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Back in 2015, only Outsourced Semi- conductor Assembly and Test (OSAT) players were involved in Fan-Out (FO) packaging. But in 2016, TSMC led the entry of foundries into this market. With its integrated FO (inFO) packaging technology, TSMC and Apple introduced the first high density FO package in the mobile segment. Now, Integrated Device Manufacturers (IDMs) like Samsung have joined the race with new in-house technology at the panel level. The result is that in 2019 OSATs have only a third of the market. Even with this reduced share, they are still developing and enhancing their portfolio in this segment. ASE, in partnership with Deca Technologies, has developed FO technology targeting the core market. Formerly a user of Embedded Wafer Level Ball Grid Array (eWLB) packaging, ASE has moved to M- series packaging technology for its advanced Wafer Level Packaging (aWLP). With production maturity, fabless companies like Qualcomm are seeking yield loss improvements, reducing the number of chipped dies following dicing. FOWLP was eventually adopted as side- wall protection to help manage incoming dies regardless of whether they’re on 200mm or 300mm wafers, which resolved the yield issue. In the past, Qualcomm has used eWLB for side-wall protection for this purpose. But now the M-series technology from Deca Technologies is mature. ASE, the current OSAT supplier for Qualcomm, has switched packaging production. One of the main advantages of the technology is that at a similar price to the eWLB technology, the M-series offers better quality and board level reliability (BLR). Indeed, one of the key enablers is the use of epoxy molding compound (EMC) between the die and the redistribution layers (RDLs). This report includes a full investigation of the component, featuring a detailed study of the PMIC including packaging, die design and cross-sections. It contains a complete cost analysis and a selling price estimation of the component. Finally, it features a comparison with the Qualcomm WCD9335 Audio Codec, featuring eWLB packaging. COMPLETE TEARDOWN WITH Detailed photos and cross-sections Precise measurements Material analysis Manufacturing process flow Supply chain evaluation Manufacturing cost analysis Comparison with WCD9335 using eWLB for Side Wall Protection Estimated sales price ASE/Deca’s patented fan-out technology has penetrated a new commercially available device, the Qualcomm PM8150 PMIC. REVERSE COSTING® – STRUCTURE, PROCESS & COST REPORT Title: ASE/Deca M- Series Fan-Out Process Pages: 111 Date: September 2019 Format: PDF & Excel file Price: EUR 3,990 ASE/Deca M-Series Fan-Out Process IC – LED – RF – MEMS – IMAGING PACKAGING – SYSTEM – POWER - DISPLAY

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Page 1: ASE/Deca M-Series Fan-Out Process - System Plus …...ORDER FORM Please process my order for ASE/Deca M-Series Fan-Out Process, Reverse Costing® –Structure, Process & Cost Report

Back in 2015, only Outsourced Semi-conductor Assembly and Test (OSAT)players were involved in Fan-Out (FO)packaging. But in 2016, TSMC led theentry of foundries into this market. Withits integrated FO (inFO) packagingtechnology, TSMC and Apple introducedthe first high density FO package in themobile segment. Now, Integrated DeviceManufacturers (IDMs) like Samsung havejoined the race with new in-housetechnology at the panel level. The result isthat in 2019 OSATs have only a third ofthe market. Even with this reduced share,they are still developing and enhancingtheir portfolio in this segment. ASE, inpartnership with Deca Technologies, hasdeveloped FO technology targeting thecore market. Formerly a user ofEmbedded Wafer Level Ball Grid Array(eWLB) packaging, ASE has moved to M-series packaging technology for itsadvanced Wafer Level Packaging (aWLP).

With production maturity, fablesscompanies like Qualcomm are seekingyield loss improvements, reducing thenumber of chipped dies following dicing.FOWLP was eventually adopted as side-wall protection to help manage incomingdies regardless of whether they’re on200mm or 300mm wafers, which resolvedthe yield issue. In the past, Qualcomm hasused eWLB for side-wall protection forthis purpose. But now the M-seriestechnology from Deca Technologies ismature. ASE, the current OSAT supplierfor Qualcomm, has switched packagingproduction.

One of the main advantages of thetechnology is that at a similar price to theeWLB technology, the M-series offersbetter quality and board level reliability(BLR). Indeed, one of the key enablers isthe use of epoxy molding compound(EMC) between the die and theredistribution layers (RDLs).

This report includes a full investigation ofthe component, featuring a detailed studyof the PMIC including packaging, diedesign and cross-sections. It contains acomplete cost analysis and a selling priceestimation of the component. Finally, itfeatures a comparison with theQualcomm WCD9335 Audio Codec,featuring eWLB packaging.

COMPLETE TEARDOWN WITH

• Detailed photos and cross-sections

• Precise measurements

• Material analysis

• Manufacturing process flow

• Supply chain evaluation

• Manufacturing cost analysis

• Comparison with WCD9335 using eWLB for Side Wall Protection

• Estimated sales price

ASE/Deca’s patented fan-out technology has penetrated a new commerciallyavailable device, the Qualcomm PM8150 PMIC.

REVERSE COSTING® – STRUCTURE, PROCESS & COST REPORT

Title: ASE/Deca M-Series Fan-Out Process

Pages: 111

Date: September 2019

Format: PDF & Excel file

Price: EUR 3,990

ASE/Deca M-Series Fan-Out Process

IC – LED – RF – MEMS – IMAGING – PACKAGING – SYSTEM – POWER - DISPLAY

Page 2: ASE/Deca M-Series Fan-Out Process - System Plus …...ORDER FORM Please process my order for ASE/Deca M-Series Fan-Out Process, Reverse Costing® –Structure, Process & Cost Report

TABLE OF CONTENTS

Overview/Introduction

Qualcomm Company profile and ASE/DecaRoadmap

Samsung Galaxy S10 5G USA Teardown

Market Analysis

Physical Analysis

• Physical Analysis Methodology

• M-Series Packaging Analysis

o Package view and dimensions

o Package cross-section: RDLs, UBM, copper studs

o Package process analysis

• PMIC Die Analysis

o Die view and dimensions

o Die delayering and main block IDs

o Die cross-section

o Die process

Manufacturing Process Flow

• PMIC Die Process and Fabrication Unit

• M-Series Packaging Process Flow and Fabrication Unit

Cost analysis

• Overview of the Cost Analysis

• Supply Chain Description

• Yield Hypotheses

• PMIC Die cost Analyses

o Front-end cost

o Wafer and die cost

• M-Series Package Cost Analysis

o Packaging front-end cost

o Packaging cost by process step

• Final Test Cost

• Component Cost

Estimated Price Analysis

Comparison between eWLB and M-Series for Side Wall Protection

ASE/DECA M-SERIES FAN-OUT PROCESS

RELATED REPORTS

AUTHORS

Dr. Stéphane Elisabeth has joinedSystem Plus Consulting's team in 2016.He has a deep knowledge of Materialscharacterizations and Electronicssystems. He holds an EngineeringDegree in Electronics and NumericalTechnology, and a PhD in Materials forMicroelectronics.

Nicolas Radufe is in charge of physicalanalysis at System Plus Consulting. Hehas a deep knowledge in chemical andphysical analyses. He previouslyworked in microelectronics R&D forCEA/LETI in Grenoble and forSTMicroelectronics in Crolles.

Advanced packaging technology in the Apple Watch Series 4’s SiPFour major packaging technologies: ASE’s SiP & modified SESUB, TSMC’s inFO-ePoP, Skyworks’ Double Side BGA.January 2019 - EUR 3,990*

Samsung Exynos 9110 with ePLP: First Generation of Samsung’s FO-PLPThe first ultra-small multi-chip High Volume Manufacturing (HVM) FO-PLP device for consumer applications found in the Samsung Galaxy Watch.November 2018 - EUR 3,990*

Intel’s Embedded Multi-Die Interconnect Bridge (EMIB)First consumer application in the Intel Core 8th Generation i7-8809G, the world’s first On-Package CPU and GPU with High Bandwidth Memory.October 2018 - EUR 3,490*

Page 3: ASE/Deca M-Series Fan-Out Process - System Plus …...ORDER FORM Please process my order for ASE/Deca M-Series Fan-Out Process, Reverse Costing® –Structure, Process & Cost Report

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REVERSE COSTING® – STRUCTURE, PROCESS & COST REPORTASE/DECA M-SERIES FAN-OUT PROCESS

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