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IHS_EWBIEEE xploreSTRATEGY ANALYTICSIHS_EWB_GF

Niche Markets and Strategies for Small/Mid-size Semiconductor Equipment Companies

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出版日期:2014/12/12

Chapter  Introduction                                                                      1-1

                  

Chapter 2  Niche Markets for PROCESSES for 300mm Wafers      2-1

                  

2.1     Introduction                                                                             2-1

2.2     Wafer Level Processing (WLP)                                                  2-3

          2.2.1  Introduction                                                                    2-3

          2.2.2  Flip Chip/WLP Processing Issues and Trends                   2-4

          o        Wafer Bumping                                                              2-4

          o        Wafer Level Packaging                                                    2-8

          o        Pad Redistribution                                                                         2-12

          o        Wafer Bumping Costs                                                                   2-18

          2.2.3  Lithography Issues And Trends                                                 2-20

          2.2.4  UBM Etch Issues And Trends                                                    2-21

          2.2.5  Metallization Issues and Trends                                                 2-25

          o        Gold Bumping Metallization                                           2-25

          o        Solder Bumping Metallization                                         2-27

          2.2.6  Analysis of WLP Market                                                 2-29

2.3     3-D TSV                                                                                   2-32

          2.3.1  Insight Into Critical Issues                                               2-32

          2.3.2  Cost Structure                                                                 2-33

          2.3.3  Critical Processing Technologies                                      2-40

          2.3.4  Evaluation Of Critical Development Segments                 2-46

          2.3.5  TSV Device Forecast                                                       2-52

2.4     Non-volatile Memory Devices MRAM, RRAM and FeRAM       2-55

          2.4.1  Processing Requirements for MRAMs                              2-60

          2.4.2  Processing Requirements for RRAMs                               2-63

          2.4.3  Processing Requirements for FeRAMs                             2-66

2.4.4  Roadmap for Commercialization                                     2-68

2.5     Ultrathin Wafers                                                                       2-71

          2.5.1  Applications for Ultrathin Wafers                                    2-71

          2.5.2  Substrate Thinning                                                         2-72

          2.5.3  Backside Metallization Requirements                               2-79

          2.5.4  Surface Stress Relief                                                        2-81

          2.5.5  Ultrathin Wafer Market                                                   2-83

                  

Chapter 3  Niche Markets for EQUIPMENT for SUB 300mm

                   Wafers                                                                           3-1

                  

3.1     Introduction                                                                             3-1

3.2     MEMs                                                                                      3-3

          3.2.1  The MEMS Market Infrastructure                                    3-3

          3.2.2  Forecast Of The Key Applications And Markets               3-5

          o        MEMS Device Market Forecast                                        3-5

          o        MEMS System Market Forecast                                       3-17

          3.2.3  Markets for Equipment and Materials Suppliers                3-20

3.3     HB-LEDs                                                                                 3-40

          3.3.1  Recent Progress in High Brightness LED Technology and

                    Applications                                                                    3-40

          3.3.2  Processing Equipment                                                     3-49

          3.3.3  Materials of Construction                                                3-61

          3.3.4  OLED Manufacturing                                                     3-65

          3.3.5  Outlook for the Worldwide OLED Market                        3-68

          3.3.6  Outlook for the Worldwide HB-LED Market                    3-72

3.4     Compound Semiconductors                                                      3-83

          3.4.1  GaAs Devices                                                                3-83

          3.4.2  Equipment Trends                                                           3-92

          3.4.3  Wafer Sizes                                                                     3-104

          3.4.4  GaAs IC Market Forecast                                                 3-107

          3.4.5  Competing Against SiGe                                                 3-109

3.5     Thin Film Read/Write Heads for HDD                                       3-117

          3.5.1  Trends in HDDs                                                              3-117

          3.5.2  Recording Head Market Forecast                                      3-126

          3.5.3  Head Processing                                                              3-129

          3.5.4  Head Fabrication – CMP, Deposition, Lithography           3-134

          3.5.5  CMP Challenges                                                             3-139

          3.5.6  Lithography Challenges                                                   3-145

3.6     Bulk Acoustic Wave (BAW)                                                     3-148

          3.6.1  Basic Elements of the BAW Device                                 3-150

          3.6.2  AlN Layer Quality Requirements                                    3-153

          3.6.3  Equipment Requirements for BAW and FBAR Filtering

                   Devices                                                                           3-157

          3.6.4  Bulk Acoustic Wave (BAW) Market                                3-158

 

TABLES

 

                                                                                                          Page

 

2.1     Common UBM Stacks For Solder And Gold Bumping               2-5

2.2     Solder Bumping Guidelines                                                       2-7

2.3     ITRS Pin Counts For Different Applications                              2-9

2.4     Pillar-WLP CSP Guidelines                                                       2-14

2.5     Pad Redistribution Guidelines                                                   2-17

2.6     UBM Film Etchants                                                                  2-24

2.7     Common UBM Stacks For Gold And Solder Bumping               2-26

2.8     WLP Demand By Device (Units)                                               2-30

2.9     WLP Demand By Device (Wafers)                                             2-31

2.10   Forecast Of TSV Devices By Wafers                                          2-53

3.1     MEMS Device Markets                                                            3-6

3.2     MEMS System Markets                                                            3-19

3.3     MEMS Equipment Markets                                                      3-21

3.4     Color, Wavelength Material Of LED                                          3-42

3.5     Comparison of LED, HB-LED, UHB-LED Characteristics          3-48

3.6     Epitaxy Metrics from Initial Solid-State Lighting

          Manufacturing R&D Roadmap                                                  3-55

3.7     Process Control Metrics                                                            3-57

3.8     Production Method for Various LEDs                                        3-62

3.9     GaAs IC Market Forecast                                                          3-108

3.10   Comparison Of Piezoelectric Materials For BAW Applications   3-154

 

 

 

 

 

FIGURES

 

                                                                                                          Page

 

2.1     Solder Bumping Process                                                            2-6

2.2     Pillar-WLPCSP Process                                                             2-13

2.3     Pad Redistribution Process                                                        2-16

2.4     Via First (iTSV) Cost Of Ownership                                         2-34

2.5     Via First (iTSV) Cost Of Ownership Front And Back Side          2-36

2.6     Via First (iTSV) Process Flow                                                   2-37

2.7     iTSV Versus pTSV Cost Of Ownership                                     2-38

2.8     Effect Of TSV Depth And Diameter On Cost                             2-39

2.9     Illustration Of Bosch Process                                                    2-43

2.10   Process And Equipment Flow For EMC3D Consortium Members  2-47

2.11   Various  TSV Integration Schemes                                          2-49

2.12   Forecast OF TSV Devices By Wafers                                         2-54

2.13   Comparison Of Non-Volatile RAM Write Times                        2-56

2.14   Competition In Dissipation Speed And Memory Capacity          2-57

2.15   Comparison Of MTAM Technologies                                        2-62

2.16 Tunneling Magnetoresistive (TMR) Device For  MRAM           2-64

2.17   Al / TiOx / Al ”Sandwich Of An RRAM                                    2-65

2.18   Different FeERAM Cell Designs                                                2-67

2.19   Wafer Thinning Equipment Sales Forecast 2010-2015                2-84

3.1     Operation of LED                                                                     3-41

3.2     Market drivers for LED Biz and Applications                             3-45

3.3     SSL vs. Classical Technologies                                                  3-46

3.4     LED Performance vs. Traditional Light Sources                         3-47

3.5     Pareto Analysis Of SSL Manufacturing Costs                           3-52

3.6     Nanoimprint Lithography System                                             3-60

3.7     Regular LED (white) Front-End Steps                                       3-63

3.8     Schematic of AMOLED                                                            3-69

3.9     Active Matrix OLED Demand Forecast                                      3-70

3.10   LED Market by Sector                                                              3-81

3.11   Worldwide LED Market Forecast                                               3-82

3.12   Schematic of GaAs MESFET                                                  3-84

3.13   Schematic of GaAs HEMT Device                                          3-86

3.14   Schematic of GaAs HBT Device                                             3-89

3.15   Schematic of GaAs HBT Device                                             3-91

3.16   pHEMT MMIC Process Flow Chart                                           3-93

3.17   0.15 Micron 3MI Process Cross Section                                     3-99

3.18   InGaP HBT Process                                                                  3-102

3.19   Worldwide SiGe Market Forecast                                               3-115

3.20   Hard Disk Drive Roadmap                                                         3-118

3.21   Decrease In Average Price Of Storage                                        3-119

3.22   Heads Per Drive  -- 2003-2014                                                 3-121

3.23   Increase In Areal Density                                                         3-123

3.24   Market Forecast Of Recording Head Consumption                     3-127

3.25   Heads Per Drive Forecast                                                           3-128

3.26   Thin Film Head Structure                                                         3-130

3.27   Critical Features In Thin Film Head Structure                           3-131

3.28   Spin Valve  Head Structure                                                     3-132

3.29   Cross-Sectional View TFH Stacks                                              3-135

3.30   Cross-Sectional View Of A TFH Design                                    3-136

3.31   CMP Slurry System For Tfh Wafer Polishing                             3-143

3.32   Critical Feature Trends In Thin Film Heads                               3-146

3.33   Application Space For Rf Filters                                                3-149

3.34   FBAR Diagram                                                                         3-151

3.35   BAW-SMR Diagram                                                                 3-152

3.36   Worldwide BAW Forecast                                                         3-159

 

 

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