苹果公司宣布与美国稀土供应商MP Materials达成价值5亿美元的战略采购协议，此举将强化其在美国本土的供应链布局。根据协议，MP Materials将在得克萨斯州工厂为苹果生产专用磁体，并利用其在加利福尼亚州新建回收处理设施加工的再生材料。
这些稀土磁体将应用于iPhone的触觉引擎，通过振动产生触觉反馈，同时也用于苹果各类产品的音频设备和麦克风。MP Materials透露首批磁体将于2027年开始交付，但双方未披露合同具体期限。苹果在声明中将此称为"多年期协议"，而MP Materials在美国证券交易委员会文件中披露，苹果将支付2亿美元预付款。
受此消息提振，MP Materials早盘股价大幅攀升，苹果股价亦小幅上扬。该合作正值美国政府持续施压科技企业强化本土供应链之际，标志着苹果在关键材料领域的重要布局。
（本文根据上市公司公告及公开信息报道）
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