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1 Flip Chip Technology & the End Market William T. Chen ASE June 21 2004

Flip Chip End User Market - imaps.org Presentations/Session1... · identified Flip Chip CSP/BGA as the package ... wide implementation of Flip Chip today? 5 ... Three Flip Chip Applications

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Page 1: Flip Chip End User Market - imaps.org Presentations/Session1... · identified Flip Chip CSP/BGA as the package ... wide implementation of Flip Chip today? 5 ... Three Flip Chip Applications

1

Flip Chip Technology & the End Market

William T. ChenASE

June 21 2004

Page 2: Flip Chip End User Market - imaps.org Presentations/Session1... · identified Flip Chip CSP/BGA as the package ... wide implementation of Flip Chip today? 5 ... Three Flip Chip Applications

2

A Quotation

“If a man can make a better mouse-trap, though he build his house in the woods, the world will make a beaten path to his door”

Att. Ralph Waldo Emerson (1803 – 1882)

Page 3: Flip Chip End User Market - imaps.org Presentations/Session1... · identified Flip Chip CSP/BGA as the package ... wide implementation of Flip Chip today? 5 ... Three Flip Chip Applications

3

Brief History of Flip ChipC4 on Ceramic Substrate in IBM 360 1965

Evaporation 95/5 PbSn Process

Solder Bump Printing by Delco 1973Eutectic Solder

Invention of SLC on PWB in IBM 1986

Underfill Process developed in IBM 1987

High Volume Flip Chip BGA SRAM 1996Package shipped IBM

Page 4: Flip Chip End User Market - imaps.org Presentations/Session1... · identified Flip Chip CSP/BGA as the package ... wide implementation of Flip Chip today? 5 ... Three Flip Chip Applications

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Industry Forecast – 1990s

In the mid 1990’s Industry forecasts have identified Flip Chip CSP/BGA as the package of the future.

The “Future” is here today. More device applications are designed into Flip Chip.

What are the industry factors that contribute to wide implementation of Flip Chip today?

Page 5: Flip Chip End User Market - imaps.org Presentations/Session1... · identified Flip Chip CSP/BGA as the package ... wide implementation of Flip Chip today? 5 ... Three Flip Chip Applications

5

Outline

• Semiconductor & Industry Trend

• Flip Chip Infrastructures

• Applications & the End Market

• Wrap-Up

Page 6: Flip Chip End User Market - imaps.org Presentations/Session1... · identified Flip Chip CSP/BGA as the package ... wide implementation of Flip Chip today? 5 ... Three Flip Chip Applications

6

Semiconductor & Industry Trends

Page 7: Flip Chip End User Market - imaps.org Presentations/Session1... · identified Flip Chip CSP/BGA as the package ... wide implementation of Flip Chip today? 5 ... Three Flip Chip Applications

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World Semiconductor Forecast

0

50

100

150

200

250

300

2000 2001 2002 2003 2004 2005 2006 2007 2008

Revenue ($B)

Source: Gartner Dataquest June 2004

Page 8: Flip Chip End User Market - imaps.org Presentations/Session1... · identified Flip Chip CSP/BGA as the package ... wide implementation of Flip Chip today? 5 ... Three Flip Chip Applications

8

IC Capacity Growth & Feature Size Reduction

Source:Dataquest November 2003

0

200

400

600

800

1000

1200

1400

1600

1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008

WW

Waf

er p

rodu

ctio

n M

SI/Q

tr

65nm

90nm130nm

0.18 um

0.25 um

0.35um

> = 0.5um

Page 9: Flip Chip End User Market - imaps.org Presentations/Session1... · identified Flip Chip CSP/BGA as the package ... wide implementation of Flip Chip today? 5 ... Three Flip Chip Applications

9

Backend Growth: IDM & Subcon

4142

3530

2724

34

232421

191818

23

0

10

20

30

40

2000 2001 2002 2003 2004 2005 2006

US$ Billion

Total SemiconBack-endRevenues

IDM Back-endRevenues

Subcon Backend Share Growth from 35% to 45%

Subcon 03-06 CAGR = 21.5%

IDM 03-06 CAGR = 5.4%

Total Back-end 03-06 CAGR = 11.5%

Source : Dataquest

Page 10: Flip Chip End User Market - imaps.org Presentations/Session1... · identified Flip Chip CSP/BGA as the package ... wide implementation of Flip Chip today? 5 ... Three Flip Chip Applications

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Paradigm shift in customer requirement to Integrated Solution

CostFocus

TechnologyFocus

SolutionFocus

Valu

e

• Economic scale to reduce cost and available capacity to meet overflow demand critical

• Leadframe-based packages

• Primarily packaging only

• Advanced packaging and testing capabilities displace capacity as primary consideration, although cost remains important

• Substrate-based packages

• Packaging and increasingly testing

• Integrated solution including substrate design and close partnership with complementary service providers to reduce cycle time becomes necessary, together with cost reduction and advanced technology

• Flip chip packages

• SiP, 3D Packaging

• Packaging, testing and materials required

Page 11: Flip Chip End User Market - imaps.org Presentations/Session1... · identified Flip Chip CSP/BGA as the package ... wide implementation of Flip Chip today? 5 ... Three Flip Chip Applications

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Technology Evolution Changes The Value Chain

Source: Company estimates

30%15%

36%

11%

8%

23%21%

26%13%

17%

13%25%

45%11%

6%

SOJ

32 Leads

QFP

208 Leads

BGA

256 Balls

PDIP

8 Leads

Flip Chip

1100 Balls

Technology Evolution

40%15%

35%

4%

6%

30%6%

36%

6%

22%

Leadframe/Substrate Inspect & Test Mold/Underfill Wirebond/Bump Other

LF/S

Inspect/TestMold/

UF

WB/Bump

Other

Page 12: Flip Chip End User Market - imaps.org Presentations/Session1... · identified Flip Chip CSP/BGA as the package ... wide implementation of Flip Chip today? 5 ... Three Flip Chip Applications

12

15%

20%

25%

30%

35%

40%

45%

97 98 99 00 01 02 03 04 05 06 07

Americas

Japan

Europe

Asia Pacific Source SIA June 2004

Regional Shares of Semiconductor Consumption

Page 13: Flip Chip End User Market - imaps.org Presentations/Session1... · identified Flip Chip CSP/BGA as the package ... wide implementation of Flip Chip today? 5 ... Three Flip Chip Applications

13

Industry Trends Summary

• Growth in volume and % of 130 nm & 90 nm devices.

• Increasing demand on SAT service providers for solutions

• Value chain evolution in cost to substrate.

• Semiconductor consumption growth shift to Asia Pacific.

Page 14: Flip Chip End User Market - imaps.org Presentations/Session1... · identified Flip Chip CSP/BGA as the package ... wide implementation of Flip Chip today? 5 ... Three Flip Chip Applications

14

Flip Chip

Fine Pitch/Low k Wire Bonding

Flip Chip & Wire Bond

Turnkey Solution

Wafer Level Packaging

Stacked Die System on Chip

(SIP)

Communication

Consumer

Computing

BCC QFN

Green Solutions

MEMS & Image Sensor

Page 15: Flip Chip End User Market - imaps.org Presentations/Session1... · identified Flip Chip CSP/BGA as the package ... wide implementation of Flip Chip today? 5 ... Three Flip Chip Applications

15

Flip Chip Infrastructure

Page 16: Flip Chip End User Market - imaps.org Presentations/Session1... · identified Flip Chip CSP/BGA as the package ... wide implementation of Flip Chip today? 5 ... Three Flip Chip Applications

16

Assembly

Final Test

WLCSP, Module, System Assembly

& Test

Wafer Bumping/Probing

Engineering Test Dev

Substrate Design

Flip Chip Implementation

Bumping, Wafer Probe, Assembly, Substrate, & Final Test Services

Foundry

Substrate/Lead Frame Mfg

IC Circuit Design

Page 17: Flip Chip End User Market - imaps.org Presentations/Session1... · identified Flip Chip CSP/BGA as the package ... wide implementation of Flip Chip today? 5 ... Three Flip Chip Applications

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BUMPING WAFER SORTWAFER SORT ASSEMBLYASSEMBLYSUBSTRATESUBSTRATE FINAL TESTFINAL TEST

Wafer Bumping

Substantial Capex Equipment & resource investment Traditional part of major IDM’s wafer backendGrowing capabilities & capacities in Asia Pacific SAT’sBroadening Bumping Offerings

Eutectic, high lead & lead free soldersAu for LCD applications150mm/200 mm/300 mm wafers from diverse foundries

Challenges in Cu-Low k & Pb free, electromigrationGrowing application & market for WLCSP

Page 18: Flip Chip End User Market - imaps.org Presentations/Session1... · identified Flip Chip CSP/BGA as the package ... wide implementation of Flip Chip today? 5 ... Three Flip Chip Applications

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Wafer Probing after Wafer Bumping300/200/150 mm probing essential backend service

Few players with large probing & tester resourcesImportant not to be production/volume bottle neckChallenges:

Test frequencymixed signal/SIP/SOCBump pitch 150 um (array) & max bump counts

Key enabling Infrastructure with WLCSP

BUMPING WAFER SORT ASSEMBLYSUBSTRATE FINAL TEST

Wafer Probe

Page 19: Flip Chip End User Market - imaps.org Presentations/Session1... · identified Flip Chip CSP/BGA as the package ... wide implementation of Flip Chip today? 5 ... Three Flip Chip Applications

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BUMPING WAFER SORT ASSEMBLYSUBSTRATE FINAL TEST

Build Up (BU) Substrate de facto standard for Flip ChipTrend of Laser Via to replace Photoimagible Mat &

ProcessSubstrate is major cost item in total package costBU substrate suppliers emerging outside JapanMain users are microprocessor based companies Design & assembly critical to package performance &

cycle timeLaminate Substrate for low cost Flip Chip & FC CSP

Substrate

Page 20: Flip Chip End User Market - imaps.org Presentations/Session1... · identified Flip Chip CSP/BGA as the package ... wide implementation of Flip Chip today? 5 ... Three Flip Chip Applications

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Where “Rubber meets the Road” in FC Volume Manufacturing

Diverse BOM & Process to tackle Diverse Device, Bumps & Substrates

IDM inhouse s & SAT service suppliers Asia Pacific, US, Japan & Europe

Challenges inlarge dies, 90 nm Cu-low k devices, Green PackageSIP & stacked dies & low cost CSPelectromigration

BUMPING WAFER SORT ASSEMBLYSUBSTRATE FINAL TEST

Assembly

Page 21: Flip Chip End User Market - imaps.org Presentations/Session1... · identified Flip Chip CSP/BGA as the package ... wide implementation of Flip Chip today? 5 ... Three Flip Chip Applications

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Final Test

Major Capex & Resource Investments : user/customers have unique requirements Internal to IDM & few major SAT Service SuppliersIncreasing volume requires more testersSignificant maintenance costsTest Sockets, Handlers, Burn-in tools design & maintenancesTechnical Challenges

High frequency & powerRF, Mixed signal, SIP & SOCincrease package size & ball count

BUMPING WAFER SORT ASSEMBLYSUBSTRATE FINAL TEST

Page 22: Flip Chip End User Market - imaps.org Presentations/Session1... · identified Flip Chip CSP/BGA as the package ... wide implementation of Flip Chip today? 5 ... Three Flip Chip Applications

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Infrastructure

Essential Volume Manufacturing Capabilities for Turning Wafers into finished Flip Chip Packed devices.

Capabilities traditionally inside IDM’sGrowing Investments in Capabilities and Capacities in

SAT Services suppliersEnabling Flip Chip Implementations for all companies High I/O & often with large diesShare Bumping/Wafer Probe Capabilities with WLCSP

BUMPING WAFER SORT ASSEMBLYSUBSTRATE FINAL TEST

Page 23: Flip Chip End User Market - imaps.org Presentations/Session1... · identified Flip Chip CSP/BGA as the package ... wide implementation of Flip Chip today? 5 ... Three Flip Chip Applications

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FA Infrastructure

6“/8” / 12” Bumping

WLCSP

Fine-Pitch Wire Bonding

6”/8”/12” Flip Chip Assembly

SiP/Stacked-die

Green Technology

• Ansys• Flotherm• Psksi- T• Wind Tunnel• VXI System…

•• ITRIITRI••NCUNCU••NTUNTU••HKUSTHKUST•• IMRE IMRE

• Electromigration• Ansoft Spice Link• HFSS/Quad• Hspice• Autocad• 40 GHz Network

Analyzer• 50 GHz Probe• EMC/EMI…

• I-DEAS• ANSYS• LS-DYNA• AutoCAD• Moire

Interferometer• Shadow Moire• Electromigration…

• TMA• DSC• DMA• FT-IR• GC-MS• AFM• Auger ESCA…

Stress LabStress LabMaterial LabMaterial Lab

Electrical/System Electrical/System LabLab

Thermal LabThermal Lab

University & R&D University & R&D CollaborationsCollaborations

• X- ray• SAT• TDR• EDX• AES/XPS• SIMS…

FA LabFA Lab

Page 24: Flip Chip End User Market - imaps.org Presentations/Session1... · identified Flip Chip CSP/BGA as the package ... wide implementation of Flip Chip today? 5 ... Three Flip Chip Applications

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Concurrent Engineering within Infrastructure

Customer

ASE TEST

Wafer Fab

ASE MTL

ASE Assy

ASE Bumping

Tape Out

Wafer Out

Fast Track Product DevelopmentFast Track Product Development

Package Design

CustomerApproval

Program Engineering

Probe Card, Load & Burn-in Board Mfg.

Tooling/KitPreparation

SubstrateFabrication

Package Assembly

F/T

Review

Bumping/ProbingBump Mask Design

Page 25: Flip Chip End User Market - imaps.org Presentations/Session1... · identified Flip Chip CSP/BGA as the package ... wide implementation of Flip Chip today? 5 ... Three Flip Chip Applications

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Four Generic Flip Chip Package Types

I/O Count

Perf

orm

ance

FC-CSPRF Device

Power RegulatorMemory

FC-BGAChipsetGraphicsCPU

HFC-BGAGraphics ChipsetNetwork Switching

Programmable Logic DeviceTransmissionWorkstation

SiP Flip Chip

RF Module, Networking, Graphics

Page 26: Flip Chip End User Market - imaps.org Presentations/Session1... · identified Flip Chip CSP/BGA as the package ... wide implementation of Flip Chip today? 5 ... Three Flip Chip Applications

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Multi-Chip Flip Chip Examples-

Heat SpreaderHeat SpreaderPassive ComponentsPassive Components

MemoryMemory

Flip Chip DieFlip Chip Die

Page 27: Flip Chip End User Market - imaps.org Presentations/Session1... · identified Flip Chip CSP/BGA as the package ... wide implementation of Flip Chip today? 5 ... Three Flip Chip Applications

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HFC BGA Family

Computer: PC Graphics/Chipsets, Servers and High-End applications, Microprocessors for PCs & Servers,

PDA, PLD.

Telecom: Networking, Switching, Transmission, Cellular Base Stations.

Page 28: Flip Chip End User Market - imaps.org Presentations/Session1... · identified Flip Chip CSP/BGA as the package ... wide implementation of Flip Chip today? 5 ... Three Flip Chip Applications

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FC BGA Family

Computer: PC Graphics/Chipsets, Server and High- End applications, Microprocessors for PCs & Servers, PLD, PDA.

Telecom: Network products (LAN), Switching, Transmission, Cellular base stations.

Page 29: Flip Chip End User Market - imaps.org Presentations/Session1... · identified Flip Chip CSP/BGA as the package ... wide implementation of Flip Chip today? 5 ... Three Flip Chip Applications

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Flip Chip CSP Family

Consumer: Camcorders, Digital Cameras, PDA, DVD…

Computer: Voltage Regulators, High-Speed Memory, PC Cards, Peripherals…

Telecom: Pagers, Cellular Handsets,...

Page 30: Flip Chip End User Market - imaps.org Presentations/Session1... · identified Flip Chip CSP/BGA as the package ... wide implementation of Flip Chip today? 5 ... Three Flip Chip Applications

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Device Applications & the End Markets

Page 31: Flip Chip End User Market - imaps.org Presentations/Session1... · identified Flip Chip CSP/BGA as the package ... wide implementation of Flip Chip today? 5 ... Three Flip Chip Applications

31

MCU/MPU100M 17%

ASIC/LOGIC4M 40%

ASIC/LOGIC6M 35%

ASIC/LOGIC15M 3%

DSP4M 40%

DSP6M 35%

DSP290M 50%

Memory100M 17%

Analog/Power Management

2M 20%

Analog/PowerManagement

75M 13%

Analog/PowerManagement

5M 30%

WY24.086bp-flipchip

2002

2007

2003

Total: 17M Units Total: 580M Units

Total: 10M Units

FC-CSP BY APPLICATIONSource: Prismark April 20044

ATI Graphics Chip in FC-CSP

34.086bp

Page 32: Flip Chip End User Market - imaps.org Presentations/Session1... · identified Flip Chip CSP/BGA as the package ... wide implementation of Flip Chip today? 5 ... Three Flip Chip Applications

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MPU/MCU10M 8.3%

ASIC/Logic17M 14%

Chipset/MPR73M 61%

Graphics3M 2.5%

DSP6M 5%

Memory11M 9%

FLIP CHIP PBGA CONSUMPTION BY DEVICE TYPE−

Total: 120M Units

Total: 682M Units

Total: 180M Units

2002

2007

WY24.088bp-pbga

2003MPU/MCU16M 9%

MPU/MCU50M 7%

ASIC/Logic25M 14%

ASIC/Logic101M 15%

Chipset/MPR95M 54%

Chipset/MPR288M 42%

Graphics17M 9.4%

Graphics137M 20%

DSP13M 7%

DSP76M 11%

Memory14M 8%

Memory30M 4%

Source: Prismark April 2004

Page 33: Flip Chip End User Market - imaps.org Presentations/Session1... · identified Flip Chip CSP/BGA as the package ... wide implementation of Flip Chip today? 5 ... Three Flip Chip Applications

33

Semiconductor Growth by End Market

Industrial / Minitary, 9.0%

Consumer, 17.1%

Other Comminucation,

10.8%

Other Computer, 12.9%

Automotive, 7.8%

Personal Computer ,

30.2%

Cell Phone , 12.2%

Semiconductor revenue forecast 2004 $199B Source SIA June 2004

2004Personal Computer

shipment+13%(units)

2004Digital

Camera+20%(units)

2004DVD

Consumer+35%(units)

2004Cell Phoneshipment

+15%(units)

Page 34: Flip Chip End User Market - imaps.org Presentations/Session1... · identified Flip Chip CSP/BGA as the package ... wide implementation of Flip Chip today? 5 ... Three Flip Chip Applications

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Three Flip Chip Applications End Markets

PC & NotebooksMicroprocessors already in Flip ChipIncreasing FC in Chipsets & Graphics Processors

Video GamesGame Processors with heavy computing demand

Cell PhonesFC CSP applicationsWLCSP

Page 35: Flip Chip End User Market - imaps.org Presentations/Session1... · identified Flip Chip CSP/BGA as the package ... wide implementation of Flip Chip today? 5 ... Three Flip Chip Applications

35

Wrap UP

Page 36: Flip Chip End User Market - imaps.org Presentations/Session1... · identified Flip Chip CSP/BGA as the package ... wide implementation of Flip Chip today? 5 ... Three Flip Chip Applications

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Flip Chip is now Available to All

• Flip Chip implementation requires full infrastructure• Flip Chip infrastructure growth in SATs • Major end market in PC & Notebook expanding from

Microprocessors to Chipsets & Graphic processor• Projected expansion to Video Game ASIC Processors

& Cell Phone Device Applications• Major package solution for 90 nm devices & beyond • WLCSP leveraging FC high volume production

facilities for expanding applications and infrastructure growth

Page 37: Flip Chip End User Market - imaps.org Presentations/Session1... · identified Flip Chip CSP/BGA as the package ... wide implementation of Flip Chip today? 5 ... Three Flip Chip Applications

37

Thank you for your participation

Page 38: Flip Chip End User Market - imaps.org Presentations/Session1... · identified Flip Chip CSP/BGA as the package ... wide implementation of Flip Chip today? 5 ... Three Flip Chip Applications

38

Copyright © 2004 by Advanced Semiconductor Engineering, Inc.

All rights reserved.

Other company, product, or service names may be trademarks or service marks of others.

The materials in this presentation may not be reproduced, in whole or in part, in any manner or in any form or otherwise without the written permission of Advanced Semiconductor Engineering, Inc.