general

Apple expands US iPhone parts production but not iPhone assembly

Apple added Bosch, Cirrus Logic, TDK and Qnity to its American Manufacturing Program to make iPhone components in US plants funded from a $400 million AMP pool, while final iPhone assembly will remain overseas.

Mar 26th 2026 ยท United States

Insights

  • Bosch, Cirrus Logic, TDK and Qnity committed to produce iPhone components in US facilities.
  • Apple will fund the new AMP members from a $400 million program through 2030.
  • The AMP is part of Apple's broader pledge to spend $600 billion on US manufacturing by the end of the decade.
  • Apple said the US-made parts will be shipped to China and India for final iPhone assembly, so no fully US-made iPhone was announced.
  • TDK will make camera sensors in the US, TSMC will make certain sensor chips in Washington for Bosch, and Cirrus Logic will work with GlobalFoundries on Face ID chip process technology.