Apple Could Lose Key iPhone Display Supplier in US Trade Ruling

Apple Could Lose Key iPhone Display Supplier in US Trade Ruling

Apple could be potentially forced to drop a key supplier of iPhone OLED panels, following a preliminary ruling issued by the U.S. International Trade...

Apple’s iPhone 17 OLED Shipments Are Estimated To Reach 113 Million Units From Samsung And LG Alone, With Chinese Panel Manufacturer BOE Making Up Less Than Half That Number

For iPhones, Samsung and LG have reliably fulfilled panel orders for Apple for years, whereas BOE often runs into manufacturing or quality control issues that prevent the display maker from being prioritized for future shipments. However, with Trump’s tariffs looming over the iPhone 17 launch, with the possibility that Apple might have to pay an additional 25 percent for every unit that is not manufactured in the U.S., it makes sense to add a th…

channelnews : Samsung War With Chinese OLED Panel Maker Intensifies Apple & Fold Supply Threatened

The ongoing rivalry between South Korea’s Samsung Display and China’s BOE Technology Group has intensified, with BOE filing another patent infringement lawsuit in the U.S., accusing Samsung of unauthorized use of its OLED technologies in smartphones, monitors, and next-gen laptops. The dispute could disrupt the supply of OLED panels for future iPhones and Samsung’s flagship devices. In its second lawsuit in two months, BOE alleges that Samsung D…

iPhones Could—Forcibly—Say Goodbye to BOE Displays Soon

BOE has been trying to become a fixture in display supply for Apple. However, it looks like its plan is in trouble. This is not because of any change of heart, but because of the alleged violation of trade secret laws by the display manufacturer. The case is currently under scrutiny of the US International Trade Commission. Preliminary US ITC ruling is unfavorable to BOE Samsung Displays is the major name in the OLED display manufacturing segmen…

BOE Files New OLED Patent Lawsuit Against Samsung

Apple is said to be evaluating contingency plans, including diversifying suppliers to reduce legal risk.