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<strong>Embedded</strong> Wafer-Level-Packaging<br />

Fan-Out WLP / Chip Embedding in Substrate<br />

Be ready for the next generation of<br />

IC packaging & substrate assembly waves!<br />

Infineon<br />

Nokia<br />

FCI<br />

AT&S<br />

NXP<br />

STATs ChipPAC<br />

© 2010<br />

Copyrights © Yole Développement SARL. All rights reserved.


Table of Contents (1/2)<br />

• Scope of the Report & Definitions …...……. 3<br />

– Objectives of the report ………….……... 4<br />

• Executive Summary ………………………..… 9<br />

1) <strong>Embedded</strong> Packaging of active dies and<br />

passive components ………………….……. 10<br />

– Motivations and Drivers ………………... 18<br />

– Applications & End-markets: Status of<br />

commercialization …………………..…... 24<br />

• Cell-phone & Consumer applications<br />

• Automotive applications<br />

• Medical applications<br />

– 2009-2015 market forecasts for <strong>Embedded</strong><br />

packages ………………………………….... 32<br />

• In Package shipments (Munits)<br />

• In Packaging revenues ($M)<br />

– Supply chain emerging for embedded dies<br />

………………………………….…………….. 44<br />

• Players and positioning in the electronic value<br />

chain<br />

• Who is the most aggressive in the<br />

commercialization?<br />

• Who is doing what: partnership identified<br />

– Technology flavors for embedded package ... 51<br />

• Chip first versus chip last?<br />

• Single die embedding versus SiP module?<br />

• SiP multi-die integration<br />

• Discrete passive integration<br />

• Specific features integration (silicon interposers,<br />

holes, fluidic, hermetic cavities, etc…)<br />

• Challenges related to yield & supply chain<br />

– Equt & Material Tool-Box for <strong>Embedded</strong> die … 78<br />

– Cost structure for <strong>Embedded</strong> package<br />

manufacturing …………………………………..... 95<br />

• Comparison with competitive package alternative<br />

that <strong>Embedded</strong> die technology is looking for direct<br />

replacement (QFN, BGA, WLCSP, SOT, PoP…)<br />

• Cost structure target of <strong>Embedded</strong> die for different<br />

application case (RFID, IPD, Power MOSFET / IGBT,<br />

DC/DC converters, PMU, Wireless Connectivity ICs,<br />

Digital Baseband, Memories, etc …)<br />

– Conclusion on “sweets spots” for the<br />

introduction of <strong>Embedded</strong> die technology in the<br />

short / medium / long term ……………………. 102<br />

• Global Roadmap for <strong>Embedded</strong> die<br />

© 2010 • 2<br />

Copyrights © Yole Développement SARL. All rights reserved.


Table of Contents (2/2)<br />

2) Fan-Out WLP technology development … 120<br />

– Motivations and market drivers ………….... 44<br />

• Thermal performance of FOWLP package<br />

compared to FC-BGA package solution<br />

– Applications & status of commercialization<br />

– 2009-2015 market forecasts for FOWLP type of<br />

packages …………………………………….... 32<br />

• In Package shipments (Munits)<br />

• In Packaging revenues ($M)<br />

– Supply chain emerging for FOWLP ……….. 44<br />

• Players and positioning in the electronic value<br />

chain<br />

• Who is the most aggressive in the<br />

commercialization?<br />

• Who is doing what: partnership identified<br />

– FOWLP technologies and challenges<br />

• Who owns the IP in this space?<br />

• 1 st generation versus 2 nd generation FOWLP<br />

– TMV “Through Mold Via” fabrication<br />

• “Panel size” future manufacturing for FOWLP<br />

• Passive integration with FO-WLP technologies<br />

– Equipment & Materials for FO-WLP<br />

• Challenges in new material‟s selection and<br />

missing equipments<br />

– Cost structure for FO-WLP manufacturing<br />

• Competitive package alternative that FOWLP<br />

technology is looking for direct replacement<br />

(FC-CSP, FC-BGA, WB-BGA, PoP, etc…)<br />

• Cost structure for FOWLP by application (RF<br />

connectivity, Transceiver, PMU, wireless<br />

baseband SOC chip, etc…)<br />

– Conclusion on “sweets spots” for<br />

introduction of FOWLP technology in short<br />

/ medium / long term<br />

– Global Roadmap for Fan-Out WLP<br />

• Conclusion & Perspectives ….……… 136<br />

– Application space for each generation of<br />

FO-WLP & <strong>Embedded</strong> die technology<br />

– Impact of 3D TSV and silicon interposer<br />

technology concepts<br />

– Global 3D Packaging development<br />

roadmaps mixing interposer, FOWLP and<br />

<strong>Embedded</strong> die technologies<br />

• Appendix ……....…………….…….…… 152<br />

– Yole Developpement company<br />

presentation & services ..................... 183<br />

© 2010 • 3<br />

Copyrights © Yole Développement SARL. All rights reserved.


Scope of the Report<br />

Wafer-Scale-Packaging Platforms<br />

Wafer-Level<br />

Electrical Redistribution<br />

Wafer-Level<br />

Interface / Encapsulation<br />

Flip-chip & Wafer-Level<br />

Stacking / Integration<br />

WL-CSP<br />

‘Fan-in’<br />

FO-WLP<br />

‘Fan-Out’<br />

MEMS &<br />

Sensors<br />

Capping<br />

LED &<br />

Sensors<br />

Optics<br />

Systems<br />

with<br />

Fluidic<br />

<strong>Embedded</strong> IC<br />

in PCB / laminate<br />

3D IC<br />

& TSV<br />

Si on Si<br />

flip-chip<br />

Flip-chip<br />

BGA<br />

Courtesy of DALSA<br />

FOCUS of this<br />

new research report!<br />

FOCUS of this<br />

new research report!<br />

© 2010 • 4<br />

Copyrights © Yole Développement SARL. All rights reserved.


Objectives of the Report<br />

• This is the first report on <strong>Embedded</strong> Wafer-Level-Packaging technologies<br />

and markets from Yole Developpement.<br />

• The objectives of this first report are the followings:<br />

– Both Fan-Out WLP and Chip embedded package technologies analyzed<br />

– Key market drivers, benefits and challenges application by application<br />

– Market trends & figures with detailed breakdown by application<br />

– Description of the complete manufacturing BOM for embedded wafer level<br />

packaging:<br />

o Key equipments: for 200mm / 300mm / Panel manufacturing<br />

o Specific material‟s selection coming from both FE / BE / PCB / LCD area<br />

– Analysis of several embedded package target prices for a few key applications<br />

– Supply chain perspectives, key players and emerging infrastructure for<br />

embedded packaging<br />

o Analysis of the different possibility for the implementation of FO-WLP and chip<br />

embedding with the rationale behind (chip first / chip last, single die / multi-die / SiP<br />

module, etc …)<br />

© 2010 • 5<br />

Copyrights © Yole Développement SARL. All rights reserved.


Who should be interested in this Report?<br />

• Integrated semiconductor Device<br />

Manufacturers and fabless IC companies<br />

– Benchmark the industrialization status of<br />

embedded packaging technologies within the<br />

industry<br />

– Identify possible partnership /or second<br />

source packaging subcontractors for your<br />

forthcoming developments<br />

• Assembly and Test Service companies<br />

– Get the list of the main companies interested<br />

in <strong>Embedded</strong> WLP<br />

– Screen possible new applications and<br />

technologies to support diversification<br />

strategy with embedded packaging platform<br />

• Electronic module makers and Original<br />

Equipment Makers<br />

– Evaluate the availability and benefits of using<br />

embedded package components in your end<br />

system<br />

– Monitor different embedded WLP suppliers<br />

to adjust your sourcing strategy<br />

• PCB and IC substrate manufacturers<br />

– Monitor the evolution of IC packaging,<br />

assembly and test, especially linked to the<br />

emerging chip embedding<br />

– PCB-based technologies, FO-WLP, IPD and<br />

3D interposers<br />

• Equipment and Material suppliers<br />

– Understand the differentiated value of your<br />

products and technologies in this emergin<br />

but fast growing market<br />

– Identify new business opportunities and<br />

prospects<br />

© 2010 • 6<br />

Copyrights © Yole Développement SARL. All rights reserved.


Companies cited in this Report<br />

3D-Plus, ACET, ADTEC Engineering, Amkor, ams, Analog Devices,<br />

AT&S, Aptos, Asahi Glass, ASE, ASM, Atotech, Broadcom, Bosch,<br />

Camtek, Casio Micronics, CIRETEC, CMK, Compass Technology,<br />

CSR, Datacon, Daeduck, Denso, Dialog Semiconductor, Dow<br />

Corning, DuPont Electronics, Dyconex, Epic, EVGroup, Fico Molding,<br />

Flip-chip International, Fraunhofer-IZM, Freescale, Fujitsu, HD<br />

Microsystems, Hynix Semiconductor, Ibiden, Imbera, IME, IMEC,<br />

Infineon, ipdia, ITRI, KYEC, Leti, Lintec, LG Electronic, Micron,<br />

MicroChem, Mitsui, Murata, Nagase ChemteX, NANIUM, NEC<br />

Electronics, Nitto Denko, Nokia, NSC, NXP, Oki Electric, ORC,<br />

Panasonic, PPT, Qualcomm, Renesas, Rohm & Hass, Rudolph<br />

technologies, Samsung, SEMCO, Shinko Electric, SPIL, STATS<br />

ChipPAC, ST-Ericsson, STMicroelectronics, SPTS, SMIC, Shin-Etsu,<br />

SÜSS Microtec, Taiyo Yuden, TDK, Tessera, Texas Instruments, tok,<br />

Tong Hsing, Toray chemical, Toray Engineering, Toshiba, Towa,<br />

Triquint, UMTC, Unimicron, Unovis, UTAC, Vertical Circuits, Wolfson<br />

Microelectronics, Yamada and more…<br />

© 2010 • 7<br />

Copyrights © Yole Développement SARL. All rights reserved.


Market Trends<br />

• Historically, embedded wafer-level-packaging<br />

technology is not new at all<br />

– Several players such as Freescale with its RCP, Infineon with its<br />

eWLB and Ibiden for die embeddeding into PCB laminated<br />

substrates have developed dedicated technologies and process IP<br />

in this area for years.<br />

– Benefits of embedded package integration include miniaturization,<br />

improvement of electrical and thermal performance, cost<br />

reduction and simplification of logistic for OEMs<br />

1st generation eWLB cross-section<br />

(Courtesy of Infineon)<br />

Multi-chip SiP Module<br />

based on Chip Embedding technology<br />

(Courtesy of AT&S)<br />

<strong>Embedded</strong> die iBGA package<br />

(Courtesy of Imbera / Daeduck)<br />

Integrated passive IC “ready” for<br />

embedding into PCB laminate<br />

(Courtesy of NXP / FCI)<br />

• Things are moving<br />

really fast at the<br />

moment<br />

– This year, we see both<br />

Fan-Out wafer level<br />

packaging and chip<br />

embeddeding into PCB<br />

laminate package<br />

infrastructures emerging<br />

at the same time,<br />

ramping to high volume<br />

production<br />

© 2010 • 8<br />

Copyrights © Yole Développement SARL. All rights reserved.


Fan-out WLP Concept<br />

• A new SiP-friendly package platform processed at the wafer / panel level<br />

with built-in substrate routing.<br />

© 2010 • 9<br />

Copyrights © Yole Développement SARL. All rights reserved.


WL-CSP Applications Space<br />

Logic Basebands<br />

RF connectivity<br />

Multi-Mode<br />

Transceivers<br />

PMUs<br />

CMOS image sensors<br />

Wireless RF chips:<br />

- GPS + Bluetooth<br />

- FM radio<br />

<strong>Embedded</strong> WLP<br />

technologies are<br />

extending WLCSP<br />

application space to<br />

higher pin counts:<br />

> 140-300 I/Os<br />

IPD for ESD/EMI<br />

LED Drivers<br />

MEMS inertials<br />

(gyroscopes, accelerometers)<br />

Logic / analog parts<br />

Audio Amplifiers<br />

Operational Amplifiers<br />

MEMS (RF, Siliconmicrophones…)<br />

Headphones drivers<br />

Temperature sensors<br />

MOSFET<br />

5 10 > 50 >100<br />

200-350<br />

I/Os<br />

© 2010 • 10<br />

Copyrights © Yole Développement SARL. All rights reserved.


Fan-Out WLP technology is emerging<br />

on both 200mm / 300mm infrastructures<br />

• Infineon is having a great sucess with its proprietary eWLB technology<br />

– The first FO-WLP eWLB wafers are mass produced on 200mm both Infineon (GE), ASE (TW) and<br />

StatschippaC (SG) since 2009.<br />

– Indeed, Fan-Out WLP is extending the general concept of Wafer Scale Packaging to new application<br />

categories, especially the ones with higher pin-counts and larger chip size such as wireless<br />

communication ICs<br />

• First embedded wafer-level-package products based on eWLB have been<br />

identified within LGE and Nokia handsets<br />

– This year, a few additional players<br />

are even more aggressive in<br />

putting further capacity for eWLB<br />

manufacturing as both<br />

StatschippaC (SG) and NANIUM<br />

(PT) are at the moment rampingup<br />

their facilities for<br />

manufacturing the first generation<br />

eWLB of Infineon on 300mm<br />

reconfigured wafers<br />

– Other packaging houses such as<br />

SPIL, Amkor, UTAC and others<br />

are also on the point to announce<br />

the start of their own Fan-out<br />

wafer level packaging operations<br />

300mm eWLB reconfigured wafer<br />

(Courtesy of NANIUM)<br />

© 2010 • 11<br />

Copyrights © Yole Développement SARL. All rights reserved.


<strong>Embedded</strong> die package technology<br />

to expand fast from niche to high volume markets<br />

• At the same time, embedded die package technology has made a lot of progress on its side !<br />

– Based on PCB laminate infrastructure, chip embeddeding technology is actually on the way to catch a<br />

relatively important portion of the actual „Fan-in‟ WLCSP packaging business as it does leverage the<br />

existing WLP/RDL infrastructure already established worldwide: indeed, most of WLCSP die applications are<br />

“embedded ready”, so to realize the full benefits of this “WLCSP to <strong>Embedded</strong> die” conversion, only a few<br />

extra manufacturing steps are missing like the realization of thin copper plating process, extreme wafer<br />

thinning down to 50μm, thin dies handling and dicing.<br />

© 2010 • 12<br />

iBGA embedded die wafer-level-package cross-section (Courtesy of Imbera / Daeduck)<br />

• Electrical performance, testing and manufacturing yields are still major issues and<br />

showstoppers for chip embedding technology to move forward<br />

– Therefore, initial volume markets for embedded packages will be rather small, low pin-counts analog type of<br />

applications such as integrated passive devices (IPD), RFID and power MOSFET components that are at the<br />

moment under qualification for mass production before the end of this year already.<br />

– Generally speaking, we believe that the winning situation for embedded die packages can be met for<br />

company partnerships able to cross-over the traditional packaging, assembly and test supply chain. A good<br />

example would be to put together a leading analog IC player (such as TI, Maxim IC, NXP or ST) with a<br />

WLP/RDL partner (such as FCI, Casio Micronics, NEPES, etc…) together with a PCB integrator player (such<br />

as Imbera / Daeduck, Ibiden, AT&S, Taiyo Yuden or SEMCO). This type of emerging partnerships are<br />

absolutely necessary in order to standardize the embedded package technology and to leverage an entire<br />

new packaging infrastructure based on low-cost, panel size PCB manufacturing techniques.<br />

Copyrights © Yole Développement SARL. All rights reserved.


FOWLP versus Chip Embedding:<br />

Competing technologies and infrastructures ?<br />

• Today, embedded die and Fan-Out WLP technologies are not competing<br />

– Indeed, these two emerging semiconductor packaging techniques are targeting very different<br />

applications initially: the chip embeddeding technology is looking for replacement of low cost, low<br />

pin-counts WLCSP / SOT / QFN / LGA family package applications while FOWLP technology is rather<br />

targeting the direct replacement of higher I/Os (> 120 pins) BGA package applications.<br />

• What about tomorrow?<br />

– However, in the long term, with<br />

standardization and through further<br />

technology improvements towards<br />

higher yield, better electrical<br />

performance, lower profile, better<br />

testability and smaller pitch features,<br />

Fan-out WLP and <strong>Embedded</strong> die<br />

technology could seriously compete in<br />

the fast growing 3D Packaging market<br />

space as they will both enable the<br />

construction of ever more complex,<br />

larger SiP modules with different active<br />

and passive functions, all connected on<br />

both sides of the active substrate…<br />

Overall tool-box solutions for 3D Packaging<br />

(Source Yole Developpement)<br />

• So Fan-out WLP and chip embeddeding into PCB laminates are just two additional<br />

key pieces of the widening tool-box for 3D Packaging!<br />

© 2010 • 13<br />

Copyrights © Yole Développement SARL. All rights reserved.


Current / Future Tool-Box for 3D Packaging<br />

I/O<br />

. Count<br />

> 1 000<br />

TSV<br />

Silicon/Glass<br />

WLP <strong>Embedded</strong> BGA/PoP<br />

Logic<br />

3-D SOC<br />

Silicon PoP<br />

3-D Logic SiP<br />

3-D Flip-Chip<br />

500<br />

300<br />

120<br />

50<br />

15<br />

MEMS<br />

WLP<br />

3-D<br />

RF-SiP<br />

WLP Fan-Out<br />

Logic<br />

eFlash<br />

eDRAM<br />

Analog<br />

RF + I/Os<br />

Interposer<br />

WLP Fan-in<br />

FO WLP - SiP<br />

<strong>Embedded</strong> <strong>Die</strong><br />

<strong>Embedded</strong> PoP<br />

FO WLP - MCP<br />

<strong>Embedded</strong> SiP Module<br />

PoP ‟Bottom Package‟ evolution:<br />

Face to Face<br />

TMV<br />

PoP High Density<br />

2<br />

© 2010 • 14<br />

2mm2<br />

20mm2 50mm2 80mm2 100mm2 500mm2<br />

Copyrights © Yole Développement SARL. All rights reserved.<br />

Chip /<br />

Package<br />

Size


<strong>Embedded</strong> Wafer-Level-Package technologies<br />

Fan-out WLP<br />

• Wafers or panels are<br />

(re)configured<br />

FO-WLP<br />

– By placing known good ICs active<br />

face down on a foil and by overmolding<br />

them<br />

– These wafers/panels are then<br />

flipped and processed back in the<br />

wafer fab with RDL, bumping, …<br />

<strong>Embedded</strong><br />

IC in PCB<br />

Chip embedding<br />

(or embedded IC in PCB)<br />

• Known good ICs and picked<br />

– and placed on top of an organic<br />

layer of Printed circuit board<br />

– Subsequent layers are laminated<br />

on top and regular PCB<br />

manufacturing operations take<br />

place on the panel with the<br />

embedded ICs<br />

© 2010 • 15<br />

Both these technologies are considered (n+1) technologies versus<br />

WLCSP. Among others, they offer the following differential benefits:<br />

fan-out area for larger IO densities than WLCSP<br />

Collective wafer level processing of known good dice (KGD)<br />

Higher expected second level reliability (package connection to the<br />

mother board)<br />

Back-side protection<br />

System-in-package and 3D integration capabilities<br />

Copyrights © Yole Développement SARL. All rights reserved.


Some more slides extracted from the Report …<br />

© 2010 • 16<br />

Copyrights © Yole Développement SARL. All rights reserved.


About the Authors of this Report<br />

• Jean-Marc Yannou<br />

– Jean-Marc recently joined Yole Développement as technology and<br />

market expert in the fields of advanced packaging and Integrated<br />

Passive Devices. He has 15-years of experience in the<br />

semiconductor industry. He worked for Texas Instruments and<br />

Philips (then NXP semiconductors) where he served as<br />

“Innovation Manager” for System-in-Package technologies<br />

Contact: yannou@yole.fr<br />

• Jerome Baron<br />

– Jerome is leading the MEMS & Advanced Packaging market<br />

research at Yole Developpement. He is leading the MEMS and<br />

Advanced Packaging market research at Yole. He has been<br />

involved in the technology analysis of the 3D packaging market<br />

evolution at device, equipment and material supplier levels. He<br />

was granted a Master of Science degree in Nanotechnologies from<br />

the National Institute of Applied Sciences in Lyon, France<br />

Contact: baron@yole.fr<br />

© 2010 • 17<br />

Copyrights © Yole Développement SARL. All rights reserved.


How to stay connected in the<br />

Advanced Packaging area with us?<br />

Market Research Reports &<br />

Strategy Consulting Services<br />

Publications & Newsletters<br />

Wafer Level Packaging<br />

2009 Report<br />

www.yole.fr<br />

www.i-micronews.com/3DIC.asp<br />

© 2010 • 18<br />

Copyrights © Yole Développement SARL. All rights reserved.


What about on-site workshops?<br />

• Off-the-shelf Reports will never meet all your expectations because<br />

they are inherently built to cover a wide range of applications,<br />

markets, technologies and players<br />

• Our analysts also have the possibility to prepare presentations and<br />

on-site workshops at your company place for:<br />

– De-briefing your team on several specific topics described within the report<br />

– Prepare a face to face Q&A session: your company‟s experts send a list of<br />

questions in advance. Based on this list, our analysts can elaborate a „more<br />

focused‟ analysis and presentation on what really matters for you!<br />

For more information about the possible<br />

organization of workshops with Yole‟s<br />

analysts, please contact us.<br />

© 2010 • 19<br />

Copyrights © Yole Développement SARL. All rights reserved.

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