Draft:Tata Electronics


Overview

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Tata Electronics Private Limited (TEPL) is an Indian electronics and semiconductor manufacturing company. Incorporated in 2020 as a wholly owned subsidiary of Tata Sons, it operates across multiple domains including Electronics Manufacturing Services (EMS), Semiconductor Assembly & Test, Semiconductor Foundry, and Design Services.[1][2]

History and Corporate Developments

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Tata Electronics expanded its iPhone assembly operations significantly in 2023–2024 through acquisitions: acquiring Wistron’s iPhone plant in Karnataka and securing a 60% stake in Pegatron’s Tamil Nadu facility, consolidating its position as one of Apple’s main India-based partners.[3][4]

Facilities and Production

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iPhone Assembly and Exports

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- In 2024, Tata Electronics achieved an approximate ₹40,000 crore turnover from iPhone production at its Narsapura (Karnataka) facility—a 180% increase over the previous year. It captured 26% of India's total iPhone assembly volume and accounted for 29% of India's iPhone exports.[5]

- By mid-2025, Tata’s production was responsible for 37% of India’s iPhone exports, reflecting its rapid scaling within Apple’s supply chain. During this period, 89% of Indian-made iPhones were shipped to the U.S., a significant increase from the previous year’s figure of 58%.[6]

Localization of Manufacturing Technology

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Tata has developed high-precision machinery for producing complex iPhone casings in-house, transitioning towards reducing reliance on imported equipment from China. These innovations were implemented at its Hosur facility, with plans to eventually export the technology.[7]

Semiconductor Initiatives

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Tata Electronics is a central player in India’s drive to establish a domestic semiconductor industry. It has partnered on the upcoming Dholera (Gujarat) semiconductor fabrication plant and announced plans for a large Assembly & Test facility in Jagiroad (Assam), with combined investments nearing ₹1 lakh crore (USD $12Bn).[8][9][10] These projects are seen as strategically important in reducing India’s reliance on imports for critical semiconductor components.

Significance in India's Semiconductor Story

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Industry observers highlight Tata Electronics as pivotal in India’s semiconductor ambitions. Apple’s growing reliance on Tata Electronics for iPhone production demonstrates India’s potential as an advanced electronics manufacturing hub, but also underlines the scale of the challenge in building out end-to-end chipmaking capabilities.[11] Analysts at the Financial Times and Reuters note that Tata’s semiconductor projects are the most ambitious in India to date, with government backing positioning the company as a cornerstone of the country’s strategic technology push.[12][8]

International Significance

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As of mid-2025, 15% of iPhones are produced in India, with projections to reach 25% by 2027. Tata Electronics, along with Foxconn, are key drivers of that growth in capacity.[12]

  1. ^ "India new semiconductor incentives package, US partnership". Mint. 10 September 2024. Retrieved 29 August 2025.
  2. ^ "TCS working with Tata Electronics to build India's first chips". Mint. 13 September 2024. Retrieved 29 August 2025.
  3. ^ "Tata Electronics acquires 60% stake in Pegatron Technology India". The Economic Times. 24 January 2025. Retrieved 29 August 2025.
  4. ^ "Tata to make iPhones in India after buying Wistron business". Reuters. 27 October 2023. Retrieved 29 August 2025.
  5. ^ "Tata Electronics captures 26% share of India's iPhone production". Business Standard. 14 January 2025. Retrieved 29 August 2025.
  6. ^ "Tata gains ground in Apple's supply chain as India-made iPhone exports climb in 2025". Moneycontrol. 16 June 2025. Retrieved 29 August 2025.
  7. ^ "Tata Electronics developing high-precision machines to build iPhone casings". Business Standard. 26 April 2024. Retrieved 29 August 2025.
  8. ^ a b "India approves three chipmaking units worth $15.2 bln". Reuters. 29 February 2024. Retrieved 29 August 2025.
  9. ^ "First Indian Fab: Tata Semiconductor Manufacturing Plant at Dholera". Tata Group. 29 February 2024. Retrieved 29 August 2025.
  10. ^ "India's bet on semiconductor". TOI. 13 August 2025. Retrieved 29 August 2025.
  11. ^ "Apple May Shift to Making US iPhones in India. It Won't Be Easy". Wired. 22 May 2024. Retrieved 29 August 2025.
  12. ^ a b "Apple's quiet pivot to India". Financial Times. 6 March 2024. Retrieved 29 August 2025.