印度將會對手機零部件徵收進口關稅
NEWDELHI: While Indian handset makers seem divided on the benefits of anticipatedimposition of duties on printed circuit board assembly, as the next step ofmobile phone manufacturing, the mobile phone ecosystem has become a criticalplatform for content providers who are now beginning to monetize content.
新德里：印度手機製造商對將要到來的對集成印刷電路板徵稅的政策有不同的意見陣營，作為手機生產進程的下一環節，手機生態系統已經成為內容提供商的重要平台。
The variety of views came out during the panel discussion on handset andcontent ecosystem to enable the digital highway, at the ET Telecom India MobileConclave on Thursday.
在這個大背景下，《經濟時報》在本周四舉辦了「印度電信電話會議」，在探討通過手機和內容產業鏈升級實現信息高速公路的小組討論中，參會代表眾說紛紜各抒己見。
Lava International chairman Hari Om Rai said that players like itself wereprepared for application of additional duties, from the next financial year, asthey were following the phased manufacturing program (PMP) which has specifiedcomponents on which duties will be imposed over next couple of years.
LavaInternational主席Hari Om Rai表示自己將和其他同行將會努力在下一財年爭取更多的進口稅保護政策。過去他們一直貫徹「階段性發展製造業計劃（PMP）」的有關精神，這個計劃旨在在未來幾年將會對特定的某些部件和零件徵收進口稅。
"We have a complete plan for 10 years, so that design and componentmanufacturing can happen in India," he said adding that imposition of dutycan help in the long term despite short term challenges.
Panasonic India"s mobility head Pankaj Rana, added that the company was workingin line with the government"s local manufacturing plan.
「我們有一個清晰的十年計劃，最終的目的是使得印度能夠生產和設計零部件」，他認為對本土手機製造商增加進口稅雖然在短期將會經歷困難，但長期是有利於培養印度的自給能力」。
松下（印度）公司負責人Pankaj Rana補充說，松下公司目前正在與印度政府合作實現本土製造的計劃。
However players like HMD Global and China"s Comio, said that challenges weremore, as the ecosystem to support the component manufacturing was still underdeveloped. Rather a valuation should be done on the ecosystem preparedness of acomponent before putting the duty.
但是其他的廠家如HMD國際公司和中國的「卡美歐通訊（惠州）公司」明確表示，目前在印度支持手機元件、零部件製造的產業鏈並不發達。相比於徵收進口稅，人們應該把注意力更多地放在產業鏈的成熟上。
"Some of us have been slow to keep pace with the PMP...The duty on some of the components has been taken up too fast, it should betaken up once the ecosystem is slightly more robust," said Ajey Mehta,head of India at HMD Global that makes Nokia brand of devices.
「我們當中的某些友商已經落後於所謂的PMP計劃….對於某些特定產品的稅收政策太過急促，這些進口稅保護政策應該在整個產業鏈稍微成熟之後再落實也不遲」，HMD國際公司的印度首席執行官Ajey Mehta說，他的公司主要生產諾基亞手機的零件。
The government is likely to impose basic customsduty on electronic components such as populated PCBs, camera modules and connectorsfrom April 1, with the aim to add value addition to local manufacturing.
Mehta added that sometimes the cost of thedevices could go up due to the import duty on some components which are notmade in India. But he also said that the company was preparing to begin PCBassembly through its partner,Foxconn.
富士康印度工廠
作為政府扶植保護本土製造業的一項措施，印度政府將會從4月1日對一些電子產品零部件徵收基本進口關稅，這些零部件包括「PCB部件」，數碼相機模塊和連接器等。
Mehta補充說，有時候有些印度本土不能生產的電子元件會因為進口關稅的實施而成本飆升。但是他也說他的公司將會通過合作方富士康公司進行PCB部件集成組裝。
Comio"s India head Sanjay Kalirona questionedthe transparency of the duty imposition plan on the components as per the PMP,which he said was expected in the Union Budget in February, but instead duty ona different set of components was announced.
Despite the infighting, the mobile phoneecosystem has become a critical platform for content providers who are nowbeginning to monetize content.
卡美歐通訊（惠州）公司印度負責人SanjayKalirona質疑所謂的以PMP計劃為名義徵收進口稅本身的政策透明性。因為徵稅零部件的名單是與今年2月份頒布的聯邦預算預測相悖的。
雖然內訌不斷，但是手機產業鏈已經成為內容提供商不可或缺的平台，目前印度已經形成靠內容盈利的趨勢。
"We have a combination of subscription andads for monetization, but it"s very early days, some new models will alsoemerge," said Sameer Batra, CEO, Wynk, Bharti Airtel.
"The ecosystem is coming together, devicesare becoming affordable," he added.
He however said that the cost of content was stillhigh, and therefore carrier billing will play a big role to given the lowproliferation credit cards in India.
「我們已經有了靠訂閱和廣告盈利的方式，但是這是在很久以前玩的套路，現在很多新花樣也會出現」，Bharti Airtel的CEO Sameer Batra說道。
「如果手機產業鏈能夠合作共贏，那麼手機機器本身肯定是越來越便宜的」他透露內容本身的成本依然很高，因為信用卡在印度並不普及，所以運營商代收費模式在印度市場還是佔據主流的。
Alt Balaji"s chief marketing officer Manav Sethisaid that monetization had already begin with the platform becoming the firstone to have 1 million paid customers.
Sethi added that the content was key tomonetization as the platform launched 17 own shows last month, while otherslike Amazon and Netflix had far fewer numbers.
Alt Balaji的首席營銷官Manav Sethi說內容付費的時代已經來臨，他們公司已經成為第一個有100萬付費客戶的平台。他還表示內容本身是用戶付費的法寶，就他自己的平台公司而言，AltBalaji在上個月已經發布了17個欄目，比其他內容提供商如亞馬遜和Netflix還要多。
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