Component
Main board
Phone logic board: PCB, solder, and a processor. Swap an application processor (SoC) for a microcontroller.
Criticality
Critical
Unit cost
$55
Quality
90 / 100
US saturation
0.1
Made in US
500,000 units
Current demand
130,000,000 units
US exports
40,000 units
Opportunity score
75.5
Domestic vs international supply
Planned US investment, next 5 years
$5B
Expected extra output: 23,000,000 units per year
Requires
Printed circuit board
Processor
- Application processor (default)
- Microcontroller
Solder
Radio SoC
DRAM
NAND flash
Power-management IC