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22 BD BENONI GOULIN 44200 NANTES - FRANCE +33 2 40 18 09 16 [email protected] www.systemplus.fr MobilEye EyeQ4 Processor Family Tricam and Monocam Version of Vision Processing IC report by Sylvain HALLEREAU March 2019 - Sample REVERSE COSTING® – STRUCTURAL, PROCESS & COST REPORT

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Page 1: MobilEye EyeQ4 Processor Family - i-Micronews

©2019 by System Plus Consulting | Mobileye EyeQ4 Vision Processor Family 1

22 BD BENONI GOULIN44200 NANTES - FRANCE +33 2 40 18 09 16 [email protected] www.systemplus.fr

MobilEye EyeQ4 Processor FamilyTricam and Monocam Version of Vision Processing

IC report by Sylvain HALLEREAUMarch 2019 - Sample

REVERSE COSTING® – STRUCTURAL, PROCESS & COST REPORT

Page 2: MobilEye EyeQ4 Processor Family - i-Micronews

©2019 by System Plus Consulting | Mobileye EyeQ4 Vision Processor Family 2

Table of Contents

Overview / Introduction 4

o Executive Summary

o Reverse Costing Methodology

Company Profil 8

o Mobileye

o EyeQ Family

Physical Analysis 21

o Physical Analysis Methodology

o System Teardown

o Package

Package Views, Dimensions & Marking

Package Opening

Package Cross-Section

o Die

View, Dimensions & Marking

Cross-Section

Process Characteristics

o Comparison Mobileye EyeQ4-High, EyeQ4-Mid and EyeQ3

Manufacturing Process Flow 56

o Global Overview

o EyeQ4 Front-End Process

o EyeQ4 Wafer Fabrication Unit

o Package Assembly Unit

o Back-End: Final test

Cost Analysis 65

o Yields Explanation & Hypotheses

o EyeQ4 Dies

Front-End Cost

EyeQ4 Tricam and Monocam Wafer & Die Cost

o Components

Back-End : Packaging Cost

Back-End : Final Test Cost

EyeQ4 Tricam Component Cost

EyeQ4 Monocam Component Cost

Estimated Price Analysis 76

o Definition of Prices

o Manufacturer Financial ratios

o Estimated Manufacturer price

o Selling price 500k, 1M & 5M Units

Company services 84

Page 3: MobilEye EyeQ4 Processor Family - i-Micronews

©2019 by System Plus Consulting | Mobileye EyeQ4 Vision Processor Family 3

Overview / Introductiono Executive Summaryo Reverse Costing

Methodology

Company Profil & Supply Chain

Physical Analysis

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Related Reports

About System Plus

• This full reverse costing study has been conducted to provide insight on technology data, manufacturing cost andselling price of the Mobileye EyeQ4® processor.

• After releasing the EyeQ2® processor in 2010 and the EyeQ3 in 2014, the two vision processors at the core of theAutonomous Emergency Braking (AEB) revolution that has already saved hundreds of lives. Mobileye, leader on themarket, just launched in 2018 the EyeQ4® processor which offers 10 times the processing capability of the EyeQ3®.EyeQ4® supports now, in addition to the previous chips, mapping using REM, Driving Policy, Vehicle detection fromany angle and next generation lane detection.

• With the generalization on all vehicles of AEB and the arrival of the Advanced Driver Assistance Systems (ADAS), thevision processor market is predicted to grow with an impressive CAGR of 90% from 2018 to 2024 according to YoleDeveloppement. In this highly competitive market, Mobileye is currently the leader of Camera-based AdvancedDriver Assistance Systems with products currently available in 160 car models from 18 original equipmentmanufacturers (OEM) including General Motors, Nissan, BMW and Honda.

• The EyeQ4 is still developed with STMicroelectronics, the manufacturer of the die. The EyeQ4 is based on the28nm FD-SOI low consumption technology from STMicroelectronics. Thanks to the SOI substrate, the EyEQ4 is 10time more powerful than the EyeQ3 for a power consumption only 20% upper.

• The EyeQ4-High® processor integrates four multi-threaded MIPS InterAptiv processor cores, coupled with six coresof the new generation of Mobileye’s Vector Microcode Processors (VMP), two Multithreaded Processing Cluster(MPC) cores and two Programmable Macro Array (PMA) cores.

• The EyeQ4-Mid® processor integrates three multi-threaded MIPS InterAptiv processor cores, coupled with fourcores of the new generation of Mobileye’s Vector Microcode Processors (VMP), one Multithreaded ProcessingCluster (MPC) core and one Programmable Macro Array (PMA) core. It can only process one camera while theEyeQ4-High can process 3 cameras.

Executive Summary

Page 4: MobilEye EyeQ4 Processor Family - i-Micronews

©2019 by System Plus Consulting | Mobileye EyeQ4 Vision Processor Family 4

Overview / Introduction

Company Profil & Supply Chain

Physical Analysis o Summaryo System Teardowno Packageo Processo Cross-Sectiono Process Characteristico Comparison

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Related Reports

About System Plus

System Teardown

• The EyeQ4-High and EyeQ4-Mid circuits have been found in the ZF S-Cam4 TriCam Camera and S-Cam4 Mono Camera automotive system.

ZF S-Cam4 TriCam CameraZF S-Cam4 Mono Camera

• You can find the fully teardown analysis and the cost simulation of these 2 systems in the System Plus Consulting catalogue :• SP19457 - ZF S-Cam4 TriCam• SP19457 - ZF S-Cam4 MonoCam

Page 5: MobilEye EyeQ4 Processor Family - i-Micronews

©2019 by System Plus Consulting | Mobileye EyeQ4 Vision Processor Family 5

Overview / Introduction

Company Profil & Supply Chain

Physical Analysis o Summaryo System Teardowno Packageo Processo Cross-Sectiono Process Characteristico Comparison

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Related Reports

About System Plus

Package View & Dimensions : EyeQ4-High Tricam

Package Top View – Optical View

22.5 mm

22

.5 m

m

• Package: Flip-Chip FBGA 784-pin

• Dimensions: 22.5 x 22.5 x 1.7mm

• Pitch: 0.8mm

Package Side View – Optical View

Package Bottom View – Optical View

10

.5 m

m

1.7 mm

Page 6: MobilEye EyeQ4 Processor Family - i-Micronews

©2019 by System Plus Consulting | Mobileye EyeQ4 Vision Processor Family 6

Overview / Introduction

Company Profil & Supply Chain

Physical Analysis o Summaryo System Teardowno Packageo Processo Cross-Sectiono Process Characteristico Comparison

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Related Reports

About System Plus

Package Top View – Optical View

22.5 mm

22

.5 m

m

• Package: Flip-Chip FBGA 784-pin

• Dimensions: 22.5 x 22.5 x 1.7mm

• Pitch: 0.8mm

Package Side View – Optical View

Package Bottom View – Optical View

10

.5 m

m

1.7 mm

The Tricam and the Monocam components are assembled in the same package, a flip-chip FBGA 784-pin

Package View & Dimensions : EyeQ4-Mid Monocam

Page 7: MobilEye EyeQ4 Processor Family - i-Micronews

©2019 by System Plus Consulting | Mobileye EyeQ4 Vision Processor Family 7

Overview / Introduction

Company Profil & Supply Chain

Physical Analysis o Summaryo System Teardowno Packageo Processo Cross-Sectiono Process Characteristico Comparison

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Related Reports

About System Plus

Package Cross-Section

Underfill

Page 8: MobilEye EyeQ4 Processor Family - i-Micronews

©2019 by System Plus Consulting | Mobileye EyeQ4 Vision Processor Family 8

Overview / Introduction

Company Profil & Supply Chain

Physical Analysis o Summaryo System Teardowno Packageo Processo Cross-Sectiono Process Characteristico Comparison

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Related Reports

About System Plus

EyeQ4-High Tricam Die View & Dimensionsxxmm

xxm

m

• Die Area: xx mm²(xx mm x xx mm)

• Number of PGDW per 12-inch wafer: xx

PGDW: Potential Good Dies per Wafer

EyeQ4-High Die Top View – Optical View

• Total Pad Number: xx

Page 9: MobilEye EyeQ4 Processor Family - i-Micronews

©2019 by System Plus Consulting | Mobileye EyeQ4 Vision Processor Family 9

Overview / Introduction

Company Profil & Supply Chain

Physical Analysis o Summaryo System Teardowno Packageo Processo Cross-Sectiono Process Characteristico Comparison

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Related Reports

About System Plus

Die Cross-Section – Metal Layers

Page 10: MobilEye EyeQ4 Processor Family - i-Micronews

©2019 by System Plus Consulting | Mobileye EyeQ4 Vision Processor Family 10

Overview / Introduction

Company Profil & Supply Chain

Physical Analysis o Summaryo System Teardowno Packageo Processo Cross-Sectiono Process Characteristico Comparison

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Related Reports

About System Plus

Die Cross-Section – Transistors

Page 11: MobilEye EyeQ4 Processor Family - i-Micronews

©2019 by System Plus Consulting | Mobileye EyeQ4 Vision Processor Family 11

Overview / Introduction

Company Profil & Supply Chain

Physical Analysis

Manufacturing Process Flow

Cost Analysiso Economic Hypothesis &

Yieldso Wafer & Die Costo Back-End Costo Component Cost

Selling Price Analysis

Related Reports

About System Plus

EyeQ4 Tricam and Monocam Wafer Front-End Cost

Page 12: MobilEye EyeQ4 Processor Family - i-Micronews

©2019 by System Plus Consulting | Mobileye EyeQ4 Vision Processor Family 12

Overview / Introduction

Company Profil & Supply Chain

Physical Analysis

Manufacturing Process Flow

Cost Analysiso Economic Hypothesis &

Yieldso Wafer & Die Costo Back-End Costo Component Cost

Selling Price Analysis

Related Reports

About System Plus

EyeQ4-High Tricam - Component Cost

Page 13: MobilEye EyeQ4 Processor Family - i-Micronews

©2019 by System Plus Consulting | Mobileye EyeQ4 Vision Processor Family 13

Overview / Introduction

Company Profil & Supply Chain

Physical Analysis

Manufacturing Process Flow

Cost Analysis

Selling Price Analysiso Financial Ratioso Manufacturer Priceo Selling Price

Related Reports

About System Plus

EyeQ4-Mid Monocam - Estimated Selling Price

Page 14: MobilEye EyeQ4 Processor Family - i-Micronews

©2019 by System Plus Consulting | Mobileye EyeQ4 Vision Processor Family 14

Overview / Introduction

Company Profil & Supply Chain

Physical Analysis

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Related Reports

About System Plus

Related Reports

REVERSE COSTING ANALYSES - SYSTEM PLUS CONSULTING

• Bluetooth 5: System-on-Chip Comparison 2018• Bosch MPC2 – Forward Automotive Camera for Advanced

Driver Asistance Systems• TRW S-Cam 3 – Forward Automotive Camera for

Advanced Driver Assistance Systems• Continental MFC430TA – Forward Automotive Camera for

Advanced Driver Assistance Systems• MobilEye_EyeQ3 Processor

MARKET AND TECHNOLOGY REPORTS - YOLE DÉVELOPPEMENT

• LiDAR for Automotive and Industrial Applications 2019• Radar and Wireless for Automotive: Market and Technology

Trends 2019• Artificial Intelligence Computing for Automotive 2019

Page 15: MobilEye EyeQ4 Processor Family - i-Micronews

After releasing the EyeQ2® processor in2010 and the EyeQ3® in 2014, the twovision processors have been at the core ofthe Autonomous Emergency Braking(AEB) revolution that has already savedhundreds of lives. In 2018 Mobileye, themarket leader, launched the EyeQ4®processor, which offers ten times theprocessing capability of the EyeQ3®.EyeQ4® adds supports for mapping usingRoad Experience Management, DrivingPolicy, vehicle detection from any angleand next-generation lane detection. Thevision processor market is predicted tohave an impressive Compound AnnualGrowth Rate (CAGR) of 90% from 2018 to2024 according to Yole Développement.Mobileye is currently the leader ofcamera-based ADAS, with productscurrently available in 160 car modelsincluding General Motors, Nissan, BMWand Honda.

The EyeQ4® chipsets are developed byMobileye and manufactured bySTMicroelectronics using the proprietary28nm Fully Depleted Silicon On Insulator(FD-SOI) low power consumptiontechnology. Thanks to the SOI substrate,the EyeQ4® is 10 times as powerful as theEyeQ3® for just 20% more powerconsumption.

The EyeQ4®-High and -Mid processors,found in the ZF S-Cam4 Tri-cam andMono-cam cameras, integrates multi-threaded Microprocessor from MIPS.These cores are coupled with the newgeneration of Mobileye’s Vector Micro-code Processors (VMP), Multithreaded

Processing Cluster (MPC) cores andProgrammable Macro Array (PMA) coresto manage up to three cameras at thesame time.

This report contains a complete teardownanalysis and a cost estimation of theEyeQ4®-High and-Mid processors. In afirst part, information about the packageand the overall die data: dimensions, maincharacteristics, markings ; are present.Then high-definition optical and SEMpictures of selected areas show the mainIntellectual Property (IP) blocks ans thetransistors' design. Finally, cross-sectionsof integrated circuits (ICs) allow tounderstand the manufacturing process.

The report features an exhaustivecomparison between the EyeQ4®-Highand -Mid versions and the previousEyeQ3®, highlighting the improvements,similarities and differences between thesethree circuits.

COMPLETE TEARDOWN WITH

• Detailed photos

• Precise measurements

• Materials analysis

• Manufacturing process flow

• Supply chain evaluation

• Manufacturing cost analysis

• Comparison between EyeQ4-Mid, EyeQ4-High and EyeQ3

• Estimated sales price

Fourth generation Mobileye vision processor for Advanced Driver AssistanceSystems: EyeQ4-High version for Tri-cam and EyeQ4-Mid version for Mono-cam.

REVERSE COSTING® – STRUCTURE, PROCESS & COST REPORT

Title: MobilEyeEyeQ4 Vision Processor Family

Pages: 90

Date: April 2019

Format: PDF & Excel file

Price: EUR 3,990

Mobileye EyeQ4 Vision Processor Family

IC – LED – RF – MEMS – IMAGING – PACKAGING – SYSTEM – POWER - DISPLAY

Page 16: MobilEye EyeQ4 Processor Family - i-Micronews

TABLE OF CONTENTS

Overview/Introduction

MobilEye Company Profile

EyeQ Family

Physical Analysis

• Physical Analysis Methodology

• System Teardown

• EyeQ4 High and Mid Packages

o Package views, dimensions and markings

o Package opening

o Package cross-section

• EyeQ4 High and Mid Dies

o View, dimensions and marking

o Cross-section

o Process characteristics

Physical Comparison

• Comparison between MobilEye EyeQ4-High, EyeQ4-Mid and EyeQ3

AUTHORS

Manufacturing Process Flow

• Global Overview

• EyeQ4 High and Mid Front-End Process

• EyeQ4 High and Mid Wafer Fabrication Unit

• EyeQ4 High and Mid Package Assembly Unit

• EyeQ4 High and Mid Back-End: Final test

Cost Analysis

• Summary of the Cost Analysis

• Yield Explanations and Hypotheses

• EyeQ4 High and Mid Dies

o Front-end cost

o Wafer and die cost

• EyeQ4 High & Mid Components

o Back-end : Packaging cost

o Back-end : Final test cost

o Component cost

Estimated Price Analysis

MOBILEYE EYEQ4 VISION PROCESSOR FAMILY

RELATED REPORTS

Bluetooth 5: System-on-Chip Comparison 2018Cost-oriented report on cutting edge components from NXP, Qualcomm, Dialog Semi-conductor and Nordic Semi-conductor, dedicated to the 5th generation Bluetooth protocol.August 2018 - EUR 3,990*

Bosch MPC2 –Forward Automotive Camera for Advanced Driver Assistance SystemsBosch confirms its will to catch up on the forward cameramarket with a second issue of their multipurpose cameraApril 2017 - EUR 2,990*

TRW S-Cam 3 –Forward Automotive Camera for Advanced Driver Assistance SystemsThird and latest version of TRW’s best-selling S-Cam series forward camera.April 2017 - EUR 2,990*

Sylvain Hallereau is in charge ofcosting analyses for IC, power andMEMS. He has more than 10 years ofexperience in power devicemanufacturing cost analysis and hasstudied a wide range of technologies.

Véronique Le Troadec has joinedSystem Plus Consulting as alaboratory engineer. Coming fromAtmel Nantes, she has extensiveknowledge in failure analysis ofcomponents and in deprocessing ofintegrated circuits.

Page 17: MobilEye EyeQ4 Processor Family - i-Micronews

COSTING TOOLS

REVERSE COSTING® – STRUCTURE, PROCESS & COST REPORT

Process-BasedCosting Tools

ParametricCosting Tools

WHAT IS A REVERSE COSTING®?

Reverse Costing® is the process of disassembling a device (or asystem) in order to identify its technology and calculate itsmanufacturing cost, using in-house models and tools.

IC Price+

MEMS CoSim+

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LED CoSim+

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CONTACTS

ABOUT SYSTEM PLUS CONSULTING

System Plus Consulting is specialized

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single chip to complex structures.

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Page 18: MobilEye EyeQ4 Processor Family - i-Micronews

ORDER FORMPlease process my order for “Mobileye EyeQ4 Vision Processor Family” Reverse Costing® – Structure, Process & Cost Report Ref: SP19462

Full Structure, Process & Cost Report : EUR 3,990* Annual Subscription offers possible from 3 reports, including this

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REVERSE COSTING® – STRUCTURE, PROCESS & COST REPORTMOBILEYE EYEQ4 VISION PROCESSOR FAMILY

Each year System Plus Consultingreleases a comprehensive collectionof new reverse engineering andcosting analyses in various domains.You can choose to buy over 12months a set of 3, 4, 5, 7, 10 or 15Reverse Costing® reports.

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Page 19: MobilEye EyeQ4 Processor Family - i-Micronews

©2019 by System Plus Consulting | Mobileye EyeQ4 Vision Processor Family 15

COMPANYSERVICES

Page 20: MobilEye EyeQ4 Processor Family - i-Micronews

©2019 by System Plus Consulting | Mobileye EyeQ4 Vision Processor Family 16

Overview / Introduction

Company Profil & Supply Chain

Physical Analysis

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

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Page 21: MobilEye EyeQ4 Processor Family - i-Micronews

©2019 by System Plus Consulting | Mobileye EyeQ4 Vision Processor Family 17

Overview / Introduction

Company Profil & Supply Chain

Physical Analysis

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Related Reports

About System Pluso Company serviceso Contact

Contact

www.systemplus.fr

NANTESHeadquarter

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Headquarters22 bd Benoni Goullin44200 NantesFRANCE+33 2 40 18 09 [email protected]

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