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Samsung hit by BOE lawsuit

July 23, 2025

By Chris Forrester

China’s giant BOE semiconductor and technology company is again suing South Korea-based Samsung over its use of BOE’s alleged OLED patents. The two business are already in a bitter dispute over patent rights.

The new complaint, filed in a US court, alleges Samsung used BOE’s proprietary OLED design technology without authorisation. Analysts warn the dispute could affect Samsung’s ability to supply OLED panels for Apple’s next-generation iPhones, according to a report in Display Daily.

Apple is reported to be evaluating alternate contingency plans in order to reduce its exposure.

According to the report, the US International Trade Commission (ITC) issued a preliminary ruling finding that BOE and seven subsidiaries misappropriated Samsung Display’s OLED trade secrets under Section 337 of the Tariff Act. The ITC recommended a limited exclusion order to block imports of BOE OLED panels into the US, along with a cease-and-desist order to halt sales of existing inventory. A final decision is expected in November 2025, followed by a 60-day review period by the US President.

“Historically, preliminary ITC rulings are seldom overturned, making this a significant threat to BOE’s presence in the US market,” says the DD report.

“BOE currently supplies approximately 20 percent of the OLED panels used in Apple’s iPhone 16 series, with capacity to produce up to 100 million panels annually from its Sichuan facility. Apple has stated it is not a party to the ITC case and that the preliminary ruling “has no impact on any Apple products.” Still, any US ban on BOE components would likely force Apple to shift its OLED orders to Samsung Display and LG Display, potentially increasing costs and impacting production schedules,” says DD.

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