Apple Faces Potential U.S. iPhone Ban Amid BOE-Samsung Trade Secret Clash

July 16, 2025
Apple Faces Potential U.S. iPhone Ban Amid BOE-Samsung Trade Secret Clash
  • The ITC's December 2024 recommendation supported Samsung's claims and called for an import ban on BOE's displays.

  • Relations between Apple and BOE have deteriorated due to production issues, including light leakage in panels for the iPhone 15 series.

  • Overall, Apple is likely preparing to adapt its supply chain in response to this ruling and the evolving market landscape.

  • Apple has previously cut BOE orders after unauthorized changes to display designs, reflecting a cautious approach to its supplier relationships.

  • While Samsung might consider legal action against other companies using BOE displays, its significant business with Apple makes a reduction unlikely.

  • Although BOE has been authorized to produce displays for the Chinese versions of the iPhone 17 Pro, it is not expected to supply Apple for other markets due to ongoing performance issues.

  • Samsung filed a complaint against BOE in October 2023 and expanded its legal action in April 2025, seeking damages for lost profits and unjust enrichment, amid a series of lawsuits over alleged technology theft.

  • A preliminary ruling by the U.S. International Trade Commission (ITC) has found that Apple's display supplier, BOE, infringed on Samsung's trade secrets, which could lead to a ban on certain iPhone models in the U.S.

  • The final decision on this ruling is expected in November 2025, after which President Trump will have sixty days to approve or veto the ruling.

  • Despite past issues, including unauthorized design changes, BOE is attempting to increase its orders from Apple, having expanded its OLED production in June 2025.

  • Samsung's legal actions include accusations that BOE misappropriated Samsung's confidential OLED technologies through reverse engineering and employee poaching.

  • Apple may attempt to redirect inventory with BOE displays to international markets, complicating its supply chain management.

Summary based on 10 sources


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