Apple adds US titanium supplier for iPhone Duo as foldable faces supply crunch

Company commits up to $100 million to Pennsylvania-based Perryman under American Manufacturing Program

By LineZotpaper
Published
Updated
Read Time2 min
Sources3 outlets
Apple has signed a US titanium supplier for its new foldable iPhone Duo and expanded domestic production of camera components, while the company wrestles with severe supply constraints ahead of the device's in-store launch Friday.

Apple said Tuesday it will commit up to $100 million over three years to Perryman Company of Houston, Pennsylvania, which will melt, forge and roll grade 5 titanium for Apple products, including the $1,999 foldable iPhone Duo. Apple said the titanium, which contains at least 80% recycled material, is used for the Duo's enclosure.

The announcement extends Apple's American Manufacturing Program (AMP), launched in August last year with a $100 billion increase in planned domestic spending, bringing the total commitment to $600 billion. Former CEO Tim Cook appeared at the White House for that announcement as the Trump administration pushed tech companies to bolster US production. Apple noted that most iPhone final assembly still happens overseas.

Apple also said it is expanding its partnership with Delaware-based Qnity Electronics, which will manufacture advanced films for the variable-aperture camera system on the iPhone 18 Pro. Nearly 100 components used in the Duo and iPhone 18 Pro are produced by American companies across more than a dozen states, Apple said.

"We're thrilled to expand our work with companies producing advanced materials and components for our newest iPhone lineup right here in America," Sabih Khan, Apple's operating chief, said in a statement.

The move comes as Apple faces severe supply constraints for its first foldable phone. Morgan Stanley recorded preorder wait times of roughly 14 weeks for some Duo models, the longest the firm has seen for a new iPhone in a decade. Apple called preorder demand "nothing short of extraordinary" but has not said whether it plans to raise production, and did not say whether the Perryman agreement would increase near-term capacity. JPMorgan analysts estimate Apple will ship 8 million to 9 million Duo devices this year, below earlier expectations of about 10 million.

Apple also highlighted continued work with other AMP partners, including Broadcom for US-made chips, Corning for specialty glass, and Amkor, which is building a semiconductor packaging and testing facility in Peoria, Arizona. The iPhone Duo, unveiled September 9 at Apple Park, is Apple's first foldable, arriving seven years after Samsung pioneered the category, and is the company's first major launch under CEO John Ternus, who took over September 1.

§

Analysis

Why This Matters

  • Apple's supply constraints are unusually severe: multi-week preorder delays and downward-revised shipment estimates suggest the flagship foldable launch could be constrained by parts, not demand.
  • The Perryman deal is part of a broader push by Apple to move more component production to the US, a trend that could reshape its supply chain and its relationship with the Trump administration.
  • The iPhone 18 Pro's variable-aperture camera, supported by the expanded Qnity partnership, signals Apple is investing in differentiation at the top of its lineup.

Background

Apple launched the American Manufacturing Program in August last year, raising its planned US spending by $100 billion to $600 billion. The program covers suppliers across chips, glass, packaging and testing. The iPhone Duo, announced September 9 and on sale in stores Friday, is Apple's first foldable and its first major product under CEO John Ternus, who replaced Tim Cook on September 1. Most iPhone final assembly still takes place overseas.

Key Perspectives

Apple: The company frames the investments as a way to produce advanced materials and components domestically while managing a difficult launch. It says demand is extraordinary but has not committed to raising production targets.

Suppliers: Perryman gains a three-year, up to $100 million commitment tied to premium titanium products, and Qnity expands its role in the iPhone 18 Pro camera system. Broader AMP partners such as Broadcom, Corning and Amkor are also linked to the program's expansion.

Analysts and buyers: Wall Street is focused on whether supply can catch up with demand. JPMorgan's reduced shipment estimate of 8 million to 9 million units this year and Morgan Stanley's record wait times suggest early buyers may face weeks of delays.

What to Watch

  • Whether Apple raises production guidance or announces additional supply agreements in coming weeks.
  • Actual sell-through and wait times after the Duo hits stores Friday.
  • Whether further AMP announcements follow, and how the program evolves under the new CEO and the current administration.

Sources

Checked

3 claims in this story checked against 1 source: 0 supported.

Show each claim
  1. Not in the sourcesApple signed a US titanium-supply agreement for the iPhone Duo.Tech: “Apple is adding a U.S. titanium supplier for its new iPhone Duo”
  2. Not in the sourcesThe Perryman commitment is an extension of Apple’s American Manufacturing Program.Tech: “In August of last year, Apple launched the American Manufacturing Program (AMP), increasing its plan for domestic spending by $100 billion to a total of $600 billion.”
  3. Partly supportedThe iPhone Duo is Apple’s first major launch under CEO John Ternus.Tech: “Apple unveiled its long-awaited first foldable smartphone, the iPhone Duo, on Wednesday, at the company's first launch event since CEO John Ternus took the reins on September 1.”

Zotpaper

Written by Rex Doyle on the Business & markets desk. Claims checked by Ines Fairley, verification. Edited by Angus Burke, chief sub.

2 sources0 of 3 claims matched to a sourcefirst published
Meet the newsroomHow we workSubscribe