REVERSE COSTING ® – STRUCTURAL, PROCESS & COST …

24
+33 2 40 18 09 16 [email protected] www.systemplus.fr STMicroelectronics Proximity Sensor and Flood Illuminator New time-of-flight and illumination device from the Apple iPhone 12 SPR21576 - Imaging report by Sylvain Hallereau Laboratory analysis by Leo Vatant June 2021 – Sample REVERSE COSTING® – STRUCTURAL, PROCESS & COST REPORT 22 bd Benoni Goullin 44200 NANTES - FRANCE

Transcript of REVERSE COSTING ® – STRUCTURAL, PROCESS & COST …

Page 1: REVERSE COSTING ® – STRUCTURAL, PROCESS & COST …

©2021 by System Plus Consulting | SPR21576 - STMicroelectronics Proximity Sensor and Flood Illuminator | Sample 1+33 2 40 18 09 16 [email protected] www.systemplus.fr

STMicroelectronics Proximity Sensor and Flood Illuminator

New time-of-flight and illumination device from the Apple iPhone 12SPR21576 - Imaging report by Sylvain HallereauLaboratory analysis by Leo VatantJune 2021 – Sample

REVERSE COSTING® – STRUCTURAL, PROCESS & COST REPORT

22 bd Benoni Goullin44200 NANTES - FRANCE

Page 2: REVERSE COSTING ® – STRUCTURAL, PROCESS & COST …

©2021 by System Plus Consulting | SPR21576 - STMicroelectronics Proximity Sensor and Flood Illuminator | Sample 2

Versions of the Report

Version Date Updates

V1 29/05/2021 o Initial release

Page 3: REVERSE COSTING ® – STRUCTURAL, PROCESS & COST …

©2021 by System Plus Consulting | SPR21576 - STMicroelectronics Proximity Sensor and Flood Illuminator | Sample 3

Table of Contents

Overview / Introduction 4o Executive Summaryo Reverse Costing Methodology

Company Profile 8o STMicroelectronicso STMicroelectronics Portfolioo FligthSense Technologyo Supply Chaino Apple iPhone 12 Teardown

Physical Analysis 23

o Summary of the Physical Analysis 24

o Package 26 Package View & Dimensions Package Opening:

Overview, Wire Bonding, Flood Illuminator

Package Cross-Section:Adhesives, Ceramic Substrate, PCB Substrate, Diffuser, Filters, FOV, Heat Sink

o VCSEL #1 & #2 Die 59 Die View & Dimensions Die Overview & Cavity Die Cross-Section Die Process Characteristic

o VCSEL Driver Die 88 Die View & Dimensions Die Overview & Marking Die Delayering & main ID Block Die Cross-Section Die Process Characteristic

o SPAD Detector Die 100 Die View & Dimensions

Die Overview & Marking: Active Area, SPADs Die Delayering & main ID Block Die Cross-Section Die Process Characteristic

Comparison iPhone X and iPhone 12 Proximity Sensor 125o Package, Function, FOV, Optical Blocking Package, SPAD Detector &

VCSELs, SPADs

Manufacturing Process 132o SPAD Detector Die Front-End Process & Fabrication Unit.o VCSEL Drive Die Front-End Process & Fabrication Unito VCSELs Die Front-End Process & Fabrication Unito OLGA Packaging Process & Fabrication unit

Cost Analysis 147o Summary of the cost analysis 148o Yields Explanation & Hypotheses 149

o SPADs Detector & VCSEL Driver die 152 Die Front-End Cost Die Wafer & Die Cost

o VCSEL Dies 156 Die Front-End Cost Die Front-End Cost per process steps Die Wafer & Die Cost

o Component 162 Packaging Cost Component Cost

Estimated Selling Price 166

Feedbacks 170

Related Analysis 172

Company services 174

Page 4: REVERSE COSTING ® – STRUCTURAL, PROCESS & COST …

©2021 by System Plus Consulting | SPR21576 - STMicroelectronics Proximity Sensor and Flood Illuminator | Sample 4

Overview / Introductiono Executive Summaryo Reverse Costing

Methodologyo Glossary

Company Profile & Supply Chain

Physical Analysis

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Feedbacks

Related Analyses

About System Plus Consulting

• This full reverse costing study has been conducted to provide insight on technology data, manufacturing cost and selling price of theSTMicroelectronics Proximity Sensor & Flood Illuminator in Apple iPhone 12.

• Located in the front above the main speaker, the proximity sensor & flood illuminator is packaged using optical LGA. The device is a custom version for Apple. In the past, STMicroelectronics has already released a custom proximity sensor for the iPhone X, 15% smaller than the previous version, the new version came along with a flood illuminator two time larger. The sensor is still based on FlighSenseTM technology.

• The larger VCSEL die and VCSEL driver die are not the only differences for the flood illuminator. The diffuser is more sophisticate with a complexity close to a diffractive optical element.

• To reduce the package size with larger components, STMicroelectronics has developed a 3D package with two PCBs stacked. The 3D package manages the heat dissipation of the flood VCSEL thank ceramic substrate, solder balls and PCB design.

• In this report, the complete microsystem is analyzed from the Vertical-Cavity Surface-Emitting Laser (VCSEL) illuminator of the proximity sensor manufactured by Trumpf, the VCSEL of the flood illuminator manufactured by Lumentum. Also the 2 integrated circuit with a VCSEL driver from Texas Instruments and the Single Photon Avalanche Diode (SPAD) developed by STMicroelectronics. The package, the diffuser and the filters are also analyzed with optical pictures, SEM pictures and EDX analysis like the main semiconductor components. The report includes a complete cost analysis and price estimation of the device based on a detaileddescription of the package, the ToF detector, the VCSEL and the second VCSEL for the flood illumination.

• It also features a complete technology comparison with the proximity sensor from the Apple iPhone X.

Executive Summary

Page 5: REVERSE COSTING ® – STRUCTURAL, PROCESS & COST …

©2021 by System Plus Consulting | SPR21576 - STMicroelectronics Proximity Sensor and Flood Illuminator | Sample 5

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis o Summaryo Packageo VCSEL #1o VCSEL #2o VCSEL Drivero SPAD Detector

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Feedbacks

Related Analyses

About System Plus Consulting

Package Views & Dimensions

4.34 mm

2.8m

m1.

65 m

m

• Package:OLGA 19-pin

• Dimensions: 4.35 x 2.8 x 1.65 mm

• Pin Pitch: 0.65 mm

Package Top View – Optical View©2021 by System Plus Consulting

Package Bottom View – Optical View©2021 by System Plus Consulting

Package Side View – Optical View©2021 by System Plus Consulting Package Side View – Schematics

STMicroelectronics

Page 6: REVERSE COSTING ® – STRUCTURAL, PROCESS & COST …

©2021 by System Plus Consulting | SPR21576 - STMicroelectronics Proximity Sensor and Flood Illuminator | Sample 6

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis o Summaryo Packageo VCSEL #1o VCSEL #2o VCSEL Drivero SPAD Detector

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Feedbacks

Related Analyses

About System Plus Consulting

Package Opening

Page 7: REVERSE COSTING ® – STRUCTURAL, PROCESS & COST …

©2021 by System Plus Consulting | SPR21576 - STMicroelectronics Proximity Sensor and Flood Illuminator | Sample 7

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis o Summaryo Packageo VCSEL #1o VCSEL #2o VCSEL Drivero SPAD Detector

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Feedbacks

Related Analyses

About System Plus Consulting

Package Lateral View

Page 8: REVERSE COSTING ® – STRUCTURAL, PROCESS & COST …

©2021 by System Plus Consulting | SPR21576 - STMicroelectronics Proximity Sensor and Flood Illuminator | Sample 8

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis o Summaryo Packageo VCSEL #1o VCSEL #2o VCSEL Drivero SPAD Detector

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Feedbacks

Related Analyses

About System Plus Consulting

Package Opening – Diffuser

Package opening – Optical View©2021 by System Plus Consulting

Diffuser Top View – Optical View©2021 by System Plus Consulting

Diffuser Top View – Optical View©2021 by System Plus Consulting

Page 9: REVERSE COSTING ® – STRUCTURAL, PROCESS & COST …

©2021 by System Plus Consulting | SPR21576 - STMicroelectronics Proximity Sensor and Flood Illuminator | Sample 9

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis o Summaryo Packageo VCSEL #1o VCSEL #2o VCSEL Drivero SPAD Detector

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Feedbacks

Related Analyses

About System Plus Consulting

Package Cross-Section #2

Package Cross-Section Plan©2021 by System Plus Consulting

Package Cross-Section – Optical View©2021 by System Plus Consulting

Page 10: REVERSE COSTING ® – STRUCTURAL, PROCESS & COST …

©2021 by System Plus Consulting | SPR21576 - STMicroelectronics Proximity Sensor and Flood Illuminator | Sample 10

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis o Summaryo Packageo VCSEL #1o VCSEL #2o VCSEL Drivero SPAD Detector

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Feedbacks

Related Analyses

About System Plus Consulting

VCSEL #1 Die View & Dimensions

VCSEL Die – Optical View©2021 by System Plus Consulting

Page 11: REVERSE COSTING ® – STRUCTURAL, PROCESS & COST …

©2021 by System Plus Consulting | SPR21576 - STMicroelectronics Proximity Sensor and Flood Illuminator | Sample 11

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis o Summaryo Packageo VCSEL #1o VCSEL #2o VCSEL Drivero SPAD Detector

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Feedbacks

Related Analyses

About System Plus Consulting

VCSEL #2 Die View and Dimensions

VCSEL Die – Optical View© 2021 by System Plus Consulting

Page 12: REVERSE COSTING ® – STRUCTURAL, PROCESS & COST …

©2021 by System Plus Consulting | SPR21576 - STMicroelectronics Proximity Sensor and Flood Illuminator | Sample 12

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis o Summaryo Packageo VCSEL #1o VCSEL #2o VCSEL Drivero SPAD Detector

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Feedbacks

Related Analyses

About System Plus Consulting

VCSEL Driver Die View & Dimensions

VCSEL Driver Die Overview – Optical View©2021 by System Plus Consulting

Page 13: REVERSE COSTING ® – STRUCTURAL, PROCESS & COST …

©2021 by System Plus Consulting | SPR21576 - STMicroelectronics Proximity Sensor and Flood Illuminator | Sample 13

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis o Summaryo Packageo VCSEL #1o VCSEL #2o VCSEL Drivero SPAD Detector

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Feedbacks

Related Analyses

About System Plus Consulting

SPAD Detector Die View & Dimensions

SPAD Detector Die Overview – Optical View©2021 by System Plus Consulting

Page 14: REVERSE COSTING ® – STRUCTURAL, PROCESS & COST …

©2021 by System Plus Consulting | SPR21576 - STMicroelectronics Proximity Sensor and Flood Illuminator | Sample 14

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis

Physical Comparison

Manufacturing Process Flowo SPAD Detector Processo SPAD Detector Fab Unito VCSEL Driver Processo VCSEL Driver Fab Unito VCSEL #1 Processo VCSEL #1 Fab Unito VCSEL #2 Process Flowo VCSEL #2 Fab Unito Assembly Unito Packaging Process Flow

Cost Analysis

Selling Price Analysis

Feedbacks

Related Analyses

About System Plus Consulting

VCSEL #2 Wafer Process Flow (2/3)

drawing not to scale

Page 15: REVERSE COSTING ® – STRUCTURAL, PROCESS & COST …

©2021 by System Plus Consulting | SPR21576 - STMicroelectronics Proximity Sensor and Flood Illuminator | Sample 15

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis

Physical Comparison

Manufacturing Process Flow

Cost Analysiso Summaryo Supply Chain o Yield Summaryo SPAD Detector FE Costo SPAD Detector Wafer & Die

Costo VCSEL Driver FE Costo VCSEL Driver Wafer & Die

Costo VCSEL #1 FE Costo VCSEL #1 Wafer & Die Costo VCSEL #2 FE Costo VCSEL #2 Wafer & Die Costo Packaging Costo Component Cost

Selling Price Analysis

Feedbacks

Related Analyses

About System Plus Consulting

SPAD Detector Front-End Cost

Page 16: REVERSE COSTING ® – STRUCTURAL, PROCESS & COST …

©2021 by System Plus Consulting | SPR21576 - STMicroelectronics Proximity Sensor and Flood Illuminator | Sample 16

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis

Physical Comparison

Manufacturing Process Flow

Cost Analysiso Summaryo Supply Chain o Yield Summaryo SPAD Detector FE Costo SPAD Detector Wafer & Die

Costo VCSEL Driver FE Costo VCSEL Driver Wafer & Die

Costo VCSEL #1 FE Costo VCSEL #1 Wafer & Die Costo VCSEL #2 FE Costo VCSEL #2 Wafer & Die Costo Packaging Costo Component Cost

Selling Price Analysis

Feedbacks

Related Analyses

About System Plus Consulting

Packaging Cost

Page 17: REVERSE COSTING ® – STRUCTURAL, PROCESS & COST …

©2021 by System Plus Consulting | SPR21576 - STMicroelectronics Proximity Sensor and Flood Illuminator | Sample 17

R E L A T E DA N A L Y S E S

Page 18: REVERSE COSTING ® – STRUCTURAL, PROCESS & COST …

©2021 by System Plus Consulting | SPR21576 - STMicroelectronics Proximity Sensor and Flood Illuminator | Sample 18

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Feedback

Related Analyses

About System Plus Consulting

Related Analyses

RELATED MONITORS

RELATED TEARDOWN TRACKSRELATED REPORTS

By System Plus Consulting:• 3D Time of Flight module in Meizu

17 pro

• Samsung Galaxy Note 10+ 3D Time of Flight Depth Sensing Camera Module

• iPad Pro Lidar Module

• STMicroelectronics Proximity & Flood Illuminator iPhone X

By Yole Développement:• 3D Imaging & Sensing 2020

• VCSELs – Market and Technology Trends 2020

• 6’’ and Below: Small-Dimension Wafer Market Trends 2020

• Glass Substrate for Semiconductor Applications 2020

By System Plus Consulting:• OPPO Reno3 5G 12GB RAM

• APPLE iPhone 12 5G US A2172 64GB 4GB RAM Dual SIM

• APPLE iPhone 12 Pro 5G US A2341 128GB 6GB RAM Dual SIM

• APPLE iPhone 12 mini US A2176 64GB 4GB RAM Dual SIM

• APPLE iPhone 12 Pro Max 5G US A2342 128GB 6GB RAM Dual SIM

By System Plus Consulting:• Smartphone Design Win

Quarterly Monitor

Page 19: REVERSE COSTING ® – STRUCTURAL, PROCESS & COST …

©2021 by System Plus Consulting | SPR21576 - STMicroelectronics Proximity Sensor and Flood Illuminator | Sample 19

COMPANYSERVICES

Page 20: REVERSE COSTING ® – STRUCTURAL, PROCESS & COST …

©2021 by System Plus Consulting | SPR21576 - STMicroelectronics Proximity Sensor and Flood Illuminator | Sample 20

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Feedbacks

Related Analyses

About System Plus Consultingo Company serviceso Contact

Our Core Activity : Reverse Costing®

A Structure, Process and Cost Analysis

Reverse Costing® consists of disassembling a device or a system in order to identify itstechnology and discern its manufacturing processes and then using in-house models andtools to determine its cost.

Page 21: REVERSE COSTING ® – STRUCTURAL, PROCESS & COST …

©2021 by System Plus Consulting | SPR21576 - STMicroelectronics Proximity Sensor and Flood Illuminator | Sample 21

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Feedbacks

Related Analyses

About System Plus Consultingo Company serviceso Contact

Fields Of Expertise

Page 22: REVERSE COSTING ® – STRUCTURAL, PROCESS & COST …

©2021 by System Plus Consulting | SPR21576 - STMicroelectronics Proximity Sensor and Flood Illuminator | Sample 22

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Feedbacks

Related Analyses

About System Plus Consultingo Company serviceso Contact

Business Model

Teardown Track

205+ teardowns per year

Monitor1 per year quarterly updated

Custom Analysis150 custom analyses per

year

Report60+ per year

Costing Tools

5 process-based and 3 parametric

costing tools

Cost MethodsTrainingOn demand

Page 23: REVERSE COSTING ® – STRUCTURAL, PROCESS & COST …

©2021 by System Plus Consulting | SPR21576 - STMicroelectronics Proximity Sensor and Flood Illuminator | Sample 23

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Feedbacks

Related Analyses

About System Plus Consultingo Company serviceso Contact

Worldwide Presence

100+ collaborators in 8 different countries

Headquarters› Nantes – System Plus Consulting› Lyon – Yole Développement

Boise

CorneliusRaleighPhoenix

Austin

Singapore

Hsinchu

TokyoShenzhen

Seoul

Frankfurt

Nantes

Lyon

Page 24: REVERSE COSTING ® – STRUCTURAL, PROCESS & COST …

©2021 by System Plus Consulting | SPR21576 - STMicroelectronics Proximity Sensor and Flood Illuminator | Sample 24

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Feedbacks

Related Analyses

About System Plus Consultingo Company serviceso Contact

Contacts

HEADQUARTER & CUSTOM PROJECT SERVICES

22 Bd Benoni Goullin44200 Nantes, France

[email protected] - +33 2 40 18 09 16

REPORTS & MONITORS WEBSITEwww.systemplus.fr

TRACKS WEBSITEwww.reverse-costing.com

MARKETING, COMMUNICATION & PR

Jean-Christophe Eloy, Marketing & Communication

[email protected] - +33 686 68 19 31Sandrine Leroy, Public Relations

[email protected] - +33 4 72 83 01 89

Western US & Canada Steve Laferriere - [email protected]

+ 1 310 600 8267

Eastern US & Canada Chris Youman - [email protected]

+1 919 607 9839

Europe and RoWLizzie Levenez - [email protected]

+49 15 123 544 182

Benelux, UK & Spain Marine Wybranietz -

[email protected]+49 69 96 21 76 78

India and RoATakashi Onozawa - [email protected]

+81 80 4371 4887

Greater China Mavis Wang - [email protected]

+886 979 336 809 +86 136 6156 6824

Korea Peter Ok - [email protected]

+82 10 4089 0233

Japan Miho Ohtake - [email protected]

+81 34 4059 204

Japan and Singapore Itsuyo Oshiba - [email protected]

+81 80 3577 3042

Japan Toru Hosaka – [email protected]

+81 90 1775 3866

Follow us on

REPORTS, MONITORS & TRACKS