Sunday, December 21, 2025

Apple in early talks to assemble and package deal iPhone chips in India

Apple is reportedly in exploratory conversations with a minimum of one companion to doubtlessly deal with iPhone chip meeting and packaging in India for the primary time. Listed here are the main points.

Apple and India tighten their manufacturing ties

Based on The Financial Instances, Apple is in preliminary talks with CG Semi to assemble and package deal unspecified future iPhone chips.

CG Semi is a semiconductor firm in India, which has been constructing one of many nation’s first main outsourced semiconductor meeting and take a look at (OSAT) services.

Based on The Financial Instances, it’s presently unclear which chip CG Semi could be assembling and packaging:

“The businesses are within the very preliminary levels of dialogue,” one in every of [their sources] stated. “It isn’t clear what chips can be packaged out of the Sanand facility at this stage, however it’s going to probably be show chips.”

As The Financial Instances explains it, Apple’s iPhone OLED panels are sourced from Samsung Show, LG Show, and BOE. On the identical time, its show driver built-in circuit (DDIC) comes from Samsung, Novatek, Himax, and LX Semicon, “which primarily rely upon South Korean, Taiwanese or China-based models for getting chips manufactured and packaged.”

If the deal goes by means of, it’s going to mark yet one more step in Apple’s ever-increasing reliance on India, which has served as the corporate’s main meeting hub in its diversification away from China.

Apparently, this has been a busy week for chip manufacturing information coming from India, as Intel has simply struck a partnership with Tata Electronics. Right here’s The Financial Instances:

Based on the settlement of December 8, the businesses will discover manufacturing and packaging of Intel merchandise for native markets at Tata Electronics’ upcoming fab and OSAT services. They stated they might discover collaboration for superior packaging in India. Packaging is important within the chip enterprise as a result of it protects inner parts and improves effectivity, amongst different components.

Be it as it might, these are reportedly simply preliminary discussions. Even when the talks progress, one supply informed The Financial Instances that this may very well be “the start of an uphill climb” for CG Semi, given Apple’s high quality necessities:

“Apple is already in talks with a number of firms for plenty of different provide chain features, and only a few will find yourself on their provider record,” the particular person stated.

CG Semi, for its half, has the Indian authorities on its nook. The corporate’s ₹7,600 crore OSAT plant has central and state authorities assist, as a part of the India Semiconductor Mission, which goals to ascertain the nation as a semiconductor and show manufacturing hub.

Whether or not an uphill climb or not, scoring a take care of Apple would absolutely let the Indian authorities and CG Semi say that this imaginative and prescient is true on observe.

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