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Toshiba Corporation today announced the development of the world’s first 16-die (max.) stacked NAND flash memory utilizing Through Silicon Via (TSV) technology. The prototype will be shown at Flash Memory Summit 2015, to be held from August 11 to 13 in Santa Clara, USA.

16-die Stacked NAND Flash Memory with TSV Technology (Photo: Businesswire)

16-die Stacked NAND Flash Memory with TSV Technology (Photo: Business Wire)

The prior art of stacked NAND flash memories are connected together with wire bonding in a package. TSV technology instead utilizes the vertical electrodes and vias to pass through the silicon dies for the connection. This enables high speed data input and output, and reduces power consumption.

Toshiba’s TSV technology achieves an I/O data rate of over 1Gbps which is higher than any other NAND flash memories with a low voltage supply: 1.8V to the core circuits and 1.2V to the I/O circuits and approximately 50%*2 power reduction of write operations, read operations, and I/O data transfers.

NAND Flash Memory with TSV Technology (Graphic: Business Wire)

NAND Flash Memory with TSV Technology (Graphic: Business Wire)

This new NAND flash memory provides the ideal solution for low latency, high bandwidth and high IOPS/Watt in flash storage applications, including high-end enterprise SSD.

A part of this applied technology was developed by the New Energy and Industrial Technology Development Organization (NEDO).

While overall smartphone market growth continues to slow, global demand for low temperature polysilicon thin-film-transistor liquid-crystal displays (LTPS TFT LCD) for smartphones is on the rise. Led by Apple’s iPhone 6 and iPhone 6 Plus, LTPS TFT LCD smartphone display shipments grew 31 percent in the first half (H1) of 2015 to reach 251 million units. The iPhone displays made up more than half (52 percent) of all LTPS TFT LCD smartphone display shipments in H1 2015, according to IHS Inc. (NYSE: IHS), a global source of critical information and insight.

LTPS TFT LCD is used in Apple’s iPhone and other high-end smartphones that have full high definition (FHD) displays with resolutions of 1920×1080 pixels and in wide quad high definition (WQHD) displays with resolutions of 2560×1440 pixels. Display manufacturers are now investing in new fabs to increase future production capacity, not only for LTPS TFT LCD displays, but also for high-resolution active-matrix organic light emitting diode (AMOLED) displays, according to the IHS Smartphone Display Market Tracker.

“Apple adopted wider displays with higher resolution in its latest iPhone series, which has helped spur demand in LTPS TFT LCD displays,” said Hiroshi Hayase, director of analysis and research for IHS Technology. “Due to strong growth in LTPS TFT LCD for the iPhone, Apple competitors are also now increasing orders of high-resolution displays.”

apple smartphone display

IC Insights will release its August Update to the 2015 McClean Report later this month.  The August Update will include an in-depth analysis of the IC foundry market and a look at the top 25 1H15 semiconductor suppliers’ sales results and their outlooks for 3Q15 (the top 20 1H15 semiconductor suppliers are covered in this research bulletin).

The top-20 worldwide semiconductor (IC and O S D—optoelectronic, sensor, and discrete) sales ranking for 1H15 is depicted in Figure 1.  As shown, it took just over $2.2 billion in sales just to make it into the 1H15 top-20 ranking and eight of the top 20 companies had 1H15 sales of at least $5.0 billion. The ranking includes seven suppliers headquartered in the U.S., four in Japan, three in Taiwan, three in Europe, two in South Korea, and one in Singapore.  The top-20 supplier list includes three pure-play foundries (TSMC, GlobalFoundries, and UMC) and four fabless companies.

IC Insights includes foundries in the top 20 semiconductor supplier ranking since it has always viewed the ranking as a top supplier list, not a marketshare ranking, and realizes that in some cases the semiconductor sales are double counted.

It should be noted that not all foundry sales should be excluded when attempting to create marketshare data. For example, although Samsung had a large amount of foundry sales in 1H15, some of its foundry sales were to Apple and other electronic system suppliers.  Since the electronic system suppliers do not resell these devices, counting these foundry sales as Samsung IC sales does not introduce double counting.  Overall, the top-20 list in Figure 1 is provided as a guideline to identify which companies are the leading semiconductor suppliers, whether they are IDMs, fabless companies, or foundries.

semi sales 2q15 fig 1

In total, the top 20 semiconductor companies’ sales increased by only 1% in 2Q15/1Q15, the same growth rate as the total worldwide semiconductor industry.  Although the top-20 semiconductor companies registered a 1% sequential increase in 2Q15, there was a 23-point spread between Samsung, the fastest growing company on the list (10 percent growth), and Qualcomm, the worst performing supplier (13 percent decline) in the ranking.  Moreover, given Qualcomm’s currently dismal guidance for 3Q15, the company is on pace to post a semiconductor sales decline of 20 percent in calendar year 2015.

Samsung’s excellent growth rate in 2Q15 put the company closer to catching Intel and becoming the world’s leading semiconductor supplier.  In 2014, Intel’s semiconductor sales were 36 percent greater than Samsung’s.  In 2Q15, the delta dropped by a whopping 20 percentage points to only 16 percent.  However, with Intel providing guidance for a 3Q15/2Q15 sales increase of 8 percent and Samsung facing a lackluster DRAM market (primarily due to pricing pressures), additional gains toward the number one position may be difficult for Samsung to achieve in the near future.

There were two new entrants into the top 20 ranking in 1H15—Japan-based Sharp and Taiwan-based pure-play foundry UMC, which replaced U.S.-based Nvidia and AMD.  AMD had a particularly rough 2Q15 and saw its sales drop 35 percent year-over-year.  In fact, in 2Q15, the company’s sales fell below $1.0 billion for the first time since 3Q03, almost 12 years ago.  It currently appears that AMD’s 2013 restructuring and new strategy programs to focus on non-PC end-use segments have yet to pay off (in addition to its sales decline, AMD lost $361 million in 1H15 after losing $403 million in 2014).

IC Insights has recently lowered its 2015 worldwide semiconductor market forecast from 5 percent to 2 percent.  As was shown in Figure 1, the top 20 semiconductor suppliers in total had $128.3 billion in sales in 1H15.  This figure was just under 50 percent of the top 20 companies’ full year 2014 sales of $259.1 billion.  With only modest growth expected in the second half of this year for the worldwide semiconductor market, the top 20 semiconductor suppliers’ combined sales in 2015 are expected to be only about 1-2 percent greater than in 2014.

Figure 2 shows how the 1H15 top 20 ranking would have looked if the Avago/Broadcom and NXP/Freescale mergers were in place.  As shown, Avago/Broadcom would have been ranked 7th and NXP/Freescale would have moved into the 10th spot.  IC Insights believes that additional acquisitions and mergers over the next few years are likely to continue to shake up the future top 20 semiconductor company rankings.

semi sales 2q15 fig 2

The Semiconductor Industry Association (SIA) today announced worldwide sales of semiconductors reached $84.0 billion during the second quarter of 2015, an increase of 1.0 percent over the previous quarter and 2.0 percent compared to the second quarter of 2014. Global sales for the month of June 2015 reached $28.0 billion, an uptick of 2.0 percent over the June 2014 total of $27.4 billion and a decrease of 0.4 percent from last month’s total of $28.1 billion. Year-to-date sales during the first half of 2015 were 3.9 percent higher than they were at the same point in 2014. All monthly sales numbers are compiled by the World Semiconductor Trade Statistics (WSTS) organization and represent a three-month moving average.

“Macroeconomic headwinds and softening demand have slowed global semiconductor market growth somewhat, but the industry still posted its highest-ever second-quarter sales and remains ahead of the pace of sales set in 2014, which was a record year for semiconductor revenues,” said John Neuffer, president and CEO, Semiconductor Industry Association. “The Americas market continues to post solid year-to-year sales increases, and the global market has now grown on a year-to-year basis for 26 consecutive months.”

Regionally, sales increased compared to June 2014 in China (7.8 percent), the Americas (5.6 percent), and Asia Pacific/All Other (5.2 percent), but fell in Europe (-11.5 percent) and Japan (-13.6 percent). Sales were up slightly compared to last month in Japan (1.0 percent) and China (0.6 percent), but down somewhat in Asia Pacific/All Other (-0.6 percent), the Americas (-1.6 percent), and Europe (-1.7 percent). Sales figures in Europeand Japan have been impacted somewhat by currency devaluation.

“Global semiconductor sales are one indicator of the strength of the U.S. industry, which accounts for more than half of total global sales,” Neuffer said. “Policymakers in Washington should enact policies that do more to promote innovation and allow our industry to compete more effectively globally. We applaud the newly formed Congressional Semiconductor Caucus – led by Sen. James Risch (R-Idaho), Sen. Angus King (I-Maine), Rep. Pete Sessions (R-Texas), and Rep. Zoe Lofgren (D-Calif.) – for working to advance pro-growth policies that will strengthen the U.S. semiconductor industry and our economy.”

June 2015

Billions

Month-to-Month Sales                               

Market

Last Month

Current Month

% Change

Americas

5.62

5.53

-1.6%

Europe

2.87

2.83

-1.7%

Japan

2.54

2.57

1.0%

China

8.08

8.13

0.6%

Asia Pacific/All Other

9.00

8.94

-0.6%

Total

28.11

27.99

-0.4%

Year-to-Year Sales                          

Market

Last Year

Current Month

% Change

Americas

5.24

5.53

5.6%

Europe

3.19

2.83

-11.5%

Japan

2.97

2.57

-13.6%

China

7.54

8.13

7.8%

Asia Pacific/All Other

8.50

8.94

5.2%

Total

27.44

27.99

2.0%

Three-Month-Moving Average Sales

Market

Jan/Feb/Mar

Apr/May/Jun

% Change

Americas

5.81

5.53

-4.7%

Europe

2.96

2.83

-4.4%

Japan

2.55

2.57

0.8%

China

7.83

8.13

3.8%

Asia Pacific/All Other

8.57

8.94

4.4%

Total

27.70

27.99

1.0%

System Plus Consulting, sister company of Yole Développement (Yole), released this month its new reverse costing report, Samsung 3D TSV stacked DDR4 DRAM. In August 2014, Samsung announced the mass production of the first analyzed 3D TSV technology based DDR4 modules for enterprise servers. According to Samsung, this new module, because of its high density and high performance will play a key role in supporting the enterprise servers’ development and cloud-based applications, as well as further diversification of data center solutions.

Reverse costing analysis from System Plus Consulting includes a physical analysis at the module, package, DRAM die and cross-section level, the dedicated manufacturing process flow (TSV & bumping manufacturing step – Flip-chip & stacking process – package assembly unit) and a detailed cost analysis per process step.

According to Yole, 3D TSV technology is expected to reach $4.8B billion in revenues by 2019, mainly driven by 3D stacked DRAM and followed by 3D Logic/Memory and Wide I/O (Source: 3DIC & 2.5D TSV Interconnect for Advanced Packaging 2014 Business Update, October 2014). With 40 percent share in the DRAM market, Samsung is by far the number 1 player. By introducing 3D TSV stacking in their latest 64Gb DDR4, Samsung allows this technology to enter in the main stream.
Samsung portfolio of DDR4-based modules using 20nm-class process technology includes registered dual in line memory modules (RDIMMs) and load-reduced DIMMs (LRDIMMs). These memory modules are available with initial speeds up to 2400 Mbps, increasing to the Joint Electron Devices Engineering Council (JEDEC)-defined 3200 Mbps.

This registered dual Inline memory module (RDIMM) includes 36 DDR4 DRAM chips (ref. K4AAG045WD), each of which consists of four 4Gb DDR4 DRAM dies (Ref. K4A4G085WD). The chips are manufactured using Samsung’s 20nm process technology and 3D TSV via-middle package technology.

As a result, the new 64Gb TSV module performs twice as fast as a 64Gb module that uses wire bonding packaging, while consuming approximately half the power.

“On the process side, Samsung used a temporary bonding approach using adhesive glue material and copper via-filled using bottom up filling,” detailed Romain Fraux, Project Manager, MEMS Devices, IC’s and Advanced Packaging at System Plus Consulting. And he adds: “At System Plus Consulting, we paid particular attention in identifying all technical choices made by Samsung on process and equipment (wafer bonding, DRIE via etching, via filling, bumping, underfill).”

System Plus Consulting has published more than 100 reverse costing reports on advanced packaging, MEMS and more.

“Reverse Costing is the process of disassembling a device to identify manufacturing technology and calculate cost”, explains Michel Allain, CEO of System Plus Consulting. Since 1993 the company has analyzed hundreds of integrated circuits, modules, electronic boards and systems for the benefit of large corporations in the semiconductor, automotive and telecom, consumer and energy sectors.

By David W. Price and Douglas G. Sutherland

Author’s Note: This is the seventh in a series of 10 installments that explore fundamental truths about process control—defect inspection and metrology—for the semiconductor industry. Each article introduces one of the 10 fundamental truths and highlights its implications.

The December 2014 edition of Process Watch suggested that the most expensive defect is the one that goes undetected until the end of line. Indeed, undetected excursions typically result in the scrap of millions of dollars per year of defective semiconductor chips.

But many electronics suppliers and OEMs would argue that the consequences of field failures (reliability defects) are much worse than those of non-functioning devices detected at electrical test (killer defects). Reliability defects result in angry customers, expensive failure analysis, the possibility of lost business, or worse. Consider all the IC devices in places such as automobiles, airplanes, and medical diagnostic and treatment equipment. Reliability in these applications is critical—devices simply cannot fail out in the field. Hence, many fabs place a high priority on reducing the potential for reliability defects.

The seventh fundamental truth of process control for the semiconductor IC industry is:

Improving Yield Also Improves Device Reliability.

For a well-designed process and product, early-life factory reliability issues are dominated by random defectivity. This correlation has been confirmed by numerous researchers over the last two decades [1-6]. More recently, the authors interviewed the quality managers at multiple automotive OEMs who confirmed that the vast majority of reliability failures were ultimately traced to random defectivity in the fab.

Latent vs. Killer Defects:

By definition, a killer defect (a.k.a. yield defect) is a defect that causes the device to fail at t = 0 (electrical test). We use the term “latent defect” (a.k.a. reliability defect) to refer to a defect that causes the device to fail at t > 0 (burn-in to ~6 months).

The relationship between yield and reliability stems from the observation that the same defect types that impact yield also impact reliability. The two are distinguished primarily by their size and where they land on the device structure, as shown in Figure 1.

Figure 1. The same defect types that impact yield also affect reliability. They are distinguished primarily by their size and where they land on the die structure.

Figure 1. The same defect types that impact yield also affect reliability. They are distinguished primarily by their size and where they land on the die structure.

Experiments conducted at multiple device manufacturers have shown that for every 100 killer defects that cause yield loss, there are approximately 1-2 latent defects that will result in a reliability failure. This relationship between killer and latent defects is unequivocal and applies to a broad spectrum of defect types. Furthermore, the preponderance of these defects also correlates with overall defectivity. In other words:

  • Lots with poor yield also have poor reliability
  • Wafers with poor yield also have poor reliability
  • Die locations with poor yield also have poor reliability

For this reason, many fabs will ink out a good die if it is in a suspicious neighborhood on the wafer. These good dies, located in neighborhoods where the surrounding dies fail (Figure 2), have a higher probability of a latent defect, which may activate in the field and create a reliability problem.

Figure 2. A good die in a bad neighborhood. Even though the highlighted die may pass final test, there is an elevated likelihood that this die represents a potential reliability problem. Many device manufacturers would ink out such a die at final test.

Figure 2. A good die in a bad neighborhood. Even though the highlighted die may pass final test, there is an elevated likelihood that this die represents a potential reliability problem. Many device manufacturers would ink out such a die at final test.

Reliability Defect Reduction Strategies

IC makers who supply the automotive industry have long adopted the following strategy: The best way to reduce the possibility of latent (reliability) defects is to reduce the fab’s overall random defectivity levels. This is accomplished through the following:

  1. Increased investment in process control in order to achieve higher baseline yields and fewer excursions for the entire fab (both automotive and non-automotive flows; See Figure 3)
  1. Dedicated automotive process flows that utilize only the most stable process equipment
  1. Use of screening inspections on a few layers in which every wafer is scanned for defects. This is typically accomplished using high speed inspection tools, such as KLA-Tencor’s 8-Series  systems
Figure 3. Fabs set their process control budget by attempting to find the minimum total cost (the cost of process control investment plus the cost of lost yield). For some product types, the total cost must also include the cost of reliability failures. These fabs typically spend more on process control strategies compared to those which are only focused on the cost of lost yield.

Figure 3. Fabs set their process control budget by attempting to find the minimum total cost (the cost of process control investment plus the cost of lost yield). For some product types, the total cost must also include the cost of reliability failures. These fabs typically spend more on process control strategies compared to those which are only focused on the cost of lost yield.

Conclusion

Because yield and reliability defects stem from the same source, reducing the source of yield defects will have the side benefit of also reducing reliability defects. Depending on the nature of the product, this could play a significant role in the fab’s determination of the cost-optimal investment in process control. For more information on the correlation of random defectivity and reliability, please contact the authors or refer to the papers listed below.

About the authors:

Dr. David W. Price is a Senior Director at KLA-Tencor Corp. Dr. Douglas Sutherland is a Principal Scientist at KLA-Tencor Corp. Over the last 10 years, Drs. Price and Sutherland have worked directly with more than 50 semiconductor IC manufacturers to help them optimize their overall inspection strategy to achieve the lowest total cost. This series of articles attempts to summarize some of the universal lessons they have observed through these engagements.

References:

1. Shirley, Glenn and Johnson, Scott. “Defect Models of Yield and Reliability.” Published lecture #13 for Quality and Reliability Engineering ECE 510 course at Portland State University, 2013. http://web.cecs.pdx.edu/~cgshirl/Quality%20and%20Reliability%20Engineering.htm

2. Roesch, Bill. “Reliability Experience.” Published lecture #12 for Quality and Reliability Engineering ECE 510 at Portland State University, 2013. http://web.cecs.pdx.edu/~cgshirl/Quality%20and%20Reliability%20Engineering.htm

3. Kim et al. “On the Relationship of Semiconductor Yield and Reliability.” IEEE Transactions on Semiconductor Manufacturing, Vol. 18, No. 3 (2005).

4. Riordan et al. “Microprocessor Reliability Performance as a Function of Die Location for a .25um, Five Layer Metal CMOS Logic Process.” 37th Annual International Reliability Physics Symposium Proceedings (1999): 1-11. DOI (http://dx.doi.org/10.1109/RELPHY.1999.761584).

5. Barnett et al. “Extending Integrated-Circuit Yield Models to Estimate Early-Life Reliability.” IEEE Transactions on Reliability, Vol. 52, No. 3. (2003).

6. Kuper et al. “Relation between Yield and Reliability of Integrated Circuits: Experimental results and Application to Continuous Early Failure Rate Reduction Programs.” Proceedings of the International Reliability Physics Symposium (1996): 17-21.

Read more from Process Watch:

Increasing process steps and the tyranny of numbers

Time is the enemy of profitability

Know your enemy

The most expensive defect

Fab managers don’t like surprises

The 10 fundamental truths of process control for the semiconductor IC industry

Exploring the dark side,” “The Dangerous Disappearing Defect,” “Skewing the Defect Pareto,” “Bigger and Better Wafers,” “Taming the Overlay Beast,” “A Clean, Well-Lighted Reticle,” “Breaking Parametric Correlation,” “Cycle Time’s Paradoxical Relationship to Yield,” and “The Gleam of Well-Polished Sapphire.”

IC Insights’ new 185-page Mid-Year Update to The McClean Report, which will be released later this week, examines the recent surge of M&A activity, including China’s aggressive new programs aimed at bolstering its presence in the semiconductor industry.

It would be hard to characterize the huge wave of semiconductor mergers and acquisitions occurring in 2015 as anything but M&A mania, or even madness.  In just the first six months of 2015 alone, announced semiconductor acquisition agreements had a combined total value of $72.6 billion (Figure 1), which is nearly six times the annual average for M&A deals struck during the five previous years (2010-2014).

Figure 1

Figure 1

Three enormous acquisition agreements in 1H15 have already catapulted 2015 into the M&A record books.  First, NXP announced an agreement in March to buy Freescale for $11.8 billion in cash and stock.  In late May, Avago announced a deal to acquire Broadcom for about $37 billion in cash and stock, and then four days later (on June 1), Intel reported it had struck an agreement to buy Altera for $16.7 billion in cash.  Avago’s astonishing deal to buy Broadcom is by far the largest acquisition agreement ever reached in the IC industry.

In many ways, 2015 has become a perfect storm for acquisitions, mergers, and consolidation among major suppliers, which are seeing sales slow in their existing market segments and need to broaden their businesses to stay in favor with investors.  Rising costs of product development and advanced technologies are also driving the need to become bigger and grow sales at higher rates in the second half of this decade.  The emergence of the huge market potential for the Internet of Things (IoT) is causing major IC suppliers to reset their strategies and quickly fill in missing pieces in their product portfolios.  China’s ambitious goal to become self-sufficient in semiconductors and reduce imports of ICs from foreign suppliers has also launched a number of acquisitions by Chinese companies and investment groups.

IC Insights believes that the increasing number of mergers and acquisitions, leading to fewer major IC manufacturers and suppliers, is one of major changes in the supply base that illustrate the maturing of the industry.  In addition to the monstrous M&A wave currently taking place, trends such as the lack of any new entry points for startup IC manufacturers, the strong movement to the fab-lite business model, and the declining capex as a percent of sales ratio, all promise to dramatically reshape the semiconductor industry landscape over the next five years.

Intel Corporation and Micron Technology, Inc. today unveiled 3D XPoint technology, a non-volatile memory that has the potential to revolutionize any device, application or service that benefits from fast access to large sets of data. Now in production, 3D XPoint technology is a major breakthrough in memory process technology and the first new memory category since the introduction of NAND flash in 1989.

The explosion of connected devices and digital services is generating massive amounts of new data. To make this data useful, it must be stored and analyzed very quickly, creating challenges for service providers and system builders who must balance cost, power and performance trade-offs when they design memory and storage solutions. 3D XPoint technology combines the performance, density, power, non-volatility and cost advantages of all available memory technologies on the market today. The technology is up to 1,000 times faster and has up to 1,000 times greater endurance3 than NAND, and is 10 times denser than conventional memory.

“For decades, the industry has searched for ways to reduce the lag time between the processor and data to allow much faster analysis,” said Rob Crooke, senior vice president and general manager of Intel’s Non-Volatile Memory Solutions Group. “This new class of non-volatile memory achieves this goal and brings game-changing performance to memory and storage solutions.”

“One of the most significant hurdles in modern computing is the time it takes the processor to reach data on long-term storage,” said Mark Adams, president of Micron. “This new class of non-volatile memory is a revolutionary technology that allows for quick access to enormous data sets and enables entirely new applications.”

As the digital world quickly grows – from 4.4 zettabytes of digital data created in 2013 to an expected 44 zettabytes by 20204 – 3D XPoint technology can turn this immense amount of data into valuable information in nanoseconds. For example, retailers may use 3D XPoint technology to more quickly identify fraud detection patterns in financial transactions; healthcare researchers could process and analyze larger data sets in real time, accelerating complex tasks such as genetic analysis and disease tracking.

The performance benefits of 3D XPoint technology could also enhance the PC experience, allowing consumers to enjoy faster interactive social media and collaboration as well as more immersive gaming experiences. The non-volatile nature of the technology also makes it a great choice for a variety of low-latency storage applications since data is not erased when the device is powered off.

3D Xpoint technology is up to 1000x faster than NAND and an individual die can store 128Gb of data

3D Xpoint technology is up to 1000x faster than NAND and an individual die can store 128Gb of data

New recipe, architecture for breakthrough memory technology

Following more than a decade of research and development, 3D XPoint technology was built from the ground up to address the need for non-volatile, high-performance, high-endurance and high-capacity storage and memory at an affordable cost. It ushers in a new class of non-volatile memory that significantly reduces latencies, allowing much more data to be stored close to the processor and accessed at speeds previously impossible for non-volatile storage.

The innovative, transistor-less cross point architecture creates a three-dimensional checkerboard where memory cells sit at the intersection of word lines and bit lines, allowing the cells to be addressed individually. As a result, data can be written and read in small sizes, leading to faster and more efficient read/write processes.

3D XPoint technology will sample later this year with select customers, and Intel and Micron are developing individual products based on the technology.

ReportsnReports.com added 2015 semiconductor market research reports that forecast a 2.9 percent CAGR to 2020 for semiconductor industry and a 6.7 percent rise from 2014 in the semiconductor equipment market size during 2015 across the world.

The Global Semiconductor Market 2015 – 2020 research report forecasts revenues for key services across key geographies. The global semiconductor market is forecast to reach $332bn across 2015, representing a 3.4 percent growth in comparison to $316bn in 2014. This research forecasts that the market will grow at a 5-yr CAGR of 2.9 percent over 2015 to 2020, with the majority of growth being driven by mobile, automotive and industrial application markets. The consumer electronics and data processing application markets are expected to remain at the end of the growth spectrum with limited expectations for any innovative development to lead market demand.

Key product and service applications for semiconductor technology include innovations in smart devices and hyper-connected communications networks, as well as medical devices and efficient infrastructure across the energy sector. There is still capacity in the semiconductor market for innovative semiconductor production methods that drive expenditure reduction, productivity, and efficiency as the demand for performance increases.

This semiconductor market research facilitates analysis of the state of the global semiconductor market in 2015 and a market forecast for the period 2015-2020. It helps identify how the market operates and which companies are operating in the market, their current products and pipeline candidates. Discover how the semiconductor market is evolving across the forecast period of 2015-2020 through the examination of global and regional benefits and challenges, particularly relating to political, economic, social, and technological factors and read interviews with 2 key global authorities in the semiconductor market.

Top 20 global semiconductor industry players, by revenue, 2014 listed in this research include Intel, Samsung, Qualcomm, Micron, SK Hynix, Texas Instruments, Toshiba, Broadcom, TSMC, STM, MediaTek, Renesas, SanDisk, Infineon, NXP, Avago, AMD, Freescale, Sony and NVIDIA.

The second research titled “Global and China Semiconductor Equipment Industry Report, 2014-2015″ says in 2014, the global semiconductor equipment market size totaled USD38 billion, up 10.4 percent from 2013. It is predicted that in 2015 this figure will climb to USD40.5 billion, a rise of 6.7 percent from a year ago, and that the market size in 2016 will slump by 5.6 percent as compared to 2015. However, the possible shrinkage in 2016 might come from the following factors:

Firstly, following a peak in 2014, main electronic products such as smartphones and tablet and laptop PCs have stagnated or declined. This is particularly true of tablet PCs, which has presented a significant decline. On the other hand, equipment market delays being sluggish but will without doubt decline in 2016.

Secondly, due to the global deflation, prices for bulk commodity led by oil and iron ore plunged and would cause knock-on effect, which would in turn result in a fall in semiconductor equipment prices.

Thirdly, global economic recovery will probably come to a halt, with the US GDP dropping by 0.7 percent in 2015Q1. Moreover, China’s GDP growth slowed obviously. The both countries constituted the major driving force of the global economy. The stimulatory effect of US QE began to fade away, and therefore the economy might go down.

In 2014, semiconductor equipment vendors made remarkable performance, with a substantial rise in operating profit, though their revenue did not increased. The merger of Applied Material and Tokyo Electron was rejected by the US Department of Commerce. In future, more of M&A plans may well be intervened by the government, after all semiconductor equipment market is a highly concentrated market.

In 2015, the Chinese semiconductor companies and institutions showed their strength, launching a series of mergers and acquisitions. The Chinese enterprises are adept in and fond of capital operation rather than industrial production. The semiconductor equipment market size in China will reach USD4.4 billion in 2015, of which the domestic companies, mostly engaged in low-end equipment, will account for just 14 percent.

Major semiconductor equipment market vendors mentioned in this report include Applied Materials, ASML, Tokyo Electron, KLA-Tencor, Lam Research, DAINIPPON SCREEN, Nikon Precision, Advantest, Hitachi High-Technologies, ASM International N.V., Teradyne, ASM PACIFIC, Kulicke & Soffa, AMEC and Sevenstar Electronics.

Within the photolithography equipment market reaching $150M in 2014, advanced packaging applications experienced the strongest growth. Yole Développement (Yole)estimates that more than 40 systems have been installed in 2014, with a compound annual growth rate (CAGR) representing 10 percent between 2014 and 2020. In the meanwhile, MEMS photolithography equipment looks set for 7 percent CAGR and LEDs 3 percent.

Yole released last month its technology & market analysis dedicated to the manufacturing process, photolithography. Under this analysis entitled “Photolithography Equipment & Materials for Advanced Packaging, MEMS and LED Applications”the “More than Moore” market research and strategy consulting company proposes a comprehensive overview of the equipment and materials market dedicated to the photolithography step. Yole’s analysts performed a special focus on the advanced packaging area. They highlighted the following topics: current and emerging lithography technologies, technical specifications, challenges and technology trends, market forecast between 2014 and 2020, market shares and some case studies.

yole packaging july

“The advanced packaging market is very interesting and is growing dynamically as it includes many different players along the supply chain,” said Claire Troadec, Technology & Market Analyst at Yole. It encompasses outsourced assembly at test firms (OSATs), integrated manufacturers (IDMs), MEMS foundries and mid-stage foundries.
In comparison, even if the MEMS & Sensors industry is growing at a fast pace, components are also experiencing die size reduction due to strong cost pressure in the consumer market. Consequently wafer shipments are not following the same trend as unit shipments. Lastly, LED equipment growth is back to a normal rhythm, after big investments made in recent years.

Advanced packaging has very complex technical specifications. Warpage handling as well as heterogeneous materials represent big challenges to photolithography. Due to aggressive resolution targets in advanced packaging, performance must be improved. The current minimum resolution required is below 5µm for some advanced packaging platforms, like 3D integrated circuits, 2.5D interposers, and wafer level chip scale packaging (WLCSP). A lot of effort is being made to reduce overlay issues due to shifting dies and obtain vertical sidewalls for flip-chip and WLCSP. Although steppers are already well established in the packaging field, new disruptive lithography technologies are also emerging and could contribute to market growth from 2015-2016.

“Huge business opportunities in the advanced packaging market are therefore driving photolithography equipment demand,” highlighted Amandine Pizzagalli, Technology & Market Analyst at Yole. “Given the high growth rate of this market, there is no doubt that already established photolithography players and new entrants will be attracted,” she added.

yole packaging july fig 2