Component

BLDC motor

Brushless motor with neodymium magnets. Best efficiency, weakest US magnet path.

Criticality High
Unit cost $70
Quality 92 / 100
US completeness 7.6
Made in US 800,000 units
Current demand 12,000,000 units
US exports 64,000 units
Opportunity score 89.0

Domestic vs international supply

US 8% Import 92%
Export 0.5%

Planned US investment, next 5 years

$900M

Expected extra output: 3,200,000 units per year

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