Corning will become the exclusive producer of cover glass for all Apple iPhones and Apple Watches by the end of 2026. Production will be consolidated at Corning’s Kentucky facility as part of Apple’s new U.S. manufacturing program.
The companies did not disclose the financial terms. The agreement is expected to provide Corning with significant, predictable demand for its products.
The move builds on Corning’s long-standing relationship with Apple and underscores its role in the smartphone supply chain. Centralizing production may improve efficiency for Apple, but it also creates a single point of supply risk. The financial impact on Corning should become clearer in future guidance and capital expenditure announcements.