Apple will commit up to $100m over the next three years with Perryman Company, a Pennsylvania titanium producer that will supply titanium for products including the iPhone Duo, the company announced on 20 October. Apple is also expanding its partnership with Delaware-based Qnity Electronics, which will make films for the new variable-aperture camera on the iPhone 18 Pro.
Both deals sit inside Apple’s American Manufacturing Program, part of what it calls a “$600 billion, four-year commitment to U.S. manufacturing and innovation”. For buyers of Apple’s newest phones, the announcement sets out which parts of the devices Apple says are made in the US. For investors and suppliers, it shows Apple continuing to put money and named contracts behind its US manufacturing pledge.
In brief
- Apple says it will commit up to $100m over three years with Perryman, which melts, forges and rolls titanium for the iPhone Duo in Houston, Pennsylvania.
- Qnity Electronics, which joined the programme in March, will produce advanced films for the iPhone 18 Pro’s variable-aperture camera, Apple says.
- Apple did not give a value for the expanded Qnity partnership, and its figure of nearly 100 US-made components is its own claim.
Titanium from Pennsylvania, camera films from Delaware
The Perryman deal is the headline figure. Apple describes Perryman as “a family-owned business and a global leader in manufacturing specialty titanium products”. At its site in Houston, Pennsylvania, the company “melts, forges, and rolls titanium with a minimum of 80 percent recycled content for iPhone Duo”, according to Apple, which says the phone uses a grade 5 titanium enclosure.
The Qnity expansion is about the camera. “Qnity, which joined the American Manufacturing Program in March, will produce advanced films essential to the new variable aperture camera system on iPhone 18 Pro,” Apple said. It describes the variable aperture as being “at the heart of the new 48MP Fusion Main camera”. Apple did not say how much the expanded partnership is worth.
Apple’s chief operating officer framed the deals as part of a wider push. “We’re thrilled to expand our work with companies producing advanced materials and components for our newest iPhone lineup right here in America,” said Sabih Khan. “American ingenuity is vital to all our products, from the titanium crafted for iPhone Duo to breakthrough camera innovations in iPhone 18 Pro.”
What Apple says is already made in the US
Apple used the announcement to set out its broader US supply chain for the new phones. According to Apple, “nearly 100 components in iPhone Duo and iPhone 18 Pro — from wireless chips to the silicon that powers key functions across the devices — are produced by American companies and drawn from suppliers in more than a dozen states.” Apple did not publish a list of those components.
Several existing partners were named. Apple says TSMC’s Arizona fab is “producing more than 100 million chips for Apple in 2026”, used across iPhone, iPad and Apple Watch. It says Broadcom is expanding its Fort Collins, Colorado, plant under a $1.5bn capital investment announced in July, with a multiyear agreement that will produce more than 15 billion US-made chips. Corning, it adds, will make all the cover glass for iPhone, including the iPhone Duo, and Apple Watch sold worldwide at its Harrodsburg, Kentucky, plant by the end of 2026.
| Partner | Role, according to Apple |
|---|---|
| Perryman (Pennsylvania) | Titanium for iPhone Duo; up to $100m over three years |
| Qnity Electronics (Delaware) | Films for iPhone 18 Pro variable aperture |
| TSMC Arizona | More than 100 million chips for Apple in 2026 |
| Broadcom (Colorado) | RF components; more than 15 billion US-made chips |
| Corning (Kentucky) | All iPhone and Apple Watch cover glass by end of 2026 |
Further down the chain, Apple says Coherent supplies laser technology for Face ID from Sherman, Texas, and that Apple will be one of the first customers of Amkor’s packaging and test plant in Peoria, Arizona. It also says it opened an Advanced Manufacturing Center in Houston, Texas, in August to train smaller manufacturers.
The deals arrive alongside Apple’s new phones
The announcement lands as Apple prepares its new line-up. TSN has reported that Apple opened App Store submissions for iPhone Duo apps ahead of a 23 October launch, and on the $999 cost of fixing the Duo’s inner screen without AppleCare+.
Apple says it works with suppliers in all 50 states and supports more than 450,000 American jobs. It also says all its direct suppliers must power their Apple manufacturing with renewable energy by the end of the decade, and that these partnerships include more use of recycled materials.
Our read
This is TSN’s analysis, not investment advice. The Perryman commitment is concrete, a capped sum over a set period tied to a named product, which makes it easier to track than broad investment pledges. The broader figures, nearly 100 US-made components and more than 100 million TSMC Arizona chips, are Apple’s own numbers and come without a breakdown. The next test is whether Perryman and Qnity give their own details, and whether Apple’s next update shows the US share of its phones growing.
Sources
Related stories
- Fixing the iPhone Duo’s Inner Screen Will Cost $999 Without AppleCare+
- iPhone Duo apps: Apple opens submissions before 23 October launch
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