Apple iphone X IR Dot Projector

Transcription

1 Apple iphone X IR Dot Projector Dot Projector bundle including Heptagon Imaging report by Sylvain HALLEREAU December rue la Noue Bras de Fer NANTES - FRANCE info@systemplus.fr System Plus Consulting Apple iphone X 3D Dot Projector 1

2 Table of Contents 3 o Executive Summary o Reverse Costing Methodology Company Profile 7 o Supply chain o Heptagon o Lumentum o TrueDepth Module Supply o Apple iphone X Teardown 22 o Synthesis of the o Methodology o Dot Projector teardown o Ceramic Package 39 View, Dimensions & Marking Cross-Section Process Characteristics Broadcomm BCM15952 IC Schottky Diode o NIR VCSEL 62 Die View, Dimensions & Marking Cavity Cross-Section Process Characteristics o Folded Optic 71 View, Dimensions & Marking Disassembly & Main Blocks Identification Lens Cross-Section Process Characteristics o Active DOE 99 DOE Dimensions DOE Disassembly & Main Blocks Identification DOE Cross Section Process Characteristics o Comparison: Apple Dot Projector, Intel Real Sense, PMD/Infineon o Global Overview of the Dot Projector o Package Front-End Process Flow o Package Fabrication Unit o NIR VCSEL Front-End Process o NIR VCSEL Wafer Fabrication Unit o Folded Optic Wafer Process Flow o Folded Optic Wafer Fabrication Unit o DOE Wafer Process Flow o DOE Wafer Fabrication Unit o Final Assembly Unit 150 o Overview of the o Yields Explanation and Hypotheses o Integrated Circuit o Ceramic Package o NIR VCSEL o Folded Optic Folded Optic Front-End Cost Folded Optic Front-End Cost per process steps Folded Optic Back-End 0 : Probe Test and Dicing Folded Optic Wafer and Die Cost Folded Optic Component Cost o DOE Active o Back-End : Final Assembly Cost o Back-End : Final Assembly Cost per Process Step o 3D Illumination Module Component Cost Estimated Price Analysis 180 o 3D Illumination Module 181 Company services System Plus Consulting Apple iphone X 3D Dot Projector 2

3 Executive Summary o Executive Summary o Reverse Costing Methodology o Glossary The Apple iphone X brings totally new functionality based on the TrueDepth technology. This project is issued from a collaboration including Lumentum for the VCSEL diode and Heptagon for the active DOE and folded optic. The iphone X implements this technology using a Dot Projector. The subsystem features a 30,000 dots projector from Heptagon. We estimate that the Active DOE and the folded optic are manufactured by Heptagon. The electronic package is assembled by an OSAT. The IC driver is designed by Broadcom. The nogrid VCSEL array diode is manufactured by Lumentum. Heptagon performs the assembly of the Dot Projector. To provide the 30,000 dots, the VCSEL supplies the IR light and the Folded Optic directs the IR light to the Active Diffractive Optical Element (DOE). Finally, the Active DOE divides the light beam into 30,000 dots of light. The VCSEL is driven in power, beam shape and frequency by an ASIC from Broadcom. The report includes technology and cost analysis of the Dot Projector. These analyses provide the technical intelligence necessary to understand this technology. A comparison between the Dot Projector and the Intel Real Sense projector and the PMD/Infineon solution are performed System Plus Consulting Apple iphone X 3D Dot Projector 3

4 Dot Projector Teardown Dot Projector o o o o o o o o Synthesis Teardown Ceramic Package IC Broadcom NIR VCSEL Folded Optic Active DOE Comparison RGB Camera Dot Projector Global View 2017 by System Plus Consulting Dot Projector Bottom View Dot Projector Flex Marking 2017 by System Plus Consulting Flex 2017 by System Plus Consulting Ceramic Dot Projector Flex Removal 2017 by System Plus Consulting The Dot Projector module has a ceramic substrate with a separate ceramic block under the VCSEL. Ceramic substrate Dot Projector Flex Removal 2017 by System Plus Consulting 2017 System Plus Consulting Apple iphone X 3D Dot Projector 4

5 Dot Projector Dimension XXmm DOE o Synthesis o Teardown o Ceramic Package o IC Broadcom o NIR VCSEL o Folded Optic o Active DOE o Comparison XXmm XXXmm Top Lenses Light Guide Bottom Lenses Substrate XXmm Ceramic Substrate Dot Projector Global View 2017 by System Plus Consulting Flex DOE Top Lenses Light Guide Bottom Lenses Substrate Ceramic Substrate Flex 2017 System Plus Consulting Apple iphone X 3D Dot Projector 5

6 Dot Projector Teardown The optical block is glued on top of the ceramic substrate. o Synthesis o Teardown o Ceramic Package o IC Broadcom o NIR VCSEL o Folded Optic o Active DOE o Comparison Light Guide Bottom Lenses Substrate VCSEL Dot Projector Opened View 2017 by System Plus Consulting 2017 System Plus Consulting Apple iphone X 3D Dot Projector 6

7 Dot Projector AlN Ceramic o Synthesis o Teardown o Ceramic Package o IC Broadcom o NIR VCSEL o Folded Optic o Active DOE o Comparison 2017 System Plus Consulting Apple iphone X 3D Dot Projector 7

8 NIR VCSEL Die View and Dimensions XX mm o Synthesis o Teardown o Ceramic Package o IC Broadcom o NIR VCSEL o Folded Optic o Active DOE o Comparison Die Area: XXmm² (xx x xx mm) Nb of PGDW per 3-inch wafer: XX Pad number: x Wire Bonding: XX XXmm VCSEL Optical View 2017 by System Plus Consulting 2017 System Plus Consulting Apple iphone X 3D Dot Projector 8

9 NIR VCSEL Die Cross-Section o Synthesis o Teardown o Ceramic Package o IC Broadcom o NIR VCSEL o Folded Optic o Active DOE o Comparison Seed layer in titanium for the gold layer: 0.05µm 2017 System Plus Consulting Apple iphone X 3D Dot Projector 9

10 Folded Optic - Disassembly o Synthesis o Teardown o Ceramic Package o IC Broadcom o NIR VCSEL o Folded Optic o Active DOE o Comparison 2017 System Plus Consulting Apple iphone X 3D Dot Projector 10

11 Active Diffractive Optical Element - Disassembly o Synthesis o Teardown o Ceramic Package o IC Broadcom o NIR VCSEL o Folded Optic o Active DOE o Comparison DOE Disassembly Optical View 2017 by System Plus Consulting 2017 System Plus Consulting Apple iphone X 3D Dot Projector 11

12 Broadcom BCM15952 Front-End Cost o Synthesis o Supply o Yields o Broadcom BCM15952 Cost o NIR VCSEL Wafer & Die Cost o Ceramic Package Cost o Folded Optic Cost o Active DOE Cost o Assembly Cost o Component Cost 2017 System Plus Consulting Apple iphone X 3D Dot Projector 12

13 NIR VCSEL Front-End Cost per Process Steps o Synthesis o Supply o Yields o Broadcom BCM15952 Cost o NIR VCSEL Wafer & Die Cost o Ceramic Package Cost o Folded Optic Cost o Active DOE Cost o Assembly Cost o Component Cost Sensor Manufacturing Steps Cost (Simulated with LED CoSim+ Cost Simulation Tool) 2017 System Plus Consulting Apple iphone X 3D Dot Projector 13

14 3D Illumination Module Estimated Manufacturer Price o Financial Ratios o Manufacturer Price 2017 System Plus Consulting Apple iphone X 3D Dot Projector 14

15 COMPANY SERVICES 2017 System Plus Consulting Apple iphone X 3D Dot Projector 15

16 Business Models a Fields of Expertise o Company services o Feedbacks o Contact o Legal Custom Analyses (>130 analyses per year) Reports (>40 reports per year) Costing Tools Trainings 2017 System Plus Consulting Apple iphone X 3D Dot Projector 16

17 Feedbacks o Company services o Feedbacks o Contact o Legal Dear Customer, Thank you for giving us the opportunity to serve you better. Please help us by taking only a few seconds to give us your thoughts about the Reverse Costing Report that you have received. We appreciate to work with you and want to make sure we meet your expectations. Sincerely, Wilfried THERON Quality Manager Click below to access to our online Customer Satisfaction Survey System Plus Consulting Apple iphone X 3D Dot Projector 17

18 Contact PHOENIX YOLE Inc. FRANKFURT/MAIN Europa Sales Office NANTES Headquarter LYON YOLE HQ TOKYO YOLE KK o Company services o Feedbacks o Contact o Legal GREATER CHINA YOLE Headquarters 21 rue La Noue Bras de Fer Nantes FRANCE sales@systemplus.fr Europe Sales Office Lizzie LEVENEZ Frankfurt am Main GERMANY llevenez@systemplus.fr America Sales Office Steve LAFERRIERE Phoenix USA laferriere@yole.fr Asia Sales Office Takashi ONOZAWA Tokyo JAPAN onozawa@yole.fr Mavis WANG GREATER CHINA wang@yole.fr 2017 System Plus Consulting Apple iphone X 3D Dot Projector 18

19 Legal o Company services o Feedbacks o Contact o Legal 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. Reverse Costing is a deposed brand, by System Plus Consulting. SERVICES Reverse costing analysis represents the best cost/price evaluation given the publically available data, and estimates completed by industry experts. These results are open for discussion. We can reevaluate this circuit with your information System Plus Consulting Apple iphone X 3D Dot Projector 19