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©2019 by System Plus Consulting | Sunny Optical Folded Optics “Periscope” Camera Module 1Report Ref.: SP19469
22 bd Benoni Goullin44200 NANTES - FRANCE +33 2 40 18 09 16 [email protected] www.systemplus.fr
Sunny Optical Folded Optics “Periscope” Camera Modulex5 optical zoom in Huawei P30 ProSP19469 - IMAGING report by Audrey LAHRACH
PHYSICAL ANALYSIS done by Guillaume CHEVALIERJuly 2019 – Sample
REVERSE COSTING® – STRUCTURAL, PROCESS & COST REPORT
©2019 by System Plus Consulting | Sunny Optical Folded Optics “Periscope” Camera Module 2Report Ref.: SP19469
Table of Contents
Overview / Introduction 4
o Executive Summary
o Reverse Costing Methodology
Company Profile & Supply Chain 8
o Sony
o TDK
o Sunny Optical
Physical Analysis 14
o Summary of the Physical Analysis
o Smartphone disassembly
o Folded Optic Periscope CM
Module Views
Module Disassembly
Module Cross-Section
o Prism Part
View & Dimensions
Disassembly
o Lens Module
View & Dimensions
Disassembly
o Camera Module Cross-Section
o CIS Die
CIS Die View & Dimensions
CIS Delayering & main Blocs
CIS Die Process
CIS Die Cross-Section
CIS Die Process Characteristic
Comparison with the Huawei P20 Telephoto Camera 75
Sensor Manufacturing Process 80
o Logic Circuit Front-End Process
o Pixel Array Front-End Process
o BSI + Cu-Cu Hybrid Bonding + Microlens Processes
o CIS Wafer Fabrication Unit
o Final Test & Packaging Fabrication unit
Cost Analysis 88
o Summary of the cost analysis
o Yields Explanation & Hypotheses
o CMOS Image Sensor Cost
Logic Circuit Front-End Cost
Pixel Array Front-End Cost
BSI & Cu-Cu Hybrid Bonding Front-End Cost
Color Filter & Microlens Front-End Cost
Total Front-End Cost
Back-End: Tests & Dicing
CIS Wafer and Die Cost
o Camera Module Assembly Cost
Lens Module Cost
AFA/OIS Cost
Prism Cost
Final Assembly Cost
o Camera Module Cost
Cost Comparison 105
Selling price 109
Feedbacks 111
SystemPlus Consulting services 113
©2019 by System Plus Consulting | Sunny Optical Folded Optics “Periscope” Camera Module 3Report Ref.: SP19469
Overview / Introductiono Executive Summaryo Reverse Costing
Methodologyo Glossary
Company Profile & Supply Chain
Physical Analysis
Physical Comparison
Manufacturing Process Flow
Cost Analysis
Cost Comparison
Selling Price Analysis
Related Reports
About System Plus
Executive Summary
This full reverse costing study has been conducted to provide insight on technology data, manufacturing cost and selling priceof the Huawei P30 Pro Folded Optics Periscope Camera Module.
The competition for the best camera phone is led by Huawei with its latest flagship product, the P30 Pro. Huawei has been in this position before, as its P9 model was among the first to switch to dual cameras on the back. The module in the P30 Pro that integrates a CMOS Image Sensor (CIS) from Sony, which uses Exmor-RS Technology, has now an 8.2M pixel resolution telephoto camera offering x5 optical zoom and x50 digital zoom.
The Huawei P30 Pro Periscope Camera is integrated in a quad camera solution in the rear face of the phone. The quad camera solution includes a main camera, a wide-angle camera and a folded optic periscope for the telephoto camera function, combined with a time-of-flight (TOF) camera. This configuration produces better photo quality.
The P30 Pro telephoto camera module has dimensions of 29mm x 17.8mm x 5.85mm. It is equipped with a Sony CIS, a Sunny optical 5-element lens and prism, and a TDK autofocus (AF) and optical image stabilization (OIS) component.
This is the first camera that integrates a prism in the optical part. Thanks to the prism, the CIS receives light at 90° compared to the direction of the photo taken. This gives more space for the optical module to move compare to standard telephoto camera module.
The report includes a complete technology and cost analysis of the Huawei P30 Pro folded optic periscope camera module that includes the CIS die, the lens module, the prism, the voice coil motor (VCM) and the housing. Also, comparisons with the Huawei P20 Pro telephoto camera are provided. These comparisons highlight structures, technical choices and manufacturing cost.
©2019 by System Plus Consulting | Sunny Optical Folded Optics “Periscope” Camera Module 4Report Ref.: SP19469
Overview / Introductiono Executive Summaryo Reverse Costing
Methodologyo Glossary
Company Profile & Supply Chain
Physical Analysis
Physical Comparison
Manufacturing Process Flow
Cost Analysis
Cost Comparison
Selling Price Analysis
Related Reports
About System Plus
The reverse costing analysis is conducted in 3 phases:
Teardown analysis
• Package is analyzed and measured• The dies are extracted in order to get overall data: dimensions, main blocks, pad number and pin out, die marking• Setup of the manufacturing process.
Costing analysis
• Setup of the manufacturing environment• Cost simulation of the process steps
Selling price analysis
• Supply chain analysis• Analysis of the selling price
Executive Summary
©2019 by System Plus Consulting | Sunny Optical Folded Optics “Periscope” Camera Module 5Report Ref.: SP19469
Overview / Introduction
Company Profile & Supply Chain
Physical Analysis o Smartphone disassemblyo Folded Optics Periscope CMo Prism Parto Lens Moduleo Camera Module Cross-
Sectiono CIS Die
Physical Comparison
Manufacturing Process Flow
Cost Analysis
Cost Comparison
Selling Price Analysis
Related Reports
About System Plus
Periscope Camera Module Views & Dimensions
Periscope CM Back View©2019 by System Plus Consulting
Periscope CM Front View©2019 by System Plus Consulting
17.8 mm
29
mm
5.85 mm
Periscope CM Back View©2019 by System Plus Consulting
XX
mm
Connector
2x16 Positions
XX mm
©2019 by System Plus Consulting | Sunny Optical Folded Optics “Periscope” Camera Module 6Report Ref.: SP19469
Overview / Introduction
Company Profile & Supply Chain
Physical Analysis o Smartphone disassemblyo Folded Optics Periscope CMo Prism Parto Lens Moduleo Camera Module Cross-
Sectiono CIS Die
Physical Comparison
Manufacturing Process Flow
Cost Analysis
Cost Comparison
Selling Price Analysis
Related Reports
About System Plus
Periscope Camera Module RX View
Periscope CM Overview – X-ray view©2019 by System Plus Consulting
CIS Die Lens Module PrismSolder Copper tracksConnector
Metal CoverMagnet
©2019 by System Plus Consulting | Sunny Optical Folded Optics “Periscope” Camera Module 7Report Ref.: SP19469
Overview / Introduction
Company Profile & Supply Chain
Physical Analysis o Smartphone disassemblyo Folded Optics Periscope CMo Prism Parto Lens Moduleo Camera Module Cross-
Sectiono CIS Die
Physical Comparison
Manufacturing Process Flow
Cost Analysis
Cost Comparison
Selling Price Analysis
Related Reports
About System Plus
Periscope Camera Module Disassembly – FPC Substrate Removed
©2019 by System Plus Consulting | Sunny Optical Folded Optics “Periscope” Camera Module 8Report Ref.: SP19469
Overview / Introduction
Company Profile & Supply Chain
Physical Analysis o Smartphone disassemblyo Folded Optics Periscope CMo Prism Parto Lens Moduleo Camera Module Cross-
Sectiono CIS Die
Physical Comparison
Manufacturing Process Flow
Cost Analysis
Cost Comparison
Selling Price Analysis
Related Reports
About System Plus
Periscope Prism Overview
Periscope prism Overview©2019 by System Plus Consulting
xxxx
Periscope prism Overview©2019 by System Plus Consulting
©2019 by System Plus Consulting | Sunny Optical Folded Optics “Periscope” Camera Module 9Report Ref.: SP19469
Overview / Introduction
Company Profile & Supply Chain
Physical Analysis o Smartphone disassemblyo Folded Optics Periscope CMo Prism Parto Lens Moduleo Camera Module Cross-
Sectiono CIS Die
Physical Comparison
Manufacturing Process Flow
Cost Analysis
Cost Comparison
Selling Price Analysis
Related Reports
About System Plus
Periscope Lens Module Disassembly
Lens module Disassembly – Metal Cover removed©2019 by System Plus Consulting
©2019 by System Plus Consulting | Sunny Optical Folded Optics “Periscope” Camera Module 10Report Ref.: SP19469
Overview / Introduction
Company Profile & Supply Chain
Physical Analysis o Smartphone disassemblyo Folded Optics Periscope CMo Prism Parto Lens Moduleo Camera Module Cross-
Sectiono CIS Die
Physical Comparison
Manufacturing Process Flow
Cost Analysis
Cost Comparison
Selling Price Analysis
Related Reports
About System Plus
Package Cross-Section
Package Cross-section plane #1©2019 by System Plus Consulting
Cross-section plane #1
#1
Flex
PC
B
Lens
Barrel
Prism
Magnet
Coil
CIS Die
Filter
©2019 by System Plus Consulting | Sunny Optical Folded Optics “Periscope” Camera Module 11Report Ref.: SP19469
Overview / Introduction
Company Profile & Supply Chain
Physical Analysis o Smartphone disassemblyo Folded Optics Periscope CMo Prism Parto Lens Moduleo Camera Module Cross-
Sectiono CIS Die
Physical Comparison
Manufacturing Process Flow
Cost Analysis
Cost Comparison
Selling Price Analysis
Related Reports
About System Plus
CIS Overview & Dimensions
Die Sensor - Overview©2019 by System Plus Consulting
xxxx
mm
xxx mm
o Die Area: xxx mm²(xxx x xxx mm)
o Nb of PGDW per 12-inch wafer: xxxx
o Pad number: xx
o Connected: xx
o Pixel array: xxxmm²(xxx x xxx mm)
o CIS resolution: 3300x2475 (8.2Mp)
o Pixel area: xxxµm²
o Pixel size: xxxµm
©2019 by System Plus Consulting | Sunny Optical Folded Optics “Periscope” Camera Module 12Report Ref.: SP19469
Overview / Introduction
Company Profile & Supply Chain
Physical Analysis o Smartphone disassemblyo Folded Optics Periscope CMo Prism Parto Lens Moduleo Camera Module Cross-
Sectiono CIS Die
Physical Comparison
Manufacturing Process Flow
Cost Analysis
Cost Comparison
Selling Price Analysis
Related Reports
About System Plus
Sensor Process – Technology Node
MOS Gate Length Measurement - SEM View©2019 by System Plus Consulting
CMOS Transistors - SEM View©2019 by System Plus Consulting
o The process uses CMOS transistors
o MOS transistor gate length: xxnm
o Technology node: xxnm
xxnm
©2019 by System Plus Consulting | Sunny Optical Folded Optics “Periscope” Camera Module 13Report Ref.: SP19469
Overview / Introduction
Company Profile & Supply Chain
Physical Analysis o Smartphone disassemblyo Folded Optics Periscope CMo Prism Parto Lens Moduleo Camera Module Cross-
Sectiono CIS Die
Physical Comparison
Manufacturing Process Flow
Cost Analysis
Cost Comparison
Selling Price Analysis
Related Reports
About System Plus
Metal Layers Cross-Section - SEM View©2019 by System Plus Consulting
Sensor Cross-Section – Metal Layers
Pixel Array circuit(BSI)
Logic circuit
Active silicon with pixels
Microlenses & Color filters
CIS Circuit Metal Layers
Logic Circuit Metal Layers
Silicon Substrate
©2019 by System Plus Consulting | Sunny Optical Folded Optics “Periscope” Camera Module 14Report Ref.: SP19469
Overview / Introduction
Company Profile & Supply Chain
Physical Analysis
Physical Comparison
Manufacturing Process Flowo Logic Circuit FE Processo Pixel Array FE Processo BSI + Hybrid Bonding +
Microlens Processeso CIS Wafer Fab Unito Final Test & Packaging Fab
unit
Cost Analysis
Cost Comparison
Selling Price Analysis
Related Reports
About System Plus
CIS Front-End Process
©2019 by System Plus Consulting | Sunny Optical Folded Optics “Periscope” Camera Module 15Report Ref.: SP19469
Overview / Introduction
Company Profile & Supply Chain
Physical Analysis
Physical Comparison
Manufacturing Process Flow
Cost Analysiso Cost Analysis Summaryo Yields Explanation &
Hypotheseso CIS Sensor Costo Camera Module Assembly
Costo Camera Module Cost
Cost Comparison
Selling Price Analysis
Related Reports
About System Plus
Logic Circuit Front-End Cost
The front-end cost for logic circuit ranges from $xxx to $xxx according toyield variations.
The largest portion of the manufacturing cost is due to the xxxxxxxxx atxx%.
We estimate a gross margin of xx% for the foundry xxxx, which results in afront-end price ranging from $xxxx to $xxx. This corresponds to the sellingprice to xxxx.
©2019 by System Plus Consulting | Sunny Optical Folded Optics “Periscope” Camera Module 16Report Ref.: SP19469
Overview / Introduction
Company Profile & Supply Chain
Physical Analysis
Physical Comparison
Manufacturing Process Flow
Cost Analysiso Cost Analysis Summaryo Yields Explanation &
Hypotheseso CIS Sensor Costo Camera Module Assembly
Costo Camera Module Cost
Cost Comparison
Selling Price Analysis
Related Reports
About System Plus
Total CIS Front-End Cost
The front-end cost for the CIS ranges from $xxxx to $xxxxaccording to yield variations.
The largest portion of the manufacturing cost is due to the xxxxat xxx%.
©2019 by System Plus Consulting | Sunny Optical Folded Optics “Periscope” Camera Module 17Report Ref.: SP19469
Overview / Introduction
Company Profile & Supply Chain
Physical Analysis
Physical Comparison
Manufacturing Process Flow
Cost Analysiso Cost Analysis Summaryo Yields Explanation &
Hypotheseso CIS Sensor Costo Camera Module Assembly
Costo Camera Module Cost
Cost Comparison
Selling Price Analysis
Related Reports
About System Plus
Lens Module Cost
©2019 by System Plus Consulting | Sunny Optical Folded Optics “Periscope” Camera Module 18Report Ref.: SP19469
Overview / Introduction
Company Profile & Supply Chain
Physical Analysis
Physical Comparison
Manufacturing Process Flow
Cost Analysiso Cost Analysis Summaryo Yields Explanation &
Hypotheseso CIS Sensor Costo Camera Module Assembly
Costo Camera Module Cost
Cost Comparison
Selling Price Analysis
Related Reports
About System Plus
Camera Module Cost
©2019 by System Plus Consulting | Sunny Optical Folded Optics “Periscope” Camera Module 19Report Ref.: SP19469
Overview / Introduction
Company Profile & Supply Chain
Physical Analysis
Physical Comparison
Manufacturing Process Flow
Cost Analysis
Cost Comparison
Selling Price Analysis
Related Reports
About System Plus
Related Reports
MARKET AND TECHNOLOGY REPORTS - YOLE DÉVELOPPEMENT
IMAGING• Status of the Camera Module Industry 2019 – Focus on Wafer
Level Optics• Status of the CMOS Image Sensor Industry 2018• CMOS Image Sensor Service – Imaging Research
REVERSE COSTING ANALYSES - SYSTEM PLUS CONSULTING
IMAGING• Mobile CMOS Image Sensor Comparison 2019• Mobile Camera Module Comparison 2019• Huawei Mate 20 Pro’s 3D Depth-Sensing System
©2019 by System Plus Consulting | Sunny Optical Folded Optics “Periscope” Camera Module 20Report Ref.: SP19469
COMPANYSERVICES
©2019 by System Plus Consulting | Sunny Optical Folded Optics “Periscope” Camera Module 21Report Ref.: SP19469
Overview / Introduction
Company Profile & Supply Chain
Physical Analysis
Physical Comparison
Manufacturing Process Flow
Cost Analysis
Cost Comparison
Selling Price Analysis
Related Reports
About System Pluso Company serviceso Contact
Business Models Fields of Expertise
Custom Analyses(>130 analyses per year)
Reports(>60 reports per year)
Costing Tools
Trainings
©2019 by System Plus Consulting | Sunny Optical Folded Optics “Periscope” Camera Module 22Report Ref.: SP19469
Overview / Introduction
Company Profile & Supply Chain
Physical Analysis
Physical Comparison
Manufacturing Process Flow
Cost Analysis
Cost Comparison
Selling Price Analysis
Related Reports
About System Pluso Company serviceso Contact
Contact
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