samsung lpddr5 12gb mobile memory - system plus

©2020 System Plus Consulting | SP20565 - Samsung LPDDR5 12GB Mobile Memory | Sample 1

22 Bd. Benoni Goullin44200 NANTES - FRANCE +33 2 40 18 09 16 [email protected] www.systemplus.fr

Samsung LPDDR5 12GB Mobile MemoryPhysical and cost analysis of Samsung’s ‘1y-nm’ low power DRAM.

SP20565 - Memory report analysis: Belinda DubeLaboratory analysis : Nicolas Radufe

August 2020 – Sample

REVERSE COSTING® – STRUCTURAL, PROCESS & COST REPORT

mailto:[email protected]

http://www.systemplus.fr/


Table of Contents

Overview / Introduction 3

o Executive Summary

o Reverse Costing Methodology

Company Profile 8

o Samsung

o Samsung Low Power DRAM Evolution

o DRAM Market

o DRAM Bit Shipment

Physical Analysis 17

o Synthesis of the Physical Analysis

o Physical Analysis Methodology

o Samsung Ultra S20 teardown

o Package

✓ Package Views & Dimensions

✓ Package Opening

o Memory Die

✓ View, Dimensions & Marking

✓ Cross-Section

✓ Contacts and Metallization

o Samsung DRAM Patents

Manufacturing Process Flow 59

o Global Overview

o Wafer Fabrication Unit

o Front-End Process

Cost Analysis 66

o Synthesis of the cost analysis

o Yields Explanation & Hypotheses

o LPDDR5 DRAM

✓ Memory Front-End Cost

✓ Memory Front-End Cost per process steps

o Process Steps

o Component

✓ Front-End Cost

✓ Memory Wafer & Die Cost

✓ Back-End : Final Test Cost

✓ LPDDR5 Component Cost

Estimated Price and Gross Margin Analysis 81

Company services 87


Overview / Introductiono Executive Summaryo Reverse Costing

Methodologyo Glossary

Company Profile

Technology and market

Physical Analysis

Physical Analysis Comparison

Manufacturing Process Flow

Cost Analysis

Cost Analysis Comparison

Selling Price Analysis

Feedbacks

Related Reports

About System Plus

Executive Summary

Samsung has maintained its position as the world leader in advanced memory technology. Samsung grasped 44% of DRAM market

share in 2019. Their DRAM catalogue comprises of Low Power DRAM mostly used in smartphones. Low Power DRAM continues to

advance with each generation to cater for new applications, provide better performance and higher efficiency. The high speed and

power saving characteristics of Samsung’s LPDDR5 memory makes it attractive for use in mobile devices and autonomous vehicles,

that essentially need to keep pace with 5G applications and Artificial Intelligence technology innovations. The low power

consumption is important in mobiles devices to help extend battery life.

This is the world’s first commercially available LPDDR5, it uses 1y nm process technology. Samsung has developed the advanced

process technology to pave a way for digital innovations, providing the industry with fast speed memories.

The new LPDDR5 chips are engineered to maximize power saving by lowering their voltage use in accordance to the processor’s

operation. Compared to LPDDR4, the latest low power DRAM has higher data rate that is approximately 1.3 times of LPDDR4 and

has significant reduced power consumption.

This report constitutes an exhaustive analysis of Samsung’s LPDDR5. It covers a full analysis of the DRAM package and the LPDDR5

die. The report includes high resolution images of the die and DRAM cells. The physical analysis and the process are used estimate

the manufacturing cost and price estimate of Samsung’s latest Low Power DRAM dies. Finally, the component cost that includes the

die manufacturing cost, packaging cost and test cost is determined. Included in the report is a comparison between the LPDDR4 and

the LPDDR5. The die size, density and physical features are compared. The comparison focuses on the physical characteristics and

the manufacturing process differences.


Overview / Introductiono Executive Summaryo Reverse Costing

Methodologyo Glossary

Company Profile


Physical Analysis



Cost Analysis



Feedbacks

Related Reports

About System Plus

The reverse costing analysis for each DRAM memory is conducted in 3 phases:

Teardown analysis

- Identification of element to be analyzed.- Package is analyzed and measured.- The dies are extracted in order to get overall data: dimensions, main blocks, pad number and markings.- Die structure and Process.

Costing analysis

- Setup of the manufacturing process.- Setup of the manufacturing environment.- Cost simulation of the process steps.- Assembly and testing.

Selling price analysis

- Selling price estimation.

Reverse Costing Methodology


PHYSICALANALYSISD R A M


Overview / Introduction

Company Profile


Physical Analysis o Physical Methodologyo Synthesiso Package Analysiso Die Overviewo Die Cross-Sectiono Die Delayeringo Physical Analysis Summaryo Patents



Cost Analysis



Feedbacks

Related Reports

About System Plus

Physical Analysis Methodology

• The Package of each Mobile DRAM Memory is analyzed and measured.

• The package is opened, the dies are extracted to get overall die data: dimensions, main characteristics includingdevice markings.

o Pictures of selected area are made in order to understand the process of fabrication and material used.

• The die information is extracted: dimensions, main blocks, pad number, die marking.

o Separation of memory dies

o Delayering (removal of metal layers) is performed to view and analyse selected areas in order to identify the technology node.

o SEM photographs to measure the layers and dimensions.

o SEM pictures of structures in the memory die.

o Cross-section of Memory to measure thickness of all feature.



Company Profile





Cost Analysis



Feedbacks

Related Reports

About System Plus

Samsung K3LK4K40BM 12GB memory package is found in the latest Samsung Galaxy S20 Ultra-5G.

LPDDR5 Memory Package Opening©2020 by System Plus Consulting

LPDDR5 Memory Package©2020 by System Plus Consulting



Company Profile





Cost Analysis



Feedbacks

Related Reports

About System Plus

Samsung Package Opening



Company Profile





Cost Analysis



Feedbacks

Related Reports

About System Plus

Samsung - Die Cross-Section



Company Profile





Cost Analysis



Feedbacks

Related Reports

About System Plus

Die Cross-Section- SEM View©2020 by System Plus Consulting

Samsung - Die Cross-Section



Company Profile





Cost Analysis



Feedbacks

Related Reports

About System Plus

Samsung Die Cross-Section- Wordline



Company Profile





Cost Analysis



Feedbacks

Related Reports

About System Plus

Samsung Die Cross-Section



Company Profile





Cost Analysis



Feedbacks

Related Reports

About System Plus

Die Cross-Section- SEM©2020 by System Plus Consulting

Samsung Die Cross-Section



Company Profile





Cost Analysis



Feedbacks

Related Reports

About System Plus

Die Delayering- Word Line©2020 by System Plus Consulting

Samsung Die Delayering



Company Profile





Cost Analysis



Feedbacks

Related Reports

About System Plus

Samsung Die Delayering



Company Profile





Cost Analysis



Feedbacks

Related Reports

About System Plus

Samsung Die Delayering – CMOS Transistors



Company Profile





Cost Analysis



Feedbacks

Related Reports

About System Plus

Samsung Patent- Capacitor electrodes



Company Profile


Physical Analysis



Cost Analysis


Feedbacks

Related Reports

About System Plus

LPDDR4 vs LPDDR5 Comparison



Company Profile


Physical Analysis


Manufacturing Process Flowo Samsung Overviewo Front End Processo Fab Unit o Manufacturing Process

Stepso Final Test & Packaging

Cost Analysis



Feedbacks

Related Reports

About System Plus

Samsung DRAM Capacitor formation

Drawing not to Scale



Company Profile


Physical Analysis



Cost Analysiso Synthesiso Samsung Supply Chaino Yieldo Wafer Front End Costo Step Costo Die Costo Package Costo Wafer Back End Costo Component Cost



Feedbacks

Related Reports

About System Plus

Samsung Memory – CMOS and Top Metal Layers Front End Cost



Company Profile


Physical Analysis






Feedbacks

Related Reports

About System Plus

Samsung Memory- DRAM Structure and Total Front-End Cost



Company Profile


Physical Analysis






Feedbacks

Related Reports

About System Plus

Samsung LPDDR5- Cost per Process Step



Company Profile


Physical Analysis






Feedbacks

Related Reports

About System Plus

Samsung Memory Wafer & Die Cost



Company Profile


Physical Analysis






Feedbacks

Related Reports

About System Plus

Samsung Component Cost



Company Profile


Physical Analysis



Cost Analysis


Selling Price Analysiso Samsung Component Price

Feedbacks

Related Reports

About System Plus

Samsung LPDDR5X 12GB Component Price



Company Profile


Physical Analysis



Cost Analysis



Feedbacks

Related Reports

About System Plus

REVERSE COSTING ANALYSES - SYSTEM PLUS CONSULTING

Related Reports

MARKET AND TECHNOLOGY ANALYSES - YOLE DÉVELOPPEMENT

ADVANCED PACKAGING• NAND Quarterly Market Monitor• DRAM Quarterly Market Monitor• Status of the Memory Industry 2020

REVERSE COSTING ANALYSES - SYSTEM PLUS CONSULTING

PACKAGING• Intel Optane 128GB DIMM• Everspin EMD3D256M STTMRAM Memory • LPDDR4 Memory Comparison 2019


https://www.i-micronews.com/products/status-of-the-memory-industry-2020/

https://www.systemplus.fr/reverse-costing-reports/lpddr4-memory-comparison-2019/

https://www.systemplus.fr/reverse-costing-reports/everspin-emd3d256m-sttmram-memory/

https://www.i-micronews.com/products/nand-service-memory-research/

https://www.i-micronews.com/products/dram-service-memory-research/

https://www.i-micronews.com/products/status-of-the-memory-industry-2020/

https://www.systemplus.fr/reverse-costing-reports/intel-optane-128gb-dimm/

https://www.systemplus.fr/reverse-costing-reports/everspin-emd3d256m-sttmram-memory/

https://www.systemplus.fr/reverse-costing-reports/lpddr4-memory-comparison-2019/

https://www.systemplus.fr/reverse-costing-reports/intel-optane-128gb-dimm/

https://www.i-micronews.com/products/nand-service-memory-research/


COMPANYSERVICES



Company Profile


Physical Analysis



Cost Analysis



Feedbacks

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




Company Profile


Physical Analysis



Cost Analysis



Feedbacks

Related Reports

About System Pluso Company Serviceso Contact

Contact

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

Europe Sales OfficeLizzie LEVENEZFrankfurt am MainGERMANY+49 151 23 54 41 [email protected]

www.systemplus.fr

NANTESHeadquarter

FRANKFURT/MAINEurope Sales Office

LYONYOLE HQ

TOKYOYOLE KK

GREATER CHINAYOLE

CORNELIUSYOLE Inc.

KOREAYOLE

Asia Sales OfficeTakashi ONOZAWATokyoJAPANT : +81 804 371 [email protected]

Mavis WANGTAIWANT :+886 979 336 809CN: [email protected]

America Sales OfficeSteve LAFERRIEREWESTERN UST : +1 310 600 [email protected]

Chris YOUMANEASTERN US & CANADAT : +1 919 607 9839 [email protected]







samsung lpddr5 12gb mobile memory - system plus

Documents