Showing posts with label 3-D. Show all posts
Showing posts with label 3-D. Show all posts

Tuesday, May 26, 2015

Apple Propelled IC Growth to +60%/ +20%

My last blog (Semiconductor IC Sales +60% to +20% for 6 Companies) discusses large increase in semiconductor sales for some companies in first quarter of 2015.The driving force behind these large growth is Apple. Apple purchase more than $25B in 2014 (see table below). When Apple started diversifying its semiconductor sources it led to large impact on them. 


2013 Ranking

2014 Ranking


Company


2013


2014

Growth (%) 2013-2014

Market Share (%) 2014
1
1
Samsung 
30.6
32.1
5.1
9.4
2
2
Apple
23.5
25.8
9.8
7.6
3
3
HP
13.7
14.7
7.1
4.3
4
4
Lenovo
9.5
12.8
33.9
3.8
5
5
Dell
9.1
10.3
13.2
3.0
6
6
Sony
7.7
7.4
-2.8
2.2
9
7
Huawei
4.9
6.0
21.6
1.8
7
8
Cisco Systems
5.6
5.8
3.1
1.7
10
9
LG Electronics
4.7
5.5
15.9
1.6
8
10
Toshiba
5.5
5.3
-4.0
1.5


Others
200.2
214.2
7.0
63.0


Total
315.0
339.9
7.9
100.0
Note: Some columns do not add to totals shown because of rounding.
Source: Gartner (January 2015)

Apple demand is large part of TSMC 44% sales growth, GlobalFoundaries 21%, and Hynix 25% in first quarter of 2014.

Apple diversifying its semiconductor supplier started couple years ago (see November 2013 blog http://semiconductorexpert.blogspot.com/2013/11/who-will-fabricate-apple-microprocessors.html ).

When Apple shifted from using Samsung as the only vendor fabricating its microprocessor, it had large impact on Samsung sales. Apple was a major customer of Samsung several years ago. See March 2012 blog Foundry Rankings (Including Samsung’s  iPad, iPhone Breakdown) . 

More about Apple increases reliance on TSMC and adding GlobalFoundaries is in earlier blogs such as April 2015 Next iPhone Be Fabricated at TSMC .





Ron
Insightful, timely, and accurate semiconductor consulting.
Semiconductor information and news at - 
http://www.maltiel-consulting.com/

Thursday, November 14, 2013

Who Will Fabricate Apple Microprocessors

DigiTimes reports a rumor that Samsung and Globalfoundries will work together on Apple A9 microprocessor fabrication. Apple have a choice of  only very few fabs that have the  leading edge technology and the manufacturing capacity. Apple would like to have a second source for its chip manufacturing, maybe it is forcing Samsung to work with Globalfoundries. It is not likely that Samsung would only provide its patent protection.

Some process technology would be shared also. Could be that Samsung 3D NAND technology is a key ingredient of such a deal (see TSMC and GlobalFoundries 3-D Transistors (FinFETs) ).

The cost of leading edge process technology ties Apple hands and is the reason that Apple cannot Kick Its Samsung Habit

Ron
Insightful, timely, and accurate semiconductor consulting.
Semiconductor information and news at -
http://www.maltiel-consulting.com/




Josephine Lien, Taipei; Jessie Shen, DIGITIMES [Wednesday 13 November 2013]
Rumors have been circulated in the IC industry claiming that Globalfoundries and Samsung Electronics will team up to vie for A9-series chip orders from Apple. Under the reported tie-up, Samsung will provide related patents and Globalfoundries will handle wafer production.
TSMC is believed to have secured contract manufacturing orders for Apple's 20nm A8 processor chip slated for 2014, and stands a good chance of also securing orders for the A9 series that will be built using a 3D transistor (FinFET) design. Nonetheless, rumors have it that Samsung plans to assist Globalfoundries in producing chips for Apple. Samsung will grant related patents for the manufacture of the A-series processors to the US foundry, which has a commitment to bring manufacturing jobs back to the country.
Globalfoundries will have its Fab 8 complex in Malta manufacture the reported A9 processor chips for Apple, while Samsung will collect royalties for licensing its patents, according to the rumors.
Samsung has long been the sole supplier of Apple's A-series chips, but gradually lost orders for some components such as memory chips due to its competition with the customer in the mobile space.

Friday, January 4, 2013

TSMC and GlobalFoundries 3-D Transistors (FinFETs)

Foundries are trying to catch up with Intel 3D FinFET transistors at the 14nm process, while maintaining an older interconnection process.

"they’ll take a half step. They will replace planar transistors with a denser array of FinFETs, but they won’t advance the manufacturing process used to build the wiring that connects the devices on the “back end” layers of the chip. As a result, although there will be more transistors in any given area, a good number of them won’t be connected and therefore can’t be used. The chips won’t be much smaller than the 20-nm generation, which is going into production now. "

See more about Intel's 14nm Process and Manufacturing Roadmap and a Tutorial: Intel 22nm 3D Tri-Gate FinFETs Transistors 


Additional information about the foundries transition is GlobalFoundries Tips 10nm Process

Ron
http://www.maltiel-consulting.com/



Foundries Rush 3-D Transistors

Nearly two years after Intel, the world's leading foundries scramble to get FinFETs into the hands of chip designers

By Rachel Courtland / January 2013

The 3-D transistor is poised to go mainstream. After falling behind Intel, the world’s biggest foundries are all gearing up to produce these cutting edge switches. And to accelerate the process, some have opted to take an unusual step: marrying the new transistors with an older approach to building the wiring that ties them together on a chip.


The hope is that this hybrid strategy will help foundries make 3-D transistors, or FinFETs, available to most of the world’s semiconductor firms by 2014, a good year earlier than anticipated. That could help close the gap with Intel, which unveiled the first commercial 3-D transistor process in 2011 and likely aims to supply the technology, with few exceptions, only to itself. Intel plans to release the transistors in smartphone and tablet chips tailor-made to compete against the foundries’ customers. 


Chipmakers are switching to FinFETs because each time they have shrunk their ordinary, planar transistors, manufacturers have seen a smaller performance gain. FinFETs—which effectively turn the transistor’s current- carrying channel on its side to create a fin—carry more current and leak less of it, making for circuits that perform better and use less power. GlobalFoundries, Samsung, Taiwan Semiconductor Manufacturing Co. (TSMC), and United Microelectronics have all made it clear that they plan to pursue the technology. They aim to introduce FinFETs at the 14-nanometer-manufacturing-process node—a step, more or less, behind Intel’s 22-nm introduction. 


To get there, both GlobalFoundries and TSMC have revealed they’ll take a half step. They will replace planar transistors with a denser array of FinFETs, but they won’t advance the manufacturing process used to build the wiring that connects the devices on the “back end” layers of the chip. As a result, although there will be more transistors in any given area, a good number of them won’t be connected and therefore can’t be used. The chips won’t be much smaller than the 20-nm generation, which is going into production now. That means the foundries won’t be able to create more of them on a single wafer to reduce costs. Nonetheless, GlobalFoundries expects the chips it will produce could be as much as 55 percent faster or 40 percent less power hungry than the 20-nm generation. 


For GlobalFoundries, the advantage of this halfway approach is that it will let the company keep more than 7000 design rules that were developed for the 20-nm planar chip, while changing just 60 or so that are needed to describe the fin, says Subramani Kengeri, vice president of advanced technology architecture at GlobalFoundries. “First- generation FinFET is a huge challenge. There’s no question about it,” says Kengeri. “Adding more risks to that by adding other complexi ties that were not necessarily fin- related was not prudent.” All told, the hybrid approach should allow the company to accelerate production by a year.


Illustration: Emily CooperFINS ARE IN: Three-dimensional transistors, or FinFETs, control current between the source and drain more effectively by surrounding the transistor channel with the gate on three sides.
Click on the image for a larger view.TSMC, which calls its FinFET scheme a 16-nm process, says its chips are “similar” in size and density to other foundries’ 14-nm offerings. Later this year, both TSMC and GlobalFoundries hope to create small batches of test chips for customers and are targeting full production in 2014, which will put the companies’ releases more or less on the same schedule as that of Intel’s own 14-nm chips.


“I think this incremental strategy is probably a very sound, safe way of not changing too many things at the same time and developing something they can be sure can be production worthy,” says Chi-Ping Hsu, who heads up research and development for the Silicon Realization Group at Cadence, an electronic design automation firm based in San Jose, Calif.


FinFETs are “a huge challenge for the whole industry,” Hsu says. He estimates that his team at Cadence has already spent some 4000 man-years overhauling computer code for today’s generation of chips so that processor operation can be simu lated in a realistic time frame. FinFETs, which boast stronger electrical effects on their neighbors and have dimensions that can’t be adjusted, are an added challenge. Hsu reckons it will cost the foundries and their partners some US $6 billion to develop the manufacturing prowess and the computational tools needed to make 14-nm and 16-nm chips.


Whether the investment will pay off in the end is unclear, says Sam Tuan Wang, chief analyst for semiconductor foundries at Gartner. “People say if Intel can do it, I can do it. That’s not true,” he says. We may not have to wait long to find out.