BOE(SZ:000725) Chang Jiang Shang Bao·2025-11-19 23:45Core Viewpoint - The patent litigation between BOE Technology Group and Samsung Display, which lasted for three years, has been resolved through a settlement, with both parties submitting a joint request to the U.S. International Trade Commission (ITC) to terminate the investigation [2][3][9]. Group 1: Litigation Background - The dispute began in December 2022 when Samsung Display accused BOE of infringing on four OLED patents related to mobile device display panels [3][4]. - In May 2023, BOE initiated a series of counter-lawsuits against Samsung in China, claiming patent infringement involving OLED technology [4]. - Samsung subsequently filed additional lawsuits in the U.S., including claims of trade secret infringement [4][7]. Group 2: Settlement Details - The settlement was reached before a final court ruling, and both companies agreed to withdraw all pending lawsuits in the U.S., China, and other jurisdictions [9][10]. - Specific terms of the settlement have not been disclosed [10]. Group 3: Company Profile and R&D Investment - BOE, founded in April 1993, is a leading IoT innovation enterprise with a business structure centered around semiconductor displays and various technology solutions [2][11]. - The company has invested over 600 billion yuan in R&D from 2021 to the first three quarters of 2025, with annual R&D expenditures showing consistent growth [11][12]. - As of the end of 2024, BOE has filed over 100,000 patents, with more than 90% of new applications being invention patents [12]. Group 4: Market Position and Financial Performance - BOE is a major player in the semiconductor display market, supplying one in every four display screens for smart terminals globally [13]. - The company has maintained profitability despite low display panel prices, reporting net profits of 25.47 billion yuan in 2023 and 53.23 billion yuan in 2024, with a 39.03% year-on-year increase in the first three quarters of 2025 [13].