Toyota Prius 4 PCU Power Modules - teardown reverse costing report published by Yole Developpement

23
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] September 2016 - Version 1 - Written by Elena Barbarini

Transcript of Toyota Prius 4 PCU Power Modules - teardown reverse costing report published by Yole Developpement

Page 1: Toyota Prius 4 PCU Power Modules - 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]

September 2016 - Version 1 - Written by Elena Barbarini

Page 2: Toyota Prius 4 PCU Power Modules - teardown reverse costing report published by Yole Developpement

Toyota Prius 4 Power Module

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

3. Physical Analysis 9– Synthesis of the Physical Analysis

– Module design

3.1 Generator Inverter 13

3.1.1 Module teardown

– View and dimensions and marking

– Package Opening & Cross-section

3.1.2 IGBT

– Dimension, process

– Cross-section

3.1.3 Diode Analysis

– Dimension, process

– Cross-section

3.2 Boost Converter & Motor Inverter 55

3.2.1 Module teardown

– View and dimensions and marking

– Package Opening & Cross-section

3.2.2 IGBT

– Dimension, process

– Cross-section

3.2.3 Diode Analysis

– Dimension, process

– Cross-section

4. Manufacturing Process Flow 85– Overview

– IGBT Process Flow & Fabrication unit

– Diode Process Flow & Fabrication unit

– Package Process Flow & fabrication unit

5. Cost & Price Analysis 90– Synthesis of the Cost Analysis

– Main Steps of Economic Analysis

– Yields Explanation

5.1 Cost & price Analysis Generator Inverter 93

– IGBT Wafer Cost & die cost

– Diode Wafer Cost & die cost

– Module Wafer Cost & die cost

– Module price

5.2 Cost & price Analysis Boost converter & motor inverter 113

– IGBT Wafer Cost & die cost

– Diode Wafer Cost & die cost

– Module Wafer Cost & die cost

– Module price

6. Toyota Prius vs Chevrolet Volt Power Module 133

Contact

Page 3: Toyota Prius 4 PCU Power Modules - teardown reverse costing report published by Yole Developpement

Toyota Prius 4 Power Module

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 IGBT power modules integrates in the PCU of the ToyotaPrius 4.

• For its latest Prius 4 Toyota designed a new PCU. The PCU is assembled with two types of powermodules, one for the motor inverter and the other for the boost converter and generator inverter.

• The module integrates the latest packaging of Toyota power card with double side cooling. Themodule allows an optimization of the modularity and scalability of the PCU’s inverters and a betterthermal dissipation thanks to the use of copper heatsink and spacers. The power cards can be placedin parallel to have a single thermal dissipation circuit in a limited space. This package includes twopairs of IGBT and FWD wire bonded and it is plastic molded.

• The report offers a deep technical analysis of the module structure and packaging and of the IGBT anddiode dies.

• Based on a complete teardown analysis, the report also provides an estimation of the production costof the package, IGBT and diode.

• Moreover the report proposes a comparison with the Chevrolet Volt Power module.

Page 4: Toyota Prius 4 PCU Power Modules - teardown reverse costing report published by Yole Developpement

Toyota Prius 4 Power Module

Return to TOC

© 2016 by SYSTEM PLUS CONSULTING, all rights reserved. 4“Toyota’s Challenge of Applying SiC Power Semiconductors to Environmentally Friendly Vehicles and its update” ISiCPEAW 2016

Page 5: Toyota Prius 4 PCU Power Modules - teardown reverse costing report published by Yole Developpement

Toyota Prius 4 Power Module

Return to TOC

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

• Module dimensions: 105 mm x 57 mm

Module marking

IGBT and diode of generator inverter

Page 6: Toyota Prius 4 PCU Power Modules - teardown reverse costing report published by Yole Developpement

Toyota Prius 4 Power Module

Return to TOC

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

Module Overview

Module marking

Pins Pins cross section

Page 7: Toyota Prius 4 PCU Power Modules - teardown reverse costing report published by Yole Developpement

Toyota Prius 4 Power Module

Return to TOC

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

Module: Optical view

Wire bonding

IGBT

Collector plate

Diode

Page 8: Toyota Prius 4 PCU Power Modules - teardown reverse costing report published by Yole Developpement

Toyota Prius 4 Power Module

Return to TOC

© 2016 by SYSTEM PLUS CONSULTING, all rights reserved. 8Module Cross-Section Optical view

Module Cross-Section Optical view

Page 9: Toyota Prius 4 PCU Power Modules - teardown reverse costing report published by Yole Developpement

Toyota Prius 4 Power Module

Return to TOC

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

IGBT Die Overview

Page 10: Toyota Prius 4 PCU Power Modules - teardown reverse costing report published by Yole Developpement

Toyota Prius 4 Power Module

Return to TOC

© 2016 by SYSTEM PLUS CONSULTING, all rights reserved. 10Die Cross-Section – Optical View

Page 11: Toyota Prius 4 PCU Power Modules - teardown reverse costing report published by Yole Developpement

Toyota Prius 4 Power Module

Return to TOC

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

Die Cross-Section – SEM View

Die Cross-Section – SEM View

Page 12: Toyota Prius 4 PCU Power Modules - teardown reverse costing report published by Yole Developpement

Toyota Prius 4 Power Module

Return to TOC

© 2016 by SYSTEM PLUS CONSULTING, all rights reserved. 12Die Cross-Section – SEM View

Page 13: Toyota Prius 4 PCU Power Modules - teardown reverse costing report published by Yole Developpement

Toyota Prius 4 Power Module

Return to TOC

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

Diode Die Overview

Page 14: Toyota Prius 4 PCU Power Modules - teardown reverse costing report published by Yole Developpement

Toyota Prius 4 Power Module

Return to TOC

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

Diode manufacturing1 metal layer, backside

Probe testDicing

IGBTDiode

Assembly in packageFinal test

Power Module

IGBT manufacturing1 metal layer, trench, backside

Probe testDicing

Page 15: Toyota Prius 4 PCU Power Modules - teardown reverse costing report published by Yole Developpement

Toyota Prius 4 Power Module

Return to TOC

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

• The wafer cost is between $xxx and$xxxaccording to yield.

• The main part of the wafer cost is due to theconsumables with xxx%. The equipment partcounts for xxxx%.

Page 16: Toyota Prius 4 PCU Power Modules - teardown reverse costing report published by Yole Developpement

Toyota Prius 4 Power Module

Return to TOC

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

• The dies cost is between $xxx and $xxaccording to yield.

– Silicon cost accounts for xx% of the costfor medium yield .

– The probe test, backgrinding and dicingrepresent xx% of the cost for mediumyield.

– The scrap cost (xxx% ) is the total of allthe losses during probe test and dicing formedium yield.

Page 17: Toyota Prius 4 PCU Power Modules - teardown reverse costing report published by Yole Developpement

Toyota Prius 4 Power Module

Return to TOC

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

• The die cost is between $xxx and $xxaccording to yield.

– Silicon cost accounts for xx% of the cost.

– The probe test, backgrinding and dicingrepresent xx% of the cost.

– The scrap cost (xx% ) is the total of all thelosses during probe test and dicing.

Page 18: Toyota Prius 4 PCU Power Modules - teardown reverse costing report published by Yole Developpement

Toyota Prius 4 Power Module

Return to TOC

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

Page 19: Toyota Prius 4 PCU Power Modules - teardown reverse costing report published by Yole Developpement

Toyota Prius 4 Power Module

Return to TOC

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

• The assembled module cost is estimated between $xxx and $xxx according to yield.

• The dies cost (Silicon cost) accounts for about xxx%.

• The copper cost accounts for xxx% of the cost.

• The added value cost is $xx (x%).

Page 20: Toyota Prius 4 PCU Power Modules - teardown reverse costing report published by Yole Developpement

Toyota Prius 4 Power Module

Return to TOC

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

• The module manufacturer price is estimated between $xxx and $xxx.

Page 21: Toyota Prius 4 PCU Power Modules - teardown reverse costing report published by Yole Developpement

Toyota Prius 4 Power Module

Return to TOC

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

Chevrolet Volt IGBT & Diode

Toyota Prius IGBT & Diode

Page 22: Toyota Prius 4 PCU Power Modules - teardown reverse costing report published by Yole Developpement

Full Reverse Costing report: EUR 3,490*

ORDER FORM

*For price in dollars please use the day’s exchange rate. All reports are delivered electronically in pdf format. For French customer, add 20 % for VAT.

Performed by

DELIVERY on receipt of payment:

By credit card:

Number: |__|__|__|__| |__|__|__|__| |__|__|__|__| |__|__|__|__|

Expiration date: |__|__|/|__|__| Card Verification Value: |__|__|__|

By bank transfer:

BANK INFO: HSBC, 1 place de la Bourse, F-69002 Lyon, France,

Bank code : 30056, Branch code : 00170

Account No : 0170 200 1565 87,

SWIFT or BIC code : CCFRFRPP,

IBAN : FR76 3005 6001 7001 7020 0156 587

Return order by:

• FAX: +33 (0)472 83 01 83

• MAIL: YOLE DEVELOPPEMENT,

75 Cours Emile Zola, F - 69100 Lyon - Villeurbanne

Contact:

David Jourdan, [email protected], Tel: +33 (0)4 72 83 01 90

SHIP TO PAYMENT

BILLING CONTACT

ABOUT YOLE DEVELOPPEMENT

Name (Mr/Ms/Dr/Pr):

......................................................................................

Job Title:

......................................................................................

Company:

......................................................................................

Address:

......................................................................................

City: State:

......................................................................................

Postcode/Zip:

......................................................................................

Country:

......................................................................................

VAT ID Number for EU members:

......................................................................................

Tel:

......................................................................................

Email:

.....................................................................................

Date:

.......................................................................................

Signature:

......................................................................................

Distributed by

First Name: .................................................................. Last Name: ............................................................................

Email:............................................................................ Phone:.....................................................................................

Founded in 1998, Yole Développement has grown to become a group of companies providing marketing, technologyand strategy consulting, media and corporate finance services. With a strong focus on emerging applications usingsilicon and/or micro manufacturing, the Yole Développement group has expanded to include more than 50collaborators worldwide covering MEMS, Compound Semiconductors, LED, Image Sensors, Optoelectronics,Microfluidics & Medical, Advanced Packaging, Manufacturing, Nanomaterials, Power Electronics and Batteries & EnergyManagement.The “More than Moore” company Yole, along with its partners System Plus Consulting, Blumorpho and KnowMade,support industrial companies, investors and R&D organizations worldwide to help them understand markets andfollow technology trends to grow their business.

CUSTOM STUDIES• Market data & research, marketing analysis• Technology analysis• Reverse engineering & costing services• Strategy consulting• Patent analysisMore information on www.yole.fr

MEDIA• i-Micronews.com, online disruptive technologies website and its weekly e-newsletter, @Micronews• Communication & webcasts services• Events: Yole Seminars, Market BriefingsMore information onhttp://www.i-micronews.com/media-kit.html

TECHNOLOGY & MARKET REPORTS• Collection of technology & market reports• Manufacturing cost simulation tools• Component reverse engineering & costing analysis• Patent investigationMore information onhttp://www.i-micronews.com/reports.html

Please process my order for “Toyota Prius Power Modules” Reverse Costing Report

Page 23: Toyota Prius 4 PCU Power Modules - teardown reverse costing report published by Yole Developpement

Toyota Prius 4 Power Module

Return to TOC

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

• 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:

• Consulting and Specific Analysis

– North America: Steve LaFerriere, Director of Northern America Business Development

Email: [email protected]

– Japan & Asia: Takashi Onozawa, Representative Director, Yole KK

Email: [email protected]

– RoW: Jean-Christophe Eloy, CEO & President, Yole Développement

Email [email protected]

• Report business

– North America: Steve LaFerriere, Director of Northern America Business Development

Email: [email protected]

– Europe: Lizzie Levenez, EMEA Business Development Manager

Email: [email protected]

– Japan & Asia: Takashi Onozawa, Representative Director, Yole KK.

Email: [email protected]

– Greater China: Mavis Wang, Business Development Director

Email: [email protected]

• Financial services

– Jean-Christophe Eloy, CEO & President

Email: [email protected]

• General

– Email: [email protected]