**Tata Electronics Emerges as a Major Beneficiary of Apple’s Manufacturing Diversification Strategy**
Tata Electronics has become a significant beneficiary of Apple’s manufacturing diversification, with shipments of iPhones to the United States accounting for nearly 37 percent of the company’s revenue in FY25. This revenue exceeded Rs. 23,112 crore, according to a report by *The Economic Times*. This substantial contribution from the US market highlights the strategic importance of the Tata Group’s partnership with Apple and underscores India’s expanding role in global iPhone manufacturing.
Apple’s move to diversify production away from China amid ongoing global trade tensions has played a key role in this shift, positioning Tata Electronics as a crucial player in the supply chain.
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### Record Financial Performance
In FY25, Tata Electronics posted an impressive Rs. 66,601 crore in revenue, making it a major new contributor to the Tata Group’s overall topline of Rs. 1.53 lakh crore. The company’s rapid growth is further evidenced by a staggering ninefold increase in revenue year-over-year.
Among its various markets, the US remains the most lucrative destination for Tata Electronics’ iPhone shipments, contributing the largest share of revenue in the last financial year.
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### Manufacturing Scale and Market Position
Tata Electronics currently commands a 26 percent share of India’s iPhone production. The company also experienced a 63 percent increase in direct employment at its iPhone assembly operations, expanding its workforce from 19,000 in 2023 to 31,000 in 2025.
As Apple’s only Indian supplier, Tata Electronics aims to become a global leader in electronics manufacturing. With three manufacturing facilities operating at scale, the company is positioned to challenge established global players such as Foxconn.
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### Strategic Expansion and Production Milestones
Tata Electronics has been aggressively expanding its iPhone assembly capabilities. Notably, the company has commenced assembly of the latest iPhone 16 and iPhone 16e models at its Hosur facility. This move signals Tata Electronics’ intent to become a significant player in the mainstream smartphone supply chain—a field currently dominated by Taiwanese giants like Foxconn.
In 2024, Tata Electronics achieved remarkable milestones, including a 180 percent increase in iPhone production and a 125 percent surge in exports, showcasing the company’s rapid scaling capabilities.
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### Export Performance and Role in the Global Supply Chain
In March 2025 alone, Apple shipped nearly $2 billion worth of iPhones from India to the US, with both Tata Electronics and Foxconn setting monthly shipment records. This production ramp-up in India is part of Apple’s strategy to avoid tariffs and capitalize on cost efficiencies. Approximately 600 tonnes of iPhones valued at $2 billion were shipped to the United States in this period.
India’s share of total iPhone shipments is projected to rise to 20-25 percent in 2025, up from 12-14 percent last year. Tata Electronics is playing a pivotal role in supporting this expansion.
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### Strategic Acquisitions and Growth Drivers
A major driver behind Tata Electronics’ rapid growth is its acquisition of the Wistron Infocomm Manufacturing India plant near Bengaluru, a key assembly site for Apple’s iPhones. This strategic acquisition has significantly boosted the company’s production capacity and revenue.
Tata Electronics’ success in the iPhone manufacturing sector aligns perfectly with Apple’s strategy to reduce reliance on China and build a robust manufacturing ecosystem in India. With the US market offering the highest returns, Tata Electronics is well-positioned to capitalize on the rising global demand for India-manufactured iPhones.
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Tata Electronics’ remarkable performance reflects not only its operational excellence but also the broader shift in global manufacturing dynamics—one driven by diversification, innovation, and strategic partnerships.
https://www.freepressjournal.in/tech/tata-electronics-gains-massively-from-apples-india-manufacturing-push-us-iphone-shipments-record-37-revenue-share