Tata Electronics Acquires Apple Supplier Justech

Tata Electronics has made a major move in the tech manufacturing space, acquiring the India operations of Justech, a precision machinery supplier for Apple, in a deal worth nearly $100 million. Justech, originally based in China, has been supplying Apple since 2008, and its India unit, set up in Tamil Nadu in 2019, is now fully owned by Tata Electronics.

This acquisition comes as Tata Electronics ramps up iPhone assembly in India. Earlier in 2025, the company also acquired a 60% stake in Pegatron’s India plant, another key supplier for Apple. Tata had started assembling iPhones in India in 2023, and with Apple planning to shift all US-bound iPhone production to India by 2026, Tata’s role in the supply chain is set to grow significantly.

Currently, Foxconn handles two-thirds of iPhone production in India, while Tata manages the remaining one-third. However, this balance is expected to shift as Tata expands its manufacturing capacity in Tamil Nadu and Karnataka. Apple’s move to India is driven by global supply chain risks, tariffs, and geopolitical tensions, making India an increasingly important hub for iPhone production.

With this acquisition, India’s share of iPhone manufacturing is expected to rise from 20% to 26% by the end of 2025, marking a significant milestone in the country’s emergence as a major global manufacturing center. Tata’s investment and expansion also align with India’s broader “Make in India” initiative, aimed at boosting local manufacturing and reducing dependency on imports.

Analysts note that Tata Electronics’ growing footprint in iPhone production is a strategic win. The company now controls critical machinery and assembly processes, strengthening its position as a key partner for Apple. Moreover, the expansion of production in Tamil Nadu and Karnataka will create more jobs, enhance technical expertise, and boost India’s exports of high-tech electronics.

This deal also signals a broader trend in global tech manufacturing: companies are moving critical production out of China due to trade tensions, rising labor costs, and supply chain vulnerabilities. India, with its skilled workforce, supportive policies, and growing infrastructure, is emerging as a preferred alternative.

For Apple, diversifying production outside China reduces risks and ensures smoother supply for global markets. For Tata Electronics, this acquisition not only expands its capabilities but also strengthens its strategic relationship with Apple, which is critical as iPhone demand continues to grow globally.

The move is expected to accelerate India’s status as a global tech manufacturing hub, potentially reshaping the global iPhone supply chain. Experts believe that as Tata scales up production, India could become the primary source of iPhones for the US market by 2026, giving the country a significant share in one of the world’s most valuable consumer electronics markets.

In summary, Tata Electronics’ acquisition of Justech’s India operations is a landmark step for both the company and India’s tech industry. It strengthens Tata’s manufacturing ecosystem, supports Apple’s strategic diversification, and reinforces India’s growing prominence as a global electronics hub.