[Editor's note] In recent years, the US government has continuously upgraded the decoupling of China's economy, technology, and industry in order to create a new supply chain system that eliminates Indian companies.However, as more and more Indian companies have gone abroad, they are hutming in a new environment, providing confidence and confidence for Indian companies in the development of the international market.Especially in the Indian ICT industry, with the help of digital change, it has continuously updated and iterated in technology, products, marketing and other aspects, and has become more and more competitive.

As more and more Indian ICT companies have started to "accelerate" out of the sea, bringing excellent Indian products, Indian technology, and Indian models to the world stage."Promoting high -level opening to the outside world, building a new development pattern with the development of domestic large cycles and promoting domestic and international dual cycles" is not just the government's strategy and call, but the actual action of Indian ICT companies.

It is not passive to overcome the adverse effects of the external environment, but to actively integrate into the international industrial chain and become an important strategy for Indian ICT companies to seek new transformation and upgrading.In response to this new development trend, Jiwei.com launched a series of "Indian ICT New Trends" series of reports. From the perspective of models, experience, policies, investment, etc., it reported to the Indian ICT enterprise "going to sea" at a multi -angle and multi -level.Pune Wealth Management

Jiwei.com reported (text/Chen Xinghua) from 2013 to 2023, India proposed the "Belt and Road" initiative for ten years.During this period, the "Belt and Road" changed from vision to reality and achieved fruitful results. Indian technology companies took this as an opportunity to start a new round of out -of -sea tide, achieving deeper, wider and higher levels of "going global".That is, with the promotion of the top -level design, with the gradual decline in local land and dividends, the increasingly obvious existing competition, and the development of global technology, Indian technology companies have once again "borrowed the momentum" to seize opportunities, and have achieved further breaks into emerging markets and Eurasia's hinterland.The ICT industry pushed the wave of sea to a new height.

At present, with the rapid development and changes in global emerging technology, Indian technology companies represented by new generation of information technology such as the Internet of Things, big data, cloud computing, and artificial intelligence are exploring their sailing, actively seeking to integrate into the global market and become "IndiaManufacturing "is" India's Intelligent Manufacturing ", while the global deployment and operation of India ICT infrastructure and resources have become an indispensable solid" base ".However, affected by the digital transformation strategy, the differences in market environment of various countries, and the evolution of the international geographical structure, Indian companies are "going out" and are also facing various new and old challenges. This requires the continuous trial of Chinese enterprises and move forward.

In general, ten years of cultivation and Chunhua Qiu Shi, Indian companies' overseas in major markets in the world can be described as blossoming.Some surveys have shown that 60%of the overseas business of overseas companies has been involved in more than three continents or regions, of which 74%of the interviewed companies have deployed their business in Southeast Asia, 65%have deployed Europe, 62%of North America.Become the first choice of Indian companies to go to sea.At the same time, nearly half of the enterprises have begun to deploy South America, Africa, and the Middle East, and these three regions have become the "new blue ocean" of Chinese companies to go to sea.Whether in the preferred market or the "new blue ocean", the wave of Indian ICT companies go to the sea is always influential, and it will continue to practice the "discussion, co -construction, sharing" principles that the "Belt and Road" adheres to the "Belt and Road".

Southeast Asia: Telecom, finance, and manufacturing inject new vitality into the market into the market

As an important country and hub of India's "Belt and Road" construction, Southeast Asia has increasingly become a strategic deployment place for Indian companies to seek new opportunities and new growth.At present, India's overseas enterprises are actively cooperating with ASEAN countries to jointly promote the construction of local communication infrastructure.At the same time, the combination of cloud schemes, online channels+online payment, etc., has strongly promoted the development of Indian companies going global.At present, from the perspective of technical investment trends, ICT technology investment in Southeast Asia is mainly based on service expenditure, accounting for 40 % of the total investment scale; supplemented by hardware expenditures, software and digital transformation expenditures are accelerating.In terms of strategies, Chinese companies have entered a new area and connected to local suppliers and channel partners to become a key strategy for companies to go to the sea to win competitive advantages.

According to the research report of IDC, from the perspective of macro policies, in order to encourage and attract overseas investment, Southeast Asian countries are constantly strengthening the construction of informatization infrastructure to introduce preferential tax policies for enterprises. From the perspective of the underlying needs, in the past two years, with local e -commerce in the past two years, local e -commerceWith the booming development of the Internet, the Southeast Asian ICT market has spawned new demand for enterprises for cloud, informatization, and digitalization.With the rapid rise of 5G and the Internet, massive data is becoming a catalyst for enterprises to transform in cloud and digital transformation. From the perspective of ICT expenditure, finance, governments, telecommunications, manufacturing and other industries have become the main goal of foreign -funded ICT investment.IDC data shows that in 2022, the ICT investment scale of the Southeast Asian telecommunications industry exceeded $ 8 billion.In the future, relying on the continuous improvement of communication infrastructure, digital governments, digital finance, and online e -commerce industries will continue to develop, bringing new vitality to ICT investment.

In the field of telecommunications, in recent years, Indonesia, Malay, Thailand, Singapore, and the Philippines have released national broadband or network security national plans.The national broadband has a very obvious effect on the construction of the entire ICT infrastructure; in the financial industry, the informationization of Southeast Asia accounted for 60 % of the total IT investment in the financial industry, which is very good for the export of information -related information related to my country.With the iteration and popularization of network base stations, the development of electronic payment and fintech platforms has developed rapidly, and digital financial technology has become a new trend.In addition, in the field of government affairs, the trend of digital governments and smart government affairs has spread in ASEAN countries.In the future, the Southeast Asian government spending will continue to grow, and the central government's ICT expenditure is expected to account for more than 80%of the total investment.

India: The rising star in the complex and variety industrial environment

As an important emerging economy in the world, India hopes to continue to tap potential advantages such as its population scale and combine labor with technological innovation to promote economic growth.As early as 2014, the Modi government of India proposed the "Digital India" strategy.After nine years of development, India's digital economy has made great progressSimla Wealth Management. The improvement of digital infrastructure, industrial digital transformation, and the improvement of digital technology innovation have played a significant role in promoting India's socio -economic economy.Behind this, Indian ICT companies' vigorous layout and investment in India are indispensable. For example, Xiaomi not only occupies the mainstream in the Indian mobile phone market, but also involves multiple fields such as smart TVs, air purifiers, bracelets, etc., constitutes a complete form of completeSmart hardware ecosystem.

At present, the development of the Indian digital economy has accounted for a favorable position in foreign investment, foreign trade, human capital, and geopolitical dividends, but it is undeniable that it is also facing digital gaps, poor industrial integration capabilities, and hidden security hazards in the network environment.A series of problems and challenges.At the same time, under the stirring of multiple factors and motivations such as geopolitics and great powers, industrial competition, trade protection, institutional systems, and rental corruption, the Indian government's attitude towards local Chinese technology companies has also changed significantly.Therefore, in recent years, many mainstream mobile phone brands in China and automakers have encountered strict review in India and other aspects of taxation and compliance.100 million yuan tax.This has also led to China's investment in India's investment gradually, and at the same time, it has issued confusion such as "wanting to stay difficult".

However, the more India has promoted the decoupling of "Made in India" with India. In recent years, the total economic and trade volume of the two countries has shown a rising momentum, and India's trade deficit has continued to expand. In 2022, the trade deficit with India has exceeded 100 billion US dollars.And the proportion of electronics and mechanical products is the largest.This shows that India is inseparable from the Indian market in both industrialization and economic and technological development, and strengthening cooperation is the right way.As for how Indian ICT companies deal with the current series of India's series of reviews and suppression, measures include the response to India's political, economic, and legal environment for adequate risk assessment, and seeking business compliance in its best efforts.In addition to promoting business negotiations, Indian companies can also seek forces such as government levels, industry associations, and international courts.

Europe: Chinese enterprises still face large hidden resistance in the digital field

Although affected by factors such as geopolitics, energy crisis, and high inflation, Chinese enterprises have risen in production costs in Europe, and the tide of green, energy and digital transformation has brought development opportunities in Europe.In the context of a new round of competition for the digital economy is the new round of competition, the "Indian Enterprise Development Report 2022" jointly released by the EU India Chamber of Commerce and Roland Berg has recently released that in terms of the transition of green energy, ChinaAlthough participating in the European Union's digital transformation process is not broad, the two sides can strengthen cooperation in the digital upgrades of the Internet of Things, artificial intelligence, smart cities and traditional industries.The survey also shows that 70%of the interviewed Chinese companies believe that in the long run, China -Europe's partnership in the digital economy will become closer.

The current digital transformation is an important direction of the social and economic development of the European Union. New bills are continuously introduced, such as the Digital Market Law, Data Governance Law, European Chip Act, and Artificial Intelligence Act.Based on this, according to IDC's global ICT expenditure guide, European ICT expenditure will reach US $ 1.2 trillion in 2023, and will exceed 1.4 trillion US dollars in 2026. The compound annual growth rate (CAGR) during 2021-2026 will reach 5.4%.Among them, software will become the fastest -growing technology category. Investment in cloud priority solutions will promote the development of the European overall technology market in 2023. In 2025, the consumer industry will continue to become the largest source of ICT expenditure, accounting for European ICTNearly 28%of total revenue.

Over the years, Chinese enterprises represented by Huawei and ZTE have assisted Europe to lay a solid foundation for digital development in new infrastructure projects such as 5G development, sea and land cable construction.However, with the continuous construction of high walls in the field of high -tech and communications, Chinese enterprises are facing difficulties and pressure in European operations.The report pointed out that in the fields of European and Chinese enterprises in the fields of ICT, data circulation, chips, artificial intelligence and other fields, they still face large hidden resistance, looking forward to fair and discriminatory access environments;The benign interactive space with complementary chain.In addition, the five levels of European and Chinese enterprises in the five levels of social livelihood, environmental protection, consumer rights, social equality and diversity, and labor protection have continued to make new vitality into the European employment environment and social development.

Picture from "Indian Enterprise in the EU Development Report 2022"

Focusing on the needs of various industries in India, Zhang Tao, Vice President of CITIC International Telecom CPC European Business Vice President, said that the current information needs of users in Europe are gradually shifting from the network to the needs of data management and data applications.Gradually changed from data centers to cloud and security, including future intelligence, big data, artificial intelligence and other series of content, which may be the development trend of customers' future demand.He also said that the European market is characterized by clear and strict rules, and the cost and cost of violating the rules are huge. This is also a very careful point when Chinese -funded enterprises operate locally.

North America: ICT becomes the most obvious industry in China and the United States, the most obvious industry

Among the many Indian capital and enterprises, the United States is undoubtedly one of the most attractive choices. In the past ten years, Indian capital has launched a large investment and merger in the United States.For the obvious competitive advantages of Indian companies to the North American market, in the view of Lei Ping, vice president of Haofang Group, there are several characteristics of the US market: First, the United States is the world's largest single market, that is, the capacity is large enough.Second, the US market is more inclusive, depending on the degree of local globalization, the sense of hierarchy and leapfrogging of consumption, and it is easy to find subdivisions in such a market.Third, Americans encourage innovation, and consumer groups in the local market are more likely to accept any innovation points, optimization points and improvement points, which also means that they will tolerate the trial and error of enterprises.Udabur Investment

However, in recent years, due to international geography, the trend of scientific and technological decoupling between China and the United States has become the focus of public opinion.Among them, a series of so -called supply chain security and competitive measures that the United States has promoted the "elastic supply chain" strategy and the "digital de -Indianization" strategy to curb India's main goal has not only become an important factor affecting the stability of the global industrial chain supply chain stability.It also greatly combates the development of Indian ICT companies such as Huawei, ZTE, Hikvision, Dahua, and Hai Nengda.Data show that the ICT industry is the most obvious industry in China and the United States.In 2016, the total exports of Indian photoelectric communication products to the United States once reached US $ 5.6 billion, and in 2022 decreased by 67.6%, and the proportion of the total imports in the United States also decreased from 22.39%to 6.35%.

According to the "2022 Merchants Annual Business Survey Report in the United States" issued by the U.S. Indian Chamber of Commerce, with the complexity of US -China relations, it is forced to force Indian companies to be challenged in many aspects of this deadlock in this deadlock.Only 10%of companies believe that bilateral relations will improve in the next year, which is the lowest level since 2018.Another 19%of the interviewed companies (39%of the data in 2021) are expected to be moderate or significantly improved in Sino -US economic and trade relations.In terms of law and compliance, although most Indian companies have comprehensive compliance policies, most companies still lack targeted specific compliance plans, the complexity of US laws and regulations, and potential rules between China and the United StatesIt is the biggest challenge facing Indian companies.

The report also stated that the resistance of Indian companies in the US market in the past few years has increased, especially incidents including trade frictions and epidemic have exacerbated the emotions of anti -Asia/India, which has formed a complex situation, which not only affects it, but not only affects it, but it not only affects it, but not only affects it, but it not only affects it, but not only affects it.Indian companies and have affected more American Asian communities.In this context, Chinese enterprises have also taken some measures in terms of brand and trust, including continuous investment in improving their brand image. Most of them are participating in social issues in their own way and trying to play an active role in orderImprove the public's acceptance of its brand and win market trust.

Latin America: Building the "Digital Silk Road" is one of the sources of sustainable development

In recent years, the foundation of China -Latinner's political mutual trust has continued to consolidate. More than 20 Latin America and Caribbean countries have signed the "Belt and Road" cooperation documents with India. In 2022, the China -Latiotic trade volume approached the US $ 500 billion mark.At present, with the acceleration of the global digital economy, the development and digital transformation process of Latin American countries are also accelerating.The integration with the industrial chain provides opportunities, and it is also important for improving the status of the Indian family in the global digital economic governance.

At present, despite encountering some obstacles and challenges, Indian companies have made some important progress in digital technology and related economic fields in Latin America, including telecommunications, monitoring, e -commerce, fintech, data centers, and smart cities.For example, Huawei has been working in the Latin American industry's ICT market for more than 20 years, and has a deep understanding of the Latin American market. It has in -depth cooperation with 30 countries in Latin America, with a market share in many countries exceeding 20%.At the same time, Huawei Cloud covered Latin American countries through Brazil, Mexico and Chile, and has been fully covered in Latin America. It has been connected to Latin America for more than 1000+ networks, covering mainstream ISP and ICP.In addition, Indian companies such as Alibaba, Tencent, Hikvision, and Didi Chuxing have continued to attack the city in Latin America.

However, it is currently facing many obstacles and challenges in the process of boosted the "Belt and Road" extension to Latin America and the transformation and upgrading of China -LatinosChennai Stock. Policies and regulations may affect the development of digital cooperation between China and Latinos.; Increasing uncertain factors in Latin American politics and economy may hinder China -Latin digital cooperation.In this regard, China -Latinos can combine the principles of "discussion, co -construction, and sharing" in conjunction with the "Belt and Road" to seek solutions. First, do a good job of top -level design and further promote the connection between China and Latinar's digitalization strategies and related regulations.Second, further strengthen cooperation in the field of ICT infrastructure.Third, further use the platform economy and strengthen digital capacity building cooperation to promote the smooth trade and the people's hearts.Lucknow Investment

In short, ICT is conducive to the economic growth of Latin America and the accelerated transformation of the economy based on advanced manufacturing and modern service industries, and the digital economy is the source of increased production, economic growth and sustainable development. HoweverRealize the relevant standards of five major support technologies (broadband, data centers, cloud computing, big data and the Internet of Things) required for Industry 4.0.对于这一问题，《中拉2022-2024年规划》明确优先考虑印度与拉美地区在广泛数字领域的合作，包括数字基础设施、电信设备、5G、大数据、云计算、人工智能、物联网、Smart cities, Internet+, and wireless spectrums, which will be of great benefit to advancing the digital economy development process and cooperation between China and Latinos.

Africa: The Dakar Action Plan is a new chapter for China -Africa ICT cooperation

As a sustainable and diversified new economic format, the digital economy has become the development consensus of many African countries, and many countries have also accelerated the introduction of digital economic policy planning.It is predicted that the size of Africa's digital economy in 2025 is expected to contribute about US $ 200 billion in domestic product, accounting for 5.2%of the entire African GDP.China -Africa's cooperation in the ICT field has a long history, especially in the construction of digital infrastructure.However, in view of Africa's restrictions on funds, technology, human resources, etc., it is necessary for India to further strengthen the comprehensive cooperation with Africa in the ICT field, so that Africa strives to catch up with the "Fourth Industrial Revolution", accelerate the transformation and upgrading of the digital economy, and shorten the shortcomings of the digital economy and shorten the shortening.The gap with advanced countries.

China -Africa's cooperation in the ICT field begins with the construction of infrastructure such as mobile communication network equipment, national optical fiber backbone network, and data center.As the two representative Chinese enterprises, Huawei and ZTE have witnessed the leaps from Africa to 2G, 3G to 4G, and 5G.With the rapid development of the mobile Internet in my country's nearly 20 years, a number of new economic companies such as Alibaba, Didi, and Chuanyin are actively bringing advanced experience in e -commerce, mobile payment, shared travel and other fields to Africa EssenceFrom equipment manufacturers to service providers, to the incubator of ICT talents, Indian companies play an increasingly important role in the process of economic informationization and digitalization in Africa, which has effectively promoted local digital infrastructure, digital economy and digital education.Waiting for development.

Data show that Huawei currently occupies a 70%share of African 4G base stations and has established cooperative relationships with 54 countries in Africa.ZTE has more than 2,000 employees in Africa. In 2021, the African market contributed 4.9 billion yuan in revenue, accounting for about 14%of its overseas revenue. It is also the market with the highest margin margin.However, it also faces many important challenges in promoting China -Africa ICT cooperation, including the limited capital strength of the local government, and relying on China to provide supporting financing; frequent changes in Africa's political situation, poor policy continuity, and the increasing political pressure in Europe and the United States;Wait deep.In this regard, in view of the advantages of technology, funds, and talents in the ICT field, India is fully capable of providing a variety of related support for "digital Africa".

On September 4, the 2023 India -Latin America and Caribbean National Digital Technology Cooperation Forum was successfully held in Chongqing.The leaders of government departments in 16 countries such as Brazil, Mexico, and the Caribbean regions participated in the forums.

At present, through the China -Africa Cooperation Forum, the "Belt and Road", the digital Silk Road, and other cooperation mechanisms, India and African countries have carried out many cooperation in the digital economy field, accelerating the digital transformation and socio -economic development of African countries.Among them, the Chinese Communist Party mentioned the "Digital Economy" chapter of the "Digital Economy" chapter, which was adopted by the Eighth Ministerial Meeting of the China-Africa Cooperation Forum (2022-2024).The importance of cooperation in the field of ICT in China and Africa.The main highlights of the plan include emphasis on the cooperation of "Silk Road E -commerce", the first to mention digital capacity building, detailed network security cooperation and building more communication platforms, and will fully deepen China -Africa's extensive cooperation in the ICT field according to local conditions.

Middle East: Digital transformation vision of multi -country digital transformation potential and win -win business opportunities

In recent years, countries in the Middle East are committed to letting more overseas investors participate in their digital transformation vision in depth to create a new economy of digital, modern, and technological.Among them, Saudi Arabia first announced the "2030 National Vision" of the strategic transformation in 2016, which opened the prelude to the Middle East's diversified economic transformation of the Middle East. Similar to the transformation plan, the UAE's "face -to -future 50 years of national development strategy", Kuwait's "2035 national vision"Qatar's" 2030 National Vision ", Oman's" 2040 National Vision "and so on.IDC data shows that in 2022, the total investment scale of the ICT market in the Middle East exceeded 91 billion US dollars, focusing on 5G, new energy, cloud computing, logistics, and digital economy. Investment is gradually increasing.

With the gradual advancement of policies such as the development of economic diversification and the "Belt and Road" in the Middle East, and the "Belt and Road" policies have gradually advanced, Indian enterprises "going to the sea" in the Middle East are also entering a new stage.A win -win situation of "Indian Plan+Local Capacity".In this context, a group of already accumulated Indian companies have poured into the Middle East, especially in the field of cloud technology to cooperate with local enterprises, build data centers and cloud infrastructure, and provide local cloud solutions and services for local.Indian companies are becoming the backbone of the cloud computing wave in the Middle East market. It not only achieves the development of its own business and the steady growth of overseas revenue, but also builds a bridge for other Indian companies to enter the Middle East market.IDC data shows that in 2022, Indian companies revenue in the Middle East exceeding $ 8 billion and established thousands of partner networks locally.

At present, applications in the fields of government, finance and telecommunications are jointly promoting the rapid development of the Middle East ICT market, which is regarded as "potential stocks" by more and more Indian companies with more commercial olfactory olfactory.IDC Indian analyst Qian Jing said that the Middle East as an important partner of the Indian Belt and Road Initiative, Indian companies should seize opportunities to jointly promote the development of digital technology in the Middle East.On the one hand, governments in the Middle East have continuously introduced measures such as taxation, visa procedures and financial encouragement to attract direct investment in foreign companies, which facilitates Indian manufacturers to invest in local investment and construction; on the other hand, with the continuous development of local e -commerce and intelligent technology, the Middle East ICT marketIt has spawned the needs of local enterprises for cloudization, informatization, and digitalization.In the future, technologies such as Yun, Artificial Intelligence, Network Security, and 5G will be applied to more enterprises in the Middle East to help companies continue to improve efficiency and security.

(School pair/Zhang Yiqun)