ZF S-Cam4 Mono and Tri Camera - System Plus · 2019. 5. 28. · These cameras feature the...

©2019 by System Plus Consulting | ZF S-Cam4 Mono Camera 1

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

Automotive Camera for Advanced Driver Assistance Systems

System report by Wilfried THERONMay 2019 – Version 1

ZF S-Cam4 Mono and Tri Camera

REVERSE COSTING® – STRUCTURAL, PROCESS & COST REPORT


Table of Contents

Overview / Methodology 4

o Executive Summary

o Block diagram

o Reverse Costing Methodology

Company Profile 9

o ZF Friedrichshafen AG

Teardown Analysis 11

o Global Views of the Camera

o Views and Dimensions of the Camera

o Camera Opening

o Electronic Board

Top Side – Global view

Top Side – High definition photo

Top Side – PCB markings

Top Side – Main components markings

Top Side – Main components identification

Bottom Side – High definition photo

Bottom Side – Components identification

o Camera Module Analysis

o CMOS Image Sensor Analysis

Cost Analysis 40

o Accessing the BOM

PCB Cost

Optical Module Cost

CMOS Image Sensor Cost

BOM Cost - Electronic Board

BOM Cost - Housing

Material Cost Breakdowns

o Accessing the Added Value (AV) cost

Electronic Board and System Manufacturing Flow

Details of the Electronic Board and System AV Cost

Added-Value Cost Breakdowns

o Manufacturing Cost Breakdown

Manufacturer Price 71

o Financial ratios

o Estimation of the Manufacturer Price

Give us your Feedbacks!

Company services 76


Overview / Introductiono Executive Summaryo Main Featureso Block Diagramo Reverse Costing

Methodologyo Glossary

Company Profile

Physical Analysis

Cost Analysis

Manufacturer Price

About System Plus

Executive Summary

This full reverse costing study has been conducted to provide insight on technology data, manufacturing cost and selling price of the S-Cam4 Mono and TriCamera supplied by ZF Friedrichshafen AG (website).

These cameras feature the Omnivision CMOS image sensor, which demonstrates the shift in the procurement strategies of ZF and Intel Mobileye. In fact, theuse of the latest Mobileye EyeQ4 Vision Processor allows new sensors to be used and makes the S-Cam4 one of the smallest and lightest products in itscategory.

Based on a teardown of the system, this report details a complete bill of material and describes the electronics and housing assembling. Moreover, a specificreport describes the camera’s manufacturing and packaging processes. It presents also a detailed physical analysis of the CMOS image sensor, with a cross-section of the complete camera modules.

These reports also include a comparison with the previous version in the S-Cam series, the S-Cam 3. It estimates the manufacturing cost and selling price forboth the mono and tri-camera.

The teardown and the cost analysis of the System On Chip (SOC) is available in the related report “Mobileye EyeQ4 Family”.

https://www.zf.com/mobile/en/homepage/homepage.html


Overview / Introductiono Executive Summaryo Main Featureso Block Diagramo Reverse Costing

Methodologyo Glossary

Company Profile

Physical Analysis

Cost Analysis

Manufacturer Price

About System Plus

The reverse costing analysis is conducted in several phases:

Reverse Costing Methodology

• The initialization of the analysis

Pictures of the elements to be studied.

Identification of the components.

• Description of the material in the “SYScost+” software

Creation of an “estimation project” of the studied board with SYScost+ software.

Construction of the Bill of Material (BOM).

• Assessing the material

Searching for the price of each reference among distributors and manufacturers.

Assessing the cost of the PCB and of the unaccounted references (unknown by distributors)

The BOM is valued with SYScost+ : price simulation according to the requested quantities.

• Assessing the assembling and test phases

Assembly and test lines are modeled with the SYScost+ software.

The assembly and tests costs are estimated.

• Production cost & selling price

Estimation of the production cost & selling price.

• Report

A report is edited.

SYS.cost+©, is a software tool developed by SYSTEM PLUS CONSULTING to calculate the cost of electronic boards. More information on the software can be found at www.systemplus.fr.

https://www.systemplus.fr/costing-tools/syscost_plus/

https://www.systemplus.fr/

https://www.systemplus.fr/


Overview / Introduction

Company Profile

Physical Analysis o Views & Dimensionso System Openingo Electronic Boardo Camera & CIS Module

Cost Analysis

Manufacturer Price

About System Plus

Views and Dimensions

Views of the Camera.

Xx m

m

Xx mm

Xx mm



Company Profile


Cost Analysis

Manufacturer Price

About System Plus

Camera Opening

System opening

Camera Image Sensor (CIS)

Lens Module

Screw TorxM2x6mm (x2)

Electronic Board(Top side)



Company Profile


Cost Analysis

Manufacturer Price

About System Plus

Electronic Board – Top Side – Main Components Markings



Company Profile

Physical Analysis

Cost Analysiso Accessing the BOMo PCBs Costo Optical Module & CMOS

Costo BOM Cost – Electronicso Housing Parts Estimationo BOM Cost - Housingo Material Cost Breakdowno Added-Value Costo Manufacturing Cost

Manufacturer Price

About System Plus

BOM Cost – Electronic Board (1/3)



Company Profile

Physical Analysis



Manufacturer Price

About System Plus

Details of System Added Value (AV) Cost

The assembly steps of the system are assumed to be done in xxx.

For each operation, we have considered the time of realization and quantified the manufacturing cost depending on the country where thesystem is manufactured.

For the complete system, the total manufacturing time is xxx seconds, which is the necessary time for assembling and testing thesystem. The assembly and test cost is of $xxx.



Company Profile

Physical Analysis



Manufacturer Price

About System Plus

Manufacturing Cost Breakdown

The Total Manufacturing Cost is estimated to $xxxx including $xxx for Material Cost (xx%) and $xxx for Added Value Cost (xx%).



Company Profile

Physical Analysis

Cost Analysis

Manufacturer Priceo Financial Ratioso Manufacturer Price

About System Plus

Estimation of the Manufacturer Price

The bill of material (BOM) cost is estimated to $xxxx for the Camera.

To this, we must add some scrap costs and component supplying costs to obtain the totalmaterial cost of $xxxx.

The assembly cost is estimated to $xxxx, so the manufacturing cost is $xxxx.

With estimated costs of R&D, G&A and Profit, the average selling price can be estimatedat $xxxx when using the estimated economic parameters of ZF.


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

Cameras in ZF S-Cam4 Mono & TriCIS and Camera Module AnalysisSP19457 - IMAGING report by Audrey LAHRACH

PHYSICAL ANALYSIS done by Guillaume CHEVALIERMay 2019 – version 1

REVERSE COSTING® – STRUCTURAL, PROCESS & COST REPORT

http://www.systemplus.fr/



Table of Contents

Overview / Introduction 4

o Executive Summary

o Reverse Costing Methodology

o Glossary

Company Profile 8

o Omnivision

Lens Modules Physical & Cost Analysis 10

o S-Cam4 Mono Camera

Cross-Section

Cost Estimation

o S-Cam4 Mono Camera

Camera #1 Cross-Section

Camera #1 Cost Estimation





Physical Analysis 30

o CMOS Image Sensor

Sensor Die View & Dimensions

Sensor Delayering & main Blocs

Sensor Die Process

Sensor Die Cross-Section

Sensor Die Process Characteristic

S-Cam3 Sensor Comparison 47

Sensor Manufacturing Process 50

o Wafer Front-End Process & Fabrication Unit

o Sensor Die Front-End Process Flow

o CIS Packaging Fabrication Unit & Process Flow

Cost Analysis 59

o Summary of the cost analysis

o Yields Explanation & Hypotheses

o Sensor die

Wafer Front-End Cost

BSI Front-End Cost

Color Filters & Microlenses FE Cost

Sensor Die Wafer Cost

o Packaged Component

Packaging Cost

Component Probe Test & Dicing

Component Cost

Estimated Selling price 74

Feedbacks 78

SystemPlus Consulting services 80



Company Profile & Supply Chain

Physical Analysis

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

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






Physical Analysis

Physical Comparison


Cost Analysis


Feedbacks

About System Plus

Camera Module Cross-Section

Package Cross-section plane #1©2019 by System Plus Consulting

Cross-section plane #1

#1






Physical Analysis

Physical Comparison


Cost Analysis


Feedbacks

About System Plus

Cost Estimation – Optical Module

The Optical Module is estimated at $xxx.






Physical Analysis

Physical Comparison


Cost Analysis


Feedbacks

About System Plus

CIS Package Views & Dimensions

Package Top View©2019 by System Plus Consulting

Package Bottom View©2019 by System Plus Consulting

Package Side View©2019 by System Plus Consulting

xxx mm

xxx

mm

xxx

mm

• Package: xxxxxx

• Dimensions: xxx x xxx x xxx mm

• Pin Pitch: xxx mm






Physical Analysis

Physical Comparison


Cost Analysis


Feedbacks

About System Plus

CIS Package Cross-Section

Package Top View©2019 by System Plus Consulting

Package Cross-Section – SEM View©2019 by System Plus Consulting






Physical Analysis

Physical Comparison


Cost Analysis


Feedbacks

About System Plus

CIS Die Views & Dimensions

• Die Area: xxxx mm²

(xxxx x xxxx mm)

xxxx mm

xxxx mm

xxx

mm

Die Overview©2019 by System Plus Consulting

• Pad number: xxxx

xxm

m

Lens Tiltled SEM View©2019 by System Plus Consulting






Physical Analysis

Physical Comparison


Cost Analysis


Feedbacks

About System Plus

CIS Die Process – xxx Memory

Die Delayering – Optical View©2019 by System Plus Consulting

xxx memory is present on the circuit.

Die Process – xxxx Memory – SEM View©2019 by System Plus Consulting






Physical Analysis

Physical Comparison


Cost Analysis


Feedbacks

About System Plus

Packaging Process Flow (1/2)






Physical Analysis

Physical Comparison


Cost Analysis


Feedbacks

About System Plus

Total Wafer Cost

The Wafer front-end cost for the CIS circuit is estimated at $xxx in2019.

The largest portion of the manufacturing cost is due to the WaferFront-End cost at xx%.

We estimate a gross margin of xxx% for the foundry supplier xxxx,which result in a Wafer price at $xxxxx in xxxx. This correspond to theselling price to Omnivision.

Cost Breakdown

Wafer Front-End Cost $409.34 55.0%

BSI Front-End Cost $268.29 36.0%

CF + Spacer + ML Front-End Cost $67.27 9.0%

Total Wafer Cost $744.90 100%

TSMC Gross Profit $762.99 50.6%

Total Wafer Price $1,507.89

2018






Physical Analysis

Physical Comparison


Cost Analysis


Feedbacks

About System Plus

Packaging Cost

The packaging cost is estimated at $xxxx in 2019.

The largest portion of the manufacturing cost is represented by the equipmentcost at xx%.

We estimate a gross margin of xx% for xxxxx, which result in a packaging price at$xxx in 2019. This corresponds to the selling price to Omnivision.






Physical Analysis

Physical Comparison


Cost Analysis


Feedbacks

About System Plus

Component Cost

By adding the probe test, the Package and the dicing cost, the CISWafer cost is estimated at $xxxx in 2019.

The number of good dies per wafer is estimated at xxx in 2019,which results in a die cost at $xxx.

The component cost is estimated at $xxxx in 2018.

o The CIS die represents xx% of the component cost.

o The package assembly represent xx% of the component cost.

o Probe Test, Dicing, Final test and yield losses represent xx % ofthe component cost.






Physical Analysis

Physical Comparison


Cost Analysis


Feedbacks

About System Plus

Estimated Manufacturer Price

We estimate that Omnivision realizes a grossmargin of xx% on the CIS, which results in afinal component price estimated at $xxx.

This corresponds to the selling price for 1Mquantity to OEMs.






Physical Analysis

Physical Comparison


Cost Analysis

Cost Comparison


Feedbacks

About System Pluso Company serviceso Related reportso Contacto Legal

REVERSE COSTING ANALYSES - SYSTEM PLUS CONSULTING

Related Reports

MARKET AND TECHNOLOGY REPORTS - YOLE DÉVELOPPEMENT

IMAGING• Status of the CMOS Image Sensor Industry 2018• Artificial Intelligence Computing for Automotive 2019• LiDAR for Automotive and Industrial Applications 2019• Radar and Wireless for Automotive: Market and Technology

Trends 2019

REVERSE COSTING ANALYSES - SYSTEM PLUS CONSULTING

IMAGING• Mobileye EyeQ4 Vision Processor Family• TRW S-Cam 3 – Forward Automotive Camera for

Advanced Driver Assistance Systems• FLIR Boson – a small, innovative, low power, smart

thermal camera core



https://www.systemplus.fr/reverse-costing-reports/flir-boson-a-small-innovative-low-power-smart-thermal-camera-core/


https://www.systemplus.fr/reverse-costing-reports/trw-s-cam-3-forward-automotive-camera-for-advanced-driver-assistance-systems/


https://www.systemplus.fr/reverse-costing-reports/mobileye-eyeq4-vision-processor-family/


https://www.systemplus.fr/reverse-costing-reports/status-of-the-cmos-image-sensor-industry-2018/

https://www.i-micronews.com/products/artificial-intelligence-computing-for-automotive-2019/

https://www.i-micronews.com/products/lidar-for-automotive-and-industrial-applications-2019/

https://www.i-micronews.com/products/radar-and-v2x-for-automotive-technologies-and-market-trends-2019/












ORDER FORMPlease process my order for “Zf S-cam 4 – Forward Automotive Mono and Tri Camera for ADAS” Reverse Costing® – Structure, Process & Cost Report Ref: SP19457

Full Structure, Process & Cost Report : EUR 3,990* Annual Subscription offers possible from 3 reports, including this

report as the first of the year. Contact us for more information.

SHIP TO

Name (Mr/Ms/Dr/Pr): .............................................................

Job Title: …….............................................................................

Company: ….............................................................................

Address: …….............................................................................

City: ………………………………… State: ..........................................

Postcode/Zip: ..........................................................................

Country: ……............................................................................

VAT ID Number for EU members: ..........................................

Tel: ……………….........................................................................

Email: .....................................................................................

Date: ......................................................................................

Signature: ..............................................................................

BILLING CONTACT

First Name : ............................................................................

Last Name: …….......................................................................

Email: …..................................................................................

Phone: ……..............................................................................

PAYMENT

By credit card:

Number: |__|__|__|__| |__|__|__|__| |__|__|__|__|

|__|__|__|__|

Expiration date: |__|__|/|__|__|

Card Verification Value: |__|__|__|

By bank transfer:HSBC - CAE- Le Terminal -2 rue du Charron - 44800 St Herblain FranceBIC code: CCFRFRPP• In EUR

Bank code : 30056 - Branch code : 00955 - Account : 09550003234 IBAN: FR76 3005 6009 5509 5500 0323 439

• In USDBank code : 30056 - Branch code : 00955 - Account : 09550003247 IBAN: FR76 3005 6009 5509 5500 0324 797

REVERSE COSTING® – STRUCTURE, PROCESS & COST REPORTZF S-CAM 4 – FORWARD AUTOMOTIVE MONO AND TRI CAMERA FOR ADAS

Each year System Plus Consultingreleases a comprehensive collectionof new reverse engineering andcosting analyses in various domains.You can choose to buy over 12months a set of 3, 4, 5, 7, 10 or 15Reverse Costing® reports.

Up to 47% discount!

More than 60 reports released eachyear on the following topics(considered for 2018):• MEMS & Sensors: Accelerometer

– Environment - Fingerprint - Gas - Gyroscope - IMU/Combo -Microphone - Optics - Oscillator -Pressure

• Power: GaN - IGBT - MOSFET - Si Diode - SiC

• Imaging: Camera - Spectrometer• LED and Laser: UV LED – VCSEL -

White/blue LED• Packaging: 3D Packaging -

Embedded - SIP - WLP• Integrated Circuits: IPD –

Memories – PMIC - SoC• RF: FEM - Duplexer• Systems: Automotive - Consumer

- Energy - Telecom

ANNUAL SUBSCRIPTIONS

Return order by: FAX: +33 2 53 55 10 59MAIL: SYSTEM PLUS CONSULTING

22, bd Benoni GoullinNantes Biotech44200 Nantes – France

EMAIL: [email protected]

*For price in dollars please use the day’s exchange rate *All reports are delivered electronically in pdf format*For French customer, add 20 % for VAT*Our prices are subject to change. Please check our new releases and price changes on www.systemplus.fr. The present document is valid 6 months after its publishing date: May 2019

mailto:[email protected]


1.INTRODUCTIONThe present terms and conditions apply to the offers, sales and deliveries of services managed by System PlusConsulting except in the case of a particular written agreement.Buyer must note that placing an order means an agreement without any restriction with these terms and conditions.

2.PRICESPrices of the purchased services are those which are in force on the date the order is placed. Prices are in Euros andworked out without taxes. Consequently, the taxes and possible added costs agreed when the order is placed will becharged on these initial prices.System Plus Consulting may change its prices whenever the company thinks it necessary. However, the companycommits itself in invoicing at the prices in force on the date the order is placed.

3.REBATES and DISCOUNTSThe quoted prices already include the rebates and discounts that System Plus Consulting could have granted accordingto the number of orders placed by the Buyer, or other specific conditions. No discount is granted in case of earlypayment.

4.TERMS OF PAYMENTSystem Plus Consulting delivered services are to be paid within 30 days end of month by bank transfer except in thecase of a particular written agreement.If the payment does not reach System Plus Consulting on the deadline, the Buyer has to pay System Plus Consulting apenalty for late payment the amount of which is three times the legal interest rate. The legal interest rate is thecurrent one on the delivery date. This penalty is worked out on the unpaid invoice amount, starting from the invoicedeadline. This penalty is sent without previous notice.When payment terms are over 30 days end of month, the Buyer has to pay a deposit which amount is 10% of the

total invoice amount when placing his order.

5. OWNERSHIPSystem Plus Consulting remains sole owner of the delivered services until total payment of the invoice.

6.DELIVERIESThe delivery schedule on the purchase order is given for information only and cannot be strictly guaranteed.Consequently any reasonable delay in the delivery of services will not allow the buyer to claim for damages or tocancel the order.

7.ENTRUSTED GOODS SHIPMENTThe transport costs and risks are fully born by the Buyer. Should the customer wish to ensure the goods against lost ordamage on the base of their real value, he must imperatively point it out to System Plus Consulting when theshipment takes place. Without any specific requirement, insurance terms for the return of goods will be the carriercurrent ones (reimbursement based on good weight instead of the real value).

8.FORCE MAJEURESystem Plus Consulting responsibility will not be involved in non execution or late delivery of one of its dutiesdescribed in the current terms and conditions if these are the result of a force majeure case. Therefore, the forcemajeure includes all external event unpredictable and irresistible as defined by the article 1148 of the French CodeCivil?

9.CONFIDENTIALITYAs a rule, all information handed by customers to system Plus Consulting are considered as strictly confidential.A non-disclosure agreement can be signed on demand.

10.RESPONSABILITY LIMITATIONThe Buyer is responsible for the use and interpretations he makes of the reports delivered by System Plus Consulting.Consequently, System Plus Consulting responsibility can in no case be called into question for any direct or indirectdamage, financial or otherwise, that may result from the use of the results of our analysis or results obtained usingone of our costing tools.

11.APPLICABLE LAWAny dispute that may arise about the interpretation or execution of the current terms and conditions shall be resolvedapplying the French law.It the dispute cannot be settled out-of-court, the competent Court will be the Tribunal de Commerce de Nantes.

TERMS AND CONDITIONS OF SALES


COMPANYSERVICES




Physical Analysis

Physical Comparison


Cost Analysis

Cost Comparison


Feedbacks


Business Models Fields of Expertise

Custom Analyses(>130 analyses per year)

Reports(>60 reports per year)

Costing Tools

Trainings






Physical Analysis

Physical Comparison


Cost Analysis

Cost Comparison


Feedbacks


Contact

www.systemplus.fr

NANTESHeadquarter

FRANKFURT/MAINEurope Sales Office

LYONYOLE HQ

TOKYOYOLE KK

GREATER CHINAYOLE

PHOENIXYOLE Inc.

KOREAYOLE

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

Europe Sales OfficeLizzie LEVENEZFrankfurt am MainGERMANY+49 151 23 54 41 [email protected]

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

Chris YOUMANEASTERN US & CANADAT : +1 919 607 9839 [email protected]

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

Mavis WANGTAIWANT :+886 979 336 [email protected]






ZF S-Cam4 Mono and Tri Camera - System Plus · 2019. 5. 28. · These cameras feature the...

Documents

Transcript of ZF S-Cam4 Mono and Tri Camera - System Plus · 2019. 5. 28. · These cameras feature the...