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A preliminary ruling by the US International Trade Commission (ITC) could ban several iPhone models from American markets over stolen trade secrets, potentially affecting Apple's upcoming iPhone 17 lineup before it even launches.The ITC found that Chinese display maker BOE and seven subsidiaries violated US trade law by misappropriating
Samsung Display
's confidential OLED technology. The ruling recommends blocking imports of infringing OLED panels and forcing BOE to cease US sales of existing inventory.Current iPhone 15, 15 Plus, 16, 16 Plus, and 16e models sold in America contain BOE-supplied OLED displays. Many of these devices will likely remain on sale after the iPhone 17 announcement this fall, creating significant complications for Apple if the ruling stands.
BOE's expanding role in Apple's supply chain faces major setback
The Chinese manufacturer has been aggressively ramping up OLED production to recapture a major role in Apple's supply chain. BOE is planning to supply Apple with advanced LTPO displays for the first time this year, specifically for iPhone 17 Pro and iPhone 17 Pro Max models destined for China, according to Korea's ETNews.However, Apple reportedly plans to restrict BOE iPhone 17 Pro models to China due to performance benchmark failures. The company currently only supplies Apple with displays lacking the advanced low-temperature polycrystalline oxide technology that enables ProMotion variable refresh rates.
Final decision looms as Samsung escalates legal pressure
The legal battle stems from Samsung Display's October 2023 complaint alleging BOE unlawfully used proprietary OLED manufacturing technology. Samsung expanded its offensive in April 2025 by filing additional civil suits in Texas federal court, seeking damages for lost profits and punitive compensation.If forced to replace BOE in its US supply chain, Apple would likely shift orders to Samsung and LG, which already provide OLED panels for various iPhone models. The ITC's final decision is expected in November 2025, after which the President will have 60 days to approve or veto the ruling.Preliminary ITC rulings rarely change before final judgment, making a BOE import ban increasingly likely.