Component
Solar backsheet
The polymer sheet on the back of a module that insulates and weathers the cells.
Criticality
Medium
Unit cost
$4
Quality
68 / 100
US saturation
25.0
Made in US
20,000,000 square meters
Current demand
80,000,000 square meters
US exports
1,600,000 square meters
Opportunity score
73.7
Domestic vs international supply
Planned US investment, next 5 years
$400M
Expected extra output: 15,000,000 square meters per year