[SEMI Theater] Recent Developments in Advanced Packaging Materials and Markets

Advanced Packaging Market: Strong Growth for 2010 • Advanced Packaging includes BGAs, CSPs, flip chip, and WLPs – Showing strong growth – Growth in WLP market driven by mobile phones – Expansion in flip chip market driven by wireless conversion from wire bond to flip chip • Massive expansion in CAPEX by OSATS – Spending plans 2.7 times the level spent in 2009 by (ASE, Amkor, SPIL, STATS ChipPAC, Unisem, and UTAC)--includes expansion for plant and equipment – Conversion from gold to copper wire (orders for more than 5,000 copper wire bonders in 2010) – Capacity for 300mm bumping and wafer level packaging in short supply – Companies including ASE, STATS ChipPAC, TSMC adding capacity – Fanout WLP – 3D die stacking with through silicon via (TSV) requires new equipment – Micro bumps for TSV and silicon interposer applications SEIMCONWest7.10 © 2010 TechSearch International, Inc.

Flip Chip Growth Drivers • Flip chip growth for high performance devices – Microprocessors (all CPUs for PCs) – ASICs, FPGAs, and DSPs – Chipsets and Graphics – Digital TV and other media products • Trends toward copper pillar • Micro bumps for TSV • Future flip chip growth in wireless products – Driven by form factor and performance Source: Zyube – Baseband processors moving to flip chip – Bottom package in PoP (application processor) Source: TI Source: ChipWorks SEIMCONWest7.10 © 2010 TechSearch International, Inc.

Trends Impacting Laminate Substrates • Flip chip IC bump pitch – Solder bump 170-200µm today moving to 150-160µm in next generation – Cu pillar moving to as fine as 50µm in production • Shift to Pb-free bumps – Finer pitch bumps – Higher reflow temperatures • Introduction of lower-k dielectrics and Pb-free will be challenging • Substrate developments – Higher density, thin core substrates • Substrate finishes – Moving away from Electroless Nickel Gold (ENIG) – Adoption of Electroless Nickel, Electroless Palladium Gold (ENEPG) – Copper finish, OSP, immersion Sn, or SOP options SEIMCONWest7.10 © 2010 TechSearch International, Inc.

Growth in WLP Shipments • Major application for WLP driven by mobile phones • Provides smaller, thinner package (low profile) • WLPs found in almost all phones from high-end to low-end handsets • CAGR of 11.5% in units (2009 to 2012) SEIMCONWest7.10 © 2010 TechSearch International, Inc.

WLP Trends • Consumer products and other applications – Digital cameras and camcorders – MP3 players – Watch modules – Laptop computers – Medical – Automotive • WLPs for many device types – WLPs for analog functions, power management, RF, wireless LAN, integrated passives, sound IC, etc. – Highest I/O count 195 • Capacity shortage for 300mm WLP – Regional shortage (Taiwan) – CAPEX for additional capacity of both 200mm and 300mm – Companies adding capacity include TSMC, Source: TPSS ASE, and STATS ChipPAC SEIMCONWest7.10 © 2010 TechSearch International, Inc.

Fan-out Wafer Level Packages • Die are increasing in size for WLP and number of I/O are increasing • Desire to use WLP, but can’t fan-in the I/O because there is not enough are area on the die • Infineon eWLB – Technology licensed by ASE and STATS ChipPAC – Companies have installed production lines – STMicroelectronics, STATS ChipPAC, and Infineon working to make a standard package – LG moblie phones shipping with eWLB today Source: Infineon Source: Infineon/ASE SEIMCONWest7.10 © 2010 TechSearch International, Inc.

Applications for Infineon’s eWLP • At least 10 companies planning to adopt eWLB • LG and Bird mobile phones shipping with eWLB today © 2010 TechSearch International, Inc. Source: Infineon/ASE SEIMCONWest7.10

Mobile Phones Continue to Drive Packaging • Mobile phones still drive unit volumes and a packaging technology • Increased functionality drives high-density packaging with small form factors – Stacked die CSPs – Package-on-Package (PoP) – System-in-Package (SiP) – Embedded components – TSV for camera modules and other • Consumer preference for thin light-weight products – Drive demand for low- profile packaging – Die thinning – Increased use of WLPs • Time-to-market and reduced cost remain goals Source: Samsung SEIMCONWest7.10 © 2010 TechSearch International, Inc.

Moving to 3D with TSV • Applications for high-performance devices CPUs, GPUs, FPGAs, etc. • Applications for form factor and performance camera modules, wireless products • Drivers – High bandwidth between memory and processor – Need for lower power Source: Renesas SEIMCONWest7.10 © 2010 TechSearch International, Inc.

Prototype DRAM with TSV • DRAM demonstrated – Elpida – Micron – NEC – Oki – Samsung • Tezzaron announced ramp of high-speed SRAM memory • Samsung Source: Tezzaron announced combining 2 Gb DRAMs to create a smaller, faster, 4 Gb DIMM that uses less power • PTI announces TSV packaging activity with Elpida and others Source: Elpida SEIMCONWest7.10 © 2010 TechSearch International, Inc.

Issues for 3D TSV Adoption • Design guidelines and software must be available – Current design tools not easily extended to 3D ICs – IDMs can build their own tools – University developments – R3Logic floorplanning tool – Designers must have tools and know how to use them • Thermal solutions must be developed (especially for memory and processor) • Must be cost effective • Who will provide TSVs in silicon wafers? – Foundries installing 300mm mass production lines, but many not ready for high volume until 2012 – IDM opt for the “do it yourself” model • Who will provide the bump, assembly, and test? – Wafer test (to probe or not to probe) – Microbumping – Wafer thinning – Singulation – Substrates for TSV chip stack? (silicon interposer, high-density laminate) – Assembly process (underfill, etc.) – Final test • Test issues must be resolved – Is KGD required for commercialization? – New test methodologies SEIMCONWest7.10 © 2010 TechSearch International, Inc.

Today’s Silicon Interposers • Advantages – Can incorporate integrated passives – An interim solution before 3D IC with TSV is possible – Planar module with stacked memory adjacent to the processor for high speed memory requirements, can be tested prior to stacking – Manage chip/package interaction stress with ultra low-k die Source: IPDiA. • Issues – Concern about CTE mismatch to organic laminate of next packaging level for large interposers >20 mm x 20 mm – Cost (especially for high via counts, yield hit for large substrates) – Lossy lines in Si material – Does not solve problem of memory latency – Lack of infrastructure (supply chain handoff needs to be defined) Source: DNP. SEIMCONWest7.10 © 2010 TechSearch International, Inc.

Conclusions • Global semiconductor packaging materials market – Growth in 2010 – Flip chip substrates still count for major share of dollar value of market – Price pressures continue – New materials required for next silicon technology nodes • Advanced packaging continues to drive unit volume growth and revenue growth – WLP strong growth driven by need for thinner, smaller packages in mobile phones – Adoption of fanout WLP – Flip chip will continue to grow – Capacity is expanding for FC and WLP, especially 300mm • Emerging market for 3D TSV – Process development continues, companies installing and qualifying 300mm production lines – Image sensors, MEMS, power amplifiers in production using backside vias – First product true 3D IC not expected before 2012, volume after 22nm node technology SEIMCONWest7.10 © 2010 TechSearch International, Inc.

[SEMI Theater] Recent Developments in Advanced Packaging Materials and Markets

by SEMI - Industry Research and Statistics on Jul 14, 2010

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