Assembly, Test, Marking and Packaging

Concepts & Practice

Primer
Ashwini K Aggarwal, PhD, FIETE
Director-Government Affairs
Past Chair, India Electronics & Semiconductors Association
September 2020

Applied Materials Confidential

Semiconductor & ATMP Primer

Evolving
Frontiers
Semiconductor • ATMP
Industry • WBG Semiconductors
• India Options
• Size and forecast
Semiconductor
• Key players
Device Types • Players by end-
• Analog vs Digital vs markets
Semiconductor SIA Framework vs • Sizing
Manufacturing Oppenheimer
• Manufacturing Framework
Semiconductor Process
Basics • Semiconductor
• Scaling & Moore’s Equipment
laws • The Fab (possible
• Definitions, Device layout, cleanroom
Structures concepts, subfab &
• Devices in Systems related concepts)

External Use
ATMP Primer-Oct 9th, 2020

Evolving
Frontiers-4
Evolving • India Demand
Strategy
Frontiers-3 • Industry Enablement
• MEMS Options
Evolving
• Current Tech Trends
Frontiers-2 • Manufacturing
Evolving • WBG Semiconductors Processes
• Current Tech Trends
Frontiers 1 • Manufacturing
Semiconductor • ATMP Evolution Processes
Industry • Current Tech trends
• Manufacturing
• Size and forecast Processes
• Key players
• Players by end-
markets
• Sizing

External Use
 Semiconductor Industry
Size, Structure, Forecast
Key Players
Key Players by end-sectors

89 External Use
Semiconductor Industry 2019

90 External Use
Electronic Equipment Supply-Chain

91 External Use
But the supply-chain is a lot more complex…

Semiconductor Equipment industry is a large and specialized industry sector that supplies capital
equipment (tools) for front-end and back-end processing. Ex. Applied Materials, ASML, TEL …

92 External Use
 Fab: creating opportunities in the ecosystem

EDA IP
EDA
Equipment & to
Infra for the
New
Fab(s)
Market120
Power
for
is a large
chemicals
Design
electronics
140 MVA grade
opportunity
such
Clean
>$1B
Consortia
as etchants, Power Delivery
Uninterrupted
CMP Materials, precursors, etc
Stds
Large Opportunities FABSin: OSAT
• MFG New demand
Equipment for (Cleaning,
Uptime
42%
fab Stds high Refurbishment)
Spares, value consumables Of a chips
Water ~ 6 Million Gallons Per Day
cost is in the
such as targets Academia
• Ancillary tools (power materials and
the handling
management,
EDA
Fab abatement, etc)
Opportunities for expertise
ATE
Equip.
• inCleanroom set up and
HazMat handling and
Equip,
maintenance
response up to level B
A Complex
Treatment Engine
~5 Million withperit’s
Gallons Day
specific tools, utility and material
Source: ICEC Semi needs
report, Chapter 2: Cost per wafer, 2010

93 External Use
Semiconductor Design Landscape
▪ Strong MNC Global Engineering Centre
base in India for semiconductor design
▪ Weak startup fabless design base (~12)
▪ Serious exposure to China fabless
rampup predicted by 2025 ( already
~1000+/ IESA)
▪ IESA creating virtual incubation centre
with Karnataka Government
▪ More robust PDK management, tape-out
logistics handling (refer MOSIS case-
study) required for domestic fabless
startups
▪ Burning need for creating designs for
India-specific products

94 External Use
OSAT Landscape Evolving with M&A
▪ Intel , TSMC lead the ATMP companies
▪ And OSAT is evolving more into advance
packaging with increasing capture of
product value
▪ ASE leads the pack…but top 10 have
Taiwan in lead, followed by China with 1
(USA- AMKOR) and (Singapore-UT, ripe
m&a case)
▪ Key India challenge:
► What will drive demand to an India OSAT?
► It may not be practical to have a fab create a
finished wafer, transport to India for ATMP – and
then re-export finished product abroad..

95 External Use
INDIA OSAT OPPORTUNITY
▪ Actual Indian OSAT revenue ’18-19 ▪ Potential Breakup of OSAT demand on
estimated at $5-6 mln (SCL; SPEL; CDIL; proposed segment strategy
misc)
Sector/Chip Wafer starts OSAT Revenue
▪ Latent Potential ~$600 Mln Demand/yr opportunity $M
(Method 1 Auto/2 Wheeler 50000 $17 mln
Electronics
Basis estimated 1.7 mln wafer starts/annum Consumer/ STB- 80000 $28 mln
demand OTB

(F&S estimates’18/ IESA Vision Summit) Digital Payment/PoS 50000 $17 mln
Chips- tags/
Method 2 Smart Energy Meters 37500 $12 mln

Global ATMP market at $60 bln, OSAT is NAVIC GIS Chip 22000 $7.5 mln
40% of ATMP India is approx. ~3.36 % of Total 240000 $ 81.5 mln
global GDP. Similar ball park figure
emerges on latent demand) * Indicative estimates/ final figures will depend on specifics of
packaging design, customer requirements and volumes

96 External Use
SCL CHANDIGARH – proof point of capability
▪ Shows India can make end-to-end
semiconductors (SCL operates like a
mini-IDM with in-house design,wafer
processing and ATMP capabilities)

▪ Over 100 design tapeouts for a wide

range of PSU applications

▪ 180nm 8” logic line ; 600nm 6” MEMS

line; GaN line

97 External Use
Semiconductor Mfg Eco-system

1 Semiconductor Mfg is a critical element of NEP

to address the high value add component of ESDM

2 Pervasiveness of semiconductors offers broad range

of technology adoption avenues

3 Wide opportunities exist in supply chain, logistics,

materials, and supporting areas

98 External Use