vayyar vyyr2401 4d uwb radar imaging soc - system plus … · 2020. 9. 10. · market analysis 20 o...

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22 bd Benoni Goullin 44200 NANTES - FRANCE +33 2 40 18 09 16 [email protected] www.systemplus.fr Vayyar VYYR2401 4D UWB Radar Imaging SoC Deep dive analysis of Vayyar’s 4D UWB Radar Imaging System-on- Chip from the Walabot Home Fall Detection System. SP20561 - RF report by Stéphane ELISABETH LABORATORY ANALYSIS done by Nicolas RADUFE September 2020 – Sample REVERSE COSTING® – STRUCTURAL, PROCESS & COST REPORT

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Page 1: Vayyar VYYR2401 4D UWB Radar Imaging SoC - System Plus … · 2020. 9. 10. · Market Analysis 20 o Radar market Forecast o Radar in Heathcare: Application and main product o Recent

©2020 by System Plus Consulting | SP20561 – Vayyar VYYR2401 4D UWB Radar Imaging SoC | Sample 1

22 bd Benoni Goullin44200 NANTES - FRANCE +33 2 40 18 09 16 [email protected] www.systemplus.fr

Vayyar VYYR2401 4D UWB Radar Imaging SoCDeep dive analysis of Vayyar’s 4D UWB Radar Imaging System-on-Chip from the Walabot Home Fall Detection System.SP20561 - RF report by Stéphane ELISABETH

LABORATORY ANALYSIS done by Nicolas RADUFESeptember 2020 – Sample

REVERSE COSTING® – STRUCTURAL, PROCESS & COST REPORT

Page 2: Vayyar VYYR2401 4D UWB Radar Imaging SoC - System Plus … · 2020. 9. 10. · Market Analysis 20 o Radar market Forecast o Radar in Heathcare: Application and main product o Recent

©2020 by System Plus Consulting | SP20561 – Vayyar VYYR2401 4D UWB Radar Imaging SoC | Sample 2

Table of Contents

Overview / Introduction 4

o Executive Summary

o Reverse Costing Methodology

Company Profile 8

o Vayyar

o Walabot Home Teardown

Market Analysis 20o Radar market Forecasto Radar in Heathcare: Application and main producto Recent Activity in Radaro Automotive Market Analysis and technology Forecast

Physical Analysis 27

o Summary of the Physical Analysis 28

o RF Board Design 30

✓ RF Board View & Dimensions

✓ RF Board Overview: RF SoC, Antenna

✓ RF Board Design: Antenna Deprocessing, Antenna Structure

✓ RF Board Cross-Section

o Component Assembly 45

✓ Package View and Dimensions

✓ Package Cross-Section

o Sensor Die 51

✓ Sensor Die View & Dimensions

✓ Sensor Delayering & main Blocs

✓ Sensor Die Process

✓ Sensor Die Cross-Section

✓ Sensor Die Process Characteristics

Physical Comparison 72

o Vayyar vs. Google/Infineon vs. Texas Instrument's Radar Solution

Sensor Manufacturing Process 76

o Sensor Die Front-End Process & Fabrication Unit

o Final Test & Packaging Fabrication unit

o Summary of the main parts

Cost Analysis 80

o Summary of the cost analysis 81

o Yields Explanation & Hypotheses 83

o Sensor die 85

✓ Sensor Die Front-End Cost

✓ Sensor Die Probe Test, Thinning & Dicing

✓ Sensor Die Wafer Cost

✓ Sensor Die Cost

o Component 89

✓ Component Assembly

✓ Component Cost

Cost Comparison 94

Selling price 96

Feedbacks 99

SystemPlus Consulting services 101

Page 3: Vayyar VYYR2401 4D UWB Radar Imaging SoC - System Plus … · 2020. 9. 10. · Market Analysis 20 o Radar market Forecast o Radar in Heathcare: Application and main product o Recent

©2020 by System Plus Consulting | SP20561 – Vayyar VYYR2401 4D UWB Radar Imaging SoC | Sample 3

Overview / Introductiono Executive Summaryo Reverse Costing Methodologyo Glossary

Company Profile & Supply Chain

Market Analysis

Physical Analysis

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Cost Comparison

Selling Price Analysis

Feedbacks

Related Reports

About System Plus

Executive Summary

This full reverse costing study has been conducted to provide insight on technology data, manufacturing cost and selling priceof the Vayyar VYYR2401.

Walabot is the consumer brand from Vayyar that offers UWB 4D imaging systems. The company built all its systems from theRF SoC manufactured by Vayyar. The first SoC developed by the company was the VYYR2401, analyzed in this report. This chipis used in a smartphone add-on device that detects pipes and cables and behind walls like Superman’s X-ray vision, and in a falldetection system torn down in the report.

The attraction of the Vayyar solution is the simplicity of integration of the system. The RF SoC features an on-chip Digital SignalProcessor (DSP) that processes the data from the transceiver and directly provides Static Random Access Memory (SRAM)-typedata to a Microcontroller Unit (MCU) that only converts it into data stream that can enter a USB port and is understandable byany processor with machine learning features on the market like a Snapdragon from Qualcomm.

The report includes a full investigation of the component and its integration in the Walabot Home System. It features adetailed study of the structure of the RF board and the Monolithic Microwave Integrated Circuit (MMIC), including die analysis,process, and a Printed Circuit Board (PCB) cross-section. It contains a complete cost analysis and a selling price estimation ofthe RF SoC. Finally, it features a technical and cost comparison with the radar chipset from Infineon integrated in the GooglePixel 4 XL and the Antenna-on-Package system from Texas Instruments, model AWR1843AoP

Page 4: Vayyar VYYR2401 4D UWB Radar Imaging SoC - System Plus … · 2020. 9. 10. · Market Analysis 20 o Radar market Forecast o Radar in Heathcare: Application and main product o Recent

©2020 by System Plus Consulting | SP20561 – Vayyar VYYR2401 4D UWB Radar Imaging SoC | Sample 4

Overview / Introduction

Company Profile & Supply Chain o Vayyaro Walabot Home Teardown

Market Analysis

Physical Analysis

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Cost Comparison

Selling Price Analysis

Feedbacks

Related Reports

About System Plus

Walabot Home Teardown

Walabot Home SystemCourtesy of Walabot

Page 5: Vayyar VYYR2401 4D UWB Radar Imaging SoC - System Plus … · 2020. 9. 10. · Market Analysis 20 o Radar market Forecast o Radar in Heathcare: Application and main product o Recent

©2020 by System Plus Consulting | SP20561 – Vayyar VYYR2401 4D UWB Radar Imaging SoC | Sample 5

Overview / Introduction

Company Profile & Supply Chain o Vayyaro Walabot Home Teardown

Market Analysis

Physical Analysis

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Cost Comparison

Selling Price Analysis

Feedbacks

Related Reports

About System Plus

Walabot Home Teardown

Page 6: Vayyar VYYR2401 4D UWB Radar Imaging SoC - System Plus … · 2020. 9. 10. · Market Analysis 20 o Radar market Forecast o Radar in Heathcare: Application and main product o Recent

©2020 by System Plus Consulting | SP20561 – Vayyar VYYR2401 4D UWB Radar Imaging SoC | Sample 6

Overview / Introduction

Company Profile & Supply Chain

Market Analysis

Physical Analysis o RF Board Analysis

o Views & Dimensionso Overviewo Cross-Section

o Package Analysiso Views & Dimensionso Overviewo Cross-Section

o Sensor Dieo Views & Dimensionso Delayeringo Die Processo Die Cross-section

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Cost Comparison

Selling Price Analysis

Feedbacks

Related Reports

About System Plus

Summary of the Physical Analysis

Page 7: Vayyar VYYR2401 4D UWB Radar Imaging SoC - System Plus … · 2020. 9. 10. · Market Analysis 20 o Radar market Forecast o Radar in Heathcare: Application and main product o Recent

©2020 by System Plus Consulting | SP20561 – Vayyar VYYR2401 4D UWB Radar Imaging SoC | Sample 7

Overview / Introduction

Company Profile & Supply Chain

Market Analysis

Physical Analysis o RF Board Analysis

o Views & Dimensionso Overviewo Cross-Section

o Package Analysiso Views & Dimensionso Overviewo Cross-Section

o Sensor Dieo Views & Dimensionso Delayeringo Die Processo Die Cross-section

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Cost Comparison

Selling Price Analysis

Feedbacks

Related Reports

About System Plus

RF Board Overview

Page 8: Vayyar VYYR2401 4D UWB Radar Imaging SoC - System Plus … · 2020. 9. 10. · Market Analysis 20 o Radar market Forecast o Radar in Heathcare: Application and main product o Recent

©2020 by System Plus Consulting | SP20561 – Vayyar VYYR2401 4D UWB Radar Imaging SoC | Sample 8

Overview / Introduction

Company Profile & Supply Chain

Market Analysis

Physical Analysis o RF Board Analysis

o Views & Dimensionso Overviewo Cross-Section

o Package Analysiso Views & Dimensionso Overviewo Cross-Section

o Sensor Dieo Views & Dimensionso Delayeringo Die Processo Die Cross-section

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Cost Comparison

Selling Price Analysis

Feedbacks

Related Reports

About System Plus

RF Board Design

Page 9: Vayyar VYYR2401 4D UWB Radar Imaging SoC - System Plus … · 2020. 9. 10. · Market Analysis 20 o Radar market Forecast o Radar in Heathcare: Application and main product o Recent

©2020 by System Plus Consulting | SP20561 – Vayyar VYYR2401 4D UWB Radar Imaging SoC | Sample 9

Overview / Introduction

Company Profile & Supply Chain

Market Analysis

Physical Analysis o RF Board Analysis

o Views & Dimensionso Overviewo Cross-Section

o Package Analysiso Views & Dimensionso Overviewo Cross-Section

o Sensor Dieo Views & Dimensionso Delayeringo Die Processo Die Cross-section

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Cost Comparison

Selling Price Analysis

Feedbacks

Related Reports

About System Plus

RF Board Antenna Design

Page 10: Vayyar VYYR2401 4D UWB Radar Imaging SoC - System Plus … · 2020. 9. 10. · Market Analysis 20 o Radar market Forecast o Radar in Heathcare: Application and main product o Recent

©2020 by System Plus Consulting | SP20561 – Vayyar VYYR2401 4D UWB Radar Imaging SoC | Sample 10

Overview / Introduction

Company Profile & Supply Chain

Market Analysis

Physical Analysis o RF Board Analysis

o Views & Dimensionso Overviewo Cross-Section

o Package Analysiso Views & Dimensionso Overviewo Cross-Section

o Sensor Dieo Views & Dimensionso Delayeringo Die Processo Die Cross-section

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Cost Comparison

Selling Price Analysis

Feedbacks

Related Reports

About System Plus

RF Board Cross-Section

Page 11: Vayyar VYYR2401 4D UWB Radar Imaging SoC - System Plus … · 2020. 9. 10. · Market Analysis 20 o Radar market Forecast o Radar in Heathcare: Application and main product o Recent

©2020 by System Plus Consulting | SP20561 – Vayyar VYYR2401 4D UWB Radar Imaging SoC | Sample 11

Overview / Introduction

Company Profile & Supply Chain

Market Analysis

Physical Analysis o RF Board Analysis

o Views & Dimensionso Overviewo Cross-Section

o Package Analysiso Views & Dimensionso Overviewo Cross-Section

o Sensor Dieo Views & Dimensionso Delayeringo Die Processo Die Cross-section

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Cost Comparison

Selling Price Analysis

Feedbacks

Related Reports

About System Plus

Die Overview

Page 12: Vayyar VYYR2401 4D UWB Radar Imaging SoC - System Plus … · 2020. 9. 10. · Market Analysis 20 o Radar market Forecast o Radar in Heathcare: Application and main product o Recent

©2020 by System Plus Consulting | SP20561 – Vayyar VYYR2401 4D UWB Radar Imaging SoC | Sample 12

Overview / Introduction

Company Profile & Supply Chain

Market Analysis

Physical Analysis o RF Board Analysis

o Views & Dimensionso Overviewo Cross-Section

o Package Analysiso Views & Dimensionso Overviewo Cross-Section

o Sensor Dieo Views & Dimensionso Delayeringo Die Processo Die Cross-section

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Cost Comparison

Selling Price Analysis

Feedbacks

Related Reports

About System Plus

Die Overview

Page 13: Vayyar VYYR2401 4D UWB Radar Imaging SoC - System Plus … · 2020. 9. 10. · Market Analysis 20 o Radar market Forecast o Radar in Heathcare: Application and main product o Recent

©2020 by System Plus Consulting | SP20561 – Vayyar VYYR2401 4D UWB Radar Imaging SoC | Sample 13

Overview / Introduction

Company Profile & Supply Chain

Market Analysis

Physical Analysis o RF Board Analysis

o Views & Dimensionso Overviewo Cross-Section

o Package Analysiso Views & Dimensionso Overviewo Cross-Section

o Sensor Dieo Views & Dimensionso Delayeringo Die Processo Die Cross-section

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Cost Comparison

Selling Price Analysis

Feedbacks

Related Reports

About System Plus

Die Cross-Section – CMOS Transistor

Page 14: Vayyar VYYR2401 4D UWB Radar Imaging SoC - System Plus … · 2020. 9. 10. · Market Analysis 20 o Radar market Forecast o Radar in Heathcare: Application and main product o Recent

©2020 by System Plus Consulting | SP20561 – Vayyar VYYR2401 4D UWB Radar Imaging SoC | Sample 14

Overview / Introduction

Company Profile & Supply Chain

Market Analysis

Physical Analysis

Physical Comparisono SoC vs. Chipset:

Vayyar/Google/TI

Manufacturing Process Flow

Cost Analysis

Cost Comparison

Selling Price Analysis

Feedbacks

Related Reports

About System Plus

Vayyar Chipset vs. Google Pixel 4 XL Radar Chipset vs. TI Radar SoC

Radar IC DSP + MCU

DSP + MCU

Radar IC

Radar IC + DSP MCU

Vayyar Imaging Solution Google/Infineon Imaging Solution

• XX

• XX

Texas Instrument Solution

Radar IC + DSP + MCU

XX

Page 15: Vayyar VYYR2401 4D UWB Radar Imaging SoC - System Plus … · 2020. 9. 10. · Market Analysis 20 o Radar market Forecast o Radar in Heathcare: Application and main product o Recent

©2020 by System Plus Consulting | SP20561 – Vayyar VYYR2401 4D UWB Radar Imaging SoC | Sample 15

Overview / Introduction

Company Profile & Supply Chain

Market Analysis

Physical Analysis

Physical Comparisono SoC vs. Chipset:

Vayyar/Google/TI

Manufacturing Process Flow

Cost Analysis

Cost Comparison

Selling Price Analysis

Feedbacks

Related Reports

About System Plus

Vayyar Chipset vs. Google Pixel 4 XL Radar Chipset vs. TI Radar SoC

Page 16: Vayyar VYYR2401 4D UWB Radar Imaging SoC - System Plus … · 2020. 9. 10. · Market Analysis 20 o Radar market Forecast o Radar in Heathcare: Application and main product o Recent

©2020 by System Plus Consulting | SP20561 – Vayyar VYYR2401 4D UWB Radar Imaging SoC | Sample 16

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis

Physical Comparison

Manufacturing Process Flow

Cost Analysiso Cost Analysis Summaryo Yields Explanation &

Hypotheseso Sensor Module Costo Component Cost

Cost Comparison

Selling Price Analysis

Feedbacks

Related Reports

About System Plus

Sensor Front-End Cost

Page 17: Vayyar VYYR2401 4D UWB Radar Imaging SoC - System Plus … · 2020. 9. 10. · Market Analysis 20 o Radar market Forecast o Radar in Heathcare: Application and main product o Recent

©2020 by System Plus Consulting | SP20561 – Vayyar VYYR2401 4D UWB Radar Imaging SoC | Sample 17

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis

Physical Comparison

Manufacturing Process Flow

Cost Analysiso Cost Analysis Summaryo Yields Explanation &

Hypotheseso Sensor Module Costo Component Cost

Cost Comparison

Selling Price Analysis

Feedbacks

Related Reports

About System Plus

Component Cost

Page 18: Vayyar VYYR2401 4D UWB Radar Imaging SoC - System Plus … · 2020. 9. 10. · Market Analysis 20 o Radar market Forecast o Radar in Heathcare: Application and main product o Recent

©2020 by System Plus Consulting | SP20561 – Vayyar VYYR2401 4D UWB Radar Imaging SoC | Sample 18

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Cost Comparisono SoC vs. Chipset

Vayyar/Google/TI

Selling Price Analysis

Feedbacks

Related Reports

About System Plus

Vayyar Chipset vs. Google Pixel 4 XL Radar Chipset vs. TI Radar SoC

Page 19: Vayyar VYYR2401 4D UWB Radar Imaging SoC - System Plus … · 2020. 9. 10. · Market Analysis 20 o Radar market Forecast o Radar in Heathcare: Application and main product o Recent

©2020 by System Plus Consulting | SP20561 – Vayyar VYYR2401 4D UWB Radar Imaging SoC | Sample 19

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Cost Comparison

Selling Price Analysiso Definition of Priceso Estimated Selling Price

Feedbacks

Related Reports

About System Plus

Estimated Selling Price

Page 20: Vayyar VYYR2401 4D UWB Radar Imaging SoC - System Plus … · 2020. 9. 10. · Market Analysis 20 o Radar market Forecast o Radar in Heathcare: Application and main product o Recent

©2020 by System Plus Consulting | SP20561 – Vayyar VYYR2401 4D UWB Radar Imaging SoC | Sample 20

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Cost Comparison

Selling Price Analysis

Feedbacks

Related Reports

About System Plus

Related Reports

MARKET AND TECHNOLOGY REPORTS - YOLE DÉVELOPPEMENT

RF Devices• Status of the Radar Industry: Players, Applications and

Technology Trends 2020

REVERSE COSTING ANALYSES - SYSTEM PLUS CONSULTING

RF Devices• Mediatek Autus R10 (MT2706) 77/79 GHz eWLB/AiP

Radar Chipset• Texas Instruments AWR1843AoP 77/79 GHz Radar

Chipset• Infineon’s Radar Technology and Knowles’ Machine

Learning drive Google Pixel 4XL Gesture Recognition

Page 21: Vayyar VYYR2401 4D UWB Radar Imaging SoC - System Plus … · 2020. 9. 10. · Market Analysis 20 o Radar market Forecast o Radar in Heathcare: Application and main product o Recent

©2020 by System Plus Consulting | SP20561 – Vayyar VYYR2401 4D UWB Radar Imaging SoC | Sample 21

COMPANYSERVICES

Page 22: Vayyar VYYR2401 4D UWB Radar Imaging SoC - System Plus … · 2020. 9. 10. · Market Analysis 20 o Radar market Forecast o Radar in Heathcare: Application and main product o Recent

©2020 by System Plus Consulting | SP20561 – Vayyar VYYR2401 4D UWB Radar Imaging SoC | Sample 22

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Cost Comparison

Selling Price Analysis

Feedbacks

Related Reports

About System Pluso Company serviceso Contact

Business Models Fields of Expertise

Custom Analyses(>130 analyses per year)

Reports(>60 reports per year)

Costing Tools

Trainings

Page 23: Vayyar VYYR2401 4D UWB Radar Imaging SoC - System Plus … · 2020. 9. 10. · Market Analysis 20 o Radar market Forecast o Radar in Heathcare: Application and main product o Recent

©2020 by System Plus Consulting | SP20561 – Vayyar VYYR2401 4D UWB Radar Imaging SoC | Sample 23

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Cost Comparison

Selling Price Analysis

Feedbacks

Related Reports

About System Pluso Company serviceso Contact

Contact

Headquarters22 bd Benoni Goullin44200 NantesFRANCE+33 2 40 18 09 [email protected]

Europe Sales OfficeLizzie LEVENEZFrankfurt am MainGERMANY+49 151 23 54 41 [email protected]

www.systemplus.fr

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