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©2019 by System Plus Consulting | GaN-on-Sapphire HEMT Power IC by Power Integrations 1
22 Bd Benoni Goullin44200 NANTES - FRANCE +33 2 40 18 09 16 [email protected] www.systemplus.fr
GaN-on-Sapphire HEMT Power IC by Power Integrations
InnoSwitch3 Flyback Switcher Power IC in Anker PowerPort Atom PD 1
SP19480 - Power Semiconductor report by Amine ALLOUCHELaboratory Analysis by Nicolas RADUFE
July 2019 – SAMPLE
REVERSE COSTING® – STRUCTURAL, PROCESS & COST REPORT
©2019 by System Plus Consulting | GaN-on-Sapphire HEMT Power IC by Power Integrations 2
Table of Contents
Overview / Introduction 5
o Executive Summary
o Market
o Reverse Costing Methodology
Company Profile 13
o Power Integrations
Physical Analysis 17
o Summary of the Physical Analysis
o Power IC in Wall-Charger Anker PowerPort Atom PD 1
o Package analysis
Package Opening
Package Cross-Sections
o HEMT Die
HEMT Die View & Dimensions
HEMT Die Process
HEMT Die Cross-Section
HEMT Die Process Characteristic
o Primary & Secondary Control ICs
IC Dies View & Dimensions
IC Dies Process
IC Dies Cross-Section
IC Dies Process Characteristic
Manufacturing Process Flow 98
o HEMT Die Front-End Process
o HEMT Die Fabrication Unit
o IC Dies Front-End Process
o IC Dies Fabrication Unit
o Packaging Process Flow
Cost Analysis 120
o Summary of the cost analysis
o Yields Explanation & Hypotheses
o HEMT die
HEMT Wafer Front-End Cost and Front-End Cost per process step.
HEMT Back-End0 Cost: Die Probe Test, Thinning & Dicing
HEMT Die Cost
o IC dies
IC Front-End Cost
IC Back-End0 Cost : Die Probe Test, Thinning & Dicing
IC Die Cost
o Packaging Assembly Cost
o Component Cost
Back-End: Final Test Cost
Component Cost
Price Analysis 143
o Definition of prices
o Estimation of selling price
Comparison 146
o Technology and cost comparison between Power Integrations and Navitas
GaN HEMT dies
Feedback 149
System Plus services 151
©2019 by System Plus Consulting | GaN-on-Sapphire HEMT Power IC by Power Integrations 3
Overview / Introductiono Executive Summaryo Marketo Reverse Costing
Methodology
Company Profile & Supply Chain
Physical Analysis
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
Comparison
Related Reports
About System Plus
Executive Summary
The long-expected first GaN-on-Sapphire die has been integrated into a commercially-available device!
In this report, System Plus Consulting unveils Power Integrations’ technical choices from the device design up to the packaging.
The first GaN-on-Sapphire-based Power Integrated Circuit (IC) die has been found in the Wall-Charger PowerPort Atom PD1: A2017 from Anker. The die is co-packaged with three ICs constituting primary-side and secondary-side controllers in the SC1933C device.
To our great surprise, the power GaN HEMT was processed on a sapphire substrate which is a major breakthrough that we did not observe before in other power GaN HEMTs. The latter being generally processed on Silicon substrates.
In this report, System Plus Consulting presents a deep teardown analysis of the SC1933C. Detailed optical and Scanning Electron Microscope pictures and cross-sections with energy-dispersive X-ray analysis are included to reveal Power Integrations’ technical choices at the microscopic level of the IC and HEMT designs.
The report provides an estimation of the production costs of the ICs, the HEMT and the package as well as the estimated selling price of the component. Finally, the report includes a comparison with the GaN-on-silicon HEMT from Navitas. This comparison highlights the differences in GaN die designs and manufacturing costs.
A system-oriented analysis of the PowerPort Atom PD1: A2017 from Anker, can be found in our "GaN Chargers Comparison" report, which focuses on the impact of GaN die adoption in the latest wall charger designs and their performance.
©2019 by System Plus Consulting | GaN-on-Sapphire HEMT Power IC by Power Integrations 4
Overview / Introductiono Executive Summaryo Marketo Reverse Costing
Methodology
Company Profile & Supply Chain
Physical Analysis
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
Comparison
Related Reports
About System Plus
GaN – Main Players Roadmap
©2019 by System Plus Consulting | GaN-on-Sapphire HEMT Power IC by Power Integrations 5
Overview / Introduction
Company Profile & SupplyChain
Physical Analysis o Summaryo InnoSwitch Technologyo Packageo GaN HEMTo Primary Control ICso Secondary Control IC
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
Comparison
Related Reports
About System Plus
Summary of the Physical Analysis
©2019 by System Plus Consulting | GaN-on-Sapphire HEMT Power IC by Power Integrations 6
Overview / Introduction
Company Profile & SupplyChain
Physical Analysis o Summaryo InnoSwitch Technologyo Packageo GaN HEMTo Primary Control ICso Secondary Control IC
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
Comparison
Related Reports
About System Plus
Plastic molding
Cross-section axis #1
Package Cross-Section #1: HEMT – Optical View©2019 by System Plus Consulting
Package Cross-Section #1: HEMT – Optical View©2019 by System Plus Consulting
xx wire bonding
xxx
xxx
xxx
xx
Package Cross-Section #1
©2019 by System Plus Consulting | GaN-on-Sapphire HEMT Power IC by Power Integrations 7
Overview / Introduction
Company Profile & SupplyChain
Physical Analysis o Summaryo InnoSwitch Technologyo Packageo GaN HEMTo Primary Control ICso Secondary Control IC
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
Comparison
Related Reports
About System Plus
HEMT die Dimensions
©2019 by System Plus Consulting | GaN-on-Sapphire HEMT Power IC by Power Integrations 8
Overview / Introduction
Company Profile & SupplyChain
Physical Analysis o Summaryo InnoSwitch Technologyo Packageo GaN HEMTo Primary Control ICso Secondary Control IC
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
Comparison
Related Reports
About System Plus
xx µm
Die process before delayering – Optical View©2019 by System Plus Consulting
Die process after delayering – Optical View©2019 by System Plus Consulting
o Pitch: xx µm
xxxx
Die Process
©2019 by System Plus Consulting | GaN-on-Sapphire HEMT Power IC by Power Integrations 9
Overview / Introduction
Company Profile & SupplyChain
Physical Analysis o Summaryo InnoSwitch Technologyo Packageo GaN HEMTo Primary Control ICso Secondary Control IC
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
Comparison
Related Reports
About System Plus
xx µm
xxx
Die Cross-Section
Die Cross-Section – SEM View©2019 by System Plus Consulting
o Die thickness: xx µm
o xx solder thickness: xx µm
Substrate
Copper leadframe
Package plastic molding
xxx
Cu bonding
xx µm
©2019 by System Plus Consulting | GaN-on-Sapphire HEMT Power IC by Power Integrations 10
Overview / Introduction
Company Profile & SupplyChain
Physical Analysis o Summaryo InnoSwitch Technologyo Packageo GaN HEMTo Primary Control ICso Secondary Control IC
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
Comparison
Related Reports
About System Plus
xxx
Die Cross-Section – EDX Analysis: xxx
Die Cross-Section – SEM View©2019 by System Plus Consulting
o The EDX analysis on the substrate xxx reveals the presence of a majoritary xxx (93.35%), proving a xxx of HEMT die.
Element P% A%
Xx 93.35 70.93
xx 2.11 2.73
EDX
o Xxx thickness: xx µm
xx µm
©2019 by System Plus Consulting | GaN-on-Sapphire HEMT Power IC by Power Integrations 11
Overview / Introduction
Company Profile & SupplyChain
Physical Analysis o Summaryo InnoSwitch Technologyo Packageo GaN HEMTo Primary Control ICso Secondary Control IC
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
Comparison
Related Reports
About System PlusDie Cross-Section – SEM View©2019 by System Plus Consulting
Package plastic molding
xxx
Die Cross-Section – SEM View©2019 by System Plus Consulting
xx
xx
xx: xx
o GaN: xx µm
o xx : xx µm
o Al: xx µm
o xx: xx µm
o xx: xx µm
Layers thickness:
Source contact
Drain contact
xx
Die Cross-Section
©2019 by System Plus Consulting | GaN-on-Sapphire HEMT Power IC by Power Integrations 12
Overview / Introduction
Company Profile & SupplyChain
Physical Analysis o Summaryo InnoSwitch Technologyo Packageo GaN HEMTo Primary Control ICso Secondary Control IC
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
Comparison
Related Reports
About System Plus
IC Die – Optical View©2019 by System Plus Consulting
Primary Side Controller IC “Die 1” – Delayering
©2019 by System Plus Consulting | GaN-on-Sapphire HEMT Power IC by Power Integrations 13
Overview / Introduction
Company Profile & SupplyChain
Physical Analysis o Summaryo InnoSwitch Technologyo Packageo GaN HEMTo Primary Control ICso Secondary Control IC
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
Comparison
Related Reports
About System Plus IC Die Process – Optical View©2019 by System Plus Consulting
Primary Side Controller IC “Die 1” – Delayering
IC Die Process – Optical View©2019 by System Plus Consulting
o The process uses xx transistors.
o MOS transistor gate length: xx µm.
o We consider that the minimum dimension is xx µm.
xx µm
©2019 by System Plus Consulting | GaN-on-Sapphire HEMT Power IC by Power Integrations 14
Overview / Introduction
Company Profile & SupplyChain
Physical Analysis
Manufacturing Process Flowo HEMT Fab Unito HEMT Process Flowo ICs Fab Unito ICs Process Flowo Component Packaging
Cost Analysis
Selling Price Analysis
Comparison
Related Reports
About System Plus
Detailed Front-End Process – PowerCoSim+ Tool
©2019 by System Plus Consulting | GaN-on-Sapphire HEMT Power IC by Power Integrations 15
Overview / Introduction
Company Profile & SupplyChain
Physical Analysis
Manufacturing Process Flowo HEMT Fab Unito HEMT Process Flowo ICs Fab Unito ICs Process Flowo Component Packaging
Cost Analysis
Selling Price Analysis
Comparison
Related Reports
About System Plus
GaN Transistor - Process Flow (2/4)
xx for xx contact
• Xxx pattern and etching
SiN layer
• SiN deposition and patterning.
Xxx contact
• xxx deposition and patterning.
SiN
Drawing not to Scale
xxx
©2019 by System Plus Consulting | GaN-on-Sapphire HEMT Power IC by Power Integrations 16
Overview / Introduction
Company Profile & SupplyChain
Physical Analysis
Manufacturing Process Flowo HEMT Fab Unito HEMT Process Flowo ICs Fab Unito ICs Process Flowo Component Packaging
Cost Analysis
Selling Price Analysis
Comparison
Related Reports
About System Plus
Description of the Wafer Fabrication Unit – IC Die 1
o In our calculation, we simulate a production unit using 150mm wafers. IC manufacturing Process was simulated on ICPrice+ tool.
Estimated IC wafer fab unit:
Name: xxx
Wafer diameter: 150mm (6-inch)
Capacity: xxx wafers / month
Year of start: xxx
Products: xxx
Location: xxx
Excerpt from ICPrice+ tool
©2019 by System Plus Consulting | GaN-on-Sapphire HEMT Power IC by Power Integrations 17
Overview / Introduction
Company Profile & SupplyChain
Physical Analysis
Manufacturing Process Flowo HEMT Fab Unito HEMT Process Flowo ICs Fab Unito ICs Process Flowo Component Packaging
Cost Analysis
Selling Price Analysis
Comparison
Related Reports
About System Plus
Secondary Side Controller IC “Die 4”– Front-End Summary
o The die area of the IC is xxx mm².
o The process is a xxx with xxx metal layers, xxx polysilicon layer with xxx.
o It is estimated that this process was introduced in xxx and requires xxx masking steps.
Excerpt from ICPrice+ tool
©2019 by System Plus Consulting | GaN-on-Sapphire HEMT Power IC by Power Integrations 18
Overview / Introduction
Company Profile & SupplyChain
Physical Analysis
Manufacturing Process Flow
Cost Analysiso Summaryo GaN HEMT Costo ICs Costo Packaging Costo Component Cost
Selling Price Analysis
Comparison
Related Reports
About System Plus
GaN HEMT Wafer Front-End Cost per Process Step
©2019 by System Plus Consulting | GaN-on-Sapphire HEMT Power IC by Power Integrations 19
Overview / Introduction
Company Profile & SupplyChain
Physical Analysis
Manufacturing Process Flow
Cost Analysiso Summaryo GaN HEMT Costo ICs Costo Packaging Costo Component Cost
Selling Price Analysis
Comparison
Related Reports
About System Plus
Primary Side Controller IC “Die 1” – Unprobed Wafer Cost
o The wafer cost is estimated between $xx and $xx according to yield hypothesis.
o The main part of the wafer cost is due to the xx with xx% and xxwith xx%.
©2019 by System Plus Consulting | GaN-on-Sapphire HEMT Power IC by Power Integrations 20
Overview / Introduction
Company Profile & SupplyChain
Physical Analysis
Manufacturing Process Flow
Cost Analysiso Summaryo GaN HEMT Costo ICs Costo Packaging Costo Component Cost
Selling Price Analysis
Comparison
Related Reports
About System Plus
Secondary Side Controller IC “Die 4” – Die Cost
o The die cost is estimated between $xx and $xx according to yield variations.
o Silicon cost accounts for xx% of the cost.
o The probe test, back grinding and dicing represent xx% of the cost.
o The scrap cost (xx%) is the total of all the losses during the back-end process.
©2019 by System Plus Consulting | GaN-on-Sapphire HEMT Power IC by Power Integrations 21
Overview / Introduction
Company Profile & Supply Chain
Physical Analysis
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
Comparison
Related Reports
About System Plus
Estimated Selling Price
o The component manufacturing cost ranges from$xx to $xx according to yield variations.
o The component selling price ranges from $xx to$xx according to yield variations.
©2019 by System Plus Consulting | GaN-on-Sapphire HEMT Power IC by Power Integrations 22
Overview / Introduction
Company Profile & Supply Chain
Physical Analysis
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
Comparisono Power Integrations vs
Navitas
Related Reports
About System Plus
Comparison between Power Integrations and Navitas GaN HEMT dies
Manufacturer TransistorPackage
TypeYear
Die Size (mm²)
Lithography masks
Metal layers Pitch (µm)Epitaxy
(µm)
Wafer thickness
(µm)
Power Integrations SC1933C SOIC 2018 xx xx xx xx xx xx
Navitas NV6115 QFN 6-pin 2018 xx xx xx xx xx xx
xxx
Navitas - NV6115Power Integrations - SC1933C
Note:NV6115 component is aHEMT transistor with a driverinterface.Detailed teardown of theNavitas NV6115 can be foundin System Plus Consulting’sreport “SP19464 - NavitasGaN HEMT 650V Family”.
©2019 by System Plus Consulting | GaN-on-Sapphire HEMT Power IC by Power Integrations 23
Overview / Introduction
Company Profile & Supply Chain
Physical Analysis
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
Comparison
Related Reports
About System Plus
Related Reports
MARKET AND TECHNOLOGY REPORTS - YOLE DÉVELOPPEMENT
POWER ELECTRONICS & COMPOUND SEMI• Power GaN 2018: Epitaxy, Devices, Applications and Technology
Trends• Discrete Power Device Packaging: Materials Market and
Technology Trends 2019• Status of the Power Electronics Industry 2018• Wireless Charging Technologies and Markets 2018
REVERSE COSTING ANALYSES - SYSTEM PLUS CONSULTING
POWER SEMICONDUCTORS & COMPOUND• GaN-Based Wall Charger Comparison 2019• Navitas 650V GaNFast Power IC Family• GaN-on-Silicon Transistor Comparison 2018• Texas Instruments’ LMG5200 GaN Power Stage
©2019 by System Plus Consulting | GaN-on-Sapphire HEMT Power IC by Power Integrations 24
COMPANYSERVICES
©2019 by System Plus Consulting | GaN-on-Sapphire HEMT Power IC by Power Integrations 25
Overview / Introduction
Company Profile & Supply Chain
Physical Analysis
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
Comparison
Related Reports
About System Pluso Company serviceso Contact
Business Models a Fields of Expertise
Custom Analyses(>130 analyses per year)
Reports(>60 reports per year)
Costing Tools
Trainings
©2019 by System Plus Consulting | GaN-on-Sapphire HEMT Power IC by Power Integrations 26
Overview / Introduction
Company Profile & Supply Chain
Physical Analysis
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
Comparison
Related Reports
About System Pluso Company serviceso Contact
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