Note: I am not a SME, please make any corrections as needed
The issue is that premium Chinese TV manufacturers still make use of South Korean OLED panels, because the Koreans have an iron grip on the manufacturing of large OLED panels and are well protected by patents in global markets. You can't just copy their technology & expect to sell it every where.
The global patents system prevents near term competition outside of China (patents are setup to favor first movers). Presuming the goal is global dominance, the answer as always is to leap frog via new technology. If China wants to dominate in display panels then it has to invest early in next generation technology across the entire supply chain, like it did in EVs.
These two points are quite important.
I believe BOE is only producing small format OLED panels (phones, tablets). I don't believe any panels for computer monitor and above (27"+) are made by Korean companies.
Also, the Koreans basically split the market where Samsung is concentrating on small panels, and LG for large format.
The second point, we must remember... At the risk of sounding like some crazy hardline communist, patent infringement is also basically the worst of capitalist rent-seeking. In theory, it is trying to reward the innovative to give them a return on investment, but nowadays is just used as a weapon of lawfare by companies. Despite independently developing an OLED manufacturing line, BOE is at the mercy of Samsung who was first.
Or you can ignore global patents system, kill the competition with lower cost. Anyone who wants to impose patent ruling on you gets retaliation. Copying has been a Chinese playboy as well. And when there is already tech available. Copying is the way to go rather than reinvent the wheel
There is no reason why oled should only be coming from Koreans.
China needs to make sure west and its vassals can not use so called international order to suppress it. If US has banned a Chinese company. Ban a US company and a Korean company as retaliation.
While BOE will be hurt by losing Apple's business, most likely they will be able to sell this panel capacity to brands outside the US market. There is a world beyond the US, and is in fact where most of the Chinese brands make the most money.
Again, this is not a matter of technology, it is merely a matter of interpretation of law. Chinese companies are already on the forefront of OLED and microLED panel technology, in addition to BOE, there is Visionox, Tianma, TCL-CSOT, etc.
Problem is that Samsung started commercializing this tech 20 years ago and was able to accumulate a literal
wealth of patents. This is why US lawyers routinely buy up random bankrupt companies for pennies on the dollar and start sending out letters threatening to sue companies.
Do Hisense TCL etc use their own panels?
TCL does (CSOT subsidiary), not sure about Hisense...
