Component

TFT backplane

Thin-film transistor array (amorphous silicon, LTPS, or oxide) that switches each pixel on an LCD or OLED panel.

Criticality High
Unit cost $4
Quality 70 / 100
US completeness 4.0
Made in US 10,000,000 units
Current demand 250,000,000 units
US exports 800,000 units
Opportunity score 91.8

Domestic vs international supply

US 4% Import 96%
Export 0.3%

Planned US investment, next 5 years

$2.2B

Expected extra output: 160,000,000 units per year

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