Component
Vacuum-deposited AMOLED
Active-matrix OLED made by evaporating organic layers in vacuum onto glass. This is the usual smartphone OLED, not a printed panel.
Criticality
Critical
Unit cost
$42
Quality
93 / 100
US saturation
0.7
Made in US
200,000 units
Current demand
140,000,000 units
US exports
16,000 units
Opportunity score
78.2
Domestic vs international supply
Planned US investment, next 5 years
$8B
Expected extra output: 8,000,000 units per year
Requires
Cover glass
TFT backplane
Organic semiconductor