🖥️ 🇨🇳 BOE Guilty of Stealing 🇰🇷 Samsung OLED Trade Secrets

Source: U.S. International Trade Commission (ITC) — Initial Determination 11 Jul 2025
Final Ruling: Expected Nov 2025

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1️⃣ Executive Snapshot

Ruling Body : US ITC

Accused : BOE + 7 subsidiaries

Charge : Misappropriation of Samsung Display’s OLED trade secrets

Outcome : Guilty — prelim ruling

Sanctions : 14y 8m limited exclusion order + cease‑and‑desist

Impact : Ban on BOE OLED imports & US marketing/sales

Note : Panels often arrive embedded in phones — complicates direct enforcement

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2️⃣ How BOE Allegedly Obtained Tech

- Ex‑Samsung hires with insider process knowledge
- Supplier pressure for confidential data
- Rapid replication of Samsung’s proprietary OLED stack/process

💡 Focus is on trade secrets, not patents — enabling longer, broader remedies.

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3️⃣ Orders & Scope

Limited Exclusion Order (LEO)

- Duration (14 years and 8 months) matches Samsung’s development timeline
- Blocks import of BOE OLED panels into US

Cease‑and‑Desist Order (CDO)

- Targets US subsidiaries
- Prohibits marketing, selling, distributing panels in US — including existing inventory

Enforcement wrinkle: Panels embedded in finished goods (e.g., iPhones) may evade border checks unless downstream products are targeted.

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4️⃣ Timeline

2024 : ITC found BOE infringed 3 Samsung OLED patents (no ban)

11 Jul 25 : Prelim ITC ruling: BOE guilty of trade secret theft

Nov 25 : Final ruling due — prelim findings rarely overturned

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5️⃣ OLED Supply Impact — iPhone Q2 2025

| Supplier | Share % |
|------------------|---------|
| Samsung Display | 56.0 |
| LG Display | 21.3 |
| BOE | 22.7 |

If ban holds:

- Apple may shift US‑bound orders to Samsung/LG → Korean share rises
- China‑only iPhones may still use BOE
- Reduced competition could lift panel prices

As per rumours

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🏭 National Manufacturing Mission — Draft Brief

📌 Snapshot

Purpose : Unified mission to accelerate Make in India via policy, execution roadmaps, and strong governance

Status : Draft finalized by NITI Aayog; inter‑ministerial consultations done; launch imminent

Governance : Empowered body with clearance powers to coordinate Centre–State execution

Five Pillars : Ease & cost of doing business • Future‑ready workforce • Vibrant MSMEs • Technology access • Product quality

Focus : 15 labour‑intensive sectors + clean‑tech manufacturing

Linked Schemes : Footwear & Leather Focus Product Scheme • National Action Plan for Toys

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🎯 Design & Scope

- Covers SMEs to large industries; aligns central & state efforts.
- Pillars in action: cut cost stack (logistics, power, compliance, finance); skill workers to factory needs; deepen MSME finance & markets; expand tech access; align quality standards with global norms.

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🏷️ Sector Thrusts

Labour‑Intensive : Auto components, leather, footwear, light engineering — for jobs & exports

Clean‑Tech : Solar PV, EV batteries, motors/controllers, electrolyzers, wind turbines, VHV grid gear, grid‑scale batteries

Footwear & Leather Scheme : ₹4 lakh cr turnover • ₹1.1 lakh cr exports • 22 lakh jobs

Toys Action Plan : Global hub positioning, cluster & quality focus

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📅 Status

- ✅ Draft ready with ministry inputs
- ⏳ Launch expected soon; tied to Union Budget 2025–26
- 🏛 Governance body to monitor and fast‑track decisions

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📊 Potential Impact

- Cost Competitiveness — reduce factory‑gate costs
- Job Creation — in employment‑heavy sectors
- Strategic Depth — localised clean‑tech supply chains

👀Proposed KPIs

Factory‑Gate Cost Index : Benchmark competitiveness

Time‑to‑Commission : Approvals → production speed

Domestic Value Addition : Local content in clean‑tech

Export Intensity : % output exported

MSME Credit Flow : Depth of financial access

Skills Conversion Rate : Training → job placement in ≤90 days

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⚠️ Key Risks & 🔑 Mitigation

Centre–State friction : SLA‑bound compacts + performance grants

Policy overlap : Rationalise PLIs & cluster schemes

Standards gap : BIS–IEC/ISO alignment + lab upgrades

Skills mismatch : OEM‑designed curricula, productivity metrics

Capex without demand : Anchor‑buyer pacts & procurement pipelines

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🔭 Watchpoints

- Official NMM mandate & powers
- Final list of targeted sectors & tools
- Clean‑tech DVA thresholds
- State participation in SLA compacts
- Public KPI dashboards from launch
- Integration with PLIs, FTAs, logistics policy

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IPhone 17 Air Sky Blue

HDFC Bank Now Increased Minimum Balance Criteria For New Savings Account Customer

- ₹25,000 For Urban and Semi-Urban
- ₹10,000 For Rural Account

6% or ₹600 is Penalty For Non-Maintenance

ICICI Bank Reduced Minimum Balance Requirement To ₹15,000 From Recently Hiked ₹50,000

Revised Details in image

Oppo-fication progress - 100%

☀️ India’s Solar PV Module Capacity Hits 100 GW

📌 Overview

India’s solar photovoltaic (PV) module manufacturing capacity enlisted under the Approved List of Models and Manufacturers (ALMM) has reached 100 GW—a meteoric rise from just 2.3 GW 10 years ago.

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🏭 What the 100 GW Means

- The figure represents ALMM‑certified domestic capacity, i.e., only those manufacturers and models approved for use in government or government‑assisted solar projects.
- ALMM Origin: Issued January 2, 2019; first list published March 10, 2021 with ~8.2 GW.
- Today: 100 manufacturers operating 123 units are listed, up from 21 manufacturers in 2021.

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🚀 Key Drivers Behind the Surge

- 🔧 Production Linked Incentive (PLI): Boosted private investment in high‑efficiency module lines and vertical integration.
- 📜 ALMM as a Quality Filter: Ensures only certified modules are deployed in subsidised or government projects.
- 💰 Tariff Measures: 40% Basic Customs Duty on imported modules to encourage local manufacturing.
- 📅 Phased Rollout: ALMM enforcement deferred in FY24, reinstated April 1, 2024; solar cells to be included June 1, 2026.

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📊 By the Numbers

| Metric | Then | Now |

| Module manufacturing capacity (ALMM‑listed) | 2.3 GW (2014) | 100 GW (2025) |

| First ALMM list capacity | 8.2 GW (2021) | — |

| Enlisted manufacturers | 21 (2021) | 100 (2025) |

| Manufacturing units | — | 123 (2025) |

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🌏 Why It Matters

- Domestic Demand vs. Capacity: 100 GW is ~4× India’s annual solar deployment, leaving room for exports.
- Ecosystem Strength: A broad manufacturing base reduces reliance on imports and boosts resilience.
- Energy Goals: Aligns with Atmanirbhar Bharat and 2030 clean energy targets.

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🔮 What’s Next

- Upstream Expansion: Push into cells, wafers, and polysilicon to cut raw material import dependency.
- Tech Upgrades: High‑efficiency and advanced module types will dominate.
- Export Strategy: Key to sustaining utilisation rates given current domestic demand levels.
- Smooth Deployment: Project pipeline health, grid readiness, and stable policy will be critical.

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