Apple titanium deal plans announced on October 20, 2026, include a commitment of up to $100 million over three years with Pennsylvania producer Perryman Company. Apple also expanded its relationship with Qnity Electronics to supply US-made camera components for the iPhone 18 Pro.

Key Takeaways

  • Perryman will supply titanium for Apple products, including the foldable iPhone Duo.
  • The $100 million figure is a maximum planned commitment over three years, not spending already completed.
  • Qnity will produce advanced films for the iPhone 18 Pro’s variable-aperture camera.

Table of Contents

Apple titanium deal targets materials for iPhone Duo

Apple’s American Manufacturing Program announcement sets out the new Perryman partnership and its three-year commitment. The agreement covers titanium for Apple products, including the grade 5 titanium enclosure used in iPhone Duo, which Apple describes as its first foldable iPhone.

Perryman melts, forges and rolls the material at its site in Houston, Pennsylvania. Apple said the titanium for iPhone Duo contains at least 80% recycled material.

The commitment concerns a specific material in the supply chain. It is not an announcement that complete iPhone assembly is moving to the United States, nor does the three-year spending plan establish an immediate increase in finished-phone output.

ItemDetails
BroadcomExpanding its Fort Collins, Colorado, facility under a $1.5 billion capital investment announced in July 2026.
TSMCApple said its Arizona fabrication plant is producing more than 100 million chips for Apple in 2026.
Amkor TechnologyBegan shell construction in 2026 on its Peoria, Arizona, packaging and testing facility; Apple will be among its first customers.

Qnity expands US camera-component production

Delaware-headquartered Qnity Electronics will produce advanced films used in the iPhone 18 Pro’s variable-aperture camera system. The company joined Apple’s American Manufacturing Program in March 2026.

The variable aperture is part of the phone’s 48-megapixel Fusion Main camera. Apple said the system automatically adjusts light intake for different shooting conditions.

Together, the Perryman and Qnity agreements extend domestic sourcing across both structural materials and specialized camera technology, rather than concentrating on one type of component.

Supplier agreements extend an existing US investment program

Apple placed the partnerships within its existing $600 billion, four-year commitment to US manufacturing and innovation. The Perryman commitment is therefore part of that broader program, not a separate addition to the headline total.

Apple said nearly 100 components across iPhone Duo and iPhone 18 Pro are produced by American companies, drawing on suppliers in more than a dozen states. Other projects span radio-frequency components, advanced chips, and semiconductor packaging and testing.

Conclusion

The agreements expand Apple’s US component sourcing over a multiyear period. A nearer-term milestone is Apple’s stated plan for Corning’s Kentucky facility to produce all cover glass for iPhone and Apple Watch sold worldwide by the end of 2026.

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