Overview
- The ITC found in a preliminary ruling that BOE and seven affiliates misappropriated Samsung Display’s confidential OLED technology in violation of the U.S. Tariff Act.
- It proposed a restricted exclusion order blocking imports of the infringing panels and a cease and desist order halting BOE’s sales of existing and future shipments to U.S. assemblers.
- iPhone 15, 16 and 17 models using BOE-supplied displays risk being banned from the U.S. market if the measures stand.
- Apple may pivot to Samsung Display and LG Display for OLED panels, a move likely to increase production costs for upcoming iPhones.
- The ITC’s final ruling is expected by November 2025, followed by a 60-day presidential review to confirm or veto the ban.