Tata Electronics has emerged as one of the biggest beneficiaries of Apple’s growing presence in India. In the last financial year, the company earned close to ₹23,000 crore from exporting iPhones to the United States alone. This accounted for nearly 37% of its overall revenue. The strong numbers highlight how India has become a crucial part of Apple’s supply chain and how Tata Electronics is taking the lead in shaping that story.
Apple Shifts Production to India
For years, Apple’s iPhones were mostly manufactured in China. However, the tech giant has been gradually moving part of its production to India. The reasons are clear: reducing dependence on one country, tapping into India’s growing workforce, and making use of government incentives for local manufacturing. Many of the iPhones sold in the United States today are made in Indian factories, showing how far the country has come in just a few years.
Record Output Levels of Tata
Tata Electronics strengthened its position after taking over factories from global manufacturers like Wistron and Pegatron. These facilities gave Tata the scale it needed to meet Apple’s growing demand. With more plants under its control, the company has been able to push output to record levels. Its revenue has multiplied in just two years, moving from a modest base to tens of thousands of crores. Profits have also improved, though analysts point out that Tata is still investing heavily in integrating and expanding its manufacturing network, which keeps some costs high for now.
India as a production hub
The success of Tata Electronics is not just about one company. It reflects India’s changing role in the global electronics market. As more iPhones are made in India, thousands of jobs are being created on the factory floor. Local suppliers are finding opportunities to provide parts and services. Entire ecosystems are forming around these production hubs, boosting nearby economies and strengthening India’s claim as a global manufacturing destination. For young workers, this shift opens up careers in high-tech production, while for policymakers, it signals that India can compete on a global scale.
Impact on Supply Chains
For investors, Tata Electronics’ strong performance shows the power of having Apple as a client. A single global brand can transform the fortunes of an Indian company. For consumers, the shift may not change the look and feel of their iPhones, but it does influence how these devices are made and where they come from. Over time, as India continues to scale up production, there may even be an impact on prices and availability in certain markets.
Turning Point for India
Tata Electronics is expected to continue its upward journey as Apple increases its reliance on India for iPhone production. Industry experts believe this trend will only accelerate, with India likely to become one of the top iPhone-making nations in the world. For Tata, this means more growth, more jobs, and more influence in the global tech supply chain. For India, it represents a turning point in its ambition to become a true hub for advanced manufacturing.