1PackagingTrendsinIoTsandWearables3DCISand

PackagingTrendsinIoTsandWearables:3DCIS/ICandMEMS/ICIntegrationJohnH.LauASMPacificTechnologyLtd.©2015ContentsIntroductionChinaSemiconductorIndustryInternetofThings(IoTs)InternetofEverythings(IoEs)WearablesTSMCCISandMEMSTechnologyPlatformforIoTs3DCIS/ICIntegrationTSMC’sCISPlatformToshiba’sCISwithTCVSTMicroelectronics’CISCameraModuleSamsung’sBSICISNemotek’sCISLeti/STMicroelectronics’CISwithTSVSONY’sStackingCISwithTSVsTrendsin3DCIS/ICIntegration3DMEMS/ICIntegrationTSMC’sMEMSPlatformIMEC’sMEMSwithThinCapandTSVIZE’sMEMSonaTSVInterposerAvago’sStackingMEMSwithTSVsTrendsinMEMS/ICIntegrationSummaryChinaSemiconductorIndustryIn2014Chinaproduced80%ofthemobilephonesintheworld.However,only3%oftheICsemiconductorsareproducedinChina.“Chinadoesn’twanttobedependentonanyone,”saidMichelleChen,headofChinatechnologyinvestmentbankingatJPMorganChase&Co.“There’sastrongdesiretobuildtheirownintellectualproperty,increaseproductdepthandbreadth,and,ifneedbe,acquireintellectualpropertyandcapabilities.”TheChinesegovernmentwillprovideasmuchas1trillionYuan(US$163billion)infundingoverthenextfiveto10yearstoboostthedomesticmarketandhelpprivatecompaniesmakeacquisitionsathomeandabroad,McKinsey&Co.estimates.ChineseCompaniesintheTop50FablessICSupplierRankingin2014HiSilicon海思Spreadtrum展訊Dating大唐NariSmartChip南瑞智芯CIDC中國華大集成ZTE中興Rockchip瑞芯RDA銳迪科Allwinner全志ICInsights91HiSiliconNumberofCompanies200920140246810RecentActivitiesinChinaSemiconductorIndustryOnSeptember24,Intelbought20%stakeinSpreadtrum.OnNovember7,2014,JCET/SMICannouncedthattheir12”waferbumpingfacilitywillbelocatedinJiangyin.OnNovember16,2014,TIannouncedthattheir12”waferbumpinglinewillbelocatedinChengdu.OnDecember14,2014,SMICandQualcommhaveachievedamajormilestoneinthefabricationof28nmQualcommSnapdragon410processors.OnDecember31,2014,JCET/SMIC’sacquisitionoftheStatschippac.InFebruary2015,TianShuiHuatainTechnology(TSHT)’sacquisitionoftheFlipChipInternational(FCI).OnFebruary24,2015,SMICwantedtobuySouthKorea’largestfoundryDongbuHiTekCo.ChinalikelytoturnaggressiveinoverseasacquisitionsforICindustry.PotentialAcquisitionTargetsunderChina’s13th5-YearPlan(TheestablishmentofaCNY120billion(US$163B)nationalinvestmentfundwillassistChina'slocalICfirmstomakeacquisitionsoverseas.)DIGITIMESFeb20157ASMPacificTechnologyLtd.©2015OnOctober25,2014,TSMCchairmanMorrisChangsaid:“China’ssemiconductorindustrymaycatchupwithTaiwan’safterfiveyears.”FutureofChinaSemiconductorIndustry8ASMPacificTechnologyLtd.©2015What’sthenextbigthingaftersmartphones?IoTsorIoEs!9ASMPacificTechnologyLtd.©2015Theconceptofanetworkofsmartdeviceswasdiscussedasearlyas1982,withamodifiedCokemachineatCarnegieMellonUniversitybecomingthefirstinternetconnectedappliance,abletoreportitsinventoryandwhethernewlyloadeddrinkswerecold.TheconceptoftheInternetofThingsfirstbecamepopularin1999,throughtheAuto-IDCenteratMITandrelatedmarket-analysispublications1999-AbigyearfortheIoTandMIT.TheInternetofThingstermiscoinedbyKevinAshtonexecutivedirectoroftheAuto-IDCenter:Icouldbewrong,butI'mfairlysurethephraseInternetofThingsstartedlifeasthetitleofapresentationImadeatProcter&Gamble(P&G)in1999.LinkingthenewideaofRFIDinP&G'ssupplychaintothethen-red-hottopicoftheInternetwasmorethanjustagoodwaytogetexecutiveattention.Itsummedupanimportantinsightwhichisstilloftenmisunderstood.WiKipediaInternetofThings(IoTs)11ASMPacificTechnologyLtd.©2015TheInternetofThings(IoTs)willconnecteverythingwitheveryonetoformaglobalintegratednetwork,andisanticipatedtocreatethenexttechnologicalrevolution.With10billiondevicesconnectedtodayand50billionprojectedby2020accordingtoCiscoSystems,theglobalIoTmarketwillseeanexplosivegrowth.IDCpredictsthattheglobalIoTmarketwouldgrowatarateof17.5%from$1.9trillionin2013to$7.1trillionin2020.InternetofThings(IoTs)$1trillion=$1012=$1000billionInternetofEverythings(IoEs)CiscodefinestheInternetofEverything(IoEs)asbringingtogetherpeople,process,data,andthingstomakenetworkedconnectionsmorerelevantandvaluablethaneverbefore-turninginformationintoactionsthatcreatenewcapabilities,richerexperiences,andunprecedentedeconomicopportunityforbusinesses,individuals,andcountries.IoTs,combinedwithIoEs-connectingthepreviouslyunconnectedandbringingtogetherpeople,process,data,andthingstomakenetworkedconnectionsmorerelevantandvaluablethaneverbefore-ispoisedtorevolutionizetheglobaleconomyaspowerfullyasthefirstInternetrevolutiondid.ItisanticipatedthatIoEwilldriveincremental$19Trillionofvaluefortheglobaleconomyoverthenexttenyears.MillionsofDollarsConsumerAutomotiveIndustrialOther20142015201620172018201920205,00010,00015,00020,00025,00030,00035,00040,00045,000050,000ExpectedgrowthinsemiconductorsdrivenbytheIoTsElectronicspurchasingstrategiesWearablesWearabletechnologies—suchasglasses,watches,clothesandaccessoriesembeddedwithadvanceddigitalappliedscienceswhich,forinstance,canobserveissueslikehealthlevelsoftheparticularpersoncarryingit—isincreasinglymorechangingintopopularinternationally.ThewearableisapartoftheInternetofThings(IoT)—theconceptofconne