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Apple expands US supplier partnerships for iPhone Duo and iPhone 18 Pro

Apple is investing in Perryman Company and Qnity Electronics as it expands the US manufacturing network behind the iPhone Duo and iPhone 18 Pro.

Perryman Company titanium stock for Apple's American Manufacturing Program

Apple is expanding its American Manufacturing Program with new and enlarged partnerships covering components for the iPhone Duo and iPhone 18 Pro. The announcement names Perryman Company as the supplier of grade 5 titanium for the iPhone Duo and Qnity Electronics as a partner producing advanced films for the iPhone 18 Pro's variable-aperture camera system.1

Apple says nearly 100 components in the latest iPhone line-up are made by American companies, with suppliers spread across more than a dozen states. The company says its wider US supplier network supports more than 450,000 American jobs.1

What Apple is changing

Perryman Company, a Pennsylvania-based titanium producer, will supply the iPhone Duo's titanium enclosure. Apple says it is committing up to $100 million over the next three years, while Perryman will melt, forge and roll titanium containing at least 80 per cent recycled material.1

Qnity Electronics, headquartered in Delaware, joined Apple's manufacturing programme in March. Its advanced films will support the new variable-aperture system in the iPhone 18 Pro's main camera, which Apple describes as its most advanced camera system yet.1

The programme also covers existing partnerships. Broadcom is expanding and modernising its Fort Collins, Colorado facility under a previously announced $1.5 billion investment. Corning produces specialty glass, including Ceramic Shield, in Harrodsburg, Kentucky; Apple says that by the end of this year all cover glass for iPhones and Apple Watches sold worldwide will come from that facility.1

A wider American supply chain

Apple also highlighted Coherent's vertical-cavity surface-emitting laser technology from Sherman, Texas, which supports Face ID and other features across the iPhone and iPad lines. TSMC's Arizona facility is expected to produce more than 100 million chips for Apple this year, while Amkor is building a packaging and testing facility in Peoria, Arizona.1

The company says its American Manufacturing Program is part of a four-year, $600 billion commitment to US manufacturing and innovation. Apple first announced the programme last year and says its direct suppliers will be required to power Apple manufacturing with renewable energy by the end of the decade, supporting its target of reaching carbon neutrality across its entire footprint by 2030.1

The announcement is less about a new iPhone feature than about where the hardware behind Apple's latest phones is being made. The supplier list gives the iPhone Duo and iPhone 18 Pro a clearer manufacturing story, while the Perryman and Qnity deals show Apple putting money behind both materials and camera technology.1

Our opinion

Apple's manufacturing announcement is useful because it connects a familiar product launch to the less visible industrial network behind it. The headline numbers are enormous, but the Perryman and Qnity partnerships are the more meaningful details: one addresses a physical material central to the iPhone Duo, while the other supports a camera system that users will actually encounter. The programme does not make the phones automatically more repairable or more sustainable, but the recycled-content commitment and renewable-energy requirement offer measurable standards to watch rather than another vague supply-chain promise.