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©2019 System Plus Consulting | LPDDR4 Memory Comparison 2019 1
22 Bd. Benoni Goullin44200 NANTES - FRANCE +33 2 40 18 09 16 [email protected] www.systemplus.fr
LPDDR4 Memory Comparison 2019Mainstream low power mobile DRAM physical analysis and cost comparison.SP19466- Memory report by Belinda DubeNovember 2019 – Sample
REVERSE COSTING® – STRUCTURAL, PROCESS & COST REPORT
©2019 System Plus Consulting | LPDDR4 Memory Comparison 2019 2
Table of Contents
Overview / Introduction 3
o Executive Summary
o Reverse Costing Methodology
Company Profile 10
o Samsung
o SK Hynix
o Micron/Intel
Technology & Market 18
o DRAM Roadmap
o DRAM Revenue
Physical Analysis 24
o Samsung
Synthesis
Die design
Cross-Section
Patents
o Micron
Synthesis
Die design
Cross-Section
Patents
o SK Hynix
Synthesis
Die design
Cross-Section
Patents
Manufacturing Process Flow 147
o Global Overview
o Wafer Fabrication Unit
o Front-End Process
Cost Analysis 180
o Synthesis of the cost analysis
Yields Explanation & Hypotheses
DRAM wafer and die cost
Front-End Cost
Component Cost
Cost Analysis Comparison 223
Estimated Price and Gross Margin Analysis 230
Company services 240
©2019 System Plus Consulting | LPDDR4 Memory Comparison 2019 3
Overview / Introductiono Executive Summaryo Comparison Summaryo Reverse Costing
Methodologyo Glossary
Company Profile
Technology and market
Physical Analysis
Manufacturing Process Flow
Cost Analysis
Cost Analysis Comparison
Selling Price Analysis
Related Reports
About System Plus
Executive Summary
• Samsung LPDDR4 is characterized by : Technology node 1y nm (17nm).
- Product: Samsung 12GB Mobile DRAM from Samsung S10 Plus
- (12Dies ) 8Gb DRAM memory dies (7.9mm x 4.3mm)
- Product release : H1’2019
• Micron is characterized by :Technology node 1x nm (19nm).
- Product : Micron 8GB Mobile DRAM from Huawei P30 Pro
- (8 Dies) 8Gb DRAM memory dies (9.9mm x 5.3mm)
- Product release : Q3-Q4 2018
• SK Hynix is characterized by : Technology node 1xnm
- Product : SK Hynix 6GB Mobile DRAM from Huawei P20 Pro
- (8 Dies) 6Gb DRAM memory Dies (7.1 mm x 4.6 mm)
- Product release : Q2’18
©2019 System Plus Consulting | LPDDR4 Memory Comparison 2019 4
Overview / Introductiono Executive Summaryo Comparison Summaryo Reverse Costing
Methodologyo Glossary
Company Profile
Technology and market
Physical Analysis
Manufacturing Process Flow
Cost Analysis
Cost Analysis Comparison
Selling Price Analysis
Related Reports
About System Plus
Comparison Summary
©2019 System Plus Consulting | LPDDR4 Memory Comparison 2019 5
Overview / Introduction
Company Profile
Technology and market
Physical Analysis o Physical Methodologyo Samsung
• Synthesis• Package• Physical Analysis• Patent• Outline
o Micron• Synthesis• Package• Physical Analysis• Patent• Outline
o SK Hynix • Synthesis• Package• Physical Analysis• Patent• Outline
o Comparison
Manufacturing Process Flow
Cost Analysis
Cost Analysis Comparison
Selling Price Analysis
Related Reports
About System Plus
Package Opening
©2019 System Plus Consulting | LPDDR4 Memory Comparison 2019 6
Overview / Introduction
Company Profile
Technology and market
Physical Analysis o Physical Methodologyo Samsung
• Synthesis• Package• Physical Analysis• Patent• Outline
o Micron• Synthesis• Package• Physical Analysis• Patent• Outline
o SK Hynix • Synthesis• Package• Physical Analysis• Patent• Outline
o Comparison
Manufacturing Process Flow
Cost Analysis
Cost Analysis Comparison
Selling Price Analysis
Related Reports
About System Plus
Die Cross Section
©2019 System Plus Consulting | LPDDR4 Memory Comparison 2019 7
Overview / Introduction
Company Profile
Technology and market
Physical Analysis o Physical Methodologyo Samsung
• Synthesis• Package• Physical Analysis• Patent• Outline
o Micron• Synthesis• Package• Physical Analysis• Patent• Outline
o SK Hynix • Synthesis• Package• Physical Analysis• Patent• Outline
o Comparison
Manufacturing Process Flow
Cost Analysis
Cost Analysis Comparison
Selling Price Analysis
Related Reports
About System Plus
Die Cross Cross Section 1
©2019 System Plus Consulting | LPDDR4 Memory Comparison 2019 8
Overview / Introduction
Company Profile
Technology and market
Physical Analysis o Physical Methodologyo Samsung
• Synthesis• Package• Physical Analysis• Patent• Outline
o Micron• Synthesis• Package• Physical Analysis• Patent• Outline
o SK Hynix • Synthesis• Package• Physical Analysis• Patent• Outline
o Comparison
Manufacturing Process Flow
Cost Analysis
Cost Analysis Comparison
Selling Price Analysis
Related Reports
About System Plus
Cross Section 1- Isolation Trench and Word Line
©2019 System Plus Consulting | LPDDR4 Memory Comparison 2019 9
Overview / Introduction
Company Profile
Technology and market
Physical Analysis o Physical Methodologyo Samsung
• Synthesis• Package• Physical Analysis• Patent• Outline
o Micron• Synthesis• Package• Physical Analysis• Patent• Outline
o SK Hynix • Synthesis• Package• Physical Analysis• Patent• Outline
o Comparison
Manufacturing Process Flow
Cost Analysis
Cost Analysis Comparison
Selling Price Analysis
Related Reports
About System Plus
Cross Section 1- Capacitors
©2019 System Plus Consulting | LPDDR4 Memory Comparison 2019 10
Overview / Introduction
Company Profile
Technology and market
Physical Analysis o Physical Methodologyo Samsung
• Synthesis• Package• Physical Analysis• Patent• Outline
o Micron• Synthesis• Package• Physical Analysis• Patent• Outline
o SK Hynix • Synthesis• Package• Physical Analysis• Patent• Outline
o Comparison
Manufacturing Process Flow
Cost Analysis
Cost Analysis Comparison
Selling Price Analysis
Related Reports
About System Plus
Cross Section- Capacitors
©2019 System Plus Consulting | LPDDR4 Memory Comparison 2019 11
Overview / Introduction
Company Profile
Technology and market
Physical Analysis o Physical Methodologyo Samsung
• Synthesis• Package• Physical Analysis• Patent• Outline
o Micron• Synthesis• Package• Physical Analysis• Patent• Outline
o SK Hynix • Synthesis• Package• Physical Analysis• Patent• Outline
o Comparison
Manufacturing Process Flow
Cost Analysis
Cost Analysis Comparison
Selling Price Analysis
Related Reports
About System Plus
Samsung Patent- Contacts
©2019 System Plus Consulting | LPDDR4 Memory Comparison 2019 12
Overview / Introduction
Company Profile
Technology and market
Physical Analysis o Physical Methodologyo Samsung
• Synthesis• Package• Physical Analysis• Patent• Outline
o Micron• Synthesis• Package• Physical Analysis• Patent• Outline
o SK Hynix • Synthesis• Package• Physical Analysis• Patent• Outline
o Comparison
Manufacturing Process Flow
Cost Analysis
Cost Analysis Comparison
Selling Price Analysis
Related Reports
About System Plus
Micron Memory- Cross Section 1
©2019 System Plus Consulting | LPDDR4 Memory Comparison 2019 13
Overview / Introduction
Company Profile
Technology and market
Physical Analysis o Physical Methodologyo Samsung
• Synthesis• Package• Physical Analysis• Patent• Outline
o Micron• Synthesis• Package• Physical Analysis• Patent• Outline
o SK Hynix • Synthesis• Package• Physical Analysis• Patent• Outline
o Comparison
Manufacturing Process Flow
Cost Analysis
Cost Analysis Comparison
Selling Price Analysis
Related Reports
About System Plus
Micron DRAM Memory- Cross Section
©2019 System Plus Consulting | LPDDR4 Memory Comparison 2019 14
Overview / Introduction
Company Profile
Technology and market
Physical Analysis o Physical Methodologyo Samsung
• Synthesis• Package• Physical Analysis• Patent• Outline
o Micron• Synthesis• Package• Physical Analysis• Patent• Outline
o SK Hynix • Synthesis• Package• Physical Analysis• Patent• Outline
o Comparison
Manufacturing Process Flow
Cost Analysis
Cost Analysis Comparison
Selling Price Analysis
Related Reports
About System Plus
Micron Memory- Capacitor Structure
©2019 System Plus Consulting | LPDDR4 Memory Comparison 2019 15
Overview / Introduction
Company Profile
Technology and market
Physical Analysis o Physical Methodologyo Samsung
• Synthesis• Package• Physical Analysis• Patent• Outline
o Micron• Synthesis• Package• Physical Analysis• Patent• Outline
o SK Hynix • Synthesis• Package• Physical Analysis• Patent• Outline
o Comparison
Manufacturing Process Flow
Cost Analysis
Cost Analysis Comparison
Selling Price Analysis
Related Reports
About System Plus
Micron Memory- CMOS Transistors
©2019 System Plus Consulting | LPDDR4 Memory Comparison 2019 16
Overview / Introduction
Company Profile
Technology and market
Physical Analysis o Physical Methodologyo Samsung
• Synthesis• Package• Physical Analysis• Patent• Outline
o Micron• Synthesis• Package• Physical Analysis• Patent• Outline
o SK Hynix • Synthesis• Package• Physical Analysis• Patent• Outline
o Comparison
Manufacturing Process Flow
Cost Analysis
Cost Analysis Comparison
Selling Price Analysis
Related Reports
About System Plus
SK Hynix Memory- Metal Layers
©2019 System Plus Consulting | LPDDR4 Memory Comparison 2019 17
Overview / Introduction
Company Profile
Technology and market
Physical Analysis o Physical Methodologyo Samsung
• Synthesis• Package• Physical Analysis• Patent• Outline
o Micron• Synthesis• Package• Physical Analysis• Patent• Outline
o SK Hynix • Synthesis• Package• Physical Analysis• Patent• Outline
o Comparison
Manufacturing Process Flow
Cost Analysis
Cost Analysis Comparison
Selling Price Analysis
Related Reports
About System Plus
SK Hynix Memory- Patent
©2019 System Plus Consulting | LPDDR4 Memory Comparison 2019 18
Overview / Introduction
Company Profile
Technology and market
Physical Analysis o Physical Methodologyo Samsung
• Synthesis• Package• Physical Analysis• Patent• Outline
o Micron• Synthesis• Package• Physical Analysis• Patent• Outline
o SK Hynix • Synthesis• Package• Physical Analysis• Patent• Outline
o Comparison
Manufacturing Process Flow
Cost Analysis
Cost Analysis Comparison
Selling Price Analysis
Related Reports
About System Plus
Package Comparison
©2019 System Plus Consulting | LPDDR4 Memory Comparison 2019 19
Overview / Introduction
Company Profile
Technology and market
Physical Analysis
Manufacturing Process Flowo Samsung Overview
Front-End Processo SK Hynix Overview
Front End processo Micron Overview
Front End Processo Comparison
Cost Analysis
Cost Analysis Comparison
Selling Price Analysis
Related Reports
About System Plus
StairCase Basic Technic
Drawing not to Scale
©2019 System Plus Consulting | LPDDR4 Memory Comparison 2019 20
Overview / Introduction
Company Profile
Technology and market
Physical Analysis
Manufacturing Process Flowo Samsung Overview
Front-End Processo SK Hynix Overview
Front End processo Micron Overview
Front End Processo Comparison
Cost Analysis
Cost Analysis Comparison
Selling Price Analysis
Related Reports
About System Plus
Process flow Comparison
©2019 System Plus Consulting | LPDDR4 Memory Comparison 2019 21
Overview / Introduction
Company Profile
Technology and market
Physical Analysis
Manufacturing Process Flow
Cost Analysiso Synthesiso Toshiba/SanDisk
Supply Chain/Yield Wafer & Die Cost Package Cost Back-End Cost Component Cost
o Samsung Supply Chain/Yield Wafer & Die Cost Package Cost Back-End Cost Component Cost
o SK Hynix Supply Chain/Yield Wafer & Die Cost Package Cost Back-End Cost Component Cost
o Micron/Intel Supply Chain/Yield Wafer & Die Cost Package Cost Back-End Cost Component Cost
o Comparison
Cost Analysis Comparison
Selling Price Analysis
Related ReportsAbout System Plus
SK Hynix Memory – CMOS and Metal Layers Front End Cost
©2019 System Plus Consulting | LPDDR4 Memory Comparison 2019 22
Overview / Introduction
Company Profile
Technology and market
Physical Analysis
Manufacturing Process Flow
Cost Analysiso Synthesiso Toshiba/SanDisk
Supply Chain/Yield Wafer & Die Cost Package Cost Back-End Cost Component Cost
o Samsung Supply Chain/Yield Wafer & Die Cost Package Cost Back-End Cost Component Cost
o SK Hynix Supply Chain/Yield Wafer & Die Cost Package Cost Back-End Cost Component Cost
o Micron/Intel Supply Chain/Yield Wafer & Die Cost Package Cost Back-End Cost Component Cost
o Comparison
Cost Analysis Comparison
Selling Price Analysis
Related ReportsAbout System Plus
SK Hynix Memory Front-End Cost
©2019 System Plus Consulting | LPDDR4 Memory Comparison 2019 23
Overview / Introduction
Company Profile
Technology and market
Physical Analysis
Manufacturing Process Flow
Cost Analysiso Synthesiso Toshiba/SanDisk
Supply Chain/Yield Wafer & Die Cost Package Cost Back-End Cost Component Cost
o Samsung Supply Chain/Yield Wafer & Die Cost Package Cost Back-End Cost Component Cost
o SK Hynix Supply Chain/Yield Wafer & Die Cost Package Cost Back-End Cost Component Cost
o Micron/Intel Supply Chain/Yield Wafer & Die Cost Package Cost Back-End Cost Component Cost
o Comparison
Cost Analysis Comparison
Selling Price Analysis
Related ReportsAbout System Plus
Memory Wafer & Die Cost
©2019 System Plus Consulting | LPDDR4 Memory Comparison 2019 24
Overview / Introduction
Company Profile
Technology and market
Physical Analysis
Manufacturing Process Flow
Cost Analysiso Synthesiso Toshiba/SanDisk
Supply Chain/Yield Wafer & Die Cost Package Cost Back-End Cost Component Cost
o Samsung Supply Chain/Yield Wafer & Die Cost Package Cost Back-End Cost Component Cost
o SK Hynix Supply Chain/Yield Wafer & Die Cost Package Cost Back-End Cost Component Cost
o Micron/Intel Supply Chain/Yield Wafer & Die Cost Package Cost Back-End Cost Component Cost
o Comparison
Cost Analysis Comparison
Selling Price Analysis
Related ReportsAbout System Plus
Component Cost – SK Hynix
©2019 System Plus Consulting | LPDDR4 Memory Comparison 2019 25
Overview / Introduction
Company Profile
Technology and market
Physical Analysis
Manufacturing Process Flow
Cost Analysis
Cost Analysis Comparisono Wafer Cost o Die Costo CMOS o DRAM Memory Cellso Top metallizationo DRAM- Cost/Gb
Selling Price Analysis
Related Reports
About System Plus
CMOS Cost Comparison
©2019 System Plus Consulting | LPDDR4 Memory Comparison 2019 26
Overview / Introduction
Company Profile
Technology and market
Physical Analysis
Manufacturing Process Flow
Cost Analysis
Cost Analysis Comparisono Wafer Cost o Die Costo CMOS o DRAM Memory Cellso Top metallizationo DRAM- Cost/Gb
Selling Price Analysis
Related Reports
About System Plus
Cost per Gb Cost Comparison
©2019 System Plus Consulting | LPDDR4 Memory Comparison 2019 27
Overview / Introduction
Company Profile
Technology and market
Physical Analysis
Manufacturing Process Flow
Cost Analysis
Cost Analysis Comparison
Selling Price Analysis
Related Reports
About System Plus
Related Reports
MARKET AND TECHNOLOGY REPORTS - YOLE DÉVELOPPEMENT
MEMORY• DRAM & NAND Service – Memory Research• Status of the Memory Industry 2019
REVERSE COSTING ANALYSES - SYSTEM PLUS CONSULTING
IC • Toshiba-SanDisk 3D DRAM Flash• Samsung 3D V-NAND 92 layers Memory• Leading-edge 3D NAND Memories Comparison 2018
©2019 System Plus Consulting | LPDDR4 Memory Comparison 2019 28
COMPANYSERVICES
©2019 System Plus Consulting | LPDDR4 Memory Comparison 2019 29
Overview / Introduction
Company Profile
Technology and market
Physical Analysis
Manufacturing Process Flow
Cost Analysis
Cost Analysis Comparison
Selling Price Analysis
Related Reports
About System Pluso Company serviceso Contact
Business Models Fields of Expertise
Custom Analyses(>130 analyses per year)
Reports(>60 reports per year)
Costing Tools
Trainings
©2019 System Plus Consulting | LPDDR4 Memory Comparison 2019 30
Overview / Introduction
Company Profile
Technology and market
Physical Analysis
Manufacturing Process Flow
Cost Analysis
Cost Analysis Comparison
Selling Price Analysis
Related Reports
About System Pluso Company serviceso Contact
Contact
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LPDDR4 MEMORY COMPARISON 2019
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