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21 rue la Noue Bras de Fer 44200 NANTES - FRANCE +33 2 40 18 09 16 [email protected] www.systemplus.fr Application Processor for Smartphone Packaging Technology & Cost Review Advanced Packaging report by Stéphane ELISABETH November 2016

Application Processor for Smartphone€¦ · technology. The Apple A10 can be found in the iPhone 7 series. The HiSilicon Kirin 955 can be found in the Huawei P9 and the Samsung Exynos

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Page 1: Application Processor for Smartphone€¦ · technology. The Apple A10 can be found in the iPhone 7 series. The HiSilicon Kirin 955 can be found in the Huawei P9 and the Samsung Exynos

©2016 System Plus Consulting | 2016 Comparison of Application Processor (AP) packaging 1

21 rue la Noue Bras de Fer44200 NANTES - FRANCE +33 2 40 18 09 16 [email protected] www.systemplus.fr

Application Processor for SmartphonePackaging Technology & Cost ReviewAdvanced Packaging report by Stéphane ELISABETHNovember 2016

Page 2: Application Processor for Smartphone€¦ · technology. The Apple A10 can be found in the iPhone 7 series. The HiSilicon Kirin 955 can be found in the Huawei P9 and the Samsung Exynos

©2016 System Plus Consulting | 2016 Comparison of Application Processor (AP) packaging 2

Table of Contents

Overview / Introduction 3

o Executive Summary

o AP I/O count & Footprint

o AP I/O count & L/S width

o Reverse Costing Methodology

Company Profile 10

o Apple, Huawei, Samsung, Qualcomm

o Apple, Huawei, Samsung, Qualcomm AP history

o Apple, Huawei, Samsung, Qualcomm Supply Chain History

o iPhone 7 Plus, Huawei P9, Samsung Galaxy S7 Teardown

o PoP Packaging Technology

Physical Analysis 32

o Synthesis of the Physical Analysis

o Physical Analysis Methodology

o A10, Kirin 955, Exynos 8, Snapdragon 820 Package 34

Package Views & Dimensions

Package Opening

Package Opening Comparison

o PoP Cross-Section 47

Package Details Cross-Section

Package Cross-Section Comparison

o Die & Land-Side Decoupling Capacitor Comparison 66

Die View & Dimensions

LSC Capacitor View & Dimensions

LSC Capacitor Footprint

Embedded LSC Capacitor Cross-Section

Soldered LSC Capacitor Cross-Section

o Summary of the physical Data 72

Manufacturing Process Flow 73

o Global Overview

o Package Fabrication Unit

Cost Analysis 76

o Synthesis of the cost analysis

o Main Steps of Economic Analysis

o Yields Explanation & Hypotheses

o Die cost 81

Front-End Cost

Wafer & Die Cost

o Package Manufacturing Cost 83

A10 Package Cost Breakdown

Kirin 955 Package Cost Breakdown

Exynos 8 Package Cost Breakdown

Snapdragon 820 Package Cost Breakdown

o Component Cost 88

Wafer/Panel & Component Cost

Component Cost Breakdown

Company services 91

Page 3: Application Processor for Smartphone€¦ · technology. The Apple A10 can be found in the iPhone 7 series. The HiSilicon Kirin 955 can be found in the Huawei P9 and the Samsung Exynos

©2016 System Plus Consulting | 2016 Comparison of Application Processor (AP) packaging 3

Overview / Introductiono Executive Summaryo Reverse Costing

Methodologyo Glossary

Company Profile & Supply Chain

Physical Analysis

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

About System Plus

Executive Summary

• Located under the DRAM chip on the main board, the application processors (AP) are packaged using PoPtechnology. The Apple A10 can be found in the iPhone 7 series. The HiSilicon Kirin 955 can be found in theHuawei P9 and the Samsung Exynos 8 as the Qualcomm Snapdragon 820 can be found in the SamsungGalaxy S7 series depending on the world version (US and Asia for the Snapdragon and International for theExynos).

• In this report, we highlight the differences and the innovations of the packages chosen by the end-userOEMs. Whereas some AP provider like for HiSilicon or Samsung choose to consider conventional PoP withembedded land-side capacitor (LSC), others like Apple or Qualcomm used innovative technologies like Fan-Out PoP and silicon based Deep Trench LSC or embedded die packaging with advanced PCB substrate. Thedetailed comparison between the four players will give the pros and the cons of the packagingtechnologies.

• This report also compares the costs of the different approaches and includes a detailed technicalcomparison between the packaging structure of the Qualcomm Snapdragon 820, the Samsung Exynos 8,the HiSilicon Kirin 955 and the Apple A10.

Page 4: Application Processor for Smartphone€¦ · technology. The Apple A10 can be found in the iPhone 7 series. The HiSilicon Kirin 955 can be found in the Huawei P9 and the Samsung Exynos

©2016 System Plus Consulting | 2016 Comparison of Application Processor (AP) packaging 4

Overview / Introduction

Company Profile & Supply Chain o InvenSenseo ICG-20660L Characteristics

Physical Analysis

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

About System Plus

Smartphones Teardown

Apple iPhone 7 Plus Main Board (Top view)

Huawei P9 Main Board (Top view)

Samsung Galaxy S7 Edge Main Board (Top view)

USA Version

EU Version

Page 5: Application Processor for Smartphone€¦ · technology. The Apple A10 can be found in the iPhone 7 series. The HiSilicon Kirin 955 can be found in the Huawei P9 and the Samsung Exynos

©2016 System Plus Consulting | 2016 Comparison of Application Processor (AP) packaging 5

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis o Synthesiso Packageo ASIC Dieo MEMS Die

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

About System Plus

A10 Package View & Dimensions

Page 6: Application Processor for Smartphone€¦ · technology. The Apple A10 can be found in the iPhone 7 series. The HiSilicon Kirin 955 can be found in the Huawei P9 and the Samsung Exynos

©2016 System Plus Consulting | 2016 Comparison of Application Processor (AP) packaging 6

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis o Synthesiso Packageo ASIC Dieo MEMS Die

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

About System Plus

A10 Package Opening

Page 7: Application Processor for Smartphone€¦ · technology. The Apple A10 can be found in the iPhone 7 series. The HiSilicon Kirin 955 can be found in the Huawei P9 and the Samsung Exynos

©2016 System Plus Consulting | 2016 Comparison of Application Processor (AP) packaging 7

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis o Synthesiso Packageo ASIC Dieo MEMS Die

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

About System Plus

A10 Package Opening

Page 8: Application Processor for Smartphone€¦ · technology. The Apple A10 can be found in the iPhone 7 series. The HiSilicon Kirin 955 can be found in the Huawei P9 and the Samsung Exynos

©2016 System Plus Consulting | 2016 Comparison of Application Processor (AP) packaging 8

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis o Synthesiso Packageo ASIC Dieo MEMS Die

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

About System Plus

Package Opening Comparison

Page 9: Application Processor for Smartphone€¦ · technology. The Apple A10 can be found in the iPhone 7 series. The HiSilicon Kirin 955 can be found in the Huawei P9 and the Samsung Exynos

©2016 System Plus Consulting | 2016 Comparison of Application Processor (AP) packaging 9

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis o Synthesiso Packageo ASIC Dieo MEMS Die

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

About System Plus

A10 Package Cross-Section

Page 10: Application Processor for Smartphone€¦ · technology. The Apple A10 can be found in the iPhone 7 series. The HiSilicon Kirin 955 can be found in the Huawei P9 and the Samsung Exynos

©2016 System Plus Consulting | 2016 Comparison of Application Processor (AP) packaging 10

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis o Synthesiso Packageo ASIC Dieo MEMS Die

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

About System Plus

A10 Package Cross-Section

Page 11: Application Processor for Smartphone€¦ · technology. The Apple A10 can be found in the iPhone 7 series. The HiSilicon Kirin 955 can be found in the Huawei P9 and the Samsung Exynos

©2016 System Plus Consulting | 2016 Comparison of Application Processor (AP) packaging 11

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis o Synthesiso Packageo ASIC Dieo MEMS Die

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

About System Plus

A10 Package Cross-Section

Page 12: Application Processor for Smartphone€¦ · technology. The Apple A10 can be found in the iPhone 7 series. The HiSilicon Kirin 955 can be found in the Huawei P9 and the Samsung Exynos

©2016 System Plus Consulting | 2016 Comparison of Application Processor (AP) packaging 12

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis o Synthesiso Packageo ASIC Dieo MEMS Die

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

About System Plus

A10 Package Cross-Section

Page 13: Application Processor for Smartphone€¦ · technology. The Apple A10 can be found in the iPhone 7 series. The HiSilicon Kirin 955 can be found in the Huawei P9 and the Samsung Exynos

©2016 System Plus Consulting | 2016 Comparison of Application Processor (AP) packaging 13

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis o Synthesiso Packageo ASIC Dieo MEMS Die

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

About System Plus

Package Cross-Section Comparison

Page 14: Application Processor for Smartphone€¦ · technology. The Apple A10 can be found in the iPhone 7 series. The HiSilicon Kirin 955 can be found in the Huawei P9 and the Samsung Exynos

©2016 System Plus Consulting | 2016 Comparison of Application Processor (AP) packaging 14

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis o Synthesiso Packageo ASIC Dieo MEMS Die

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

About System Plus

Dies Comparison

Page 15: Application Processor for Smartphone€¦ · technology. The Apple A10 can be found in the iPhone 7 series. The HiSilicon Kirin 955 can be found in the Huawei P9 and the Samsung Exynos

©2016 System Plus Consulting | 2016 Comparison of Application Processor (AP) packaging 15

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis o Synthesiso Packageo ASIC Dieo MEMS Die

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

About System Plus

Packages Land-Side Decoupling Capacitor

Page 16: Application Processor for Smartphone€¦ · technology. The Apple A10 can be found in the iPhone 7 series. The HiSilicon Kirin 955 can be found in the Huawei P9 and the Samsung Exynos

©2016 System Plus Consulting | 2016 Comparison of Application Processor (AP) packaging 16

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis o Synthesiso Packageo ASIC Dieo MEMS Die

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

About System Plus

Land-Side Decoupling Capacitor Footprint

Page 17: Application Processor for Smartphone€¦ · technology. The Apple A10 can be found in the iPhone 7 series. The HiSilicon Kirin 955 can be found in the Huawei P9 and the Samsung Exynos

©2016 System Plus Consulting | 2016 Comparison of Application Processor (AP) packaging 17

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis o Synthesiso Packageo ASIC Dieo MEMS Die

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

About System Plus

Soldered Land-Side Decoupling Capacitor Cross-Section

Page 18: Application Processor for Smartphone€¦ · technology. The Apple A10 can be found in the iPhone 7 series. The HiSilicon Kirin 955 can be found in the Huawei P9 and the Samsung Exynos

©2016 System Plus Consulting | 2016 Comparison of Application Processor (AP) packaging 18

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis o Synthesiso Packageo ASIC Dieo MEMS Die

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

About System Plus

Summary of the physical Data

Page 19: Application Processor for Smartphone€¦ · technology. The Apple A10 can be found in the iPhone 7 series. The HiSilicon Kirin 955 can be found in the Huawei P9 and the Samsung Exynos

©2016 System Plus Consulting | 2016 Comparison of Application Processor (AP) packaging 19

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis

Manufacturing Process Flowo Global Overviewo ASIC Front-End Processo MEMS Front-End Processo Packaging Process

Cost Analysis

Selling Price Analysis

About System Plus

Global Overview

Page 20: Application Processor for Smartphone€¦ · technology. The Apple A10 can be found in the iPhone 7 series. The HiSilicon Kirin 955 can be found in the Huawei P9 and the Samsung Exynos

©2016 System Plus Consulting | 2016 Comparison of Application Processor (AP) packaging 20

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis

Manufacturing Process Flow

Cost Analysiso Synthesiso Supply Chaino Yieldso ASIC Wafer & Die Costo MEMS Wafer & Die Costo Back-End Costo Component Cost

Selling Price Analysis

About System Plus

A10 Wafer & Die Cost

Page 21: Application Processor for Smartphone€¦ · technology. The Apple A10 can be found in the iPhone 7 series. The HiSilicon Kirin 955 can be found in the Huawei P9 and the Samsung Exynos

©2016 System Plus Consulting | 2016 Comparison of Application Processor (AP) packaging 21

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis

Manufacturing Process Flowo Global Overviewo ASIC Front-End Processo MEMS Front-End Processo Packaging Process

Cost Analysis

Selling Price Analysis

About System Plus

A10 Package Manufacturing Cost

Page 22: Application Processor for Smartphone€¦ · technology. The Apple A10 can be found in the iPhone 7 series. The HiSilicon Kirin 955 can be found in the Huawei P9 and the Samsung Exynos

©2016 System Plus Consulting | 2016 Comparison of Application Processor (AP) packaging 22

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis

Manufacturing Process Flow

Cost Analysiso Synthesiso Supply Chaino Yieldso ASIC Wafer & Die Costo MEMS Wafer & Die Costo Back-End Costo Component Cost

Selling Price Analysis

About System Plus

Component Cost

Page 23: Application Processor for Smartphone€¦ · technology. The Apple A10 can be found in the iPhone 7 series. The HiSilicon Kirin 955 can be found in the Huawei P9 and the Samsung Exynos

©2016 System Plus Consulting | 2016 Comparison of Application Processor (AP) packaging 23

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis

Manufacturing Process Flow

Cost Analysiso Synthesiso Supply Chaino Yieldso ASIC Wafer & Die Costo MEMS Wafer & Die Costo Back-End Costo Component Cost

Selling Price Analysis

About System Plus

Component Cost

Page 24: Application Processor for Smartphone€¦ · technology. The Apple A10 can be found in the iPhone 7 series. The HiSilicon Kirin 955 can be found in the Huawei P9 and the Samsung Exynos

©2016 System Plus Consulting | 2016 Comparison of Application Processor (AP) packaging 24

COMPANYSERVICES

Page 25: Application Processor for Smartphone€¦ · technology. The Apple A10 can be found in the iPhone 7 series. The HiSilicon Kirin 955 can be found in the Huawei P9 and the Samsung Exynos

©2016 System Plus Consulting | 2016 Comparison of Application Processor (AP) packaging 25

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

About System Pluso Company serviceso Feedbackso Contacto Legal

Business Models a Fields of Expertise

Custom Analyses(>130 analyses per year)

Reports(>40 reports per year)

Costing Tools

Trainings

Page 26: Application Processor for Smartphone€¦ · technology. The Apple A10 can be found in the iPhone 7 series. The HiSilicon Kirin 955 can be found in the Huawei P9 and the Samsung Exynos

©2016 System Plus Consulting | 2016 Comparison of Application Processor (AP) packaging 26

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

About System Pluso Company serviceso Feedbackso Contacto Legal

Feedbacks

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Page 27: Application Processor for Smartphone€¦ · technology. The Apple A10 can be found in the iPhone 7 series. The HiSilicon Kirin 955 can be found in the Huawei P9 and the Samsung Exynos

©2016 System Plus Consulting | 2016 Comparison of Application Processor (AP) packaging 27

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

About System Pluso Company serviceso Feedbackso Contacto Legal

Contact

Headquarters21 rue La Noue Bras de Fer44200 NantesFRANCE+33 2 40 18 09 [email protected]

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

America Sales OfficeSteve [email protected]

www.systemplus.fr

Asia Sales OfficeTakashi [email protected]

Mavis WANGGREATER [email protected]

NANTESHeadquarter

FRANKFURT/MAINEuropa Sales Office

LYONYOLE HQ

TOKYOYOLE KK

GREATER CHINAYOLE

PHOENIXYOLE Inc.

Page 28: Application Processor for Smartphone€¦ · technology. The Apple A10 can be found in the iPhone 7 series. The HiSilicon Kirin 955 can be found in the Huawei P9 and the Samsung Exynos

©2016 System Plus Consulting | 2016 Comparison of Application Processor (AP) packaging 28

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

About System Pluso Company serviceso Feedbackso Contacto Legal

Legal

DISCLAIMER

System Plus Consulting provides cost studies based on its knowledge of the manufacturing and selling prices of electronic componentsand systems. The given values are realistic estimates which do not bind System Plus Consulting nor the manufacturers quoted in thereport. System Plus Consulting is in no case responsible for the consequences related to the use which is made of the contents of thisreport. The quoted trademarks are property of their owners.

Reverse Costing® is a deposed brand, by System Plus Consulting.

SERVICES

Reverse costing analysis represents the best cost/price evaluation given the publically available data, and estimates completed byindustry experts.

These results are open for discussion. We can reevaluate this circuit with your information.