On August 2, 2025, momentum built in Washington as the latest U.S. National Defense Authorization Act advanced proposals to scrutinize BOE Technology Group, a key Apple display supplier, for potential ties to the Chinese military. The bill, approved by congressional committees in July and expected to become law later this year, instructs the Pentagon to assess whether BOE should be classified as a Chinese military company. Though this designation would not immediately disrupt BOE’s commercial relationships, it could bar the company from the U.S. military supply chain and intensify pressure on tech firms like Apple to diversify suppliers. Experts have flagged concerns that China’s state support for BOE has made U.S. technology and defense supply chains vulnerable, especially as China now produces over 70% of the world’s display screens. Meanwhile, ongoing U.S.-China tariff negotiations remain tense, with the threat of tariffs as high as 50% on key electronics components looming if talks falter. BOE and Apple have not responded publicly to these developments, while industry reports argue the global display panel market remains competitive with no single supplier controlling critical supply.