Murata Shifts iPhone Component Production to India

Murata Manufacturing Co., a key supplier of iPhone components, plans to shift some production capacity to India in response to increasing global demand and customer requests for overseas manufacturing. The Kyoto-based company has leased a facility in OneHub Chennai Industrial Park, Tamil Nadu, set to begin packaging and shipping multilayer ceramic capacitors by April 2026, with full-scale operations anticipated in FY 2026. This move aligns with Apple's strategy to diversify its supply chain away from China, despite China's restrictions on exports of key materials and expertise. Murata President Norio Nakajima cites the need to evaluate long-term demand and infrastructure readiness in India before committing to a larger investment. Currently, 60% of Murata's capacitors are produced in Japan, but this share is expected to decrease as the company expands its Indian operations. Infrastructure challenges, such as power supply issues, remain a concern for Murata as it cautiously explores India's market potential.