Component
IPS LCD
In-plane-switching LCD. Liquid crystals rotate in the plane of the glass for wide viewing angles and stable color. Still needs a backlight.
Criticality
High
Unit cost
$90
Quality
80 / 100
US saturation
3.0
Made in US
4,000,000 units
Current demand
140,000,000 units
US exports
320,000 units
Opportunity score
72.7
Domestic vs international supply
Planned US investment, next 5 years
$1.8B
Expected extra output: 17,000,000 units per year
Requires
LCD glass
Liquid crystal
LED backlight
Polarizer film
TFT backplane
Color filter