mobileye eyeq3® automotive vision-based soc 2015 teardown reverse costing report published by yole...

DISCLAIMER : System Plus Consulting provides cost studies based on its knowledge of the manufacturing and selling prices of electronic components and systems. The given values are realistic estimates which do not bind System Plus Consulting nor the manufacturers quoted in the report. System Plus Consulting is in no case responsible for the consequences related to the use which is made of the contents of this report. The quoted trademarks are property of their owners.

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Electronic Costing & Technology Experts

www.systemplus.fr21 rue la Nouë Bras de Fer44200 Nantes – France Phone : +33 (0) 240 180 916 email : [email protected]

April 2015 – Version 1 – Written by Sylvain Hallereau

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Mobileye EYEQ3 processor

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Glossary

1. Overview / Introduction 4

– Executive Summary

– Reverse Costing Methodology

2. Company Profile 7

– Mobileye N.V.

2. Physical Analysis 13

– Package

– Package View & Dimensions

– Package Opening

– Package Cross-Section

– Die

– Die View & Dimensions

– Main Blocks Identification

– Die Marking

– Die Process

– Die Cross-Section

– Process Characteristics

3. Cost Analysis 31

– Component Summary

– Front-End Summary

– Yields Explanation

– Wafer Fabrication Unit

– Back-End: Probe Test, Bumping, Backgrinding & Dicing

– Back-End: Package Assembly

– Back-End: Final Test

– Summary of Inputs

– Economic Analysis Hypotheses

– Yields Synthesis

– Unprobed Wafer Cost

– Die Cost

– Packaging Cost

– Final Test Cost

– Component Cost

4. Selling Price Estimation 43

– Definitions of Prices

– Mobileye Financial Results & Correction Factors

– Manufacturer Price

– Selling Price

Contact


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• This full reverse costing study has been conducted to provide insight on technology data,manufacturing cost and selling price of the Mobileye EyeQ3® processor.

• Advanced Driver Assistance Systems (ADAS) market is predicted to grow with an impressive CAGR of19.2% from 2014 to 2020 according to Transparency Market Research. In this highly competitivemarket, Mobileye is currently the leader of Camera-based Advanced Driver Assistance Systems (ADAS)with products currently available in 160 car models from 18 original equipment manufacturers (OEM)including General Motors, Nissan, BMW and Honda.

• After releasing the EyeQ1® processor in 2007 and the EyeQ2® processor in 2010, Mobileye justlaunched in the fourth quarter of 2014 the EyeQ3® processor which offers 6 times the processingcapability of the EyeQ2®.

• EyeQ3® supports now, in addition to the previous chips, full braking AEB, structure from motionfunctionalities, road profile reconstruction, debris detection, general object detection, and traffic lightdetection.

• The EYEQ3® processor integrates four multi-threaded MIPS32 1004K CPS cores, coupled with fourcores of the new generation of Mobileye’s Vector Microcode Processors (VMP), external memoryinterfaces, and a rich set of peripheral connectivity interfaces.


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The reverse costing analysis is conducted in 3 phases:

Teardown analysis

• Package is analyzed and measured.• The die is extracted in order to get overall data: dimensions, main blocks, pad number and pin out, die marking.• Set up of the manufacturing process.

Costing analysis

• Setup of the manufacturing environment.•Cost simulation of the process steps with different year scenarios.

Selling price analysis

• Supply chain analysis.• Analysis of the selling price.


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• Reverse costing analysis represents the best cost/price evaluation given the publically available data, andestimates completed by industry experts.

• Given the hypothesis presented in this analysis, the major sources of correction would lead to a +/- 10%correction on the manufacturing cost (if all parameters are cumulated)

• These results are open for discussion. We can reevaluate this circuit with your information. Please contactus:

• Consulting and Specific Analysis

– North America: Steve LaFerriere, Director of Northern America Business Development, Yole Inc.Email: [email protected]

– Japan: Yutaka Katano, General Manager, Yole Japan & President, Yole K.K.Email: [email protected]

– RoW: Jean-Christophe Eloy, President & CEO, Yole DéveloppementEmail: [email protected]

• Report business

– North America: Steve LaFerriere, Director of Northern America Business Development, Yole Inc.Email: [email protected]

– Europe: Fayçal El Khamassi, Headquarter Sales Coordination & Customer Service Email: [email protected]

– Japan & Asia: Takashi Onozawa, Sales Asia & General Manager, Yole K.K.Email: [email protected]

– Korea: Hailey Yang, Business Development Manager, Korean OfficeEmail: [email protected]

• Financial services

– Jean-Christophe Eloy, CEO & PresidentEmail: [email protected]

• General

– Email: [email protected]

mobileye eyeq3® automotive vision-based soc 2015 teardown reverse costing report published by yole...

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