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BOE's Troubles: Potential Disruption in Apple's Display Supply Chain

Source：seemyphone.com Date：2025-07-21

BOE is facing potential disruption in its partnership with Apple due to an alleged violation of federal trade secret laws. The U.S. International Trade Commission (ITC) ruling could lead to Apple dropping BOE as an iPhone display supplier, impacting the production of future iPhone models. BOE, known for its OLED displays, has been a key supplier for Apple, but this ruling could shake up the display supply chain for the tech giant.

Is BOE at Risk?

BOE has been ramping up its production capacity to meet Apple's demands, but this recent ruling puts its position at risk. If Apple is forced to drop BOE as a supplier, Samsung and LG are likely to absorb BOE's iPhone panel orders. BOE has also been embroiled in legal battles with Samsung over patent infringement, adding to its challenges in the market.

Image Credit - PhoneArena

With uncertainties looming over BOE's future as an iPhone display supplier, the display supply chain for Apple could face disruptions. This could lead to delays in iPhone production and potential price hikes for consumers. Apple may need to reevaluate its display sourcing strategy to mitigate any impact from BOE's troubles.