iPhone 5S MEMS Microphones Knowles & AAC Technologies teardown reverse costing report by published...
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Transcript of iPhone 5S MEMS Microphones Knowles & AAC Technologies teardown reverse costing report by published...
iPhone 5 MEMS Microphones© 2013 by SYSTEM PLUS CONSULTING, all rights reserved. 1
iPhone 5 MEMS Microphones© 2013 by SYSTEM PLUS CONSULTING, all rights reserved. 2
Glossary1. Overview / Introduction 4
– Executive Summary
– Reverse Costing Methodology
2. Company Profile 7– Knowles Electronics
3. iPhone 5S Teardown 10
4. Physical Analysis 15– Synthesis of the Physical Analysis
– Physical Analysis Methodology
– Package 18
– Package Views & Dimensions
– Package Opening
– Package Cross-Section
– ASIC Die 32
– View & Dimensions
– Marking
– Process
– Cross-Section
– Process Characteristics
– MEMS Die 43
– View & Dimensions
– Marking
– Dicing
– Bond Pads
– Diaphragm & Backplate
– Cross-Sections
5. Manufacturing Process Flow 91– Global Overview
– ASIC Front-End Process
– ASIC Wafer Fabrication Unit
– MEMS Process Flow
– MEMS Wafer Fabrication Unit
– Packaging Process Flow
– Package Assembly Unit
6. Cost Analysis 105– Synthesis of the cost analysis
– Main steps of economic analysis
– Yields Hypotheses
– ASIC Front-End Cost
– ASIC Back-End 0 : Probe Test & Dicing
– ASIC Wafer Cost
– ASIC Die Cost
– MEMS Front-End Cost
– MEMS Back-End 0 : Probe Test & Dicing
– MEMS Front-End Cost per process steps
– MEMS Front-End: Equipment Cost per Family
– MEMS Front-End: Material Cost per Family
– MEMS Wafer Cost
– MEMS Die Cost
– Back-End : Packaging Cost
– Back-End : Packaging Cost per Process Steps
– Back-End : Final Test Cost
– Microphone Component Cost & Price
Contact 127
iPhone 5 MEMS Microphones© 2013 by SYSTEM PLUS CONSULTING, all rights reserved. 3
iPhone 5 MEMS Microphones© 2013 by SYSTEM PLUS CONSULTING, all rights reserved. 4
The reverse costing analysis is conducted in 3 phases:
Teardown analysis
• Package is analyzed and measured• The dies are extracted in order to get overall data: dimensions, main blocks, pad number and pin out, die marking• Setup of the manufacturing process.
Costing analysis
• Setup of the manufacturing environment• Cost simulation of the process steps
Selling price analysis
• Supply chain analysis• Analysis of the selling price
iPhone 5 MEMS Microphones© 2013 by SYSTEM PLUS CONSULTING, all rights reserved. 5
iPhone 5 MEMS Microphones© 2013 by SYSTEM PLUS CONSULTING, all rights reserved. 6
iPhone 5 MEMS Microphones© 2013 by SYSTEM PLUS CONSULTING, all rights reserved. 7
iPhone 5 MEMS Microphones© 2013 by SYSTEM PLUS CONSULTING, all rights reserved. 8
iPhone 5 MEMS Microphones© 2013 by SYSTEM PLUS CONSULTING, all rights reserved. 9
iPhone 5 MEMS Microphones© 2013 by SYSTEM PLUS CONSULTING, all rights reserved. 10
iPhone 5 MEMS Microphones© 2013 by SYSTEM PLUS CONSULTING, all rights reserved. 11
iPhone 5 MEMS Microphones© 2013 by SYSTEM PLUS CONSULTING, all rights reserved. 12
Reverse costing analysis represents the best cost/price evaluation given the publically available data, and estimates completed by industry experts.
Given the hypothesis presented in this analysis, the major sources of correction would lead to a +/- 10% correction on the manufacturing cost (if all parameters are cumulated)
These results are open for discussion. We can reevaluate this circuit with your information. Please contact us:USA Office• Michael McLaughlin, Business Development Manager, Phone: (650) 931 2552 - Cell: (408) 839 7178 - Email: [email protected]
• Jeff Edwards, Sales Associate, Yole Inc., Cell: (972) 333 0986- Email: [email protected]
Japan Office• For custom research: Yutaka Katano, General Manager, Yole Japan & President, Yole K.K.Phone: (81) 362 693 457 - Cell : (81) 80 3440 6466 - Fax: (81) 362 693 448 - Email: [email protected]• For reports business: Takashi Onozawa, Sales Asia & General Manager, Yole K.K.
Email: [email protected]
European Office• Yves Devigne, Europe Business Development Manager, Cell : +33 6 75 80 08 25 - Email : [email protected]
• Yole Développement Headquarter, France: David Jourdan, Sales Coordination & Customer Service, Tel: +33 472 83 01 90, Email: [email protected]
Korea Office • Hailey Yang, Business Development Manager, Phone : (82) 2 2010 883 - Cell: (82) 10 4097 5810
- Fax: (82) 2 2010 8899 – Email: [email protected]