20.12.2013 Views

Thin Wafer Market & Applications - I-Micronews

Thin Wafer Market & Applications - I-Micronews

Thin Wafer Market & Applications - I-Micronews

SHOW MORE
SHOW LESS

You also want an ePaper? Increase the reach of your titles

YUMPU automatically turns print PDFs into web optimized ePapers that Google loves.

<strong>Thin</strong> <strong>Wafer</strong> <strong>Market</strong> &<br />

<strong>Applications</strong><br />

PVA Tepla Matech Oerlikon EVGroup<br />

Invensense<br />

OVT<br />

Report Sample<br />

© 2011<br />

Copyrights © Yole Développement SA. All rights reserved.


Table of Contents<br />

• Objective of the report<br />

• Table of Contents<br />

• List of companies mentioned in the report<br />

• Executive Summary<br />

• 2010-2016 <strong>Thin</strong> <strong>Wafer</strong> <strong>Market</strong> Forecasts......24<br />

– <strong>Thin</strong>ned wafers vs. TOT number of shipped wafers<br />

– <strong>Thin</strong> wafers shipment in 300 mm eq.<br />

– 2010-2016 thin wafer shipment forecast by application<br />

– 2010-2016 thin wafer shipment forecast by wafer<br />

diameter<br />

– 2010-2016 thin wafer shipment forecast by wafer<br />

thickness<br />

• <strong>Thin</strong> <strong>Wafer</strong> Players……………………………..37<br />

– 2010 main thin wafers<br />

– 2010 geographic breakdown for thin wafer processing in<br />

% of number of processed wafers<br />

– 2010 wafer size breakdown for thin wafer processing in<br />

% of number of processed wafers<br />

– <strong>Thin</strong> wafer processors<br />

• Description of applications……………..81<br />

– MEMS<br />

– CMOS Image Sensors<br />

– Power Devices<br />

– RF Devices (GaAs)<br />

– LEDs<br />

– Advanced Packaging:3D TSV/Interposers<br />

• <strong>Thin</strong> wafer technologies overview..….160<br />

– <strong>Wafer</strong> <strong>Thin</strong>ning<br />

– Dry Polishing<br />

– <strong>Thin</strong> <strong>Wafer</strong> Handling: the different solutions<br />

– <strong>Wafer</strong> Dicing<br />

• Final conclusions…………………….…214<br />

• Appendices<br />

– Yole Développement presentation<br />

© 2011• 2<br />

Copyrights © Yole Développement SA. All rights reserved.


Objective of the Report<br />

• This report provides market perspectives for thin wafer markets & applications.<br />

• It covers the following <strong>Thin</strong> <strong>Wafer</strong> applications:<br />

– MEMS<br />

– CMOS Image Sensors (incl. BSI)<br />

– Power Devices<br />

– LEDs<br />

– RF<br />

– Memory & Logic<br />

– Interposers and Advanced Packaging<br />

• For each application, market forecast in WSPY & market value ($) by wafer size<br />

and thickness, and characteristics are given (wafer size, thickness)<br />

• A ranking of the major companies worldwide processing thin wafers has been<br />

made.<br />

• In a second part, technical aspects for thin wafer manufacturing are presented:<br />

– <strong>Thin</strong>ning<br />

– Handling & temporary bonding<br />

– Dicing<br />

© 2011• 3<br />

Copyrights © Yole Développement SA. All rights reserved.


Objective of the Report<br />

• This report does NOT cover:<br />

– The report does NOT cover thinning equipment forecast.<br />

– PV application is NOT covered in this report. Current thickness is about 180-<br />

220µ and thickness could approach 100µ by 2020. But both materials and tools<br />

are VERY different from the semiconductor industry (wafers are 125x125 or<br />

156x156 mm²). <strong>Wafer</strong> thickness decrease was important a few years ago when<br />

the silicon price was at very high levels (~$400/kg, spot price, compared to<br />

$50-60/kg today). It is still interesting to decrease the wafer thickness, but with<br />

standard approaches (ingot-sawing-wafer) it is economically quite<br />

challenging; ribbon approaches (no ingot growth and sawing) provide lower<br />

quality wafers, and new approaches (ion implantation, direct wafering, etc.)<br />

are still under development.<br />

© 2011• 4<br />

Copyrights © Yole Développement SA. All rights reserved.


List of Companies Mentioned in the Report<br />

3M, Accretech, ADI, AIT, AKM, ALLVIA, ALSI, AMAT,Aptina / Micron, Avago, Brewer,<br />

Canon, Corning, Cree, Dalsa, Denka, Denso, Discera, Disco, Dongbu HiTek,<br />

DoubleCheck Semiconductors, Dynatex, Dupont, Dynatex, Elmos (SMI), Elpida, Epistar,<br />

ERS, ESI, EVG, FhG IZM, Fico, Formosa Epitaxy, Freescale, Genesis, Furukawa,<br />

Hamamatsu, HH NEC / Grace, Hitachi Chemical, Huga, Hynix, IBM , IMT, Infineon, Intel,<br />

Invensense, JCAP, Kionix, Laserod, Lextar , Lighthouse (AU Opto), LG Innotek, Lintec,<br />

Loadpoint, Lumileds, Micralyne, Micron, Misui Chemical, Nanya, Nichia, Nitta corp., Nitto<br />

Denko, Osram, Okamoto, Panasonic, PlanOptik, Powerchip, ProMOS, Renesas, Ricmar,<br />

Robert Bosch, Rorze, Samsung, Schott, Scrypt, Sekusui, Seoul Optodevice, Shinko,<br />

Silex, SMIC, Sony, Spansion, STM, Strasbaugh, Sumitomo Chemical, SUSS MicroTEC,<br />

Synova, Sysmelec, Takada, Tekcore, TEL, Texas Instruments, Tezzaron, TMAT, tMt,<br />

TOK, Toshiba , Tower, Toyoda Gosei, Tronic's, TSMC, Veeco, VTI, X fab, Xiamen Sanan<br />

Optoelectronics, Yushin.<br />

© 2011• 5<br />

Copyrights © Yole Développement SA. All rights reserved.


Why <strong>Thin</strong> <strong>Wafer</strong>s?<br />

• Consumer electronics are driving the need for smaller, higher performing, lower cost device<br />

configurations for use in applications such as memory, wireless devices...<br />

• These new options, in turn, are pushing demand for thin and even ultra-thin semiconductor<br />

wafers (below 40µm).<br />

• <strong>Thin</strong> wafer benefits are:<br />

– Reduced thickness and thus thinner packages (for cell phones, packaged dies must be < 1.2 mm<br />

thick - it is 1 mm for smart phones)<br />

– <strong>Wafer</strong> thinning is the most efficient approach used for heat dissipation for thermal management<br />

– For 3D integration, thin wafers bring higher through Si vias density as pitch and dimensions are<br />

becoming smaller<br />

• But, as wafer thickness decreases to 100µm and below, manufacturing challenges arise.<br />

Ultra-thin wafers are less stable and more vulnerable to stresses, and the die can be prone<br />

to breaking and warping—not only during grinding but also at subsequent processing steps.<br />

To address these challenges, special <strong>Wafer</strong> Support Systems have to be developed to<br />

support the wafer during backgrinding and subsequent post-thinning processes. Processes,<br />

equipment and materials for temporary bonding have ben addressed in the “<strong>Thin</strong> <strong>Wafer</strong><br />

Manufacturing” Yole report.<br />

© 2011• 6<br />

Copyrights © Yole Développement SA. All rights reserved.


From “Standard” Thickness to Ultra-thin <strong>Wafer</strong>s<br />

• The demand for ultra-thin wafers has increased in a wide range of applications such as stacked<br />

packages, portable communication devices, smart cards, cellular phones …<br />

• This, in turn, requires new handling technologies.<br />

Technology limit for handling: special equipment and<br />

processes are required (e.g. temporary bonding to a support<br />

carrier)<br />

<strong>Thin</strong> wafer<br />

drivers<br />

High interconnect<br />

density:<br />

Aggressive TSV<br />

pitch & diameters<br />

Power<br />

dissipation,<br />

higher electrical<br />

performance<br />

IC package<br />

devices:<br />

Reduced<br />

package size<br />

and thickness<br />

© 2011• 7<br />

Copyrights © Yole Développement SA. All rights reserved.


<strong>Thin</strong> <strong>Wafer</strong> <strong>Applications</strong><br />

Power Devices<br />

LEDs<br />

Interposers<br />

RF<br />

MEMS<br />

Source: Micron<br />

3D Stacking of<br />

memory, logic<br />

CMOS Image<br />

Sensors<br />

© 2011• 8<br />

Copyrights © Yole Développement SA. All rights reserved.


<strong>Thin</strong> wafers roadmap<br />

TODAY (2011) TOMORROW (2015)<br />

MEMS substrates 500-100µ<br />

MEMS capping 100-300µ<br />

ASIC MEMS 100-150µ<br />

CIS Packaging 200µ<br />

CIS BSI<br />


<strong>Wafer</strong> shipment in millions<br />

(300 mm eq.)<br />

<strong>Thin</strong>ned <strong>Wafer</strong>s vs. TOT Number of Shipped <strong>Wafer</strong>s<br />

• By 2016, we estimate the TOTAL number of thin wafers in 300 mm eq. will be 73.8 million<br />

wafers. This would represent about 55% of the total shipment for 300 mm eq. wafers<br />

• 2010-2016 CAGR for thin wafer shipment is 24%<br />

Ratio of thinned wafers vs. total number of shipped wafers<br />

(volume in millions of 300mm eq.)<br />

160<br />

140<br />

120<br />

100<br />

60%<br />

50%<br />

40%<br />

80<br />

60<br />

40<br />

20<br />

0<br />

2010 2011 2012 2013 2014 2015 2016<br />

TOT semiconductor IC wafers (12" eq.) 76 84 92 101 111 122 135<br />

TOT thin wafers (12" eq.) 20,4 25,7 31,4 38,1 48,0 60,2 73,8<br />

Ratio 27% 31% 34% 38% 43% 49% 55%<br />

30%<br />

20%<br />

10%<br />

0%<br />

© 2011• 10<br />

Copyrights © Yole Développement SA. All rights reserved.


TOP <strong>Thin</strong> <strong>Wafer</strong> Processors<br />

© 2011• 11<br />

Copyrights © Yole Développement SA. All rights reserved.


Yole activities in MEMS<br />

Media business<br />

News feed / Magazines / Webcasts<br />

<strong>Market</strong> Research<br />

Reports<br />

<strong>Market</strong> research,<br />

Technology & Strategy<br />

Consulting services<br />

www.yole.fr<br />

© 2011• 12<br />

Copyrights © Yole Développement SA. All rights reserved.


Available MEMS Reports<br />

Permanent <strong>Wafer</strong><br />

Bonding<br />

<strong>Thin</strong> <strong>Wafer</strong><br />

Handling<br />

MEMS Microphone<br />

Ferro-Electric<br />

<strong>Thin</strong> Films<br />

Trends in MEMS<br />

Manufacturing &<br />

Packaging<br />

New!<br />

New!<br />

New!<br />

New!<br />

New!<br />

Motion Sensors for<br />

Consumer & Mobile<br />

applications<br />

IMU &High<br />

Performance MEMS<br />

MEMS & Sensors<br />

for Smartphones<br />

Uncooled IR Cameras &<br />

detectors for thermography<br />

& nigh Vision<br />

CMOS Image Sensors<br />

New!<br />

MEMS Cosim+<br />

MEMS Manufacturing<br />

Cost Simulation Tool<br />

MEMS Players:<br />

Analysis of Financial<br />

Performance<br />

© 2011• 13<br />

Copyrights © Yole Développement SA. All rights reserved.

Hooray! Your file is uploaded and ready to be published.

Saved successfully!

Ooh no, something went wrong!