BOE(SZ:000725) 国芯网·2025-08-14 12:32Core Viewpoint - The article discusses the preliminary ruling by the U.S. International Trade Commission (ITC) against BOE Technology Group, stating that the company infringed on Samsung Display's trade secrets related to OLED products, which could lead to significant losses for Samsung [2][4]. Group 1: ITC Ruling and Implications - The ITC's preliminary ruling is not final and does not have enforceable power; the final decision is expected in November [4]. - If the final ruling confirms the infringement, a limited exclusion order could be issued, prohibiting the import of standalone OLED panel devices [4]. - Current reports suggest that the preliminary ruling will not have a substantial impact on BOE, and the media may be exaggerating the situation to undermine Chinese panel manufacturers [4]. Group 2: Market Impact and Competitor Analysis - In Q2 of this year, BOE held a 22.7% market share in the small OLED panel market for iPhones [4]. - Analysts predict that even if BOE is banned from supplying Apple, the company may redirect its products to other regions initially [4]. - However, in the long term, the uncertainty surrounding BOE's business could lead to a significant decrease in its market share, benefiting competitors like Samsung Display and LG Display [4].