CNBC AI News, July 21st – The U.S. International Trade Commission (ITC) has issued a preliminary ruling finding that BOE, the Chinese display giant, infringed on trade secrets held by Samsung Display, violating Section 337 of the Tariff Act. The ITC has proposed an import ban on BOE’s OLED panels and ordered the removal of existing inventory from the U.S. market.
Both BOE and Samsung are suppliers for Apple, providing OLED panels for the iPhone. Reports suggest that BOE is slated to supply approximately 20% of the OLED displays for the upcoming iPhone 16 series, boasting an annual production capacity of up to 100 million units.
In response to the dispute between Samsung and BOE, Apple released a statement clarifying its position: “Apple is not a party to this case. This ruling has no impact on any Apple products, and current iPhones on the market will not be affected by this decision.”
The ITC’s final ruling is expected in November, followed by a 60-day presidential review period. Analysts note that preliminary rulings of this nature are rarely overturned. Regardless of the outcome, Apple devices already imported into the United States are not expected to be impacted. Should the import ban take effect, Samsung Display and LG Display are likely contenders to absorb BOE’s forfeited iPhone panel orders.
Significantly, BOE initiated patent litigation within the past two months targeting Samsung’s Galaxy devices, including the Galaxy Z Fold5, Fold6, and Galaxy S25 Ultra. BOE is seeking a court order to prohibit the import and sale of these products in the U.S., along with monetary damages.
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