Samsung recently won a significant infringement case against Chinese display manufacturer BOE, resulting in the International Trade Commission ruling that BOE infringed on Samsung Display’s trade secrets. As a result, new restrictions will be imposed on BOE, preventing the import of products containing its display panels into the U.S. This ruling is expected to affect the pricing of the upcoming iPhone 17e, which was supposed to use BOE panels. The restriction may lead to an increase in the prices of the iPhone 17e.
Impact on iPhone 17 Display Production
BOE's failure to meet Apple's standards for the iPhone 17 display production had already placed its orders at risk. The ruling by the ITC will further complicate BOE's business dealings with Apple moving forward.
Consequences for Apple
BOE has been a major supplier to Apple, providing displays for products like the iPhone 16e and even having a share in MacBook display production. The restrictions imposed on BOE could potentially disrupt Apple's supply chain and increase manufacturing costs.
