Avago AFEM-8030 Mid Band FEM FBAR-BAW Filter iPhone 6s Plus 2016 teardown reverse costing report...

24
DISCLAIMER : System Plus Consulting provides cost studies based on its knowledge of the manufacturing and selling prices of electronic components and systems. The given values are realistic estimates which do not bind System Plus Consulting nor the manufacturers quoted in the report. System Plus Consulting is in no case responsible for the consequences related to the use which is made of the contents of this report. The quoted trademarks are property of their owners. © 2016 by SYSTEM PLUS CONSULTING, all rights reserved. 1 Electronic Costing & Technology Experts www.systemplus.fr 21 rue la Nouë Bras de Fer 44200 Nantes – France Phone : +33 (0) 240 180 916 email : [email protected] March 2016 – Version 1 – Written by Stéphane ELISABETH

Transcript of Avago AFEM-8030 Mid Band FEM FBAR-BAW Filter iPhone 6s Plus 2016 teardown reverse costing report...

Page 1: Avago AFEM-8030 Mid Band FEM FBAR-BAW Filter iPhone 6s Plus 2016 teardown reverse costing report published by Yole Developpement

DISCLAIMER : System Plus Consulting provides cost studies based on its knowledge of the manufacturing and selling prices of electronic components and systems. The given values are realistic estimates which do not bind System Plus Consulting nor the manufacturers quoted in the report. System Plus Consulting is in no case responsible for the consequences related to the use which is made of the contents of this report. The quoted trademarks are property of their owners.

© 2016 by SYSTEM PLUS CONSULTING, all rights reserved. 1

Electronic Costing & Technology Experts

www.systemplus.fr21 rue la Nouë Bras de Fer44200 Nantes – France Phone : +33 (0) 240 180 916 email : [email protected]

March 2016 – Version 1 – Written by Stéphane ELISABETH

Page 2: Avago AFEM-8030 Mid Band FEM FBAR-BAW Filter iPhone 6s Plus 2016 teardown reverse costing report published by Yole Developpement

Avago AFEM-8030

Return to TOC

© 2016 by SYSTEM PLUS CONSULTING, all rights reserved. 2

Glossary1. Overview / Introduction 4

– Executive Summary

– Reverse Costing Methodology

2. Company Profile 7– Avago Technologies

– Mobile Data Front-End Module Details

3. Physical Analysis 12– Synthesis of the Physical Analysis

– Apple iPhone 6s Plus Disassembly 14

– iPhone Opening

– Die Removal

– Packaging 17

– View, Dimensions & Marking

– Package Opening

– FEM Cross-Section

– Active device 22

– RF Front-End Active Components

– LNA Overview

– SPDT Switch Overview

– RFIC Overview

– Filter Die 27

– Filter Die Function

– SAW Filter die 29

– Die Dimension

– SAW Filter Cap Details

– SAW Filter Details

– SAW Filter Contact Details

– SAW Filter Die Cross-Section

– FBAR BAW Filter die 36

– Dies Dimensions

– Die Opening

– FBAR-BAW Filter Die Cross-Section

– FBAR-BAW Filter Cross-Section TSV

– FBAR-BAW Filter Cross-Section Au/Au Bonding

– FBAR-BAW Filter Cross-Section Membrane

– FBAR-BAW Filter Physical Data Summary

4. Manufacturing Process Flow 50– Component Process Flow

– Component Fabrication Unit

– MEMS FBAR Filter Process Flow

– MEMS FBAR Filter Wafer Fabrication Unit

– MEMS Filter : FBAR-BAW Process Flow

– MEMS Filter : Cap Process Flow

– MEMS Filter : Bonding & TSV Process Flow

– Component Packaging

5. Cost Analysis 67– Synthesis of the cost analysis

– Main steps of economic analysis

– Yields Hypotheses

– MEMS Wafer Front-End Cost

– MEMS Front-End Cost

– MEMS Wafer Cost

– MEMS Die Cost

6. Estimated Price Analysis 80– Manufacturer Financial Ratios

– AFEM-8030 Estimated Selling Price

7. BAW Filter Comparison 84

Contact 90

Page 3: Avago AFEM-8030 Mid Band FEM FBAR-BAW Filter iPhone 6s Plus 2016 teardown reverse costing report published by Yole Developpement

Avago AFEM-8030

Return to TOC

© 2016 by SYSTEM PLUS CONSULTING, all rights reserved. 3

• This full reverse costing study has been conducted to provide insight on technology data,

manufacturing cost and selling price of the Avago AFEM-8030.

• Avago AFEM-8030 is a front-end module LTE band device aimed at use in Apple iPhone 6s Plus.

• The AFEM-8030 features power amplifier and filtering in different LTE band manufactured with Avago

proprietary film bulk acoustic resonator (FBAR) process and microcap technology.

• The analysis is focused on FBAR BAW filter.

• Microcap corresponds to the wafer level packaging of the FBAR filters. The Microcap process uses

gold plated Through Silicon Vias (TSV) in the cap to report electrical contacts and gold-gold thermo-

compression wafer bonding to ensure an hermetic sealing.

• Based on complete physical analysis of the AFEM-8030 component, this report provides the

manufacturing cost of the BAW filter die. It will be compared to the Qorvo TQF-6405.

• The TQF-6405 have been found also in the Apple iPhone 6s Plus. The analysis of the TQF-6405 is

available in a separate report.

Page 4: Avago AFEM-8030 Mid Band FEM FBAR-BAW Filter iPhone 6s Plus 2016 teardown reverse costing report published by Yole Developpement

Avago AFEM-8030

Return to TOC

© 2016 by SYSTEM PLUS CONSULTING, all rights reserved. 4

Main Board (Top Side)

LTE FEM area

• The front-end module from Avago is located on themain board. Two other front-end module working ondifferent band are close to it: SKY77812 from Skyworksfor Low band LTE Tx/Rx, and Qorvo (merged from RFMicroDevice and Triquint) TQF6405 for High band LTETx/Rx.

Page 5: Avago AFEM-8030 Mid Band FEM FBAR-BAW Filter iPhone 6s Plus 2016 teardown reverse costing report published by Yole Developpement

Avago AFEM-8030

Return to TOC

© 2016 by SYSTEM PLUS CONSULTING, all rights reserved. 5

• Package Type : 40-pin LGA

• Dimensions : 4.8 x 6.7 x 0.9 mm (32mm² x 0.9 mm)

• Pin Pitch : 0.5 mm

• Marking : AFEM-8030

KA1527

KA020

Package Top view

Package Side view

Package Bottom view

Page 6: Avago AFEM-8030 Mid Band FEM FBAR-BAW Filter iPhone 6s Plus 2016 teardown reverse costing report published by Yole Developpement

Avago AFEM-8030

Return to TOC

© 2016 by SYSTEM PLUS CONSULTING, all rights reserved. 6

Page 7: Avago AFEM-8030 Mid Band FEM FBAR-BAW Filter iPhone 6s Plus 2016 teardown reverse costing report published by Yole Developpement

Avago AFEM-8030

Return to TOC

© 2016 by SYSTEM PLUS CONSULTING, all rights reserved. 7

Page 8: Avago AFEM-8030 Mid Band FEM FBAR-BAW Filter iPhone 6s Plus 2016 teardown reverse costing report published by Yole Developpement

Avago AFEM-8030

Return to TOC

© 2016 by SYSTEM PLUS CONSULTING, all rights reserved. 8

Page 9: Avago AFEM-8030 Mid Band FEM FBAR-BAW Filter iPhone 6s Plus 2016 teardown reverse costing report published by Yole Developpement

Avago AFEM-8030

Return to TOC

© 2016 by SYSTEM PLUS CONSULTING, all rights reserved. 9

Page 10: Avago AFEM-8030 Mid Band FEM FBAR-BAW Filter iPhone 6s Plus 2016 teardown reverse costing report published by Yole Developpement

Avago AFEM-8030

Return to TOC

© 2016 by SYSTEM PLUS CONSULTING, all rights reserved. 10

Page 11: Avago AFEM-8030 Mid Band FEM FBAR-BAW Filter iPhone 6s Plus 2016 teardown reverse costing report published by Yole Developpement

Avago AFEM-8030

Return to TOC

© 2016 by SYSTEM PLUS CONSULTING, all rights reserved. 11

Page 12: Avago AFEM-8030 Mid Band FEM FBAR-BAW Filter iPhone 6s Plus 2016 teardown reverse costing report published by Yole Developpement

Avago AFEM-8030

Return to TOC

© 2016 by SYSTEM PLUS CONSULTING, all rights reserved. 12

Page 13: Avago AFEM-8030 Mid Band FEM FBAR-BAW Filter iPhone 6s Plus 2016 teardown reverse costing report published by Yole Developpement

Avago AFEM-8030

Return to TOC

© 2016 by SYSTEM PLUS CONSULTING, all rights reserved. 13

Page 14: Avago AFEM-8030 Mid Band FEM FBAR-BAW Filter iPhone 6s Plus 2016 teardown reverse costing report published by Yole Developpement

Avago AFEM-8030

Return to TOC

© 2016 by SYSTEM PLUS CONSULTING, all rights reserved. 14

Page 15: Avago AFEM-8030 Mid Band FEM FBAR-BAW Filter iPhone 6s Plus 2016 teardown reverse costing report published by Yole Developpement

Avago AFEM-8030

Return to TOC

© 2016 by SYSTEM PLUS CONSULTING, all rights reserved. 15

Page 16: Avago AFEM-8030 Mid Band FEM FBAR-BAW Filter iPhone 6s Plus 2016 teardown reverse costing report published by Yole Developpement

Avago AFEM-8030

Return to TOC

© 2016 by SYSTEM PLUS CONSULTING, all rights reserved. 16

Page 17: Avago AFEM-8030 Mid Band FEM FBAR-BAW Filter iPhone 6s Plus 2016 teardown reverse costing report published by Yole Developpement

Avago AFEM-8030

Return to TOC

© 2016 by SYSTEM PLUS CONSULTING, all rights reserved. 17

Page 18: Avago AFEM-8030 Mid Band FEM FBAR-BAW Filter iPhone 6s Plus 2016 teardown reverse costing report published by Yole Developpement

Avago AFEM-8030

Return to TOC

© 2016 by SYSTEM PLUS CONSULTING, all rights reserved. 18

Page 19: Avago AFEM-8030 Mid Band FEM FBAR-BAW Filter iPhone 6s Plus 2016 teardown reverse costing report published by Yole Developpement

Avago AFEM-8030

Return to TOC

© 2016 by SYSTEM PLUS CONSULTING, all rights reserved. 19

Page 20: Avago AFEM-8030 Mid Band FEM FBAR-BAW Filter iPhone 6s Plus 2016 teardown reverse costing report published by Yole Developpement

Avago AFEM-8030

Return to TOC

© 2016 by SYSTEM PLUS CONSULTING, all rights reserved. 20

Page 21: Avago AFEM-8030 Mid Band FEM FBAR-BAW Filter iPhone 6s Plus 2016 teardown reverse costing report published by Yole Developpement

Avago AFEM-8030

Return to TOC

© 2016 by SYSTEM PLUS CONSULTING, all rights reserved. 21

Page 22: Avago AFEM-8030 Mid Band FEM FBAR-BAW Filter iPhone 6s Plus 2016 teardown reverse costing report published by Yole Developpement

Avago AFEM-8030

Return to TOC

© 2016 by SYSTEM PLUS CONSULTING, all rights reserved. 22

Page 23: Avago AFEM-8030 Mid Band FEM FBAR-BAW Filter iPhone 6s Plus 2016 teardown reverse costing report published by Yole Developpement

Avago AFEM-8030

Return to TOC

© 2016 by SYSTEM PLUS CONSULTING, all rights reserved. 23

Page 24: Avago AFEM-8030 Mid Band FEM FBAR-BAW Filter iPhone 6s Plus 2016 teardown reverse costing report published by Yole Developpement

Avago AFEM-8030

Return to TOC

© 2016 by SYSTEM PLUS CONSULTING, all rights reserved. 24

Reverse costing analysis represents the best cost/price evaluation given the publically available data, and estimatescompleted by industry experts.

Given the hypothesis presented in this analysis, the major sources of correction would lead to a +/- 10% correction on themanufacturing cost (if all parameters are cumulated).

These results are open for discussion. We can reevaluate this circuit with your information. Please contact us:

o Consulting and Specific Analysis– North America: Steve LaFerriere, Director of Northern America Business Development, Yole Inc.

Email: [email protected]– Europe: Lizzie Levenez, Europe Middle East and Africa Business Development Manager, Yole Développement

Email: [email protected]– Japan: Yutaka Katano, General Manager, Yole Japan & President, Yole K.K.

Email: [email protected]– RoW: Jean-Christophe Eloy, President & CEO, Yole Développement

Email: [email protected]

o Report business– North America: Steve LaFerriere, Director of Northern America Business Development, Yole Inc.

Email: [email protected]– Europe: Fayçal El Khamassi, Headquarter Sales Coordination & Customer Service

Email: [email protected]– Japan & Asia: Takashi Onozawa, Sales Asia & General Manager, Yole K.K.

Email: [email protected] – Korea: Hailey Yang, Business Development Manager, Korean Office

Email: [email protected]

o Financial services– Jean-Christophe Eloy, CEO & President

Email: [email protected]

o General: Email: [email protected]