Apple is bringing more of the iPhone supply chain home, one component at a time
[post_content]
Disclaimer: This article has been automatically aggregated from
Apple is adding two more partners to its latest American Manufacturing Program. Perryman Company will supply titanium for the iPhone Duo, while Delaware’s Qnity Electronics will expand its work on the iPhone 18 Pro’s camera.
Both deals will bring more U.S.-made materials and components onto Apple’s assembly lines (via Apple). It’s another step
What will the two partners make?
Start with the Duo, Apple’s first foldable iPhone. Perryman, a family business in Houston, Pennsylvania, will supply grade 5 titanium for the phone’s enclosure. For those catching up, grade 5 is a relatively strong alloy. Even better, at least 80% of the metal is recycled.
The juicy bit, however, is that Apple is pledging up to $100 million to Perryman over three years. That’s a ceiling, not a promise; I’d keep an eye on how much titanium they actually order.
For the iPhone 18 Pro, Qnity will make specialty films for its variable aperture. In plain English, the aperture is the opening that widens or narrows to control how much light enters the camera and influence depth of field. That system anchors the 48MP Fusion Main camera.
What else is made in America?
Apple says almost 100 components that make up the Duo and 18 Pro are made in America; they’re sourced from over a dozen states. That’s a sizeable domestic parts list, even if it doesn’t mean the phones are being built entirely in the U.S.
Corning, meanwhile, will start making all cover glass for iPhones and Apple Watches sold worldwide at its Kentucky plant before 2026 ends.
Broadcom is also investing $1.5 billion in Colorado. A multiyear deal covers over 15 billion radio-frequency chips, which handle wireless signals. TSMC’s Arizona fab is making over 100 million Apple chips in 2026. Apple’s Houston, Texas, facility will also start building Mac minis this year.
I’d call that real progress for American factories, but the release covers parts, not final assembly. That distinction matters: making more components in America isn’t the same as assembling an iPhone from start to finish there.
For buyers, nothing changes. So if you were hoping this would help get your iPhone Duo delivered any sooner, that won’t happen.
RELATED COVERAGE:
for informational purposes only. We do not claim ownership, accuracy, or liability for the content provided. All rights belong to the original publisher.