Column for SMT magazine - December 1998 issue
What Can We Expect in 1999 - Part I
by
Dr. Jennie S. Hwang
This is a three-part series: Part I previews the market demands and
notable semiconductor developments; Part II covers IC packaging, bare
board, board-level assembly; Part III concludes with business climate and
support factors to our industry.
The year of 1998 is in its fourth quarter; and it is the time of the year
again to look into next year. The economic hardship in Russia and Latin
America and the Asia financial fallout (Refer to SMT columns: September and
October issues, 1998) have caused conspicuous reduction in US export. The
U. S. trade deficit reportedly ballooned to a record $16.8 billion in
August, 1998. In the meantime, the uncertainty in global economy has
contributed to the roller-coaster phenomenon of stock market. However, the
good signs in this land continue to hold. Primarily, unemployment rate is
kept low; interest rate is down and expected to drop further; and consumer
spending does not seem to decline. Therefore, there should not have too
much complaint about U. S. economy.
What are driving the end-use market are the continued convergence of
computing, communication, and entertainment and the relentless demands of
wireless, portable, hand-held electronics. These electronic products will
be featured with further simplicity, lower cost, and increased level of
easy-to-use. In the integration of computing, communication and
entertainment, the evolution in the history of 50-year broadcasting,
20-year cable, 15-year PC, and 5-year internet is fabulously summarized in
the article "Digital D-Day" in Business Week - October 26, 1998 issue.
The consensus for semiconductor market is that 1999 will be a better year
than 1998. Personal computer, which not only represents a significant part
of the market but also affects various products in our industry, is
expected to maintain a double-digit growth. PC worldwide shipment is
estimated to reach over 100 million units in 1999 (International Data
Corp). Technologically, it may be overly optimistic to expect receiving
from friends the video-postcard incorporated with new display technology
using organic light-emitting diodes (in competition with CRT and LCD) in
1999. However, advancements in new technologies, evolutionary yet
gloriously exciting, will not be lacking.
At age of 40, integrated circuits stride into another era of major
developments. The new copper interconnect technology is expected to
facilitate the implementation of deep submicron circuitry by alleviating
the RC delay problem. Copper has a significantly better conductivity than
Aluminum which has been the backbone of the IC circuit (Cu: 1.7 micro
ohm-cm, Al: 3.1 micro ohm - cm). Copper is also known to have better
electromigration resistance than Al. However, Cu diffusion into silicon
has been one of the major hurdles to the use of Cu interconnect. With
IBM's proprietary barrier layer to prevent Cu diffusion along with other
companion technologies, Cu interconnect becomes another bright territory.
IBM's Cu-connect ASIC technology (SA-12) also demonstrated power saving by
40% using 1.8V in lieu of 2.5V. The reduction in power consumption without
sacrificing signal-to-noise quality is critical to the performance of
portable electronics. Hence, it will be an on-going effort in 1999.
It is reported that interconnects account for over 70% signal delay in 0.25
micron chip. Interconnect RC delay, which increase as the square of the
minimum feature size, thus determines the IC chip performance. As the
feature size continues to shrink to 0.15 or 0.13 micron generations, RC
delay issue becomes more severe.
In addition to lower resistance as offered by Cu, a lower capacitance
dielectric material than the SiO2 is equally important to keep the
interconnect RC delay in control for nanoelectronics era. Copper
interconnect technology is, however, not being embraced with the same level
of enthusiasm by major chip companies. Some believe that there is still
room in Al interconnect technology for deeper submicron circuitry for the
benefits of manufacturing convenience and cost. Nonetheless, some
applications of Cu interconnect may start to appear. The development of
300 mm wafers for 0.25 micron feature is another major area beginning to
flex muscle in IC fabrication. The 1999 may well be a transition year for
200 mm wafers to 300 mm wafers as well as for 0.25 micron circuits to
deeper submicron. The 1999 will also be the year for continued development
of system-on-a-chip.
Fundamentally, material innovations will be paramount to the future
generations of IC circuits. Up to now, electrons have been the workhorse
for electronic age and information era, making possible all modern products
from oven and camera to computer and cell phone. The future technology may
not only be derived from the conventional material theories of circuits,
based on the mobility and conductivity of electrons and phonons, but also
from photons. Nonetheless, electron transport will remain to be the main
power behind future products in the foreseeable future.
If I have to hedge my bets for the top two 1999's winning products in terms
of improved technology and market growth. My list points to notebook (or
sub notebook) computer and cellular phone. Specific characteristics for
the 1999 market are the performance combining the longer battery life,
lighter weight, and smaller size. In order to meet these market demands,
these products will drive the requirements in IC packages and next level
circuits assembly. (Part II will cover IC packaging, bare board,
board-level assembly; Part III will conclude with business climate and
support factors to our industry.)
Column for SMT magazine - January, 1999 issue
What Can We Expect in 1999? - Part II
by
Dr. Jennie S. Hwang
This is a three-part series: Last month, the column previewed the market
demands and notable semiconductor developments. This issue will focus on
IC packaging and board-level assembly.
IC Packaging
Has the IC packaging technology been keeping pace with silicon technology?
Across the two decades 1980s and 1990s, the industry has evolved from DIP
(dual-in-line) package, PGA (pin grid array) to 0.050" surface mount LCCC
(leadless ceramic chip carrier), PLCC (plastic lead chip carrier), to fine
pitch SOIC (small outline IC) and QFP. More recently, BGA, chip scale
packages (CSP) and Direct Chip Attach (DCA) have been the focal point.
Nonetheless, the 0.020 inch pitch QFP and SOIC continue to be the
mainstream of 1999.
After about seventeen years of double-digit growth, surface mount devices
will continue enjoying a healthy growth rate at the expense of through-hole
components. It is expected that through-hole components will stand a share
at less than 15% of the total component units. Among surface mount devices
and surface mountable bare dies, the standard surface mount packages, i.e.
the combination of SOIC, QFP and PLCC, constitutes more than 70% share.
Albeit array packages will have an impressive growth rate, BGA and CSP will
fall between 5-10% of total 65-75 billion units of IC packages.
Array packages are primarily driven by high I/O count, board area saving,
and the high radio frequency required for wireless communication products.
However, the requirement of high density PCB routing and the limited
availability of package substrate materials have prevented the growth of
high I/O BGA to its fullest potential. The majority of BGAs have been for
low I/O applications. The I/O pitch of BGAs generally falls in the range
of 1.00 mm - 1.50 mm (0.040 - 0.060 inch). For high I/O count as required
in workstations and minicomputers, PBGA, TBGA and CBGA all have been
adopted by chip makers. Considering all factors in performance, economics
and reliability, I/O count of 250 is considered a break point in selecting
between QFP and BGA. While the cost of BGA has been dropping, the cost of
QFP reached below $0.008 per I/O.
For products, where the size and weight are critical to their
marketability, chip scale package has been the center of attention in 1998,
and this will continue in 1999. All six main CSP technologies: wire
bond/rigid interposer; wire bond/flex interposer, flip chip/rigid
interposer, flip chip/flex interposer, lead-frame/chip on lead, and
wafer-level packaging have been put in use.
The relative size of CSPs in comparison with other SMT packages can be well
represented by the package area/die area ratio. CSP is generally accepted
as less than 1.5 as opposed to BGA (1.25 mm pitch) @ 4, BGA (1.00 mm pitch)
@ 2, and QFP (0.4mm pitch @ 7, QFP (0.5 mm pitch) @ 9.0. CSPs have made
today's smaller portable electronics possible. For example, Sony's
camcorder uses a circuit card that is composed of 18 CSPs supplied by three
manufacturers - TI, NEC, and Sony. All three suppliers have designed the
CSP with different technologies involving wire bonding/flex (TI), flip
chip/TAB (NEC) and, flip chip/rigid PCB (Sony). Matsushita has
demonstrated the use of ceramic CSP in mobile phones. In addition to
portable consumer electronics, notebook computer is another application
that pulls the use of chip scale package for relatively higher I/O ASIC
chips. CSPs have also been utilized in flash memory chips and extends to
DRAM and SRAM packaging.
While a few specific CSP designs, among the crowd, have emerged as
"winners", the proliferation of new designs continues. For example, Sharp
Corporation introduced the stacked chip size package to produce ever more
compact ICs by stacking two different types of chips in one package.
Reportedly, the package reduces the space on PCB to one-third of two TSOPs
and to one-half of two CSPs. Sharp and Mitsubishi Electric Corporations
agreed to adopt uniform specifications for the stacked CSP, initially
intending to unify CSP standards for IC designed for cellular phones and
personal handyphone system. A high volume production is planned. Two
companies will have combined monthly output to 2 million packages.
Flip Chip Technologies also announced its ultra CSP utilizing wafer-level
bumping process. The bump diameter ranges from 0.30 mm (0.012 inch) to
0.50 mm (0.020 inch) with corresponding bump pitch 0.50 mm (0.020 inch) to
0.80 mm (0.031 inch). It is reported that ultra CSP can readily fit to SMT
assembly line without the need of underfill. Another wafer-level CSP is
demonstrated by Shellcase, Ltd. The thin die in the Shellpack is
sandwiched between two glass plates. For applications where the height is
most critical such as smart cards, solder bump height becomes an issue.
Preference goes to low profile package format.
Another sizzling area is solder bumping development. For last year's
projection, this column listed the potential solder bumping processes and
stated: "The election of the most efficient solder bumping process will be
crystallized." There are two levels of solder bumping - chip/wafer level
and substrate level - to be considered. Solder bumping by means of solder
paste has gained increased acceptance on the production floor due to its
manufacturability and cost advantage. Future challenges are driven by the
increase in solder bump density and the decrease in bump size.
Among the three basic on-chip interconnection technologies - wire bonding,
flip chip, and TAB, flip chip and wire bonding will continue to co-exist.
Flip chip enjoys its superiority in signal-to-noise ratio and
data-transfer-rate while wire bonding provides low cost and flexibility in
commodating die shrink.
The use of flip chip can be considered in three types - flip chip in BGA,
flip chip in CSP, flip chip on main (mother) board without intermediate
package. The units of flip chip in both CSP and BGA format will grow in a
handsome pace. Flip chip on main board in Direct Chip Attach Format is
expected to remain application-specific, such as the success of flip chip
in wristwatch application. For cellular phones, choices are among flip
chip, CSP, and TSOP with flip chip as an ideal fit.
Overall, portable electronics will pull the development and implementation
of CSP and flip chip. Nonetheless, the readiness to fit in existing SMT
manufacturing lines as well as the competitive cost will still play a
pivotal role to the selection of IC packages.
Board-level assembly
On-going effort will be made on maximizing yield and minimizing defect rate
with improved performance properties by utilizing the knowledge and
state-of-art equipment and materials that have evolved. Constant
assessment of new IC packages in conjunction with board design will become
a part of board assembly business. Solder paste will remain the primary
interconnection material characterized by its fitness to automated
manufacturing, established infrastructures and its metallic nature. Solder
paste will not only work for SMT interconnections but also for certain
through-hole components (paste-in-hole). Other solder deposition
techniques including solder jetting will be assessed for specific packaging
and assembly operations. Automation, SMT fitness (e.g. pick-place) and
cost will be the determining factors for the viability and vitality of a
new technology.
With the introduction of new packages and the increased number of packages
types for the PCB assembly, manufacturing process, reflow profile, in
particular, warrants further attention. Reflow profile not only affects
the production defects and therefore the yield but also the overall
reliability of the assembly. A slower heating rate (<2oC/sec, ideally
<1oC/sec in preheating zone) in conjunction with lower peak temperature
exposure makes a good reflow profile. The same principle should also apply
to rework and repair; using preheating and top/bottom heat source will
facilitate the process and minimize any potential damages that may occur
during rework. BGA rework process and procedures will be established (See
this column - November, 1998). The role of inert atmosphere (N2) soldering
with low-N2 consumption reflow ovens will be more prominent.
The accuracy and speed of placement equipment will continue to improve. In
addition, the "gentle" placement capability to work with small and fragile
CSPs will also be on demand including reliable feeding mechanism and vision
capability. To handle CSPs in 0.50 mm (0.020 inch) pitch, the position
accuracy of ± 0.002 inch is required. Printing and dispensing equipment
for the application of solder paste, underfill, adhesives and coatings will
be characterized with increased automation and precision. New functional
features added to the equipment to facilitate production operation and to
enhance the end results continue to emerge. Furthermore
environmentally-friendly production operations will become more integrated
into future manufacturing. These include CFC-free, reduced VOC processes,
lead-free solders and minimal waste and waste-recycling operation.
The initiation of major Japanese corporations to begin to use lead-free
solders in home products has come as a surprise. Prompted by Japan's "Home
Electronics Recycle Law", companies, namely, Hitachi, Toshiba, Matsushita
have implemented lead-free solder in circuit board assembly. Novtel and
IEC Electronics also reported the incorporation of lead-free solder in
their product. It is expected that lead-free solder will become a renewed
endeavor in 1999.
Overall, flexible process, agile manufacturing, and infrastructures
equipped with hardware that offers versatile process capabilities are
critical to the future success of SMT manufacturing.
(The third part in February will conclude with an overview of complementary technologies including bare board, industry supporting factors, and business climate.)
Column for SMT magazine - February 1999 issue
What More Can We Expect in 1999?
by
Dr. Jennie S. Hwang
Part 3 of a 3-part column series
Last two months, this column looked at overall market demands, notable
semiconductor developments, IC packaging, and board-level assembly. This
last part of a 3-part column series concludes with bare board and some
selected industry and business factors.
Bare board
Overall 1999 PCB market is projected at $29.7 billion for rigid board and
$2.8 billion for flexible board (per IPC). This constitutes about 10%
growth over 1998. The flexible board is still a little shy of 10% of the
total.
New alternatives to PCB HASL (hot air solder level) surface finishes have
found their way and are more ready than 1998. These include Au/Ni, Pd/Ni,
Pd, Ag, Sn, and OSP systems (their comparison will be included in a future
column). Electroless Ni and immersion Pd become the practical PCB surface
coating systems. Electroless Ni has also made stride into UBM
(under-bump-metallurgy) applications.
High density and low cost PCB continues to be the watchword for 1999.
Surface build-up and microvia technology will be the focus of efforts.
Microvia development on all three techniques - plasma etching, laser
drilling, photovia processing, and their improvements are among the major
tasks for establishing future PCB fabrication process.
Along with the ability to achieve smaller vias and finer lines, associated
processes in PCB fabrication for the betterment of quality, economy and
environment will be other active areas. The interdependency between
microvias and the use of high I/O flip chip and CSP has been increasingly
recognized. Without the sound high-density board technology, high I/O flip
chip and CSP can not be fully utilized.
Fundamentally, substrate materials for high frequency (low dielectric
constant approaching 2.0), with high glass transition temperature and low
moisture absorption are always in demand. Other desirable performance
properties include board design and materials that provide efficient
thermal management and dimensional stability and low thermal expansion.
In order to fully take advantage of array packages and flip chips, better
PCB warpage control becomes mandatory for use as chip substrate for IC
packages as well as main boards.
Supporting factors
For coming years, business infrastructure will continue to shift, slowly
but steadily. One example, the make-up of in-house dedicated resource and
the outsourcing contracted functions will change. As corporations examine
the business strategies and assess the global market, outsourcing (as a
generic term) will be regarded as one of the viable tactics to maintain
competitiveness on the global landscape. For our industry, this translates
into the sustained growth of the contract-manufacturing sector. This also
extends from SMT board assembly to IC packaging, wafer fabrication, and
other specific material and process tasks.
A successful business must possess all three resources - people capital,
physical capital, and intellectual capital. The adequate supply of people
resource in relevant disciplines is one issue that our industry will be
facing in 1999. In general, tighter labor-pool in high-tech area is
expected, albeit the issue of engineer shortage is still under debate.
Companies are inevitably required to provide more training to the existing
workers and to the new employees.
Collaboration between business entities will become essential to the
advancement of scientifically-challenging technologies and to the timely
introduction of new products.
Y2K
Looking forward to 1999, we can not conclude without a few words about the
Y2K issue- -computers that have not been 'fixed" will confuse the year 2000
with the year 1900. Due to the old BIOS chips and software code programmed
with only two digits 00 to represent the year, old computers are incapable
of automatically going from 1999 to 2000. Actually, the "old' may be as
new as 1997.
When the clock strikes at midnight of December 31, 1999, all computer
systems will be put in a real test. To many, this will cause more
nervousness than to Cinderella. Many operations or transactions may need
to be able to distinguish 1900 and 2000 before the year 2000 comes, such as
advance orders.
Attention has been drawn to Y2K problem for the recent 2-3 years, although
it has largely intensified this year. Tackling the problem thoroughly can
be an expensive endeavor. Reportedly, worldwide cost may exceed $300
billion, constituting a significant portion of IT total budget to many
operations. This spending however will add about 0.1% to GDP in 1999
(roughly $8 billion) and reduce GDP by 0.3% in 2000 according to
economists' analysis (The Wall Street Journal, November 23, 1998).
Some have attributed the use of two-digit representation of the year to
limitation and high cost of memory chips in the past. However, this is
hardly a convincing justification. Candidly, two practices have been felt
as unnatural and uncomfortable all along by this author: (1) using
two-digit for the year, '78 instead of 1978; (2) skip 0 in front of the
decimal point .84 instead of 0.84 (hopefully this is not construed as
hindsight, since it is not). Both practices have been found more prevalent
in the U. S. than other countries.
After so much time spent and cost incurred, I have just noticed the
recently renewed credit cards are still tenaciously printed the expiration
Date - 12/01. Is it really that difficult to print additional two digits -
12/2001?
A majority of chips have no-date programming function, yet the involvement
extends if these systems are linked to a date-programmed system. It is the
question of when the date logic was programmed into the hardware and
software. Therefore, the problem has to be addressed in a systematic and
methodical manner in setting up an action plan and remediation procedures.
In addition, it is always a worthwhile precaution to have an independent
and objective audit for verification and validation.