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©2021 by System Plus Consulting | SPR21584 - Samsung 128-layer V-NAND Memory | Sample 1

22 bd Benoni Goullin44200 NANTES - FRANCE +33 2 40 18 09 16 info@systemplus.fr www.systemplus.fr

REVERSE COSTING® – STRUCTURAL, PROCESS AND COST REPORT

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22 bd Benoni Goullin44200 NANTES - FRANCE +33 2 40 18 09 16 info@systemplus.fr www.systemplus.fr

Samsung’s 6th-generation 3D NAND TLC with 128 active wordlines in a single deck array with side peripheral logic.

SPR21584 - Memory report by Belinda DubePhysical analysis by Véronique Le Troadec

November 2021 – Sample

REVERSE COSTING® – STRUCTURAL, PROCESS & COST REPORT

Samsung 128-layer V-NAND Memory

©2021 by System Plus Consulting | SPR21584 - Samsung 128-layer V-NAND Memory | Sample 2

Table of Contents

Overview / Introduction 4

o Executive Summary

o Reverse Costing Methodology

Company Profile 9

o Samsung Financials

o Samsung Products

o Samsung Location

o Samsung 3D NAND Memory

Physical Analysis 19

o Samsung 980 PRO SSD Overview 22

o Samsung 980 PRO SSD Teardown 25

o Memory Package 27

✓ Memory Package View & Dimensions

✓ Memory Package Cross-Section

✓ Memory Package Opening

o Memory Die 35

✓ Memory Die View & Dimensions

✓ Memory Die Cross-Section

✓ Memory Die Delayering

✓ Patents

Comparison 64-layer, 92-layer, 128-layer 66

✓ SSD Comparison

✓ Memory Package

✓ Memory Die Area and Density

✓ Memory Die Cross Section

✓ Memory CMOS Transistors

✓ Memory Cost

Memory Manufacturing Process 72

o Memory Die Front-End Process

o Memory Die Fabrication Unit

o Memory Manufacturing Process

o Packaging & Final Test

Cost Analysis 83

o Summary of the cost analysis 84

o Yields Explanation & Hypotheses 86

o Memory die 88

✓ Memory Die Front-End Cost

✓ Memory Die Probe Test, Thinning & Dicing

✓ Memory Die Wafer Cost

✓ Memory Die Cost

✓ Memory Packaging Cost

✓ Memory Component Cost

✓ Memory Cost per Gb

Selling price 99

Feedback 102

Related Analyses 104

System Plus Consulting Services 106

©2021 by System Plus Consulting | SPR21584 - Samsung 128-layer V-NAND Memory | Sample 3

Overview / Introductiono Executive Summaryo Reverse Costing

Methodologyo Glossary

Company Profile & Supply Chain

Physical Analysis

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Related Analyses

About System Plus Consulting

Executive Summary

Samsung is a giant in the NAND market, dominating for several years. In 2020, the company was the world's top NAND flash maker with amarket share of 34%, followed by Japan's Kioxia Corp. with 21% and U.S. chipmaker Western Digital Corp. with 18%.

There is an explosive worldwide growth of data production causing the demand for high-performing, reliable non-volatile memory. NANDmemory providers are continuously pushing the limits of 3D stacking to provide improved storage density with each generation of 3DNAND memories.

Samsung’s vertical-NAND flash technology satisfies rising data demands by increasing the number of stacked layers. Vertical stacking ofmemory cells or wordlines creates a three-dimensional structure which overcomes the capacity limitations. Samsung first commercializedits 24-layered V-NAND in 2013 and today has reached 128 layers in its 6th-generation V-NAND. This 6th-generation design stacks a totalof 136-layer wordlines in a single tier. Meanwhile, NAND memory competitors are using a double-stack technology to develop their 3DNAND stacked memories, yet Samsung sticks to using a single stack which requires a more advanced etching technique and results in anincreased high-aspect ratio. The company’s sixth-generation V-NAND adds almost 40% more cells to the previous 92-layer 5th-generation V-NAND, resulting in an almost 25% chip area reduction.

This report presents a detailed study of Samsung’s latest 128-layer V-NAND using charge trap flash and triple-level cell NAND memorycells. The high-quality optical images and high-resolution scanning electron microscope (SEM) images are extracted to give physicaldetails of the package and die cross-sections, including material identification. Also included are process details to better understand themajor fabrication steps. Additionally, this report provides a cost estimation for producing the memory wafer with multiple wordlines, thedie cost, and the packaging cost.

Finally, this report features a comparison of Samsung’s previous-generation memories: this includes Gen 4 with 64 layers, Gen 5 with 92layers, and Gen 6 with 128 layers. This comparison summary comprises the package and die physical comparison, die density, wafer cost,and die cost. It also identifies the similar physical features and the evolution of Samsung’s V-NAND with each generation.

©2021 by System Plus Consulting | SPR21584 - Samsung 128-layer V-NAND Memory | Sample 4

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis o Summaryo SSD Overviewo Package Assembly

o Views & Dimensionso Cross-Sectiono Opening

o Memory Dieo Views & Dimensionso Die Cross-sectiono Delayeringo Patents

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Cost Comparison

Selling Price Analysis

Related Analyses

About System Plus Consulting

Summary of the Physical Analysis

NAND Memory Assembly©2021 by System Plus Consulting

©2021 by System Plus Consulting | SPR21584 - Samsung 128-layer V-NAND Memory | Sample 5

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis o Summaryo SSD Overviewo Package Assembly

o Views & Dimensionso Cross-Sectiono Opening

o Memory Dieo Views & Dimensionso Die Cross-sectiono Delayeringo Patents

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Cost Comparison

Selling Price Analysis

Related Analyses

About System Plus Consulting

Package Cross Section

©2021 by System Plus Consulting | SPR21584 - Samsung 128-layer V-NAND Memory | Sample 6

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis o Summaryo SSD Overviewo Package Assembly

o Views & Dimensionso Cross-Sectiono Opening

o Memory Dieo Views & Dimensionso Die Cross-sectiono Delayeringo Patents

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Cost Comparison

Selling Price Analysis

Related Analyses

About System Plus Consulting

Die Overview

©2021 by System Plus Consulting | SPR21584 - Samsung 128-layer V-NAND Memory | Sample 7

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis o Summaryo SSD Overviewo Package Assembly

o Views & Dimensionso Cross-Sectiono Opening

o Memory Dieo Views & Dimensionso Die Cross-sectiono Delayeringo Patents

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Cost Comparison

Selling Price Analysis

Related Analyses

About System Plus Consulting

Memory Cross-Section – NAND Array and Metal layers

©2021 by System Plus Consulting | SPR21584 - Samsung 128-layer V-NAND Memory | Sample 8

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis o Summaryo SSD Overviewo Package Assembly

o Views & Dimensionso Cross-Sectiono Opening

o Memory Dieo Views & Dimensionso Die Cross-sectiono Delayeringo Patents

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Cost Comparison

Selling Price Analysis

Related Analyses

About System Plus Consulting

Memory Cross-Section – NAND Array and Metal layers

Memory Die Cross-Section 1 - SEM View©2021 by System Plus Consulting

©2021 by System Plus Consulting | SPR21584 - Samsung 128-layer V-NAND Memory | Sample 9

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis o Summaryo SSD Overviewo Package Assembly

o Views & Dimensionso Cross-Sectiono Opening

o Memory Dieo Views & Dimensionso Die Cross-sectiono Delayeringo Patents

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Cost Comparison

Selling Price Analysis

Related Analyses

About System Plus Consulting

Memory Cross-Section – NAND Array Channel Hole

©2021 by System Plus Consulting | SPR21584 - Samsung 128-layer V-NAND Memory | Sample 10

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis o Summaryo SSD Overviewo Package Assembly

o Views & Dimensionso Cross-Sectiono Opening

o Memory Dieo Views & Dimensionso Die Cross-sectiono Delayeringo Patents

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Cost Comparison

Selling Price Analysis

Related Analyses

About System Plus Consulting

Memory Cross-Section - Staircase

©2021 by System Plus Consulting | SPR21584 - Samsung 128-layer V-NAND Memory | Sample 11

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis o Summaryo SSD Overviewo Package Assembly

o Views & Dimensionso Cross-Sectiono Opening

o Memory Dieo Views & Dimensionso Die Cross-sectiono Delayeringo Patents

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Cost Comparison

Selling Price Analysis

Related Analyses

About System Plus Consulting

Memory Cross-Section - Channel Hole Contacts

©2021 by System Plus Consulting | SPR21584 - Samsung 128-layer V-NAND Memory | Sample 12

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis o Summaryo SSD Overviewo Package Assembly

o Views & Dimensionso Cross-Sectiono Opening

o Memory Dieo Views & Dimensionso Die Cross-sectiono Delayeringo Patents

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Cost Comparison

Selling Price Analysis

Related Analyses

About System Plus Consulting

Memory Cross-Section - Contacts

©2021 by System Plus Consulting | SPR21584 - Samsung 128-layer V-NAND Memory | Sample 13

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis o Summaryo SSD Overviewo Package Assembly

o Views & Dimensionso Cross-Sectiono Opening

o Memory Dieo Views & Dimensionso Die Cross-sectiono Delayeringo Patents

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Cost Comparison

Selling Price Analysis

Related Analyses

About System Plus Consulting

Memory Cross-Section - Contacts

©2021 by System Plus Consulting | SPR21584 - Samsung 128-layer V-NAND Memory | Sample 14

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis o Summaryo SSD Overviewo Package Assembly

o Views & Dimensionso Cross-Sectiono Opening

o Memory Dieo Views & Dimensionso Die Cross-sectiono Delayeringo Patents

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Cost Comparison

Selling Price Analysis

Related Analyses

About System Plus Consulting

Die Delayering– NAND Strings

Die Delayering - SEM View©2021 by System Plus Consulting

©2021 by System Plus Consulting | SPR21584 - Samsung 128-layer V-NAND Memory | Sample 15

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis o Summaryo SSD Overviewo Package Assembly

o Views & Dimensionso Cross-Sectiono Opening

o Memory Dieo Views & Dimensionso Die Cross-sectiono Delayeringo Patents

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Cost Comparison

Selling Price Analysis

Related Analyses

About System Plus Consulting

Die delayering – CMOS Transistors

P H Y S I C A LCOMPARISON

©2021 by System Plus Consulting | SPR21584 - Samsung 128-layer V-NAND Memory | Sample 17

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis

Physical Comparisono Package Comparisono Die Comparisono Die Cross Sectiono CMOS Transistorso Summary & Cost

Manufacturing Process Flow

Cost Analysis

Cost Comparison

Selling Price Analysis

Related Analyses

About System Plus Consulting

Die Comparison

©2021 by System Plus Consulting | SPR21584 - Samsung 128-layer V-NAND Memory | Sample 18

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis

Physical Comparisono Package Comparisono Die Comparisono Die Cross Sectiono CMOS Transistorso Summary & Cost

Manufacturing Process Flow

Cost Analysis

Cost Comparison

Selling Price Analysis

Related Analyses

About System Plus Consulting

Comparison – Memory Die

MANUFACTURINGPROCESS FLOW

©2021 by System Plus Consulting | SPR21584 - Samsung 128-layer V-NAND Memory | Sample 20

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis

Physical Comparison

Manufacturing Process Flowo Memory Die Front-End

Processo Memory Fabrication Unito Memory Die Process Stepso Final Test & Assembly Unit

Cost Analysis

Selling Price Analysis

Related Analyses

About System Plus Consulting

Channel Hole Formation

C O S TANALYSIS

©2021 by System Plus Consulting | SPR21584 - Samsung 128-layer V-NAND Memory | Sample 22

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis

Physical Comparison

Manufacturing Process Flow

Cost Analysiso Cost Analysis Summaryo Yields Explanation &

Hypotheseso NAND Memory Costo Packaging Costo Memory Component Costo Memory Cost per GB/Gb

Selling Price Analysis

Related Analyses

About System Plus Consulting

NAND Memory - Front-End Cost

©2021 by System Plus Consulting | SPR21584 - Samsung 128-layer V-NAND Memory | Sample 23

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis

Physical Comparison

Manufacturing Process Flow

Cost Analysiso Cost Analysis Summaryo Yields Explanation &

Hypotheseso NAND Memory Costo Packaging Costo Memory Component Costo Memory Cost per GB/Gb

Selling Price Analysis

Related Analyses

About System Plus Consulting

NAND Memory Steps Costs

©2021 by System Plus Consulting | SPR21584 - Samsung 128-layer V-NAND Memory | Sample 24

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis

Physical Comparison

Manufacturing Process Flow

Cost Analysiso Cost Analysis Summaryo Yields Explanation &

Hypotheseso NAND Memory Costo Packaging Costo Memory Component Costo Memory Cost per GB/Gb

Selling Price Analysis

Related Analyses

About System Plus Consulting

Memory Die Cost

©2021 by System Plus Consulting | SPR21584 - Samsung 128-layer V-NAND Memory | Sample 25

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis

Physical Comparison

Manufacturing Process Flow

Cost Analysiso Cost Analysis Summaryo Yields Explanation &

Hypotheseso NAND Memory Costo Packaging Costo Memory Component Costo Memory Cost per GB/Gb

Selling Price Analysis

Related Analyses

About System Plus Consulting

Component Cost

©2021 by System Plus Consulting | SPR21584 - Samsung 128-layer V-NAND Memory | Sample 26

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis

Physical Comparison

Manufacturing Process Flow

Cost Analysiso Cost Analysis Summaryo Yields Explanation &

Hypotheseso NAND Memory Costo Packaging Costo Memory Component Costo Memory Cost per GB/Gb

Selling Price Analysis

Related Analyses

About System Plus Consulting

Memory Cost per GB/Gb

©2021 by System Plus Consulting | SPR21584 - Samsung 128-layer V-NAND Memory | Sample 27

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Selling Price Analysiso Definitions of Priceo Component Price 256GB NAND

Related Analyses

About System Plus Consulting

Component Price 256GB

©2021 by System Plus Consulting | SPR21584 - Samsung 128-layer V-NAND Memory | Sample 28

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Related Analyses

About System Plus Consulting

Related Analyses

RELATED MONITORSRELATED REPORTS

By System Plus Consulting:• Intel 144-layer 3D NAND

Memory

• SK hynix 128-Layer NAND Memory

• YMTC’s 3D-NAND Flash Memory

By Yole Développement:• Memory Packaging 2021

• Status of the memory Industry 2021

• Equipment and Materials for 3D-NAND Manufacturing 2020

By Yole Développement:• NAND Quarterly Market

Monitor 2021

• DRAM Quarterly Market Monitor 2021

COMPANYSERVICES

©2021 by System Plus Consulting | SPR21584 - Samsung 128-layer V-NAND Memory | Sample 30

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Related Analyses

About System Plus Consultingo Company serviceso Contact

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.

Our Core Activity : Reverse Costing®

©2021 by System Plus Consulting | SPR21584 - Samsung 128-layer V-NAND Memory | Sample 31

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Related Analyses

About System Plus Consultingo Company serviceso Contact

Fields Of Expertise

©2021 by System Plus Consulting | SPR21584 - Samsung 128-layer V-NAND Memory | Sample 32

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

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 | SPR21584 - Samsung 128-layer V-NAND Memory | Sample 33

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

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 | SPR21584 - Samsung 128-layer V-NAND Memory | Sample 34

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Related Analyses

About System Plus Consultingo Company serviceso Contact

Contact

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