Apple has announced a major shift in its manufacturing strategy: by the end of 2026, all cover glass for iPhones and Apple Watches will be produced in the United States at Corning’s facility in Harrodsburg, Kentucky. As part of this, Apple is investing US$2.5 billion to upgrade the plant, increase workforce by 50%, and build a new Apple-Corning Innovation Center. This move strengthens Apple’s “Made in USA” footprint and is part of its broader $600 billion American Manufacturing Program.
What the Announcement Covers
| Item | Details |
|---|---|
| Location | Harrodsburg, Kentucky (Corning facility) |
| Investment | $2.5 billion by Apple to fund the expansion and upgrades |
| Workforce Changes | Workforce at the plant to increase by ~50% |
| Production Goal | 100% of the cover glass (front glass) for iPhones & Apple Watches sold globally will be made in Kentucky by end of 2026 |
| Innovation Center | Apple-Corning Innovation Center to be added to the facility for advanced materials & next-gen glass R&D. |
Strategic Importance
- Supply chain security & resilience: By producing glass domestically, Apple reduces risks related to international logistics, trade barriers, tariffs, and geopolitical disruptions.
- “Made in USA” branding & policy alignment: This aligns with U.S. government priorities and Trump-era / post-election incentives for domestic manufacturing.
- Job creation & investment in the U.S.: A 50% workforce increase at the Kentucky plant, creation of jobs in manufacturing & R&D
- Innovation & quality improvement: The Innovation Center will help Apple & Corning work together on advanced cover glass materials, better durability, tougher glass.
Things to Note & Potential Challenges
- This applies only to the cover glass (i.e. the front / protective glass) of iPhones and Apple Watches. It does not mean the entire device or screen assembly or glass back (if any) is fully manufactured in the U.S.
- Scaling capacity and maintaining quality will require careful execution, including supply of raw materials and consistency in manufacturing techniques.
- The timeline is ambitious: full production by end-2026 means ramping up fast. Any delays in equipment, labor training, or regulatory approvals could push this timeline.
Conclusion
Apple’s decision to manufacture all cover glass for its iPhones and Apple Watches in Kentucky by end of 2026 marks a significant shift in its supply chain. With a $2.5 billion investment, increased workforce, and an innovation center, Apple is doubling down on U.S. manufacturing and “Made in USA” credentials. While impact will be primarily on glass covers initially, this move could pave the way for further localization of components and stricter control over production quality and costs.
