According to Reuters and Fox News, the U.S. Congress is currently holding a vote on the 2026 defense authorization bill, which totals $901 billion. On December 10 local time, the U.S. House of Representatives passed the bill with a vote of 312 in favor and 112 against. It will now be reviewed by the Senate.

According to the introduction, the U.S. Congress's two chambers annually pass the defense authorization bill for the next fiscal year according to the Constitution, which is signed into law by the President and serves as a guiding document for the U.S. defense annual budget and defense policy.

A clause in the bill has already attracted attention — it may prohibit the Pentagon from purchasing displays from companies in China or Russia. Specifically, the bill requires the Pentagon to map out its electronic display needs until 2040 and develop strategies based on that, aiming to end reliance on display technology from countries such as China and Russia by 2030.

This new clause was proposed by Republican Representative Austin Scott of Georgia in September this year. The representative claimed that key equipment used by the U.S. military, including cockpit displays of fighter jets, wearable display devices of individual combat systems, and handheld electronic devices, all use OLED displays produced by Chinese companies. Relying on display technology from countries such as China and Russia would pose a risk to so-called U.S. "national security."

This is not the first time the U.S. government has attempted to suppress Chinese display companies. Previously, the U.S. House Armed Services Committee approved an amendment in July this year, requiring the Pentagon to review whether to include Chinese companies such as BOE and Tianma on the U.S. "military-related enterprises" list.

However, Reuters reported that some U.S. experts have warned that China has rapidly risen in the display industry — companies such as BOE have gained business from Apple, the iPhone manufacturer, and occupy considerable shares in the international market. If the U.S. military is forced to stop purchasing products from China, it may be difficult to ensure the supply of displays in an emergency. Additionally, the 2030 deadline also puts pressure on the U.S. military and even U.S. suppliers, such as having to transfer production plants or find new contractors, etc.

According to the latest report released by CounterPoint Research, global OLED panel shipments grew 14% quarter-over-quarter and 5% year-over-year in the third quarter of 2025.

Among them, domestic panel manufacturers continued to maintain growth. BOE achieved a 40% year-over-year increase in notebook computer and a 27% year-over-year increase in smartphone markets, with a total market share of 9%. Visionox also saw a high month-over-month growth of 31%, raising its share from 6% to 7%. Tianma's shipment increased by 11% month-over-month and 28% year-over-year, with a market share of 5%.

In addition, according to reports, the bill also includes procurement bans targeting multiple fields in China, including batteries, photovoltaic components, and biotechnology.

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Original: toutiao.com/article/7582864276633829898/

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