In a strategic move to deepen its role in Apple’s global supply chain, Tata Electronics, a subsidiary of the Tata Group, has acquired the India operations of Justech Precision, a Chinese industrial automation firm and long-time supplier to Apple. The acquisition, valued at approximately $100 million, was finalized in August 2025 and publicly confirmed on October 14, marking a significant milestone in India’s ambitions to become a global electronics manufacturing hub.
Justech, headquartered in Kunshan, Jiangsu province, has supplied high-precision CNC equipment to Apple assemblers like Foxconn since 2008. Its India arm, located in Tamil Nadu, specializes in precision tooling and automation systems critical to smartphone assembly. The acquisition aligns with Tata’s broader strategy to localize Apple’s production ecosystem in India, especially as Apple aims to manufacture all iPhones for the U.S. market from India by end-2026.
🧠 Key Highlights of Tata Electronics–Justech India Deal
| Element | Details |
|---|---|
| Acquirer | Tata Electronics |
| Seller | Justech Precision (China) |
| Deal Value | $100 million |
| Location of Unit | Tamil Nadu, India |
| Strategic Purpose | Strengthen Apple supply chain, expand CNC capabilities |
| Deal Finalized | August 2025 |
| Public Confirmation | October 14, 2025 |
The transaction was advised by HSBC Bank and HDFC Bank, with regulatory approvals secured from the Department for Promotion of Industry and Internal Trade (DPIIT) and Ministry of Electronics and IT (MeitY).
📊 Timeline of Tata’s Apple Supply Chain Expansion
| Year | Milestone Description |
|---|---|
| 2022 | Tata begins iPhone casing production in Hosur |
| 2023 | Tata acquires Pegatron’s India stake |
| 2024 | Tata Electronics expands tooling and automation units |
| August 2025 | Justech India acquisition completed |
| October 2025 | Deal publicly confirmed |
Tata’s aggressive expansion is part of India’s Production Linked Incentive (PLI) scheme for electronics manufacturing, which offers tax benefits and infrastructure support.
🗣️ Reactions from Industry and Policy Circles
- MeitY Official: “This is a textbook example of Make in India scaling up.”
- Apple Supply Chain Analyst: “Tata is emerging as a credible alternative to Chinese vendors.”
- Tata Electronics Spokesperson: “We are committed to building world-class manufacturing capabilities.”
| Stakeholder Group | Reaction Summary |
|---|---|
| Electronics Industry | Applauded Tata’s vertical integration |
| Policy Makers | Highlighted India’s rising global role |
| Investors | Bullish on Tata’s electronics roadmap |
| Global OEMs | Watching India’s supply chain evolution |
The acquisition is expected to boost employment, technology transfer, and export capacity from India.
🧾 Strategic Value of Justech India Assets
| Asset Type | Description | Strategic Impact |
|---|---|---|
| CNC Machines | High-precision equipment for iPhone assembly | Reduces import dependency |
| Automation Systems | Robotic arms, conveyor modules | Enhances production efficiency |
| Tooling Infrastructure | Dies, molds, and jigs for smartphone components | Supports Apple’s design requirements |
| Skilled Workforce | Engineers and technicians trained in Apple protocols | Accelerates onboarding and output |
| Facility Location | Tamil Nadu industrial corridor | Proximity to Foxconn and Pegatron |
Tata plans to integrate Justech’s assets into its existing Hosur and Sriperumbudur operations by Q1 2026.
🧭 What to Watch in India’s Apple Manufacturing Push
- Tata–Apple Direct Assembly: Expected to begin by mid-2026
- PLI Phase 3 Rollout: New incentives for component makers
- Export Targets: $25 billion in smartphone exports by FY27
- Global Diversification: Apple reducing China dependency
India’s electronics sector is projected to grow at 18% CAGR, with Tata Electronics playing a pivotal role in reshaping the global supply chain.
Disclaimer
This news content is based on verified corporate disclosures, regulatory filings, and media reports as of October 15, 2025. It is intended for editorial use and public awareness. The information does not constitute investment advice, merger endorsement, or commercial valuation and adheres to ethical journalism standards.
