Over 70% of iPhones sold in the US are made in India, reshaping global tech supply, as per Counterpoint Research.
The Tata Group is scaling up its presence in electronics manufacturing, committing an additional ₹150 billion to the business as it sharpens its focus on iPhone production and allied components in India, as per its updated regulatory filing with the Registrar of Companies.
The fresh investment underscores Tata’s ambition to become a major global electronics manufacturing player, with Apple’s supply chain emerging as a central pillar of its strategy.
According to industry estimates, Tata Sons has already invested around ₹450 billion in its electronics and semiconductor ventures. The latest infusion will support expansion across assembly, precision manufacturing and backward integration, as well as investments in tooling, automation and supply chain capabilities. The move comes as Apple accelerates the diversification of its manufacturing base beyond China, with India playing an increasingly critical role.
Tata’s electronics push spans multiple group entities, including Tata Electronics, which has taken over iPhone assembly operations previously run by Wistron in Karnataka and is expanding facilities in Tamil Nadu. The group is also strengthening its capabilities in enclosures, components and potentially semiconductor manufacturing, aiming to capture more value across the electronics stack.
The strategy reflects a broader shift within Indian manufacturing, driven by government incentives and rising global interest in India as a production hub. For Tata, the electronics business is emerging as a long term growth engine alongside its traditional strengths in steel, automobiles and IT services.
