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©2017 by System Plus Consulting | Taiyo Yuden Duplexer Technology : SAW & BAW Filter 1
21 rue la Noue Bras de Fer
44200 NANTES - FRANCE +33 2 40 18 09 16 info@systemplus.fr www.systemplus.fr
Taiyo Yuden Band 7 Duplexer
SAW & BAW Filter in Skyworks’ System in Package
MEMS report by Stéphane ELISABETH
May 2017
©2017 by System Plus Consulting | Taiyo Yuden Duplexer Technology : SAW & BAW Filter 2
Overview / Introduction 3
o Executive Summary
o Reverse Costing Methodology
Company Profile 6
o Taiyo Yuden
o Filter leadership on LTE Band
o Taiyo Yuden Portfolio
o Band 7 Duplexer Characteristics
o Huawei Mate 9 Pro Teardown
o SKY78117 Teardown
Physical Analysis 22
o Synthesis of the Physical Analysis
o Physical Analysis Methodology
o Package 25
 Package Views & Dimensions
 Package Opening
 Package Cross-Section :
o SAW Filter Die 33
 View, Dimensions & Marking
 IDT & Reflector
 Cross-Section
o BAW Filter Die 44
 View, Dimensions & Marking
 Die Overview: Pads, Apertures, FBAR Cells,
Frequency Control features, Equivalent circuit
 Cross-Section : Substrate, Pads, FBAR Cells (Shunt & Series)
 Physical Data Summary
Table of Contents
Physical Comparison 74
o Taiyo Yuden Portfolio
Package, Schematics, Design
o Qorvo & Broadcom Technology
Package, BAW Filter
Manufacturing Process Flow 81
o Global Overview
o Filters Wafer Fabrication Unit
o SAW & BAW Filter Process Flow
o Packaging Process Flow
Cost Analysis 96
o Synthesis of the cost analysis
o Yields Explanation & Hypotheses
o SAW & BAW Filter Die 101
 SAW & BAW Filter Wafer Front-End Cost
 SAW & BAW Filter Front-End Cost per process steps
 SAW & BAW Filter Back-End 0 : Probe Test & Dicing
 SAW & BAW Filter Wafer & Die Cost
o Component 111
 Back-End : Packaging Cost
 Back-End : Packaging Cost per Process Steps
 Back-End : Final Test Cost
 Component Cost
Estimated Price Analysis 113
Company services 117
©2017 by System Plus Consulting | Taiyo Yuden Duplexer Technology : SAW & BAW Filter 3
Overview / Introduction
o Executive Summary
o Reverse Costing
Methodology
Company Profile & Supply
Chain
Physical Analysis
Comparison Analysis
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
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 Taiyo Yuden Band 7 Duplexer.
• Located in a SiP (Sytem In Package), the filter is packaged along with a power amplifier, SPxT switch and a RF IC. The
device is a custom version of a Taiyo Yuden’s commercial device. The duplexer features a SAW filter using sapphire
and LiTaO3 substrate, a BAW filter with an original FBAR design using air gap cavity on a silicon substrate and a metal
sealing packaging.
• In this report, the complete duplexer is analyzed from the filters to the packaging developed by Fujitsu Media Limited
who was bought by Taiyo Yuden. The report includes a complete analysis of the package, the SAW filter and the BAW
filter featuring a cost analysis and price estimation for the device. Schematic of the BAW filter is also provided to
understand the difference between shunt and series cells.
• Finally, it also comprises a complete performances and technology comparison with former generation of the band 7
duplexer from Taiyo Yuden and a technology comparison with Qorvo and Broadcom BAW filters and packaging
solutions.
©2017 by System Plus Consulting | Taiyo Yuden Duplexer Technology : SAW & BAW Filter 4
Overview / Introduction
Company Profile & Supply
Chain
o Taiyo Yuden
o Company Portfolio
o Duplexers Characteristics
o Huawei P10 Teardown
o SKY78117 Teardown
Physical Analysis
Comparison Analysis
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
About System Plus
Huawei P10 Teardown
©2017 by System Plus Consulting | Taiyo Yuden Duplexer Technology : SAW & BAW Filter 5
Overview / Introduction
Company Profile & Supply
Chain
o Taiyo Yuden
o Company Portfolio
o Duplexers Characteristics
o Huawei P10 Teardown
o SKY78117 Teardown
Physical Analysis
Comparison Analysis
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
About System Plus
SKY78117 Teardown – Package Opening
©2017 by System Plus Consulting | Taiyo Yuden Duplexer Technology : SAW & BAW Filter 6
Overview / Introduction
Company Profile & Supply
Chain
Physical Analysis
o Package Overview
o Package Cross-Section
o SAW Filter Die Overview
o SAW Filter Die Cross-
Section
o BAW Filter Die Overview
o BAW Filter Die Cross-
Section
Comparison Analysis
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
About System Plus
Package View & Dimensions
©2017 by System Plus Consulting | Taiyo Yuden Duplexer Technology : SAW & BAW Filter 7
Overview / Introduction
Company Profile & Supply
Chain
Physical Analysis
o Package Overview
o Package Cross-Section
o SAW Filter Die Overview
o SAW Filter Die Cross-
Section
o BAW Filter Die Overview
o BAW Filter Die Cross-
Section
Comparison Analysis
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
About System Plus
Package Opening
©2017 by System Plus Consulting | Taiyo Yuden Duplexer Technology : SAW & BAW Filter 8
Overview / Introduction
Company Profile & Supply
Chain
Physical Analysis
o Package Overview
o Package Cross-Section
o SAW Filter Die Overview
o SAW Filter Die Cross-
Section
o BAW Filter Die Overview
o BAW Filter Die Cross-
Section
Comparison Analysis
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
About System Plus
Package Cross-Section
©2017 by System Plus Consulting | Taiyo Yuden Duplexer Technology : SAW & BAW Filter 9
Overview / Introduction
Company Profile & Supply
Chain
Physical Analysis
o Package Overview
o Package Cross-Section
o SAW Filter Die Overview
o SAW Filter Die Cross-
Section
o BAW Filter Die Overview
o BAW Filter Die Cross-
Section
Comparison Analysis
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
About System Plus
SAW Filter Die – View & Dimensions
©2017 by System Plus Consulting | Taiyo Yuden Duplexer Technology : SAW & BAW Filter 10
Overview / Introduction
Company Profile & Supply
Chain
Physical Analysis
o Package Overview
o Package Cross-Section
o SAW Filter Die Overview
o SAW Filter Die Cross-
Section
o BAW Filter Die Overview
o BAW Filter Die Cross-
Section
Comparison Analysis
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
About System Plus
SAW Filter Die Details – IDT & Reflector
©2017 by System Plus Consulting | Taiyo Yuden Duplexer Technology : SAW & BAW Filter 11
Overview / Introduction
Company Profile & Supply
Chain
Physical Analysis
o Package Overview
o Package Cross-Section
o SAW Filter Die Overview
o SAW Filter Die Cross-
Section
o BAW Filter Die Overview
o BAW Filter Die Cross-
Section
Comparison Analysis
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
About System Plus
SAW Filter Die Cross-Section – Substrate
©2017 by System Plus Consulting | Taiyo Yuden Duplexer Technology : SAW & BAW Filter 12
Overview / Introduction
Company Profile & Supply
Chain
Physical Analysis
o Package Overview
o Package Cross-Section
o SAW Filter Die Overview
o SAW Filter Die Cross-
Section
o BAW Filter Die Overview
o BAW Filter Die Cross-
Section
Comparison Analysis
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
About System Plus
BAW Filter Die View & Dimensions
©2017 by System Plus Consulting | Taiyo Yuden Duplexer Technology : SAW & BAW Filter 13
Overview / Introduction
Company Profile & Supply
Chain
Physical Analysis
o Package Overview
o Package Cross-Section
o SAW Filter Die Overview
o SAW Filter Die Cross-
Section
o BAW Filter Die Overview
o BAW Filter Die Cross-
Section
Comparison Analysis
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
About System Plus
BAW Filter Die – Equivalent circuit
©2017 by System Plus Consulting | Taiyo Yuden Duplexer Technology : SAW & BAW Filter 14
Overview / Introduction
Company Profile & Supply
Chain
Physical Analysis
o Package Overview
o Package Cross-Section
o SAW Filter Die Overview
o SAW Filter Die Cross-
Section
o BAW Filter Die Overview
o BAW Filter Die Cross-
Section
Comparison Analysis
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
About System Plus
BAW Filter Die – Cross-Section
©2017 by System Plus Consulting | Taiyo Yuden Duplexer Technology : SAW & BAW Filter 15
Overview / Introduction
Company Profile & Supply
Chain
Physical Analysis
o Package Overview
o Package Cross-Section
o SAW Filter Die Overview
o SAW Filter Die Cross-
Section
o BAW Filter Die Overview
o BAW Filter Die Cross-
Section
Comparison Analysis
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
About System Plus
BAW Filter Die – Cross-Section
©2017 by System Plus Consulting | Taiyo Yuden Duplexer Technology : SAW & BAW Filter 16
Overview / Introduction
Company Profile & Supply
Chain
Physical Analysis
Comparison Analysis
o Band 7 Duplexer
o Broadcom’s Packaging
o Broadcom’s FBAR
o Qorvo’s Packaging
o Qorvo’s SMR
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
About System Plus
Comparison with duplexer previous generation
©2017 by System Plus Consulting | Taiyo Yuden Duplexer Technology : SAW & BAW Filter 17
Overview / Introduction
Company Profile & Supply
Chain
Physical Analysis
Comparison Analysis
o Band 7 Duplexer
o Broadcom’s Packaging
o Broadcom’s FBAR
o Qorvo’s Packaging
o Qorvo’s SMR
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
About System Plus
Comparison with Qorvo SMR Technology
©2017 by System Plus Consulting | Taiyo Yuden Duplexer Technology : SAW & BAW Filter 18
Overview / Introduction
Company Profile & Supply
Chain
Physical Analysis
Comparison Analysis
Manufacturing Process Flow
o Filters Process
o Filters Wafer Fabrication
Unit
o SAW Filter Process Flow
o BAW Filter Process Flow
o Packaging Process Flow
Cost Analysis
Selling Price Analysis
About System Plus
SAW Filter – Process Flow (1/2)
©2017 by System Plus Consulting | Taiyo Yuden Duplexer Technology : SAW & BAW Filter 19
Overview / Introduction
Company Profile & Supply
Chain
Physical Analysis
Comparison Analysis
Manufacturing Process Flow
o Filters Process
o Filters Wafer Fabrication
Unit
o SAW Filter Process Flow
o BAW Filter Process Flow
o Packaging Process Flow
Cost Analysis
Selling Price Analysis
About System Plus
BAW Filter – Process Flow (1/3)
©2017 by System Plus Consulting | Taiyo Yuden Duplexer Technology : SAW & BAW Filter 20
Overview / Introduction
Company Profile & Supply
Chain
Physical Analysis
Comparison Analysis
Manufacturing Process Flow
o Filters Process
o Filters Wafer Fabrication
Unit
o SAW Filter Process Flow
o BAW Filter Process Flow
o Packaging Process Flow
Cost Analysis
Selling Price Analysis
About System Plus
Packaging Process Flow 1/3
©2017 by System Plus Consulting | Taiyo Yuden Duplexer Technology : SAW & BAW Filter 21
Overview / Introduction
Company Profile & Supply
Chain
Physical Analysis
Comparison Analysis
Manufacturing Process Flow
Cost Analysis
o Synthesis of cost analysis
o Yield Explanation
o Filters Front-End Cost
o Filters Die Cost
o Packaging Cost
o Component Cost
Selling Price Analysis
About System Plus
SAW Filter Front-End Cost
©2017 by System Plus Consulting | Taiyo Yuden Duplexer Technology : SAW & BAW Filter 22
Overview / Introduction
Company Profile & Supply
Chain
Physical Analysis
Comparison Analysis
Manufacturing Process Flow
Cost Analysis
o Synthesis of cost analysis
o Yield Explanation
o Filters Front-End Cost
o Filters Die Cost
o Packaging Cost
o Component Cost
Selling Price Analysis
About System Plus
SAW Filter Wafer & Die Cost
©2017 by System Plus Consulting | Taiyo Yuden Duplexer Technology : SAW & BAW Filter 23
Overview / Introduction
Company Profile & Supply
Chain
Physical Analysis
Comparison Analysis
Manufacturing Process Flow
Cost Analysis
o Synthesis of cost analysis
o Yield Explanation
o Filters Front-End Cost
o Filters Die Cost
o Packaging Cost
o Component Cost
Selling Price Analysis
About System Plus
Packaging Cost
©2017 by System Plus Consulting | Taiyo Yuden Duplexer Technology : SAW & BAW Filter 24
Overview / Introduction
Company Profile & Supply
Chain
Physical Analysis
Comparison Analysis
Manufacturing Process Flow
Cost Analysis
o Synthesis of cost analysis
o Yield Explanation
o Filters Front-End Cost
o Filters Die Cost
o Packaging Cost
o Component Cost
Selling Price Analysis
About System Plus
Component Cost
©2017 by System Plus Consulting | Taiyo Yuden Duplexer Technology : SAW & BAW Filter 25
Overview / Introduction
Company Profile & Supply
Chain
Physical Analysis
Comparison Analysis
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
o Manufacturer Financial
o Estimated Price
About System Plus
Estimated Manufacturer Price
©2017 by System Plus Consulting | Taiyo Yuden Duplexer Technology : SAW & BAW Filter 26
Overview / Introduction
Company Profile & Supply
Chain
Physical Analysis
Comparison Analysis
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
About System Plus
o Company services
o Related reports
o Feedbacks
o Contact
o Legal
MARKET AND TECHNOLOGY REPORTS - YOLE SÉVELOPPEMENT
RF Devices and Technologies
• RF Front End Modules and Components for Cellphones
• Advanced Substrates Overview: From IC Package to Board
REVERSE COSTING ANALYSES - SYSTEM PLUS CONSULTING
Related Reports
• Smartphone RF Front-End Module Review
• Murata FAJ15 – SAW Thermo-Compensated Filter
• Avago AFEM-9040 - Avago’s New Generation Front-End Module
• Qorvo TQF6405 in iPhone 6s Plus SMR-BAW High Band Filter
©2017 by System Plus Consulting | Taiyo Yuden Duplexer Technology : SAW & BAW Filter 27
Overview / Introduction
Company Profile & Supply
Chain
Physical Analysis
Comparison Analysis
Manufacturing Process Flow
Cost Analysis
Selling Price Analysis
About System Plus
o Company services
o Related reports
o Feedbacks
o Contact
o Legal
Contact
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 +/- 30% 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:
o Consulting and Specific Analysis
– North America: Steve LaFerriere, Director of Northern America Business Development, Yole Inc.
Email: laferriere@yole.fr
– Europe: Lizzie Levenez, Europe Middle East and Africa Business Development Manager, Yole
Développement
Email: levenez@yole.fr
– Japan: Takashi Onozawa, General Manager, Yole Japan & President, Yole K.K.
Email: onozawa@yole.fr
– RoW: Jean-Christophe Eloy, President & CEO, Yole Développement, Email: eloy@yole.fr
o Report business
– North America: Steve LaFerriere, Director of Northern America Business Development, Yole Inc.
Email: laferriere@yole.fr
– Europe: Lizzie Levenez, Europe Middle East and Africa Business Development Manager, Yole
Développement
Email: levenez@yole.fr
– Japan: Miho Ohtake, Japan Sales Manager, Yole K.K., Email: ohtake@yole.fr
– Greater China: Mavis Wang, Business Development Manager, Yole China - Wang@yole.fr
– Rest of Asia: Takashi Onozawa, President & General Manager, Yole K.K., Email: onozawa@yole.fr
o Financial services
– Jean-Christophe Eloy, CEO & President, Email: eloy@yole.fr
o General: Email: info@yole.fr
COMPLETE TEARDOWN WITH:
• Detailed photos
• Precise measurements
• Materials analysis
• BAW filter schematics
• SAW and BAW filter
manufacturing process flow
• Metal seal packaging
process flow
• Supply chain evaluation
• Manufacturing cost analysis
• Estimated sales price
• Filter technology
comparison with Qorvo and
Broadcom filters
• Packaging technology
comparison with Qorvo and
Broadcom
• Comparison with previous
generation of Taiyo Yuden
Band 7 Duplexer
Taiyo Yuden SAW and BAW Band 7 Duplexer
integrated into Skyworks’ System in Package
Title: Taiyo Yuden Band 7
Duplexer
Pages: 122
Date: May 2017
Format: PDF & Excel file
Price: Full report: EUR 3,490
Taiyo Yuden’s Well-Proven Metal Seal Packaging and SAW/BAW technology
in LTE Band 7 high isolation duplexer used in Skyworks’ PAMiD
Mid- and High-Band front end modules (FEMs) featuring Surface Acoustic
Wave (SAW) and Bulk Acoustic Wave (BAW) filters. Skyworks is known to
produce its own SAW filter and to outsource the BAW filter. In its High-Band
PA Module integrated Duplexer (PAMiD), Skyworks integrates a duplexer
supplied by Taiyo Yuden in metal seal packaging featuring a SAW and a Thin
Film Bulk Acoustic Resonator (FBAR)-BAW filter based on Taiyo Yuden
Technology.
The filters are located in a System In Package (SiP) with a power amplifier,
switch and a RF integrated circuit. The device is a custom version of a Taiyo
Yuden commercial device. The duplexer’s SAW filter uses sapphire and lithium
tantalate substrates and its BAW filter has an original FBAR design using an air
gap cavity on a silicon substrate.
In this report, the complete duplexer is analyzed, from the filters to the
packaging developed by Fujitsu Media Limited, which was bought by Taiyo
Yuden. The report includes a complete analysis of the package, the SAW filter
and the BAW filter, featuring a cost analysis and price estimation for the
device. A schematic of the BAW filter is also provided to understand the
difference between shunt and series cells.
Finally, the report includes complete performance and technology
comparisons with the previous generation of the band 7 duplexer from Taiyo
Yuden and a technology comparison with BAW filters and packaging solutions
from Qorvo and Broadcom.
In the last five years, Skyworks has been
the largest radio-frequency (RF)
component supplier for Huawei. In
Huawei’s last flagship, the Mate 9 Pro,
and the P10 series, Skyworks supplies
entire Long-Term Evolution (LTE) front-
end solutions based on its SkyOne®
Technology. The solutions comprise Low-,
TABLE OF CONTENTS
Overview / Introduction
Taiyo Yuden Company Profile
Huawei Mate 9 Pro Teardown
SKY78117 Teardown
Physical Analysis
• Physical Analysis Methodology
• Package
 View and dimensions
 Package opening
 Package cross-section
• SAW Filter
 View, dimensions and markings
 IDT and reflector
 Cross-section: substrate, pads, IDT
• BAW Filter
 View, dimensions and markings
 Die overview: pads, apertures,
FBAR cells, frequency control
features, equivalent circuit,
 Cross-section: substrate, pads,
FBAR shunt and series cells
• Physical Data Summary
Physical Comparison with previous
duplexer generation
• Package, Schematics, Design
Physical Comparison with Broadcom
and Qorvo
• Package, BAW Technology
Author (Lab):
Véronique
Le Troadec
AUTHORS:
Consulting in 2011 to setup its
laboratory. He previously
worked for 25 years at Atmel
Nantes Technological Analysis
Laboratory as fab support in
physical analysis, and for three
years at Hirex Engineering in
Toulouse, in a destructive
physical analysis lab.
Yvon Le Goff
(Lab)
Yvon has joined
Syste m P lus
Stéphane
Elisabeth
Stéphane has a
deep knowledge
of materials characterizations
and electronics systems. He
holds an Engineering Degree in
Electronics and Numerical
Technology, and a PhD in
Materials for Micro-electronics.
Manufacturing Process Flow
• Filter Process
• Filter Wafer Fabrication Unit
• SAW Filter Process Flow
• BAW Filter Process Flow
• Packaging Process Flow
• Final Assembly Unit
Cost Analysis
• Cost Analysis Overview
• The Main Steps Used in the
Economic Analysis
• Yield Hypotheses
• SAW and BAW Die Cost
 SAW filter and BAW filter
front-end (FE) cost
 SAW filter and BAW filter
FE per steps cost
 Back-end: tests and
dicing
 SAW filter and BAW filter
wafer and die cost
• Component
 Packaging cost
 Packaging cost per
process step
 Component cost
Estimated Price Analysis
System Plus Consulting offers
powerful costing tools to
evaluate the production cost
and selling price from single
chip to complex structures.
MEMS CoSim+
Cost simulation tool to evaluate
the cost of any MEMS process
or device:
From single chip to complex
structures.
3D Package Cosim+
Cost simulation tool to evaluate
the cost of any Packaging
process: Wafer-level packaging,
TSV, 3D integration…
ANALYSIS PERFORMED WITH OUR COSTING TOOLS MEMS COSIM+ AND 3D-PACKAGE
COSIM+
3D-Package CoSim+
MEMS CoSim+
Distributed by
Smartphone RF Front-End
Module Review
Avago AFEM-9040
Avago’s New Generation
Front-End Module
Murata SAW Thermo-
Compensated Band 8 Filter in
Low Band Front-End Module
Review of RF front-end modules
and components found in 5 flagship
smartphones: Apple iPhone 7 Plus,
Samsung Galaxy S7, Huawei P9, LG
G5, and Xiaomi Mi5.
Avago has introduced a new
generation of film bulk acoustic
resonator (FBAR-BAW) technology
in the Samsung Galaxy S7.
Murata has introduced thermo-
compensated filter technology with a
ceramic substrate in the Samsung
Galaxy S7’s front-end module.
Pages: 295
Date: February 2017
Full report: EUR 4,990*
Pages: 112
Date: June 2016
Full report: EUR 3,290*
Pages: 93
Date: August 2016
Full report: EUR 2,990*
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calendar months). The annual subscription to a package (i.e. a global discount based on the number of reports that the Buyer orders or accesses via the service, a global search service on line on I-micronews and a
consulting approach), is defined in the order. Reports are established in PowerPoint and delivered on a PDF format and the database may include Excel files.
“Seller”: Based in Lyon (France headquarters), Yole Développement is a market research and business development consultancy company, facilitating market access for advanced technology industrial projects. With
more than 20 market analysts, Yole works worldwide with the key industrial companies, R&D institutes and investors to help them understand the markets and technology trends.
1. Scope
1.1 The Contracting Parties undertake to observe the following general conditions when agreed by the Buyer and the Seller. ANY ADDITIONAL, DIFFERENT, OR CONFLICTING TERMS AND CONDITIONS IN ANY
OTHER DOCUMENTS ISSUED BY THE BUYER AT ANY TIME ARE HEREBY OBJECTED TO BY THE SELLER, SHALL BE WHOLLY INAPPLICABLE TO ANY SALE MADE HEREUNDER AND SHALL NOT BE
BINDING IN ANY WAY ON THE SELLER.
1.2 This agreement becomes valid and enforceable between the Contracting Parties after clear and non-equivocal consent by any duly authorized person representing the Buyer. For these purposes, the Buyer accepts
these conditions of sales when signing the purchase order which mentions “I hereby accept Yole’s Terms and Conditions of Sale”. This results in acceptance by the Buyer.
1.3 Orders are deemed to be accepted only upon written acceptance and confirmation by the Seller, within [7 days] from the date of order, to be sent either by email or to the Buyer’s address. In the absence of any
confirmation in writing, orders shall be deemed to have been accepted.
2. Mailing of the Products
2.1 Products are sent by email to the Buyer:
- within [1] month from the order for Products already released; or
- within a reasonable time for Products ordered prior to their effective release. In this case, the Seller shall use its best endeavours to inform the Buyer of an indicative release date and the evolution of the work in
progress.
2.2 Some weeks prior to the release date the Seller can propose a pre-release discount to the Buyer
The Seller shall by no means be responsible for any delay in respect of article 2.2 above, and including incases where a new event or access to new contradictory information would require for the analyst extra time to
compute or compare the data in order to enable the Seller to deliver a high quality Products.
2.3 The mailing of the Product will occur only upon payment by the Buyer, in accordance with the conditions contained in article 3.
2.4. The mailing is operated through electronic means either by email via the sales department or automatically online via an email/password. If the Product’s electronic delivery format is defective, the Seller undertakes to
replace it at no charge to the Buyer provided that it is informed of the defective formatting within 90 days from the date of the original download or receipt of the Product.
2.5 The person receiving the Products on behalf of the Buyer shall immediately verify the quality of the Products and their conformity to the order. Any claim for apparent defects or for non-conformity shall be sent in
writing to the Seller within 8 days of receipt of the Products. For this purpose, the Buyer agrees to produce sufficient evidence of such defects. .
2.6 No return of Products shall be accepted without prior information to the Seller, even in case of delayed delivery. Any Product returned to the Seller without providing prior information to the Seller as required under
article 2.5 shall remain at the Buyer’s risk.
3. Price, invoicing and payment
3.1 Prices are given in the orders corresponding to each Product sold on a unit basis or corresponding to annual subscriptions. They are expressed to be inclusive of all taxes. The prices may be reevaluated from time
to time. The effective price is deemed to be the one applicable at the time of the order.
3.2 Yole may offer a pre release discount for the companies willing to acquire in the future the specific report and agreeing on the fact that the report may be release later than the anticipated release date. In exchange
to this uncertainty, the company will get a discount that can vary from 15% to 10%.
3.3 Payments due by the Buyer shall be sent by cheque payable to Yole Développement, credit card or by electronic transfer to the following account:
HSBC, 1 place de la Bourse 69002 Lyon France
Bank code: 30056
Branch code: 00170
Account n°: 0170 200 1565 87
BIC or SWIFT code: CCFRFRPP
IBAN: FR76 3005 6001 7001 7020 0156 587
To ensure the payments, the Seller reserves the right to request down payments from the Buyer. In this case, the need of down payments will be mentioned on the order.
3.4 Payment is due by the Buyer to the Seller within 30 days from invoice date, except in the case of a particular written agreement. If the Buyer fails to pay within this time and fails to contact the Seller, the latter shall be
entitled to invoice interest in arrears based on the annual rate Refi of the «BCE» + 7 points, in accordance with article L. 441-6 of the French Commercial Code. Our publications (report, database, tool...) are delivered
only after reception of the payment.
3.5 In the event of termination of the contract, or of misconduct, during the contract, the Seller will have the right to invoice at the stage in progress, and to take legal action for damages.
4. Liabilities
4.1 The Buyer or any other individual or legal person acting on its behalf, being a business user buying the Products for its business activities, shall be solely responsible for choosing the Products and for the use and
interpretations he makes of the documents it purchases, of the results he obtains, and of the advice and acts it deduces thereof.
4.2 The Seller shall only be liable for (i) direct and (ii) foreseeable pecuniary loss, caused by the Products or arising from a material breach of this agreement
4.3 In no event shall the Seller be liable for:
a) damages of any kind, including without limitation, incidental or consequential damages (including, but not limited to, damages for loss of profits, business interruption and loss of programs or information) arising out of
the use of or inability to use the Seller’s website or the Products, or any information provided on the website, or in the Products;
b) any claim attributable to errors, omissions or other inaccuracies in the Product or interpretations thereof.
4.4All the information contained in the Products has been obtained from sources believed to be reliable. The Seller does not warrant the accuracy, completeness adequacy or reliability of such information, which cannot
be guaranteed to be free from errors.
4.5 All the Products that the Seller sells may, upon prior notice to the Buyer from time to time be modified by or substituted with similar Products meeting the needs of the Buyer. This modification shall not lead to the
liability of the Seller, provided that the Seller ensures the substituted Product is similar to the Product initially ordered.
4.6 In the case where, after inspection, it is acknowledged that the Products contain defects, the Seller undertakes to replace the defective products as far as the supplies allow and without indemnities or compensation of
any kind for labor costs, delays, loss caused or any other reason. The replacement is guaranteed for a maximum of two months starting from the delivery date. Any replacement is excluded for any event as set out in
article 5 below.
4.7 The deadlines that the Seller is asked to state for the mailing of the Products are given for information only and are not guaranteed. If such deadlines are not met, it shall not lead to any damages or cancellation of the
orders, except for non acceptable delays exceeding [4] months from the stated deadline, without information from the Seller. In such case only, the Buyer shall be entitled to ask for a reimbursement of its first down
payment to the exclusion of any further damages.
4.8 The Seller does not make any warranties, express or implied, including, without limitation, those of sale ability and fitness for a particular purpose, with respect to the Products. Although the Seller shall take
reasonable steps to screen Products for infection of viruses, worms, Trojan horses or other codes containing contaminating or destructive properties before making the Products available, the Seller cannot guarantee that
any Product will be free from infection.
5. Force majeure
The Seller shall not be liable for any delay in performance directly or indirectly caused by or resulting from acts of nature, fire, flood, accident, riot, war, government intervention, embargoes, strikes, labor difficulties,
equipment failure, late deliveries by suppliers or other difficulties which are beyond the control, and not the fault of the Seller.
6. Protection of the Seller’s IPR
6.1 All the IPR attached to the Products are and remain the property of the Seller and are protected under French and international copyright law and conventions.
6.2 The Buyer agreed not to disclose, copy, reproduce, redistribute, resell or publish the Product, or any part of it to any other party other than employees of its company. The Buyer shall have the right to use the
Products solely for its own internal information purposes. In particular, the Buyer shall therefore not use the Product for purposes such as:
- Information storage and retrieval systems;
- Recordings and re-transmittals over any network (including any local area network);
- Use in any timesharing, service bureau, bulletin board or similar arrangement or public display;
- Posting any Product to any other online service (including bulletin boards or the Internet);
- Licensing, leasing, selling, offering for sale or assigning the Product.
6.3 The Buyer shall be solely responsible towards the Seller of all infringements of this obligation, whether this infringement comes from its employees or any person to whom the Buyer has sent the Products and shall
personally take care of any related proceedings, and the Buyer shall bear related financial consequences in their entirety.
6.4 The Buyer shall define within its company point of contact for the needs of the contract. This person will be the recipient of each new report in PDF format. This person shall also be responsible for respect of the
copyrights and will guaranty that the Products are not disseminated out of the company.
6.5 In the context of annual subscriptions, the person of contact shall decide who within the Buyer, shall be entitled to access on line the reports on I-micronews.com. In this respect, the Seller will give the Buyer a
maximum of 10 password, unless the multiple sites organization of the Buyer requires more passwords. The Seller reserves the right to check from time to time the correct use of this password.
6.6 In the case of a multisite, multi license, only the employee of the buyer can access the report or the employee of the companies in which the buyer have 100% shares. As a matter of fact the investor of a company,
the joint venture done with a third party etc..cannot access the report and should pay a full license price.
7. Termination
7.1 If the Buyer cancels the order in whole or in part or postpones the date of mailing, the Buyer shall indemnify the Seller for the entire costs that have been incurred as at the date of notification by the Buyer of such
delay or cancellation. This may also apply for any other direct or indirect consequential loss that may be borne by the Seller, following this decision.
7.2 In the event of breach by one Party under these conditions or the order, the non-breaching Party may send a notification to the other by recorded delivery letter upon which, after a period of thirty (30) days without
solving the problem, the non-breaching Party shall be entitled to terminate all the pending orders, without being liable for any compensation.
8. Miscellaneous
All the provisions of these Terms and Conditions are for the benefit of the Seller itself, but also for its licensors, employees and agents. Each of them is entitled to assert and enforce those provisions against the Buyer.
Any notices under these Terms and Conditions shall be given in writing. They shall be effective upon receipt by the other Party.
The Seller may, from time to time, update these Terms and Conditions and the Buyer, is deemed to have accepted the latest version of these terms and conditions, provided they have been communicated to him in due
time.
9. Governing law and jurisdiction
9.1 Any dispute arising out or linked to these Terms and Conditions or to any contract (orders) entered into in application of these Terms and Conditions shall be settled by the French Commercial Courts of Lyon, which
shall have exclusive jurisdiction upon such issues.
9.2 French law shall govern the relation between the Buyer and the Seller, in accordance with these Terms and Conditions.
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Taiyo Yuden SAW and BAW Band 7 Duplexer integrated into Skyworks’ System in Package 2017 teardown reverse costing report published by Yole Developpement

  • 1. ©2017 by System Plus Consulting | Taiyo Yuden Duplexer Technology : SAW & BAW Filter 1 21 rue la Noue Bras de Fer 44200 NANTES - FRANCE +33 2 40 18 09 16 info@systemplus.fr www.systemplus.fr Taiyo Yuden Band 7 Duplexer SAW & BAW Filter in Skyworks’ System in Package MEMS report by Stéphane ELISABETH May 2017
  • 2. ©2017 by System Plus Consulting | Taiyo Yuden Duplexer Technology : SAW & BAW Filter 2 Overview / Introduction 3 o Executive Summary o Reverse Costing Methodology Company Profile 6 o Taiyo Yuden o Filter leadership on LTE Band o Taiyo Yuden Portfolio o Band 7 Duplexer Characteristics o Huawei Mate 9 Pro Teardown o SKY78117 Teardown Physical Analysis 22 o Synthesis of the Physical Analysis o Physical Analysis Methodology o Package 25  Package Views & Dimensions  Package Opening  Package Cross-Section : o SAW Filter Die 33  View, Dimensions & Marking  IDT & Reflector  Cross-Section o BAW Filter Die 44  View, Dimensions & Marking  Die Overview: Pads, Apertures, FBAR Cells, Frequency Control features, Equivalent circuit  Cross-Section : Substrate, Pads, FBAR Cells (Shunt & Series)  Physical Data Summary Table of Contents Physical Comparison 74 o Taiyo Yuden Portfolio Package, Schematics, Design o Qorvo & Broadcom Technology Package, BAW Filter Manufacturing Process Flow 81 o Global Overview o Filters Wafer Fabrication Unit o SAW & BAW Filter Process Flow o Packaging Process Flow Cost Analysis 96 o Synthesis of the cost analysis o Yields Explanation & Hypotheses o SAW & BAW Filter Die 101  SAW & BAW Filter Wafer Front-End Cost  SAW & BAW Filter Front-End Cost per process steps  SAW & BAW Filter Back-End 0 : Probe Test & Dicing  SAW & BAW Filter Wafer & Die Cost o Component 111  Back-End : Packaging Cost  Back-End : Packaging Cost per Process Steps  Back-End : Final Test Cost  Component Cost Estimated Price Analysis 113 Company services 117
  • 3. ©2017 by System Plus Consulting | Taiyo Yuden Duplexer Technology : SAW & BAW Filter 3 Overview / Introduction o Executive Summary o Reverse Costing Methodology Company Profile & Supply Chain Physical Analysis Comparison Analysis Manufacturing Process Flow Cost Analysis Selling Price Analysis 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 Taiyo Yuden Band 7 Duplexer. • Located in a SiP (Sytem In Package), the filter is packaged along with a power amplifier, SPxT switch and a RF IC. The device is a custom version of a Taiyo Yuden’s commercial device. The duplexer features a SAW filter using sapphire and LiTaO3 substrate, a BAW filter with an original FBAR design using air gap cavity on a silicon substrate and a metal sealing packaging. • In this report, the complete duplexer is analyzed from the filters to the packaging developed by Fujitsu Media Limited who was bought by Taiyo Yuden. The report includes a complete analysis of the package, the SAW filter and the BAW filter featuring a cost analysis and price estimation for the device. Schematic of the BAW filter is also provided to understand the difference between shunt and series cells. • Finally, it also comprises a complete performances and technology comparison with former generation of the band 7 duplexer from Taiyo Yuden and a technology comparison with Qorvo and Broadcom BAW filters and packaging solutions.
  • 4. ©2017 by System Plus Consulting | Taiyo Yuden Duplexer Technology : SAW & BAW Filter 4 Overview / Introduction Company Profile & Supply Chain o Taiyo Yuden o Company Portfolio o Duplexers Characteristics o Huawei P10 Teardown o SKY78117 Teardown Physical Analysis Comparison Analysis Manufacturing Process Flow Cost Analysis Selling Price Analysis About System Plus Huawei P10 Teardown
  • 5. ©2017 by System Plus Consulting | Taiyo Yuden Duplexer Technology : SAW & BAW Filter 5 Overview / Introduction Company Profile & Supply Chain o Taiyo Yuden o Company Portfolio o Duplexers Characteristics o Huawei P10 Teardown o SKY78117 Teardown Physical Analysis Comparison Analysis Manufacturing Process Flow Cost Analysis Selling Price Analysis About System Plus SKY78117 Teardown – Package Opening
  • 6. ©2017 by System Plus Consulting | Taiyo Yuden Duplexer Technology : SAW & BAW Filter 6 Overview / Introduction Company Profile & Supply Chain Physical Analysis o Package Overview o Package Cross-Section o SAW Filter Die Overview o SAW Filter Die Cross- Section o BAW Filter Die Overview o BAW Filter Die Cross- Section Comparison Analysis Manufacturing Process Flow Cost Analysis Selling Price Analysis About System Plus Package View & Dimensions
  • 7. ©2017 by System Plus Consulting | Taiyo Yuden Duplexer Technology : SAW & BAW Filter 7 Overview / Introduction Company Profile & Supply Chain Physical Analysis o Package Overview o Package Cross-Section o SAW Filter Die Overview o SAW Filter Die Cross- Section o BAW Filter Die Overview o BAW Filter Die Cross- Section Comparison Analysis Manufacturing Process Flow Cost Analysis Selling Price Analysis About System Plus Package Opening
  • 8. ©2017 by System Plus Consulting | Taiyo Yuden Duplexer Technology : SAW & BAW Filter 8 Overview / Introduction Company Profile & Supply Chain Physical Analysis o Package Overview o Package Cross-Section o SAW Filter Die Overview o SAW Filter Die Cross- Section o BAW Filter Die Overview o BAW Filter Die Cross- Section Comparison Analysis Manufacturing Process Flow Cost Analysis Selling Price Analysis About System Plus Package Cross-Section
  • 9. ©2017 by System Plus Consulting | Taiyo Yuden Duplexer Technology : SAW & BAW Filter 9 Overview / Introduction Company Profile & Supply Chain Physical Analysis o Package Overview o Package Cross-Section o SAW Filter Die Overview o SAW Filter Die Cross- Section o BAW Filter Die Overview o BAW Filter Die Cross- Section Comparison Analysis Manufacturing Process Flow Cost Analysis Selling Price Analysis About System Plus SAW Filter Die – View & Dimensions
  • 10. ©2017 by System Plus Consulting | Taiyo Yuden Duplexer Technology : SAW & BAW Filter 10 Overview / Introduction Company Profile & Supply Chain Physical Analysis o Package Overview o Package Cross-Section o SAW Filter Die Overview o SAW Filter Die Cross- Section o BAW Filter Die Overview o BAW Filter Die Cross- Section Comparison Analysis Manufacturing Process Flow Cost Analysis Selling Price Analysis About System Plus SAW Filter Die Details – IDT & Reflector
  • 11. ©2017 by System Plus Consulting | Taiyo Yuden Duplexer Technology : SAW & BAW Filter 11 Overview / Introduction Company Profile & Supply Chain Physical Analysis o Package Overview o Package Cross-Section o SAW Filter Die Overview o SAW Filter Die Cross- Section o BAW Filter Die Overview o BAW Filter Die Cross- Section Comparison Analysis Manufacturing Process Flow Cost Analysis Selling Price Analysis About System Plus SAW Filter Die Cross-Section – Substrate
  • 12. ©2017 by System Plus Consulting | Taiyo Yuden Duplexer Technology : SAW & BAW Filter 12 Overview / Introduction Company Profile & Supply Chain Physical Analysis o Package Overview o Package Cross-Section o SAW Filter Die Overview o SAW Filter Die Cross- Section o BAW Filter Die Overview o BAW Filter Die Cross- Section Comparison Analysis Manufacturing Process Flow Cost Analysis Selling Price Analysis About System Plus BAW Filter Die View & Dimensions
  • 13. ©2017 by System Plus Consulting | Taiyo Yuden Duplexer Technology : SAW & BAW Filter 13 Overview / Introduction Company Profile & Supply Chain Physical Analysis o Package Overview o Package Cross-Section o SAW Filter Die Overview o SAW Filter Die Cross- Section o BAW Filter Die Overview o BAW Filter Die Cross- Section Comparison Analysis Manufacturing Process Flow Cost Analysis Selling Price Analysis About System Plus BAW Filter Die – Equivalent circuit
  • 14. ©2017 by System Plus Consulting | Taiyo Yuden Duplexer Technology : SAW & BAW Filter 14 Overview / Introduction Company Profile & Supply Chain Physical Analysis o Package Overview o Package Cross-Section o SAW Filter Die Overview o SAW Filter Die Cross- Section o BAW Filter Die Overview o BAW Filter Die Cross- Section Comparison Analysis Manufacturing Process Flow Cost Analysis Selling Price Analysis About System Plus BAW Filter Die – Cross-Section
  • 15. ©2017 by System Plus Consulting | Taiyo Yuden Duplexer Technology : SAW & BAW Filter 15 Overview / Introduction Company Profile & Supply Chain Physical Analysis o Package Overview o Package Cross-Section o SAW Filter Die Overview o SAW Filter Die Cross- Section o BAW Filter Die Overview o BAW Filter Die Cross- Section Comparison Analysis Manufacturing Process Flow Cost Analysis Selling Price Analysis About System Plus BAW Filter Die – Cross-Section
  • 16. ©2017 by System Plus Consulting | Taiyo Yuden Duplexer Technology : SAW & BAW Filter 16 Overview / Introduction Company Profile & Supply Chain Physical Analysis Comparison Analysis o Band 7 Duplexer o Broadcom’s Packaging o Broadcom’s FBAR o Qorvo’s Packaging o Qorvo’s SMR Manufacturing Process Flow Cost Analysis Selling Price Analysis About System Plus Comparison with duplexer previous generation
  • 17. ©2017 by System Plus Consulting | Taiyo Yuden Duplexer Technology : SAW & BAW Filter 17 Overview / Introduction Company Profile & Supply Chain Physical Analysis Comparison Analysis o Band 7 Duplexer o Broadcom’s Packaging o Broadcom’s FBAR o Qorvo’s Packaging o Qorvo’s SMR Manufacturing Process Flow Cost Analysis Selling Price Analysis About System Plus Comparison with Qorvo SMR Technology
  • 18. ©2017 by System Plus Consulting | Taiyo Yuden Duplexer Technology : SAW & BAW Filter 18 Overview / Introduction Company Profile & Supply Chain Physical Analysis Comparison Analysis Manufacturing Process Flow o Filters Process o Filters Wafer Fabrication Unit o SAW Filter Process Flow o BAW Filter Process Flow o Packaging Process Flow Cost Analysis Selling Price Analysis About System Plus SAW Filter – Process Flow (1/2)
  • 19. ©2017 by System Plus Consulting | Taiyo Yuden Duplexer Technology : SAW & BAW Filter 19 Overview / Introduction Company Profile & Supply Chain Physical Analysis Comparison Analysis Manufacturing Process Flow o Filters Process o Filters Wafer Fabrication Unit o SAW Filter Process Flow o BAW Filter Process Flow o Packaging Process Flow Cost Analysis Selling Price Analysis About System Plus BAW Filter – Process Flow (1/3)
  • 20. ©2017 by System Plus Consulting | Taiyo Yuden Duplexer Technology : SAW & BAW Filter 20 Overview / Introduction Company Profile & Supply Chain Physical Analysis Comparison Analysis Manufacturing Process Flow o Filters Process o Filters Wafer Fabrication Unit o SAW Filter Process Flow o BAW Filter Process Flow o Packaging Process Flow Cost Analysis Selling Price Analysis About System Plus Packaging Process Flow 1/3
  • 21. ©2017 by System Plus Consulting | Taiyo Yuden Duplexer Technology : SAW & BAW Filter 21 Overview / Introduction Company Profile & Supply Chain Physical Analysis Comparison Analysis Manufacturing Process Flow Cost Analysis o Synthesis of cost analysis o Yield Explanation o Filters Front-End Cost o Filters Die Cost o Packaging Cost o Component Cost Selling Price Analysis About System Plus SAW Filter Front-End Cost
  • 22. ©2017 by System Plus Consulting | Taiyo Yuden Duplexer Technology : SAW & BAW Filter 22 Overview / Introduction Company Profile & Supply Chain Physical Analysis Comparison Analysis Manufacturing Process Flow Cost Analysis o Synthesis of cost analysis o Yield Explanation o Filters Front-End Cost o Filters Die Cost o Packaging Cost o Component Cost Selling Price Analysis About System Plus SAW Filter Wafer & Die Cost
  • 23. ©2017 by System Plus Consulting | Taiyo Yuden Duplexer Technology : SAW & BAW Filter 23 Overview / Introduction Company Profile & Supply Chain Physical Analysis Comparison Analysis Manufacturing Process Flow Cost Analysis o Synthesis of cost analysis o Yield Explanation o Filters Front-End Cost o Filters Die Cost o Packaging Cost o Component Cost Selling Price Analysis About System Plus Packaging Cost
  • 24. ©2017 by System Plus Consulting | Taiyo Yuden Duplexer Technology : SAW & BAW Filter 24 Overview / Introduction Company Profile & Supply Chain Physical Analysis Comparison Analysis Manufacturing Process Flow Cost Analysis o Synthesis of cost analysis o Yield Explanation o Filters Front-End Cost o Filters Die Cost o Packaging Cost o Component Cost Selling Price Analysis About System Plus Component Cost
  • 25. ©2017 by System Plus Consulting | Taiyo Yuden Duplexer Technology : SAW & BAW Filter 25 Overview / Introduction Company Profile & Supply Chain Physical Analysis Comparison Analysis Manufacturing Process Flow Cost Analysis Selling Price Analysis o Manufacturer Financial o Estimated Price About System Plus Estimated Manufacturer Price
  • 26. ©2017 by System Plus Consulting | Taiyo Yuden Duplexer Technology : SAW & BAW Filter 26 Overview / Introduction Company Profile & Supply Chain Physical Analysis Comparison Analysis Manufacturing Process Flow Cost Analysis Selling Price Analysis About System Plus o Company services o Related reports o Feedbacks o Contact o Legal MARKET AND TECHNOLOGY REPORTS - YOLE SÉVELOPPEMENT RF Devices and Technologies • RF Front End Modules and Components for Cellphones • Advanced Substrates Overview: From IC Package to Board REVERSE COSTING ANALYSES - SYSTEM PLUS CONSULTING Related Reports • Smartphone RF Front-End Module Review • Murata FAJ15 – SAW Thermo-Compensated Filter • Avago AFEM-9040 - Avago’s New Generation Front-End Module • Qorvo TQF6405 in iPhone 6s Plus SMR-BAW High Band Filter
  • 27. ©2017 by System Plus Consulting | Taiyo Yuden Duplexer Technology : SAW & BAW Filter 27 Overview / Introduction Company Profile & Supply Chain Physical Analysis Comparison Analysis Manufacturing Process Flow Cost Analysis Selling Price Analysis About System Plus o Company services o Related reports o Feedbacks o Contact o Legal Contact 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 +/- 30% 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: o Consulting and Specific Analysis – North America: Steve LaFerriere, Director of Northern America Business Development, Yole Inc. Email: laferriere@yole.fr – Europe: Lizzie Levenez, Europe Middle East and Africa Business Development Manager, Yole Développement Email: levenez@yole.fr – Japan: Takashi Onozawa, General Manager, Yole Japan & President, Yole K.K. Email: onozawa@yole.fr – RoW: Jean-Christophe Eloy, President & CEO, Yole Développement, Email: eloy@yole.fr o Report business – North America: Steve LaFerriere, Director of Northern America Business Development, Yole Inc. Email: laferriere@yole.fr – Europe: Lizzie Levenez, Europe Middle East and Africa Business Development Manager, Yole Développement Email: levenez@yole.fr – Japan: Miho Ohtake, Japan Sales Manager, Yole K.K., Email: ohtake@yole.fr – Greater China: Mavis Wang, Business Development Manager, Yole China - Wang@yole.fr – Rest of Asia: Takashi Onozawa, President & General Manager, Yole K.K., Email: onozawa@yole.fr o Financial services – Jean-Christophe Eloy, CEO & President, Email: eloy@yole.fr o General: Email: info@yole.fr
  • 28. COMPLETE TEARDOWN WITH: • Detailed photos • Precise measurements • Materials analysis • BAW filter schematics • SAW and BAW filter manufacturing process flow • Metal seal packaging process flow • Supply chain evaluation • Manufacturing cost analysis • Estimated sales price • Filter technology comparison with Qorvo and Broadcom filters • Packaging technology comparison with Qorvo and Broadcom • Comparison with previous generation of Taiyo Yuden Band 7 Duplexer Taiyo Yuden SAW and BAW Band 7 Duplexer integrated into Skyworks’ System in Package Title: Taiyo Yuden Band 7 Duplexer Pages: 122 Date: May 2017 Format: PDF & Excel file Price: Full report: EUR 3,490 Taiyo Yuden’s Well-Proven Metal Seal Packaging and SAW/BAW technology in LTE Band 7 high isolation duplexer used in Skyworks’ PAMiD Mid- and High-Band front end modules (FEMs) featuring Surface Acoustic Wave (SAW) and Bulk Acoustic Wave (BAW) filters. Skyworks is known to produce its own SAW filter and to outsource the BAW filter. In its High-Band PA Module integrated Duplexer (PAMiD), Skyworks integrates a duplexer supplied by Taiyo Yuden in metal seal packaging featuring a SAW and a Thin Film Bulk Acoustic Resonator (FBAR)-BAW filter based on Taiyo Yuden Technology. The filters are located in a System In Package (SiP) with a power amplifier, switch and a RF integrated circuit. The device is a custom version of a Taiyo Yuden commercial device. The duplexer’s SAW filter uses sapphire and lithium tantalate substrates and its BAW filter has an original FBAR design using an air gap cavity on a silicon substrate. In this report, the complete duplexer is analyzed, from the filters to the packaging developed by Fujitsu Media Limited, which was bought by Taiyo Yuden. The report includes a complete analysis of the package, the SAW filter and the BAW filter, featuring a cost analysis and price estimation for the device. A schematic of the BAW filter is also provided to understand the difference between shunt and series cells. Finally, the report includes complete performance and technology comparisons with the previous generation of the band 7 duplexer from Taiyo Yuden and a technology comparison with BAW filters and packaging solutions from Qorvo and Broadcom. In the last five years, Skyworks has been the largest radio-frequency (RF) component supplier for Huawei. In Huawei’s last flagship, the Mate 9 Pro, and the P10 series, Skyworks supplies entire Long-Term Evolution (LTE) front- end solutions based on its SkyOne® Technology. The solutions comprise Low-,
  • 29. TABLE OF CONTENTS Overview / Introduction Taiyo Yuden Company Profile Huawei Mate 9 Pro Teardown SKY78117 Teardown Physical Analysis • Physical Analysis Methodology • Package  View and dimensions  Package opening  Package cross-section • SAW Filter  View, dimensions and markings  IDT and reflector  Cross-section: substrate, pads, IDT • BAW Filter  View, dimensions and markings  Die overview: pads, apertures, FBAR cells, frequency control features, equivalent circuit,  Cross-section: substrate, pads, FBAR shunt and series cells • Physical Data Summary Physical Comparison with previous duplexer generation • Package, Schematics, Design Physical Comparison with Broadcom and Qorvo • Package, BAW Technology Author (Lab): Véronique Le Troadec AUTHORS: Consulting in 2011 to setup its laboratory. He previously worked for 25 years at Atmel Nantes Technological Analysis Laboratory as fab support in physical analysis, and for three years at Hirex Engineering in Toulouse, in a destructive physical analysis lab. Yvon Le Goff (Lab) Yvon has joined Syste m P lus Stéphane Elisabeth Stéphane has a deep knowledge of materials characterizations and electronics systems. He holds an Engineering Degree in Electronics and Numerical Technology, and a PhD in Materials for Micro-electronics. Manufacturing Process Flow • Filter Process • Filter Wafer Fabrication Unit • SAW Filter Process Flow • BAW Filter Process Flow • Packaging Process Flow • Final Assembly Unit Cost Analysis • Cost Analysis Overview • The Main Steps Used in the Economic Analysis • Yield Hypotheses • SAW and BAW Die Cost  SAW filter and BAW filter front-end (FE) cost  SAW filter and BAW filter FE per steps cost  Back-end: tests and dicing  SAW filter and BAW filter wafer and die cost • Component  Packaging cost  Packaging cost per process step  Component cost Estimated Price Analysis System Plus Consulting offers powerful costing tools to evaluate the production cost and selling price from single chip to complex structures. MEMS CoSim+ Cost simulation tool to evaluate the cost of any MEMS process or device: From single chip to complex structures. 3D Package Cosim+ Cost simulation tool to evaluate the cost of any Packaging process: Wafer-level packaging, TSV, 3D integration… ANALYSIS PERFORMED WITH OUR COSTING TOOLS MEMS COSIM+ AND 3D-PACKAGE COSIM+ 3D-Package CoSim+ MEMS CoSim+ Distributed by
  • 30. Smartphone RF Front-End Module Review Avago AFEM-9040 Avago’s New Generation Front-End Module Murata SAW Thermo- Compensated Band 8 Filter in Low Band Front-End Module Review of RF front-end modules and components found in 5 flagship smartphones: Apple iPhone 7 Plus, Samsung Galaxy S7, Huawei P9, LG G5, and Xiaomi Mi5. Avago has introduced a new generation of film bulk acoustic resonator (FBAR-BAW) technology in the Samsung Galaxy S7. Murata has introduced thermo- compensated filter technology with a ceramic substrate in the Samsung Galaxy S7’s front-end module. Pages: 295 Date: February 2017 Full report: EUR 4,990* Pages: 112 Date: June 2016 Full report: EUR 3,290* Pages: 93 Date: August 2016 Full report: EUR 2,990* ANNUAL SUBSCRIPTION OFFER You can choose to buy over 12 months a set of 3, 4, 5, 7, 10 or 15 Reverse Costing® reports. Up to 47% discount! • MEMS & Sensors: Accelerometer - Compass - Display / Optics - Environment - Fingerprint - Gyroscope - IMU/Combo - Light - Microphone - Oscillator - Pressure sensor • Power: GaN - IGBT - MOSFET - Si Diode - SiC • Systems: Automotive - Consumer - Energy - Medical - Telecom Each year System Plus Consulting releases a comprehensive collection of new reverse engineering & costing analyses in various domains. • Imaging: Infrared - Visible • Integrated Circuits & RF: Integrated Circuit (IC) - RF IC • LEDs: LED Lamp - UV LED - White/blue LED • Packaging: 3D Packaging - Embedded - SIP - WLP Performed by More than 60 reports released each year on the following topics (considered for 2017): SYSTEM PLUS CONSULTING RELATED REPORTS Distributed by
  • 31. *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. Performed by DELIVERY on receipt of payment: By credit card: Number: |__|__|__|__| |__|__|__|__| |__|__|__|__| |__|__|__|__| Expiration date: |__|__|/|__|__| Card Verification Value: |__|__|__| By bank transfer: BANK INFO: HSBC, 1 place de la Bourse, F-69002 Lyon, France, Bank code : 30056, Branch code : 00170 Account No : 0170 200 1565 87, SWIFT or BIC code : CCFRFRPP, IBAN : FR76 3005 6001 7001 7020 0156 587 Return order by: • FAX: +33 (0)472 83 01 83 • MAIL: YOLE DEVELOPPEMENT, 75 Cours Emile Zola, F - 69100 Lyon - Villeurbanne Contact: • Japan: Miho - Ohtake@yole.fr • Greater China: Mavis - Wang@yole.fr • Asia: Takashi - Onozawa@yole.fr • EMEA: Lizzie - Levenez@yole.fr • North America: Steve – laferriere@yole.fr • General: info@yole.fr The present document is valid till December 15, 2017 SHIP TO PAYMENT BILLING CONTACT ABOUT YOLE DEVELOPPEMENT Name (Mr/Ms/Dr/Pr): ...................................................................................... Job Title: ...................................................................................... Company: ...................................................................................... Address: ...................................................................................... City: State: ...................................................................................... Postcode/Zip: ...................................................................................... Country: ...................................................................................... VAT ID Number for EU members: ...................................................................................... Tel: ...................................................................................... Email: ..................................................................................... Date: ....................................................................................... Signature: ...................................................................................... Distributed by First Name: .................................................................. Last Name: ............................................................................ Email:............................................................................ Phone:..................................................................................... Founded in 1998, Yole Développement has grown to become a group of companies providing marketing, technology and strategy consulting, media and corporate finance services. With a strong focus on emerging applications using silicon and/or micro manufacturing, the Yole Développement group has expanded to include more than 50 collaborators worldwide covering MEMS, Compound Semiconductors, LED, Image Sensors, Optoelectronics, Microfluidics & Medical, Advanced Packaging, Manufacturing, Nanomaterials, Power Electronics and Batteries & Energy Management. The “More than Moore” company Yole, along with its partners System Plus Consulting, Blumorpho and KnowMade, support industrial companies, investors and R&D organizations worldwide to help them understand markets and follow technology trends to grow their business. CUSTOM STUDIES • Market data & research, marketing analysis • Technology analysis • Reverse engineering & costing services • Strategy consulting • Patent analysis More information on www.yole.fr MEDIA • i-Micronews.com, online disruptive technologies website and its weekly e- newsletter, @Micronews • Communication & webcasts services • Events: Yole Seminars, Market Briefings More information on http://www.i-micronews.com/media-kit.html TECHNOLOGY & MARKET REPORTS • Collection of technology & market reports • Manufacturing cost simulation tools • Component reverse engineering & costing analysis • Patent investigation More information on http://www.i- micronews.com/reports.html ORDER FORM Please process my order for “Taiyo Yuden Band 7 Duplexer” Reverse Costing Report  Full Reverse Costing report: EUR 3,490* Ref.: SP17327
  • 32. Performed by TERMS AND CONDITIONS OF SALES . Definitions: “Acceptance”: Action by which the Buyer accepts the terms and conditions of sale in their entirety. 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