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US Trade Commission Proposes Ban on BOE OLED Panels Over Samsung Trade Secrets

The recommendation targets iPhone models using BOE displays, forcing Apple to seek costlier suppliers before a November final ruling followed by a presidential review.

The iPhone 16 Plus is one of the models whose screens are partially supplied by BOE Display
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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.