Apple is ramping up its domestic manufacturing efforts with a new partnership to supply titanium for its latest iPhone Duo. The company announced a $100 million commitment over three years to Perryman Company, a U.S.-based supplier, to produce titanium for the $1,999 foldable iPhone Duo and other products. The titanium will contain at least 80% recycled material and is used for the Duo's enclosure, providing durability.
The move comes as Apple faces severe supply constraints for its first foldable phone, which goes on sale this Friday. Preorder demand has been described as "nothing short of extraordinary," but delivery estimates for some models have stretched to roughly 14 weeks, the longest wait for a new iPhone in a decade. JPMorgan analysts estimate Apple will ship roughly 8 million to 9 million Duo devices this year, down from earlier expectations of about 10 million due to supply constraints.
In addition to the titanium supplier, Apple is expanding its partnership with Delaware-based Qnity Electronics to manufacture advanced films used in the variable-aperture camera system on the iPhone 18 Pro. The feature allows the phone's main camera to adjust light intake depending on conditions. Apple highlighted that nearly 100 components used in the iPhone Duo and iPhone 18 Pro are produced by American companies across more than a dozen states.
Apple has been vocal about its efforts to invest more in the U.S. since the start of President Donald Trump's second term. The company launched the American Manufacturing Program (AMP) last August, increasing its plan for domestic spending by $100 billion to a total of $600 billion. Other AMP partners include Broadcom for U.S.-made chips, Corning for specialty glass, and Amkor, which is constructing a semiconductor facility in Arizona.