(a) do we know which OEMs are buying from ST
STL’s FY 20 AR doesn’t mention anything but I guess their existing clientele will be among their initial set of customers, and STL does have a superb clientele.
(b) magnitude of sales and sales growth from this JV
FY 20 AR clearly calls out this JV as a “start-up” within the company – something they invested in to future-proof the company. In FY 20 the JV didn’t do much in terms of revenue because they are still in a start-up mode.
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( c) which are the other MCU manufacturers in India
EV Reporter says (taken from link above) that there are just 4 listed EV powertrain players in India:
(1) Varroc
(2) Bosch
(3) Sintercom
(4) Sterling GTake
Out of ones above Sintercom is not really into developing MCUs for EVs – so that leaves just three players.
(d) market size for MCUs in India?
Not able to find any relevant info for this.
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Sidebar: I looked up STL Gtake on LinkedIn and they have hired quite a few engineers with degree in Power Electronics and Automotive Engg. in the recent past (8 - 10 months).