3D TSV Devices: Market Research Report

January 2015 | 138 pages | ID: 3DCDB20732EEN
Global Industry Analysts, Inc

Abstracts

This report analyzes the worldwide markets for 3D TSV Devices in US$ Million. The report provides separate comprehensive analytics for the US, Canada, Japan, Europe, Asia-Pacific, and Rest of World. Annual estimates and forecasts are provided for the period 2013 through 2020. Market data and analytics are derived from primary and secondary research. Company profiles are primarily based on public domain information including company URLs. The report profiles 28 companies including many key and niche players such as -

• Amkor Technology, Inc.
• GLOBALFOUNDRIES
• Invensas Corporation
• Iwate Toshiba Electronics Co., Ltd.
• Micron Technology, Inc.

Contents

I. INTRODUCTION, METHODOLOGY & PRODUCT DEFINITIONS

Study Reliability and Reporting Limitations
Disclaimers
Data Interpretation & Reporting Level
Quantitative Techniques & Analytics
Product Definitions and Scope of Study

II. EXECUTIVE SUMMARY

1. INDUSTRY OVERVIEW

Prelude
Expanding Role of 3D TSV in 3D IC Integration Set to Fuel Market Growth
Comparison of 3D TSV with Other 3D IC Integration Technologies: A Snapshot
Market Outlook
Competitive Scenario
Market Structure

Table 1. Global Semiconductor Fabrication Materials Market (2015 & 2020): Annual Sales in US$ Million by Region/Country for US, Japan, Europe, China, South Korea, Taiwan and Rest of World (includes corresponding Graph/Chart)

Foundries Aim to Stay Ahead in 3D TSV Device Manufacturing
IDMs Seek to Include 3D TSV Technology in their Wafer Processing Units

Table 2. Global Silicon Wafers Market (2015 & 2020): Annual Sales in US$ Million by Region/ Country for US, Japan, Europe, China, South Korea, Taiwan and Rest of World (includes corresponding Graph/Chart)

OSATs Compete for Place in 3D TSV Landscape
Advantages & Limitations for Foundries, IDMs, and OSATs Operating in 3D TSV Landscape: A Snapshot
TSV Technology to Modify Semiconductor Value Chain

2. NOTEWORTHY MARKET TRENDS & GROWTH DRIVERS

Upward Trajectory in Consumer Electronics Sector Boosts Market Prospects for 3D TSV Devices
A Review of Key CE Products Driving Adoption of 3D TSV Technology
Smartphones

Table 3. Global Smartphones Market (2015 & 2020): Annual Shipments in Thousand Units by Region/Country for US, Canada, Japan, Europe, Asia-Pacific, Middle East & Africa and Latin America (includes corresponding Graph/Chart)

Tablet PCs

Table 4. Global Tablet PC Annual Shipments in Thousand Units for Years 2015 through 2020 (includes corresponding Graph/Chart)

Sustained High Growth in ICT Sector Augurs Well for 3D TSV Devices
Key Statistical Data

Table 5. Global IP Traffic Scenario (2014 & 2018): IP Traffic Volume in Exabytes (includes corresponding Graph/Chart)

Table 6. Global IP Traffic Scenario (2014): Percentage Breakdown of Internet Usage by Region/Country (includes corresponding Graph/Chart)

Table 7. Global IP Traffic Scenario (2014): Percentage Breakdown of Internet Usage by Consumer Segment (includes corresponding Graph/Chart)

Table 8. Global IP Traffic Scenario (2014 & 2018): Percentage Breakdown of Traffic Volume by Connection Type (includes corresponding Graph/Chart)

Ongoing Proliferation of Cloud-Based Applications to Encourage Adoption of 3D TSV Devices
Growing Performance Requirements of Modern Data Centers to Extend Opportunities for 3D TSV Devices
Data Center Traffic Trends: A Complementary Review

Table 9. Global Data Center Traffic Scenario (2014 & 2018): Data Center Traffic in Exabytes

Table 10. Global Data Center Traffic Scenario (2014 & 2018): Percentage Breakdown of Data Center Traffic by Equipment Type (includes corresponding Graph/Chart)

Table 11. Global Cloud Data Center Market (2014 & 2018): Percentage Breakdown of Data Center Traffic by Type of Cloud (includes corresponding Graph/Chart)

3D TSV GAINING TRACTION IN DRAM MEMORY SECTOR

A Review of Next-Generation TSV-based DRAM Memory Solutions
Hybrid Memory Cube (HMC)
High Bandwidth Memory (HBM)
Wide I/O and Wide I/O 2 DRAM
Mobile DRAM - LPDDR3 Vs. Wide IO
Growing Market for MEMS to Fuel Market Expansion
Wearable Devices to Extend High-Quality Opportunities
3D TSV DEVICES SENSE LARGE OPPORTUNITIES IN CMOS IMAGE SENSORS VERTICAL

Table 12. Global CMOS Image Sensor (CIS) Package Solutions Market (2014): Percentage Share Breakdown of Volume Shipments by Technology (includes corresponding Graph/Chart)

Use of CMOS Image Sensor (CIS) by Sector & Device/Equipment
Imaging & Optoelectronics: An Important End-Use Segment for 3D TSV
3D TSV SEES GROWTH IN ADVANCED LED PACKAGING
3D WLCSP: A MATURE 3D TSV SEGMENT
DRIE Bosch Process Gaining Prominence in TSV Implementation
System-Level Exploration and 3D Floorplanning Technique Enhance Performance of 3D IC Devices
Demand for Innovative Databases and Routing Devices Witnesses Upward Trend
Evolving 3D IC Technology Spurs Demand for innovative Tools

3. PRODUCT/TECHNOLOGY OVERVIEW

Introduction
Various Steps in TSV Process
Types of TSV Processes
Via-First Method
Via-Middle Method
Via-Last Method
Methods for Making Via-Holes in TSV
DRIE Method
Laser Drilling Method
Benefits of 3D TSV Devices
Superior Performance as Compared to Conventional Techniques
Reduction in Package Size/Form Factor
Heterogeneous Integration
Issues
High Costs
Yield Loss During Process Flow
Lack of Full-Fledged Design & Verification Tools
Lack of Full Support for Known Good Die
Technological Developments
Conformal Seeds/Barriers
Atomic Layer Deposition and Chemical Vapor Deposition
Conformal Atomic Layer Deposition Barrier
Electroless Cu Plating

4. PRODUCT INTRODUCTIONS/LAUNCHES

AI Technology Unveils 3D-TSV Ultra-Thin Wafer Processing Temporary Bonding Adhesive Film
SK Hynix Announces Commercial Launch of HBM1 DRAM Memory
Invensas Develops New 3D-IC, LED & Mobility Designs
SK Hynix Unveils HBM DRAM with TSV Technology
SK Hynix Introduces 20nm 128GB DDR4 Memory Chip
Samsung Unveils Widcon Technology
Hybrid Memory Cube Consortium Rolls Out Hybrid Memory Cube 1. 0 Standard
GlobalFoundries Demonstrates 3D TSV Capabilities on 20nm Technology
STATS ChipPAC and UMC Introduces 3D IC

5. RECENT INDUSTRY ACTIVITY

GLOBALFOUNDRIES Acquires Microelectronics Business of IBM
Sony to Increase the CMOS IS Production Capacity of Sony Semiconductor
STATS ChipPAC to Relocate STATS ChipPAC Shanghai
ASTAR’s IME Establishes High-Density FOWLP Consortium
Tessera Technologies Signs Technology & Patent License Agreements with Micron Technology
Tessera’s Subsidiaries Tessera and Invensas Ink Patent License Agreements with Samsung
SPTS Technologies Inks Agreement with CEA-Leti
CEA-Leti Procures Rudolph Technologies’ NSX 320 TSV Metrology System
GS Nanotech to Commence Mass Assembly of 3D Stacked TSV
Samsung Electronics Commences Mass Production of 64GB DDR4 RDIMMs
TSMC to Partner with Micron on 3D ICs
Qualcomm Signs Agreement with CEA-Leti
Invensas Partners with Tezzaron Semiconductor
AMD Teams Up with SK Hynix
CEA-Leti Teams Up with EV Group

6. FOCUS ON SELECT GLOBAL PLAYERS

Amkor Technology, Inc. (US)
GLOBALFOUNDRIES (US)
Invensas Corporation (US)
Iwate Toshiba Electronics Co., Ltd. (Japan)
Micron Technology, Inc. (US)
Samsung Electronics Co., Ltd. (South Korea)
SK Hynix Inc. (South Korea)
Sony Corporation (Japan)
STATS ChipPAC Ltd. (Singapore)
Taiwan Semiconductor Manufacturing Company Limited (TSMC) (Taiwan)
Teledyne DALSA Inc. (Canada)
Tezzaron Semiconductor Corp. (US)
United Microelectronics Corporation (UMC) (Taiwan)
Xilinx Inc. (US)

7. GLOBAL MARKET PERSPECTIVE

Table 13. World Recent Past, Current and Future Analysis for 3D TSV Devices by Geographic Region - US, Canada, Japan, Europe, Asia-Pacific (excluding Japan), and Rest of World Markets Independently Analyzed with Annual Revenues in US$ Million for Years 2013 through 2020 (includes corresponding Graph/Chart)

Table 14. World 8-Year Perspective for 3D TSV Devices by Geographic Region - Percentage Breakdown of Dollar Revenues for US, Canada, Japan, Europe, Asia-Pacific (excluding Japan), and Rest of World Markets for Years 2013, 2015 and 2020 (includes corresponding Graph/Chart)

III. MARKET

1. THE UNITED STATES

A. Market Analysis
Outlook
Soaring Demand for Performance-Rich Consumer Electronics Puts Focus on 3D TSV Devices
Opportunity Indicators

Table 15. US Smartphones Market (2015-2020): Annual Shipments in Thousand Units (includes corresponding Graph/Chart)

Table 16. US Tablet PC Market (2010-2020): Annual Shipments in Thousand Units (includes corresponding Graph/Chart)

Growing Demand for MEMS Technologies in Mobile & Automotive Sector to Create Opportunities for 3D TSV Devices
Market Poised to Benefit from Growing Adoption in DRAM Memory Sector
Product Launches
Strategic Corporate Developments
Select Players
B. Market Analytics

Table 17. US Recent Past, Current and Future Analysis for 3D TSV Devices Market Analyzed with Annual Revenues in US$ Million for Years 2013 through 2020 (includes corresponding Graph/Chart)

2. CANADA

A. Market Analysis
Outlook
Teledyne DALSA Inc. – A Major Canadian Player
B. Market Analytics

Table 18. Canadian Recent Past, Current and Future Analysis for 3D TSV Devices Market Analyzed with Annual Revenues in US$ Million for Years 2013 through 2020 (includes corresponding Graph/Chart)

3. JAPAN

A. Market Analysis
Outlook
3D TSV DEVICES AIM TO PENETRATE JAPANESE SEMICONDUCTORS SECTOR
Opportunity Indicators

Table 19. Japanese Semiconductor Fabrication Materials Market (2015-2020): Annual Sales in US$ Million (includes corresponding Graph/Chart)

Table 20. Japanese Silicon Wafers Market (2015-2020): Annual Sales in US$ Million (includes corresponding Graph/Chart)

Strategic Corporate Development
Select Players
B. Market Analytics

Table 21. Japanese Recent Past, Current and Future Analysis for 3D TSV Devices Market Analyzed with Annual Revenues in US$ Million for Years 2013 through 2020 (includes corresponding Graph/Chart)

4. EUROPE

A. Market Analysis
Outlook
Strategic Corporate Developments
B. Market Analytics

Table 22. European Recent Past, Current and Future Analysis for 3D TSV Devices Market Analyzed with Annual Revenues in US$ Million for Years 2013 through 2020 (includes corresponding Graph/Chart)

5. ASIA-PACIFIC

Market Analysis

Table 23. Asia-Pacific Recent Past, Current and Future Analysis for 3D TSV Devices by Geographic Region - China, South Korea and Rest of Asia-Pacific Markets Independently Analyzed with Annual Revenues in US$ Million for Years 2013 through 2020 (includes corresponding Graph/Chart)

Table 24. Asia-Pacific 8-Year Perspective for 3D TSV Devices by Geographic Region - Percentage Breakdown of Dollar Revenues for China, South Korea and Rest of Asia-Pacific Markets for Years 2013, 2015 and 2020 (includes corresponding Graph/Chart)

5A. CHINA

A. Market Analysis
Outlook
Booming Semiconductor Market Augurs Well for 3D TSV Devices
Opportunity Indicators

Table 25. Chinese Semiconductor Fabrication Materials Market (2015-2020): Annual Sales in US$ Million (includes corresponding Graph/Chart)

Table 26. Chinese Silicon Wafers Market (2015-2020): Annual Sales in US$ Million (includes corresponding Graph/Chart)

Strategic Corporate Development
B. Market Analytics

Table 27. Chinese Recent Past, Current and Future Analysis for 3D TSV Devices Market Analyzed with Annual Revenues in US$ Million for Years 2013 through 2020 (includes corresponding Graph/Chart)

5B. SOUTH KOREA

A. Market Analysis
Outlook
3D TSV DEVICES SEEK ROLE IN THE SPRAWLING DOMESTIC SEMICONDUCTOR SECTOR
Opportunity Indicators

Table 28. South Korean Semiconductor Fabrication Materials Market (2015-2020): Annual Sales in US$ Million (includes corresponding Graph/Chart)

Table 29. South Korean Silicon Wafers Market (2015-2020): Annual Sales in US$ Million (includes corresponding Graph/Chart)

Product Launches
Strategic Corporate Development
Select Players
B. Market Analytics

Table 30. South Korean Recent Past, Current and Future Analysis for 3D TSV Devices Market Analyzed with Annual Revenues in US$ Million for Years 2013 through 2020 (includes corresponding Graph/Chart)

5C. REST OF ASIA-PACIFIC

A. Market Analysis
Outlook
Review of Key Regional Markets
Taiwan
Opportunity Indicators

Table 31. Taiwan Semiconductor Fabrication Materials Market (2015-2020): Annual Sales in US$ Million (includes corresponding Graph/Chart)

Table 32. Taiwan Silicon Wafers Market (2015-2020): Annual Sales in US$ Million (includes corresponding Graph/Chart)

Singapore
Product Introduction
Strategic Corporate Developments
Select Players
B. Market Analytics

Table 33. Rest of Asia-Pacific Recent Past, Current and Future Analysis for 3D TSV Devices Market Analyzed with Annual Revenues in US$ Million for Years 2013 through 2020 (includes corresponding Graph/Chart)

6. REST OF WORLD

Market Analysis

Table 34. Rest of World Recent Past, Current and Future Analysis for 3D TSV Devices Market Analyzed with Annual Revenues in US$ Million for Years 2013 through 2020 (includes corresponding Graph/Chart)

IV. COMPETITIVE LANDSCAPE

Total Companies Profiled: 28 (including Divisions/Subsidiaries - 29)
The United States (10)
Canada (1)
Japan (3)
Europe (5)
  France (1)
  Germany (1)
  The United Kingdom (1)
  Rest of Europe (2)
Asia-Pacific (Excluding Japan) (9)
Middle East (1)