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DISCLAIMER : System Plus Consulting provides cost studies based on its knowledge of the manufacturing and selling prices of electronic components and systems. The given values are realistic estimates which do not
bind System Plus Consulting nor the manufacturers quoted in the report. System Plus Consulting is in no case responsible for the consequences related to the use which is made of the contents of this report. The
quoted trademarks are property of their owners.
© 2013 by SYSTEM PLUS CONSULTING, all rights reserved. 1
Electronic Costing & Technology Experts
www.systemplus.fr
21 rue la Nouë Bras de Fer
44200 Nantes – France Phone : +33 (0) 240 180 916 email : info@systemplus.fr
December 2013 – Version 1 – Written by Sylvain Hallereau
Toshiba TF1L1-LW1 - LED
Return to TOC
© 2013 by SYSTEM PLUS CONSULTING, all rights reserved. 2
Glossary
1. Overview / Introduction 4
– Executive Summary
– Reverse Costing Methodology
2. Companies Profile 8
– Toshiba Profile
3. TH1L1-LW1 Characteristics 11
– TH1L1-LW1 Characteristics
4. Physical Analysis 15
– Physical Analysis Methodology
– Package Views & Dimensions
– Package Opening
– Package X-Ray
– Package Cross-Section
– Phosphor
– Protective diode
– LED Views & Dimensions
– Cathode
– Anode
– Epitaxy
– LED Thickness
– LED Characteristics
5. Manufacturing Process Flow 46
– Global Overview
– LED Fabrication Unit
– LED Process Flow
– Package Fabrication Unit
– Package Process Flow
6. Cost Analysis 58
– Synthesis of the cost analysis
– Main steps of economic analysis
– Yields Hypotheses
– Epitaxy Step
– LED Epitaxy Cost
– LED Front-End Cost
– LED Wafer Cost
– LED Cost per process steps
– LED Equipment Cost per Family
– LED Material Cost per Family
– Back-End : Probe and cleaving Cost
– Packaging Cost
– Packaging Cost
– Final Assembly Cost
– Component Cost
7.Estimation Price 77
– Price definitions
– Manufacturers financial ratios
– Binning Impact on Manufacturing Price
– Ideal manufacturer Price
– Manufacturing Price with Binning Yield
Future 86
Contact 87
Toshiba TF1L1-LW1 - LED
Return to TOC
© 2013 by SYSTEM PLUS CONSULTING, all rights reserved. 3
• Package is analyzed and measured.
• Package is opened in order to identify the elements constituting it.
• Cross-section are realized to get overall package data : dimensions, main characteristics.
• The LED is analyzed and measured.
• SEM photographs to measure the LED dimensions.
• Cross-section are realized to get overall LED data : dimensions, main characteristics.
• An analysis of the technologies and of the materials used is performed.
Toshiba TF1L1-LW1 - LED
Return to TOC
© 2013 by SYSTEM PLUS CONSULTING, all rights reserved. 4
Optical views : cross_section
SEM views : top view
•LED dimensions:
- Thickness: xxµm
- Side: xxµm
- Surface: xxs q mm
xxmm
xxµm
xxmm
Toshiba TF1L1-LW1 - LED
Return to TOC
© 2013 by SYSTEM PLUS CONSULTING, all rights reserved. 5
SEM view : Top of the LED, electrode partially removed during the
analysis
Aluminum layer: xxµm
Gold layer: xxµm
Edge of the die
Toshiba TF1L1-LW1 - LED
Return to TOC
© 2013 by SYSTEM PLUS CONSULTING, all rights reserved. 6
Toshiba TF1L1-LW1 - LED
Return to TOC
© 2013 by SYSTEM PLUS CONSULTING, all rights reserved. 7
• The front-end cost ranges from $xx to $xx
according to yield variations.
• The high cost of the wafer explain the portion
of the manufacturing cost is due to yield
losses in the cost.
• The new equipment explain the portion of
the manufacturing cost is due to the
equipment at xx%.
• The manufacturing yield is between xx% and
xx% in 2013
Toshiba TF1L1-LW1 - LED
Return to TOC
© 2013 by SYSTEM PLUS CONSULTING, all rights reserved. 8
Toshiba TF1L1-LW1 - LED
Return to TOC
© 2013 by SYSTEM PLUS CONSULTING, all rights reserved. 9
Reverse costing analysis represents the best cost/price evaluation given the publically available
data, and estimates completed by industry experts.
Given the hypothesis presented in this analysis, the major sources of correction would lead to a
+/- 10% correction on the manufacturing cost (if all parameters are cumulated)
These results are open for discussion. We can reevaluate this circuit with your information.
Please contact us:
USA Office
• Michael McLaughlin, Business Development Manager, Phone: (650) 931 2552 - Cell: (408) 839 7178 - Email:
mclaughlin@yole.fr
• Jeff Edwards, Sales Associate, Yole Inc., Cell: (972) 333 0986- Email: edwards@yole.fr
Japan Office
• For custom research: Yutaka Katano, General Manager, Yole Japan & President, Yole K.K.
Phone: (81) 362 693 457 - Cell : (81) 80 3440 6466 - Fax: (81) 362 693 448 - Email: katano@yole.fr
• For reports business: Takashi Onozawa, Sales Asia & General Manager, Yole K.K.
Email: onozawa@yole.fr
European Office
• Yves Devigne, Europe Business Development Manager, Cell : +33 6 75 80 08 25 - Email : devigne@yole.fr
• Yole Développement Headquarter, France: David Jourdan, Sales Coordination & Customer Service, Tel: +33 472 83 01
90, Email: jourdan@yole.fr
Korea Office
• Hailey Yang, Business Development Manager, Phone : (82) 2 2010 883 - Cell: (82) 10 4097 5810
- Fax: (82) 2 2010 8899 – Email: yang@yole.fr

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Toshiba first GaN on Silicon LED teardown reverse costing report by Yole Developpement

  • 1. DISCLAIMER : System Plus Consulting provides cost studies based on its knowledge of the manufacturing and selling prices of electronic components and systems. The given values are realistic estimates which do not bind System Plus Consulting nor the manufacturers quoted in the report. System Plus Consulting is in no case responsible for the consequences related to the use which is made of the contents of this report. The quoted trademarks are property of their owners. © 2013 by SYSTEM PLUS CONSULTING, all rights reserved. 1 Electronic Costing & Technology Experts www.systemplus.fr 21 rue la Nouë Bras de Fer 44200 Nantes – France Phone : +33 (0) 240 180 916 email : info@systemplus.fr December 2013 – Version 1 – Written by Sylvain Hallereau
  • 2. Toshiba TF1L1-LW1 - LED Return to TOC © 2013 by SYSTEM PLUS CONSULTING, all rights reserved. 2 Glossary 1. Overview / Introduction 4 – Executive Summary – Reverse Costing Methodology 2. Companies Profile 8 – Toshiba Profile 3. TH1L1-LW1 Characteristics 11 – TH1L1-LW1 Characteristics 4. Physical Analysis 15 – Physical Analysis Methodology – Package Views & Dimensions – Package Opening – Package X-Ray – Package Cross-Section – Phosphor – Protective diode – LED Views & Dimensions – Cathode – Anode – Epitaxy – LED Thickness – LED Characteristics 5. Manufacturing Process Flow 46 – Global Overview – LED Fabrication Unit – LED Process Flow – Package Fabrication Unit – Package Process Flow 6. Cost Analysis 58 – Synthesis of the cost analysis – Main steps of economic analysis – Yields Hypotheses – Epitaxy Step – LED Epitaxy Cost – LED Front-End Cost – LED Wafer Cost – LED Cost per process steps – LED Equipment Cost per Family – LED Material Cost per Family – Back-End : Probe and cleaving Cost – Packaging Cost – Packaging Cost – Final Assembly Cost – Component Cost 7.Estimation Price 77 – Price definitions – Manufacturers financial ratios – Binning Impact on Manufacturing Price – Ideal manufacturer Price – Manufacturing Price with Binning Yield Future 86 Contact 87
  • 3. Toshiba TF1L1-LW1 - LED Return to TOC © 2013 by SYSTEM PLUS CONSULTING, all rights reserved. 3 • Package is analyzed and measured. • Package is opened in order to identify the elements constituting it. • Cross-section are realized to get overall package data : dimensions, main characteristics. • The LED is analyzed and measured. • SEM photographs to measure the LED dimensions. • Cross-section are realized to get overall LED data : dimensions, main characteristics. • An analysis of the technologies and of the materials used is performed.
  • 4. Toshiba TF1L1-LW1 - LED Return to TOC © 2013 by SYSTEM PLUS CONSULTING, all rights reserved. 4 Optical views : cross_section SEM views : top view •LED dimensions: - Thickness: xxµm - Side: xxµm - Surface: xxs q mm xxmm xxµm xxmm
  • 5. Toshiba TF1L1-LW1 - LED Return to TOC © 2013 by SYSTEM PLUS CONSULTING, all rights reserved. 5 SEM view : Top of the LED, electrode partially removed during the analysis Aluminum layer: xxµm Gold layer: xxµm Edge of the die
  • 6. Toshiba TF1L1-LW1 - LED Return to TOC © 2013 by SYSTEM PLUS CONSULTING, all rights reserved. 6
  • 7. Toshiba TF1L1-LW1 - LED Return to TOC © 2013 by SYSTEM PLUS CONSULTING, all rights reserved. 7 • The front-end cost ranges from $xx to $xx according to yield variations. • The high cost of the wafer explain the portion of the manufacturing cost is due to yield losses in the cost. • The new equipment explain the portion of the manufacturing cost is due to the equipment at xx%. • The manufacturing yield is between xx% and xx% in 2013
  • 8. Toshiba TF1L1-LW1 - LED Return to TOC © 2013 by SYSTEM PLUS CONSULTING, all rights reserved. 8
  • 9. Toshiba TF1L1-LW1 - LED Return to TOC © 2013 by SYSTEM PLUS CONSULTING, all rights reserved. 9 Reverse costing analysis represents the best cost/price evaluation given the publically available data, and estimates completed by industry experts. Given the hypothesis presented in this analysis, the major sources of correction would lead to a +/- 10% correction on the manufacturing cost (if all parameters are cumulated) These results are open for discussion. We can reevaluate this circuit with your information. Please contact us: USA Office • Michael McLaughlin, Business Development Manager, Phone: (650) 931 2552 - Cell: (408) 839 7178 - Email: mclaughlin@yole.fr • Jeff Edwards, Sales Associate, Yole Inc., Cell: (972) 333 0986- Email: edwards@yole.fr Japan Office • For custom research: Yutaka Katano, General Manager, Yole Japan & President, Yole K.K. Phone: (81) 362 693 457 - Cell : (81) 80 3440 6466 - Fax: (81) 362 693 448 - Email: katano@yole.fr • For reports business: Takashi Onozawa, Sales Asia & General Manager, Yole K.K. Email: onozawa@yole.fr European Office • Yves Devigne, Europe Business Development Manager, Cell : +33 6 75 80 08 25 - Email : devigne@yole.fr • Yole Développement Headquarter, France: David Jourdan, Sales Coordination & Customer Service, Tel: +33 472 83 01 90, Email: jourdan@yole.fr Korea Office • Hailey Yang, Business Development Manager, Phone : (82) 2 2010 883 - Cell: (82) 10 4097 5810 - Fax: (82) 2 2010 8899 – Email: yang@yole.fr