Apple added a US titanium supplier for the iPhone Duo, committing up to $100 million to Pennsylvania-based Perryman Company while expanding domestic production of camera technology for the iPhone 18 Pro.

As part of its American Manufacturing Program (AMP), Apple said today (20 October) the deal with Perryman is over the next three years for titanium used in its products, including the iPhone Duo, which starts at $1,999.

The announcement follows reports of tight supply for Apple’s first foldable. The phone is due in stores on 23 October, but online delivery estimates slipped to January 2027 within minutes of preorders opening on 16 October.

Apple stated Perryman will melt, forge, and roll grade 5 titanium, which it said will contain at least 80% recycled material. Titanium is used for the Duo’s enclosure, providing durability, according to the iPhone maker.

It is also expanding its partnership with Qnity Electronics, headquartered in the US state of Delaware, to produce technology for the new variable aperture in the iPhone 18 Pro camera system.

Apple said nearly 100 components used in the iPhone Duo and iPhone 18 Pro, from wireless chips to the silicon which powers key functions across the devices, are produced by US companies across more than a dozen states.

Taiwan Semiconductor Manufacturing Company’s (TSMC) 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 year end.

Apple also highlighted investments with other AMP partners, including Broadcom for US-made chips and Amkor Technology, which is building a semiconductor packaging and testing facility in Peoria, Arizona.

“We’re thrilled to expand our work with companies producing advanced materials and components for our newest iPhone lineup right here in America,” stated Apple COO Sabih Khan.

The post Apple pledges $100M to US titanium supplier for iPhone Duo appeared first on Mobile World Live.

• Apple roiled the ad industry with an unexpected new crackdown on web trackers.
• The tech giant has now issued a rationale for why it's stamping out "identity resolution."
• The ad industry has concerns Apple's latest privacy move may hamper targeting and measurement.

Apple's latest privacy crackdown left the online ad industry scrambling for answers. Now, the tech giant has finally offered some.

Late on Monday, Apple published a blog post laying out its rationale for new restrictions that block technology used to identify and track consumers across websites. The changes are implemented through WebKit, the browser engine that powers Safari and other browsers on iPhones and iPads.

Apple said the change was designed to target "identity resolution," a method adtech companies use to connect separate data points about users — such as email addresses, phone numbers, IP addresses, browsing history, or information about the device they're using — to identify and track them across devices.

The method grew in popularity as many web browsers, including Apple's Safari, began phasing out third-party tracking cookies, the small files dropped on a user's device that were traditionally used for web tracking. The ad industry deploys tracking to precisely target specific audiences and measure whether their campaigns are working.

In its blog post, Apple said that while users might readily offer their email address to log in to a website or sign up for a newsletter, most wouldn't expect it to also be shared with other companies for invisible tracking purposes.

"It's not enough to block cross-site cookies to prevent cross-site tracking today because the tracking industry has not stopped trying to track users on the web," Apple said. "They have ushered into what they call the post cookie era and in our latest releases we have put strong protection in place."

The blog post explains that Apple is implementing "domain-level" blocking, a broad intervention designed to ensure that identity providers can't circumvent the restriction by changing how they send data.

Apple took the adtech industry by surprise earlier this month when it came to light that it had begun blocking the domains operated by several companies that offer alternative identifiers, without warning. The blocked domains included those operated by The Trade Desk, LiveRamp, ID5, Permutive, and Audigent.

The stakes are high for adtech companies that have invested heavily in building identity graphs and alternative tracking identifiers to mitigate the impact of the loss of third-party cookies. Apple's latest move threatens to undermine those efforts and put a dent in their businesses if targeting its users across the web becomes more difficult.

The initial rollout had also blocked The Trade Desk's ability to serve ads at all on Apple-operated browsers. Apple rolled out a fix a few days later that restored The Trade Desk's ad-serving domain from being blocked alongside its advertising identifier, Unified ID 2.0.

The ad industry braces for fallout

The ad industry is now bracing for impact as more users begin updating their devices to iOS 27. Ad pros previously told CMO Insider that the change will make it harder for advertisers to identify and reach people across the open web.

Industry insiders said that by effectively shrinking the pool of users they can target, advertisers are expecting less reach, higher prices to reach the audiences they can still identify, and more difficulty in controlling how often people see an ad and measuring whether their campaigns worked.

Identity resolution has become widespread across the open web. An academic paper published in September that analyzed 600,000 websites over 41 months found that 83.76% of those sites were using alternative identifiers by May 2025.

If advertising becomes less effective on the open web, marketers could funnel more of their budgets into so-called "walled garden" platforms like Meta and Google, which aren't as heavily reliant on alternative identifiers because they have reams of their own logged-in user data. Apple, too, has a growing advertising business within its App Store and apps, including News and Maps.

Apple isn't backing down

There are still unanswered questions about Apple's exact definition of an identity resolution provider, and the company has already demonstrated it can add domains to its block list without warning.

There's also an indication Apple is only getting started. First reported by AdExchanger, Apple has created a broader list that can dynamically block potentially hundreds of adtech, martech, and data companies. Affected companies may not realize they've been added to the list until they begin experiencing disruptions.

In Monday's blog post, Apple linked to its long-standing tracking-prevention policy, which acknowledges that its blocking rules may have unintended impacts. Those include disrupting the funding of websites that use targeted or personalized advertising, advertising measurement, and fraud prevention.

The policy states that while Apple will try to limit unintended impact, "when faced with a tradeoff, we will typically prioritize user benefits over preserving current website practices."

Ever since Apple launched its Intelligent Tracking Prevention feature in 2017, the tech giant has been locked in a cat-and-mouse game with the adtech industry, which has persistently developed workarounds to its privacy updates. Adtech companies have argued that these techniques were necessary to help publishers effectively monetize their websites with ads while still maintaining user privacy.

Apple, which has long held that "privacy is a fundamental human right," makes it clear in its policy that it won't allow workarounds to proceed on its watch.

"We treat circumvention of shipping anti-tracking measures with the same seriousness as exploitation of security vulnerabilities," the Apple policy states. "If a party attempts to circumvent our tracking prevention methods, we may add additional restrictions without prior notice."