ams Multi-Spectral Sensor True Color ambient light sensor from Apple iphone X

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ams Multi-Spectral Sensor True Color ambient light sensor from Apple iphone X IMAGING report by Stéphane ELISABETH December 2017 version 1 21 rue la Noue Bras de Fer 44200 NANTES - FRANCE +33 2 40 18 09 16 info@systemplus.fr www.systemplus.fr 2017 by System Plus Consulting ams Multi-Spectral Sensor in Apple iphone X 1

Table of Contents 4 o Executive Summary o Reverse Costing Methodology Company Profile 8 o ams o ams portfolio o Apple iphone X Teardown o Module View & Dimensions 20 o Summary of the 21 o Package 23 Package View & Dimensions Package Opening Package Cross-Section: Materials, Flex PCB, Wire Bonding, Glass Window, Diffuser o Sensor Die 39 Sensor Die View & Dimensions Sensor Die Overview: Optical Isolation, Sensing Cells Sensor Delayering & main Blocs Sensor Die Process Sensor Die Cross-Section: Substrate, Metal layers, Optical Isolation, Filters, Photodiode Area Sensor Die Process Characteristic Sensor Manufacturing Process 62 o Global Overview o Sensor Die Front-End Process & Fabrication Unit o Packaging Process & Fabrication unit 75 o Summary of the cost analysis 76 o Yields Explanation & Hypotheses 78 o Sensor die 80 Sensor Die Front-End Cost Sensor Filter Front-End Cost Sensor Die Probe Test, Thinning & Dicing Sensor Die Wafer & Die Cost o Packaged Component 84 Packaging Cost Package Cost per steps Back End: Final Test Component Cost Estimated Price Analysis 89 Customer 93 Company services 95 2017 by System Plus Consulting ams Multi-Spectral Sensor in Apple iphone X 2

Executive Summary o Executive Summary o Reverse Costing Methodology o Glossary This full reverse costing study has been conducted to provide insight on technology data, manufacturing cost and selling price of the Multi-spectral Sensor in the Apple iphone X supplied by ams. Located in the phone s front, above the main speaker, the ALS shares the flex PCB with the proximity sensor and the front microphone. The custom version provided by ams is a multi-spectral ALS in very long, narrow packaging (6 x 0.9mm). The ALS architecture allows for large spectral sensing. Combined with a diffuser, the die sensor features six different cells, probably dedicated to UV, red, green, blue, NIR1, and NIR2, thus providing a broad light spectrum. This allows the sensor to adapt the display color and brightness towards warm or cool-white based on the correlated color temperature (CCT) level of the phone s environment. This report analyzes the complete multi-spectral ALS, from the sensor die to the custom packaging developed for the device. This report also includes a complete analysis of the package and sensor die, along with a cost analysis and a price estimate for the device. 2017 by System Plus Consulting ams Multi-Spectral Sensor in Apple iphone X 3

Apple iphone X Teardown o ams o ams Portfolio o Apple iphone X teardown Apple iphone X Overview 2017 by System Plus Consulting Apple iphone X Front, Side and Back View 2017 by System Plus Consulting 2017 by System Plus Consulting ams Multi-Spectral Sensor in Apple iphone X 4

Spectral Sensor Module o ams o ams Portfolio o Apple iphone X teardown 2017 by System Plus Consulting ams Multi-Spectral Sensor in Apple iphone X 5

Summary of the o Package View o Package Cross-Section o Sensor Die View o Sensor Die Cross-Section 2017 by System Plus Consulting ams Multi-Spectral Sensor in Apple iphone X 6

Package Views & Dimensions o Package View o Package Cross-Section o Sensor Die View o Sensor Die Cross-Section 2017 by System Plus Consulting ams Multi-Spectral Sensor in Apple iphone X 7

Package Cross-Section o Package View o Package Cross-Section o Sensor Die View o Sensor Die Cross-Section 2017 by System Plus Consulting ams Multi-Spectral Sensor in Apple iphone X 8

Package Cross-Section Bottom Glass Window o Package View o Package Cross-Section o Sensor Die View o Sensor Die Cross-Section 2017 by System Plus Consulting ams Multi-Spectral Sensor in Apple iphone X 9

Sensor Die Die View & Dimensions o Package View o Package Cross-Section o Sensor Die View o Sensor Die Cross-Section 2017 by System Plus Consulting ams Multi-Spectral Sensor in Apple iphone X 10

Sensor Die Die Overview Sensing Cells o Package View o Package Cross-Section o Sensor Die View o Sensor Die Cross-Section 2017 by System Plus Consulting ams Multi-Spectral Sensor in Apple iphone X 11

Sensor Die Die Cross-Section Optical Isolation Layer o Package View o Package Cross-Section o Sensor Die View o Sensor Die Cross-Section 2017 by System Plus Consulting ams Multi-Spectral Sensor in Apple iphone X 12

Sensor Die Die Cross-Section Filters o Package View o Package Cross-Section o Sensor Die View o Sensor Die Cross-Section 2017 by System Plus Consulting ams Multi-Spectral Sensor in Apple iphone X 13

Sensor Die Die Cross-Section Filters o Package View o Package Cross-Section o Sensor Die View o Sensor Die Cross-Section 2017 by System Plus Consulting ams Multi-Spectral Sensor in Apple iphone X 14

Sensor Die Die Cross-Section Photodiodes Area o Package View o Package Cross-Section o Sensor Die View o Sensor Die Cross-Section 2017 by System Plus Consulting ams Multi-Spectral Sensor in Apple iphone X 15

Packaging Process Flow 1/5 o Global Overview o Sensor Die Process o Packaging Process PCB Panel PCB Substrate Sensor Die bonding PCB Panel 2017 by System Plus Consulting ams Multi-Spectral Sensor in Apple iphone X 16

Sensor Front-End Cost o Synthesis o Supply o Yields o Sensor Wafer & Die Cost o Back-End Cost o Component Cost 2017 by System Plus Consulting ams Multi-Spectral Sensor in Apple iphone X 17

Packaging Cost o Synthesis o Supply o Yields o Sensor Wafer & Die Cost o Back-End Cost o Component Cost 2017 by System Plus Consulting ams Multi-Spectral Sensor in Apple iphone X 18

Multi-Spectral Ambient Light Sensor Estimated Manufacturer Price o Financial Ratios o Manufacturer Price 2017 by System Plus Consulting ams Multi-Spectral Sensor in Apple iphone X 19

Related Reports o Company services o Related reports o Contact o Legal REVERSE COSTING ANALYSES - SYSTEM PLUS CONSULTING IMAGING ams Ambient Light Sensor (ALS) STMicroelectronics Time of Flight Proximity Sensor in the Apple iphone 7 Plus MEMS Packaging: Reverse Technology Review MARKET AND TECHNOLOGY REPORTS - YOLE DÉVELOPPEMENT IMAGING 3D Imaging and Sensing 2017 Status of the CMOS Image Sensor Industry 2017 Status of the MEMS Industry 2017 2017 by System Plus Consulting ams Multi-Spectral Sensor in Apple iphone X 20

COMPANY SERVICES 2017 by System Plus Consulting ams Multi-Spectral Sensor in Apple iphone X 21

Business Models Fields of Expertise o Company services o Related reports o Contact o Legal Custom Analyses (>130 analyses per year) Reports (>40 reports per year) Costing Tools Trainings 2017 by System Plus Consulting ams Multi-Spectral Sensor in Apple iphone X 22

Contact PHOENIX YOLE Inc. FRANKFURT/MAIN Europa Sales Office NANTES Headquarter LYON YOLE HQ KOREA YOLE TOKYO YOLE KK GREATER CHINA YOLE o Company services o Related reports o Contact o Legal Headquarters 21 rue La Noue Bras de Fer 44200 Nantes FRANCE +33 2 40 18 09 16 sales@systemplus.fr www.systemplus.fr Europe Sales Office Lizzie LEVENEZ Frankfurt am Main GERMANY +49 151 23 54 41 82 llevenez@systemplus.fr America Sales Office Steve LAFERRIERE Phoenix USA (310) 600-8267 laferriere@yole.fr Asia Sales Office Takashi ONOZAWA Tokyo JAPAN onozawa@yole.fr Mavis WANG GREATER CHINA wang@yole.fr 2017 by System Plus Consulting ams Multi-Spectral Sensor in Apple iphone X 23

ORDER FORM Please process my order for ams Multi-Spectral ALS Reverse Costing Report Ref.: SP17377 Full Reverse Costing report: EUR 3,490* Annual Subscription (including this report as the first of the year): 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: December 2017 SHIP TO Name (Mr/Ms/Dr/Pr):... Job Title:... Company:... Address:... City: State:... Postcode/Zip:... Country:... VAT ID Number for EU members:... Tel:... Email:... Date:... Signature:... BILLING CONTACT First Name:... Last Name:... Email:... Phone:... PAYMENT DELIVERY on receipt of payment: By credit card: Number: Expiration date: / Card Verification Value: By bank transfer: HSBC - CAE- Le Terminal -2 rue du Charron - 44800 St Herblain France BIC code: CCFRFRPP In EUR Bank code : 30056 - Branch code : 00955 - Account : 09550003234 IBAN: FR76 3005 6009 5509 5500 0323 439 In USD Bank code : 30056 - Branch code : 00955 - Account : 09550003247 IBAN: FR76 3005 6009 5509 5500 0324 797 Return order by: FAX: +33 2 53 55 10 59 MAIL: SYSTEM PLUS CONSULTING 21 rue La Nouë Bras de Fer 44200 Nantes France Contact: EMAIL: sales@systemplus.fr TEL: +33 2 40 18 09 16 ABOUT SYSTEM PLUS CONSULTING 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 www.systemplus.fr - sales@systemplus.fr Performed by

TERMS AND CONDITIONS OF SALES 1.INTRODUCTION The present terms and conditions apply to the offers, sales and deliveries of services managed by System Plus Consulting except 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.PRICES Prices of the purchased services are those which are in force on the date the order is placed. Prices are in Euros and worked out without taxes. Consequently, the taxes and possible added costs agreed when the order is placed will be charged on these initial prices. System Plus Consulting may change its prices whenever the company thinks it necessary. However, the company commits itself in invoicing at the prices in force on the date the order is placed. 3.REBATES and DISCOUNTS The quoted prices already include the rebates and discounts that System Plus Consulting could have granted according to the number of orders placed by the Buyer, or other specific conditions. No discount is granted in case of early payment. 4.TERMS OF PAYMENT System Plus Consulting delivered services are to be paid within 30 days end of month by bank transfer except in the case of a particular written agreement. If the payment does not reach System Plus Consulting on the deadline, the Buyer has to pay System Plus Consulting a penalty for late payment the amount of which is three times the legal interest rate. The legal interest rate is the current one on the delivery date. This penalty is worked out on the unpaid invoice amount, starting from the invoice deadline. This penalty is sent 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. OWNERSHIP System Plus Consulting remains sole owner of the delivered services until total payment of the invoice. 6.DELIVERIES The delivery schedule on the purchase order is given for information only and cannot be strictly guaranteed. Consequently any reasonable delay in the delivery of services will not allow the buyer to claim for damages or to cancel the order. 7.ENTRUSTED GOODS SHIPMENT The transport costs and risks are fully born by the Buyer. Should the customer wish to ensure the goods against lost or damage on the base of their real value, he must imperatively point it out to System Plus Consulting when the shipment takes place. 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 MAJEURE System Plus Consulting responsibility will not be involved in non execution or late delivery of one of its duties described in the current terms and conditions if these are the result of a force majeure case. Therefore, the force majeure includes all external event unpredictable and irresistible as defined by the article 1148 of the French Code Civil? 9.CONFIDENTIALITY As 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 LIMITATION The 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 costing tools. 11.APPLICABLE LAW Any dispute that may arise about the interpretation or execution of the current terms and conditions shall be resolved applying the French law. It the dispute cannot be settled out-of-court, the competent Court will be the Tribunal de Commerce de Nantes. Performed by