Electronic Costing & Technology Experts

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Electronic Costing & Technology Experts 21 rue la Nouë Bras de Fer 44200 Nantes France

provides cost studies based on its knowledge of the manufacturing and selling prices of

The given values are realistic estimates which do not bind System Plus Consulting nor the

1 Electronic Costing & Technology Experts 21 rue la Nouë Bras de Fer Nantes France Phone : +33 (0) info@systemplus.fr April 2015 Version 1 Written by Sylvain Hallereau 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 by SYSTEM PLUS CONSULTING, all rights reserved. 1

2 Glossary 1. Overview / Introduction 4 Executive Summary Reverse Costing Methodology 2. Company Profile 7 Mobileye N.V. 2. Physical Analysis 13 Package Package View & Dimensions Package Opening Package Cross-Section Die Die View & Dimensions Main Blocks Identification Die Marking Die Process Die Cross-Section Process Characteristics 3. Cost Analysis 31 Component Summary Front-End Summary Yields Explanation Wafer Fabrication Unit Back-End: Probe Test, Bumping, Backgrinding & Dicing Back-End: Package Assembly Back-End: Final Test Summary of Inputs Economic Analysis Hypotheses Yields Synthesis Unprobed Wafer Cost Die Cost Packaging Cost Final Test Cost Component Cost 4. Selling Price Estimation 43 Definitions of Prices Mobileye Financial Results & Correction Factors Manufacturer Price Selling Price Contact 2015 by SYSTEM PLUS CONSULTING, all rights reserved. 2

3 This full reverse costing study has been conducted to provide insight on technology data, manufacturing cost and selling price of the Mobileye EyeQ3 processor. Advanced Driver Assistance Systems (ADAS) market is predicted to grow with an impressive CAGR of 19.2% from 2014 to 2020 according to Transparency Market Research. In this highly competitive market, Mobileye is currently the leader of Camera-based Advanced Driver Assistance Systems (ADAS) with products currently available in 160 car models from 18 original equipment manufacturers (OEM) including General Motors, Nissan, BMW and Honda. After releasing the EyeQ1 processor in 2007 and the EyeQ2 processor in 2010, Mobileye just launched in the fourth quarter of 2014 the EyeQ3 processor which offers 6 times the processing capability of the EyeQ2. EyeQ3 supports now, in addition to the previous chips, full braking AEB, structure from motion functionalities, road profile reconstruction, debris detection, general object detection, and traffic light detection. The EYEQ3 processor integrates four multi-threaded MIPS K CPS cores, coupled with four cores of the new generation of Mobileye s Vector Microcode Processors (VMP), external memory interfaces, and a rich set of peripheral connectivity interfaces by SYSTEM PLUS CONSULTING, all rights reserved. 3

4 The reverse costing analysis is conducted in 3 phases: Teardown analysis Package is analyzed and measured. The die is extracted in order to get overall data: dimensions, main blocks, pad number and pin out, die marking. Set up of the manufacturing process. Costing analysis Setup of the manufacturing environment. Cost simulation of the process steps with different year scenarios. Selling price analysis Supply chain analysis. Analysis of the selling price by SYSTEM PLUS CONSULTING, all rights reserved. 4

Reverse costing analysis represents the best cost/price evaluation given the publically available data, and estimates completed by industry experts.

15 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: 2015 by SYSTEM PLUS CONSULTING, all rights reserved. 15

Electronic Costing & Technology Experts

Electronic Costing & Technology Experts 21 rue la Nouë Bras de Fer 44200 Nantes France Phone : +33 (0) 240 180 916 email : info@systemplus.fr www.systemplus.fr March 2016 - Version 1 - written by Romain