Component
Plastic substrate
Clear PET film that the OLED stack is printed onto.
Criticality
Medium
Unit cost
$2.5K
Quality
60 / 100
US saturation
22.1
Made in US
40,000 tonnes
Current demand
180,000 tonnes
US exports
3,200 tonnes
Opportunity score
64.0
Domestic vs international supply
Planned US investment, next 5 years
$600M
Expected extra output: 60,000 tonnes per year