Component
CMOS camera module
Phone camera: a CMOS image sensor behind a lens. Swap molded polymer optics for ground glass.
Criticality
High
Unit cost
$18
Quality
86 / 100
US completeness
0.8
Made in US
1,000,000 units
Current demand
200,000,000 units
US exports
80,000 units
Opportunity score
94.4
Domestic vs international supply
Planned US investment, next 5 years
$1.8B
Expected extra output: 25,000,000 units per year