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©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 1
22 bd Benoni Goullin
44200 NANTES - FRANCE +33 2 40 18 09 16 info@systemplus.fr www.systemplus.fr
Broadcom AFEM-8200 PAMiD in the Apple
iPhone 12 Series
Deep dive analysis of the fourth generation of mid/high band front-
end module for 4G and 5G from Broadcom.
SPR21606 - RF report by Stéphane ELISABETH
Laboratory analysis by Peggy LE GALLOIS & Nicolas RADUFE
February 2021 – Sample
REVERSE COSTING® – STRUCTURAL, PROCESS & COST REPORT
©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 2
Table of Contents
Overview / Introduction 4
o Executive Summary
o Reverse Costing Methodology
Company Profile 8
o Broadcom
o Filter technologies
o Apple iPhone 12 Pro Max Teardown
Market Analysis 24
o RF Components Market Forecast
o Supply Chain
Physical Analysis 29
o Summary of the Physical Analysis 30
o Module 32
✓ Package Views & Dimensions
✓ Package Opening:
Power amplifier, Switch, RF IC, Filters
✓ Bloc Diagram Estimation
✓ Package Cross-Section:
Overview,CT Scan, Dimensions, Substrate, Internal & External Shielding
✓ Summary of physical data
o Power Amplifier, Switch, LNA 68
✓ Die Views & Dimensions
✓ Die Cross-Section
✓ Die Process Characteristics
o Filter Dies 108
✓ High/Mid band repartition
✓ Dies Views, Dimensions & Opening
✓ Dies Overview: Cap, Substrate, Cells
✓ Die Cross-Section:
Sealing Frame, Anchor, TSV, Holes, FBAR Structure
✓ Die Physical Data Summary
Comparison with previous Mid/High band FEM from Broadcom 143
o Package Evolution with Technology Enabler
o Package Cross-Section
o Package Integration Evolution:
Die Number, Die Distribution, EMI Shielding, Die Area, Die Cost
o Supplier Evolution: Power Amplifier, Switches
Manufacturing Process 155
o Global Overview
o Switch & matching RFIC Die Front-End Process
o Filter Die Front-End Process & Fabrication Unit
o Filter Die Front-End Process Flow
o Packaging Process & Fabrication Unit
o Packaging Process Flow
Cost Analysis 185
o Summary of the cost analysis
o Yields Explanation & Hypotheses
o PA die
✓ Die Front-End Cost
✓ Die front Cost per process steps
✓ Die Wafer & Die Cost
o Switch & LNA Die
✓ Die Front-End Cost
✓ Die Wafer & Die Cost
o Filter die
✓ Die Front-End Cost
✓ Die front Cost per process steps
✓ Die Wafer & Die Cost
o Packaged Component
✓ Packaging Cost
✓ Packaging Cost per process steps
✓ Component Cost
Front-End Module Estimated Price 218
Feedbacks 222
Company services 224
©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 3
Overview / Introduction
o Executive Summary
o Reverse Costing Methodology
o Glossary
Company Profile & Supply Chain
Market Analysis
Physical Analysis
Physical & Cost Comparison
ManufacturingProcess Flow
Cost Analysis
Selling Price Analysis
Feedbacks
Related Analyses
About System Plus
Executive Summary
This full reverse costing study has been conducted to provide insight on technology data,
manufacturing cost and selling price of the Broadcom AFEM-8200.
In 2020, Broadcom remains the only supplier of the same module for several versions of the latest
Apple iPhone series: 12, 12 Mini, 12 Pro and 12 Pro Max. Like its predecessor, the AFEM-8100, the
AFEM-8200 is a Mid- and High-Band (MB and HB) Long Term Evolution (LTE) and 5G FEM. It
features several dies: Power Amplifier (PA), Silicon-on-Insulator (SOI) Switch and Film Bulk Acoustic
Resonator (FBAR) Filters. The filters are still using Avago’s Microcap bonded wafer Chip-Scale
Packaging (CSP) technology with Through-Silicon Vias (TSVs) enabling Electrical contacts and
Scandium Doped Aluminum Nitride (AlScN) as a piezoelectric material.
For this special version, Broadcom innovates on several points. Thanks to the dual side molding
BGA technology, the density of the packaging has growth and the critical dies (master switches,
Power management IC (PMIC) and Low-Noise Amplifier (LNA)) has been completely isolated from
the filtering part. On the EMI management, a novel compartmental shielding using silver wire bond
has allowed a huge reduction in the packaging cost. Finally, with the latest GaAs PA technology
using Flip-Chip configuration, only two PA remains in the module. Thanks to all these innovations,
Broadcom managed to deliver a miniaturized package despite the complexity added with 5G.
The report contains a complete analysis of the FEM SiP, including a detailed analysis of the PA, the
switches, the LNA, the filtering dies, and the internal/external EMI shielding. The report also
features a cost analysis and a price estimation of the component. Finally, it also integrates a
comparison with the AFEM-8072, MB/HB LTE FEM in the Apple iPhone X, the AFEM-8092, MB/HB
LTE FEM in the Apple iPhone Xs and the AFEM-8100, MB/HB LTE FEM in the Apple 11 series.
©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 4
Overview / Introduction
Company Profile & Supply Chain
o Broadcom
o In Smartphones
o Filter technology
o Apple iPhone 12 Pro Max
Teardown
Market Analysis
Physical Analysis
Physical & Cost Comparison
ManufacturingProcess Flow
Cost Analysis
Selling Price Analysis
Feedbacks
Related Analyses
About System Plus
Apple Smartphone History and RF Front-End Major Players
Q1 2016 Q4 2016 Q4 2017 Q4 2018 Q4 2019 Q1 2020 Q4 2020
• Apple used to release a single high-end series of phone per year. This year, we have seen the release of the second generation of
low–end segment from Apple. This could become a rule. One high-end per year and one low-end every four years.
• For the supply chain, the company has relied on Broadcom(formerly Avago) and Skyworks since 2016. Since the iPhone 7, Qorvo
has a role in the supply chain mainly for antenna tuner.
• Since the iPhone Xs, Murata integrate the supplier cercle mainly with diversity modules along with Skyworks.
©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 5
Overview / Introduction
Company Profile & Supply Chain
Market Analysis
Physical Analysis
o Summary
o Package Assembly
o Views & Dimensions
o Opening & Overview
o Bloc Diagram
o Cross-Section
o Power Amplifier Analysis
o Switch Analysis
o LNA Analysis
o Filter Analysis
Physical & Cost Comparison
ManufacturingProcess Flow
Cost Analysis
Selling Price Analysis
Feedbacks
Related Analyses
About System Plus
Package Views & Dimensions
Package Top View – Optical View
©2020 by System Plus Consulting
Package Bottom View – Optical View
©2020 by System Plus Consulting
Package Side View – Optical View
©2020 by System Plus Consulting
• Package Type: xxx balls BGA
• Dimensions: xx mm²x xx mm
(xxx x xxx x xxx mm)
• Pin Pitch: xxx mm
• Marking: <LogoAvago>
8200
KA031
NL091
xxx
mm
xxx
mm
xxx mm
©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 6
Overview / Introduction
Company Profile & Supply Chain
Market Analysis
Physical Analysis
o Summary
o Package Assembly
o Views & Dimensions
o Opening & Overview
o Bloc Diagram
o Cross-Section
o Power Amplifier Analysis
o Switch Analysis
o LNA Analysis
o Filter Analysis
Physical & Cost Comparison
ManufacturingProcess Flow
Cost Analysis
Selling Price Analysis
Feedbacks
Related Analyses
About System Plus
Module CT Scan
Apple iPhone 12 Pro Max – Main Board – CT Scan
©2020 by System Plus Consulting
©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 7
Overview / Introduction
Company Profile & Supply Chain
Market Analysis
Physical Analysis
o Summary
o Package Assembly
o Views & Dimensions
o Opening & Overview
o Bloc Diagram
o Cross-Section
o Power Amplifier Analysis
o Switch Analysis
o LNA Analysis
o Filter Analysis
Physical & Cost Comparison
ManufacturingProcess Flow
Cost Analysis
Selling Price Analysis
Feedbacks
Related Analyses
About System Plus
Package Opening
Package Opened View – Optical View
©2020 by System Plus Consulting
The opening reveals 24 dies in flip
configuration, and 56 SMD components
(Inductors, Resistors, Capacitors).
Additional wire bondings are placed
around the dies.
We assume that these wire bonding are
placed to avoid interferences.
©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 8
Overview / Introduction
Company Profile & Supply Chain
Market Analysis
Physical Analysis
o Summary
o Package Assembly
o Views & Dimensions
o Opening & Overview
o Bloc Diagram
o Cross-Section
o Power Amplifier Analysis
o Switch Analysis
o LNA Analysis
o Filter Analysis
Physical & Cost Comparison
ManufacturingProcess Flow
Cost Analysis
Selling Price Analysis
Feedbacks
Related Analyses
About System Plus
Package Overview – LNA Bank
Package Opened View – Optical View
©2020 by System Plus Consulting
LNA Top View – Optical View
©2020 by System Plus Consulting
• Die area: xxx mm²
(xxx x xxx mm)
• Die marking: 4HA8A 19 BRK0
• Die substrate: xxx
©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 9
Overview / Introduction
Company Profile & Supply Chain
Market Analysis
Physical Analysis
o Summary
o Package Assembly
o Views & Dimensions
o Opening & Overview
o Bloc Diagram
o Cross-Section
o Power Amplifier Analysis
o Switch Analysis
o LNA Analysis
o Filter Analysis
Physical & Cost Comparison
ManufacturingProcess Flow
Cost Analysis
Selling Price Analysis
Feedbacks
Related Analyses
About System Plus
Package Cross-Section – Dimensions
Package Cross-Section – SEM View
©2020 by System Plus Consulting
©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 10
Overview / Introduction
Company Profile & Supply Chain
Market Analysis
Physical Analysis
o Summary
o Package Assembly
o Views & Dimensions
o Opening & Overview
o Bloc Diagram
o Cross-Section
o Power Amplifier Analysis
o Switch Analysis
o LNA Analysis
o Filter Analysis
Physical & Cost Comparison
ManufacturingProcess Flow
Cost Analysis
Selling Price Analysis
Feedbacks
Related Analyses
About System Plus
Power Amplifier – Die Overview
Power Amplifier Die View – Optical View
©2020 by System Plus Consulting
©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 11
Overview / Introduction
Company Profile & Supply Chain
Market Analysis
Physical Analysis
o Summary
o Package Assembly
o Views & Dimensions
o Opening & Overview
o Bloc Diagram
o Cross-Section
o Power Amplifier Analysis
o Switch Analysis
o LNA Analysis
o Filter Analysis
Physical & Cost Comparison
ManufacturingProcess Flow
Cost Analysis
Selling Price Analysis
Feedbacks
Related Analyses
About System Plus
Power Amplifier – Die Cross-Section
Die Cross-Section – SEM View
©2019 by System Plus Consulting
Die Cross-Section – SEM View
©2020 by System Plus Consulting
©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 12
Overview / Introduction
Company Profile & Supply Chain
Market Analysis
Physical Analysis
o Summary
o Package Assembly
o Views & Dimensions
o Opening & Overview
o Bloc Diagram
o Cross-Section
o Power Amplifier Analysis
o Switch Analysis
o LNA Analysis
o Filter Analysis
Physical & Cost Comparison
ManufacturingProcess Flow
Cost Analysis
Selling Price Analysis
Feedbacks
Related Analyses
About System Plus
Switch – Die Delayering
©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 13
Overview / Introduction
Company Profile & Supply Chain
Market Analysis
Physical Analysis
o Summary
o Package Assembly
o Views & Dimensions
o Opening & Overview
o Bloc Diagram
o Cross-Section
o Power Amplifier Analysis
o Switch Analysis
o LNA Analysis
o Filter Analysis
Physical & Cost Comparison
ManufacturingProcess Flow
Cost Analysis
Selling Price Analysis
Feedbacks
Related Analyses
About System Plus
Switch – Die Process
Die Process – SEM View
©2020 by System Plus Consulting
©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 14
Overview / Introduction
Company Profile & Supply Chain
Market Analysis
Physical Analysis
o Summary
o Package Assembly
o Views & Dimensions
o Opening & Overview
o Bloc Diagram
o Cross-Section
o Power Amplifier Analysis
o Switch Analysis
o LNA Analysis
o Filter Analysis
Physical & Cost Comparison
ManufacturingProcess Flow
Cost Analysis
Selling Price Analysis
Feedbacks
Related Analyses
About System Plus
Switch – Die Cross-Section
Die Cross-Section – SEM View
©2020 by System Plus Consulting
©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 15
Overview / Introduction
Company Profile & Supply Chain
Market Analysis
Physical Analysis
o Summary
o Package Assembly
o Views & Dimensions
o Opening & Overview
o Bloc Diagram
o Cross-Section
o Power Amplifier Analysis
o Switch Analysis
o LNA Analysis
o Filter Analysis
Physical & Cost Comparison
ManufacturingProcess Flow
Cost Analysis
Selling Price Analysis
Feedbacks
Related Analyses
About System Plus
LNA – Die Views & Dimensions
LNA Die View – Optical View
©2020 by System Plus Consulting
• Die Area: xxxmm²
(xxx x xxx mm)
• Nb of PGDW per 12-inch wafer: xxx
• Pad number: xxxx
©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 16
Overview / Introduction
Company Profile & Supply Chain
Market Analysis
Physical Analysis
o Summary
o Package Assembly
o Views & Dimensions
o Opening & Overview
o Bloc Diagram
o Cross-Section
o Power Amplifier Analysis
o Switch Analysis
o LNA Analysis
o Filter Analysis
Physical & Cost Comparison
ManufacturingProcess Flow
Cost Analysis
Selling Price Analysis
Feedbacks
Related Analyses
About System Plus
LNA – Die Cross-Section
Die Cross-Section – SEM View
©2020 by System Plus Consulting
©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 17
Overview / Introduction
Company Profile & Supply Chain
Market Analysis
Physical Analysis
o Summary
o Package Assembly
o Views & Dimensions
o Opening & Overview
o Bloc Diagram
o Cross-Section
o Power Amplifier Analysis
o Switch Analysis
o LNA Analysis
o Filter Analysis
Physical & Cost Comparison
ManufacturingProcess Flow
Cost Analysis
Selling Price Analysis
Feedbacks
Related Analyses
About System Plus
Filter – Die Overview – Tx – Cap
©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 18
Overview / Introduction
Company Profile & Supply Chain
Market Analysis
Physical Analysis
o Summary
o Package Assembly
o Views & Dimensions
o Opening & Overview
o Bloc Diagram
o Cross-Section
o Power Amplifier Analysis
o Switch Analysis
o LNA Analysis
o Filter Analysis
Physical & Cost Comparison
ManufacturingProcess Flow
Cost Analysis
Selling Price Analysis
Feedbacks
Related Analyses
About System Plus
Filters – Die Opening – Substrate
Die Opening – Optical View
©2020 by System Plus Consulting
©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 19
Overview / Introduction
Company Profile & Supply Chain
Market Analysis
Physical Analysis
o Summary
o Package Assembly
o Views & Dimensions
o Opening & Overview
o Bloc Diagram
o Cross-Section
o Power Amplifier Analysis
o Switch Analysis
o LNA Analysis
o Filter Analysis
Physical & Cost Comparison
ManufacturingProcess Flow
Cost Analysis
Selling Price Analysis
Feedbacks
Related Analyses
About System Plus
Filter – Die Cross-Section
Die Cross-Section – SEM View
©2020 by System Plus Consulting
©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 20
Overview / Introduction
Company Profile & Supply Chain
Market Analysis
Physical Analysis
Physical & Cost Comparison
o Evolution
o Die Number & Distribution
o EMI Shielding
o Die Area and Cost
o Components Supply
ManufacturingProcess Flow
Cost Analysis
Selling Price Analysis
Feedbacks
Related Analyses
About System Plus
Package Opening – Die Cost
©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 21
Overview / Introduction
Company Profile & Supply Chain
Market Analysis
Physical Analysis
Physical & Cost Comparison
ManufacturingProcess Flow
o Summary
o PA Fabrication Unit
o PA Process Flow
o Switch, LNA, and RFIC Process &
Fabrication Unit
o Filter Fabrication Unit
o Filter Process Flow
o Packaging Fabrication Unit
o Packaging Process Flow
Cost Analysis
Selling Price Analysis
Feedbacks
Related Analyses
About System Plus
Power Amplifier Front-End Process
HEMT Wafer Process:
o The manufacturing of the HEMT begins with the epitaxy and patterned.
o Ohmic contact is formed on the cap layer.
o Then, Conductive Seed layer is deposited and patterned.
o Gold Au #1 is electroplated then Silicon Nitride SiN #1 is deposited and patterned.
o Oxide layer and Conductive Seed layer are deposited and patterned.
o Gold Au #2 is electroplated then Silicon Nitride SiN #2 is deposited and patterned.
o Conductive Seed layer is deposited and patterned.
o Gold Au #3 is electroplated then Silicon Nitride SiN #3 is deposited and patterned.
o PBO #1 layer is deposited and patterned.
o Seed layer are deposited and patterned.
o Next, PBO #2 layer is deposited and patterned. Gold Au #4 is electroplated.
drawingnotto scale
©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 22
Overview / Introduction
Company Profile & Supply Chain
Market Analysis
Physical Analysis
Physical & Cost Comparison
ManufacturingProcess Flow
o Summary
o PA Fabrication Unit
o PA Process Flow
o Switch, LNA, and RFIC Process &
Fabrication Unit
o Filter Fabrication Unit
o Filter Process Flow
o Packaging Fabrication Unit
o Packaging Process Flow
Cost Analysis
Selling Price Analysis
Feedbacks
Related Analyses
About System Plus
Power Amplifier – Process Flow (3/8)
GaAs Wafer
• Lithography #4
• Pattern & Etch
• Plasma Ashing
GaAs Wafer
• Ohmic Contact
Au/Ti/Au Deposition
• Lithography #5
• Pattern & Etch
• Plasma Ashing
GaAs Wafer
• Ti Deposition
• Lithography #6
• Pattern & Etch
• Metal 1
• Au Deposition
• Plasma Ashing
• Ti Etching
drawingnot to scale
©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 23
Overview / Introduction
Company Profile & Supply Chain
Market Analysis
Physical Analysis
Physical & Cost Comparison
ManufacturingProcess Flow
o Summary
o PA Fabrication Unit
o PA Process Flow
o Switch, LNA, and RFIC Process &
Fabrication Unit
o Filter Fabrication Unit
o Filter Process Flow
o Packaging Fabrication Unit
o Packaging Process Flow
Cost Analysis
Selling Price Analysis
Feedbacks
Related Analyses
About System Plus
Filters – Process Flow (6/8)
Silicon Wafer
#1 & #2
• Au-Au thermo-
compression
bonding
Silicon Wafer
#1 & #2
• Cap thinning
drawing not to scale
drawingnot to scale
drawingnot to scale
drawingnot to scale
©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 24
Overview / Introduction
Company Profile & Supply Chain
Market Analysis
Physical Analysis
Physical & Cost Comparison
ManufacturingProcess Flow
Cost Analysis
o Cost Analysis Summary
o Yields Explanation &
Hypotheses
o PA Wafer and Die Cost
o Switch Wafer and Die Cost
o LNA Wafer and Die Cost
o Filter Wafer and Die Cost
o Packaging Cost
o Component Cost
Selling Price Analysis
Feedbacks
Related Analyses
About System Plus
PA Front-End Cost
The front-end cost for the PA ranges from $xxxto $xxx according to
yield variations.
The largest portion of the manufacturing cost is due to the xxx at xxx
% and to the xxxx at xxxx%.
©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 25
Overview / Introduction
Company Profile & Supply Chain
Market Analysis
Physical Analysis
Physical & Cost Comparison
ManufacturingProcess Flow
Cost Analysis
o Cost Analysis Summary
o Yields Explanation &
Hypotheses
o PA Wafer and Die Cost
o Switch Wafer and Die Cost
o LNA Wafer and Die Cost
o Filter Wafer and Die Cost
o Packaging Cost
o Component Cost
Selling Price Analysis
Feedbacks
Related Analyses
About System Plus
PA Front-End Cost per process steps (2/2)
M4 Gold Electroplating steps
represent the largest part of
wafer step costs.
©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 26
Overview / Introduction
Company Profile & Supply Chain
Market Analysis
Physical Analysis
Physical & Cost Comparison
ManufacturingProcess Flow
Cost Analysis
o Cost Analysis Summary
o Yields Explanation &
Hypotheses
o PA Wafer and Die Cost
o Switch Wafer and Die Cost
o LNA Wafer and Die Cost
o Filter Wafer and Die Cost
o Packaging Cost
o Component Cost
Selling Price Analysis
Feedbacks
Related Analyses
About System Plus
LNA Wafer & Die Cost
By adding the probe test cost and the dicing, the LNA wafer cost ranges from $xxx to
$xxx according to yield variations.
The number of good dies per wafer is estimated to ranges from xxx to xxxx according
to yield variations, which results in a die cost ranging from $xxx to $xxx.
©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 27
Overview / Introduction
Company Profile & Supply Chain
Market Analysis
Physical Analysis
Physical & Cost Comparison
ManufacturingProcess Flow
Cost Analysis
o Cost Analysis Summary
o Yields Explanation &
Hypotheses
o PA Wafer and Die Cost
o Switch Wafer and Die Cost
o LNA Wafer and Die Cost
o Filter Wafer and Die Cost
o Packaging Cost
o Component Cost
Selling Price Analysis
Feedbacks
Related Analyses
About System Plus
Filter Front-End Cost
The front-end cost for the Filter ranges from $xxx to $xxx according to
yield variations.
The largest portion of the manufacturing cost is due to the xxxx at xxxx
%.
©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 28
Overview / Introduction
Company Profile & Supply Chain
Market Analysis
Physical Analysis
Physical & Cost Comparison
ManufacturingProcess Flow
Cost Analysis
o Cost Analysis Summary
o Yields Explanation &
Hypotheses
o PA Wafer and Die Cost
o Switch Wafer and Die Cost
o LNA Wafer and Die Cost
o Filter Wafer and Die Cost
o Packaging Cost
o Component Cost
Selling Price Analysis
Feedbacks
Related Analyses
About System Plus
Filter Front-End Cost per process steps (1/2)
Cleaning and the Gold contact steps represent the largest part of wafer step costs.
©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 29
Overview / Introduction
Company Profile & Supply Chain
Market Analysis
Physical Analysis
Physical & Cost Comparison
ManufacturingProcess Flow
Cost Analysis
o Cost Analysis Summary
o Yields Explanation &
Hypotheses
o PA Wafer and Die Cost
o Switch Wafer and Die Cost
o LNA Wafer and Die Cost
o Filter Wafer and Die Cost
o Packaging Cost
o Component Cost
Selling Price Analysis
Feedbacks
Related Analyses
About System Plus
Component Cost
©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 30
R E L A T E D
A N A L Y S E S
R E L A T E D
A N A L Y S E S
©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 31
Overview / Introduction
Company Profile & Supply Chain
Market Analysis
Physical Analysis
Physical & Cost Comparison
ManufacturingProcess Flow
Cost Analysis
Selling Price Analysis
Feedbacks
Related Analyses
About System Plus
o Company services
o Contact
Related Analyses
RELATEDTEARDOWNTRACKS
RELATEDREPORTS
By System Plus Consulting:
• Broadcom AFEM-8100 System-
in-Package in the Apple iPhone
11 Series
• Skyworks’ FBAR-BAW Filter
Technology in 2G/UHB PAMiD
SKY78221
• RF Front-End Module
Comparison 2020 – Volume 4
By Yole Développement:
• 5G’s Impact on RF Front-End
and Connectivity for
Cellphones 2020
• System-in-Package Technology
and Market Trends 2020
By System Plus Consulting:
• Consumer Track – Phone
©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 32
COMPANY
SERVICES
©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 33
Overview / Introduction
Company Profile & Supply Chain
Market Analysis
Physical Analysis
Physical & Cost Comparison
ManufacturingProcess Flow
Cost Analysis
Selling Price Analysis
Feedbacks
Related Analyses
About System Plus
o Company services
o Contact
A Structure, Process and Cost Analysis
Reverse Costing® consists in disassembling a device or a system, in order
to identify its technology and determine its manufacturing processes and
cost, using in-house models and tools.
Our Core Activity : The Reverse Costing®
©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 34
Overview / Introduction
Company Profile & Supply Chain
Market Analysis
Physical Analysis
Physical & Cost Comparison
ManufacturingProcess Flow
Cost Analysis
Selling Price Analysis
Feedbacks
Related Analyses
About System Plus
o Company services
o Contact
Fields Of Expertise
©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 35
Overview / Introduction
Company Profile & Supply Chain
Market Analysis
Physical Analysis
Physical & Cost Comparison
ManufacturingProcess Flow
Cost Analysis
Selling Price Analysis
Feedbacks
Related Analyses
About System Plus
o Company services
o Contact
Business Model
Teardown
Track
205+
teardowns per
year
Monitor
1 per year
quarterly
updated
Custom
Analysis
150 custom
analyses per
year
Report
60+ per year
Costing
Tools
5 process-based
and 3 parametric
costing tools
Cost
Methods
Training
On demand
©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 36
Overview / Introduction
Company Profile & Supply Chain
Market Analysis
Physical Analysis
Physical & Cost Comparison
ManufacturingProcess Flow
Cost Analysis
Selling Price Analysis
Feedbacks
Related Analyses
About System Plus
o Company services
o Contact
Worldwide presence
100+ collaborators in 8 different countries
Headquarters
› Nantes – System Plus Consulting
› Lyon – Yole Développement
Boise
Cornelius
Raleigh
Phoenix
Austin
Singapore
Hsinchu
Tokyo
Shenzhen
Seoul
Frankfurt
Nantes
Lyon
©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 37
Overview / Introduction
Company Profile & Supply Chain
Market Analysis
Physical Analysis
Physical & Cost Comparison
ManufacturingProcess Flow
Cost Analysis
Selling Price Analysis
Feedbacks
Related Analyses
About System Plus
o Company services
o Contact
Contact
HEADQUARTER
& CUSTOM PROJECT SERVICES
22 Bd Benoni Goullin
44200 Nantes, France
sales@systemplus.fr - +33 2 40 18 09 16
REPORTS & MONITORS WEBSITE
www.systemplus.fr
TRACKS WEBSITE
www.reverse-costing.com
MARKETING, COMMUNICATION & PR
Camille Veyrier, Marketing & Communication
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Broadcom AFEM8200 MBHB PAMiD

  • 1. ©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 1 22 bd Benoni Goullin 44200 NANTES - FRANCE +33 2 40 18 09 16 info@systemplus.fr www.systemplus.fr Broadcom AFEM-8200 PAMiD in the Apple iPhone 12 Series Deep dive analysis of the fourth generation of mid/high band front- end module for 4G and 5G from Broadcom. SPR21606 - RF report by Stéphane ELISABETH Laboratory analysis by Peggy LE GALLOIS & Nicolas RADUFE February 2021 – Sample REVERSE COSTING® – STRUCTURAL, PROCESS & COST REPORT
  • 2. ©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 2 Table of Contents Overview / Introduction 4 o Executive Summary o Reverse Costing Methodology Company Profile 8 o Broadcom o Filter technologies o Apple iPhone 12 Pro Max Teardown Market Analysis 24 o RF Components Market Forecast o Supply Chain Physical Analysis 29 o Summary of the Physical Analysis 30 o Module 32 ✓ Package Views & Dimensions ✓ Package Opening: Power amplifier, Switch, RF IC, Filters ✓ Bloc Diagram Estimation ✓ Package Cross-Section: Overview,CT Scan, Dimensions, Substrate, Internal & External Shielding ✓ Summary of physical data o Power Amplifier, Switch, LNA 68 ✓ Die Views & Dimensions ✓ Die Cross-Section ✓ Die Process Characteristics o Filter Dies 108 ✓ High/Mid band repartition ✓ Dies Views, Dimensions & Opening ✓ Dies Overview: Cap, Substrate, Cells ✓ Die Cross-Section: Sealing Frame, Anchor, TSV, Holes, FBAR Structure ✓ Die Physical Data Summary Comparison with previous Mid/High band FEM from Broadcom 143 o Package Evolution with Technology Enabler o Package Cross-Section o Package Integration Evolution: Die Number, Die Distribution, EMI Shielding, Die Area, Die Cost o Supplier Evolution: Power Amplifier, Switches Manufacturing Process 155 o Global Overview o Switch & matching RFIC Die Front-End Process o Filter Die Front-End Process & Fabrication Unit o Filter Die Front-End Process Flow o Packaging Process & Fabrication Unit o Packaging Process Flow Cost Analysis 185 o Summary of the cost analysis o Yields Explanation & Hypotheses o PA die ✓ Die Front-End Cost ✓ Die front Cost per process steps ✓ Die Wafer & Die Cost o Switch & LNA Die ✓ Die Front-End Cost ✓ Die Wafer & Die Cost o Filter die ✓ Die Front-End Cost ✓ Die front Cost per process steps ✓ Die Wafer & Die Cost o Packaged Component ✓ Packaging Cost ✓ Packaging Cost per process steps ✓ Component Cost Front-End Module Estimated Price 218 Feedbacks 222 Company services 224
  • 3. ©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 3 Overview / Introduction o Executive Summary o Reverse Costing Methodology o Glossary Company Profile & Supply Chain Market Analysis Physical Analysis Physical & Cost Comparison ManufacturingProcess Flow Cost Analysis Selling Price Analysis Feedbacks Related Analyses About System Plus Executive Summary This full reverse costing study has been conducted to provide insight on technology data, manufacturing cost and selling price of the Broadcom AFEM-8200. In 2020, Broadcom remains the only supplier of the same module for several versions of the latest Apple iPhone series: 12, 12 Mini, 12 Pro and 12 Pro Max. Like its predecessor, the AFEM-8100, the AFEM-8200 is a Mid- and High-Band (MB and HB) Long Term Evolution (LTE) and 5G FEM. It features several dies: Power Amplifier (PA), Silicon-on-Insulator (SOI) Switch and Film Bulk Acoustic Resonator (FBAR) Filters. The filters are still using Avago’s Microcap bonded wafer Chip-Scale Packaging (CSP) technology with Through-Silicon Vias (TSVs) enabling Electrical contacts and Scandium Doped Aluminum Nitride (AlScN) as a piezoelectric material. For this special version, Broadcom innovates on several points. Thanks to the dual side molding BGA technology, the density of the packaging has growth and the critical dies (master switches, Power management IC (PMIC) and Low-Noise Amplifier (LNA)) has been completely isolated from the filtering part. On the EMI management, a novel compartmental shielding using silver wire bond has allowed a huge reduction in the packaging cost. Finally, with the latest GaAs PA technology using Flip-Chip configuration, only two PA remains in the module. Thanks to all these innovations, Broadcom managed to deliver a miniaturized package despite the complexity added with 5G. The report contains a complete analysis of the FEM SiP, including a detailed analysis of the PA, the switches, the LNA, the filtering dies, and the internal/external EMI shielding. The report also features a cost analysis and a price estimation of the component. Finally, it also integrates a comparison with the AFEM-8072, MB/HB LTE FEM in the Apple iPhone X, the AFEM-8092, MB/HB LTE FEM in the Apple iPhone Xs and the AFEM-8100, MB/HB LTE FEM in the Apple 11 series.
  • 4. ©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 4 Overview / Introduction Company Profile & Supply Chain o Broadcom o In Smartphones o Filter technology o Apple iPhone 12 Pro Max Teardown Market Analysis Physical Analysis Physical & Cost Comparison ManufacturingProcess Flow Cost Analysis Selling Price Analysis Feedbacks Related Analyses About System Plus Apple Smartphone History and RF Front-End Major Players Q1 2016 Q4 2016 Q4 2017 Q4 2018 Q4 2019 Q1 2020 Q4 2020 • Apple used to release a single high-end series of phone per year. This year, we have seen the release of the second generation of low–end segment from Apple. This could become a rule. One high-end per year and one low-end every four years. • For the supply chain, the company has relied on Broadcom(formerly Avago) and Skyworks since 2016. Since the iPhone 7, Qorvo has a role in the supply chain mainly for antenna tuner. • Since the iPhone Xs, Murata integrate the supplier cercle mainly with diversity modules along with Skyworks.
  • 5. ©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 5 Overview / Introduction Company Profile & Supply Chain Market Analysis Physical Analysis o Summary o Package Assembly o Views & Dimensions o Opening & Overview o Bloc Diagram o Cross-Section o Power Amplifier Analysis o Switch Analysis o LNA Analysis o Filter Analysis Physical & Cost Comparison ManufacturingProcess Flow Cost Analysis Selling Price Analysis Feedbacks Related Analyses About System Plus Package Views & Dimensions Package Top View – Optical View ©2020 by System Plus Consulting Package Bottom View – Optical View ©2020 by System Plus Consulting Package Side View – Optical View ©2020 by System Plus Consulting • Package Type: xxx balls BGA • Dimensions: xx mm²x xx mm (xxx x xxx x xxx mm) • Pin Pitch: xxx mm • Marking: <LogoAvago> 8200 KA031 NL091 xxx mm xxx mm xxx mm
  • 6. ©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 6 Overview / Introduction Company Profile & Supply Chain Market Analysis Physical Analysis o Summary o Package Assembly o Views & Dimensions o Opening & Overview o Bloc Diagram o Cross-Section o Power Amplifier Analysis o Switch Analysis o LNA Analysis o Filter Analysis Physical & Cost Comparison ManufacturingProcess Flow Cost Analysis Selling Price Analysis Feedbacks Related Analyses About System Plus Module CT Scan Apple iPhone 12 Pro Max – Main Board – CT Scan ©2020 by System Plus Consulting
  • 7. ©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 7 Overview / Introduction Company Profile & Supply Chain Market Analysis Physical Analysis o Summary o Package Assembly o Views & Dimensions o Opening & Overview o Bloc Diagram o Cross-Section o Power Amplifier Analysis o Switch Analysis o LNA Analysis o Filter Analysis Physical & Cost Comparison ManufacturingProcess Flow Cost Analysis Selling Price Analysis Feedbacks Related Analyses About System Plus Package Opening Package Opened View – Optical View ©2020 by System Plus Consulting The opening reveals 24 dies in flip configuration, and 56 SMD components (Inductors, Resistors, Capacitors). Additional wire bondings are placed around the dies. We assume that these wire bonding are placed to avoid interferences.
  • 8. ©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 8 Overview / Introduction Company Profile & Supply Chain Market Analysis Physical Analysis o Summary o Package Assembly o Views & Dimensions o Opening & Overview o Bloc Diagram o Cross-Section o Power Amplifier Analysis o Switch Analysis o LNA Analysis o Filter Analysis Physical & Cost Comparison ManufacturingProcess Flow Cost Analysis Selling Price Analysis Feedbacks Related Analyses About System Plus Package Overview – LNA Bank Package Opened View – Optical View ©2020 by System Plus Consulting LNA Top View – Optical View ©2020 by System Plus Consulting • Die area: xxx mm² (xxx x xxx mm) • Die marking: 4HA8A 19 BRK0 • Die substrate: xxx
  • 9. ©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 9 Overview / Introduction Company Profile & Supply Chain Market Analysis Physical Analysis o Summary o Package Assembly o Views & Dimensions o Opening & Overview o Bloc Diagram o Cross-Section o Power Amplifier Analysis o Switch Analysis o LNA Analysis o Filter Analysis Physical & Cost Comparison ManufacturingProcess Flow Cost Analysis Selling Price Analysis Feedbacks Related Analyses About System Plus Package Cross-Section – Dimensions Package Cross-Section – SEM View ©2020 by System Plus Consulting
  • 10. ©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 10 Overview / Introduction Company Profile & Supply Chain Market Analysis Physical Analysis o Summary o Package Assembly o Views & Dimensions o Opening & Overview o Bloc Diagram o Cross-Section o Power Amplifier Analysis o Switch Analysis o LNA Analysis o Filter Analysis Physical & Cost Comparison ManufacturingProcess Flow Cost Analysis Selling Price Analysis Feedbacks Related Analyses About System Plus Power Amplifier – Die Overview Power Amplifier Die View – Optical View ©2020 by System Plus Consulting
  • 11. ©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 11 Overview / Introduction Company Profile & Supply Chain Market Analysis Physical Analysis o Summary o Package Assembly o Views & Dimensions o Opening & Overview o Bloc Diagram o Cross-Section o Power Amplifier Analysis o Switch Analysis o LNA Analysis o Filter Analysis Physical & Cost Comparison ManufacturingProcess Flow Cost Analysis Selling Price Analysis Feedbacks Related Analyses About System Plus Power Amplifier – Die Cross-Section Die Cross-Section – SEM View ©2019 by System Plus Consulting Die Cross-Section – SEM View ©2020 by System Plus Consulting
  • 12. ©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 12 Overview / Introduction Company Profile & Supply Chain Market Analysis Physical Analysis o Summary o Package Assembly o Views & Dimensions o Opening & Overview o Bloc Diagram o Cross-Section o Power Amplifier Analysis o Switch Analysis o LNA Analysis o Filter Analysis Physical & Cost Comparison ManufacturingProcess Flow Cost Analysis Selling Price Analysis Feedbacks Related Analyses About System Plus Switch – Die Delayering
  • 13. ©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 13 Overview / Introduction Company Profile & Supply Chain Market Analysis Physical Analysis o Summary o Package Assembly o Views & Dimensions o Opening & Overview o Bloc Diagram o Cross-Section o Power Amplifier Analysis o Switch Analysis o LNA Analysis o Filter Analysis Physical & Cost Comparison ManufacturingProcess Flow Cost Analysis Selling Price Analysis Feedbacks Related Analyses About System Plus Switch – Die Process Die Process – SEM View ©2020 by System Plus Consulting
  • 14. ©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 14 Overview / Introduction Company Profile & Supply Chain Market Analysis Physical Analysis o Summary o Package Assembly o Views & Dimensions o Opening & Overview o Bloc Diagram o Cross-Section o Power Amplifier Analysis o Switch Analysis o LNA Analysis o Filter Analysis Physical & Cost Comparison ManufacturingProcess Flow Cost Analysis Selling Price Analysis Feedbacks Related Analyses About System Plus Switch – Die Cross-Section Die Cross-Section – SEM View ©2020 by System Plus Consulting
  • 15. ©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 15 Overview / Introduction Company Profile & Supply Chain Market Analysis Physical Analysis o Summary o Package Assembly o Views & Dimensions o Opening & Overview o Bloc Diagram o Cross-Section o Power Amplifier Analysis o Switch Analysis o LNA Analysis o Filter Analysis Physical & Cost Comparison ManufacturingProcess Flow Cost Analysis Selling Price Analysis Feedbacks Related Analyses About System Plus LNA – Die Views & Dimensions LNA Die View – Optical View ©2020 by System Plus Consulting • Die Area: xxxmm² (xxx x xxx mm) • Nb of PGDW per 12-inch wafer: xxx • Pad number: xxxx
  • 16. ©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 16 Overview / Introduction Company Profile & Supply Chain Market Analysis Physical Analysis o Summary o Package Assembly o Views & Dimensions o Opening & Overview o Bloc Diagram o Cross-Section o Power Amplifier Analysis o Switch Analysis o LNA Analysis o Filter Analysis Physical & Cost Comparison ManufacturingProcess Flow Cost Analysis Selling Price Analysis Feedbacks Related Analyses About System Plus LNA – Die Cross-Section Die Cross-Section – SEM View ©2020 by System Plus Consulting
  • 17. ©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 17 Overview / Introduction Company Profile & Supply Chain Market Analysis Physical Analysis o Summary o Package Assembly o Views & Dimensions o Opening & Overview o Bloc Diagram o Cross-Section o Power Amplifier Analysis o Switch Analysis o LNA Analysis o Filter Analysis Physical & Cost Comparison ManufacturingProcess Flow Cost Analysis Selling Price Analysis Feedbacks Related Analyses About System Plus Filter – Die Overview – Tx – Cap
  • 18. ©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 18 Overview / Introduction Company Profile & Supply Chain Market Analysis Physical Analysis o Summary o Package Assembly o Views & Dimensions o Opening & Overview o Bloc Diagram o Cross-Section o Power Amplifier Analysis o Switch Analysis o LNA Analysis o Filter Analysis Physical & Cost Comparison ManufacturingProcess Flow Cost Analysis Selling Price Analysis Feedbacks Related Analyses About System Plus Filters – Die Opening – Substrate Die Opening – Optical View ©2020 by System Plus Consulting
  • 19. ©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 19 Overview / Introduction Company Profile & Supply Chain Market Analysis Physical Analysis o Summary o Package Assembly o Views & Dimensions o Opening & Overview o Bloc Diagram o Cross-Section o Power Amplifier Analysis o Switch Analysis o LNA Analysis o Filter Analysis Physical & Cost Comparison ManufacturingProcess Flow Cost Analysis Selling Price Analysis Feedbacks Related Analyses About System Plus Filter – Die Cross-Section Die Cross-Section – SEM View ©2020 by System Plus Consulting
  • 20. ©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 20 Overview / Introduction Company Profile & Supply Chain Market Analysis Physical Analysis Physical & Cost Comparison o Evolution o Die Number & Distribution o EMI Shielding o Die Area and Cost o Components Supply ManufacturingProcess Flow Cost Analysis Selling Price Analysis Feedbacks Related Analyses About System Plus Package Opening – Die Cost
  • 21. ©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 21 Overview / Introduction Company Profile & Supply Chain Market Analysis Physical Analysis Physical & Cost Comparison ManufacturingProcess Flow o Summary o PA Fabrication Unit o PA Process Flow o Switch, LNA, and RFIC Process & Fabrication Unit o Filter Fabrication Unit o Filter Process Flow o Packaging Fabrication Unit o Packaging Process Flow Cost Analysis Selling Price Analysis Feedbacks Related Analyses About System Plus Power Amplifier Front-End Process HEMT Wafer Process: o The manufacturing of the HEMT begins with the epitaxy and patterned. o Ohmic contact is formed on the cap layer. o Then, Conductive Seed layer is deposited and patterned. o Gold Au #1 is electroplated then Silicon Nitride SiN #1 is deposited and patterned. o Oxide layer and Conductive Seed layer are deposited and patterned. o Gold Au #2 is electroplated then Silicon Nitride SiN #2 is deposited and patterned. o Conductive Seed layer is deposited and patterned. o Gold Au #3 is electroplated then Silicon Nitride SiN #3 is deposited and patterned. o PBO #1 layer is deposited and patterned. o Seed layer are deposited and patterned. o Next, PBO #2 layer is deposited and patterned. Gold Au #4 is electroplated. drawingnotto scale
  • 22. ©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 22 Overview / Introduction Company Profile & Supply Chain Market Analysis Physical Analysis Physical & Cost Comparison ManufacturingProcess Flow o Summary o PA Fabrication Unit o PA Process Flow o Switch, LNA, and RFIC Process & Fabrication Unit o Filter Fabrication Unit o Filter Process Flow o Packaging Fabrication Unit o Packaging Process Flow Cost Analysis Selling Price Analysis Feedbacks Related Analyses About System Plus Power Amplifier – Process Flow (3/8) GaAs Wafer • Lithography #4 • Pattern & Etch • Plasma Ashing GaAs Wafer • Ohmic Contact Au/Ti/Au Deposition • Lithography #5 • Pattern & Etch • Plasma Ashing GaAs Wafer • Ti Deposition • Lithography #6 • Pattern & Etch • Metal 1 • Au Deposition • Plasma Ashing • Ti Etching drawingnot to scale
  • 23. ©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 23 Overview / Introduction Company Profile & Supply Chain Market Analysis Physical Analysis Physical & Cost Comparison ManufacturingProcess Flow o Summary o PA Fabrication Unit o PA Process Flow o Switch, LNA, and RFIC Process & Fabrication Unit o Filter Fabrication Unit o Filter Process Flow o Packaging Fabrication Unit o Packaging Process Flow Cost Analysis Selling Price Analysis Feedbacks Related Analyses About System Plus Filters – Process Flow (6/8) Silicon Wafer #1 & #2 • Au-Au thermo- compression bonding Silicon Wafer #1 & #2 • Cap thinning drawing not to scale drawingnot to scale drawingnot to scale drawingnot to scale
  • 24. ©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 24 Overview / Introduction Company Profile & Supply Chain Market Analysis Physical Analysis Physical & Cost Comparison ManufacturingProcess Flow Cost Analysis o Cost Analysis Summary o Yields Explanation & Hypotheses o PA Wafer and Die Cost o Switch Wafer and Die Cost o LNA Wafer and Die Cost o Filter Wafer and Die Cost o Packaging Cost o Component Cost Selling Price Analysis Feedbacks Related Analyses About System Plus PA Front-End Cost The front-end cost for the PA ranges from $xxxto $xxx according to yield variations. The largest portion of the manufacturing cost is due to the xxx at xxx % and to the xxxx at xxxx%.
  • 25. ©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 25 Overview / Introduction Company Profile & Supply Chain Market Analysis Physical Analysis Physical & Cost Comparison ManufacturingProcess Flow Cost Analysis o Cost Analysis Summary o Yields Explanation & Hypotheses o PA Wafer and Die Cost o Switch Wafer and Die Cost o LNA Wafer and Die Cost o Filter Wafer and Die Cost o Packaging Cost o Component Cost Selling Price Analysis Feedbacks Related Analyses About System Plus PA Front-End Cost per process steps (2/2) M4 Gold Electroplating steps represent the largest part of wafer step costs.
  • 26. ©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 26 Overview / Introduction Company Profile & Supply Chain Market Analysis Physical Analysis Physical & Cost Comparison ManufacturingProcess Flow Cost Analysis o Cost Analysis Summary o Yields Explanation & Hypotheses o PA Wafer and Die Cost o Switch Wafer and Die Cost o LNA Wafer and Die Cost o Filter Wafer and Die Cost o Packaging Cost o Component Cost Selling Price Analysis Feedbacks Related Analyses About System Plus LNA Wafer & Die Cost By adding the probe test cost and the dicing, the LNA wafer cost ranges from $xxx to $xxx according to yield variations. The number of good dies per wafer is estimated to ranges from xxx to xxxx according to yield variations, which results in a die cost ranging from $xxx to $xxx.
  • 27. ©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 27 Overview / Introduction Company Profile & Supply Chain Market Analysis Physical Analysis Physical & Cost Comparison ManufacturingProcess Flow Cost Analysis o Cost Analysis Summary o Yields Explanation & Hypotheses o PA Wafer and Die Cost o Switch Wafer and Die Cost o LNA Wafer and Die Cost o Filter Wafer and Die Cost o Packaging Cost o Component Cost Selling Price Analysis Feedbacks Related Analyses About System Plus Filter Front-End Cost The front-end cost for the Filter ranges from $xxx to $xxx according to yield variations. The largest portion of the manufacturing cost is due to the xxxx at xxxx %.
  • 28. ©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 28 Overview / Introduction Company Profile & Supply Chain Market Analysis Physical Analysis Physical & Cost Comparison ManufacturingProcess Flow Cost Analysis o Cost Analysis Summary o Yields Explanation & Hypotheses o PA Wafer and Die Cost o Switch Wafer and Die Cost o LNA Wafer and Die Cost o Filter Wafer and Die Cost o Packaging Cost o Component Cost Selling Price Analysis Feedbacks Related Analyses About System Plus Filter Front-End Cost per process steps (1/2) Cleaning and the Gold contact steps represent the largest part of wafer step costs.
  • 29. ©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 29 Overview / Introduction Company Profile & Supply Chain Market Analysis Physical Analysis Physical & Cost Comparison ManufacturingProcess Flow Cost Analysis o Cost Analysis Summary o Yields Explanation & Hypotheses o PA Wafer and Die Cost o Switch Wafer and Die Cost o LNA Wafer and Die Cost o Filter Wafer and Die Cost o Packaging Cost o Component Cost Selling Price Analysis Feedbacks Related Analyses About System Plus Component Cost
  • 30. ©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 30 R E L A T E D A N A L Y S E S R E L A T E D A N A L Y S E S
  • 31. ©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 31 Overview / Introduction Company Profile & Supply Chain Market Analysis Physical Analysis Physical & Cost Comparison ManufacturingProcess Flow Cost Analysis Selling Price Analysis Feedbacks Related Analyses About System Plus o Company services o Contact Related Analyses RELATEDTEARDOWNTRACKS RELATEDREPORTS By System Plus Consulting: • Broadcom AFEM-8100 System- in-Package in the Apple iPhone 11 Series • Skyworks’ FBAR-BAW Filter Technology in 2G/UHB PAMiD SKY78221 • RF Front-End Module Comparison 2020 – Volume 4 By Yole Développement: • 5G’s Impact on RF Front-End and Connectivity for Cellphones 2020 • System-in-Package Technology and Market Trends 2020 By System Plus Consulting: • Consumer Track – Phone
  • 32. ©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 32 COMPANY SERVICES
  • 33. ©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 33 Overview / Introduction Company Profile & Supply Chain Market Analysis Physical Analysis Physical & Cost Comparison ManufacturingProcess Flow Cost Analysis Selling Price Analysis Feedbacks Related Analyses About System Plus o Company services o Contact A Structure, Process and Cost Analysis Reverse Costing® consists in disassembling a device or a system, in order to identify its technology and determine its manufacturing processes and cost, using in-house models and tools. Our Core Activity : The Reverse Costing®
  • 34. ©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 34 Overview / Introduction Company Profile & Supply Chain Market Analysis Physical Analysis Physical & Cost Comparison ManufacturingProcess Flow Cost Analysis Selling Price Analysis Feedbacks Related Analyses About System Plus o Company services o Contact Fields Of Expertise
  • 35. ©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 35 Overview / Introduction Company Profile & Supply Chain Market Analysis Physical Analysis Physical & Cost Comparison ManufacturingProcess Flow Cost Analysis Selling Price Analysis Feedbacks Related Analyses About System Plus o Company services o Contact Business Model Teardown Track 205+ teardowns per year Monitor 1 per year quarterly updated Custom Analysis 150 custom analyses per year Report 60+ per year Costing Tools 5 process-based and 3 parametric costing tools Cost Methods Training On demand
  • 36. ©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 36 Overview / Introduction Company Profile & Supply Chain Market Analysis Physical Analysis Physical & Cost Comparison ManufacturingProcess Flow Cost Analysis Selling Price Analysis Feedbacks Related Analyses About System Plus o Company services o Contact Worldwide presence 100+ collaborators in 8 different countries Headquarters › Nantes – System Plus Consulting › Lyon – Yole Développement Boise Cornelius Raleigh Phoenix Austin Singapore Hsinchu Tokyo Shenzhen Seoul Frankfurt Nantes Lyon
  • 37. ©2021 by System Plus Consulting | SPR21606 – Broadcom AFEM-8200 – 4G MB/HB PAMiD | Sample 37 Overview / Introduction Company Profile & Supply Chain Market Analysis Physical Analysis Physical & Cost Comparison ManufacturingProcess Flow Cost Analysis Selling Price Analysis Feedbacks Related Analyses About System Plus o Company services o Contact Contact HEADQUARTER & CUSTOM PROJECT SERVICES 22 Bd Benoni Goullin 44200 Nantes, France sales@systemplus.fr - +33 2 40 18 09 16 REPORTS & MONITORS WEBSITE www.systemplus.fr TRACKS WEBSITE www.reverse-costing.com MARKETING, COMMUNICATION & PR Camille Veyrier, Marketing & Communication camille.veyrier@yole.fr - +33 472 83 01 01 Sandrine Leroy, Public Relations sandrine.leroy@yole.fr - +33 4 72 83 01 89 Western US & Canada Steve Laferriere - steve.laferriere@yole.fr + 1 310 600 8267 Eastern US & Canada Chris Youman - chris.youman@yole.fr +1 919 607 9839 Europe and RoW Lizzie Levenez - lizzie.levenez@yole.fr +49 15 123 544 182 Benelux, UK & Spain Marine Wybranietz - marine.wybranietz@yole.fr +49 69 96 21 76 78 India and RoA Takashi Onozawa - takashi.onozawa@yole.fr +81 80 4371 4887 Greater China Mavis Wang - mavis.wang@yole.fr +886 979 336 809 +86 136 6156 6824 Korea Peter Ok - peter.ok@yole.fr +82 10 4089 0233 Japan Miho Ohtake - miho.ohtake@yole.fr +81 34 4059 204 Japan and Singapore Itsuyo Oshiba - itsuyo.oshiba@yole.fr +81 80 3577 3042 Japan Toru Hosaka – toru.hosaka@yole.fr +81 90 1775 3866 Follow us on REPORTS, MONITORS & TRACKS