From Technologies to Markets ©2019 2.5D / 3D TSV & Wafer Level Stacking Technology & market updates 2019 Sample
From Technologies to Markets
©2019
2.5D / 3D TSV & Wafer Level
Stacking Technology & market updates
2019
Sample
22.5D/3D TSV & Wafer Level Integration Technology & Market updates 2019 | Sample | www.yole.fr | ©2019
TABLE OF CONTENT
Part 1/3
• Report scope & objectives P5
• Glossary P6
• Authors P8
• Companies cited in this report P9
• Comparison with 2017 report version P10
• The three pages report summary P13
• 3D stacking – packaging market repartition: P16
• Per 3D stacking technologiy
• Per segment
• Per market
• Executive summary P21
1. Introduction P58
• Hints for reading
• Updates from the last report
• Terminology
• From global market to advanced stacking technologies
2. High end market segment P72
• Trends P74• Artificial Intelligence
• Data center
• Super computer
• Cryptocurrency mining
• Gaming
• AR/MR/VR
• Forecasts P95• Stacked memories wafer, units production
• Stacked memories packaging revenues
• 2.5D interposer wafer, units production
• 2.5D interposer packaging revenues
• 3D SoC wafer production & packaging revenue
• Technologies & roadmaps P109• TSV
• 3D stacked memories
• 3D SoC
• 3D sequential integration
• Hardware examples, players & supply chain P125• Hardware for HPC & Networking
• GPU, FPGA supply chain
• TSV based product players
• Conclusions P150
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TABLE OF CONTENT
Part 2/3
3. Mid/Low End market segment P152
• CIS P153
• Trends
• CIS market drivers
• CIS packaging evolution
• Forecasts
• CIS market repartition per technology
• Global CIS wafer production
• Stacked CIS wafer, unit production
• Stacked CIS packaging revenue
• Technologies & roadmaps
• CIS stacking technologies:TSV & hybrid bonding
• CIS roadmap
• Hardware examples, players & supply chain
• BSI Stacked TSV
• BSI Stacked Hybrid
• BSI Multi-stack TSV
• Conclusion
• MEMS & sensors P187
• Trends
• Market evolution & packaging trends
• Forecasts
• MEMS & sensors with TSV wafer
& units production
• TSV revenues for MEMS & Sensors
• Hardware examples, players & supply chain
• MEMS & Sensors with TSV examples
• Supply chain for certain MEMS
& sensors applications and players
• Conclusions
• LED P212
• TSV in LED
• TSV in LED wafer & revenue forecasts
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TABLE OF CONTENT
Part 3/3
4. Potential future applications for
3D stacking technologies P216
• 3D NAND
• Stacked memories, 3D SoC & displays
4. Appendix P219
• Stacking technologies vs 2.5DTSV interposer
• Details of each technology
5. AboutYole Développement P245
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REPORT SCOPE & OBJECTIVES
• This report is an update of the previous 2017 release “3D TSV and 2.5D business update: Market and Technology trends2017”
• The scope of this report is to present the actual trends and their impact on the packaging need and especially the 2.5D/3Dstacking technologies. Mega trends are pushing the packaging market into more and more stacking technologies in order toanswer their stringent requirements (more performance, lower consumption & footprint). Already established stackingtechnologies like TSV will continue to flourish, but will have extended challengers as OSAT’s and other players are alsoinnovating and proposing alternative technologies & solutions for devices stacking
• This report objectives are to:
• Show the impact of the semiconductor market mutation on packaging technologies
• Outline three stacking technologies, through silicon via (TSV), 3D system on chip & hybrid bonding
• Provide an overview of the markets requiring stacking technologies
• Update market data & forecasts for stacking technologies
• Describe the hardware & key applications that are/will use stacking technologies
• Identify the main players & supply chain for stacking technologies
• Evoke novice technologies that may challenge some of the actual stacking technologies
• Predict future applications where stacking technologies may be needed
Biographie & contact
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ABOUT THE AUTHOR
Mario Ibrahim
As a Technology & Market Analyst, advanced packaging, Mario Ibrahim is a member of the Semiconductor & Software division at Yole
Développement (Yole). Mario is engaged in the development of technology & market reports as well as the production of custom consulting studies.
He is also deeply involved in test activities business development within the division.
Prior to Yole, Mario was engaged in test activities development on LEDs at Aledia. He was also in charge of several R&D advanced packaging programs.
During his five-year stay, he developed strong technical & managerial expertise in different semiconductor fields.
Mario holds an Electronics Engineering Degree from Polytech’ Grenoble (France). He apprenticed for three years in the Imaging division of
STMicroelectronics Grenoble, where he contributed to the test benches park automation within the test & validation team.
Contact: [email protected]
7
Alchip, Aledia, Alibaba, Amazon, AMD, Amkor, AMS, ANPEC, Apple, ASE, ASUS, Atos, Audi, Avago,
Baidu, Bosch, Bitmain, BitFury, Broadcom
Canaan, Carsem, Cisco, Cray
DARPA
EBANG, EMmicroelectronic, EPworks
Facebook, Faraday, Fingerprints, Foxconn, Fraunhofer, Fujitsu
Gigabyte, Global Foundries, Google, GUC
HalongMining, HLMC, HP, Huatian, Huawei
Ibiden, IBM, Icsens, IMEC, Inari technology, Infineon, Innosilicon, Intel, InvenSense
JCET STATS ChipPAC, Juniper
Lenovo, Leti, Lfoundry, LGinnotek
mCube, Melexis, Memsic, Mercedes-Benz, Micralyne, Micron, Microsoft
NEC, Nokia, Nvidia, NXP
Omnivision, ON Semiconductor, OpenSilicon, Osram
PTI
Samsung, SensL, Shinko, SK hynix, SMIC, Sony, SPIL, STMicroelectronics
Tencent, TF, Toshiba, TPK, TSMC
UMC, Unimicron
Xfab, Xilinx, Xintek, XMC, Xperi
YMTC
COMPANIES CITED IN THIS REPORT
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TSV TECHNOLOGY WAFER START & REVENUES
Global TSV market
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The numbers are based on each technology’s revenues (M$), meaning that 30% of margin is taken into consideration
ADVANCED PACKAGING TECHNOLOGIES REVENUES REPARTITION
Repartition per markets : HPC & Networking / Consumer / Automotive / Others
• HPC & networking markets are going to grow fast in order to follow the AI & big data trends. This market added to consumer market will
represent almost 90% of the advanced packaging (stacking) market
• Stacking technologies will be needed for autonomous vehicles where higher computing performance will be required (edge computing), but
attention to automotive stringent regulations in term of reliability
• Medical market is a small one for TSV’s but where the performance and form factor parameters are becoming more and more important
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WHAT’S NEW SINCE THE LAST REPORT (JUNE 2017)
• Updating the hardware list using TSV & other 3D stacking technologies with focus on GPUs for High Performance Computing (HPC) inaddition to MEMS & Sensors for mid / low end market segment
• Updating the 3D integration markets by adding cryptocurrency as a new market
• Updating the 3D stacked memory market by omitting HMC & MCDRAM memories from it. Micron stopped any R&D program related toHMC, they will continue to produce low volumes for some of their clients and they are switching to HBM instead
• Updating the 3D integration technologies and adding technologies like hybrid bonding, Foveros, RDL interposer as a new stacking solutions.
• Updating the CIS market and segmenting it into 3 different stacked CIS technologies (using TSV / Hybrid and combo TSV +Hybrid). More focuson this market asYole is foreseeing important usage of stacking technologies in it
• Updating the 2017 forecasts with numbers based on the actual & future market analysis & trends
• Updating the players & ecosystem for stacking technologies, showing that it’s in place and ready to fulfill clients demands
• Updating the cost structure calculation used for the forecasts:• 2017 report: the cost of packaging was including for example the DRAM wafer cost + TSV cost + bumping cost +yield loss cost
• 2019 report: the cost of packaging is only and for example the TSV cost + bumping cost + yield loss cost. Not taking into consideration the device wafercost as we want to focus on the packaging costs only
• New forecasts on Intel’s Foveros technology & updating the 3D SoC forecasts
• 3D SoC will hit the market by 2019 produced by TSMC and with HiSilicon as a first potential client for their datacenter activities
• EMIB from Intel as 3D stacking alternative to 2.5DTSV interposer, with products already launched
• DRAM is still and will further be a big playing ground for 3D stacking technologies. Samsung is prompting pre-emptive $27.7 billion in a 2nd
plant in Pyeongtaek to be able to answer growing DRAM & NAND demand. On the other hand, Micron will also invest $3 billion by 2023 toincrease memory production at its Manassas plant
• Chinese government is massively backing their memory startups. YMTC (Tsinghua Unigroup) received $24 billion to implement a new 12” 3DNAND production line in the new plant in Chengdu. Tsinghua Unigroup are also investing $30 billion in a plant in Nanjing to manufacture 3DNAND & DRAM
• TSMC CoWoS and advanced packaging production capacity extension up to 200K wafers/month. Wafer on Wafer (3D SoC with hybridbonding) new platform from TSMC for HPC and data center markets
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WHY 3D INTEGRATION IS BECOMING MORE AND MORE IMPORTANT
Moore’s law slowing down
Moore’s law pace is slowing down, if not already dead as mentioned by Forbes & Nvidia. It’s reaching some limitations as developing lower technology
nodes is doable technically but not anymore cost efficient
In this report, we will be using the “slow down” term when describing Moore’s law status
To deal with this slow down, other alternatives are currently used & will be further developed:
• Advanced packaging technologies development. 2.5D technology was first used in high performance applications. Scaling the Z axis is taking
more and more importance in what is called 3D stacking especially for HPC, but not only
• Specialized devices. Meaning 1 device = 1 function. Example of GPU VS Neural engine, that allows reduced power consumption & faster
computing speed
• Other advanced packaging technologies development (SLIT, FOCoS, SWIFT, EMIB, ...)
Only 4 players with 14/12nm Fab
(2017) Only 2-3 players still in the 7nm node race
7nm Fab
Delay in Intel’s
10nm node, so
obviously they are
late regarding
TSMC & Samsung
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MEGA TRENDS
Opportunity for various stacking advanced packaging
CPU /GPU APU MCUs ASICs FPGAs MemorySensors/
Actuators/CIS
Analog /
Discretes
Opto-
electronics
AI/ML
FC, 2.5D/3D,
FO, SiP
FC, FO,ED
FC, FO
FC, 2.5D/3D,
FO
FC, 3D,
WB,QFN,
WLCSP
Smart automotive
/Electrification/ ADAS
FC,
WB,QFN,
WLCSPFC,FO,WB, QFN,
WLCSP, SiP, 3D
FC,WB,FO,
QFN, ED,
SiP
AR/VR
HPCFC, 2.5D/3D,
FO
SiP, 2.5D/3D,
FC, WB
IoTFC,
WB,QFN,
WLCSP
FC,FO,WB, QFN,
WLCSP, SiP, 3D
FC,WB,FO,
QFN, ED,
SiP5G
FC, 2.5D/3D,
FO, SiP FC, FO,ED SiP, 2.5D/3D,
FC, WBMobile 3D
FC,FO,WB, QFN,
WLCSP, SiP, 3D
Blockchain / CryptocurrencyFC, 2.5D/3D,
FO
FC, 2.5D/3D,
FO
FC,WB,FO,
QFN, ED,
SiP
Where 2.5D/3D stacking technologies are used
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In this report
ADVANCED PACKAGING PLATFORMS
Focus on 3D stacking packaging platforms in this report
No substrate
Fan-Out WLCSP
Organic substrates
Wirebond
BGA CSP
COB
BOC
WB CSP
LGA
Flip-Chip
BGA
FC BGA
FO on Substrate
2.5/2.1D
3D*
CSP LGA
Leadframe substrates
Wire Bond
QFN/QFP
SOIC
TSOP
LCC
DIP
Flip Chip
FC QFN (MIS)
Ceramic substrates
Wirebond
Hi Rel
Flip-Chip
HTCC
LTCC
Embedded Die
*Hybrid bonding is included in 3D platform
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2.5D & 3D integration
High End segment
HPC
Artificial Intelligence
Data mining (crypto &
other data)
Super computers
Data centers, hyper scale
Networking
Switch / Router
Gaming, VR/AR/MR
Mid / Low End segment
Sensing
MEMS & sensors
CIS
Lighting
LED
2.5D & 3D INTEGRATION MARKET SEGMENTATION
The market is divided into High End & Mid/Low segments
High End segment is defined as the market where an application is less
sensitive to the cost, but requires reduced footprint in addition to high
performances & reliability
Mid/Low End segment is defined by a
good balance between cost sensitivity &
performances
Segments
Market
Applications
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2.5D & 3D STACKING TECHNOLOGIES
With / Without TSV. Foundries VS OSATs battle
i-THOP FC-EIC
Em
bedded in
substrate
EMIB
Hybrid BondingW
ith O
r
With
out T
SV
3D SoC
TSV
+ H
ybrid
Bondin
g
With TSV
Without TSV
G-ALCS
TG
V
3D Stacked memory
TSV
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2.5D INTEGRATION WITH TSV TECHNOLOGY FOR HIGH END SEGMENT
Heterogeneous integration on Si interposer
• The TSV is used as interconnection between the 2 Si facets in the so called Si interposer. It is a thinned silicon wafer with TSV’s that enableheterogeneous device integration on top of it in what is described as 2.5D integration.
• This 2.5D Si interposer is the technology created just before the 3D integration (used for example in stacked memories). It was created as anintermediate technology before accessing the 3D integration and still used in many applications that requires:
• Higher performances and lower power consumption due to shorter connections
• In the example below, the Si interposer is used as an interconnection between a X-PU (GPU for example) and a 3D stacked memory (with TSV’sinside, HBM for example)
TSV
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3D INTEGRATION WITH TSV TECHNOLOGY FOR HIGH END SEGMENT
3D Stacked memories with TSV technologies (3DS & HBM)• 2 types of stacked memories technologies using TSV are on the market:
• 3DS: this type of memory is using DDR4 DRAM stacked chips and operate as stand-alone memories for HPC & data centers markets
• HBM: this type of memory is often used beside other hardware like GPU, CPU, FPGA on top of a 2.5D interposer
• The 3DS memories are TSV based devices, where several DDR4 DRAMs are interconnected together using TSV technology. It can have a totalcapacity of 64 and 128GB. Samsung announced its availability in 256GB configuration back in October 2018
• 2 major players share the 3DS market, Samsung as a leader, SK Hynix as runner up with micron completing the podium but still far away from the2 leaders in term of volume production
• The HBM memories are also TSV based devices, where 2/4 & 8 DRAMs are interconnected together via TSV. We can see 1/2/4 HBM devicesaround a processor in a system dedicated for HPC. Samsung is the leader in this market with SK Hynix in second position. Micron will switch tothis technology instead of their HMC technology that they are letting down
• In term of market, the 3DS today is around 42% of total high performance stacked memories (3DS & HBM). Due to the fact of data collectionexploded in the last years and the entry of artificial intelligence onto our daily life, the need of 3DS will increase in the upcoming years reaching51% of the total high performance stacked memories market by 2020
Samsung
stacked
DRAM
(3DS)
Samsung
8 stack
high
HBM2
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Approach 1 (IMEC)
Approach 2 (IMEC)
Approach 3 (other possible
approach?)
3D SOC
2 or 3 potential approaches to reach 3D SoC
Source IMEC (except approach 3)
Dielectric bonding +
Si thinning + TSV last
+ bumping
Hybrid bonding + Si thinning
+ TSV middle + bumping
1 2 3?
Potential 3rd approach:
Hybrid or other
bonding + Wafer 1
complete Si removal +
bumping (No TSV)
RDL may still be needed before bumping
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3D SOC FORECAST
12’’ SoC WSPY production
• TSMC is believed to be the first to get a product on the market,
by end of 2018, start of 2019 (Die to wafer, memory on logic).
They are able to ramp up the production very quickly if a client
will manifest an interest in this technology
• TSMC WoW technology will be based on SoC wafer stacking
using hybrid bonding and intended for datacenter usage. HiSilicon
(Huawei) can be their first client,AMD is also a potential client
• Global foundries will enter the market by 2021 with as first phase
memory on logic wafer to wafer stacking using hybrid bonding
with pitches between 1 & 2µm. They will produce both wafers &
stack them in-house, which is of an interest for the yield
• Hybrid bonding will, most probably, be the bonding technology
used for 3D SoC stacking (wafer to wafer)
• 3D SoC wafer should cost 3 to 4 times less than TSV interposer
wafer
• 3D SoC can be memory on logic or logic on logic (attention heat
dissipation issues for the latter one). In the case of memory on
logic which is the most probable application for 3D SoC, memory
manufacturers & logic circuits ones should talk together to limit
the design differences & yield losses (the manufacturers having
capabilities to produce both wafers will have a big advantage)
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HIGH END HARDWARE USING STACKING TECHNOLOGIES, PRODUCTS LAUNCH
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HIGH END MARKET SEGMENT EXAMPLES, PLAYERS & SUPPLY CHAIN
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TSV IN HIGH END SEGMENT FORECAST
TSV revenues & growth in High End segment
• This graph is based on TSV revenues in High end segment:
• 3D stacked memory (HBM & 3DS)
• 2.5D interposer (active & passive)
• 2.3B$ TSV revenues by 2023 with an important growth of
57% between 2017-2023 in high end segment
• 3D stacked memories are and will still be the best friend
hardware applications for TSV technology
• We insist, it’s the TSV revenues and growth for High end
segment only. If we plot the growth of TSV for all the
combined market segments, the growth is around 25%
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2.5D “PASSIVE” INTERPOSER
A vision on its future
• TSV interposer is an expensive and complex technology in term of process steps
• All the players acting in the field of 2.5D stacking are working on replacing the TSV interposer by other
technologies. The goal is to reduce the prices, enabling the access of 2.5D to mid/low end segments, but also
simply to reduce the total module cost
• Two scenarios are possible for TSV:• Scenario 1:
On the previous 2 slides, we shown that the demand for TSV interposer will continue to grow till 2020 and starting from
2021 the growth will be slower. This is the first potential scenario where we believe that one of the TSV less technologies
will hit the market by 2020/2021 and will start replacing the TSV interposer for 2.5D gradually
• Scenario 2:
Delays in the development and commercialization of TSV less technology(ies). Meanwhile, the demand for TSV interposer
continue to grow to feed the HPC markets. In this case, the TSV interposer will continue to dominate the 2.5D market
and players like TSMC & UMC will be able to increase their production volumes to meet with the demand
• TSV interposer still have some golden years in front, both scenarios can happen even if scenario 1 is more likely to occur
after 2020 & scenario 2 till 2020
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CIS WAFER LEVEL PACKAGING EVOLUTION
From FSI to BSI multi-stack TSV sensors
Used in Iphone
I7+:
2 wafers
interconnected
via TSV
2016
Used in Galaxy
S7:
2 wafers
interconnected
via Hybrid
Bonding
Used in Sony
XZs:
3 wafers
interconnected
via TSV
2016
2017
4 stacks high CIS
& Pixel to pixel
high density
interconnection
CIS under
development.
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• Technology shift into stacked CIS driven by the willingness to go for more performances & higher image quality in parallel toreducing the footprint
• Stacking technologies enabled Rolling Shutter (RS) pixel size reduction. This will also be applied to Global Shutter pixel in thefuture
CIS ROADMAP
Stacking technologies enabled new CIS technologies
FSI
FSI SOI
BSI
BSI Stacked TSV
BSI Stacked Hybrid
BSI Multi-stacked TSV
Samsung S6
Apple i7
Samsung S7
Apple i8
Sony XZ
Apple iX
RS pixel
GS pixelToF pixel
Lenovo 2Pro
Event-based
pixel ?
Technology complexity
2000 2005 2010 2015 2020 2025 Time
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CIS STACKED TECHNOLOGIES FURTHER DETAILS [1/2]
TSV and hybrid stacked BSI processes
• BSI stacked TSV:• Oxyde /oxide permanent bonding
• Via Last TSV process + RDL
• BSI stacked Hybrid:• Copper pads on both wafers (upper & lower ones)
• Oxide deposition & planarization (very low surface roughness is required ~1nm)
• Plasma activation + alignment (able to go under 1µm of pitch alignment using a stepper) + Room temperature bonding followed by an
annealing cycle
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TSV VS HYBRID BONDING FOR CIS
Which technology is the most suited?
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STACKED CIS PACKAGING MARKET
Packaging cost & revenues for stacked CIS (M$)
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KEY PLAYERS FOR 3D STACKED CIS PRODUCTS
Still a reduced comity with few players
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PLAYERS LICENSING XPERI’S HYBRID BONDING TECHNOLOGY
From CIS to memory, more and more players are using/evaluating hybrid bonding
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THE DIFFERENT MEMS, SENSORS, AND ACTUATORS, AND WHERE THEY CAN COMBINE
ACTUATORSSENSORS
Pre
ssu
re
So
un
d a
nd
ult
ra
son
ic
Environment Optical sensors
Dru
g d
elivery
Microfluidics
Ink j
et
head
s
Au
to-F
ocu
s
Mic
rom
irro
rs
RF
µsp
eakers
Optical MEMS Micro structures
Part
icle
s
Hu
mid
ity
Movement
Gas
Magn
eto
mete
rs
Accele
rom
ete
rs
Gyro
sco
pes
Tem
pera
ture
Op
tical b
en
ch
es
Mic
ro t
ips
Pro
bes
Watc
hes
co
mp
on
en
ts
PIR
& t
herm
op
iles
Sw
itch
Filte
r
Bosch BME680
FLIR Lepton One
Infineon microphone
ST pressure sensorInvenSense
MPU9250
Debiotech micro
pump
Texas Instruments DLP
Avago-Broadcom
FBAR Filter
Spiromax Patek
Philippe
Audio Pixels M
EM
S-b
ased
spea
ker
Osc
illa
tor
Bio
ch
ips
poLight AF
SiTime oscillator
AL
S, R
GB
Fin
gerp
rin
t
Optical combos“open” package
environmental combos
Possible integration with environment
combos
Possible
integration with
opto combos
Hyp
ers
pectr
al
3D
sen
sin
g
FT
IR
Vis
ion
Mic
ro b
olo
mete
rs
Ult
ra s
on
ic
fin
gerp
rin
t
Apple dot projector
Qualcom
m fin
gerprin
t sensor
IMUs (6 to 9 DOF)
“closed” package
6 to 9+ DOF
combos
SiP
M
Application where TSV is used
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TRENDS IN MEMS PACKAGING [2/2]
Packaging trends by market
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INTEREST OF WAFER LEVEL PACKAGING + TSV ON ACCELEROMETERS?
WLCSP & TSV = smaller package dimensions
65% surface reduction due to the use of (WLCSP + TSV) VS (LGA + TSV)
25% thickness reduction due to the use of (WLCSP + TSV) VS (LGA + TSV)
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TSV FORECASTS FOR MEMS & SENSORS
TSV revenues for MEMS & Sensors
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MEMS & SENSOR (EXCEPT CIS) GLOBAL SUPPLY CHAIN THAT USE TSV IN THEIR PRODUCTS
Non exhaustive list
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RELATED REPORTS
The slowdown of Moore’s law opened the path to new inventions for answering actual mega-trends’ stringent specifications. In the packaging field, 2.5D and 3D stacking technologies were preferred by many semiconductor players, and through silicon via (TSV) was the initial stacking technology. After several years of development and a focus on MEMS, it finally entered many applications. Today, 2.5D and 3D stacking technologies are the only solution that meet the required performance of applications like AI and data center as for today. Stacking technologies are used in a variety of hardware, including 3D stacked memory, Graphics Processing Unit (GPU), Field-Programmable Gate Array (FPGA), and CMOS Image Sensor (CIS), are intended for the high/mid and low-end market segments.
Hardware like High Bandwidth Memory (HBM) and CIS comprise the majority of TSV’s revenue. The overall stacking technologies market will exceed $5.5B in 2023 with a CAGR of 27%. As for today, the consumer market is the biggest contributor, with over 65% market share. But this, paradoxically, doesn’t mean that consumer is the driver for these technologies. In reality, HPC is the real driver for stacking technologies and will exhibit the fastest growth up to 2023, with market share doubling from 20% in 2018 to 40% in 2023. In terms of packaging revenue, this equates to a more than 6x increase from 2018’s revenue. Consequently, the consumer market’s share will decrease. Other markets like automotive, medical, and industrial will maintain their current market share.
2.5D / 3D TSV & WAFER-LEVEL STACKING: TECHNOLOGY & MARKET UPDATES 2019Market & Technology report - January 2019
STACKING: ONE ALTERNATIVE FOR HIGH INTEGRATION BESIDE MOORE’S LAW
2.5D heterogeneous and 3D wafer-level stacking are reshaping the packaging landscape.
WHAT’S NEW• Two main market segments:
- Highigh-end segment: high-performance computing, networking, gaming, and AR/VR/MR
- Mid/low-end segment: CMOS Image Sensors (CIS), MEMS, and LED
• Semiconductor market mutation and its impact on stacking technologies
• Through silicon via's (TSV) extensive usage in HPC and networking hardware
• 3D System on Chip (SoC) technology to hit the market by 2019
• Hybrid bonding/stacking technology: markets, applications, forecasts, and players
• Stacking technologies forecast for the CIS market
• Technologies that are challenging 2.5D TSV interposer
KEY FEATURES• Markets and applications requiring
3D stacking technologies• High-end market segment:
stacking technologies (TSV, 2.5D interposer, and 3D SoC), supply chain and forecasts for HPC, networking, gaming, and AR/VR/MR. Breakdown by product (stacked memory) and technology (2.5D and 3D SoC)
• Mid/low-end segment: technologies (TSV and hybrid bonding), supply chain, and forecasts for CIS, MEMS, sensors, and LED. Breakdown by technology for CIS and LED, and by application for MEMS & sensors
• The future of stacking technologies
(Yole Développement, January 2019)
FROM TSV TO WAFER-LEVEL STACKING, PACKAGING TECHNOLOGIES ARE FLOURISHING
Since the stacking battle is mostly between TSV-based and TSV-less technologies, these are the two categories Yole Développement considers in this report.
For today’s high-end market segment, the most popular 2.5D and 3D integration technologies on the market are based on TSV for 3D stacked memory, and TSV interposer for heterogeneous stacking. Chip-on-Wafer-on-Substrate (CoWos) technology is already widely used for HPC applications, and new TSV technologies will hit the market in 2019, i.e. Foveros from Intel, which is based on “active” TSV interposer and 3D SoC technology, with hybrid
bonding and TSV interconnections (potentially). The Foveros example shows that although TSV is being challenged by non-TSV technologies, companies still have faith in it.
We cannot neglect the emergence of TSV-less technologies in the market. These innovations can be placed into two groups: “with substrate” and “embedded in substrate”. Embedded Multidie Interconnect Bridge (EMIB) technology, already commercialized, is part of the embedded-in-substrate group, where the Si bridge is deep seating in the substrate. Other substrate technologies are being developed but are still not on the market, i.e.
Stacking technologies: revenue breakdown per market from 2018 to 2023
$2 722MCAGR 18%
$452MCAGR 25%
$2 324MCAGR 46%
$5 749M
$1 176M
$350M
$150M
$1 758M2018
2023
*CAGR+27%
*CAGR: Compound Annual Growth Rate
HPC & networkingConsumerAutomotiveOthers (industrial and medical)
$81M
$252MCAGR 25%
2.5D / 3D TSV & WAFER-LEVEL STACKING: TECHNOLOGY & MARKET UPDATES 2019
TSV-less stacking technologies - 2018 overview
(Yole Développement, January 2019)
WHO IS BACKING AND CAPITALIZING ON STACKING TECHNOLOGIES?
Different players want their share of the growing $5.5B stacking market, and four different business models are today locked in a race to win a piece of the stacking business: foundries, IDMs, OSATs, and IP companies.
Foundries like TSMC, UMC, and GlobalFoundries dominate TSV heterogeneous stacking technologies due to their ability to produce the interposer in-house. Intel, with its “Foveros” technology, is the only IDM trying to compete in this sector. For 3D stacked
memory, the battle is between the “Big 3” IDMs: Samsung, SK Hynix, and Micron. These companies will continue to reign over the stacked memory market. Meanwhile, 3D SoC is a foundry technology, and it is likely that only one foundry will manufacture it, in order to ensure high yield and limit risks. Here, TSMC leads the time-to-market race over GlobalFoundries.
For the TSV-less technologies, the game is a bit more engaged between foundries, IDMs, OSATs, and substrate makers. Some players, like Samsung, Intel,
Integrated Thin Film High Density Organic Package (I-THOP) and Flip Chip - Embedded Interposer Carrier (FC-EIC).
With-substrate technologies are also used as alternatives to TSV, for example InFO on substrate, which is widely used in Apple’s processors. Also, redistribution layer (RDL) interposer technology is currently being developed and will hit the market by 2020. Last but not least, Fan Out Chip on Substrate
(FOCoS) was developed and commercialized in 2016, but seems to be lacking orders.
Hybrid bonding can bridge the two main categories (with TSV/without TSV). This technology’s particularity is that it can be simultaneously TSV challenger and teammate. Since 2016 it has been commonly used in smartphones’ CIS, and in the near future it will integrate the high-end market segment for memory and 2.5D as an interconnection solution.
Overview of the main stacking technologies & players
(Yole Développement, January 2019)
Foundry
OSAT
IDM
Substrate manufacturer
IP
CoWoSInFO on substrate
TSV interposer
3D SoC
3D stacked memory
Foveros
EMIB
FOCoS
SWIFT
SLIT
i-THOP
FC-EIC
Hybrid Bonding
2.5D
3D
2.5D
2.5D & 3D
TypeType Company** Technology name With TSV WithoutTSV
With Substrate
Without Substrate
Embedded inSubstrate
Stacking technology
RDL interposer
*
*3D SoC will use hybrid bonding & TSV may be required **Non-exhaustive list of companies
Alternative technologiesto TSV interposer
EMIB RDL interposer SLIT FOCoS
InFOon substrate
SWIFT Embedded trace HybridBonding
i-THOP FC-EIC
This technology is evoked in its details in the CMOS Image Sensors (CIS) section
Silicon bridge instead of Si
TSV interposer
RDL interposer
instead of Si TSV
interposer
0 m Silicon RDL deposition and etching + flip
chip
Embedded metal layers or embedded Si interposer
2 wafers bonding with Cu bumps.
No TSV needed
Chip first + RDL deposition +
bumping
Chip last + RDL
deposition and etching
Non-exhaustive list of companies
MARKET & TECHNOLOGY REPORT
COMPANIES CITED IN THE REPORT (non exhaustive list)Alchip, Aledia, Alibaba, Amazon, AMD, Amkor, AMS, ANPEC, Apple, ASE, ASUS, Atos, Audi, Avago, Baidu, Bosch, Bitmain, BitFury, Broadcom, Canaan, Carsem, Cisco, Cray, DARPA, EBANG, EMmicroelectronic, EPworks, Facebook, Faraday, Fingerprints, Foxconn, Fraunhofer, Fujitsu, Gigabyte, GlobalFoundries, Google, GUC, HalongMining, HLMC, HP, Huatian, Huawei, Ibiden, IBM, Icsens, IMEC, Inari Technology, Infineon, Innosilicon, Intel, InvenSense, JCET STATS ChipPAC, Juniper, Lenovo, Leti, Lfoundry, LGinnotek, mCube, Melexis, Memsic, Mercedes-Benz, Micralyne, Micron, Microsoft, NEC, Nokia, Nvidia, NXP, Omnivision, ON Semiconductor, OpenSilicon, Osram, PTI, Samsung, SensL, Shinko, SK Hynix, SMIC, Sony, SPIL, STMicroelectronics, Tencent, TF, Toshiba, TPK, TSMC, UMC, Unimicron, Xfab, Xilinx, Xintek, XMC, Xperi, YMTC, and more...
Find more details about
this report here:
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• Fan-Out Packaging: Technologies and Market Trends 2019
• Status of Advanced Packaging Industry 2018
• Status of the CMOS Image Sensor Industry 2018
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Mario Ibrahim is a member of t he Sem i conduc to r & Software division at Yole Développement (Yole), working as a Technology & Market Analyst for advanced packaging. Mario develops technology & market reports and produces custom consulting studies. He is also deeply involved in test activity business development within the division. Prior to Yole, Mario specialized in test activity development for LEDs at Aledia. He also headed several R&D advanced packaging programs. During his five-year stay at Aledia, Mario developed strong technical and managerial expertise in different semiconductor fields.Mario holds an Electronics Engineering degree from Polytech Grenoble (France). He apprenticed for three years in the Imaging division of STMicroelectronics Grenoble, where he contributed to the testing and benchmarking of automation advancements within the test & validation team.
AUTHOR
Report scope and objectives 5Glossary 6Authors 8 Companies cited in the report 9Comparison with Yole Développement's 2017 report 10
The three-page report summary 133D stacking - packaging market repartition 16
> Per segment, per market and per 3D stacking technology
Executive summary 22Introduction 57 High-end market segment 74
> Trends (artificial intelligence, data center, super computer, cryptocurrency mining, gaming, AR/MR/VR)
> Forecasts (stacked memory and 2.5D interposer - wafer, unit production and packaging revenue and 3D SoC wafer production and packaging revenue)
> Technologies and roadmaps (TSV, 3D stacked memory, 3D SoC)
> Hardware examples, players and supply chain (hardware for HPC and networking, GPU, FPGA supply chain and TSV-based product players)
> Conclusions Mid/low-end market segment 152
> CIS: trends, forecast, technologies and roadmaps, hardware examples, players and supply chain
> MEMS and sensors: trends, forecast, technologies and roadmaps, hardware examples, players and supply chain
> LED: TSV in LED - wafer and revenue forecastsPotential future applications for 3D stacking technologies 216
> 3D NAND, stacked memory, 3D SoC, and displays
Appendix 219> Stacking technologies, with and without TSV
About Yole Développement 245
TABLE OF CONTENTS (complete content on i-Micronews.com)
REPORT OBJECTIVES• Illustrate the impact of the semiconductor market’s mutation on packaging technologies• Outline three stacking technologies: through silicon via (TSV), 3D system-on-chip, and hybrid
bonding • Provide an overview of the markets requiring stacking technologies, along with updated market
data and forecasts • Describe the hardware and key applications that are/will use stacking technologies• Identify the main players and the supply chain for stacking technologies• Reference nascent solutions that may challenge some of the existing stacking technologies• Predict future applications where stacking technologies might be needed
and TSMC, are involved in “with” and “without” TSV technology development. ASE (an OSAT) introduced its FOCoS technology to the market in 2016, while other players like Amkor have developed their proper technologies but are still awaiting orders.
Concerning substrate companies like Shinko, Unimicron, and most recently Fujitsu Interconnect, they are all still in R&D.
Xperi, an IP company, will positively impact the market because its hybrid bonding technology is midway between “with” and “without-TSV” technologies. Xperi’s other advantage is that its technology is compatible with both high and mid/low-end segments.
Foundries, IDMs, and IP companies have the advantage over OSATs in stacking technologies, since the latter encounter difficulties in obtaining orders.
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18 fields of excellence combined with six markets to provide a complete picture of your industry landscape
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OUR 2019 REPORTS COLLECTION (1/5)18 fields of excellence combined with six markets to provide a complete picture of your industry landscape
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o STRUCTURE, PROCESS & COST REPORT
• Memory Comparison 2019
o PATENT REPORT
• Magnetoresistive Random-Access Memory (MRAM) 2019 - New
• 3D Non-Volatile Memory 2018
ADVANCED PACKAGING
o MARKET ANDTECHNOLOGY REPORT
• Fan Out Packaging Technologies and Market Trends 2019 - Update
• 3D TSV Integration and Monolithic Business Update 2019 - Update
• Advanced RF SiP for Cellphones 2019 - Update
• Status of Advanced Packaging 2019 - Update
• Status of Advanced Substrates 2019 - Update
• Panel Level Packaging Trends 2019 - Update
• RF System-in-Package & Materials for 5G 2019 - New
• System in Package (SiP) Technology and Market Trends 2019 - New
• Trends in Automotive Packaging 2018
• Thin-Film Integrated Passive Devices 2018
o STRUCTURE, PROCESS & COST REPORT
• Advanced RF SiP for Cellphones Comparison 2019
Update : 2018 version still available
14©2019 | www.yole.fr | About Yole Développement
OUR 2019 REPORTS COLLECTION (4/5)18 fields of excellence combined with six markets to provide a complete picture of your industry landscape
SEMICONDUCTOR MANUFACTURING
o MARKET ANDTECHNOLOGY REPORT
• Nano Imprint Lithography 2019 - New
• Equipment and Materials for Fan Out Packaging 2019 - Update
• Equipment for More than Moore: Thin Film Deposition
& Etching 2019 - New
• Wafer Starts for More Than Moore Applications 2018
• Polymeric Materials at Wafer-Level
for Advanced Packaging 2018
• Bonding and Lithography Equipment Market
for More than Moore Devices 2018
o STRUCTURE, PROCESS & COST REPORT
• Wafer Bonding Comparison 2018
o PATENT REPORT
• Hybrid Bonding for 3D Stack 2019 – New
SOLID STATE LIGHTING
o MARKET ANDTECHNOLOGY REPORT
• Status of the Solid State Light Source Industry 2019 - New
• Edge Emitting Lasers (EELS) 2019 - New
• Light Shaping Technologies 2019 - New
• Automotive Advanced Front Lighting Systems 2019 - New
• VCSELs - Technology, Industry and Market Trends 2019 - Update
• IR LEDs and Laser Diodes – Technology, Applications,
and Industry Trends 2018
• Automotive Lighting 2018: Technology, Industry and Market Trends
• UV LEDs - Technology, Manufacturing and Application Trends 2018
• LiFi: Technology, Industry and Market Trends 2018
o STRUCTURE, PROCESS & COST REPORT
• VCSEL Comparison 2019
o PATENT REPORT
• VCSELs 2018
DISPLAY
o MARKET ANDTECHNOLOGY REPORT
• Next Generation 3D Display 2019 - New
• Next Generation Human Machine Interaction (HMI)in Displays 2019 - New
• Micro-and Mini-LED Displays 2019 - Update
• QD and Wide Color gamut (WCG)
Display Technologies 2019 - Update
• Displays & OpticalVision Systems forVR,AR & MR 2018
o PATENT REPORT
• MicroLED Displays : Intellectual Property Landscape 2018
Update : 2018 version still available
15©2019 | www.yole.fr | About Yole Développement
OUR 2019 REPORTS COLLECTION (5/5)18 fields of excellence combined with six markets to provide a complete picture of your industry landscape
POWER ELECTRONICS
o MARKET ANDTECHNOLOGY REPORT
• Power SiC: Materials, Devices and Applications 2019 - Update
• Power Electronics for EV/HEV and e-mobility:
Market, Innovations and Trends 2019 - Update
• Status of the Power Electronics Industry 2019 - Update
• Discrete Power Packaging : Material Market
and Technology Trends 2019 - New
• Status of the Power ICs Industry 2019 - Update
• Status of the Passive Components for the Power Electronics
Industry 2019 - Update
• Status of the Inverter Industry 2019 - Update
• Status of the Power Module Packaging Industry 2019 - Update
• Wireless Charging Market Expectations
and Technology Trends 2018
• Power GaN 2018: Epitaxy, Devices, Applications
and Technology Trends
o STRUCTURE, PROCESS & COST REPORT
• Automotive Power Module Packaging Comparison 2018
• GaN-on-Silicon Transistor Comparison 2019
• SiC Transistor Comparison 2019
o PATENT REPORT
• Power SiC : Materials, Devices and Modules 2019 - New
• Power GaN : Materials, Devices and Modules 2019 – Update
BATTERY & ENERGY MANAGEMENT
o MARKET ANDTECHNOLOGY REPORT
• Status of the Rechargeable Li-ion Battery Industry 2019 - New
• Li-ion Battery Packs for Automotive and Stationary Storage
Applications 2019 - Update
o PATENT REPORT
• Battery Energy Density Increase: Materials
and Emerging Technologies 2019 - New
• Solid-State Batteries 2019 - New
• Status of the Battery Patents 2018
COMPOUND SEMI.
o MARKET ANDTECHNOLOGY REPORT
• Emerging Compound Semiconductor
Market & Technology Trends 2019 - New
• Status of the Compound Semiconductor Industry 2019 - New
• InP Materials, Devices and Applications 2019 - New
• GaAs Wafer and Epiwafer Market: RF, Photonics,
LED and PV Applications 2018
o PATENT REPORT
• GaN-on-Silicon Substrate: Materials, Devices
and Applications 2019 - Update
Update : 2018 version still available
16©2019 | www.yole.fr | About Yole Développement
OUR 2019 MONITORS COLLECTION (1/2)
Get the most updated overview of your market to monitor your strategy
Yole Développement, System Plus Consulting and KnowMade, all part of the Yole Group of Companies, are launching a collection of 10 monitors in 2019. The monitors aim to
provide updated market, technology and patent data as well dedicated quarterly analyses of the evolution in your industry over the previous 12 months. Furthermore, you can
benefit from direct access to the analyst for an on-demand Q&A and discussion session regarding trend analyses, forecasts and breaking news.
Topics covered will be compact camera modules (CCMs), advanced packaging, compound semiconductors, microfluidics, batteries, RF and memory.
MARKET MONITOR byYole Développement
A FULL PACKAGE:The monitors will provide the evolution of the market in units, wafer area and revenues.They will also offer insights into what is driving the business and a close look at what ishappening will also be covered in it.
The following deliverables will be included in the monitors:
• An Excel database with all historical and forecast data
• A PDF slide deck with graphs and comments/analyses covering the expected
evolutions
o ADVANCED PACKAGING – NEWThis monitor will provide the evolution of the advanced packaging platforms. It willcover Fan-Out Wafer Level Packaging (WLP), Fan-Out Panel Level Packaging (PLP),Wafer-Level Chip Scale Packaging (WLCSP), Flip Chip packaging platforms, and 2.5Dand 3D Through Silicon Via (TSV) integration. Frequency: Quarterly, starting from Q32019
o COMPOUND SEMI. – NEWThis monitor will describe how the compound semiconductor industry is evolving. Itwill offer a close look at GaAs, InP, SiC, GaN and other compounds of interestproviding wafer volumes, revenues, application breakdowns and momentum.Frequency: Quarterly, starting from Q3 2019
o CAMERA MODULE – NEWThis monitor will provide the evolution of the imaging industry, with a close look atimage sensor, camera module, lens and VCM. Volumes, revenues and momentum ofcompanies like Sony, Samsung, Omnivision and OnSemi will thus be analysed.Frequency: Quarterly, starting from Q3 2019
o MEMORY – UPDATEFor the memory industry you can have access to a quaterly monitor, as well as anadditional service, a monthly pricing. Both services can be bought seprately:
• DRAM Service: Including a quarterly monitor and monthly pricing.
• NAND Service: Including a quarterly monitor and monthly pricing.
REVERSETECHNOLOGY MONITOR by System Plus Consulting
o SMARTPHONES – NEWTo stay updated on the latest components, packaging and silicon chip choices of the smartphone makers, System Plus Consulting has created its first Smartphone ReverseTechnology monitor. This year, get access to the packaging and silicon content database of at least 20 different flagship smartphones – more than five per quarter. Starting at thebeginning of 2019, the monitor will include an Excel database report for each phone and a quarterly comparison.
17©2019 | www.yole.fr | About Yole Développement
OUR 2019 MONITORS COLLECTION (2/2)
Get the most updated overview of your market to monitor your strategy
PATENT MONITOR by KnowMade
A FULL PACKAGE:Starting at the beginning of the year, the KnowMade monitors include the following deliverables:
• An Excel file including the monthly IP database of:
• New patent applications
• Newly granted patents
• Expired or abandoned patents
• Transfer of IP rights through re-assignment and licensing
• Patent litigation and opposition
• Quarterly report including a PDF slide deck with the key facts & figures of thequarter: IP trends over the three last months, with a close look to key IP players andkey patented technologies.
o GaN for Power & RF ElectronicsWafers and epiwafers, GaN-on-SiC, silicon, sapphire or diamond, semiconductordevices such as transistors, and diodes, devices and applications including converters,rectifiers, switches, amplifiers, filters, and Monolothic Microwave Integrated Circuits(MMICs), packaging, modules and systems.
o GaN for Optoelectronics & PhotonicsWafers and epiwafers, GaN-on-sapphire, SiC or silicon; semiconductor devices suchas LEDs and lasers; and applications including lighting, display, visible communication,photonics, packaging, modules and systems.
o Li-ion BatteriesAnodes made of lithium metal, silicon, and lithium titanate (LTO); cathodes made ofLithium Iron Phosphate (LFP), Nickel-Manganese-Cobalt (NMC), Lithium NickelCobalt Aluminium Oxide (NCA), Lithium Nickel Metal Dioxide (LiNiMO2), LithiumMetal Phosphate (LiMPO4), and Lithium Metal Tetroxide (LiMO4); electrolytesincluding liquid, polymer/gel, and solid inorganics; ceramic and other separators;battery cells including thin film/microbattery, flexible, cylindrical and prismatic; andbattery packs and systems.
o Post Li-ion BatteriesBattery technologies including redox-flow batteries, sodium-ion, lithiumsulfur, lithium-air, and magnesium-ion, and their supply chains, including electrodes, electrolytes,battery cells and battery packs/systems.
o Solid-State BatteriesSupply chain including electrodes, battery cells, battery packs/systems andelectrolytes, including polymer, inorganic and inorganic/polymer, inorganic materials,including argyrodites, LIthium Super Ionic CONductor, (LISICONs), Thio-LISICONs,sulfide glasses, oxide glasses, perovskites, anti-perovskites and garnets.
o RF Acoustic Wave FiltersIncluding Surface Acoustic Wave (SAW), Temperature Compensated (TC)- SAW, BulkAcoustic Wave- Free-standing Bulk Acoustic Resonator (BAWFBAR), BAW-Solidly-Mounted Resonator (BAW-SMR), and Packaging.
o RF Power AmplifiersIncluding Low Noise Amplifiers, Doherty Amplifiers, Packaging, and Millimeter-Wavetechnology.
o RF Front-End Modules
o MicrofluidicsFrom components to chips and systems, including all applications.
18©2019 | www.yole.fr | About Yole Développement
MICRONEWS MEDIA
o About Micronews Media
To meet the growing demand for market,
technological and business information,
Micronews Media integrates several tools able
to reach each individual contact within its
network.We will ensure you benefit from this.
ONLINE ONSITE INPERSON
@Micronews e-newsletter
i-Micronews.com
i-Micronewsjp.com
FreeFullPDF.com
Events Webcasts
Unique, cost-effective ways
to reach global audiences.
Online display advertising
campaigns are great strategies
for improving your
product/brand visibility. They
are also an efficient way to
adapt with the demands of the
times and to evolve an effective
marketing plan and strategy.
Brand visibility, networking
opportunities
Today's technology makes it
easy for us to communicate
regularly, quickly, and
inexpensively – but when
understanding each other is
critical, there is no substitute
for meeting in-person. Events
are the best way to exchange
ideas with your customers,
partners, prospects while
increasing your brand/product
visibility.
Targeted audience
involvement equals clear,
concise perception of your
company’s message.
Webcasts are a smart,
innovative way of
communicating to a wider
targeted audience. Webcasts
create very useful, dynamic
reference material for
attendees and also for
absentees, thanks to the
recording technology.
Benefit from the i-Micronews.com
traffic generated by the 11,200+
monthly unique visitors, the
10,500+ weekly readers of
@Micronews e-newsletter
Several key events planned for
2018 on different topics to
attract 120 attendees on average
Gain new leads for your business
from an average of 340
registrants per webcast
Contact: Camille Veyrier ([email protected]), Marketing & Communication Director
19©2019 | www.yole.fr | About Yole Développement
CONTACT INFORMATION
o CONSULTING AND SPECIFIC ANALYSIS, REPORT
BUSINESS
• North America:
• Steve LaFerriere, Senior Sales Director for Western US &
Canada
Email: [email protected] – + 1 310 600-8267
• Troy Blanchette, Senior Sales Director for Eastern US &
Canada
Email: [email protected] – +1 704 859-0453
• Japan & Rest of Asia:
• Takashi Onozawa, General Manager, Asia Business
Development (India & ROA)
Email: [email protected] - +81 34405-9204
• Miho Othake, Account Manager (Japan)
Email: [email protected] - +81 3 4405 9204
• Itsuyo Oshiba, Account Manager (Korea & Singapore)
Email: [email protected] - +81-80-3577-3042
• Greater China: Mavis Wang, Director of Greater China Business
Development
Email: [email protected] - +886 979 336 809
• Europe: Lizzie Levenez, EMEA Business Development Manager
Email: [email protected] - +49 15 123 544 182
• RoW: Jean-Christophe Eloy, CEO & President, Yole Développement
Email [email protected] - +33 4 72 83 01 80
o FINANCIAL SERVICES (in partnership with Woodside
Capital Partners)
• Jean-Christophe Eloy, CEO & President
Email: [email protected] - +33 4 72 83 01 80
• Ivan Donaldson, VP of Financial Market Development
Email: [email protected] - +1 208 850 3914
o CUSTOM PROJECT SERVICES
• Jérome Azémar, Technical Project Development Director
Email: [email protected] - +33 6 27 68 69 33
o GENERAL
• Camille Veyrier, Director, Marketing & Communication
Email: [email protected] - +33 472 83 01 01
• Sandrine Leroy, Director, Public Relations
Email: [email protected] - +33 4 72 83 01 89 / +33 6 33 11 61 55
• Email: [email protected] - +33 4 72 83 01 80
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