Apple is expanding domestic sourcing of key materials and components used in the iPhone 18 Pro and its first foldable phone, the iPhone Duo.
On Oct. 20, CNBC and other foreign media reported that Apple said it will secure new partner companies through its U.S. Manufacturing Program (AMP) and strengthen cooperation with existing firms. Apple said it will source about 100 parts used in the two products from companies in at least 12 U.S. states.
Apple will invest up to $100 million over the next three years to support titanium production at Perryman, a Pennsylvania-based metals company. Perryman will handle processes to melt, forge and roll Grade 5 titanium used for the iPhone Duo exterior. Apple said the titanium includes at least 80 percent recycled material.
Apple is also expanding cooperation with Delaware-based Quintec Electronics. Quintec will produce film used in the variable-aperture camera of the iPhone 18 Pro. Variable aperture adjusts the amount of light entering the lens depending on the surrounding environment to improve photo brightness and depth expression.
Other U.S. suppliers are also expanding production bases. Broadcom is expanding and modernising its Fort Collins, Colorado, plant under a $1.5 billion investment plan announced in July. It plans to produce more than 15 billion chips in the United States under a multi-year contract.
Corning, which has worked with Apple since the first iPhone in 2007, produces speciality glass such as Ceramic Shield at its Harrodsburg, Kentucky, plant. Apple plans for all cover glass for iPhones and Apple Watches sold worldwide to be produced at the plant by the end of 2026.
Coherent will supply vertical-cavity surface-emitting laser technology used in Face ID and key functions of iPhones and iPads from its Sherman, Texas, plant. The technology is also applied to the Dynamic Island of the iPhone 18 Pro and iPhone 18 Pro Max.
U.S. investment is also continuing in semiconductor production and back-end processing. TSMC's Arizona plant is expected to produce more than 100 million chips for Apple products in 2026. Amkor Technology is building a semiconductor packaging and testing facility in Peoria, Arizona, and is expected to support more than 3,500 local jobs through phases 1 and 2. Apple is expected to be one of the facility's initial customers.
The supply chain expansion is an extension of Apple's U.S. investment plan announced in 2025. Apple has expanded its U.S. investment to a total of $600 billion over four years, and is requiring its direct suppliers to run all manufacturing processes needed to produce Apple products on renewable energy by 2030. Final assembly of most iPhones is still done overseas.
The iPhone Duo, meanwhile, has struggled to meet demand from the start of sales due to supply constraints. Estimated delivery times for online orders for some models extended to up to about 14 weeks on the first day of pre-orders. Apple did not say how much its contract with Perryman will expand short-term production capacity.