Guan Cha Zhe Wang·2025-12-12 07:15Group 1 - The U.S. Congress is voting on the National Defense Authorization Act for fiscal year 2026, totaling $901 billion, with the House passing it by a vote of 312 to 112, awaiting Senate review [1] - A notable provision in the act aims to prohibit the Pentagon from purchasing displays from Chinese or Russian companies, requiring a strategy to end reliance on these countries' display technology by 2030 [1][2] - This provision was initiated by Congressman Austin Scott, who highlighted that critical military equipment relies on OLED displays produced by Chinese companies, posing a risk to U.S. national security [1] Group 2 - The U.S. government has previously attempted to restrict Chinese display companies, with a military committee approving a measure to review whether companies like BOE and Tianma should be listed as "military-related" [2] - Experts warn that a forced ban on military procurement from China could hinder the U.S. military's ability to secure display supplies in emergencies, adding pressure on U.S. suppliers to relocate production or find new contractors [2] - According to CounterPoint Research, global OLED panel shipments increased by 14% quarter-on-quarter and 5% year-on-year in Q3 2025, with Chinese manufacturers like BOE and Visionox showing significant growth [4]