The US is reportedly moving to impose a long-term sales ban on OLED panels made by China’s BOE Technology, raising the prospect of a significant reshuffle in Apple’s display supply chain. The measure is expected to ripple upstream through suppliers of display driver ICs (DDI), foundries, and outsourced semiconductor assembly and testing (OSAT) firms in Taiwan.
US weighs BOE OLED ban, putting Apple’s display supply chain in flux
01
Sep