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  "documentTitle": "Digitizing Make in India Report 2024",
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  "notes": "Includes a quote from Josh Foulger regarding the 'Y2K moment' for Indian electronics manufacturing.",
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      "text": "India is at the cusp of the next big revolution in electronics manufacturing and the current situation is like the \"Y2K moment\" for the country.",
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      "text": "Already established incumbents with scale efficiencies. Low margin and high WC business; need for strong operations. Large capex and continuous innovation required. Need for design-first talent.",
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      "text": "Design/IP focus along with contract manufacturing preferred mode of entry for startups; operational efficiency needed at scale. Opportunity in building for product categories with high GM and ROCE and large secular CAGR. Massive horizontal opportunity in IP-led PCB design and component manufacturing. Significant whitespace in high margin picks & shovels part of value chain in EMS.",
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      "text": "electronics value chain: $400 Bn",
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