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FOWLP & Embedded die Packages - I-Micronews

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<strong>FOWLP</strong> & <strong>Embedded</strong> <strong>die</strong> <strong>Packages</strong><br />

© 2012<br />

<strong>Embedded</strong> wafer-level-package activity is expected to pick-up by 2015<br />

above $200M overall driven by major wireless chip players worldwide<br />

Infineon<br />

STATs ChipPAC<br />

Nokia<br />

Texas<br />

Instruments<br />

AT&S<br />

Copyrights © Yole Développement SA. All rights reserved.


© 2012 • 2<br />

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

• Scope of the Report & Definitions …...……. 4<br />

• Executive Summary ………………………… 11<br />

1) <strong>Embedded</strong> <strong>die</strong> in substrates of active ICs &<br />

passive components ………………….……. 48<br />

– Motivations and Drivers ………………... 49<br />

– Application focus for <strong>Embedded</strong> <strong>die</strong> package<br />

commercialization …………………..…... 64<br />

• Cell-phone & Consumer applications<br />

• Automotive applications<br />

• Medical applications<br />

– 2010-2020 market forecasts for <strong>Embedded</strong><br />

packages ………………………………….... 91<br />

• In Package shipments (M units)<br />

• In Packaging revenues ($M)<br />

– Supply chain emerging for embedded <strong>die</strong>s<br />

………………………………….…………….. 98<br />

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

chain<br />

• Who is the most aggressive in<br />

commercialization?<br />

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

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

– Equt & Material Tool-Box for <strong>Embedded</strong> <strong>die</strong> . 129<br />

• Technology flavors for embedded package<br />

• Chip first versus chip last?<br />

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

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

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

manufacturing ………………………………….... 134<br />

• Comparison with competitive package alternative<br />

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

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

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

application cases (RFID, IPD, Power MOSFET /<br />

IGBT, DC/DC converters, PMU, Wireless<br />

Connectivity ICs, Digital Baseband, Memories, etc<br />

…)<br />

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

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

short / medium / long term ……………………. 138<br />

FCI NXP


© 2012 • 3<br />

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

2) Fan-Out WLP technology development … 140<br />

– Motivations and market drivers …………... 144<br />

• Form factor, Cost and electrical performance<br />

• Thermal performance of <strong>FOWLP</strong> package<br />

compared to FC-BGA package solution<br />

– Supply chain emerging for <strong>FOWLP</strong> ……… 162<br />

• Players and position in the electronic value chain<br />

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

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

– 2010-2020 market forecasts for <strong>FOWLP</strong> type of<br />

packages ……………………………………... 174<br />

• In Package shipments (M units)<br />

• In epoxy wafer production (wspy eq.)<br />

• In Packaging revenues ($M)<br />

– <strong>FOWLP</strong> technologies & challenges …….. 202<br />

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

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

• “Passive integration with <strong>FOWLP</strong> technologies<br />

– Equipment & Materials for <strong>FOWLP</strong> ............ 213<br />

• Challenges in new material selection and missing<br />

equipment<br />

• Technology roadmap for <strong>FOWLP</strong> development<br />

– 2.5D integration trends based on <strong>FOWLP</strong> and<br />

silicon / glass interposer mix ……….……. 227<br />

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

– <strong>FOWLP</strong> patent activity summary …... 233<br />

– Cost structure for <strong>FOWLP</strong> ………..…. 265<br />

• Competitive package alternative that <strong>FOWLP</strong><br />

technology is looking for direct replacement<br />

• Cost structure for <strong>FOWLP</strong> by application<br />

– Evolution to Panel-scale-packaging .. 252<br />

• Conclusion & Perspectives ….………… 281<br />

• Appendix ……....…………….…..….…… 287<br />

– Yole Developpement company<br />

presentation & services<br />

StatsChipPAC


Wafer-Level<br />

Interface / Encapsulation<br />

LED & Sensors<br />

WLOptics<br />

© 2012 • 4<br />

3D WLP<br />

For MEMS & sensors<br />

(also called 3D SiP sometimes)<br />

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

Scope of the Report<br />

PANEL / Wafer-Scale-Packaging Platforms<br />

Wafer-Level<br />

Electrical Redistribution<br />

WL CSP<br />

‘Fan-in’<br />

<strong>FOWLP</strong><br />

‘Fan-out’<br />

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

in PCB / laminate<br />

� FOCUS of this report update<br />

Flip-chip & Wafer-Level<br />

Stacking / Integration<br />

3D IC<br />

& TSV<br />

Glass / Silicon<br />

2.5D<br />

interposers<br />

Flip-chip<br />

wafer bumping<br />

on BGA<br />

• Wafer-level-packaging encompass multiple different technology platform flavors<br />

but leverage similar type of process manufacturing know-how


© 2012 • 5<br />

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

Definitions<br />

• <strong>Embedded</strong> <strong>Packages</strong> refers to different concepts, IP, manufacturing infrastructures<br />

and related technologies. However, it is still possible to distinguish 2 main categories<br />

of embedded packages:<br />

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

Wafer-Level-<strong>Packages</strong><br />

� based on a Molded Wafer infrastructure � based on a PCB / PWB substrate infrastructure<br />

NANIUM<br />

StatsChipPAC<br />

Wafer-Level Ball Grid Array<br />

eWLB<br />

Chip first<br />

UTCP<br />

Hidden <strong>die</strong><br />

IMB<br />

EMBIDS / EDC<br />

Imbera<br />

<strong>Embedded</strong> Active Module<br />

iQFN<br />

ECP – <strong>Embedded</strong> Component Packaging<br />

EOMIN


© 2012 • 6<br />

Objectives of the Report<br />

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

technologies and markets from Yole Developpement<br />

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

– Analyze both <strong>FOWLP</strong> and <strong>Embedded</strong> <strong>die</strong> package technologies<br />

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

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

– Technology roadmap and description of the complete manufacturing tool-box<br />

for embedded wafer-level-packaging:<br />

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

o Specific material selection coming from both FE / BE / PCB / LCD areas<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 wafer-level-packaging<br />

o Analysis of the rationales behind the different possibilities of <strong>FOWLP</strong> and embedded<br />

<strong>die</strong> package implementation (chip first / chip last, single <strong>die</strong> / multi-<strong>die</strong> / SiP / PoP<br />

module, etc …)<br />

Copyrights © Yole Développement SA. All rights reserved.


© 2012 • 7<br />

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 partnerships 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 />

• Equipment and Material suppliers<br />

– Understand the differentiated value of your<br />

products and technologies in this emerging<br />

but fast growing market<br />

– Identify new business opportunities and<br />

prospects<br />

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

emerging chip embedding<br />

– PCB-based technologies, <strong>FOWLP</strong>, IPD and<br />

3D interposers


© 2012 • 8<br />

Companies Cited in this Report<br />

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

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

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

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

Dow Corning, DuPont Electronics, Dyconex, Epic, Epcos TDK,<br />

EVGroup, Fico Molding, Flip-chip International, Fraunhofer-IZM,<br />

Freescale, Fujitsu, HD Microsystems, HEICO, SK Hynix, Ibiden,<br />

Imbera, IME, IMEC, Infineon, Invensas, IPDiA, ITRI, King Dragon<br />

International, KYEC, Leti, Lintec, LG Electronic, Micron, MicroChem,<br />

Mitsui, Murata, Nagase ChemteX, NANIUM, NEC Electronics, Nitto<br />

Denko, Nokia, NSC, NXP, OptoPac Oki Electric, ORC, Panasonic,<br />

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

Samsung, SEMCO, Shinko Electric, SPIL, STATS ChipPAC, ST-<br />

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

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

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

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

Microelectronics, Yamada and more…<br />

Copyrights © Yole Développement SA. All rights reserved.


Jerome Baron<br />

© 2012 • 9<br />

About the authors of this report<br />

– Jerome is the business unit<br />

manager of the semiconductor<br />

packaging market research at<br />

Yole Developpement. He has<br />

been following the 3D packaging<br />

market evolution since its early<br />

beginnings at the device,<br />

equipment and material levels.<br />

He was granted a Master of<br />

Science degree from INSA-Lyon<br />

in France as well as a Master of<br />

Research from INL – Lyon<br />

Institute of Nanotechnology<br />

Contact: baron@yole.fr<br />

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

Lionel Cadix<br />

– Lionel joined Yole after the<br />

completion of several projects<br />

linked to the<br />

characterization and modeling of<br />

high density TSV and 3DIC chip<br />

stacking in collaboration<br />

with CEA-Leti and<br />

STMicroelectronics during his<br />

PhD. He is author of several<br />

publications and 8 patents in<br />

the field of 3D Integration<br />

Contact: cadix@yole.fr


Concepts of <strong>FOWLP</strong> / <strong>Embedded</strong> di in package<br />

• Two types of <strong>Embedded</strong> Wafer-level-packages are emerging<br />

© 2012 • 10<br />

– <strong>FOWLP</strong> is based on a reconfigured molded wafer infrastructure<br />

– <strong>Embedded</strong> <strong>die</strong> in package is based on a PCB type of Panel infrastructure<br />

FO MCP<br />

<strong>FOWLP</strong><br />

1 st generation<br />

NANIUM<br />

FO PoP<br />

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

AT&S<br />

FO SiP<br />

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

Courtesy of AT&S<br />

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

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

Single chip<br />

<strong>Embedded</strong> SiP


© 2012 • 11<br />

spacing<br />

Chip embedding<br />

<strong>FOWLP</strong><br />

Chip Embedding / Fan-Out WLP<br />

Geometry definitions<br />

width Line Spacing / Width (µm)<br />

Courtesy of AT&S<br />

Courtesy of NANIUM<br />

• Shift in manufacturing technologies is expected<br />

– Geometries of the two emerging packaging technologies will shrink with time as to allow for higher<br />

routing density, highly integrated passive inductors and baluns, and integration of ICs with no prior<br />

RDL on the device wafer<br />

– There is a move (at least for fan-out WLP) from currently used mask aligners to front-end steppers to<br />

support this reduction of the feature sizes<br />

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

1 st generation<br />

(up to 2012)<br />

2 nd generation<br />

(2012-2014)<br />

3 rd generation<br />

(2014-2020)<br />

40/40 25/25 15/15<br />

20/20 10/10 5/5


<strong>FOWLP</strong> / <strong>Embedded</strong> Die Packaging Roadmap<br />

SOT / TSOP<br />

© 2012 • 12<br />

MOSFET<br />

QFN<br />

IPD<br />

WL CSP<br />

RF connectivity, PMU, Analog<br />

FC BGA<br />

RF Transceiver, Baseband<br />

WB BGA<br />

PMU<br />

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

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

Micro-SiP module<br />

� RFID, thin-film IPD, MOSFET,<br />

IGBT, DC-DC converters, IC drivers,<br />

MEMS & Sensors , RFEM…<br />

<strong>FOWLP</strong><br />

FO MCP<br />

� Digital Baseband SOC<br />

� RF Transceiver<br />

� NFC / Connectivity SOC<br />

� ASIC / DSP / FPGA<br />

� Specific Analog IC & Sensors<br />

MATURE tech EMERGING tech FUTURE tech<br />

(2000 - 2010) (2008 - 2014) (> 2014 - 2018)<br />

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

� Power modules, IPD<br />

protection network modules<br />

Digital / Analog partitioning …<br />

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

� Digital + memory modules,<br />

Analog + Digital + memory<br />

modules, Sensor modules,<br />

Radio FEM module …<br />

FO PoP<br />

� Digital + memory modules,<br />

Analog + Digital + memory<br />

modules, Sensor modules …<br />

FO SiP<br />

� RF connectivity modules,<br />

Audio modules, Sensor<br />

modules, Radio modules …


© 2012 • 13<br />

Narrow commercialization window<br />

of present eWLB / <strong>FOWLP</strong> 1 st generation technology<br />

FO-MCP / SiP<br />

(for analog / digital SOC partitioning)<br />

• As of today (2012), the commercialization eWLB / <strong>FOWLP</strong> 1 st generation technology is quite<br />

restricted to a quite narrow application window from 40-300 IO pin-counts, 4x4 to 7x7mm2<br />

package body size<br />

– Package / devices below 4x4mm2 and 40 IOs: <strong>FOWLP</strong> will struggle to compete with Wire-bonded<br />

BGA/leadframe, <strong>Embedded</strong> <strong>die</strong> package and 3DIC wafer-to-wafer assembly platform � An extra niche to be<br />

found by developing FO-MCP / SiP platform here<br />

– Package / devices of more than 15x15mm²: flip-chip and 2.5D interposer are the best packaging solutions<br />

today � new flip-chip and 2.5D version of <strong>FOWLP</strong> technology will be adapted to compete on cost<br />

– Between 4x4mm2 and 15x15mm²: the solutions are not yet decided and the battle is hard between most<br />

every packaging technique � and this is where the biggest part of the IC packaging business is in volume!<br />

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

<strong>FOWLP</strong><br />

(commercialized TODAY)<br />

FO-PoP (for BB/APE)<br />

2.5D <strong>FOWLP</strong><br />

(for APE / ASIC + memory + analog)<br />

Flip-chip <strong>FOWLP</strong><br />

(for large <strong>die</strong> ASIC / FPGA)<br />

4 – 10 IOs 10 – 40 IOs 40 – 300 IOs 300 – 700 IOs 700 – 1000’s IOs<br />

I/O#<br />

numbers<br />

2x2 mm2 4x4 mm2 7x7 mm2<br />

15x15 mm2 25x25 mm2 package<br />

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

3DIC (W2W) FC-CSP / BGA<br />

2.5D interposers (C2W)<br />

body size<br />

WB BGA /<br />

QFN / TSOP<br />

Logic n Logic n+1 Logic n+2 Logic n+3


FC BGA<br />

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

<strong>die</strong> in PCB<br />

© 2012 • 14<br />

Packaging Value Chain Comparison*<br />

Comparison ratio of the packaging, assembly & test value<br />

Substrate Supplier<br />

<strong>FOWLP</strong><br />

Substrate Supplier<br />

& Assembly<br />

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

Inventory<br />

Wafer Fab<br />

(RDL)<br />

Wafer<br />

Bumping<br />

Wafer Fab + <strong>FOWLP</strong><br />

assembly<br />

Assembly & Test<br />

20% 25% 10% 45%<br />

Wafer<br />

Test +<br />

Final<br />

Test<br />

85% 15%<br />

Wafer Fab<br />

(RDL & Cu pad)<br />

Wafer Test<br />

+ Final<br />

Test<br />

55% 30% 15%<br />

• New shift in the packaging, assembly & test value chains<br />

* Comparison<br />

scenario for the<br />

case of 64 I/Os,<br />

0.4mm pitch IC<br />

PRODUCT<br />

PRODUCT<br />

PRODUCT<br />

– <strong>FOWLP</strong> implies a simplification and consolidation of the packaging, assembly & test in a “Mid-end”<br />

type of infrastructure<br />

– <strong>Embedded</strong> <strong>die</strong> packaging opens the door to substrate suppliers to realize themselves the whole<br />

packaging, assembly and test on a Panel “PCB based” infrastructure


Package IC Co-Design is Necessary Before <strong>Embedded</strong> WLP<br />

© 2012 • 15<br />

SERIAL IC Design Package IC Co-Design<br />

Digital IC design<br />

Tool A<br />

Tool B<br />

Analog IC design<br />

Tool C<br />

Tool D<br />

Manufacturing<br />

PRODUCT<br />

Packaging design<br />

Substrate<br />

Package outline<br />

FE/BE process<br />

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

FE / BE Manufacturing<br />

Analog IC<br />

design<br />

Packaging<br />

development<br />

PRODUCT<br />

Digital IC<br />

design<br />

DfM � Designed for manufacturing<br />

Infrastructure � Common Tool-Box<br />

• Package IC co-design drives to silicon <strong>die</strong> and process optimization, for e.g.<br />

– to avoid RDL at the IC wafer level before the embedded WLP process<br />

– RF chip package co-design is also necessary to integrate to take package parasitics into accounts


<strong>Embedded</strong> <strong>die</strong> in<br />

package<br />

(Single chip modules)<br />

X<br />

© 2012 • 16<br />

X<br />

Casio / CMK – Watch module<br />

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

Status of commercialization<br />

<strong>FOWLP</strong><br />

1 st generation / single <strong>die</strong><br />

X Broadcom – ASIC<br />

StatsChipPAC<br />

X Altera – FPGA<br />

X STEricsson – RF Transceivers<br />

X IFX / Intel Mobile – Wireless Baseband SOC<br />

X Maxim IC – PMU<br />

X SST – EEPROM memories<br />

X Renesas – ASIC X Toshiba – FPGA<br />

Murata – Cellular terrestrial digital module<br />

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

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

SiP / PoP module<br />

packages<br />

2 nd generation<br />

<strong>FOWLP</strong><br />

X TI – DC/DC converter<br />

NXP – RFID / IPD modules<br />

2006 2007 2008 2009 2010 2012 2014 2016 2018<br />

X<br />

X<br />

FO SiP<br />

X<br />

X<br />

ADI<br />

X<br />

X Infineon<br />

X ams<br />

X<br />

X<br />

FO MCP<br />

FO PoP<br />

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

Rohm – DC/DC converter<br />

X<br />

X<br />

X<br />

X<br />

X<br />

X


First eWLB Package in High Volume Production!<br />

• First design win for eWLB<br />

© 2012 • 17<br />

– Infineon (GE) was the first company<br />

to commercialize its own eWLB<br />

packaging technology in an LGE<br />

cell-phone in early 2009<br />

– ASE, StatsChipPAC have been<br />

qualified as subcontractors<br />

for eWLB manufacturing<br />

– Infineon’s chip is a wireless<br />

baseband SOC<br />

with multiple<br />

integrated functions<br />

(GPS, FM radio, BT…)<br />

– Same eWLB<br />

product is now in<br />

production in<br />

some Nokia<br />

handsets<br />

since 2010<br />

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

First eWLB<br />

package with<br />

Infineon’s<br />

wireless<br />

Baseband SOC<br />

was found in<br />

an LG cellphone<br />

(Reverse<br />

Engineering<br />

pictures courtesy<br />

of SystemPlus<br />

Consulting and<br />

Binghamton<br />

University )


Current end-products using eWLB / <strong>FOWLP</strong><br />

• Mobile and wireless applications using FO-WLP packaging<br />

© 2012 • 18<br />

– LGE was the first OEM to integrate the eWLB to the wireless baseband in the following models<br />

• PMB8810 phone, T310 phone, T300 phone, GD350 phone, GB220 phone, GB230 phone, GS170 phone, GU230 phones<br />

– We can also find eWLB in Samsung cell phones (baseband modem)<br />

• S3350 phone, Galaxy Tab tablet, Galaxy S phones<br />

– Some Nokia’s phones use eWLB for the baseband modem and RF tranceiver<br />

• S30 series platform (2010 phone version), S40 series platform (2010 phone version), 1 smart-phone line (to be identified)<br />

2009 2010 2011<br />

• Extension of the technology platform to a wider field of application areas is in<br />

preparation<br />

– FO-WLP is expected to be integrated as well as some point in the automotive and medical<br />

applications<br />

Copyrights © Yole Développement SA. All rights reserved.


FO-WLP Revenues (M $)<br />

$0M<br />

2008 2009 2010 2011 2012F 2013F 2014F 2015F 2016F 2017F 2018F 2019F 2020F<br />

TOT <strong>FOWLP</strong> (M$) $13M $48M $75M $107M $114M $107M $118M $195M $280M $374M $477M $571M $641M<br />

© 2012 • 19<br />

<strong>FOWLP</strong> activity market evolution & forecast<br />

$700M<br />

$600M<br />

$500M<br />

$400M<br />

$300M<br />

$200M<br />

$100M<br />

Copyrights © Yole Developpement SA. All rights reserved.<br />

<strong>FOWLP</strong> activity Revenues (M$)<br />

Overall evolution since eWLB technology introduction<br />

Yole Developpement © October 2012<br />

Intel Mobile /<br />

IFX eWLB driven<br />

Transition phase<br />

CAGR ~ 0%<br />

Ramp-up with fab-less wireless<br />

IC players and wide <strong>FOWLP</strong><br />

infrastructure / supply-chain<br />

• After growing fast since Infineon / Intel Mobile’s push for eWLB technology commercialization, the <strong>FOWLP</strong><br />

market activity reached the $100M market valuation last year<br />

– This young industry will probably need to wait for 2015 – 2016 time frame to reach the $250M market valuation as the technology<br />

to ramp-up in HVM, the demand moving from IDMs to fab-less wireless IC players (such as Qualcomm, Broadcom, Mediatek,<br />

etc…) and supported by a solid infrastructure and supply-chain of OSATs


© 2012 • 20<br />

Optimistic scenario (1/2)<br />

• To bend the rules, we decided in this report to propose an alternative scenario for <strong>FOWLP</strong><br />

market evolution<br />

• Indeed, regarding the numerous rumors linked to this space, several feedbacks pushed us<br />

to propose an optimistic forecast model, making the market starting growing fast as soon as<br />

2013<br />

• This enthousiastic scenario would be linked to the following players’ activity<br />

– Spreadtrum (CN)<br />

– Maxim (US)<br />

– ADL (TW)<br />

– Mediatek (TW)<br />

• In this alternative model<br />

– A 30% penetration rate have been<br />

applied for <strong>FOWLP</strong> as soon as<br />

2013, for existing products already<br />

using this platform<br />

• Digital Baseband Processor<br />

• APE/BB wireless SoC<br />

– Volume production for the other<br />

applications would start 1 year<br />

sooner than in our initial model (for<br />

RF tranceiver, PMU, ASIC,<br />

Touchscreen Controller, RF<br />

Connectivity devices)<br />

Copyrights © Yole Developpement SA. All rights reserved.<br />

FO-WLP Revenues (M $)<br />

1 200<br />

1 000<br />

800<br />

600<br />

400<br />

200<br />

0<br />

<strong>FOWLP</strong> Revenues (optimistic scenario)<br />

Breakdown by application area (M$)<br />

Yole Developpement © October 2012<br />

2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020<br />

Medical<br />

Automotive<br />

Industrial<br />

Consumer<br />

Mobile - Wireless


Wafer count (12’’eq. wafers) Millions<br />

3.0<br />

2.5<br />

2.0<br />

1.5<br />

1.0<br />

0.5<br />

0.0<br />

© 2012 • 21<br />

Optimistic scenario (2/2)<br />

Yole Developement © October 2012<br />

2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020<br />

Copyrights © Yole Developpement SA. All rights reserved.<br />

<strong>FOWLP</strong> wafer forecast (optimistic scenario)<br />

Breakdown by IC type (12’’eq wafers)<br />

DRAM<br />

Touchscreen Controller<br />

RF Connectivity Combo<br />

PMU<br />

NAND Flash Memory<br />

Memory Controller<br />

MEMS & Sensors<br />

NFC<br />

RF Tranceiver<br />

ASIC / FPGA<br />

Audio/Video Codec<br />

Digital Baseband Processor<br />

BB/APE wireless SoC<br />

• According to this model the market would grow at a 30% CAGR on the 2010-2020 time frame,<br />

leading to a ~ $1B market in 2020<br />

• It would lead to nearly 500,000 wafers shipped in 2020 and more than 2.8 billion in 2020<br />

• Now we just have to wait and see if the rumors come true and if the infrastructure of this<br />

young industry will be strong enough to support this fast growing evolution


<strong>FOWLP</strong> 2011 revenues market shares (in M$)<br />

© 2012 • 22<br />

<strong>FOWLP</strong> 2011 revenues market shares (in M$)<br />

Breakdown between main players<br />

ASE (Tw)<br />

$14M<br />

13%<br />

NANIUM (Pt)<br />

$41M<br />

38%<br />

• NANIUM (Pt) and STATschipPAC (Sg) shares more than 80% of the activity, mainly driven by<br />

Intel Mobile volume demand on eWLB production<br />

– ASE (Tw) is shutting down its 200mm eWLB line. Other OSATs have qualified other <strong>FOWLP</strong> technologies<br />

such as ADL (Tw), Amkor (Kr) and NEPES (Sg)<br />

– Additional packaging houses are coming on board as well such as TSMC (Tw), SPIL (Tw) and J-Devices (Jp)<br />

Copyrights © Yole Developpement SA. All rights reserved.<br />

Others *<br />

$6M<br />

6%<br />

TOT<br />

~$107M<br />

* Others: ADL (Tw),<br />

Amkor (Kr), NEPES (Sg)<br />

STATSChipPAC (Sg)<br />

$46M<br />

43%<br />

Yole Developpement ©<br />

October 2012


PANEL Infrastructure for <strong>Embedded</strong> Chip Packaging<br />

• <strong>Embedded</strong> <strong>die</strong> packaging technology will leverage an entirely new infrastructure<br />

based on large PANEL, low cost PCB manufacturing techniques!<br />

© 2012 • 23<br />

– Typically able to integrate more than 10,000 – 40,000 <strong>die</strong>s per panel!<br />

Courtesy of AT&S<br />

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

� AT&S’s first generation production is based on 18x24 sq.<br />

inch panels. 2 nd gen on 21x24 sq. inch panels!


AT&S step into HVM for <strong>Embedded</strong> MicroSiP packages<br />

• Texas Instruments (US) is the first customer to qualify into HVM<br />

the embedded <strong>die</strong> package line of AT&S<br />

– First application is a DC-DC converter MicroSiP module:<br />

Teardowns courtesy of SystemPlus Consulting<br />

© 2012 • 24<br />

Copyrights © Yole Developpement SA. All rights reserved.


DNP’s <strong>Embedded</strong> active & passive substrate in HVM<br />

• DNP (JP) is supplying Sony’s camera module with embededded passive and active<br />

components in HVM since 2010 already<br />

– Auto-focus driver IC and DC-DC converter WLCSP <strong>die</strong>s are placed within the coreless cavity substrate<br />

© 2012 • 25<br />

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

Teardowns courtesy of SystemPlus Consulting


<strong>Embedded</strong> <strong>die</strong> package PANEL infrastructure Roadmap<br />

Substrate<br />

players driven<br />

2010 - 2012 2013 2014 2015 > 2016<br />

© 2012 • 26<br />

OSAT<br />

players driven<br />

4”x20” – 102x508mm /<br />

PCB laminate substrate<br />

1/4 PANEL<br />

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

YIELD % to increase<br />

POWER & ANALOG<br />

small SiP module applications:<br />

- DC/DC converter<br />

- IPD<br />

- AF driver<br />

- Small ASICs<br />

- MOSFET<br />

- IGBT<br />

- RFID<br />

8”x20” – 204x508mm /<br />

PCB laminate substrate<br />

1/2 PANEL<br />

DIGITAL<br />

thin PoP module applications<br />

- BB / APE<br />

YIELD % to increase<br />

YIELD % to increase<br />

16”x20” – 400x505mm /<br />

PCB laminate substrate<br />

RF & MIXED SIGNAL<br />

large SiP module applications :<br />

- PMU / PMIC<br />

- RFEM (SAW, PA, etc…)<br />

- RF connectivity (WLAN/BT/FM)<br />

- Audio/Video Codec<br />

Full<br />

PANEL<br />

RF & MIXED SIGNAL<br />

SiP module applications :<br />

- PMU / PMIC<br />

- RFEM<br />

- RF connectivity (WLAN/BT/FM)<br />

- Audio/Video Codec


© 2012 • 27<br />

First Conclusions on <strong>Embedded</strong> Wafer-Level-<strong>Packages</strong><br />

• 1st generation <strong>FOWLP</strong> and <strong>Embedded</strong> <strong>die</strong> packages is a high volume reality and the two<br />

infrastructures are now clearly settled and proven in HVM in each of their very different<br />

application space<br />

– Today, first generations of <strong>Embedded</strong> <strong>die</strong> package and <strong>FOWLP</strong> technologies are not really competing<br />

at all as they are driven by different players and initially target very different applications.<br />

• However, this situation will totally change in the future with “2nd generation” derivatives of<br />

the technologies that are currently under development for future SiP and PoP module<br />

realizations, likely on larger format<br />

– We are likely to be witness to a fascinating battle in the years to come in the 3D Packaging space with<br />

on one hand, embedded <strong>die</strong> packaging technologies supported by large panel PCB infrastructure and<br />

<strong>FOWLP</strong> technologies on the other hand, which is looking for moving to larger wafer format, likely<br />

square 300mm PANEL first and possibly later on larger PANEL mixing PCB, semiconductor backend,<br />

semiconductor WLP and LCD large area processing know-how<br />

Copyrights © Yole Développement SA. All rights reserved.


© 2012 • 28<br />

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

Yole Developpement<br />

Company Presentation


© 2012 • 29<br />

Fields of research activity<br />

• Yole Developpement is a market research and strategy consulting<br />

company, founded in 1998. We are involved in the following areas:<br />

Advanced<br />

Packaging<br />

Microfluidic<br />

& Bio-tech<br />

LED &<br />

Compound Semi<br />

• Yole Développement has 25 full time analysts, with both technical and<br />

marketing/management background and operate worldwide since 1998<br />

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

MEMS &<br />

Sensors<br />

Power<br />

Electronics<br />

Photovoltaic


© 2012 • 30<br />

Our Global Presence & Activity<br />

30% of our activity is<br />

in North America<br />

Yole Inc.<br />

� perkins@yole.fr<br />

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

40% of our activity is in<br />

EU Countries<br />

Yole Europe<br />

� eloy@yole.fr<br />

Yole Développement<br />

Lyon (HQ).<br />

Yole Korea<br />

� yang@yole.fr<br />

30% of our activity is<br />

in Asia<br />

Yole Japan<br />

Yole Taiwan<br />

� katano@yole.fr<br />

� meiling.tsai@yole.com.tw


© 2009<br />

HB-LED LED Packaging<br />

Market Technology & Technology & Market Trends<br />

Osram<br />

IR<br />

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

TSV+<br />

Cost Analysis Tool for<br />

your 3D IC manufacturing<br />

© 2012 • 31<br />

TSV Scenario Cost structure breakdown<br />

$168<br />

41%<br />

1995<br />

Sidebraze DIP<br />

$27<br />

7% $23<br />

6%<br />

$8<br />

$31<br />

$9 $37 2%<br />

7%<br />

2% 9%<br />

$109<br />

26%<br />

Via / Etching Drilling<br />

Via Isolation<br />

Via filling<br />

Temporary bonding<br />

Thinning<br />

Stress release<br />

BEOL (Pads)<br />

Bonding<br />

© 2010<br />

~125 sq mm ~100 sq mm ~25 sq mm<br />

1996-2002<br />

1999 - today 2006<br />

Plastic PDIP<br />

FO WLP &<br />

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

Our latest advanced packaging<br />

market research reports<br />

SMT SOIC<br />

& Die Down<br />

MEMS Packaging<br />

Market & Technology Trends<br />

Stacked Die<br />

QFN<br />

6 & 6 mm<br />

WL CSP<br />

2012 Report update<br />

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

1995<br />

Sidebraze DIP<br />

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

~125 sq mm ~100 sq mm ~25 sq mm<br />

1996-2002<br />

1999 - today 2006<br />

Plastic PDIP<br />

Wafer Packaging Fabs<br />

DATABASE<br />

N<br />

o<br />

k<br />

i<br />

a<br />

SMT SOIC<br />

& Die Down<br />

N<br />

o<br />

k<br />

i<br />

a<br />

3D IC & TSV<br />

2010 Market Analysis<br />

F<br />

r<br />

e<br />

s<br />

c<br />

a<br />

l<br />

e<br />

Stacked Die<br />

QFN<br />

6 & 6 mm<br />

2.5D Glass & Silicon<br />

interposers - 2010 Report<br />

© 2010<br />

Equipment Advanced Packaging<br />

& Materials<br />

for 3DIC & Wafer-Level-Packaging<br />

EVG<br />

Equipment & Materials<br />

S<br />

i<br />

l<br />

e<br />

x<br />

D<br />

u<br />

P<br />

o<br />

n<br />

t<br />

DuPont<br />

NEC-Schott<br />

SUSS STS<br />

Brewer Science<br />

I<br />

M<br />

E<br />

C<br />

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

N<br />

o<br />

k<br />

i<br />

a<br />

Via First / Via Last?<br />

3D integration Scenarios<br />

F<br />

r<br />

e<br />

s<br />

c<br />

a<br />

l<br />

e<br />

IPD - Thin-film<br />

Integrated Passive Devices<br />

S<br />

i<br />

l<br />

e<br />

x<br />

D<br />

u<br />

P<br />

o<br />

n<br />

t<br />

Flip-chip<br />

2011 Report<br />

I<br />

M<br />

E<br />

C


© 2012 • 32<br />

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

To contact us

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