- The short: what changed in the iPhone 17 cycle
- Value-chain map: EMS, casings, optics, power, and peripherals
- Jobs & exports: state-wise view (TN, KA, AP)
- What’s next: localisation targets & gaps
The short
- New this cycle: Reports indicate all four iPhone 17 models are manufactured in India ahead of launch—an India-first for Pro variants.
- Foxconn Bengaluru: The new Devanahalli facility has begun iPhone 17 production, adding to Sriperumbudur lines.
- Tata Electronics: Now assembling iPhones and doubling Hosur enclosure capacity; also controls Pegatron’s India unit (60% stake).
- Casings & metals: Local machining expands via Tata (Hosur) and a new Hindalco chassis unit in AP.
- Camera modules: Still largely imported (LG Innotek, Sunny Optical) though India is scoping future localisation.
- Share of output: India’s contribution to global iPhone production is estimated in the mid-teens and rising in 2025.
Value-chain map: who does what (India focus)
| Stage | India nodes | Notes |
|---|---|---|
| EMS / Final Assembly |
|
iPhone 17 production started in BLR; Tata added iPhone 16 lines earlier and owns 60% of Pegatron India. |
| Enclosures / Casings (Metal) |
|
Tata doubling capacity; Foxconn adding enclosure capability; Hindalco adds aluminium chassis parts. |
| Optics / Camera Modules |
|
No confirmed India camera-module lines yet for this cycle. |
| Power, Chargers & Accessories |
|
Accessory ecosystem expanding capacity in TN corridors; Jabil adding a second facility. |
| Glass / Precision Components |
|
Part of the growing Sriperumbudur–Oragadam–Kancheepuram supply chain. |
Jobs & exports: where the numbers land
Tamil Nadu
- Biggest cluster: Foxconn (iPhone), Tata (assembly + enclosures), Pegatron (under Tata), Corning, Salcomp, Jabil.
- State exports leadership and new capacity adds in 2025.
Karnataka
- Foxconn Devanahalli: fresh iPhone 17 capacity + supplier sprawl north of BLR.
Export push India’s share of global iPhone output has moved into the mid-teens and is climbing in 2025 as 17-cycle lines localise earlier.
What to watch next (Q4 FY25 → FY26)
- Deeper BOM localisation: More enclosure and connector machining in TN; watch for first camera-module pilots in India.
- Supplier M&A: Post-Pegatron, further Tata consolidation possible in precision-machining and sub-assemblies.
- Foxconn cluster effects in BLR: Hiring spillovers into logistics & tooling vendors around Devanahalli.