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©2021 by System Plus Consulting | SPR21627 - DENSO SiC Power Module in the Toyota Mirai II - Sample 1
DENSO SiC Power Module in the Toyota Mirai IIDiscover the technology, design, and cost analysis of DENSO’s SiC module, the first to be used in fuel cell electric vehicles.
REVERSE COSTING® – STRUCTURAL, PROCESS & COST REPORT
22 bd Benoni Goullin44200 NANTES - FRANCE +33 2 40 18 09 16 [email protected] www.systemplus.fr
SPR21627 – Power Semiconductor report by Amine ALLOUCHEPhysical Analysis by Léo VATANT
December 2021 – Sample
©2021 by System Plus Consulting | SPR21627 - DENSO SiC Power Module in the Toyota Mirai II - Sample 2
SUMMARY
Overview / Introduction 4
o Executive Summary
o Market
o Reverse Costing Methodology
o Glossary
Company Profile 9
o DENSO Company Profile
o DENSO SiC Technology
o Toyota Mirai II FCEV
Physical Analysis 18
o Synthesis of the Physical Analysis
o Package Analysis
✓ Package Opening
✓ Package Cross-Section
o SiC MOSFET Die
✓ SiC MOSFET Die View & Dimensions
✓ SiC MOSFET Die Process
✓ SiC MOSFET Die Cross-Section
o Diode Die
✓ Diode Die View & Dimensions
✓ Diode Die Process
✓ Diode Die Cross-Section
Manufacturing Process 68
o SiC MOSFET Fab Unit and Process Flow
o Diode Fab Unit and Process Flow
o Packaging Fab Unit
o Packaging Process Flow
Cost Analysis 83
o Synthesis of the Cost Analysis
o Yields Explanation & Hypotheses
o SiC MOSFET
✓ SiC MOSFET Front-End Cost
✓ SiC MOSFET Wafer Cost per Process Step
✓ SiC MOSFET Die Probe Test & Dicing
✓ SiC MOSFET Die Cost
o Diode
✓ Diode Front-End Cost
✓ Diode Wafer Cost per Process Step
✓ Diode Die Probe Test & Dicing
✓ Diode Die Cost
o Source & Drain Plates Cost
✓ BOM Cost & Assembly Cost
o Module Cost
✓ Packaging BOM & Assembly Cost
✓ Module Final Cost
Selling Price Analysis 105
o Estimation of Selling Price
Feedback 107
Related Analyses 109
Company Services 111
©2021 by System Plus Consulting | SPR21627 - DENSO SiC Power Module in the Toyota Mirai II - Sample 3
Overview / Introductiono Executive Summaryo Marketo Reverse Costing
Methodologyo Glossary
Company Profile & Supply Chain
Physical Analysis
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
Feedback
Related Analyses
About System Plus Consulting
Executive Summary
The new environmental regulations to reduce average CO2 emissions, along with automotive trends, play in favor of greater vehicle electrification and faster deployment of electric vehicles/hybrid electric vehicles (EV/HEVs). Yole Développement expects the EV/HEV market to reach 41 million vehicles by 2026 according to the Power Electronics for E-Mobility 2021 report.
Numerous carmakers continue qualifying SiC devices in main inverters, OBC, and DC/DC converters for their next-generation models. Toyota is one of the pioneers in integrating SiC dies in their vehicles and, now it is the first car makerusing a SiC MOSFETs in fuel cell electric vehicle (FCEV). In fact, the Toyota Mirai II integrates a SiC based power module inthe boost converter.
In this context, System Plus Consulting provides a full reverse costing study of the DENSO SiC Power Module in the ToyotaMirai II.
Supported by a full teardown of the module, this report reveals DENSO’s technology choices in its SiC MOSFET, as well asthe design of the module’s packaging and diode chip. The module is assembled with the standard molding technology ofDenso and uses spacer for better thermal dissipation. The two dies are assembled with clips and wire bonding.
Detailed optical and SEM images with precise measurements show the structure of the transistor and the diode. Then acomplete analysis of the supply chain is performed, and the dies process flow is described step-by-step.
This report provides insights into technology data, manufacturing cost, and selling price of the module. Also furnished isan estimated manufacturing cost of all the module’s components, as well as a selling price analysis.
©2021 by System Plus Consulting | SPR21627 - DENSO SiC Power Module in the Toyota Mirai II - Sample 4
Overview / Introduction
Company Profile & Supply Chain
Physical Analysis o Synthesiso Packageo SiC MOSFETo Diode
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
Feedback
Related Analyses
About System Plus Consulting
SiC Module in Fuel Cell Boost Converter of Toyota Mirai II
Fuel Cell Boost Converter of Toyota Mirai II: Opening Steps – Optical Views©2021 by System Plus Consulting
Fuel Cell Boost Converter of Toyota Mirai II
Analyzed SiC Power Module
©2021 by System Plus Consulting | SPR21627 - DENSO SiC Power Module in the Toyota Mirai II - Sample 5
Overview / Introduction
Company Profile & Supply Chain
Physical Analysis o Synthesiso Packageo SiC MOSFETo Diode
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
Feedback
Related Analyses
About System Plus Consulting
Transfer-molded package:
o Dimensions: xxx mm x xxx mm x xxx mm
Synthesis of the Physical Analysis
SiC MOSFET:
o Dimensions: xxx mm² (xxx mm x xxx mm)
o Electrical connection: SnCu attach + xxx spacer + xxx wire bonding
Package Opening tilted – Optical View©2021 by System Plus Consulting
Si diode:
o Dimensions: xx mm² (xxx mm x xxx mm)
o Electrical connection: SnCu attach + xxx spacer
©2021 by System Plus Consulting | SPR21627 - DENSO SiC Power Module in the Toyota Mirai II - Sample 6
Overview / Introduction
Company Profile & Supply Chain
Physical Analysis o Synthesiso Packageo SiC MOSFETo Diode
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
Feedback
Related Analyses
About System Plus Consulting
Package Views & Dimensions
o Transfer mold dimensions: xxx mm x xxx mm x xxx mm
o Overall dimensions: xxx mm x xxx mm x xxx mm
Module Package Frontside – Optical View©2021 by System Plus Consulting
xxx mm
Xx
mm
Module Package Backside – Optical View©2021 by System Plus Consulting
Module Package Lateral side – Optical View©2021 by System Plus Consulting
xxx mm
xxx mm
xxx mm
xxx mm
xxx mm
xxx mm xx mm
xxx mm Source plate Drain plate
©2021 by System Plus Consulting | SPR21627 - DENSO SiC Power Module in the Toyota Mirai II - Sample 7
Overview / Introduction
Company Profile & Supply Chain
Physical Analysis o Synthesiso Packageo SiC MOSFETo Diode
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
Feedback
Related Analyses
About System Plus Consulting
Package Opening (1/2)
Package Opening – Optical View©2021 by System Plus Consulting
Source & drain terminals: part of Cu plates (x2)
Drain Cu plate
Xxx SiC MOSFET
Xxxx diode
Wire bonding (x5)
Small terminals (x5)
Xxx package
©2021 by System Plus Consulting | SPR21627 - DENSO SiC Power Module in the Toyota Mirai II - Sample 8
Overview / Introduction
Company Profile & Supply Chain
Physical Analysis o Synthesiso Packageo SiC MOSFETo Diode
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
Feedback
Related Analyses
About System Plus Consulting
Package Cross-Section
Xxxx Diode: xxx mm
Xxxx µm
Package Cross-Section – SEM View©2021 by System Plus Consulting
Thickness:
o xxx spacer: xxx mm
o Spacer attach: xxx µm
o Die topside attach: xxxx µm
Source plate
xxx µm
©2021 by System Plus Consulting | SPR21627 - DENSO SiC Power Module in the Toyota Mirai II - Sample 9
Overview / Introduction
Company Profile & Supply Chain
Physical Analysis o Synthesiso Packageo SiC MOSFETo Diode
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
Feedback
Related Analyses
About System Plus Consulting
SiC MOSFET – Die Dimensions
SiC MOSFET Die – Optical View©2021 by System Plus Consulting
o Die dimensions:xxx mm² (xxx mm x xxx mm)
xxx
mm
Xxx mm
©2021 by System Plus Consulting | SPR21627 - DENSO SiC Power Module in the Toyota Mirai II - Sample 10
Overview / Introduction
Company Profile & Supply Chain
Physical Analysis o Synthesiso Packageo SiC MOSFETo Diode
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
Feedback
Related Analyses
About System Plus Consulting
Die Process – Delayering
Die Delayering – SEM View©2021 by System Plus Consulting
Pitch:
o Dimension: xxx µm
Die Delayering – Optical View©2021 by System Plus Consulting
©2021 by System Plus Consulting | SPR21627 - DENSO SiC Power Module in the Toyota Mirai II - Sample 11
Overview / Introduction
Company Profile & Supply Chain
Physical Analysis o Synthesiso Packageo SiC MOSFETo Diode
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
Feedback
Related Analyses
About System Plus Consulting
Die Cross-Section
©2021 by System Plus Consulting | SPR21627 - DENSO SiC Power Module in the Toyota Mirai II - Sample 12
Overview / Introduction
Company Profile & Supply Chain
Physical Analysis o Synthesiso Packageo SiC MOSFETo Diode
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
Feedback
Related Analyses
About System Plus Consulting
Diode Die Cross-Section
Die Cross-Section – SEM View©2021 by System Plus Consulting
o Si oxide #1: xxx µm
o Si oxide #2: xxx µm
o Si oxide #3: xxx µm
o Polysilicon: xxx µm
©2021 by System Plus Consulting | SPR21627 - DENSO SiC Power Module in the Toyota Mirai II - Sample 13
Overview / Introduction
Company Profile & Supply Chain
Physical Analysis
Manufacturing Process Flowo SiC MOSFET Fab Unito SiC MOSFET Process Flowo Diode Fab Unito Diode Process Flowo Packaging Fab Unito Packaging Process Flow
Cost Analysis
Selling Price Analysis
Feedback
Related Analyses
About System Plus Consulting
SiC MOSFET Process Flow (3/4)
©2021 by System Plus Consulting | SPR21627 - DENSO SiC Power Module in the Toyota Mirai II - Sample 14
Overview / Introduction
Company Profile & Supply Chain
Physical Analysis
Manufacturing Process Flowo SiC MOSFET Fab Unito SiC MOSFET Process Flowo Diode Fab Unito Diode Process Flowo Packaging Fab Unito Packaging Process Flow
Cost Analysis
Selling Price Analysis
Feedback
Related Analyses
About System Plus Consulting
Module Process Flow
Module assembly:
✓ Unpacking small terminals, source and drain plates
✓ Small terminals xxxxx
✓ xxxx
✓ xxxxx
✓ xxxxx
✓ Inspection
✓ Continuity test
✓ xxxx
✓ xxxx
✓ xxxx
✓ LASER marking
✓ Final test of the module
Source plate assembly process:
✓ Unpacking plate + spacers
✓ xxxxx plating of plate and spacers
✓ Cleaning
✓ xxxxx
✓ Inspection
✓ Cleaning
Drain plate assembly process:
✓ Unpacking plate + dies
✓ Nickel plating
✓ Cleaning
✓ SnCu soldering of dies
✓ Inspection
✓ Cleaning
©2021 by System Plus Consulting | SPR21627 - DENSO SiC Power Module in the Toyota Mirai II - Sample 15
Overview / Introduction
Company Profile & Supply Chain
Physical Analysis
Manufacturing Process Flow
Cost Analysiso Synthesiso SiC MOSFET Costo Diode Cost o Source Plate Costo Drain Plate Costo Packaging Costo Module Cost
Selling Price Analysis
Feedback
Related Analyses
About System Plus Consulting
SiC MOSFET Front-End Cost
©2021 by System Plus Consulting | SPR21627 - DENSO SiC Power Module in the Toyota Mirai II - Sample 16
Overview / Introduction
Company Profile & Supply Chain
Physical Analysis
Manufacturing Process Flow
Cost Analysiso Synthesiso SiC MOSFET Costo Diode Cost o Source Plate Costo Drain Plate Costo Packaging Costo Module Cost
Selling Price Analysis
Feedback
Related Analyses
About System Plus Consulting
Diode Wafer Cost Per Process Steps
©2021 by System Plus Consulting | SPR21627 - DENSO SiC Power Module in the Toyota Mirai II - Sample 17
Overview / Introduction
Company Profile & Supply Chain
Physical Analysis
Manufacturing Process Flow
Cost Analysiso Synthesiso SiC MOSFET Costo Diode Cost o Source Plate Costo Drain Plate Costo Packaging Costo Module Cost
Selling Price Analysis
Feedback
Related Analyses
About System Plus Consulting
Module Cost – Assembly Cost
©2021 by System Plus Consulting | SPR21627 - DENSO SiC Power Module in the Toyota Mirai II - Sample 18
R E L A T E DA N A L Y S E S
©2021 by System Plus Consulting | SPR21627 - DENSO SiC Power Module in the Toyota Mirai II - Sample 19
Overview / Introduction
Company Profile & Supply Chain
Physical Analysis
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
Feedback
Related Analyses
About System Plus Consulting
Related Analyses
RELATED REPORTS
By System Plus Consulting:• SiC Transistor Comparison 2021
• GeneSiC 1200V Gen3 and 3300V Gen2 SiC MOSFETs
• SiC Diode Comparison 2020
• Wolfspeed All-SiC Module CAB450M12XM3
• Industrial Power Module Packaging Comparison 2020
By Yole Développement:• Power SiC: Materials, Devices and
Applications 2020
• Status of the Power Electronics Industry 2021
• Power Electronics for E-Mobility 2021
RELATED MONITORS
RELATED TEARDOWN TRACKS
By Yole Développement:• Compound Semiconductor
Quarterly Market Monitor
By System Plus Consulting:• Automotive Teardown Tracks
©2021 by System Plus Consulting | SPR21627 - DENSO SiC Power Module in the Toyota Mirai II - Sample 20
COMPANYSERVICES
©2021 by System Plus Consulting | SPR21627 - DENSO SiC Power Module in the Toyota Mirai II - Sample 21
Overview / Introduction
Company Profile & Supply Chain
Physical Analysis
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
Feedback
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 orderto identify its technology and discern its manufacturing processes andthen using in-house models and tools to determine its cost.
©2021 by System Plus Consulting | SPR21627 - DENSO SiC Power Module in the Toyota Mirai II - Sample 22
Overview / Introduction
Company Profile & Supply Chain
Physical Analysis
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
Feedback
Related Analyses
About System Plus Consultingo Company serviceso Contact
Fields Of Expertise
©2021 by System Plus Consulting | SPR21627 - DENSO SiC Power Module in the Toyota Mirai II - Sample 23
Overview / Introduction
Company Profile & Supply Chain
Physical Analysis
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
Feedback
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
©2021 by System Plus Consulting | SPR21627 - DENSO SiC Power Module in the Toyota Mirai II - Sample 24
Overview / Introduction
Company Profile & Supply Chain
Physical Analysis
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
Feedback
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
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©2021 by System Plus Consulting | SPR21627 - DENSO SiC Power Module in the Toyota Mirai II - Sample 25
Overview / Introduction
Company Profile & Supply Chain
Physical Analysis
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
Feedback
Related Analyses
About System Plus Consultingo Company serviceso Contact
Contact
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