LPDDR4 Memory Comparison 2019 - System Plus · ORDER FORM Please process my order for LPDDR4 Memory...
Transcript of LPDDR4 Memory Comparison 2019 - System Plus · ORDER FORM Please process my order for LPDDR4 Memory...
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The DRAM market remains volatile due tounbalanced supply and demand anddifficulty in making a technologicaltransition. DRAM revenue increased from$73billion in 2017 to $100 billion in 2018due to high shipment growth and strongpricing. But in 2019 low pricing and lowshipment volumes reduced DRAMmanufacturer revenues in Q1 2019.
New era smartphones demand devicesthat have lower power consumption.Memory manufacturers are thereforechallenged to produce devices with lowerpower consumption, smaller packageshigh performances and low cost.
As scaling progresses the complexity ofcreating DRAM capacitors drasticallyincreases. As the technology processshrinks, it has to use the multiplepatterning lithography technique. Thisincreases manufacturing process cost.
We present a technological andeconomical comparison of common LowPower Mobile DRAM found in smartphones. These are 1y Samsung LPDDR4X,1x Micron LPDDR4 and 1x SK HynixLPDDR4.
Our analysis is based on full teardowns ofthe packages and LPDDR4 dies to unveilthe technology and process employed byeach manufacturer, the supply chain andthe cost of the memory wafers, dies andthe packages.
This report contains detailed die studies,die cross sections and processes involvedin manufacturing. It details the physicalanalysis, highlighting the physicalstructures that include the memorycapacitors and bit line. It matches theprocess description and physicalstructures with the applicablemanufacturers’ patents. The report alsoincludes the manufacturing cost analysisand estimation of the manufacturers’gross margin.
Finally, the report features an exhaustivecomparison of DRAM physical structures.It highlights the similarities anddifferences and their impact on the waferand die cost.
COMPLETE TEARDOWN WITH
• Detailed optical and SEM photos
• Precise measurements
• Material EDX analysis
• Supply chain evaluation
• Manufacturing cost analysis
• Estimated selling price
• Technology and Cost comparison
Mainstream low power mobile DRAM physical analysis and cost comparison.
REVERSE COSTING® – STRUCTURE, PROCESS & COST REPORT
Title: LPDDR4 Comparison 2019
Pages: 170
Date: November 2019
Format: PDF & Excel file
Price: EUR 6,490
LPDDR4 Memory Comparison 2019
IC – LED – RF – MEMS – IMAGING – PACKAGING – SYSTEM – POWER - MEMORY - DISPLAY
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TABLE OF CONTENTS
Overview/Introduction
• Executive Summary
• Reverse Costing Methodology
Company Profile
• Samsung
• SK Hynix
• Micron
Technology and Market
• DRAM’s main players Roadmap
• DRAM’s main playersRevenue
Physical Analysis
• Samsung
Overview
Die design
Cross-section
Patents
• SK Hynix
Overview
Die design
Cross-section
Patents
AUTHORS
• Micron
Overview
Die design
Cross-section
Patents
Manufacturing Process Flow
• Overview
• Wafer Fabrication Unit
• Front-End Process
Cost Analysis
• Overview of the cost analysis Yield
Yields explanations and hypotheses
DRAM wafer and die cost
Front-end cost
Component cost
Technology and Cost Analysis Comparison
Estimated Price and Gross Margin Analysis
LPDDR4 MEMORY COMPARISON 2019
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Belinda Dube is working for SystemPlus Consulting as Analyst inSemiconductor Memories andIntegrated Circuits. She holds aMasters degree in Nano Scienceand Nanotechnologies from EcoleCentral Lyon and INSA Lyon.
Véronique Le Troadec has joinedSystem Plus Consulting as alaboratory engineer. Coming fromAtmel Nantes, she has extensiveknowledge in failure analysis ofcomponents and in deprocessing ofintegrated circuits.
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LPDDR4 MEMORY COMPARISON 2019
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