Foxconn is in early discussions with the Uttar Pradesh government to establish a new electronics manufacturing unit in the state. The Uttar Pradesh administration, through its investment promotion arm Invest UP, has proposed 300 acres of land under the Yamuna Expressway Industrial Development Authority (YEIDA) for the project, according to people familiar with the matter.
The talks coincide with the final land allocation for the HCL-Foxconn joint venture, Vama Sundari, which has received 48 acres in Sector 28 of YEIDA. The joint venture plans an initial investment of INR 37.06 billion to build an outsourced semiconductor assembly and test (OSAT) facility, expected to generate about 4,000 jobs.
Foxconn is a major supplier for Apple Inc., which has significantly expanded its iPhone manufacturing in India. According to a Bloombergreport, Apple assembled USD 22 billion worth of iPhones in India in the fiscal year ending March 2025, representing a 60 percent year-on-year increase. Of this, USD 17.4 billion worth of iPhones were exported, as confirmed by India’s technology minister.
The bulk of Apple’s India-based iPhone production takes place at Foxconn’s facility in southern India. Tata Group, through its acquisition of Wistron Corp. and control of Pegatron Corp.’s operations, is also among the key suppliers.
The new Foxconn unit under discussion in Uttar Pradesh is not yet associated with any specific product line, and details on its intended output have not been disclosed. Sources have indicated that the discussions are still in the preliminary phase. Neither Foxconn nor the Uttar Pradesh government has provided official comments.
Apple now manufactures 20 percent of its iPhones in India. This shift forms part of a broader strategy to diversify production away from China, particularly after disruptions caused by COVID-19 lockdowns. Bloombergnoted that India-made iPhones will increasingly be prioritized for US customers.
India’s total mobile phone exports reached INR 2 trillion in FY 2024–25, marking a 55 percent increase from the previous year, according to the India Cellular and Electronics Association (ICEA). The overall value of mobile phone manufacturing in the country rose to INR 5.25 trillion in 2024-25 from INR 4.22 trillion in the previous fiscal year.
Multiple electronics manufacturers, including Samsung, Vivo, Oppo, Dixon, and Lava, have established production facilities in Uttar Pradesh, accounting for a significant share of the country’s smartphone output.