Component

Plastic substrate

Clear PET film that the OLED stack is printed onto.

Criticality Medium
Unit cost $2.5K
Quality 60 / 100
US completeness 22.1
Made in US 40,000 tonnes
Current demand 180,000 tonnes
US exports 3,200 tonnes
Opportunity score 72.3

Domestic vs international supply

US 22% Import 78%
Export 1.8%

Planned US investment, next 5 years

$600M

Expected extra output: 60,000 tonnes per year

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