Infineon Sealed Dual-Membrane (SDM) MEMS in Goertek … · 2020-03-26 · market, Knowles and...

4
The consumer MEMS microphone market is expected to be worth $1.5B in 2024, up from $1.1B in 2019, according to the “Microphones, Microspeakers and Audio Solutions” report from Yole Développement. The main drivers are smart speakers and wireless earbuds. Two main players share the MEMS microphone market, Knowles and Goertek, with market shares of 39% and 28%, respectively. In this dynamic context of the consumer microphone market, System Plus Consulting provides a full reverse costing study of the Infineon Sealed Dual Membrane (SDM) XENSIV TM MEMS microphone. This microphone, sold by Goertek, was found in Apple’s AirPods Pro. Launched in 2019, Infineon SDM XENSIV TM is the newest Infineon MEMS microphone technology. This new MEMS microphone structure uses two movable membranes mechanically coupled by electrically insulating columns to enable a differential read-out process. In between the two membranes, where the backplate electrode is suspended, pressure is reduced. This is a sealed dual-membrane design. The previous MEMS microphone technology from Infineon, dual backplate from 2014 used two backplates and one membrane. The 2019 sealed dual- membrane uses one backplate and two mechanically-coupled membranes. According to Infineon, this new design enables practically noise-free audio signal capturing. This report includes a comparison between Infineon MEMS microphone technologies, dual-backplate and sealed dual-membrane, in Goertek microphones. The comparisons highlight differences in terms of structure, process, and cost. COMPLETE TEARDOWN WITH Microphone structure, including package, MEMS and ASIC analysis Detailed optical and SEM photos Precise measurements Supply chain evaluation Manufacturing cost analysis Estimated selling price Technology and cost comparisons between Infineon MEMS micro- phone technologies: Dual-backplate and sealed dual-membrane in Goertek microphones Apple’s AirPods Pro use the newest MEMS microphone technology from Infineon: Sealed Dual-Membrane XENSIV TM , found in Goertek’s microphone. REVERSE COSTING® – STRUCTURE, PROCESS & COST REPORT Title: Infineon SDM MEMS in Goertek Microphone Pages: 112 Date: March 2020 Format: PDF & Excel file Price: EUR 3,990 Reference: SP20549 Infineon Sealed Dual-Membrane (SDM) MEMS in Goertek Microphone IC – LED – RF – MEMS – IMAGING – PACKAGING – SYSTEM – POWER - MEMORY - DISPLAY

Transcript of Infineon Sealed Dual-Membrane (SDM) MEMS in Goertek … · 2020-03-26 · market, Knowles and...

Page 1: Infineon Sealed Dual-Membrane (SDM) MEMS in Goertek … · 2020-03-26 · market, Knowles and Goertek, with market shares of 39% and 28%, respectively. In this dynamic context of

The consumer MEMS microphone market

is expected to be worth $1.5B in 2024, up

from $1.1B in 2019, according to the

“Microphones, Microspeakers and Audio

Solutions” report from Yole

Développement. The main drivers are

smart speakers and wireless earbuds. Two

main players share the MEMS microphone

market, Knowles and Goertek, with

market shares of 39% and 28%,

respectively.

In this dynamic context of the consumer

microphone market, System Plus

Consulting provides a full reverse costing

study of the Infineon Sealed Dual

Membrane (SDM) XENSIVTM MEMS

microphone. This microphone, sold by

Goertek, was found in Apple’s AirPods

Pro.

Launched in 2019, Infineon SDM XENSIVTM

is the newest Infineon MEMS microphone

technology. This new MEMS microphone

structure uses two movable membranes

mechanically coupled by electrically

insulating columns to enable a differential

read-out process. In between the two

membranes, where the backplate

electrode is suspended, pressure is

reduced. This is a sealed dual-membrane

design.

The previous MEMS microphone

technology from Infineon, dual backplate

from 2014 used two backplates and one

membrane. The 2019 sealed dual-

membrane uses one backplate and two

mechanically-coupled membranes.

According to Infineon, this new design

enables practically noise-free audio signal

capturing.

This report includes a comparison

between Infineon MEMS microphone

technologies, dual-backplate and sealed

dual-membrane, in Goertek microphones.

The comparisons highlight differences in

terms of structure, process, and cost.

COMPLETE TEARDOWN WITH

• Microphone structure, including package, MEMS and ASIC analysis

• Detailed optical and SEM photos

• Precise measurements

• Supply chain evaluation

• Manufacturing cost analysis

• Estimated selling price

• Technology and cost comparisons between Infineon MEMS micro-phone technologies: Dual-backplateand sealed dual-membrane in Goertek microphones

Apple’s AirPods Pro use the newest MEMS microphone technology fromInfineon: Sealed Dual-Membrane XENSIVTM, found in Goertek’smicrophone.

REVERSE COSTING® – STRUCTURE, PROCESS & COST REPORT

Title: Infineon SDM MEMS in GoertekMicrophone

Pages: 112

Date: March 2020

Format: PDF & Excel file

Price: EUR 3,990

Reference: SP20549

Infineon Sealed Dual-Membrane (SDM) MEMS in Goertek Microphone

IC – LED – RF – MEMS – IMAGING – PACKAGING – SYSTEM – POWER - MEMORY - DISPLAY

Page 2: Infineon Sealed Dual-Membrane (SDM) MEMS in Goertek … · 2020-03-26 · market, Knowles and Goertek, with market shares of 39% and 28%, respectively. In this dynamic context of

TABLE OF CONTENTS

Overview/Introduction

• Executive Summary

• Reverse Costing Methodology

• Glossary

Company Profile

• Goertek Profile and Products

• Infineon MEMS Technology

Physical Analysis

• Apple AirPods Pro Teardown

• Summary of the Physical Analysis

• Package

Package view and dimensions

Package opening

Package cross-section

• ASIC

ASIC die view and dimensions

ASIC delayering and main blocs

ASIC die process

ASIC die cross-section

• MEMS

MEMS die view and dimensions

MEMS bond pad

MEMS die process

MEMS die cross-section

Manufacturing Process Flow

• Overview

• ASIC Die Front-End Process and Fabrication Unit

• MEMS Die Front-End Process and Fabrication Unit

• Packaging Process Flow and Assembly Unit

Cost Analysis

• Summary of the Cost Analysis

• Yield Explanations and Hypotheses

• ASIC Die

ASIC front-end, wafer and die cost

ASIC die probe test, thinning and dicing

• MEMS Die

MEMS front-end, wafer and die cost

MEMS die probe test and dicing

• Packaged Component

Packaging cost per process step

Back end: Final test

Component cost

Estimated Selling Price

Comparison

• GWM1 in Apple iPhone X versus GWM1 in Apple AirPods Pro

• Infineon Dual-Backplate Versus Sealed Dual-Membrane MEMS

AUTHORS

INFINEON SDM MEMS IN GOERTEK MICROPHONE

RELATED REPORTS

Consumer MEMS Micro-phones Comparison 2020Compare the technology and cost of 19 microphones from Knowles, Goertek, AAC Technologies, STMicroelectronics, TDK-InvenSense, TDK-Epcos, Cirrus Logic and Vesper.February 2020 - EUR 6,490*

Apple iPhone X: MEMS Microphones from Goertek, Knowles, and AAC TechnologiesAnalysis and comparison of the design and process evolution used by Apple’s three MEMS microphone suppliers.March 2018 - EUR 4,490*

USound Achelous UT-P 2016 MEMS SpeakerFirst mass-produced MEMS speaker based on SOI and PZT thin film technology.October 2019 - EUR 3,990*

Peggy Gallois joined System PlusConsulting’s laboratory ofmicroelectronics team in July 2019.She has a deep knowledge of metallicmaterials. She previously worked inthe laboratory of metallographicexpertise for Dassault Aviation nearParis.

Amine Allouche is part of SystemPlus Consulting’s Power Electronicsand Compound Semiconductorsteam. Amine holds a Master’sdegree focused on Micro andNanotechnologies for integratedSystems.

Page 3: Infineon Sealed Dual-Membrane (SDM) MEMS in Goertek … · 2020-03-26 · market, Knowles and Goertek, with market shares of 39% and 28%, respectively. In this dynamic context of

COSTING TOOLS

REVERSE COSTING® – STRUCTURE, PROCESS & COST REPORT

Process-BasedCosting Tools

ParametricCosting Tools

WHAT IS A REVERSE COSTING®?

Reverse Costing® is the process of disassembling a device (or asystem) in order to identify its technology and calculate itsmanufacturing cost, using in-house models and tools.

IC Price+

MEMS CoSim+

Power CoSim+

LED CoSim+

3D PackageCoSim+

DisplayPrice+

PCBPrice+

SYSCost+

Our analysis is performed with our costing tools IC Price+ and MEMS CoSim+.

System Plus Consulting offers powerful costing tools to evaluate any process or device, the production cost

and selling price, from single chip to complex structures. All these tools are on sale under corporate

license.

CONTACTS

ABOUT SYSTEM PLUS CONSULTING

System Plus Consulting is specialized

in the cost analysis of electronics

from semiconductor devices to

electronic systems.

A complete range of services and

costing tools to provide in-depth

production cost studies and to

estimate the objective selling price of

a product is available.

Our services:

• STRUCTURE & PROCESS

ANALYSES

• TEARDOWNS

• CUSTOM ANALYSES

• COSTING SERVICES

• COSTING TOOLS

• TRAININGS

www.systemplus.fr

[email protected]

IC Price+The tool performs the necessary cost simulation ofany Integrated Circuit: ASICs, microcontrollers,memories, DSP, smartpower…

Headquarters22, bd Benoni GoullinNantes Biotech44200 NantesFrance+33 2 40 18 09 [email protected]

Europe Sales OfficeLizzie LEVENEZFrankfurt am MainGermany+49 151 23 54 41 [email protected]

America Sales OfficeSteven LAFERRIEREWestern USA & Canada+1 [email protected]

Chris YOUMANEastern USA & Canada+1 919-607-9839 [email protected]

Asia Sales OfficeTakashi ONOZAWAJapan & Rest of Asia+81 80 4371 [email protected]

Mavis WANGGreater ChinaTW +886 979 336 809CN [email protected]

Peter OKKorea+82 10 4089 [email protected]

MEMS CoSim+Cost simulation tool to evaluate the cost of anyMEMS process or device.

Page 4: Infineon Sealed Dual-Membrane (SDM) MEMS in Goertek … · 2020-03-26 · market, Knowles and Goertek, with market shares of 39% and 28%, respectively. In this dynamic context of

1.INTRODUCTIONThe present terms and conditions apply to the offers, sales and deliveries of services managed by System PlusConsulting except in the case of a particular written agreement.Buyer must note that placing an order means an agreement without any restriction with these terms and conditions.

2.PRICESPrices of the purchased services are those which are in force on the date the order is placed. Prices are in Euros andworked out without taxes. Consequently, the taxes and possible added costs agreed when the order is placed will becharged on these initial prices.System Plus Consulting may change its prices whenever the company thinks it necessary. However, the companycommits itself in invoicing at the prices in force on the date the order is placed.

3.REBATES and DISCOUNTSThe quoted prices already include the rebates and discounts that System Plus Consulting could have granted accordingto the number of orders placed by the Buyer, or other specific conditions. No discount is granted in case of earlypayment.

4.TERMS OF PAYMENTSystem Plus Consulting delivered services are to be paid within 30 days end of month by bank transfer except in thecase of a particular written agreement.If the payment does not reach System Plus Consulting on the deadline, the Buyer has to pay System Plus Consulting apenalty for late payment the amount of which is three times the legal interest rate. The legal interest rate is thecurrent one on the delivery date. This penalty is worked out on the unpaid invoice amount, starting from the invoicedeadline. This penalty is sent without previous notice.When payment terms are over 30 days end of month, the Buyer has to pay a deposit which amount is 10% of the

total invoice amount when placing his order.

5. OWNERSHIPSystem Plus Consulting remains sole owner of the delivered services until total payment of the invoice.

6.DELIVERIESThe delivery schedule on the purchase order is given for information only and cannot be strictly guaranteed.Consequently any reasonable delay in the delivery of services will not allow the buyer to claim for damages or tocancel the order.

7.ENTRUSTED GOODS SHIPMENTThe transport costs and risks are fully born by the Buyer. Should the customer wish to ensure the goods against lost ordamage on the base of their real value, he must imperatively point it out to System Plus Consulting when theshipment takes place. Without any specific requirement, insurance terms for the return of goods will be the carriercurrent ones (reimbursement based on good weight instead of the real value).

8.FORCE MAJEURESystem Plus Consulting responsibility will not be involved in non execution or late delivery of one of its dutiesdescribed in the current terms and conditions if these are the result of a force majeure case. Therefore, the forcemajeure includes all external event unpredictable and irresistible as defined by the article 1148 of the French CodeCivil?

9.CONFIDENTIALITYAs a rule, all information handed by customers to system Plus Consulting are considered as strictly confidential.A non-disclosure agreement can be signed on demand.

10.RESPONSABILITY LIMITATIONThe Buyer is responsible for the use and interpretations he makes of the reports delivered by System Plus Consulting.Consequently, System Plus Consulting responsibility can in no case be called into question for any direct or indirectdamage, financial or otherwise, that may result from the use of the results of our analysis or results obtained usingone of our costing tools.

11.APPLICABLE LAWAny dispute that may arise about the interpretation or execution of the current terms and conditions shall be resolvedapplying the French law.It the dispute cannot be settled out-of-court, the competent Court will be the Tribunal de Commerce de Nantes.

TERMS AND CONDITIONS OF SALES