Overview
- The U.S. International Trade Commission found that BOE misappropriated Samsung Display’s OLED trade secrets and issued a preliminary 14-year, 8-month limited exclusion order with a cease-and-desist directive.
- The ruling cites BOE’s recruitment of former Samsung employees and unauthorized supplier contacts as evidence of technology theft.
- Enforcement faces practical limits because many BOE panels enter the U.S. embedded inside finished devices like iPhones, delaying the ban’s full impact.
- Major device makers, including Apple Inc., are evaluating reallocation of OLED orders to Samsung Display and LG Display to secure their panel supply.
- A final ITC decision is scheduled for November 2025, and industry analysts consider preliminary remedies of this nature unlikely to be overturned.