Tata Electronics transforms from startup to major manufacturer with semiconductor ambitions

Tata Electronics has grown from zero revenue in 2020 to ₹1.31 trillion in 2025-26, now manufacturing 40-45 percent of iPhones assembled in India across three facilities while competing with Foxconn for Apple's business. The company is expanding beyond smartphone assembly into semiconductor manufacturing, with a USD 11 billion silicon foundry project in Gujarat scheduled for 2028 and a chip packaging facility in Assam expected to process 48 million units annually. These investments position Tata Electronics as a critical component of India's ambitions to build a domestic semiconductor ecosystem and reduce reliance on imports.

Tata Electronics' rapid scaling represents a remarkable industrial transformation. Beginning with minimal operations in 2020, the company strategically acquired existing manufacturing assets from competitors rather than building facilities from scratch, enabling it to quickly capture a substantial portion of Apple's Indian production orders. This acquisition strategy—securing Wistron's Karnataka site and later acquiring majority control of Pegatron's Tamil Nadu operations—positioned the company to command nearly half of India's iPhone manufacturing output within just five years.

The company's pivot toward semiconductor fabrication marks an ambitious shift into higher-value manufacturing. The planned facilities represent two distinct segments of chip production: the Gujarat foundry will handle chip design and fabrication at advanced nodes, while the Assam packaging facility will perform final assembly and testing services. Together, these projects could establish India with indigenous capacity across the semiconductor value chain, though both remain multi-year construction efforts with 2028 timelines.