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21 rue la Noue Bras de Fer 44200 NANTES - FRANCE +33 2 40 18 09 16 [email protected] www.systemplus.fr Texas Instruments LMG5200 80V GaN Power Stage Power Semiconductor report by Elena Barbarini February 2018 – sample

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Page 1: Texas Instruments LMG5200 - System Plus€¦ · ©2018 by System Plus Consulting | TI LMG5200 3 Overview / Introduction o Executive Summary o Market o Reverse Costing Methodology

©2018 by System Plus Consulting | TI LMG5200 1

21 rue la Noue Bras de Fer44200 NANTES - FRANCE +33 2 40 18 09 16 [email protected] www.systemplus.fr

Texas Instruments LMG520080V GaN Power StagePower Semiconductor report by Elena Barbarini February 2018 – sample

Page 2: Texas Instruments LMG5200 - System Plus€¦ · ©2018 by System Plus Consulting | TI LMG5200 3 Overview / Introduction o Executive Summary o Market o Reverse Costing Methodology

©2018 by System Plus Consulting | TI LMG5200 2

SUMMARY

Overview / Introduction 3

o Executive Summary

o Reverse Costing Methodology

Company Profile 8

o Texas Instruments

Physical Analysis 15

o Synthesis of the Physical Analysis

o Package analysis

Package opening

Package Cross-Section

o FET Die

FET Die View & Dimensions

FET Die Process

FET Die Cross-Section

FET Die Process Characteristic

o IC Die

IC Die View & Dimensions

IC Die Process

IC Die Cross-Section

IC Die Process Characteristic

Power Stage Manufacturing Process 63

o FET Die Front-End Process

o FET Die Fabrication Unit

o IC Die Front-End Process

o IC Die Fabrication Unit

o Final Test & Packaging Fabrication unit

Cost Analysis 85

o Synthesis of the cost analysis

o Yields Explanation & Hypotheses

o FET die

FET Front-End Cost

FET Die Probe Test, Thinning & Dicing

FET Wafer Cost

FET Die Cost

o IC die

IC Front-End Cost

IC Die Probe Test, Thinning & Dicing

IC Wafer Cost

IC Die Cost

o Complete Power Stage

Packaging Cost

Final Test Cost

Component Cost

Price Analysis 105

o Estimation of selling price

Comparison 108

o Comparison between Panasonic, Transphorm and

GaN Systems HEMT

Feedback 110

System Plus services 112

Page 3: Texas Instruments LMG5200 - System Plus€¦ · ©2018 by System Plus Consulting | TI LMG5200 3 Overview / Introduction o Executive Summary o Market o Reverse Costing Methodology

©2018 by System Plus Consulting | TI LMG5200 3

Overview / Introductiono Executive Summaryo Marketo Reverse Costing

Methodology

Company Profile & Supply Chain

Physical Analysis

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Comparison

Feedback

About System Plus

Executive Summary

To minimize the parasites linked to high frequency operations and to propose a driver integrated solution, Texas Instrumentshas introduced the first 80V Half bridge GaN FET power stage device in advanced QFM package.

In this report System Plus Consulting unveils TI’s technical choices; from the device design up to the packaging. It is the firsttime that we can find a Half bridge design GaN FET with its driver, all assembled in an advanced multichip packaging.

The new LMG3410 from TI features a GaN FET with a breakdown voltage of 80V for a current of 10A (25°C). The transistor isdriven by a National Semiconductors silicon IC Gate driver with 1 µm technology node.

The epitaxy structure is composed of different GaN and AlGaN layers and multiple heterojunction structure of AlGaN betweenGaN and the AlN layer. A complex buffer and template layers’ structure is used to reduce the stress and the dislocation.

Based on a complete teardown analysis, the report also provides an estimation of the production cost of the IC Gate driver, theFET and the package.

Moreover, the report proposes a comparison with the GaN Systems, Transphorm and Panasonic packaging and epitaxy. Thiscomparison highlights the differences in design and manufacturing process and their impact on device size and productioncost.

Page 4: Texas Instruments LMG5200 - System Plus€¦ · ©2018 by System Plus Consulting | TI LMG5200 3 Overview / Introduction o Executive Summary o Market o Reverse Costing Methodology

©2018 by System Plus Consulting | TI LMG5200 4

Overview / Introduction

Company Profile & SupplyChain

Physical Analysis o Synthesiso Packageo GaN FETo IC

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Comparison

Feedback

About System Plus

Synthesis of the Physical Analysis

Package QFM:

o Advanced multichip packaging

o Dimensions: 6mm x 8mm x2mm

o Number of Pins: x pin

FET:

o Dimension: xxxmm x xxxmm = xxx mm²

o Electrical Connection: xxx

o Placement in the package: xxx on copper leadframe.

Package

IC

Package opening – Optical View

IC:

o Dimension: xxx mm² (xxxmm x xxmm)

o Electrical Connection: xxx

o Placement in the package: xxx.

GaN FET

Page 5: Texas Instruments LMG5200 - System Plus€¦ · ©2018 by System Plus Consulting | TI LMG5200 3 Overview / Introduction o Executive Summary o Market o Reverse Costing Methodology

©2018 by System Plus Consulting | TI LMG5200 5

Overview / Introduction

Company Profile & SupplyChain

Physical Analysis o Synthesiso Packageo GaN FETo IC

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Comparison

Feedback

About System Plus

Package Opening – From back side

Package Opening – Cu layer #3

Package Opening – Cu layer #4

Package Opening – Vias #2

• Micro vias: xxx

Page 6: Texas Instruments LMG5200 - System Plus€¦ · ©2018 by System Plus Consulting | TI LMG5200 3 Overview / Introduction o Executive Summary o Market o Reverse Costing Methodology

©2018 by System Plus Consulting | TI LMG5200 6

Overview / Introduction

Company Profile & SupplyChain

Physical Analysis o Synthesiso Packageo GaN FETo IC

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Comparison

Feedback

About System Plus

Device design

Package Opening

Page 7: Texas Instruments LMG5200 - System Plus€¦ · ©2018 by System Plus Consulting | TI LMG5200 3 Overview / Introduction o Executive Summary o Market o Reverse Costing Methodology

©2018 by System Plus Consulting | TI LMG5200 7

Overview / Introduction

Company Profile & SupplyChain

Physical Analysis o Synthesiso Packageo GaN FETo IC

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Comparison

Feedback

About System Plus

Package Cross-Section

Package cross section FET– Cross section #1 - Optical View

Package cross section FET– Cross section #1 - Optical View Package cross section FET– Cross section #1 - SEM View

HEMT

Solder balls

Solder balls

HEMT HEMT

Page 8: Texas Instruments LMG5200 - System Plus€¦ · ©2018 by System Plus Consulting | TI LMG5200 3 Overview / Introduction o Executive Summary o Market o Reverse Costing Methodology

©2018 by System Plus Consulting | TI LMG5200 8

Overview / Introduction

Company Profile & SupplyChain

Physical Analysis o Synthesiso Packageo GaN FETo IC

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Comparison

Feedback

About System Plus

Package Cross-Section

Package cross section IC– Cross section #3 - SEM View

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©2018 by System Plus Consulting | TI LMG5200 9

Overview / Introduction

Company Profile & SupplyChain

Physical Analysis o Synthesiso Packageo GaN FETo IC

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Comparison

Feedback

About System Plus

Package Cross-Section – Laminate Substrate

• The package laminate is a xxx layers PCB.

PCB thickness: xxx µm

Copper layers thickness: xxxµm

Microvia diameter: xxxxµm

Substrate Cross-Section – SEM View©2017 by System Plus Consulting

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©2018 by System Plus Consulting | TI LMG5200 10

Overview / Introduction

Company Profile & SupplyChain

Physical Analysis o Synthesiso Packageo GaN FETo IC

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Comparison

Feedback

About System Plus

xxx

mm

FET die Dimensions

FET Die – Optical view

o Die dimensions: xxx mm² (xxxmm x xxxmm)

o There is this no marking on the die

xxx mm

sourcesource

DrainDrain

Gate

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©2018 by System Plus Consulting | TI LMG5200 11

Overview / Introduction

Company Profile & SupplyChain

Physical Analysis o Synthesiso Packageo GaN FETo IC

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Comparison

Feedback

About System Plus

Die process

Transistor process after delayering – SEM View

Transistor process after delayering – SEM View

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©2018 by System Plus Consulting | TI LMG5200 12

Overview / Introduction

Company Profile & SupplyChain

Physical Analysis o Synthesiso Packageo GaN FETo IC

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Comparison

Feedback

About System Plus

Die cross section

Die cross section – SEM View

o Substrate thickness: xxx µm

xxx µmSi Substrate

Page 13: Texas Instruments LMG5200 - System Plus€¦ · ©2018 by System Plus Consulting | TI LMG5200 3 Overview / Introduction o Executive Summary o Market o Reverse Costing Methodology

©2018 by System Plus Consulting | TI LMG5200 13

Overview / Introduction

Company Profile & SupplyChain

Physical Analysis o Synthesiso Packageo GaN FETo IC

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Comparison

Feedback

About System Plus

Die cross section

Die cross section – SEM View

Page 14: Texas Instruments LMG5200 - System Plus€¦ · ©2018 by System Plus Consulting | TI LMG5200 3 Overview / Introduction o Executive Summary o Market o Reverse Costing Methodology

©2018 by System Plus Consulting | TI LMG5200 14

Overview / Introduction

Company Profile & SupplyChain

Physical Analysis o Synthesiso Packageo GaN FETo IC

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Comparison

Feedback

About System Plus

Die cross section – Gate & source

xxx µm

xxx µm

xxxµm

Die cross section – SEM View

Page 15: Texas Instruments LMG5200 - System Plus€¦ · ©2018 by System Plus Consulting | TI LMG5200 3 Overview / Introduction o Executive Summary o Market o Reverse Costing Methodology

©2018 by System Plus Consulting | TI LMG5200 15

Overview / Introduction

Company Profile & SupplyChain

Physical Analysis o Synthesiso Packageo GaN FETo IC

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Comparison

Feedback

About System Plus

Die cross section -Gate

Die cross section – SEM View

Page 16: Texas Instruments LMG5200 - System Plus€¦ · ©2018 by System Plus Consulting | TI LMG5200 3 Overview / Introduction o Executive Summary o Market o Reverse Costing Methodology

©2018 by System Plus Consulting | TI LMG5200 16

Overview / Introduction

Company Profile & SupplyChain

Physical Analysis o Synthesiso Packageo GaN FETo IC

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Comparison

Feedback

About System Plus

EDX epitaxy

Page 17: Texas Instruments LMG5200 - System Plus€¦ · ©2018 by System Plus Consulting | TI LMG5200 3 Overview / Introduction o Executive Summary o Market o Reverse Costing Methodology

©2018 by System Plus Consulting | TI LMG5200 17

Overview / Introduction

Company Profile & SupplyChain

Physical Analysis o Synthesiso Packageo GaN FETo IC

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Comparison

Feedback

About System Plus

xxx

mm

IC die Dimensions

IC Die Overview

o Die dimensions: xxx mm² (xxxmm x xxxmm)

o Connected pads: 12

xxx mm

Page 18: Texas Instruments LMG5200 - System Plus€¦ · ©2018 by System Plus Consulting | TI LMG5200 3 Overview / Introduction o Executive Summary o Market o Reverse Costing Methodology

©2018 by System Plus Consulting | TI LMG5200 18

Overview / Introduction

Company Profile & SupplyChain

Physical Analysis o Synthesiso Packageo GaN FETo IC

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Comparison

Feedback

About System Plus

Die Process

LDMOS transistors are present on the circuit.

Die process– SEM View

Die process– SEM View

Page 19: Texas Instruments LMG5200 - System Plus€¦ · ©2018 by System Plus Consulting | TI LMG5200 3 Overview / Introduction o Executive Summary o Market o Reverse Costing Methodology

©2018 by System Plus Consulting | TI LMG5200 19

Overview / Introduction

Company Profile & SupplyChain

Physical Analysis o Synthesiso Packageo GaN FETo IC

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Comparison

Feedback

About System Plus

Die cross section

Die cross section – SEM View

o Substrate thickness: xxx µm

xxx µm

Page 20: Texas Instruments LMG5200 - System Plus€¦ · ©2018 by System Plus Consulting | TI LMG5200 3 Overview / Introduction o Executive Summary o Market o Reverse Costing Methodology

©2018 by System Plus Consulting | TI LMG5200 20

Overview / Introduction

Company Profile & SupplyChain

Physical Analysis o Synthesiso Packageo GaN FETo IC

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Comparison

Feedback

About System Plus

Die cross section

The process uses 3 metal layers in Aluminum with planarizationThere are tungsten plugs between the metal layers.

M2 (Al)

M1 (Al)

M3 (Al)

Die cross section – SEM View

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©2018 by System Plus Consulting | TI LMG5200 21

Overview / Introduction

Company Profile & SupplyChain

Physical Analysis

Manufacturing Process Flowo FET Fab Unito FET Process Flowo IC Fab Unito Packaging Fab Unit

Cost Analysis

Selling Price Analysis

Comparison

Feedback

About System Plus

GaN Transistor - Process Flow (2/4)

Implantation

• Implantation in the AlGaN layer

• Implantation in the gate GaN layer

Gate

•Pattern and GaNetching

Gate

•TiN deposition

•Pattern Gate Metal

Drawing not to Scale

TiN

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©2018 by System Plus Consulting | TI LMG5200 22

Overview / Introduction

Company Profile & SupplyChain

Physical Analysis

Manufacturing Process Flowo FET Fab Unito FET Process Flowo IC Fab Unito Packaging Fab Unit

Cost Analysis

Selling Price Analysis

Comparison

Feedback

About System Plus

GaN Transistor - Solder Bumps

Solder Bumps

•Probe test

•Polyimide deposition and pattern

•UBM

Solder Bumps

• Solder bumps electroplating

• Solder reflow

Dicing

• Dicing

Drawing not to Scale

presaw

Solder bumps

UBM

Solder bumps

Page 23: Texas Instruments LMG5200 - System Plus€¦ · ©2018 by System Plus Consulting | TI LMG5200 3 Overview / Introduction o Executive Summary o Market o Reverse Costing Methodology

©2018 by System Plus Consulting | TI LMG5200 23

Overview / Introduction

Company Profile & SupplyChain

Physical Analysis

Manufacturing Process Flow

Cost Analysiso Synthesiso Die Costo Packaging Costo Component Cost

Selling Price Analysis

Comparison

Feedback

About System Plus

FET - Yields Hypotheses

In our simulation, we assume a development and a production ramp up without important technical problem.

Page 24: Texas Instruments LMG5200 - System Plus€¦ · ©2018 by System Plus Consulting | TI LMG5200 3 Overview / Introduction o Executive Summary o Market o Reverse Costing Methodology

©2018 by System Plus Consulting | TI LMG5200 24

Overview / Introduction

Company Profile & SupplyChain

Physical Analysis

Manufacturing Process Flow

Cost Analysiso Synthesiso Die Costo Packaging Costo Component Cost

Selling Price Analysis

Comparison

Feedback

About System Plus

Wafer Front-End Cost

The front-end cost ranges from $xxx to $xxx according toyield variations.

The main part of the wafer cost is due to the xxxx withxxx%. The epitaxy steps represent a large part ofconsumable and equipment cost (see details in thefollowing pages).

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©2018 by System Plus Consulting | TI LMG5200 25

Overview / Introduction

Company Profile & SupplyChain

Physical Analysis

Manufacturing Process Flow

Cost Analysiso Synthesiso Die Costo Packaging Costo Component Cost

Selling Price Analysis

Comparison

Feedback

About System Plus

FET Wafer Cost per process steps

Page 26: Texas Instruments LMG5200 - System Plus€¦ · ©2018 by System Plus Consulting | TI LMG5200 3 Overview / Introduction o Executive Summary o Market o Reverse Costing Methodology

©2018 by System Plus Consulting | TI LMG5200 26

Overview / Introduction

Company Profile & SupplyChain

Physical Analysis

Manufacturing Process Flow

Cost Analysiso Synthesiso Die Costo Packaging Costo Component Cost

Selling Price Analysis

Comparison

Feedback

About System Plus

FET Die Cost

The FET Component cost ranges from $xxx to $xxxaccording to yield variations.

The Front-end manufacturing represents xxx% of thecomponent cost (medium yield estimation).

Probe test, dicing and scrap account for xxxx% of thecomponent cost.

61%

6%

6%

0%

27%

Die Cost Breakdown (Medium Yield)

Front-End Cost BE : Solder Bumps Cost

BE : Probe Test BE : Dicing Cost

BE : Yield losses

Cost Breakdown Cost Breakdown Cost Breakdown

Front-End Cost $1 272.78 82.7% $1 256.79 83.1% $1 234.24 83.5%

BE : Solder bumps Cost $129.73 8.4% $118.21 7.8% $106.79 7.2%

BE : Probe Test Cost $129.73 8.4% $129.73 8.6% $129.73 8.8%

BE : Dicing Cost $7.41 0.5% $7.41 0.5% $7.41 0.5%

Total Wafer Cost $1 539.64 100% $1 512.13 100% $1 478.17 100%

Nb of potential dies per wafer 3 884 3 884 3 884

Nb of good dies per wafer 2 650 2 854 3 060

Front-End Cost $0.328 56.4% $0.324 61.1% $0.318 65.8%

BE : Solder Bumps Cost $0.033 5.7% $0.030 5.7% $0.027 5.7%

BE : Probe Test $0.033 5.7% $0.033 6.3% $0.033 6.9%

BE : Dicing Cost $0.002 0.3% $0.002 0.4% $0.002 0.4%

BE : Yield losses $0.185 31.8% $0.141 26.5% $0.102 21.2%

Die Cost $0.581 100% $0.530 100% $0.483 100%

Low Yield Medium Yield High Yield

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©2018 by System Plus Consulting | TI LMG5200 27

Overview / Introduction

Company Profile & SupplyChain

Physical Analysis

Manufacturing Process Flow

Cost Analysiso Synthesiso Die Costo Packaging Costo Component Cost

Selling Price Analysis

Comparison

Feedback

About System Plus

68%

4%1%

12%

2%

13%

Die Cost Breakdown (Medium Yield)

Front-End Cost BE : Probe Test BE : Backgrinding Cost

BE : Bumping Cost BE : Dicing Cost BE : Yield losses

IC Die Cost

The die cost is estimated between $xxx and $xxx according to the yield.

Silicon cost accounts for xxx% of the cost.

The probe test, backgrinding and dicing represent xxx% of the cost.

The scrap cost (xxx%) is the total of all the losses during the back-end process.

Cost Breakdown Cost Breakdown Cost Breakdown

Front-End Cost $225.61 79.1% $223.23 79.0% $220.91 78.8%

BE : Probe Test Cost $11.54 4.0% $11.54 4.1% $11.54 4.1%

BE : Backgrinding Cost $2.11 0.7% $2.11 0.7% $2.11 0.8%

BE : Bumping Cost $40.47 14.2% $40.47 14.3% $40.47 14.4%

BE : Dicing Cost $5.38 1.9% $5.38 1.9% $5.38 1.9%

Total Wafer Cost $285.11 100% $282.73 100% $280.41 100%

Nb of potential dies per wafer 4 460 4 460 4 460

Nb of good dies per wafer 3 774 3 863 3 952

Front-End Cost $0.051 67.0% $0.050 68.4% $0.050 69.8%

BE : Probe Test $0.003 3.4% $0.003 3.5% $0.003 3.6%

BE : Backgrinding Cost $0.000 0.6% $0.000 0.6% $0.000 0.7%

BE : Bumping Cost $0.009 12.0% $0.009 12.4% $0.009 12.8%

BE : Dicing Cost $0.001 1.6% $0.001 1.6% $0.001 1.7%

BE : Yield losses $0.012 15.4% $0.010 13.4% $0.008 11.4%

Die Cost $0.076 100% $0.073 100% $0.071 100%

Low Yield Medium Yield High Yield

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©2018 by System Plus Consulting | TI LMG5200 28

Overview / Introduction

Company Profile & SupplyChain

Physical Analysis

Manufacturing Process Flow

Cost Analysiso Synthesiso Die Costo Packaging Costo Component Cost

Selling Price Analysis

Comparison

Feedback

About System Plus

Cost Breakdown Cost Breakdown Cost Breakdown

Unpacking PCB + dies $0.0000 0.0% $0.0000 0.0% $0.0000 0.0%

Cleaning PCB $0.0600 7.6% $0.0600 7.8% $0.0600 8.0%

Dispense $0.1400 17.8% $0.1400 18.2% $0.1400 18.6%

Flip chip FET $0.0100 1.3% $0.0100 1.3% $0.0100 1.3%

Flip chip ASIC $0.0100 1.3% $0.0100 1.3% $0.0100 1.3%

Placing Capa $0.0000 0.0% $0.0000 0.0% $0.0000 0.0%

Reflow of die on PCB $0.0500 6.4% $0.0500 6.5% $0.0500 6.7%

Void test (X-Ray inspection ) $0.0200 2.5% $0.0200 2.6% $0.0200 2.7%

Underfill $0.2000 25.5% $0.2000 26.1% $0.2000 26.6%

Curing $0.0900 11.5% $0.0900 11.7% $0.0900 12.0%

DBC+die Cleaning + rinsing + drying $0.0800 10.2% $0.0800 10.4% $0.0800 10.6%

Encapsulation molding $0.0200 2.5% $0.0200 2.6% $0.0200 2.7%

Post-mold Curing $0.0100 1.3% $0.0100 1.3% $0.0100 1.3%

Yield losses Cost $0.0946 12.1% $0.0774 10.1% $0.0617 8.2%

Package Manufacturing Cost $0.785 100% $0.767 100% $0.752 100%

Package ManufacturingLow Yield Medium Yield High Yield

Packaging Cost

Low Yield Medium Yield High Yield

FET Die Cost $1.162 $1.060 $0.966

ASIC Die Cost $0.0755 $0.0732 $0.0710

PCB Cost $0.6800 $0.6800 $0.6800

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©2018 by System Plus Consulting | TI LMG5200 29

Overview / Introduction

Company Profile & SupplyChain

Physical Analysis

Manufacturing Process Flow

Cost Analysiso Synthesiso Die Costo Packaging Costo Component Cost

Selling Price Analysis

Comparison

Feedback

About System Plus

Component Cost

The component cost ranges from $xxx to $xxx accordingto yield variations.

The FET die manufacturing represents xxx% of thecomponent cost.

The IC die manufacturing represents xxx% of thecomponent cost.

The packaging represents xxx% of the component cost.

Final test and yield losses account for xxx% of thecomponent cost.

Cost Breakdown Cost Breakdown Cost Breakdown

FET Die cost $1.162 54.4% $1.060 53.0% $0.966 51.5%

ASIC Die Cost $0.076 3.5% $0.073 3.7% $0.071 3.8%

Packaging cost $0.785 36.7% $0.767 38.4% $0.752 40.1%

Final test & Calibration cost $0.060 2.8% $0.060 3.0% $0.060 3.2%

Yield losses cost $0.053 2.5% $0.040 2.0% $0.028 1.5%

Component Cost $2.135 100% $2.000 100% $1.877 100%

Low Yield Medium Yield High Yield

53%

4%

38%

3% 2%

Component Cost Breakdown (Medium Yield)

FET Die cost ASIC Die Cost

Packaging cost Final test & Calibration cost

Yield losses cost

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©2018 by System Plus Consulting | TI LMG5200 30

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Comparison

Feedback

About System Plus

Estimated Manufacturer Price

The component manufacturing cost rangesfrom $xxx to $xxx according to yield variations.

The component selling price ranges from $xxto $xxxx according to yield variations.

Gross Margin 61.7%

TI

Cost Breakdown Cost Breakdown Cost Breakdown

Component cost $2.135 $2.000 $1.877

Manufacturer Gross Profit $3.440 +62% $3.222 +62% $3.024 +62%

Component price $5.576 $5.223 $4.901

Low Yield Medium Yield High Yield

$ 0.000

$ 1.000

$ 2.000

$ 3.000

$ 4.000

$ 5.000

$ 6.000

Low Yield Medium Yield High Yield

$ 2.135 $ 2.000 $ 1.877

$ 5.576$ 5.223

$ 4.901

Cost & Price According to Yield Variation

Component cost Component price

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©2018 by System Plus Consulting | TI LMG5200 31

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Comparisono Transphorm, GaN System

and Panasonic 600V GaN FET

Feedback

About System Plus

Comparison between Transphorm, GaN Systems,Panasonic and TI GaN FET package

FET Packaging Size Pakage Cost

PGA26E19BA DFN 8 8x8x1.25 $xx

GS66504B GaNpx embedded 8.7x10x0.47 $xx

TPH3206PS TO220D cascode 14x10x4.5 $xx

LMG5200 QFM 8x6x0.9 $xx

PGA26E19BA

TPH3206PS

GS66504B

The packaging has an high impact on thefinal cost and performances of thedevices.

The device of TI, even if it has anintegrated driver, the cost competitive.

TI LMG5200

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©2018 by System Plus Consulting | TI LMG5200 32

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Comparison

Feedback

About System Pluso Company serviceso Related reportso Contacto Legal

REVERSE COSTING ANALYSES - SYSTEM PLUS CONSULTING

Power Semiconductors & Compound• Panasonic PGA26C09DV 600V GaN HEMT• Transphorm TPH3002PS 600V GaN on Silicon HEMT• GaN Systems – 650V GaN on Silicon HEMT AT&S ECP®

Embedded Power Die Package

Related Reports

MARKET AND TECHNOLOGY REPORTS - YOLE DÉVELOPPEMENT

POWER ELECTRONICS• Power GaN 2017: Epitaxy, Devices, Applications, and Technology

Trends• Gate Driver Market and Technology Trends 2017

PATENT ANALYSIS - KNOWMADE

POWER ELECTRONICS• GaN Devices for Power Electronics Patent Investigation

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©2018 by System Plus Consulting | TI LMG5200 33

COMPANYSERVICES

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©2018 by System Plus Consulting | TI LMG5200 34

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Comparison

Feedback

About System Pluso Company serviceso Related reportso Contacto Legal

Business Models Fields of Expertise

Custom Analyses(>130 analyses per year)

Reports(>40 reports per year)

Costing Tools

Trainings

Page 35: Texas Instruments LMG5200 - System Plus€¦ · ©2018 by System Plus Consulting | TI LMG5200 3 Overview / Introduction o Executive Summary o Market o Reverse Costing Methodology

©2018 by System Plus Consulting | TI LMG5200 35

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis

Manufacturing Process Flow

Cost Analysis

Selling Price Analysis

Comparison

Feedback

About System Pluso Company serviceso Related reportso Contacto Legal

Contact

Headquarters21 rue La Noue Bras de Fer44200 NantesFRANCE+33 2 40 18 09 [email protected]

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

America Sales OfficeSteve LAFERRIEREPhoenixUSA(310) [email protected]

www.systemplus.fr

Asia Sales OfficeTakashi [email protected]

Mavis WANGGREATER [email protected]

NANTESHeadquarter

FRANKFURT/MAINEuropa Sales Office

LYONYOLE HQ

TOKYOYOLE KK

GREATER CHINAYOLE

PHOENIXYOLE Inc.

KOREAYOLE

Page 36: Texas Instruments LMG5200 - System Plus€¦ · ©2018 by System Plus Consulting | TI LMG5200 3 Overview / Introduction o Executive Summary o Market o Reverse Costing Methodology

ORDER FORM

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Please process my order for “Texas Instruments’ LMG5200 80V GaN FET Power Stage” Report

Full Reverse Costing report: EUR 3,490*

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System Plus Consulting is specialized in the cost analysis of electronics from semiconductor devices to electronic systems. A complete range of services and costing tools to provide in-depth production cost studies and to estimate the objective selling price of a product is available.

Our services:

TECHNOLOGY ANALYSIS - COSTING SERVICES - COSTING TOOLS - TRAININGS

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o 3 reports EUR 8 400*o 5 reports EUR 12 500*

o 7 reports EUR 16 000*o 10 reports EUR 21 000*o 15 reports EUR 27 500*

*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: February 2018

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TERMS AND CONDITIONS OF SALES

1.INTRODUCTIONThe present terms and conditions apply to the offers, sales and deliveries of services managed by System Plus Consultingexcept 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 and workedout without taxes. Consequently, the taxes and possible added costs agreed when the order is placed will be charged onthese initial prices.System Plus Consulting may change its prices whenever the company thinks it necessary. However, the company commitsitself 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 according to thenumber of orders placed by the Buyer, or other specific conditions. No discount is granted in case of early payment.

4.TERMS OF PAYMENTSystem Plus Consulting delivered services are to be paid within 30 days end of month by bank transfer except in the case of aparticular written agreement.If the payment does not reach System Plus Consulting on the deadline, the Buyer has to pay System Plus Consulting a penaltyfor late payment the amount of which is three times the legal interest rate. The legal interest rate is the current one on thedelivery date. This penalty is worked out on the unpaid invoice amount, starting from the invoice deadline. This penalty issent 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. Consequentlyany reasonable delay in the delivery of services will not allow the buyer to claim for damages or to cancel 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 the shipment takesplace. Without any specific requirement, insurance terms for the return of goods will be the carrier current 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 duties described inthe current terms and conditions if these are the result of a force majeure case. Therefore, the force majeure includes allexternal event unpredictable and irresistible as defined by the article 1148 of the French Code Civil?

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 indirect damage,financial or otherwise, that may result from the use of the results of our analysis or results obtained using one of our costingtools.

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.

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