Tata Electronics has emerged as the key manufacturer in Apple's India-based supply chain, playing a central role in the tech giant’s strategy to reduce reliance on Chinese production. The company’s growing significance comes as Apple ramps up iPhone manufacturing in India to serve the U.S. market, where over 70% of iPhones sold are now made outside China.
According to a report by The Economic Times, shipments of iPhones to the United States accounted for almost 37 percent of Tata Electronics' revenue in FY25, generating over ₹23,112 crore. Tata Electronics Systems Solutions, which was previously the Wistron facility acquired in March 2024, recorded revenues of Rs 75,367 crore over the 15-month period ending in March 2025, compared to Rs 14,350 crore in 2023.
According to industry sources referenced by Bloomberg, Tata Group's manufacturing capacity is projected to contribute up to 50% of India's total iPhone production within the next two years. This growth involves Tata's plant in Hosur, Tamil Nadu, and Foxconn Technology Group's production center near Bangalore airport.
Rising US-China Tensions Push Apple to Expand iPhone Manufacturing in India
Amid the ongoing US-China trade tensions and tariff policies Implemented under the Trump administration, Apple's Iphone production has gotten a boost. iPhone exports from India totalled $7.5 billion during the four-month period beginning April 2025, representing significant acceleration from $17 billion exported during the entire previous fiscal year.
Apple CEO Tim Cook has pledged $600 billion in U.S. investments over the next four years, a move industry analysts interpret as part of efforts to secure continued tariff exemptions for iPhones made in India. Cook previously revealed that more than 70% of iPhones sold in the U.S. are now manufactured in India.
This shift in production aligns with Apple’s broader strategy to diversify its supply chain away from China, a transition accelerated by pandemic disruptions and escalating geopolitical risks. In India, Tata Group has emerged as the country’s sole player in Apple’s iPhone assembly network, competing closely with Taiwan-based Foxconn for manufacturing dominance.
