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<strong>WLCSP</strong> Market and<br />

Industrial Trends<br />

WEBCAST event – March 2012<br />

Infineon<br />

FhG IZM<br />

STMicro<br />

Broadcom<br />

STEricsson<br />

Hamamatsu<br />

© 2011<br />

Copyrights © Yole Developpement SARL. All rights reserved.


About the authors of this report<br />

Jean-Marc Yannou<br />

– Jean-Marc joined Yole Developpement as technology and market expert in the fields of advanced<br />

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

industry. He worked for Texas Instruments & NXP semiconductors where he was Innovation<br />

Manager for System-in-Package technologies<br />

Contact: yannou@yole.fr<br />

Lionel Cadix<br />

– Lionel joined Yole after the completion of several projects linked to the<br />

characterization and modeling of high density TSV and 3DIC chip stacking in collaboration<br />

with CEA-Leti and STMicroelectronics during his PhD. He is author of several publications and 8<br />

patents in the field of 3D Integration<br />

Contact: cadix@yole.fr<br />

Jerome Baron<br />

– Jerome is leading the MEMS & Advanced Packaging market research at Yole Developpement. He<br />

has been following the 3D packaging market evolution since its early beginnings at device,<br />

equipment and material levels. He was granted a Master of Science degree in Nanotechnologies<br />

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

Contact: baron@yole.fr<br />

© 2011 • 2<br />

Copyrights © Yole Développement SA. All rights reserved.


Table of Content of the Report<br />

• Scope of the Report & Definitions …..… 9<br />

- Definitions of wafer scale packaging, wafer level<br />

packaging & wafer level chip scale packaging .………..... 9<br />

- Scope of the report ……..……………………………............ 12<br />

• Executive Summary ….………………….. 17<br />

• <strong>WLCSP</strong> Market Forecasts …................... 43<br />

- Top-down analysis & 2010-2016 unit, wafer and market<br />

forecast …………………………………………………………. 45<br />

- Bottom-up analysis and 2010 production capacity and<br />

market shares ……………………………………………......... 76<br />

- Detailed view of <strong>WLCSP</strong>‟s IC design wins on the market 82<br />

- IC Player capacity for each <strong>WLCSP</strong> application ……….. 89<br />

• <strong>WLCSP</strong> Infrastructure & Supply Chain.. 95<br />

- Supply chain: Fan-in <strong>WLCSP</strong> .…………………...………….. 103<br />

- Supply chain: 3D <strong>WLCSP</strong> …..……………………………….. 111<br />

- Business model examples ………..…………………………. 125<br />

• <strong>WLCSP</strong> Technologies …………………… 140<br />

- RDL, UBM and balling ........................................................ 146<br />

- Test of <strong>WLCSP</strong> ..................................................................... 163<br />

• Cost of <strong>WLCSP</strong> .……….…………… 173<br />

- „Fan-in‟ <strong>WLCSP</strong> cost structure ............................. 174<br />

- 2008-2016 „Fan-in‟ <strong>WLCSP</strong> cost roadmap by<br />

main steps ................................................................ 175<br />

- Cost comparisons of different package<br />

platforms for a 64 I/O device ................................... 179<br />

• <strong>WLCSP</strong> Application Focus ……….. 186<br />

- <strong>WLCSP</strong> ICs in handsets, tablet PCs and MP3 ..... 188<br />

- <strong>WLCSP</strong> ICs for computing ..................................... 214<br />

- <strong>WLCSP</strong> for ICs in medical, automotive & space<br />

applications ……………………………………………<br />

218<br />

- <strong>WLCSP</strong> of CMOS image sensors …………………. 225<br />

- <strong>WLCSP</strong> of MEMS devices ………………………….. 255<br />

• Conclusion & Perspectives ………. 280<br />

• Appendix ……………….................... 283<br />

- Yole Développement company presentation ....... 284<br />

- Company services …………………………………… 285<br />

- Advanced Packaging team analysts ……………… 292<br />

© 2011 • 3<br />

Copyrights © Yole Developpement SARL. All rights reserved.


Scope of the Report<br />

& Definitions<br />

© 2011<br />

Copyrights © Yole Développement SA. All rights reserved.


Scope of Yole‟s Research in Advanced Packaging<br />

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

Wafer-Level<br />

Interface / Encapsulation<br />

Wafer-Level<br />

Electrical Redistribution<br />

Flip-chip & Wafer-Level<br />

Stacking / Integration<br />

<strong>WLCSP</strong><br />

Glass / Silicon<br />

FOWLP Embedded IC 3D IC<br />

WLOptics 2.5D<br />

For MEMS & sensors ‘Fan-in’ ‘Fan-Out’ in PCB / laminate & TSV<br />

interposers<br />

LED & Sensors<br />

3D-<strong>WLCSP</strong><br />

Flip-chip<br />

wafer bumping<br />

on BGA<br />

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

but leverage similar types of process manufacturing know-how<br />

© 2011 • 5<br />

FOCUS of this<br />

research report update!<br />

Copyrights © Yole Developpement SARL. All rights reserved.


<strong>WLCSP</strong> and 3D <strong>WLCSP</strong> Definition - technology scope of the report<br />

Scope of the report<br />

FOWLP<br />

„Fan-in‟ <strong>WLCSP</strong><br />

+<br />

3D <strong>WLCSP</strong><br />

2.5D<br />

Interposer<br />

3DIC<br />

ST<br />

Elpida<br />

Xilinx<br />

3D<br />

FOWLP<br />

Flip Chip<br />

wafer bumping<br />

• This report does not address all Wafer Level Packaging technologies but only the “Fan-in” type of<br />

<strong>WLCSP</strong>. These include 2 categories:<br />

– Regular <strong>WLCSP</strong> chips: single ICs in <strong>WLCSP</strong> format or CMOS Image Sensors without 3D TSVs or interconnects<br />

– 3D <strong>WLCSP</strong>: <strong>WLCSP</strong> packages with multiple levels / dies / interconnected by means of backside TSVs (Through<br />

Silicon Vias) and wafer-level bonding steps (such as in CMOS image sensors and MEMS devices)<br />

© 2011 • 6<br />

Copyrights © Yole Developpement SARL. All rights reserved.


Difference Between Flip Chip Packages<br />

and Wafer-Level Chip-Scale Packages (<strong>WLCSP</strong>)<br />

With <strong>WLCSP</strong>, the bumped integrated circuits can be directly mounted onto the<br />

Printed Circuit Board of the system by the Original Equipment Maker<br />

Flip Chip packages utilize an intermediate “high density interconnect” (HDI)<br />

printed circuit board<br />

In this report we do not address Flip Chip which is the topic of a separate,<br />

dedicated Yole Market research report<br />

UBM<br />

Underfiller<br />

Bump<br />

Package substrate<br />

© 2011 • 7<br />

Flip Chip<br />

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

<strong>WLCSP</strong>


Packaging With Bumping: When is <strong>WLCSP</strong> More Appropriate<br />

With respect to the other WLP technologies?<br />

• <strong>WLCSP</strong> is a wafer-level based package technology with no need for a fan-out area.<br />

It applies to low I/O density ICs with a limited die size (generally lower than<br />

30mm²) and fine ball pitches to the application PCB (equal to or lower than 0.5mm)<br />

Fan-in <strong>WLCSP</strong> Fan-out <strong>WLCSP</strong> Flip Chip<br />

1 2 3 5<br />

This limit will move to<br />

higher ratios as eWLB<br />

production moves from<br />

300mm wafers to large<br />

panels and the cost<br />

of eWLB/fan-out lowers<br />

Package/IC<br />

size ratio*<br />

*package size is determined<br />

by the I/O count and pitch<br />

on the destination PCB<br />

© 2011 • 8<br />

Copyrights © Yole Développement SA. All rights reserved.


Objectives of the Report<br />

• The objectives of this report are<br />

– To describe the Wafer-Level-Packaging market<br />

– To discuss the current technology trends<br />

– To forecast this market‟s future states and trends<br />

• The WLP market is studied from the following angles<br />

– State-of-the-art technology and trends<br />

– End-user applications and drivers<br />

– Materials and equipment<br />

– Market Value<br />

– Industrial supply chain & value chain<br />

– Production cost<br />

© 2011 • 9<br />

Copyrights © Yole Developpement SARL. All rights reserved.


What‟s New Since the “WLP 2009” Report?<br />

• This report is fully focused on the evolution of the <strong>WLCSP</strong> business<br />

– Namely called „Fan-in‟ <strong>WLCSP</strong> and 3D <strong>WLCSP</strong> platforms (please refer to next<br />

slides for more details about definitions)<br />

• What we added/did differently with respect to the 2009 report?<br />

– Deeper analysis of the supply chain for <strong>WLCSP</strong> and 3D <strong>WLCSP</strong><br />

– Top-Down meets Bottom up (whereas the previous report was only based on a<br />

top-down analysis) leading to more exhaustive / detailed market forecasts<br />

– Deeper cost analysis and technologies update<br />

– We now include the value of wafer test in the <strong>WLCSP</strong> market value charts, and<br />

we added a complete section dedicated to test needs and challenges<br />

• Changes in the <strong>WLCSP</strong> ecosystem/infrastructure<br />

– Nokia fall-off in overall demand while more OEM players took to <strong>WLCSP</strong><br />

– More 300mm wafer capacity overall from OSATs, Wafer bumping houses and<br />

IDMs worldwide<br />

– Some new CMOS foundry (TSMC) entrants started to invest additional<br />

capacity in order to provide full Fan-in <strong>WLCSP</strong> turnkey services<br />

© 2011 • 10<br />

Copyrights © Yole Developpement SARL. All rights reserved.


<strong>WLCSP</strong> Market Forecasts<br />

© 2011<br />

Copyrights © Yole Developpement SARL. All rights reserved.


Sales (M$)<br />

Yole‟s Market Forecasting Methodology<br />

• Yole‟s market forecasting methodology is based on the “top-down meets bottom-up” analysis<br />

– 2 complementary analyses are carried out and cross-checked:<br />

• The top-down analysis derives the wafer forecasts from an analysis of the <strong>WLCSP</strong> products, application by application,<br />

taking into account the penetration rate of the technology for each product type, as well as their yields and die sizes<br />

Std. Product<br />

Unit forecasts<br />

Techno<br />

penetration %<br />

<strong>WLCSP</strong> IPD market<br />

In B Munit units<br />

<strong>WLCSP</strong> ASP<br />

$$$<br />

Sources: iSuppli, IC Insights …<br />

Thin film IPD Market Forecast per Application Field (in M$)<br />

1 800<br />

Yole Developpement © June 2009<br />

1 600<br />

1 400<br />

1 200<br />

1 000<br />

800<br />

600<br />

Wafer<br />

Forecasts & 2010<br />

processed wafers<br />

<strong>WLCSP</strong><br />

Die sizes<br />

(mm²)<br />

400<br />

200<br />

Manufacturing 0<br />

Yield<br />

by product<br />

<strong>WLCSP</strong><br />

market<br />

In $M<br />

2008 2009 2010 2011 2012 2013 2014 2015<br />

TOT Thin-film IPD revenues 614 580 631 725 827 1 012 1 276 1 750<br />

• The bottom-up analysis is based on the evaluation of the worldwide production capacity evaluated through interviews of<br />

industry players (foundries, OSATs, equipment and material makers) and company revenue reports. For this report on<br />

<strong>WLCSP</strong>, we used our “wafer bumping for flip chip database”.<br />

Wafer Bumping<br />

capacity<br />

Loading<br />

rate %<br />

2010 Processed<br />

Wafers for<br />

flip chip bumping<br />

© 2011 • 12<br />

• 2010 wafer capacity is therefore estimated using both ways: top-down and bottom-up. The wafer start analysis only stops<br />

when both results are well aligned.<br />

Copyrights © Yole Developpement SARL. All rights reserved.


Sales (M$)<br />

Std. Product<br />

Unit forecasts<br />

Techno<br />

penetration %<br />

<strong>WLCSP</strong> IPD market<br />

In B Munit units<br />

<strong>WLCSP</strong> ASP<br />

$$$<br />

Sources: iSuppli, IC Insights …<br />

Thin film IPD Market Forecast per Application Field (in M$)<br />

1 800<br />

Yole Developpement © June 2009<br />

1 600<br />

1 400<br />

1 200<br />

1 000<br />

800<br />

600<br />

Wafer<br />

Forecasts & 2010<br />

processed wafers<br />

<strong>WLCSP</strong><br />

Die sizes<br />

(mm²)<br />

400<br />

200<br />

Manufacturing 0<br />

Yield<br />

by product<br />

<strong>WLCSP</strong><br />

market<br />

In $M<br />

2008 2009 2010 2011 2012 2013 2014 2015<br />

TOT Thin-film IPD revenues 614 580 631 725 827 1 012 1 276 1 750<br />

TOP-DOWN ANALYSIS<br />

<strong>WLCSP</strong> MARKET VALUE AND FORECASTS<br />

© 2011 • 13<br />

Copyrights © Yole Developpement SARL. All rights reserved.


Market value (M$)<br />

© 2011 • 14<br />

<strong>WLCSP</strong> Market Value Forecast ($M)<br />

<strong>WLCSP</strong> and 3D-<strong>WLCSP</strong><br />

• Total Market value (subcontracted + insourced) of the <strong>WLCSP</strong> wafer and die assembly<br />

services, final test included, based on the price of the subcontracted service by OSATs<br />

• The Fan-in <strong>WLCSP</strong> market value<br />

totaled close to $1.4B in 2010, of which<br />

– $1091M for <strong>WLCSP</strong> of ICs<br />

– and $300M of CMOS image<br />

sensors and MEMS<br />

• The 3D-<strong>WLCSP</strong> market is expected to<br />

grow at a 2010-2016 CAGR of 25% fostered<br />

by both the fast growth rate of MEMS and CIS<br />

and by the acceleration of the penetration<br />

of WLP packages for these devices.<br />

• The <strong>WLCSP</strong> market value for<br />

integrated circuits is expected<br />

to grow at a 2010-2016 CAGR of 7%.<br />

It is significantly lower than the 16.5% growth<br />

rate of this market as expressed in<br />

300mm equivalent wafers over the same<br />

period of time due to<br />

– Declining margins<br />

– Fast adoption of lower cost<br />

<strong>WLCSP</strong> on 300mm wafers (in terms<br />

of cost per die)<br />

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

3 000<br />

2 500<br />

2 000<br />

1 500<br />

1 000<br />

500<br />

0<br />

<strong>WLCSP</strong> Market Value ($M)<br />

Yole Developpement © September 2011<br />

2010 2011 2012 2013 2014 2015 2016<br />

3D<strong>WLCSP</strong> market (M$) 267,9 384,1 511,4 618,9 716,3 856,4 1001,3<br />

<strong>WLCSP</strong> market (M$) 1120,0 1277,8 1389,9 1480,1 1567,2 1632,8 1669,2


<strong>WLCSP</strong> Adoption Drivers<br />

• Drivers for <strong>WLCSP</strong><br />

– Footprint reduction die size = package size<br />

– Electrical performance bumps have a lower inductance than wire-bonds<br />

– Legacy die converted to <strong>WLCSP</strong> through use of RDL (lower price and no need for<br />

silicon redesign)<br />

– Thin package profile (Z < 1.0mm)<br />

– Cost is competitive with other package types<br />

• Developments and evolutions<br />

– Thinner package height ( improve routing<br />

• 2 primary Board Level Reliability tests are important for <strong>WLCSP</strong> performance: Drop<br />

test (DT) and Temperature Cycling Test (TCT)<br />

© 2011 • 15<br />

Copyrights © Yole Developpement SARL. All rights reserved.


Examples of <strong>WLCSP</strong> Penetration in Real Products<br />

Yole Developpement<br />

© September 2011<br />

Relative package uses in end devices<br />

(in % of units by package type)<br />

100%<br />

90%<br />

80%<br />

70%<br />

60%<br />

50%<br />

40%<br />

30%<br />

20%<br />

10%<br />

0%<br />

Motorola<br />

Atrix 4G<br />

Apple<br />

iPaD2<br />

Samsung<br />

Galaxy tab<br />

Gt P-1000<br />

Nokia N8-<br />

00<br />

Blackberry<br />

Bold 9700<br />

Google<br />

(Samsung)<br />

Nexus S GT<br />

Apple<br />

iPhone 3GS<br />

iPoD touch<br />

2nd<br />

generation<br />

8GB<br />

Apple Max<br />

Mini A1347<br />

QFP 0% 0% 0% 0% 0% 0% 0% 0% 0% 5%<br />

SO/SOT/TSSOP 3% 3% 10% 0% 0% 26% 12% 0% 41% 49%<br />

LGA 3% 5% 5% 2% 0% 4% 2% 0% 0% 0%<br />

BGA 27% 30% 19% 15% 28% 13% 21% 20% 9% 5%<br />

DFN/QFN 37% 33% 45% 6% 13% 39% 28% 15% 48% 41%<br />

<strong>WLCSP</strong> 30% 30% 21% 77% 60% 17% 37% 65% 2% 0%<br />

Lenovo<br />

IdeaPad<br />

S10<br />

© 2011 • 16<br />

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

tablets smartphones MP3/PMP PC


Device count (Mu)<br />

2010-2016 <strong>WLCSP</strong> Unit Forecast - by end equipment type<br />

50 000<br />

45 000<br />

<strong>WLCSP</strong> forecast<br />

by end equipment type (in M unit shipments)<br />

Yole Developpement © September 2011<br />

40 000<br />

35 000<br />

30 000<br />

25 000<br />

20 000<br />

15 000<br />

10 000<br />

5 000<br />

0<br />

2010 2011 2012 2013 2014 2015 2016<br />

others (medical, automotive...) 700 770 847 932 1044 1169 1309<br />

notebooks 36 43 51 61 73 87 101<br />

set top box<br />

2 3 4 5 5 5 5<br />

PMP/MP3 1 675 1 602 1 496 1 402 1 316 1 250 1 201<br />

tablets 241 784 1 315 1 920 2 671 3 487 4 200<br />

smartphones 5 302 7 523 9 800 12 075 14 481 17 016 19 343<br />

feature phones 8 501 9 779 11 025 12 463 13 804 15 258 16 519<br />

voice phone 3 430 3 178 3 036 2 899 2 803 2 657 2 522<br />

CAGR (%)<br />

11.0<br />

18.7<br />

22.2<br />

-5.4<br />

61.0<br />

24.0<br />

11.7<br />

-5.0<br />

© 2011 • 17<br />

total 19,887 23,682 27,575 31,756 36,197 40,929 45,201 14.66<br />

Copyrights © Yole Developpement SARL. All rights reserved.


<strong>WLCSP</strong> Penetration Status in Mobile Platforms<br />

CPU<br />

In grey: parts which can not be<br />

found in „Fan-in‟ <strong>WLCSP</strong> form<br />

Drivers<br />

In orange: these devices are increasingly<br />

packaged in „Fan-in‟ <strong>WLCSP</strong>!<br />

Discrete passives<br />

• This is by far the largest „Fan-in‟ <strong>WLCSP</strong> end application<br />

• <strong>WLCSP</strong> ICs started in 2000 in handsets,<br />

with small ESD/EMI<br />

protection/interface conditioning<br />

devices Integrated Passive<br />

Devices (IPD) at first, and<br />

then with larger<br />

ICs.<br />

• The drivers<br />

are Size<br />

(footprint<br />

first, then<br />

thinness &<br />

weight) and<br />

Cost<br />

© 2011 • 18<br />

Copyrights © Yole Developpement SARL. All rights reserved.


<strong>WLCSP</strong> Device Categories<br />

<strong>WLCSP</strong> device categories<br />

Analog &<br />

mixed signal<br />

Wireless<br />

Connectivity<br />

Opto<br />

MEMS & sensors<br />

ASIC IC<br />

MEMS<br />

IPD (ESD/EMI<br />

protection, RF filtering)<br />

Power Amplifiers<br />

BAW & SAW filters<br />

IC drivers (LED,<br />

battery, display…)<br />

Local Power<br />

(DC-DC converters,<br />

MOSFET, oscillators)<br />

PMU<br />

Audio & Video<br />

(Codec, amplifiers…)<br />

Bluetooth +<br />

FM + WLAN<br />

combos<br />

(+ combos)<br />

WLAN single<br />

chip<br />

GPS, A-GPS<br />

single chip<br />

CMOS image<br />

sensors<br />

AL sensor<br />

photonic<br />

Misc Logic<br />

and Memory<br />

Logic gates<br />

EEPROMs<br />

µcontrollers<br />

Accelerometers<br />

Gyroscopes<br />

RF-MEMS (switches,<br />

resonators…)<br />

Si Microphones<br />

Pressure sensors<br />

Optical MEMS<br />

micro-mirrors (DLP,<br />

pico-projectors, datacom)<br />

µ-probes<br />

µ-fluidic, µ-fuel cells<br />

© 2011 • 19<br />

Copyrights © Yole Developpement SARL. All rights reserved.


Wafer Bumping<br />

capacity<br />

Loading<br />

rate %<br />

2010 Processed<br />

Wafers for<br />

flip chip bumping<br />

BOTTOM-UP ANALYSIS<br />

2010 <strong>WLCSP</strong> INDUSTRY STATUS AND<br />

WAFER PROCESSING CAPACITY<br />

© 2011 • 20<br />

Copyrights © Yole Developpement SARL. All rights reserved.


2010 <strong>WLCSP</strong> + 3D <strong>WLCSP</strong> Regional Capacities<br />

Korea<br />

192,000 wafers<br />

8%<br />

China<br />

199,800 wafers<br />

8%<br />

2010 <strong>WLCSP</strong> + 3D <strong>WLCSP</strong> geographic installed capacities<br />

(300mm eq. wafers)<br />

Singapore<br />

144,000 wafers<br />

6%<br />

Philippines<br />

127,200 wafers<br />

5%<br />

Malaysia<br />

46,800 wafers<br />

2%<br />

Thailand<br />

36,000<br />

2%<br />

Canada<br />

19,800<br />

wafers<br />

1%<br />

Morocco<br />

5,280 wafers<br />

0%<br />

Taiwan<br />

947,400 wafers<br />

39%<br />

TOT ~ 2.4 Million<br />

wafers (300mm eq.)<br />

USA<br />

189,600 wafers<br />

8%<br />

Europe<br />

190,800 wafers<br />

8%<br />

Japan<br />

308,400 wafers<br />

13%<br />

Yole Developpement ©<br />

September 2011<br />

© 2011 • 21<br />

Copyrights © Yole Developpement SARL. All rights reserved.


<strong>WLCSP</strong> Infrastructure<br />

& Supply Chain<br />

© 2011<br />

Copyrights © Yole Developpement SARL. All rights reserved.


Supply Chain for <strong>WLCSP</strong> Manufacturing<br />

<strong>WLCSP</strong> operations<br />

PVD / Plating equipment<br />

Passivation resist suppliers<br />

IC design<br />

Si CMOS<br />

manufacturing<br />

RDL / Passivation<br />

Balling<br />

Wafer test Back-end: OEM /<br />

dicing, marking, T&R EMS<br />

Fully integrated IDMs<br />

Vertical integration?<br />

Fabless<br />

CMOS<br />

foundries<br />

Wafer bumping house<br />

Test house<br />

BE service<br />

Wafer Packaging House<br />

OSAT<br />

© 2011 • 23<br />

Copyrights © Yole Developpement SARL. All rights reserved.


<strong>WLCSP</strong> Design Wins for Small Logic, Memory and RF Connectivity<br />

IC design<br />

companies<br />

logic gates /<br />

bus buffers /<br />

level<br />

translators<br />

EEPROM / serial<br />

Flash memories<br />

SRAM<br />

memories<br />

Microcontroller<br />

Bluetooth + FM<br />

chip<br />

GPS<br />

chip<br />

WLAN (single<br />

chip)<br />

Combos (mix of<br />

WLAN / BT / FM<br />

/ GPS)<br />

Atmel (US)<br />

X<br />

Broadcom (US) X X X<br />

CSR (US) X X X<br />

Cypress Semi (US)<br />

X<br />

Infineon (GE)<br />

X<br />

Macronix (TW)<br />

X<br />

Marvell (US)<br />

X<br />

Maxim IC (US)<br />

Microchip (US)<br />

X<br />

X<br />

Qualcomm / Atheros (US)<br />

X<br />

SST / Green Liant (US)<br />

X<br />

STEricsson (FR)<br />

X<br />

STMicroelectronics (FR) X X<br />

Texas Instruments (US) X X X X X<br />

© 2011 • 24<br />

Copyrights © Yole Developpement SARL. All rights reserved.


Texas Instrument‟s <strong>WLCSP</strong> wafer shipment<br />

Breakdown by application (12’’ eq wspy)<br />

2010 Texas Instruments' <strong>WLCSP</strong> wafer shipments<br />

Breakdown by application (12'' eq wspy)<br />

Yole Developpement ©<br />

September 2011<br />

Combos (mix of WLAN / BT / FM<br />

/ GPS)<br />

50 000<br />

20%<br />

IPD (ESD / EMI)<br />

10 000<br />

4%<br />

DC/DC converter, LDO<br />

30 000<br />

12%<br />

Amplifier, generator, analog<br />

switches IC drivers, RF power<br />

detectors<br />

15 000<br />

6%<br />

WLAN (single chip)<br />

25 000<br />

10%<br />

Touch screen controller<br />

3 600<br />

1%<br />

GPS chip<br />

20 750<br />

8%<br />

microcontroller<br />

4 000<br />

2%<br />

logic gates / bus buffers / level<br />

LED drivers<br />

translators<br />

3 300<br />

40 000<br />

1%<br />

16%<br />

battery charger<br />

25 000<br />

10%<br />

Audio / Video codec<br />

15 000<br />

6%<br />

Audio power amplfier/ video<br />

driver (amplifier, noise canceler,<br />

TV tuner etc…)<br />

5000<br />

2%<br />

• Texas Instruments (US) can be considered as #1 company in the <strong>WLCSP</strong> area since the company<br />

has a diversified product portfolio of analog IC design wins in <strong>WLCSP</strong> plus important internal<br />

capabilities for Fan-in <strong>WLCSP</strong> manufacturing (in its Clark facility in Philippines)<br />

© 2011 • 25<br />

Copyrights © Yole Developpement SARL. All rights reserved.


<strong>WLCSP</strong> Technologies<br />

© 2011<br />

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<strong>WLCSP</strong> Technology & Industrial Roadmap<br />

Demonstrated On the market!<br />

Silicon node<br />

65nm<br />

45nm<br />

32 / 22nm<br />

PCB pitch<br />

0.4 - 0.5mm<br />

0.25 - 0.3mm<br />

Minimum Line/space<br />

15/15um<br />

12/12um<br />

10/10um<br />

<strong>WLCSP</strong><br />

techno<br />

Wafer thickness<br />

> 30- 40 mm 2<br />

Max die size 0.6 - 27mm 2 250 – 350um<br />

200 – 300um<br />

150 – 250um<br />

New equipment<br />

DRIE<br />

Grinding & CMP<br />

Laser dicing<br />

inspection<br />

Passivation material<br />

BCB, PI<br />

PI, PBO, Al-X, etc…<br />

Package integration<br />

TSV (3D WLP)<br />

Fan-in only<br />

Fan-out / Embedding<br />

IPD<br />

<strong>WLCSP</strong><br />

infrastructure<br />

12 inch<br />

wafers<br />

Solar<br />

infrastructure?<br />

< 2007<br />

2008<br />

2009<br />

2010 2011 2012 2013 2014 2015<br />

© 2009 • 27<br />

Copyrights © Yole Développement SARL. All rights reserved.


<strong>WLCSP</strong> Extending to Higher I/O Levels in PMU Applications<br />

• The largest <strong>WLCSP</strong> IC on the market: Fujitsu MB38C311A<br />

– 309 <strong>WLCSP</strong> balls: world record highest <strong>WLCSP</strong> pin count<br />

– 50mm²<br />

– 0.4mm pitch<br />

– Designed and manufactured by Casio Micronics (now TeraMikros)<br />

– Balls on copper posts: eWLP technology<br />

– PMU + Audio interface functions combined<br />

– Found in Sharp SH-01A phone<br />

Pictures are courtesy of ‘System Plus Consulting’<br />

© 2011 • 28<br />

Copyrights © Yole Developpement SARL. All rights reserved.


<strong>WLCSP</strong> for Audio Amplifier<br />

• By using <strong>WLCSP</strong>, the audio control chip and amplification IC of the iPod Shuffle<br />

could be squeezed in the headphones, making it compulsory to use the Apple<br />

headphones or some specific headphones under Apple license (the shuffle device<br />

has no audio circuitry) The IC (1.35 mm x 0.85) is made by Texas Instruments<br />

© 2011 • 29<br />

WLP of Class D audio amplifiers from TI<br />

Copyrights © Yole Developpement SARL. All rights reserved.


VTI – 3D Axis Accelerometer<br />

a 3D-<strong>WLCSP</strong> example<br />

• The <strong>WLCSP</strong> package of the CMR3000 integrates two dies (ASIC + MEMS). The<br />

ASIC die is flip-chipped on the MEMS die (the gap between the 2 dies is<br />

underfilled)<br />

• The ASIC die is manufactured using a CMOS technology with a 0.4μm process.<br />

• The MEMS die is manufactured using three bonded wafers (c-SOI sensor + Cap)<br />

processed with bulk micromachining technologies.<br />

Package type: 10-pin WLP<br />

• Dimensions: 4.10mm x 3.10mm x 0.83mm<br />

• Pin pitch: 0.50mm<br />

Courtesy of Chipworks<br />

© 2011 • 30<br />

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Conclusions & Perspectives<br />

© 2011<br />

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Conclusions<br />

• The number of devices packaged with „Fan-in‟ <strong>WLCSP</strong> will exceed 25 Billion units in 2012,<br />

exceeding more than 2 million 300mm equivalent wafers<br />

• We estimate that the „Fan-in‟ <strong>WLCSP</strong> industry value to be over 1.9 billion dollars in 2012.<br />

This includes wafer level services (including test) and die level services, as well as the<br />

service margin<br />

• This market value is expected to keep on growing at a 2010-2016 CAGR of 12% despite<br />

decreasing prices. However it does not grow equally across all device types<br />

• The use of „Fan-in‟ <strong>WLCSP</strong> for a given application tends to be more and more standardized:<br />

it is now clear, for example, that the penetration rate of „Fan-in‟ <strong>WLCSP</strong> for connectivity<br />

devices in handsets is close to 100%, while some players still proposed QFN or BGA<br />

solutions a couple of years ago for this same application<br />

• The maximum die size increased recently, and it is now common place to find 36mm² „Fanin‟<br />

<strong>WLCSP</strong> devices in smartphones and tablets. The world record is 50mm² with 309 balls.<br />

Any „Fan-in‟ <strong>WLCSP</strong> device larger than 4mm in side needs to be underfilled on the PCB<br />

• „Fan-in‟ <strong>WLCSP</strong> is a maturing technology and market. It still grows faster than the average<br />

semiconductor packaging market mainly thanks to the fast growth rates of smartphones and<br />

tablet PCs in which <strong>WLCSP</strong> considerably helps save space and costs.<br />

© 2011 • 32<br />

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