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BiTS 2015 March 15-18, 2015 Burn-in & Test Strategies Workshop www.bitsworkshop.org Proceedings Archive Session 7 March 15 - 18, 2015 Hilton Phoenix / Mesa Hotel Mesa, Arizona © 2015 BiTS Workshop Image: BCFC/iStock

Transcript of March 15 - 18, 2015 Hilton Phoenix / Mesa Hotel Mesa ... › premium › wp-content › ... · BiTS...

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BiTS 2015

March 15-18, 2015Burn-in & Test Strategies Workshop www.bitsworkshop.org

Proceedings

Archive – Session 7

March 15 - 18, 2015

Hilton Phoenix / Mesa Hotel

Mesa, Arizona

© 2015 BiTS Workshop – Image: BCFC/iStock

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BiTS 2015

March 15-18, 2015Burn-in & Test Strategies Workshop www.bitsworkshop.org

ProceedingsBiTS Workshop 2015 Schedule

Session

Session Chair

Solutions DayWednesday March 18 8:00 am

All That Glitters Is Or Is Not Gold

"One piece spring probes in one piece house socket (The best cost socket solution)"

AJ Park & JD Cho - IWIN Co. Ltd.

"MEMS rubber contact for TEST socket"Justin Yun & BoHyun Kim - TSE Co., Ltd.

Do You Believe In Leprechauns?"Marketplace Report"

Ira Feldman - Feldman Engineering Corp.

"A Testing Time for Test Socket Suppliers"John West - VLSI Research

7Valts Treibergs

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BiTS 2015

March 15-18, 2015Burn-in & Test Strategies Workshop www.bitsworkshop.org

Proceedings

Copyright Notice

The presentation(s)/paper(s) in this publication comprise the Proceedings of the 2015 BiTS Workshop. The content reflects the opinion of the authors and their respective companies. They are reproduced here as they were presented at the 2015 BiTS Workshop. This version of the papers may differ from the version that was distributed in hardcopy & softcopy form at the 2015 BiTS Workshop. The inclusion of the presentations/papers in this publication does not constitute an endorsement by BiTS Workshop or the workshop’s sponsors.

There is NO copyright protection claimed on the presentation content by BiTS Workshop. However, each presentation is the work of the authors and their respective companies: as such, it is strongly encouraged that any use reflect proper acknowledgement to the appropriate source. Any questions regarding the use of any materials presented should be directed to the author(s) or their companies.

The BiTS logo and ‘Burn-in & Test Strategies Workshop’ are trademarks of BiTS Workshop. All rights reserved.

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Leprechauns? - MarketplaceBiTS 2015Session 7 Presentation 3

March 15-18, 2015Burn-in & Test Strategies Workshop www.bitsworkshop.org

Marketplace Report

Ira Feldman

Feldman Engineering Corp.

2015 BiTS Workshop

March 15 - 18, 2015Conference Ready

mm/dd/2014

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Leprechauns? - MarketplaceBiTS 2015Session 7 Presentation 3

March 15-18, 2015Burn-in & Test Strategies Workshop www.bitsworkshop.org

Acknowledgements

• Data from various sources with attribution

• Test Socket and Contactor Data Provided

by Fleck Research– “Analysis of Test Sockets and Contacts and ATE

Market”, 2014 report, R-2007/14

• Market data is as of 2013

– 5th Annual Presentation at BiTS

– Highlights only – more is available in the report

• Fred Taber – Taber Consulting

• Deb Ahlgren – Feldman Engineering

Socket Marketplace Report 2

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Leprechauns? - MarketplaceBiTS 2015Session 7 Presentation 3

March 15-18, 2015Burn-in & Test Strategies Workshop www.bitsworkshop.org

Logic

91.6

Memory

79.2Micro-ICs

62.1

Other

102.9

Semiconductor Sales 2014(US$ B) by Product Type

Socket Marketplace Report 3

Source: SIA, Feb. & Mar. 2015

+6.6%

+18.2%+5.8%

+9.5%

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Leprechauns? - MarketplaceBiTS 2015Session 7 Presentation 3

March 15-18, 2015Burn-in & Test Strategies Workshop www.bitsworkshop.org

Socket Marketplace Report 4

Automotive Semiconductors

Source: HIS, 1/15

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Leprechauns? - MarketplaceBiTS 2015Session 7 Presentation 3

March 15-18, 2015Burn-in & Test Strategies Workshop www.bitsworkshop.org

The Electronics Ecosystem

Socket Marketplace Report 5

Electronic End Equipment

Semiconductors

Materials

2014E 2015F

$1.49T $1.58T

$325B $336B

$38B $43B

$45B $47B

Semiconductor

Equipment

Source: SIA, SEMI, IC INSIGHTS, 9/14

6%

3%

11%

4%

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Leprechauns? - MarketplaceBiTS 2015Session 7 Presentation 3

March 15-18, 2015Burn-in & Test Strategies Workshop www.bitsworkshop.org

CapEx ConcentrationSamsung, TSMC, Intel, GlobalFoundries

Source: Gartner, 9/14 and Company Data

Mill

ion (

$)

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Leprechauns? - MarketplaceBiTS 2015Session 7 Presentation 3

March 15-18, 2015Burn-in & Test Strategies Workshop www.bitsworkshop.org

The Way Forward

In 2015:

• Semiconductor sales will post a 5.4% increase

• Semiconductor capital spending will increase by 0.8% – Semi CapEx to grow 5.6%

• Shipments of PCs, tablets, ultramobiles and mobile

phones for 2015 are estimated to reach 2.5 billion units,

an increase of 3.9 percent over 2014

• There will be 4.9 billion “connected things”

By 2020:

• 250M connected vehicles will be on the roads

• M2M “things” will reach 25 billion

Socket Marketplace Report 7

Source: Gartner: Jan, Feb. & Mar. 2015

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Leprechauns? - MarketplaceBiTS 2015Session 7 Presentation 3

March 15-18, 2015Burn-in & Test Strategies Workshop www.bitsworkshop.org

The Way Forward

In 2015:

• Semiconductor sales will post a 5.4% increase

• Semiconductor capital spending will increase by 0.8%

• Shipments of PCs, tablets, ultramobiles and mobile

phones for 2015 are estimated to reach 2.5 billion units,

an increase of 3.9 percent over 2014

• There will be 4.9 billion (with a “b”) “connected things”

By 2020:

• 250M connected vehicles will be on the roads

• M2M “things” will reach 25 billion

Socket Marketplace Report 8

Source: Gartner: Jan, Feb. & Mar. 2015

Image Credit: Logicbay.com

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Leprechauns? - MarketplaceBiTS 2015Session 7 Presentation 3

March 15-18, 2015Burn-in & Test Strategies Workshop www.bitsworkshop.org

Fleck’s Definitions

Production Sockets

• Enable the chip to be inserted and removed from the

motherboard.

Burn-In Sockets

• Facilitate the exercising of the chip at higher than normal

voltage and temperature; Burn-in sockets do not utilize

spring probes. The contacts are stamped and formed.

Test Sockets & Contactors

• The interface between a device under test (DUT) and a

test system. Typically rests on a load board that can be

interchanged with similar boards

Socket Marketplace Report 9

Source: “Analysis of Test Sockets and Contacts and ATE Market”, 2014

Fleck Research, Global Connector Research Group, Inc., R-2007/14

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Leprechauns? - MarketplaceBiTS 2015Session 7 Presentation 3

March 15-18, 2015Burn-in & Test Strategies Workshop www.bitsworkshop.org

Global Socket Revenue by Type

Socket Marketplace Report 10

0

500

1,000

1,500

2,000

2,500

3,000

3,500

Production Burn-in Test

So

cket

Rev

enu

e (U

S$

M)

2008 2009 2010 2011 2012 2013

Source: Fleck Research, 2014

Socket & Contactor

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Leprechauns? - MarketplaceBiTS 2015Session 7 Presentation 3

March 15-18, 2015Burn-in & Test Strategies Workshop www.bitsworkshop.org

Test Socket & Contactor Revenue (US$ M) by Geography

Socket Marketplace Report 11

North

America

141

Europe

113

Japan

211

China

151

Pac Rim

82

ROW,

24

Source: Fleck Research, 2014

Totals will not sum due to double-counting

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Leprechauns? - MarketplaceBiTS 2015Session 7 Presentation 3

March 15-18, 2015Burn-in & Test Strategies Workshop www.bitsworkshop.org

0

100

200

300

400

500

600

700

800

2007 2008 2009 2010 2011 2012 2013

Test

Sock

et

& C

on

tacto

r R

ev

en

ue (

US

$M

)

Supplier Concentration Increasing

Socket Marketplace Report 12

Top 10Others

$758 $642 $568 $652 $635 $623 $642

Source: Fleck Research, 2014

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Leprechauns? - MarketplaceBiTS 2015Session 7 Presentation 3

March 15-18, 2015Burn-in & Test Strategies Workshop www.bitsworkshop.org

Burn-In Contactor Revenue (US$ M) by Geography

Socket Marketplace Report 13

Source: Fleck Research, 2014

Totals will not sum due to double-counting

North

America

$113

Europe

$97

Japan

$136

China

$80

PacRim

$30

ROW $14

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Leprechauns? - MarketplaceBiTS 2015Session 7 Presentation 3

March 15-18, 2015Burn-in & Test Strategies Workshop www.bitsworkshop.org

Conclusions

• Reasonable growth forecasted to 2018

• Test Socket & Contactor market evolving

– “Roll ups” creating greater concentration

– Previously dominant companies challenged

– Technical challenges, especially for high speed,

increasing rapidly

• Burn-in Contactor

– One dominant contactor company

Socket Marketplace Report 14