Overview

• The U.S. International Trade Commission’s preliminary finding concluded that BOE and seven affiliates infringed Samsung Display’s OLED patents, recommending both import restrictions and a cease-and-desist order.
• If the decision is finalized in November, it could bar U.S. imports of BOE-manufactured OLED panels and modules, though iPhones already assembled with those displays would remain exempt.
• BOE supplies cost-efficient OLED panels for entry-level iPhone models but has faced quality and delivery issues that have prompted Apple to reconsider its display sourcing for the iPhone 17e.
• BOE is under growing pressure in the U.S. market and is shifting its strategy toward China by expanding OLED production capacity and offering aggressive pricing.
• The ITC’s final ruling will go to the White House for a 60-day review after the November decision, a step that could reshape global OLED supply dynamics.