國內建立製造據點。反過來,國內企業為了擴充生態系統 (產業體系) ,尋求外資型企業的合作,活用對沖契約的制度,外資、國內企業 (尤其是民營企業) 也存在協作的機會。

本報告提供印度的國防工業的直接投資 (FDI) 的機會相關分析,印度政府的國防工業政策和國防裝備的採購流程,國內生產體制現況的技術能力庫存差距 (供需缺口),各平台、各類型產品的詳細情況,海外的合作情形,國內企業 (國營/民營) 簡介等相關調查與考察。

第1章 政策概要

  • 簡介
  • 印度的國防工業的供應鏈
  • 國防採購政策 (DPP)
  • DPP:採購活動的分類與批准當局
  • 目前國防採購流程
  • 提案要求書 (RFP) 的發行流程
  • 國防裝備的採購:時間軸與競標過程
  • 國防市場的對沖契約義務
  • 法規的機制:課稅政策,智慧財產權保護,工業生產許可證
    • 工業生產許可證政策

第2章 技術能力的評估:各平台

  • 飛機用系統
    • 目前能力
    • 能力發展藍圖:印度政府的技術的關注事項,與主要的資訊出示要求 (RFI)/提案要求 (RFP)
  • 艦艇用系統
  • 地上用系統

第3章 庫存差距的評估:各平台

  • 飛機用系統:庫存差距評估
    • 戰鬥機、訓練機
      • 目前方案
      • 主要的關心領域
    • 旋翼機
    • 支援用平台
    • 近幾年的主要趨勢
  • 艦艇用系統
    • 潛水艇
    • 水上戰鬥艦艇
    • 支援用平台
    • 近幾年的主要趨勢
  • 地上用系統
    • 火炮
    • 飛彈
    • 重型戰術車
    • 步兵用系統
    • 近幾年的主要趨勢

第4章 跟印度國內的主要企業:技術能力,和海外的合作關係

第5章 企業簡介

  • 私有主要的國防裝備廠商
    • ASHOK LEYLAND
    • ASTRA MICROWAVE PRODUCTS LIMITED
    • BHARAT FORGE LIMITED
    • LARSEN&TOUBRO LIMITED
    • MAHINDRA&MAHINDRA LIMITED
    • PIPAVAV DEFENCE AND OFFSHORE ENGINEERING COMPANY LIMITED
    • RELIANCE INFRASTRUCTURE LIMITED
    • RELIANCE INDUSTRIES LIMITED
    • ROLTA INDIA LIMITED
    • SOLAR INDUSTRIES INDIA LIMITED
    • TATA GROUP
    • WALCHANDNAGAR INDUSTRIES
  • 國有的主要國防裝備廠商
    • BHARAT DYNAMICS LIMITED
    • BHARAT EARTH MOVERS LIMITED
    • BHARAT ELECTRONICS LIMITED
    • COCHIN SHIPYARD LIMITED
    • GARDEN REACH SHIPBUILDING & ENGINEERS LIMITED
    • HINDUSTAN AERONAUTICS LIMITED
    • HINDUSTAN SHIPYARD LIMITED
    • MAZAGON DOCK SHIPBUILDERS LIMITED
  • 中小、微企業 (MSME)
    • ALPHA DESIGN TECHNOLOGIES PRIVATE LIMITED
    • PRECISION ELECTRONICS LIMITED
    • ZEN TECHNOLOGIES LIMITED

第6章 附錄

  • 給分析對象企業的調查問卷
  • 選擇的 (自訂支援) 刊載內容
    • 國防採購政策 (DPP) 分析
    • 企業資料
      • 分析排除的企業的詳細資訊 (最大5家)
  • 相關分析

圖表一覽

目錄
Product Code: AS 4159

India's high defense spending makes it an attractive destination for foreign direct investment (FDI)

The Indian aerospace and defense market presents an attractive and significant opportunity for domestic players and foreign companies across the defense supply chain. India has the third-largest armed forces in the world, and its defense budget is nearly 2% of its GDP. It is one of the largest importers of conventional defense equipment and spends about 40% of its total defense budget on capital acquisitions. The majority of the country's defense requirements are met through imports.

Make in India initiative expected to bolster opportunities for the Indian companies looking to enter the defense sector

The Indian government aims to build a domestic industrial base by encouraging procurement of indigenously manufactured or developed technology and weapons systems, under its Make in India initiative. It has also revised the Defense Procurement Procedure (DPP). Original equipment manufacturers and their suppliers are expected to fulfil offset obligations and take advantage of India's competitive advantages in manufacturing and information technology by setting up manufacturing facilities in the country. A large number of Indian private companies and publicly funded research laboratories are looking to enter the Indian defense sector.

Break-up of primary participants for the report has been given below:

  • By company: Tier1 - 35%, Tier 2 - 45%, Tier 3 - 20%
  • BY designation: C Level - 35%, Director Level - 25%, Others - 40%

Opportunities for domestic players to emerge as offset partners for the foreign players

The offset policies formulated by the Indian government are expected to offer various opportunities for the domestic private players. They are expected to help develop the required ecosystem for major private players to emerge. This has led to various opportunities which are anticipated to spur the growth of the indigenous defense industry, including the private sector.

The domestic companies, specially medium, small, and micro enterprises (MSMEs) are expected to be a part of the global supply chain of major defense companies.

The various companies profiled in this report include Ashok Leyland, Astra Microwave Products, Bharat Forge, Larsen&Toubro, Mahindra & Mahindra, Reliance Infrastructure, Reliance Industries, Rolta India, Solar Industries, TATA Group, Walchandnagar Industries, Bharat Dynamics, Bharat Earth Movers, Bharat Electronics, Cochin Shipyard, Garden Reach Shipbuilding & Engineers, Hindustan Aeronautics, Hindustan Shipyard, Mazagaon Dock Shipyard, and Zen Technologies.

Reasons to Buy the Report:

From an insight perspective, this research report has focused on various levels of analysis-inventory assessment, mapping the technological capability roadmap as envisaged by the Indian government, market structure analysis of top players, and company profiles, which together comprise and discuss the basic views on the competitive landscape and opportunities in the Indian defense sector.

The report provides insights on the following pointers:

  • Market Penetration: Comprehensive information on weapons systems and components offered by the top players in the Indian defense sector
  • Product Development/Innovation: Insights related to the current inventory held by the Indian armed forces and expected procurements
  • Market Development: Information about the changing market dynamics due to relaxing of FDI norms

TABLE OF CONTENTS

1. POLICY OVERVIEW

  • 1.1. INTRODUCTION
  • 1.2. INDIAN DEFENSE SUPPLY CHAIN
  • 1.3. DEFENSE PROCUREMENT POLICY (DPP)-2016
  • 1.4. DPP: PROCUREMENT CATEGORIZATION AND SANCTIONING AUTHORITIES
  • 1.5. CURRENT DEFENSE PROCUREMENT PROCESS
  • 1.6. PROCESS OF ISSUANCE OF REQUEST FOR PROPOSAL (RFP)
  • 1.7. DEFENSE EQUIPMENT PROCUREMENT: TIMELINE AND BIDDING PROCESS
  • 1.8. DEFENSE OFFSET POLICY OBLIGATIONS
  • 1.9. REGULATORY MECHANISM: TAXATION POLICY, PROTECTION OF INTELLECTUAL PROPERTY, AND INDUSTRIAL LICENSING
    • 1.9.1. INDUSTRIAL LICENSING POLICY

2. TECHNOLOGICAL CAPABILITY ASSESSMENT, BY PLATFORM

  • 2.1. AIRBORNE SYSTEMS
    • 2.1.1. CURRENT CAPABILITY
    • 2.1.2. CAPABILITY ROADMAP: TECHNOLOGY FOCUS OF THE INDIAN GOVERNMENT AND KEY RFIS/RFPS ISSUED
  • 2.2. NAVAL SYSTEMS
    • 2.2.1. CURRENT CAPABILITY
    • 2.2.2. CAPABILITY ROADMAP: TECHNOLOGY FOCUS OF THE INDIAN GOVERNMENT AND KEY RFIS/RFPS ISSUED
  • 2.3. LAND SYSTEMS
    • 2.3.1. CAPABILITY ROADMAP
    • 2.3.2. CAPABILITY ROADMAP: TECHNOLOGY FOCUS OF THE INDIAN GOVERNMENT AND KEY RFIS/RFPS ISSUED

3. INVENTORY GAP ASSESSMENT, BY PLATFORM

  • 3.1. AIRBORNE SYSTEMS: INVENTORY GAP ASSESSMENT
    • 3.1.1. COMBAT & TRAINER
      • 3.1.1.1. Current scenario
      • 3.1.1.2. Key focus areas
    • 3.1.2. ROTARY
      • 3.1.2.1. Current scenario
      • 3.1.2.2. Key focus area
    • 3.1.3. SUPPORT PLATFORMS
      • 3.1.3.1. Current scenario
      • 3.1.3.2. Key focus areas
    • 3.1.4. KEY DEVELOPMENTS (2015)
  • 3.2. NAVAL SYSTEMS
    • 3.2.1. SUBMARINES
      • 3.2.1.1. Current scenario
      • 3.2.1.2. Key focus areas
    • 3.2.2. SURFACE COMBATANTS
      • 3.2.2.1. Current scenario
      • 3.2.2.2. Key focus areas
    • 3.2.3. SUPPORT PLATFORMS
      • 3.2.3.1. Current scenario
      • 3.2.3.2. Key focus areas
    • 3.2.4. KEY DEVELOPMENTS (2015)
  • 3.3. LAND SYSTEMS
    • 3.3.1. ARTILLERY
      • 3.3.1.1. Current scenario
      • 3.3.1.2. Key focus areas
    • 3.3.2. MISSILES
      • 3.3.2.1. Current scenario
      • 3.3.2.2. Key focus areas
    • 3.3.3. FIGHTING VEHICLES
      • 3.3.3.1. Current scenario
      • 3.3.3.2. Key focus areas
    • 3.3.4. INFANTRY SYSTEMS
      • 3.3.4.1. Current scenario
      • 3.3.4.2. Key focus areas
    • 3.3.5. KEY DEVELOPMENTS (2015)

4. KEY INDIAN COMPANIES: CAPABILITIES & TIE-UPS

5. COMPANY PROFILES

  • 5.1. KEY PRIVATE DEFENSE EQUIPMENT MANUFACTURERS
    • 5.1.1. ASHOK LEYLAND
    • 5.1.2. ASTRA MICROWAVE PRODUCTS LIMITED
    • 5.1.3. BHARAT FORGE LIMITED
    • 5.1.4. LARSEN&TOUBRO LIMITED
    • 5.1.5. MAHINDRA&MAHINDRA LIMITED
    • 5.1.6. PIPAVAV DEFENCE AND OFFSHORE ENGINEERING COMPANY LIMITED
    • 5.1.7. RELIANCE INFRASTRUCTURE LIMITED
    • 5.1.8. RELIANCE INDUSTRIES LIMITED
    • 5.1.9. ROLTA INDIA LIMITED
    • 5.1.10. SOLAR INDUSTRIES INDIA LIMITED
    • 5.1.11. TATA GROUP
    • 5.1.12. WALCHANDNAGAR INDUSTRIES
  • 5.2. KEY GOVERNMENT OWNED DEFENSE EQUIPMENT MANUFACTURERS
    • 5.2.1. BHARAT DYNAMICS LIMITED
    • 5.2.2. BHARAT EARTH MOVERS LIMITED
    • 5.2.3. BHARAT ELECTRONICS LIMITED
    • 5.2.4. COCHIN SHIPYARD LIMITED
    • 5.2.5. GARDEN REACH SHIPBUILDING & ENGINEERS LIMITED
    • 5.2.6. HINDUSTAN AERONAUTICS LIMITED
    • 5.2.7. HINDUSTAN SHIPYARD LIMITED
    • 5.2.8. MAZAGON DOCK SHIPBUILDERS LIMITED
  • 5.3. MICRO SMALL AND MEDIUM ENTERPRISES (MSME)
    • 5.3.1. ALPHA DESIGN TECHNOLOGIES PRIVATE LIMITED
    • 5.3.2. PRECISION ELECTRONICS LIMITED
    • 5.3.3. ZEN TECHNOLOGIES LIMITED

6. APPENDIX

  • 6.1. QUESTIONNAIRE FOR PRIMARY INTERVIEWS
  • 6.2. AVAILABLE CUSTOMIZATIONS
    • 6.2.1. DEFENSE PROCUREMENT POLICY (DPP)-2016 ANALYSIS
    • 6.2.2. COMPANY INFORMATION
      • 6.2.2.1. Detailed analysis and profiling of additional players (Up to 5).
  • 6.3. RELATED REPORTS

LIST OF TABLES

  • TABLE 1: TAX REGIME
  • TABLE 2: FIGHTER AIRCRAFT: CURRENT CAPABILITY
  • TABLE 3: SUPPORT PLATFORMS: CURRENT CAPABILITY
  • TABLE 4: ROTARY AIRCRAFT: CURRENT CAPABILITY
  • TABLE 5: KEY TECHNOLOGIES IDENTIFIED FOR CAPABILITY ENHANCEMENT BY THE INDIAN GOVERNMENT
  • TABLE 6: LIST OF KEY REQUEST FOR INFORMATION (RFI) ISSUED
  • TABLE 7: LIST OF KEY REQUEST FOR PROPOSALS (RFPS) ISSUED
  • TABLE 8: SURFACE COMBATANTS: CURRENT CAPABILITY
  • TABLE 9: SUBMARINES: CURRENT CAPABILITY
  • TABLE 10: SUPPORT PLATFORMS: CURRENT CAPABILITY
  • TABLE 11: KEY TECHNOLOGIES IDENTIFIED FOR CAPABILITY ENHANCEMENT BY THE INDIAN GOVERNMENT
  • TABLE 12: LIST OF KEY REQUEST FOR INFORMATION (RFI) ISSUED
  • TABLE 13: LIST OF KEY REQUEST FOR PROPOSALS (RFPS) ISSUED
  • TABLE 14: ARTILLERY: CURRENT CAPABILITY
  • TABLE 15: MISSILES: CURRENT CAPABILITY
  • TABLE 16: FIGHTING VEHICLES: CURRENT CAPABILITY
  • TABLE 17: INFANTRY SYSTEMS: CURRENT CAPABILITY
  • TABLE 18: KEY TECHNOLOGIES IDENTIFIED FOR CAPABILITY ENHANCEMENT BY THE INDIAN GOVERNMENT
  • TABLE 19: LIST OF KEY REQUEST FOR INFORMATION (RFI) ISSUED
  • TABLE 20: LIST OF KEY REQUEST FOR PROPOSALS (RFPS) ISSUED
  • TABLE 21: KEY PRIVATE SECTOR PLAYERS : CAPABILITY
  • TABLE 22: KEY PUBLIC SECTOR PLAYERS: CAPABILITY
  • TABLE 23: KEY INDUSTRY PARTICIPANTS, BY PLATFORM

LIST OF FIGURES

  • FIGURE 1: STATE OF INVENTORY HELD BY INDIA (2015)
  • FIGURE 2: FINANCE COMMISSION'S PROJECTION FOR DEFENSE REVENUE EXPENDITURE (2014-2019)
  • FIGURE 3: DEFENSE SUPPLY CHAIN
  • FIGURE 4: DPP 2016- INTERIM GUIDELINES
  • FIGURE 5: EVOLUTION OF DPP (2002-2013)
  • FIGURE 6: PROCUREMENT CATEGORIZATION
  • FIGURE 7: PROCESS FOR PROCUREMENT UNDER 'BUY', 'BUY AND MAKE WITH TOT', AND BUY & MAKE (INDIAN) CATEGORIES
  • FIGURE 8: ACQUISITION PROCESS UNDER 'MAKE' CATEGORY
  • FIGURE 9: KEY DECISION MAKERS IN THE PROCUREMENT PROCESS
  • FIGURE 10: RFPS ARE ISSUED BY THE INDIAN MOD
  • FIGURE 11: OVERVIEW OF THE DEFENSE EQUIPMENT PROCUREMENT PROCESS
  • FIGURE 12: EVALUATION AND SELECTION OF BIDS DURING DPP
  • FIGURE 13: REGISTRATION GUIDELINES FOR VENDORS
  • FIGURE 14: AVENUES TO DISCHARGE OFFSET OBLIGATIONS
  • FIGURE 15: PROTECTION OF INTELLECTUAL PROPERTY
  • FIGURE 16: PROJECTED AIRFORCE CAPITAL EXPENDITURE OUTLAY (2014-2024)
  • FIGURE 17: COMBAT/TRAINER AIRCRAFT: INVENTORY ASSESSMENT (2015)
  • FIGURE 18: ROTARY AIRCRAFT: INVENTORY ASSESSMENT (2015)
  • FIGURE 19: SUPPORT PLATFORMS: INVENTORY ASSESSMENT (2015)
  • FIGURE 20: PROJECTED NAVY CAPITAL EXPENDITURE OUTLAY (2014-2024)
  • FIGURE 21: SUBMARINES: INVENTORY ASSESSMENT (2015)
  • FIGURE 22: SURFACE COMBATANTS: INVENTORY ASSESSMENT (2015)
  • FIGURE 23: SUPPORT PLATFORMS: INVENTORY ASSESSMENT (2015)
  • FIGURE 24: PROJECTED LAND SYSTEMS CAPITAL EXPENDITURE OUTLAY (2014-2024)
  • FIGURE 25: LAND SYSTEMS: INVENTORY ASSESSMENT (2015)
  • FIGURE 26: ARTILLERY: INVENTORY ASSESSMENT (2015)
  • FIGURE 27: PRODUCT OFFERINGS
  • FIGURE 28: ASHOK LEYLAND: SWOT ANALYSIS
  • FIGURE 29: PRODUCT OFFERINGS
  • FIGURE 30: ASTRA MICROWAVE PRODUCTS LIMITED: SWOT ANALYSIS
  • FIGURE 31: PRODUCT OFFERINGS
  • FIGURE 32: BHARAT FORGE LIMITED: SWOT ANALYSIS
  • FIGURE 33: PRODUCT OFFERINGS
  • FIGURE 34: LARSEN&TOUBRO LIMITED: SWOT ANALYSIS
  • FIGURE 35: PRODUCT OFFERINGS
  • FIGURE 36: MAHINDRA & MAHINDRA: SWOT ANALYSIS
  • FIGURE 37: PRODUCT OFFERINGS
  • FIGURE 38: PIPAVAV DEFENCE AND OFFSHORE ENGINEERING COMPANY LIMITED: SWOT ANALYSIS:
  • FIGURE 39: PRODUCT OFFERINGS
  • FIGURE 40: RELIANCE INFRASTRUCTURE LIMITED: SWOT ANALYSIS
  • FIGURE 41: RELIANCE INDUSTRIES LIMITED: SWOT ANALYSIS
  • FIGURE 42: PRODUCT OFFERINGS
  • FIGURE 43: ROLTA INDIA LIMITED: SWOT ANALYSIS:
  • FIGURE 44: PRODUCT OFFERINGS
  • FIGURE 45: SOLAR INDUSTRIES INDIA LIMITED: SWOT ANALYSIS
  • FIGURE 46: PRODUCT OFFERINGS
  • FIGURE 47: TATA GROUP: SWOT ANALYSIS
  • FIGURE 48: PRODUCT OFFERINGS
  • FIGURE 49: WALCHANDNAGAR INDUSTRIES: SWOT ANALYSIS
  • FIGURE 50: PRODUCT OFFERINGS
  • FIGURE 51: BHARAT DYNAMICS LIMITED: SWOT ANALYSIS
  • FIGURE 52: PRODUCT OFFERINGS
  • FIGURE 53: BHARAT EARTH MOVERS LIMITED: SWOT ANALYSIS
  • FIGURE 54: PRODUCT OFFERINGS
  • FIGURE 55: BHARAT ELECTRONICS LIMITED: SWOT ANALYSIS
  • FIGURE 56: PRODUCT OFFERINGS
  • FIGURE 57: COCHIN SHIPYARD LIMITED: SWOT ANALYSIS
  • FIGURE 58: PRODUCT OFFERINGS
  • FIGURE 59: GARDEN REACH SHIPBUILDING & ENGINEERS LIMITED: SWOT ANALYSIS
  • FIGURE 60: PRODUCT OFFERINGS
  • FIGURE 61: HINDUSTAN AERONAUTICS LIMITED: SWOT ANLAYSIS
  • FIGURE 62: PRODUCT OFFERINGS
  • FIGURE 63: HINDUSTAN SHIPYARD LIMITED: SWOT ANALYSIS
  • FIGURE 64: PRODUCT OFFERINGS
  • FIGURE 65: MAZAGON DOCK SHIPBUILDERS LIMTED: SWOT ANALYSIS
  • FIGURE 66: PRODUCT OFFERINGS
  • FIGURE 67: ALPHA DESIGN TECHNOLOGIES PRIVATE LIMITED: SWOT ANALYSIS
  • FIGURE 68: PRODUCT OFFERINGS
  • FIGURE 69: PRECISION ELECTRONICS LIMITED: SWOT ANALYSIS:
  • FIGURE 70: PRODUCT OFFERINGS
  • FIGURE 71: ZEN TECHNOLOGIES LIMITED: SWOT ANALYSIS
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