TATA MOTORS has been indulging in the business of automobile manufacturing since 1945. Mahindra and Mahindra have been developing vehicles for the country for the last 77 years. Bajaj Auto came into existence in the year 1945 and there are many such renowned companies involved in the manufacturing of internal combustion-based vehicles in our country.

The latest company involved in the business of automobile manufacturing was Hero Motocorp which came into existence with the name Hero Honda. Hero Honda started manufacturing automobiles in our country in the year 1984 with all these facts. Over the past 38-40 years not a single new automobile company has evolved in India which develops vehicles based on engines with Internal Combustion, this thing is happening not only in India. In Japan too, the last company which evolved as an automobile manufacturer was Honda which came into existence in the year 1946 the same goes for other countries as well believe me or not Jeep is the latest automobile manufacturing company in America that came into operation in the year 194. There is a thing common to all automobile manufacturing countries which manufacture ample amounts of vehicles for the past 50-70 years. No new company has come into existence that manufactures vehicles based on ICE Engines. And there are some solid reasons behind this fact.

A new trend that is linked to Electric Vehicles

But we all can experience a new trend that is linked to Electric Vehicles. On one side, no new ICE-based vehicle manufacturer could be observed for the past many years in the whole world. On the other side, many new EV manufacturing brands are evolving. Especially Electric Scooters, Newer brands are based in such countries which evolved as a dark horse. But if I get specific to India. The evolution of EV manufacturers in India is as prominent as the foreign countries or maybe manifolds more than the foreign countries. India has evolved as the epicenter of two-wheeler EV manufacturers and there is an estimation that there are 25-30 such two-wheeler EV manufacturers in India, An estimate is done because there are many two-wheeler EV manufacturers which are developing EVs on a very small scale. Not much information is available about these companies on the Internet. Neither of their websites gives any solid information. Now the point to note is how does this happen? Because for the past many years, no new conventional automobile manufacturer has evolved in our country. 

Whereas many new EV manufacturers have come into existence in the past 5-10 years in India. There are two possible answers to this question the first answer is the manufacturing of EVs is very simpler than the manufacturing of ICE Engine based vehicles. And the second answer is, Chinese Imports it can be observed in India that many EV manufacturers are developing their EV products which are derived from Chinese EVs, therefore, you would get to know this in the future.

Rebaging the Chinese EVs

Which of the EV manufacturers is rebadging the Chinese EVs and how could the Chinese brands capture the Indian EV market through such activities Which happened earlier in the Indian Smartphone Market you would also get to know about the EV manufacturers which are fully developing EVs in India on their own. Before getting specific to India We should understand, Why is the manufacturing of EVs very simple than the manufacturing of an IC Engine based vehicle?

Due to this, the Indian EV market has been crowded with many new brands. Many of you must be aware of the fact that a conventional two-wheeler or four-wheeler consists of pistons in its Engine's moves due to controlled combustion. But this alone is not enough for the operation of a car. This vertical motion is converted into rotational motion through the crankshaft and then the rotation of the wheels is done through many rotating parts in between. For the operation of an ICE Engine based vehicle, many things rotate like gears, clutch, flywheel, and many types of pulleys facilitate the operation of the air conditioning system and liquid cooling system of a car timing chains, etc.

Complexities between Convention ICE Engine and Electric Vehicles

A conventional car consists of around 200 parts that facilitate the smooth operation of a car all the parts which have mentioned differ from Engine to Engine. The size of these parts also depends on the size of the car. If any part is not of the appropriate shape or size then the car would not run smoothly, therefore, the manufacturing of any ICE Engine based vehicle requires a lot of Research and Development. 

A two-wheeler does not have as many parts as a four-wheeler. But still, its manufacturing is quite challenging due to the complexity of the manufacturing of ICE Engine-based vehicles. We observed that when Indian automobile manufacturers started manufacturing vehicles then either they used to outsource the Engines or they used to develop the Engine in collaboration with foreign countries. "Hero-Honda" Due to this complexity in the manufacturing of ICE Engine based vehicles, No new conventional automobile company has evolved not only in India but the whole world for the past many years. 

While the operation of EVs requires the use of very less key components and if we get specific to the Electric Two-Wheelers, Then the amount of components is only around 5 to 7 like motors, controllers, batteries, etc.

Import of Batteries from China, Korea, or Japan

The motors are the parts of EVs that move in actuality the manufacturing of EVs seems to be very simple from this perspective. Comparatively, the manufacturing of EVs is very simple but the manufacturing of one component is still very complex and that is battery cells therefore almost every Indian two-wheeler EV manufacturer imports battery cells from China, Korea, or Japan. But if we get specific to the Indian EV storm then the role of innovation and Research and Development in India is not as prominent as that in China.

The Monopoly of China in Two Wheeler EVs

China has a monopoly in the manufacturing of two-wheeler EVs. China is producing almost 4 crore Electric Scooters per year. This huge amount of Electric Scooters, which are getting manufactured in China are not only sold in China but also in foreign countries. And this is done in two ways either the Chinese manufacturers sell their Electric Scooters with the original brand name or many OEMs in China produce these electric scooters in bulk and sell these Scooters in the wholesale market not only this, these OEMs do some changes to the power configuration and looks. As per the demand and then many foreign companies buy the knockdown form of these EVs from these Chinese OEMs and then these companies sell these EVs in their respective countries by assembling them with their own brand name and logo. A similar could be observed in India on a very large scale many new EV makers have evolved in India and many such people have jumped into the business of EVs.

Which do not belong to the manufacturing or tech field directly Like Evolet India is operated by defense veterans and many such small and unconventional named EV manufacturers are visible in India. Like Kabira Mobility, Komaki, Nij Automotive, Zelta, Etc many Chinese EVs are getting sold in India with the logo of Indian Brands and a very weird thing could also be observed in this and that is, many Indian EV manufacturers are rebadging only these four Chinese Electric Scooters. We found this thread from TEAM BHP in my research which claims that these 22-23 EV manufacturers are rebadging these four Chinese Electric Scooters. But I did not blindly trust this thread and tried to research it on my own and then I found that this fact was almost correct.

Many EV manufacturers are developing Scooters that look like these Scooters and the copied version of Vespa is visible on many brands. One could assume that the brands which are doing so are very small companies with the least expectations. Many EV manufacturers do not have a team of more than 50 people. But what about the big bulls? According to a report from July 2022, these are the top 10 Electric Scooters manufacturers in India.

The downfall of Micromax and the rise of Revolt

But unfortunately, many manufacturers of these are also selling electric scooters which are fully developed in China you might have heard about the smartphone brand Micromax that used to outplay Samsung in terms of smartphone sales in India. Now it is very difficult to find a Micromax Smartphone in the market but its co-founder Rahul Sharma started a new company recently with the name Revolt that manufactures an electric motorcycle RV-400 and Revolt is the 7th largest two-wheeler EV seller in India. Rahul Sharma found a new and very profitable means of developing this Motorcycle and that is, Revolt does not manufacture this motorcycle on its own. This motorcycle is the Rebadged Version of a Chinese Motorcycle from the Chinese Brand Super Soco. Micromax too used to operate in a similar fashion Micromax used to provide bulk orders to the Chinese OEMs and thus the smartphones of Micromax used to be manufactured in China.

Case Study of Electric Scooter Brand Okinawa 

Many EV manufacturers accept this fact with no shame that they are selling the Rebadged version of Chinese Two-Wheelers. Many of you might have heard about the Electric Scooter brand Okinawa This is an Indian brand that sounds like any Japanese brand. This brand is based in Gurgaon, India, and today, Okinawa is the 2nd largest electric two-wheeler manufacturer in India. Autocar was the first magazine to publish about Okinawa in the year 2017. It was mentioned in the article that Okinawa was selling a scooter with its brand name but that scooter was manufactured by a Chinese brand Luyuan. At that time many EV manufacturers were operating similarly. But Okinawa had something unique. 

Okinawa claimed that they have fully developed this scooter in India on their own Next similar article by Autocar was published in the year 2020. This time they found that the latest Cruiser E-Scooter from Okinawa again resembled a scooter manufactured by Luyuan. But again Okinawa claimed that even this scooter is in-house designed and developed by them and again in the year 2022, Autocar published a similar article about Okinawa. Every scooter from Okinawa resembles the scooters manufactured by the Chinese brand Luyuan. The brand logo of Okinawa also resembles the brand logo of Luyuan. 

The two brand logo only differs in their colors, one more thing was found in this article. One scooter from Hero Electric which is the largest Electric Scooter manufacturer in India also resembles a Chinese Electric Scooter and there might be more such scooters of which I am not aware it is not at all illegal to sell Chinese products in India.

Smartphone market pattern in India

Despite being totally legal, this operating model has a drawback you must be aware of the fact that how big were smartphone makers like Micromax, Lava, and Karbon during some time? But then came a period when Chinese smartphone brands like Xiaomi, Vivo, and Oppo entered the Indian market. These Chinese brands brought cheaper and more advanced smartphones to the Indian market. Due to this, the Indian manufacturers lost their market this happened because these Indian brands used to manufacture smartphones through Chinese OEMs and used to sell them in the Indian market when the big Chinese smartphone brands entered the Indian market. Then the Indian smartphone brands were neither technologically advanced enough nor these Indian brands had any Research and Development facilities to compete with the Chinese brands.

The EV market in India

A similar scenario can be observed in the Indian EV market. Chinese EV brands are trying to understand the Indian EV market through Indian EV brands and when they would gather enough information, then the Chinese EV brands would launch their own highly advanced and cheaper Electric Scooters in India and these Scooters sold only by the Indian brand Logo would extinct from the Indian market.

These Indian Startups are working on Electric Motorcycles in INDIA

Many Indian Electric Two Wheelers brands are working very hard and ground up developing advanced Electric Scooters in India. Like Ather Electric which does not require any introduction, Revamp Motors is developing Electric Scooters for Micro-Entrepreneurs Ultraviolette Automotive that is developing a lightning-fast Electric Motorcycle. Ola Electric is working very hard to develop an Indian Futuristic Electric car. There are 9-10 Indian Startups that are fully developing their products in India and these startups would lead the Indian EV market in the future would compete neck to neck with the Chinese brands.

If you have found this article interesting write in the comment section. What do you feel about this Indian Electric Scooters Scenario?