REVERSE COSTING® STRUCTURAL, PROCESS & COST REPORT · Behind the screen, latest Apple’s...

©2018 by System Plus Consulting | Apple vs. Samsung: ALS & Proximity Sensor Comparison 2018 1

22 bd Benoni Goullin44200 NANTES - FRANCE +33 2 40 18 09 16 [email protected] www.systemplus.fr

REVERSE COSTING® – STRUCTURAL, PROCESS & COST REPORT

Galaxy S9

Galaxy S8

Galaxy S7

iPhone X

iPhone 8

iPhone 7

ALS & Proximity Sensor ComparisonApple (iPhone 7, 8, X) vs. Samsung (Galaxy S7, S8, S9) Imaging report by Audrey LAHRACHAugust 2018 – version 1

VS

http://www.systemplus.fr/



Table of Contents

Overview / Introduction 5

o Executive Summary

o Devices Analyzed

o Reverse Costing Methodology

o Glossary

Company Profile 9

o ams AG

o STMicroelectronics

Structure, Process & Cost Review 11

o Samsung

Galaxy S7

• Color Sensor and Proximity Sensor

Galaxy S8


Galaxy S9


Samsung Sensor Module Evolution

o Apple

iPhone 7

• Ambient Light Sensor

• Proximity Sensor

iPhone 8

• Color Sensor

• Proximity Sensor

iPhone X

• Multi-Spectral Sensor

• Proximity Sensor and Flood Illuminator

Apple Ambient Light Sensor Evolution

Apple Proximity Sensor Evolution

o Comparison Apple vs Samsung

o Feedbacks

o System Plus Consulting Services




Overview / Introductiono Executive Summaryo Devices Analyzedo Reverse Costing

Methodologyo Glossary

Company Profile & Supply Chain

Physical & Cost Analysis

Samsung vs Apple

Feedbacks

About System Plus

Executive Summary

This full reverse costing study has been conducted to provide insight on technology data, manufacturing cost and selling priceof the last three smartphone of Samsung and Apple.

Behind the screen, latest Apple’s smartphone has a better color management of the display than Samsung’s thanks to the Ambient Light Sensor (ALS). ams AG and STMicroelectronics are the leading suppliers of ALS and proximity sensors for consumers. Both are implicated in the supply chains of Samsung’s and Apple’s latest flagships.

System Plus Consulting has conducted a comparative review of the ALS and Proximity Sensor in the latest three flagships smartphones from Samsung and Apple. We analyze and compare the Samsung Galaxy S7, Galaxy S8 and Galaxy S9 and the Apple iPhone 7, iPhone 8 and iPhone X. We provide insights into the structure, technical choices, design, processes, supply chain positions and costs.

Of the two OEMs, Samsung has chosen to combine the two sensors in a single component, whereas Apple made the choice to keep them separate. Over the years, Samsung has improved the performance without changing its packaging footprint. Apple has kept the same supplier, STMicroelectronics, for its proximity sensor. However it has added features to each new generation, as in the latest the iPhone X, where the proximity sensor is combined with a flood illuminator. In this new iPhone the ambient light sensor is still supplied by ams, but has a multi-spectral feature.

This report includes an analysis of the packaging and the sensor die along with a cost analysis calculation for all the devices.Finally, we compare device evolution by OEM and a cross-comparison to highlight their choices.








Samsung vs Apple

Feedbacks

About System Plus

Devices Analyzed – ALS & Proximity Sensor

iPhone X

Q4 2017

Proximity Sensor & Flood Illuminator

Multi-spectral Sensor

Color Sensor

iPhone 8

Q3 2017

iPhone 7

Q3 2016

Proximity Sensor

Ambient Light Sensor

Proximity Sensor

Galaxy S9

Q1 2018

Galaxy S8

Q2 2017

Galaxy S7

Q1 2016Color & Proximity Sensor

Color & Proximity Sensor

Color & Proximity Sensor








Samsung vs Apple

Feedbacks

About System Plus

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

Reverse Costing Methodology




Overview / Introduction



Samsung

o Galaxy S7o ALS & Proximity

Sensoro Galaxy S8

o ALS & Proximity Sensor


Sensoro Samsung Evolution

Apple

Samsung vs Apple

Feedbacks

About System Plus

Samsung Galaxy S7 Teardown

Samsung Galaxy S7 Overview – Front & Back View©2018 by System Plus Consulting

Samsung Galaxy S7 Overview – Front & Back View©2018 by System Plus Consulting







Samsung


Sensoro Galaxy S8




Apple

Samsung vs Apple

Feedbacks

About System Plus

Samsung Galaxy S7 Teardown

Galaxy S7 Opening Overview©2018 by System Plus Consulting

Galaxy S7 Opening Overview©2018 by System Plus Consulting

Color Sensor & Proximity Sensor with the flex substrate©2018 by System Plus Consulting







Samsung


Sensoro Galaxy S8




Apple

Samsung vs Apple

Feedbacks

About System Plus

Module Overview

Color Sensor & Proximity Sensor with the flex substrate©2018 by System Plus Consulting







Samsung


Sensoro Galaxy S8




Apple

Samsung vs Apple

Feedbacks

About System Plus

Package Views & Dimensions

Package Front View©2018 by System Plus Consulting

xxxxmm

• Package: LGA 8-pin

• Dimensions: xxx x xxx mm

• Pin Pitch: xxxmm

• Marking:

ABH

TB

xxxx

mm

Package Back View©2018 by System Plus Consulting







Samsung


Sensoro Galaxy S8




Apple

Samsung vs Apple

Feedbacks

About System Plus

Package Opening

Package Opening Overview©2018 by System Plus Consulting







Samsung


Sensoro Galaxy S8




Apple

Samsung vs Apple

Feedbacks

About System Plus

Package Opening & Disassembly Overview©2018 by System Plus Consulting

Package Cross-Section

Package Top View - Cross-Section Plan

• Package total thickness: xxx mm

o LGA PCB thickness: xxx mm

o Color Sensor Die (with adhesive): xxx mm

o Infrared LED (with adhesive): xxx mm







Samsung


Sensoro Galaxy S8




Apple

Samsung vs Apple

Feedbacks

About System Plus

Color Sensor & Proximity Sensor - Die Evolution

Smartphone Sensor Die Marking Sensor Die Dimensions Sensor Die AreaVisible

Sensor AreaInfrared

Sensor AreaProcess Description

Galaxy S6 xxx xxx xxx xxx xxx xxx

Galaxy S7 xx xxx xxx xxx xxx xxx



Color SensorDie Marking

Color SensorDie Overview







Samsung


Sensoro Galaxy S8




Apple

Samsung vs Apple

Feedbacks

About System Plus

Component Cost Comparison







Samsung vs Apple

Feedbacks

About System Pluso Company serviceso Related reportso Contacto Legal

REVERSE COSTING ANALYSES - SYSTEM PLUS CONSULTING

Related Reports

MARKET AND TECHNOLOGY REPORTS - YOLE DÉVELOPPEMENT

ADVANCED PACKAGING• VCSELs - Technology, Industry and Market Trends• Camera Module Industry Market and Technology Trends 2017

REVERSE COSTING ANALYSES - SYSTEM PLUS CONSULTING

PACKAGING• ams Multi-Spectral Sensing AS7263• ams’s Color Sensor in the Apple iPhone 8• ams’ Multi-Spectral Sensor in the Apple iPhone X



https://www.i-micronews.com/category-listing/product/vcsels-technology-industry-and-market-trends.html

https://www.i-micronews.com/category-listing/product/camera-module-industry-market-and-technology-trends-2017.html

http://www.systemplus.fr/reverse-costing-reports/ams-spectral-sensor-portfolio-the-as726x-series/

http://www.systemplus.fr/reverse-costing-reports/amss-color-sensor-in-the-apple-iphone-8/

http://www.systemplus.fr/reverse-costing-reports/ams-multi-spectral-sensor-in-the-apple-iphone-x/












SystemPlusConsultingSERVI CES





Samsung vs Apple

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Business Models Fields of Expertise

Custom Analyses(>130 analyses per year)

Reports(>40 reports per year)

Costing Tools

Trainings







Samsung vs Apple

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Contact

Headquarters22 bd Benoni Goullin44200 NantesFRANCE+33 2 40 18 09 [email protected]

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America Sales OfficeSteve LAFERRIEREPhoenix, AZWESTERN UST : +1 310 600 [email protected]

Troy BlanchetteEASTERN UST : +1 704 859 [email protected]

www.systemplus.fr

Asia Sales OfficeTakashi ONOZAWATokyoJAPANT : +81 804 371 [email protected]

Mavis WANGTAIWANT :+886 979 336 [email protected]

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REVERSE COSTING® STRUCTURAL, PROCESS & COST REPORT · Behind the screen, latest Apple’s...

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