Component

Polarizer film

Polarizing film for LCD stacks.

Criticality High
Unit cost $9K
Quality 65 / 100
US completeness 8.0
Made in US 4,000 tonnes
Current demand 50,000 tonnes
US exports 320 tonnes
Opportunity score 88.6

Domestic vs international supply

US 8% Import 92%
Export 0.6%

Planned US investment, next 5 years

$300M

Expected extra output: 8,300 tonnes per year

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