Component
White OLED panel
White-OLED stack with a color filter, common in large TVs. Vacuum-deposited organics, not inkjet.
Criticality
Critical
Unit cost
$90
Quality
91 / 100
US completeness
0.8
Made in US
100,000 units
Current demand
20,000,000 units
US exports
8,000 units
Opportunity score
99.4
Domestic vs international supply
Planned US investment, next 5 years
$3B
Expected extra output: 1,500,000 units per year
Requires
LCD glass
TFT backplane
Organic semiconductor
Color filter