Apple commits to U.S. titanium supply deal in domestic manufacturing push

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Apple US titanium supply deal

Highlights

Apple committed to purchasing up to $100 million in titanium over three years from Perryman Company for products including the iPhone Duo, emphasizing at least 80% recycled content.
Apple expanded its partnership with Qnity Electronics for film production in the iPhone 18 Pro's variable-aperture camera and sources nearly 100 components for new devices from U.S. suppliers.
Under its $600 billion, four-year American Manufacturing Program, Apple is tying materials sourcing to domestic production, with TSMC and Corning supplying chips and cover glass from U.S. plants by 2026.

Titanium supply and component sourcing plans

As reported by Reuters, Apple said on Tuesday it has committed to purchasing up to $100 million of titanium over three years from Pennsylvania-based Perryman Company through its American Manufacturing Program.

The agreement covers titanium for several products, including Apple's first foldable phone, the iPhone Duo. Perryman is set to melt, forge and roll titanium with at least 80% recycled content at its site in Houston, Pennsylvania.

Apple also is expanding its partnership with Delaware-based Qnity Electronics to include production of films for the new variable-aperture camera system in the iPhone 18 Pro. The company said nearly 100 components in the iPhone Duo and iPhone 18 Pro are produced by American companies from suppliers across more than a dozen states.

Broader U.S. manufacturing expansion

Apple launched the American Manufacturing Program last year as part of its $600 billion, four-year commitment to U.S. manufacturing, linking materials procurement with a wider effort to shift more production activity domestically.

Within that push, TSMC's Arizona plant will produce more than 100 million chips for Apple in 2026, while Corning's Kentucky facility will make all cover glass for iPhones and Apple Watches sold worldwide by the end of the year. In August, Apple opened an Advanced Manufacturing Center in Houston, Texas, at the same facility that builds its AI servers and is set to begin making Mac minis this year.

In our earlier article on China’s rare earth export stance toward Europe, we explained that Beijing signaled it would keep approving shipment licenses even as trade deadlines with the U.S. approach. We also noted how EU-China talks are increasingly focused on maintaining reliable flows of strategic raw materials, underscoring how policy risks are pushing industries to rethink supply security.

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