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With the prospects of large 450mm wafers going nowhere, IC manufacturers are increasing efforts to maximize fabrication plants using 300mm and 200mm diameter silicon substrates. The number of 300mm wafer production-class fabs in operation worldwide is expected to increase each year between now and 2021 to reach 123 compared to 98 in 2016, according to the forecast in IC Insights’ Global Wafer Capacity 2017-2021 report.

As shown in Figure 1, 300mm wafers represented 63.6% of worldwide IC fab capacity at the end of 2016 and are projected to reach 71.2% by the end of 2021, which translates into a compound annual growth rate (CAGR) of 8.1% in terms of silicon area for processing by plant equipment in the five-year period.

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Figure 1

The report’s count of 98 production-class 300mm fabs in use worldwide at the end of 2016 excludes numerous R&D front-end lines and a few high-volume 300mm plants that make non-IC semiconductors (such as power transistors).  Currently, there are eight 300mm wafer fabs that have opened or are scheduled to open in 2017, which is the highest number in one year since 2014 when seven were added, says the Global Wafer Capacity report.  Another nine are scheduled to open in 2018.   Virtually all these new fabs will be for DRAM, flash memory, or foundry capacity, according to the report.

Even though 300mm wafers are now the majority wafer size in use, both in terms of total surface area and in actual quantity of wafers, there is still much life remaining in 200mm fabs, the capacity report concludes.  IC production capacity on 200mm wafers is expected to increase every year through 2021, growing at a CAGR of 1.1% in terms of total available silicon area. However, the share of the IC industry’s monthly wafer capacity represented by 200mm wafers is forecast to drop from 28.4% in 2016 to 22.8% in 2021.

IC Insights believes there is still much life left in 200mm fabs because not all semiconductor devices are able to take advantage of the cost savings 300mm wafers can provide.  Fabs running 200mm wafers will continue to be profitable for many more years for the fabrication of numerous types of ICs, such as specialty memories, display drivers, microcontrollers, and RF and analog products.  In addition, 200mm fabs are also used for manufacturing MEMS-based “non-IC” products such as accelerometers, pressure sensors, and actuators, including acoustic-wave RF filtering devices and micro-mirror chips for digital projectors and displays, as well as power discrete semiconductors and some high-brightness LEDs.

The automotive lighting market totaled US$25.7 billion in 2016 and is expected to reach US$35.9 billion in 2022, with a 5.7% CAGR between 2016 and 2022. In 2017, Yole Développement (Yole) estimates that the market should be close to US$27.7 billion.

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This growth is driven by natural LED cost erosion, increasing the LED penetration rate. Standardization of LED modules and their optimization are key factors behind decreasing costs. This has resulted in more vehicles equipped with LED technology.

The market research and strategy consulting company Yole proposes today a detailed analysis of the automotive lighting industry: Automotive Lighting: Technology, Industry and Market Trends 2017. This new report presents all automotive lighting applications and associated market revenue between 2013 and 2022. Yole’s analysts detail the integration status of different lighting technologies and systems, technical trends, market evolution and market size by application.

The automotive lighting is facing to an unexpected fast growth combined with technology revolution that will reshape the industry.

Since the first full LED headlamp was introduced in 2007, LED technology has gradually penetrated headlamp design. LED technology has allowed lighting to become a distinctive feature and enabled innovative functions like the glare free adaptive high beam introduced in 2013. LED technology use had been limited to high-end vehicles and has had to compete with traditional light sources, namely halogen and high-intensity discharge (HID/Xenon). Improved LED performance, lower power consumption and flexible design were the first enablers. Then, cost reductions helped LED technology spread to all vehicle categories.

Automotive lighting is driven by exterior lighting and especially headlamps, generating more than two-thirds of the total market revenue. Rear lighting is the second largest area, representing 17% of total market revenue. Interior lighting represents almost 10% of revenue but growth is expected to be linked to the development of autonomous vehicles and the creation of vehicles as «living homes». Other types of lighting, such as fog lamps, CHMSL or small lamps, comprised the remaining 7% of revenue in 2016.

“More than 100 million vehicles will be sold in 2022, but this has only a limited impact on the lighting market”,comments Pierrick Boulay, Technology & Market Analyst at Yole, in his article published on i-micronews: The automotive lighting industry will be worth $36B in 2022. He adds: “The main reason for lighting growth is that the penetration of LED technology is spreading from high-end cars to mid-range and low-end cars. LED technology propagation and more generally SSL technologies will enable the development of new functionalities.”

Yole’s analysts offer you today a comprehensive overview of this industry, its challenges, its supply chain and key figures. Automotive lighting industry is clearly showing remarkable technical advances including emerging technologies based on microLEDs, LCDs and lasers, explain the consulting company in this report. AFLS architecture and interaction with sensors are also part of this evolution and well described.

WIN Semiconductors Corp (TPEx:3105), the world’s largest pure-play compound semiconductor foundry, has released an optimized version of its 0.25µm gallium nitride technology, NP25, that provides superior DC and RF transistor performance. NP25 is a 0.25µm-gate GaN-on-SiC process, and offers users the flexibility to produce both fully integrated amplifier products as well as custom discrete transistors. In production since 2014, the optimized 0.25µm process offers enhanced RF performance with fast switching time, higher gain and increased power added efficiency for demanding power applications through Ku-band

Optimized NP25 transistors exhibit more ideal DC and RF IV characteristics and provide 2 dB higher maximum stable gain. Increased gain leads directly to higher power density and PAE under a range of tuning and bias conditions. This performance-optimized process is fully qualified and supported with a comprehensive design kit and transistor models.

The WIN NP25 technology is fabricated on 4-inch silicon carbide substrates and operates at a drain bias of 28 volts. At 10GHz, NP25 provides saturated output power of 5 watts/mm with 19 dB linear gain and over 65% power added efficiency. These performance metrics make the NP25 process well suited for a variety of high power, broad bandwidth and linear transmit functions in the radar, satellite communications, and wireless infrastructure markets.

Gartner, Inc. this week highlighted the top strategic technology trends that will impact most organizations in 2018. Analysts presented their findings during Gartner Symposium/ITxpo, which took place through Thursday.

Gartner defines a strategic technology trend as one with substantial disruptive potential that is beginning to break out of an emerging state into broader impact and use, or which are rapidly growing trends with a high degree of volatility reaching tipping points over the next five years.

“Gartner’s top 10 strategic technology trends for 2018 tie into the Intelligent Digital Mesh. The intelligent digital mesh is a foundation for future digital business and ecosystems,” said David Cearley, vice president and Gartner Fellow. “IT leaders must factor these technology trends into their innovation strategies or risk losing ground to those that do.”

The first three strategic technology trends explore how artificial intelligence (AI) and machine learning are seeping into virtually everything and represent a major battleground for technology providers over the next five years. The next four trends focus on blending the digital and physical worlds to create an immersive, digitally enhanced environment. The last three refer to exploiting connections between an expanding set of people and businesses, as well as devices, content and services to deliver digital business outcomes.

The top 10 strategic technology trends for 2018 are:

AI Foundation
Creating systems that learn, adapt and potentially act autonomously will be a major battleground for technology vendors through at least 2020. The ability to use AI to enhance decision making, reinvent business models and ecosystems, and remake the customer experience will drive the payoff for digital initiatives through 2025.

“AI techniques are evolving rapidly and organizations will need to invest significantly in skills, processes and tools to successfully exploit these techniques and build AI-enhanced systems,” said Mr. Cearley. “Investment areas can include data preparation, integration, algorithm and training methodology selection, and model creation. Multiple constituencies including data scientists, developers and business process owners will need to work together.”

Intelligent Apps and Analytics
Over the next few years, virtually every app, application and service will incorporate some level of AI. Some of these apps will be obvious intelligent apps that could not exist without AI and machine learning. Others will be unobtrusive users of AI that provide intelligence behind the scenes. Intelligent apps create a new intelligent intermediary layer between people and systems and have the potential to transform the nature of work and the structure of the workplace.

“Explore intelligent apps as a way of augmenting human activity and not simply as a way of replacing people,” said Mr. Cearley. “Augmented analytics is a particularly strategic growing area which uses machine learning to automate data preparation, insight discovery and insight sharing for a broad range of business users, operational workers and citizen data scientists.”

AI has become the next major battleground in a wide range of software and service markets, including aspects of enterprise resource planning (ERP). Packaged software and service providers should outline how they’ll be using AI to add business value in new versions in the form of advanced analytics, intelligent processes and advanced user experiences.

Intelligent Things
Intelligent things are physical things that go beyond the execution of rigid programming models to exploit AI to deliver advanced behaviors and interact more naturally with their surroundings and with people. AI is driving advances for new intelligent things (such as autonomous vehicles, robots and drones) and delivering enhanced capability to many existing things (such as Internet of Things [IoT] connected consumer and industrial systems).

“Currently, the use of autonomous vehicles in controlled settings (for example, in farming and mining) is a rapidly growing area of intelligent things. We are likely to see examples of autonomous vehicles on limited, well-defined and controlled roadways by 2022, but general use of autonomous cars will likely require a person in the driver’s seat in case the technology should unexpectedly fail,” said Mr. Cearley. “For at least the next five years, we expect that semiautonomous scenarios requiring a driver will dominate. During this time, manufacturers will test the technology more rigorously, and the nontechnology issues such as regulations, legal issues and cultural acceptance will be addressed.” 

Digital Twin
A digital twin refers to the digital representation of a real-world entity or system. Digital twins in the context of IoT projects is particularly promising over the next three to five years and is leading the interest in digital twins today. Well-designed digital twins of assets have the potential to significantly improve enterprise decision making. These digital twins are linked to their real-world counterparts and are used to understand the state of the thing or system, respond to changes, improve operations and add value. Organizations will implement digital twins simply at first, then evolve them over time, improving their ability to collect and visualize the right data, apply the right analytics and rules, and respond effectively to business objectives.

“Over time, digital representations of virtually every aspect of our world will be connected dynamically with their real-world counterpart and with one another and infused with AI-based capabilities to enable advanced simulation, operation and analysis,” said Mr. Cearley. “City planners, digital marketers, healthcare professionals and industrial planners will all benefit from this long-term shift to the integrated digital twin world.”

Cloud to the Edge
Edge computing describes a computing topology in which information processing, and content collection and delivery, are placed closer to the sources of this information. Connectivity and latency challenges, bandwidth constraints and greater functionality embedded at the edge favors distributed models. Enterprises should begin using edge design patterns in their infrastructure architectures — particularly for those with significant IoT elements.

While many view cloud and edge as competing approaches, cloud is a style of computing where elastically scalable technology capabilities are delivered as a service and does not inherently mandate a centralized model.

“When used as complementary concepts, cloud can be the style of computing used to create a service-oriented model and a centralized control and coordination structure with edge being used as a delivery style allowing for disconnected or distributed process execution of aspects of the cloud service,” said Mr. Cearley.

Conversational Platforms
Conversational platforms will drive the next big paradigm shift in how humans interact with the digital world. The burden of translating intent shifts from user to computer. The platform takes a question or command from the user and then responds by executing some function, presenting some content or asking for additional input. Over the next few years, conversational interfaces will become a primary design goal for user interaction and be delivered in dedicated hardware, core OS features, platforms and applications.

“Conversational platforms have reached a tipping point in terms of understanding language and basic user intent, but they still fall short,” said Mr. Cearley. “The challenge that conversational platforms face is that users must communicate in a very structured way, and this is often a frustrating experience. A primary differentiator among conversational platforms will be the robustness of their conversational models and the application programming interface (API) and event models used to access, invoke and orchestrate third-party services to deliver complex outcomes.” 

Immersive Experience
While conversational interfaces are changing how people control the digital world, virtual, augmented and mixed reality are changing the way that people perceive and interact with the digital world. The virtual reality (VR) and augmented reality (AR) market is currently adolescent and fragmented. Interest is high, resulting in many novelty VR applications that deliver little real business value outside of advanced entertainment, such as video games and 360-degree spherical videos. To drive real tangible business benefit, enterprises must examine specific real-life scenarios where VR and AR can be applied to make employees more productive and enhance the design, training and visualization processes.

Mixed reality, a type of immersion that merges and extends the technical functionality of both AR and VR, is emerging as the immersive experience of choice providing a compelling technology that optimizes its interface to better match how people view and interact with their world. Mixed reality exists along a spectrum and includes head-mounted displays (HMDs) for augmented or virtual reality as well as smartphone and tablet-based AR and use of environmental sensors. Mixed reality represents the span of how people perceive and interact with the digital world.

Blockchain
Blockchain is evolving from a digital currency infrastructure into a platform for digital transformation. Blockchain technologies offer a radical departure from the current centralized transaction and record-keeping mechanisms and can serve as a foundation of disruptive digital business for both established enterprises and startups. Although the hype surrounding blockchains originally focused on the financial services industry, blockchains have many potential applications, including government, healthcare, manufacturing, media distribution, identity verification, title registry and supply chain. Although it holds long-term promise and will undoubtedly create disruption, blockchain promise outstrips blockchain reality, and many of the associated technologies are immature for the next two to three years.

Event Driven
Central to digital business is the idea that the business is always sensing and ready to exploit new digital business moments. Business events could be anything that is noted digitally, reflecting the discovery of notable states or state changes, for example, completion of a purchase order, or an aircraft landing. With the use of event brokers, IoT, cloud computing, blockchain, in-memory data management and AI, business events can be detected faster and analyzed in greater detail. But technology alone without cultural and leadership change does not deliver the full value of the event-driven model. Digital business drives the need for IT leaders, planners and architects to embrace event thinking.

Continuous Adaptive Risk and Trust
To securely enable digital business initiatives in a world of advanced, targeted attacks, security and risk management leaders must adopt a continuous adaptive risk and trust assessment (CARTA) approach to allow real-time, risk and trust-based decision making with adaptive responses. Security infrastructure must be adaptive everywhere, to embrace the opportunity — and manage the risks — that comes delivering security that moves at the speed of digital business.

As part of a CARTA approach, organizations must overcome the barriers between security teams and application teams, much as DevOps tools and processes overcome the divide between development and operations. Information security architects must integrate security testing at multiple points into DevOps workflows in a collaborative way that is largely transparent to developers, and preserves the teamwork, agility and speed of DevOps and agile development environments, delivering “DevSecOps.” CARTA can also be applied at runtime with approaches such as deception technologies. Advances in technologies such as virtualization and software-defined networking has made it easier to deploy, manage and monitor “adaptive honeypots” — the basic component of network-based deception.

Gartner clients can learn more in the Gartner Special Report “Top Strategic Technology Trends for 2018.” Additional detailed analysis on each tech trend can be found in the Smarter With Gartner article “Gartner Top 10 Strategic Technology Trends for 2018.”

Quantum dots are nanometre-sized semiconductor particles with potential applications in solar cells and electronics. Scientists from the University of Groningen and their colleagues from ETH Zürich have now discovered how to increase the efficiency of charge conductivity in lead-sulphur quantum dots. Their results will be published in the journal Science Advances on 29 September.

Quantum dots are clusters of some 1,000 atoms which act as one large ‘super-atom’. The dots, which are synthesized as colloids, i.e. suspended in a liquid like a sort of paint, can be organized into thin films with simple solution-based processing techniques. These thin films can turn light into electricity. However, scientists have discovered that the electronic properties are a bottleneck. ‘Especially the conduction of holes, the positive counterpart to negatively charged electrons’, explains Daniel Balazs, PhD student in the Photophysics and Optoelectronics group of Prof. Maria A. Loi at the University of Groningen Zernike Institute for Advanced Materials.

Stoichiometry

Loi’s group works with lead-sulphide quantum dots. When light produces an electron-hole pair in these dots, the electron and hole do not move with the same efficiency through the assembly of dots. When the transport of either is limited, the holes and electrons can easily recombine, which reduces the efficiency of light-to-energy conversion. Balazs therefore set out to improve the poor hole conductance in the quantum dots and to find a toolkit to make this class of materials tunable and multifunctional.

‘The root of the problem is the lead-sulphur stoichiometry’, he explains. In quantum dots, nearly half the atoms are on the surface of the super-atom. In the lead-sulphur system, lead atoms preferentially fill the outer part, which means a ratio of lead to sulphur of 1:3 rather than 1:1. This excess of lead makes this quantum dot a better conductor of electrons than holes.

Thin films

In bulk material, transport is generally improved by ‘doping‘ the material: adding small amounts of impurities. However, attempts to add sulphur to the quantum dots have failed so far. But now Balazs and Loi have found a way to do this and thus increase hole mobility without affecting electron mobility.

Many groups have tried to combine the addition of sulphur with other production steps. However, this caused many problems, such as disrupting the assembly of the dots in the thin film. Instead, Balazs first produced ordered thin films and then added activated sulphur. Sulphur atoms were thus successfully added to the surface of the quantum dots, without affecting the other properties of the film. ‘A careful analysis of the chemical and physical processes during the assembly of quantum dot thin films and the addition of extra sulphur were what was needed to get this result. That’s why our group, with the cooperation of our chemistry colleagues from Zürich, was successful in the end.’

Devices

Loi’s team is now able to add different amounts of sulphur, which enables them to tune the electric properties of the super-atom assemblies. ‘We now know that we can improve the efficiency of quantum dot solar cells above the current record of 11%. The next step is to show that this method can also make other types of functional devices such as thermoelectric devices.’ It underlines the unique properties of quantum dots: they act as one atom with specific electric properties. ‘And now we can assemble them and can engineer their electrical properties as we wish. That is something which is impossible with bulk materials and it opens new perspectives for electronic and optoelectronic devices.’

Solar-Tectic LLC (“ST”) announced today that a patent application for a method of making III-V thin-film tandem solar cells with high performance has been allowed by the US Patent and Trademark Office. The patent, the first ever for a thin III-V layer on crystalline silicon thin-film, covers group III-V elements such as Gallium Arsenide (GaAs), and Indium Gallium Phosphide (InGaP), for the top layer, as well as all inorganic materials, including, silicon, germanium, etc., for the bottom layer.  Group III-V compounds such as Gallium Arsenide (GaAs) are proven photovoltaic materials with high efficiencies but until now have been cost prohibitive because high quality III-V material such as GaAs is expensive. Moreover, the cost of substrates on which to grow III-V materials, such as germanium, which is known to be an ideal material, has kept the technology from market entry. In the breakthrough technology here, ultra-thin films of III-V materials and silicon (or germanium) replace expensive, thicker wafers thereby lowering the costs dramatically. The inventor is Ashok Chaudhari, CEO of Solar-Tectic LLC.

III-V tandem (or multi-junction) cells built on wafers such as silicon are currently being developed in labs, with high efficiencies of around ~30%.  The highest dual-junction cell efficiency (32.8%) came from a tandem cell that stacked a layer of gallium arsenide (GaAs) atop crystalline silicon. Manufacturing costs are expensive especially if a germanium wafer is used as the bottom material in the two layer tandem structure.  In order to compete with low cost silicon wafer technology which is 90% of the global solar panel market, efficiencies must not only be as high as silicon wafers or greater (21.7% and 26.7% are lab records for poly- and monocrystalline silicon wafer cells, respectively), but manufacturing costs must also be lower. This is achievable in the Solar-Tectic LLC patented technology, which uses common industrial manufacturing processes and at low temperature. There is no wafer involved which saves material and energy; instead a thin film allows for precise control of growth parameters. A glass substrate instead of wafer also allows for a bifacial cell design for increased efficiency. A cost effective ~30% efficient III-V tandem solar cell in today’s market would revolutionize the solar energy industry by dramatically reducing the balance of system (BoS) costs, and thereby reduce the need for fossil fuel generated electricity. Silicon wafer technology based on polycrystalline or monocrystalline silicon could become obsolete.

Importantly, the entire patented process for the Solar-Tectic LLC III-V tandem cell can be environmentally friendly since non-toxic metals can be used to deposit the crystalline thin-film materials for both the bottom layer in the tandem configuration as well as in the top, III-V, layer.

The technology also has great promise for LED manufacturing using for example Gallium Nitride.

A “Tandem Series” of solar cell technologies has been launched by Solar-Tectic LLC, which includes a variety of different proven semiconductor photovoltaic materials for the top layer on silicon and/or germanium bottom layers. Recently patents for a tin perovskite and germanium perovskite thin-film tandem solar cell were also granted.

The ITC ruling on September 22 means that it is likely that tariffs will be imposed on crystalline silicon wafers sold in the US. These tariffs will not apply to thin-film solar cell technology, such as ST’s.

The LED lighting module industry is showing the emergence of innovative functions and the introduction of new market segments including automotive, smart lighting and horticultural markets. In this context, Yole Développement (Yole) estimates the market and presents its vision of the industry in its new technology and market report titled LED Lighting Module Technology Industry & Market.

According to Yole’s Solid State Lighting team, the LED lighting module market, including flexible LED strips, reached nearly US$4 billion in 2016 and will grow to US$13.8 billion by 2022.

“LED technology is increasingly penetrating general lighting applications, thanks to how easily integrators can use it,” announced Pierrick Boulay, Technology & Market Analyst, Solid-State Lighting at Yole. “The LED lighting module market will therefore deliver a 22.6% CAGR between 2017 and 2022.”

Yole’s report provides a comprehensive overview of the LED lighting modules including technologies, markets and applications, main functions and integration into lighting systems. The company propose a deep analysis of the positioning of each module type, including mid-power, high-power, COB and flexible strip and the main technologies in use. Industry structure, future trends and market data are also analyzed in this report.

General lighting is not a ‘blue ocean market’ any more, due to strong price pressure and intense competition between LED players. Therefore, LED module manufacturers are seeking growth engines, following the example provided by the packaged LED industry a few years ago.
Therefore, LED companies are diversifying their activities and looking for market opportunities. These emerging market segments include horticultural lighting, automotive lighting and smart lighting, and are going beyond visible light into the IR or UV parts of the spectrum. All of these applications are attractive by showing much higher margins, compared to general lighting ones.
The modules used in these applications require a high level of expertise, a strong industrial knowledge and technical skill. LED module manufacturers targeting these new applications are betting integrators will not have the competencies needed. In addition, high market demand will help them move higher in the value chain.

“A good example is Everlight,” commented Pierrick Boulay, from Yole. “Initially positioned as a light source supplier, it then started developing COB technology. It is now seeking to enter the automotive lighting business, positioning itself as an advanced module supplier.”

In parallel, beyond visible light, UV and IR LED modules are increasingly used, pushed by rapidly growing applications like UV curing and IR surveillance cameras. Large numbers of LEDs is used in each module, and thermal management is crucial for performance, especially for UV applications

Driven by mid-power modules, this industry will treble in the next five years (in value). Therefore, mid-power LEDs can be used in almost all applications. In 2016, the mid-power LED modules are driving the market, providing 60% of market revenues. In parallel, high-power LEDs are used only in applications requiring high luminous flux in a small module. As a result, the number of applications using high power LED modules is limited and represents only 7% of market (in revenues).
COB LED modules provide a compromise on size, LES area, luminous flux and power consumption. COB LED modules are therefore dedicated to many applications, and lead the total LED module market in volumes shipped. However, as these modules are relatively easy to manufacture in few steps, the associated ASP is low. Consequently, COB LED modules represent only 20% of market revenue.

In parallel, flexible LED strips can be directly used as LED lighting systems, mostly in indirect lighting applications. These modules are the ability to be easily implemented for residential and commercial lighting. Recent developments, like using LED chips instead of packaged LEDs on a flexible substrate, allow much higher efficiency, opening doors to new applications such as linear lighting.

Yole’s analysts offer you today a comprehensive technology and market analysis dedicated to the LED lighting module industry. A detailed description of this report is available on i-micronews.com, LED reports section.

Yole is also part of the LED Professional Symposium (LpS 2017) program with a relevant presentation on “2017 LED Industry Update: Highlights and Future trends” led by Pars Mukish, Solid-State Lighting Business Unit Manager at Yole. This presentation will be available soon on i-micronews.com in the dedicated section.

Cree names Gregg Lowe as CEO


September 25, 2017

Cree, Inc. (Nasdaq: CREE) announces the appointment of Gregg Lowe as president and chief executive officer and to the board of directors of Cree, effective September 27. Mr. Lowe succeeds Chuck Swoboda, per the transition plan announced in May. Coincident with this change, Robert Ingram, current board member and lead independent director of Cree, will assume the position of chairman of the board. Mr. Swoboda will remain on the board until the annual meeting of shareholders on October 24.

Mr. Lowe joins Cree with extensive leadership and deep industry experience. From 2012 through 2015, he served as president and CEO of Freescale Semiconductor, a $5 billion company with 17,000 employees and products serving automotive, industrial, consumer and communications markets. Prior to that, he had a long career spanning 28 years at Texas Instruments, most recently serving as senior vice president and leader of the analog business.

“Gregg is an exceptional leader and a proven visionary in the semiconductor industry. We are proud that he has accepted the CEO position and is prepared to lead this innovative, technology-rich company into the future,” said Robert Ingram, board chairman of Cree.

“I want to thank Chuck Swoboda for guiding this company for the past sixteen years. His leadership helped solidify Cree as an industry leader in multiple businesses,” stated Gregg Lowe, CEO of Cree. “Cree’s innovation engine is unmatched in the industry. I am honored to be a part of this team and look forward to working with the employees and the board to establish and execute a clear vision for the company moving forward.”

In addition to his experience with semiconductor companies, Mr. Lowe also holds numerous board positions including Silicon Labs in Austin, Texas; Baylor Healthcare System in Dallas, Texas; and The Rock and Roll Hall of Fame in Cleveland, Ohio, where he co-chairs the education committee for the board.

Mr. Lowe holds a Bachelor of Science degree in electrical engineering from the Rose-Hulman Institute of Technology and has completed the executive program at Stanford University. He is the recipient of the Rose-Hulman Institute of Technology Career Achievement Award honoring both his accomplishments in the semiconductor industry as well as his community service. Additionally, he was awarded an Honorary Doctorate of Engineering from the Institute in 2014.

Cree is an innovator of lighting-class LEDs, lighting products and Wolfspeed power and radio frequency (RF) semiconductors.

The basics of laser marking are reviewed, as well as current and emerging laser technologies.

BY DIETRICH TÖNNIES, Ph.D. and DIRK MÜLLER, Ph.D., Coherent Inc., Santa Clara, CA

Laser marking is established at multiple points in semiconductor production and applications continue to diversify. There are several laser technologies servicing the application space. This article reviews the basics of laser marking and the current and emerging laser technologies they utilize. It is intended to give a clear sense of what applications parameters drive the choice of laser (speed, cost, resolution, etc.), and provide those developing a new application some guidance on how to select the optimum technology.

Laser marking basics

Laser marking usually entails inducing a visible color or texture change on a surface. Alternatively, although less commonly, marking sometimes involves producing a macroscopic change in surface relief (e.g.engraving). To understand what laser type is best for a specific marking application, it is useful to examine the different laser/ material interactions that are generated by commonly used laser types.

Most frequently, lasers produce high contrast marks through a thermal interaction with the work piece. That is, material is heated until it undergoes a chemical reaction (e.g. oxidation) or change of crystalline structure that produces the desired color or texture change. However, the particulars of this process vary significantly between different materials and laser types.

CO2 lasers have been employed extensively for PCB marking because they provide a fast method of producing high contrast features. However, they are rarely selected when marking at the die or package level. This is because the focused spot size scales with wavelength due to diffraction. CO2 lasers emit the longest infrared (IR) output of any marking laser. Additionally, IR penetrates far into many materials, which can cause a substantial thermal impact on surrounding structures. Consequently, CO2 laser marking is limited to producing relatively large features where a significant heat affected zone (HAZ) can be tolerated.

Fiber lasers, which offer high power output in the near IR, have emerged over the past few years as one of the most cost effective tools for high-speed marking. Furthermore, the internal construction of fiber lasers renders a compact footprint, facilitating their integration into marking and test handlers. Cost and space savings are further enhanced when the output of a single, high power fiber laser is split, feeding two scanner systems.

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But fiber lasers have disadvantages, too. One reason for the low cost of many fiber lasers is that they are produced in high volumes with designs meant for general-purpose applications. For example, they usually produce a high quality beam with a Gaussian intensity profile. This is advantageous for many material processing applications, but not always for laser marking. In fact, a more uniform beam intensity distribution, called a flat-top profile, is sometimes more useful since it produces marks with a sharper, more abrupt edge (rather than a smooth transition from the marked to the unmarked region). Coherent recently introduced a new type of fiber (NuBEAM Flat-Top fiber technology) which enables efficient conversion of single-mode laser beams into flat-top beam profiles, specifically to address this issue.

Other quality criteria, such as high-purity linear polarization, and stability of pulse energy and pulse width, are difficult to achieve with low-cost fiber lasers. This limits their use in more stringent or sensitive marking applications. From a practical standpoint, most fiber lasers cannot be repaired in the field, but are replaced as a whole. This leads to longer equipment downtime and increased maintenance efforts as compared to traditional marking lasers based on diode-pumped, solid-state (DPSS) technology (specifically, DPSS is used here to refer to lasers with crystal resonators).

DPSS lasers also emit in the near infrared. Generally, these lasers are more expensive than a fiber laser of the same output power level. So, infrared DPSS lasers are most commonly used in applications having technical requirements that cannot be met by fiber lasers,such as high volume production of more advanced and expensive semiconductor devices.

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One advantage of DPSS laser technology is that it can be configured to directly produce a multi-mode beam profile which is essentially flat-top. The Coherent ❘ Rofin PowerLine E Air 30-1064 IC is an example which has found extensive use in semiconductor marking, since it provides an efficient way to rapidly produce very high contrast marks.

Another useful feature of DPSS lasers, which produce pulsewidths in the nanosecond regime, is that their output is much more stable than that of fiber lasers. This makes it much easier to reliably frequency double or triple their infrared light within the laser head, giving a choice of output in the green or ultraviolet (UV). Output at these wavelengths provides two significant benefits. First, they offer additional options in matching the absorption of the material to the laser wavelength. Stronger absorption generally yields higher marking efficiency and reduced HAZ, since the laser light doesn’t penetrate as far into the material. The second benefit of shorter wavelengths is the ability to focus to smaller spot sizes (because of their lower diffraction) and produce smaller, finer marks.

However, frequency multiplied DPSS lasers are generally more costly and voluminous than either fiber lasers or infrared DPSS lasers with comparable output power. Lower power translates into reduced marking speed.

Therefore, green and UV DPSS lasers are typically employed when they offer a significant advantage due to the particular absorption characteristics of the material(s) being marked.

Another emerging and important class of marking lasers has pulsewidths in the sub-nanosecond range. Due to the nature of the laser/material interaction at short pulsewidths, these lasers tend to produce the smallest possible HAZ with excellent depth control.

There are just a few products currently on the market that exploit this property. One example is the PowerLine Pico 10 from Coherent ❘ Rofin which generates 0.5 ns laser pulses in either the near IR (8 W total power) or green (3 W total power), at pulse repetition rates between 300 kHz and 800 kHz. This combination of output characteristics makes it capable of high speed marking of a wide range of materials where mark penetration depth must neces- sarily be shallow because of low material thickness, or to minimize HAZ.

Laser marking today

Typically, the first consideration in choosing a laser for a specific application is matching the absorption characteristics of the material with the laser wavelength. Similarly, desired feature size is also driven by laser wavelength, as well as by the precision of the beam scanning system. Next, HAZ constraints usually determine the maximum pulsewidth which can be used (although this choice is again highly material dependent). To see how these parameters interact in practice, it’s useful to review some real world applications.

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Epoxy-based molding compounds

The most commonly used molding compounds absorb very well in the near IR. Specifically, the near IR laser transforms the usually black molding compound into a gray/white powder, yielding high contrast marks. Plus, many IC packages have mold compound caps thick enough to easily tolerate a marking depth of 30 μm to 50 μm. As a result, many marking systems based on near IR lasers, both fiber and DPSS, are currently in use.

However, some semiconductor devices with small form factor have only thin mold compound caps to protect wire bonded silicon dies, and a marking depth of only 10 μm or less is required. Increasingly, green lasers are used for this type of shallow marking because of a stronger absorption at this wavelength by the epoxy matrix.

Ceramics

The process window when marking ceramics, such as used in packaging power semiconductors, high-brightness LEDs, RF devices, saw filters or MEMS sensors, is relatively narrow. Accurate focus and high pulse energy are critical to ensure reliable marking results, and ideally, the laser marker should have the capability to adjust the focus of the laser beam onto the ceramic surface in real time, in order to compensate for package height variations. Because of their more reliable interaction with ceramic materials, DPSS lasers based on Nd:YAG, which offer high pulse energies and relatively long pulses, are often still used for marking ceramic lids and substrates. Coherent ❘ Rofin has also developed a special fiber laser (the PowerLine F 20 Varia IC), which offers adjustable pulse widths up to 200 ns, specifically to improve process windows for marking applications of this type.

The ceramic substrates used with high-power LEDs often require tiny marks to identify individual devices. IR lasers are the preferred lasers for marking these ceramic substrates, providing their spot size is not too big for the layout to be marked. For very small marking features a green laser or UV laser is often required.

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Organic substrates

IC substrates or interposers are marked during production with traceable data matrix codes. The thin green solder resist layer on top of the substrate has to carry the mark, and care has to be taken that the copper underneath the solder resist is not exposed. Moreover, data matrix codes can be quite small, with cell sizes of only 125 μm or even less. Since the spot size of the focused laser beam must thus be much smaller than the cell size, the final spot diameter must be significantly less than 100 μm.

Defective IC substrates often are identified by marking large features (e.g., a cross) into the solder resist layer. Although the part is defective, the properties of the mark are still important. This is because it has to be reliably recognized by subsequent processing tools, and also, because any delamination of the solder resist layer might cause problems during succeeding processes.

IC strips have gold pads along their periphery which are used to identify parts found to be defective after die attach and wire bonding. For defective parts, the gold pad is marked by converting its color from gold to black or to dark grey.

Ideally, it is desirable to have one laser marker that can accomplish all three of these marking applications tasks. The green DPSS laser has become the standard laser marker for these applications, with UV lasers occasionally employed for high-end substrates.

Semiconductors

The growing demand for flip-chip devices, wafer-level packaging and defective die identification drives the need for direct marking of silicon, GaAs, GaN/sapphire or other semiconductors. Silicon is partially trans- parent in the near IR, and lasers at this wavelength are used whenever deep marks into silicon are required, such as placing wafer IDs near the wafer edge. Near IR laser markers are also selected for marking molded fan-out wafer level packaging wafers.

However, for marking either flip-chips or the backside of wafers, green lasers are preferred because of the strong absorption of this wavelength in silicon. Wafer backside marking requires only very shallow marks and the shallow laser penetration avoids potential damage to the circuitry on the reverse side of the flip-chip or wafer. The need for shallow marking also minimizes the laser power requirement. For example, Coherent ❘ Rofin provides a 6 W green laser (the PowerLine E 12 SHG IC) that is well suited for wafer backside marking, and can also mark the wafer through the tape whenever the wafer is mounted on a film frame.

Metals

Near IR lasers are widely used for marking the metal lids used with microprocessors and other high power consumption ICs.

Leadframes, which are plated with tin, silver or gold, are marked either before or after plating. Since leadframes are used for cost sensitive devices, capital investment is critical, and economical fiber lasers are often chosen for this reason.

Laser marking tomorrow

As packages get thinner and smaller, they will require shallower, higher resolution marks. Sub-nanosecond lasers are the most promising method for producing these types of marks, and are compatible with a wide range of materials. The diverse capabilities of this technology are shown in Figure 5, which depicts marking results on four different materials using a sub-nanosecond laser (Coherent ❘ Rofin PowerLine Pico 10-532 IC).

The first image is a flexible IC substrate; very thin solder resist layers and metal coatings make it important that the laser does not cause delamination. Here, the circular gold pad has been converted to black without delamination. In the next image, an IC substrate has been given a white mark, again without delaminating the solder resist.

The third image shows very small characters (< 150 μm) marked on the backside of a silicon wafer containing hundred thousands of tiny discrete semiconductor devices. Producing marks of this resolution through the film would be difficult to accomplish with a nanosecond pulsewidth laser.

The final image is a copper leadframe coated with thin silver film. Here, the goal is to produce a shallow mark with high contrast without engraving the under- lying material, which has been accomplished with the sub-nanosecond laser.

Conclusion

Semiconductor fabrication and packaging represent challenging marking applications, often requiring small, fine marks produced without a significant effect on surrounding material. An overall trend towards smaller and thinner device geometries will drive increased use of higher precision laser tools, such as those utilizing green and UV nanosecond lasers, and even sub-nanosecond lasers, while cost-sensitive applications will continue to utilize inexpensive fiber lasers.

North America-based manufacturers of semiconductor equipment posted $2.18 billion in billings worldwide in August 2017 (three-month average basis), according to the August Equipment Market Data Subscription (EMDS) Billings Report published today by SEMI.

SEMI reports that the three-month average of worldwide billings of North American equipment manufacturers in August 2017 was $2.18 billion.The billings figure is 3.9 percent lower than the final July 2017 level of $2.27 billion, and is 27.7 percent higher than the August 2016 billings level of $1.71 billion.

“Equipment billings in August declined relative to July, signaling a pause in this year’s extraordinary growth,” said Ajit Manocha, president and CEO of SEMI. “Nonetheless monthly billings remain well above last year’s monthly levels.”

The SEMI Billings report uses three-month moving averages of worldwide billings for North American-based semiconductor equipment manufacturers. Billings figures are in millions of U.S. dollars.

Billings
(3-mo. avg)
Year-Over-Year
March 2017
$2,079.7
73.7%
April 2017
$2,136.4
46.3%
May 2017
$2,270.5
41.8%
June 2017
$2,300.3
34.1%
July 2017 (final)
$2,269.7
32.9%
August 2017 (prelim)
$2,181.8
27.7%

Source: SEMI (www.semi.org), September 2017