Component
LCD glass
Thin display glass from silica sand and alumina. More established in the US than OLED film, still mostly imported.
Criticality
High
Unit cost
$4K
Quality
70 / 100
US completeness
13.1
Made in US
80,000 tonnes
Current demand
600,000 tonnes
US exports
6,400 tonnes
Opportunity score
84.5
Domestic vs international supply
Planned US investment, next 5 years
$900M
Expected extra output: 56,000 tonnes per year
Product paths
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