Apple's expansion of iPhone manufacturing in India has significantly benefited Tata Electronics, which has become a major supplier for the US market, with US shipments making up nearly 37% of Tata's FY25 revenue, totaling over ₹23,112 crore.

Tata Electronics has strengthened its position through strategic acquisitions, including Wistron’s facility in March 2024 and a 60% stake in Pegatron Technology India for Rs 1,650 crore in January, leading to notable growth.

Pegatron Technology India, now Tata Electronics Products and Solutions, reported an 84% revenue increase to ₹34,264 crore in FY25, though profit growth was modest at 1%, reaching ₹633 crore.

Tata's manufacturing capacity is projected to produce up to 50% of India’s total iPhone output over the next two years, supported by facilities in Tamil Nadu and collaborations with Foxconn.

While India’s role in Apple’s supply chain is expanding, the company faces delays in launching the new iPhone Air in China due to pending eSIM approval, with the release date now uncertain after initially being scheduled for September 19.

Apple is working with Chinese regulators to resolve the eSIM approval delay, which affects major Chinese telecom operators like China Mobile, China Telecom, and China Unicom, with China Unicom being the most prepared for eSIM support.

Tata Electronics' export markets are globally diversified, with Ireland contributing 23%, Taiwan 15%, and India itself 20%, highlighting its broad international footprint.

Beyond the US, Tata Electronics earns 23% of its revenue from Ireland and 15% from Taiwan, alongside 20% from domestic Indian exports, emphasizing its global reach.

Ireland and Taiwan are key revenue sources for Tata Electronics, with Ireland accounting for 23% and Taiwan 15%, complemented by 20% from India.

Consumers in China are frustrated due to delays in launching the new iPhone Air, as regulatory approval for eSIM technology remains pending, preventing local eSIM activation for iPhones bought abroad.