With the rapid development of BGA (ball grid array) and CSP (chip level package) and other new ICs, IC substrate has been booming, these ICs need new packaging substrate. As one of the most advanced PCB (printed circuit board), IC substrate PCB, along with any layer of HDI PCB and flexible rigid PCB, has explosive growth in popularity and application. Now it is widely used in Telecom and electronic updates.
What is IC substrate?
IC substrate is a kind of substrate used to package bare IC (integrated circuit) chips. Connecting chips and circuit boards, IC is an intermediate product with the following functions:
It captures semiconductor IC chips
There are wiring connection chip and PCB inside
It can protect, strengthen and support the IC chip, providing heat tunnel
IC packaging substrate is developed on the basis of HDI / BUM board, or IC packaging substrate is HDI / BUM board with higher density.
IC substrate classification
a. Classification by package type
BGA IC substrate: The IC substrate performs well in heat dissipation and electrical performance, and can significantly increase the chip pins. Therefore, it is suitable for IC packages with more than 300 pins.
CSP IC substrate: CSP is a single chip package, lightweight, small size, with a size similar to IC. CSP IC substrate is mainly used in memory products, telecommunication products, and electronic products with a small number of pins.
FC IC substrate: FC (flip chip) is a flip-chip package with low signal interference, low circuit loss, good performance, and effective heat dissipation.
MCM IC substrate. MCM is the abbreviation of a multi-chip module. This type of IC substrate absorbs chips with different functions into a package. Therefore, due to its features including lightness, thinness, shortness, and miniaturization, the product can be the best solution. Of course, because multiple chips are packaged in one package, this type of substrate does not perform well in signal interference, heat dissipation, fine wiring, and so on.
b. Classification by material properties
Rigid IC substrate: It is mainly made of epoxy resin, BT resin, or ABF resin. It's CTE (coefficient of thermal expansion) is about 13 to 17ppm /℃
Flex IC substrate: It is mainly made of PI or PE resin and has CTE 13 to 27ppm / ℃·
Ceramic IC substrate: It is mainly made of ceramic materials, such as alumina, aluminum nitride, or silicon carbide. It has a relatively low CTE of about 6 to 8 ppm / ℃
c. Classification by bonding technology
Application of IC PCB
IC PCB is mainly used in lightweight, powerful electronic products, such as smartphones, laptops, tablets and networks, telecommunications, medical, industrial control, aerospace, and military fields.
The development of rigid PCB has gone through a series of innovative substrate PCBs from multilayer PCB, traditional HDI PCB, SLP (substrate-like PCB) to IC. SLP is just a rigid PCB, and its manufacturing process is similar to that of semiconductor scale.
The main application fields of IC substrate include CPU, North-South Bridge chip, graphics card chip, memory chip, communication chip, game machine chip, and so on.
Manufacturing difficulties of IC substrate PCB
IC substrate board is also a product based on BGA (ball grid array) architecture. Its manufacturing process is similar to that of PCB products, but its precision is greatly improved, and there are differences between IC substrate board and PCB in material design, equipment selection, post-process, etc. IC substrate has become a key component in IC packaging, gradually replacing some lead frame applications. Compared with standard PCB, IC substrate must overcome the difficulties of high performance and advanced function in manufacturing.
a. IC substrate manufacturing
The IC substrate is thin and easy to deform, especially when the thickness is less than 0.2mm. In order to overcome this difficulty, breakthroughs must be made in plate shrinkage, lamination parameters, and layer positioning system, so as to effectively control substrate warpage and lamination thickness.
b. Microvia manufacturing technology
Microvia technology includes the following aspects: conformal mask, laser drilling micro blind through-hole technology, and copper plating filling technology.
The purpose of the conformal mask is to logically compensate the laser drilling through the opening, and the blind hole can be directly located through the aperture.
Laser drilling micromachining is related to the following technologies: through-hole shape, aspect ratio, side etching.
Blind hole copper coating with the following technical aspects: through-hole filling ability, blind hole opening, sinking, copper plating reliability, etc.
c. Patterning and copper plating technology
Patterning and copper plating technology are related to the following technical aspects: circuit compensation technology and control, thin wire manufacturing technology, copper plating thickness uniformity control.
d. Solder mask
The fabrication of IC PCB solder masks includes through-hole filling technology, solder mask printing technology, and so on. So far, the surface height difference of IC PCB is less than 10um, and the surface height difference between solder mask and pad should not exceed 15 microns.
e. Surface treatment
The thickness uniformity should be emphasized in the surface treatment of IC PCB. Up to now, the acceptable surface treatment of IC PCB includes ENIG / ENEPIG.
f. Testing capability and product reliability testing technology
IC PCB requires different testing equipment from traditional PCB. In addition, there must be engineers who can master the testing skills of special equipment.
In a word, IC substrate PCB requires more requirements than standard PCB and HDI PCB. Manufacturers must have advanced manufacturing capabilities and be proficient in them.
The most important feature of IC substrate structure is micro through hole
The customer base of IC substrate
These customers can be divided into two categories, the first category is PC, communication, game machine chip factory, including
1. CPU class: Intel, AMD;
2. North-South Bridge: via (Weisheng), SIS;
3. Graphics: NVIDIA, ATI;
4. Storage: Samsung, Toshiba, Xindi, Marvell, etc;
5. Communication: Broadcom, Motorola, Marvell;
6. Other semiconductor companies: Altera, Xilinx, STM, etc.
The second category is packaging and testing plants, such as silicon products, Sunmoon and Amkor. Among them, silicon products and Sunmoon are the top two packaging and testing plants in Taiwan, China, and Amkor is the world's largest packaging and testing plant.
Application fields and main customers distribution of IC substrate factory
IC substrate factory
CPU, North-South Bridge chip
Graphics card, North-South Bridge chip, mobile phone chip
ATI, NVIDIA, via, SIS, Broadcom, silicon products
Graphics card, North South Bridge chip, network, DSP
ATI, NVIDIA, Altera, Xilinx, Amkor, Marvell, Xindi, silicon products, Sunmoon
Flash memory card, digital camera chip, wireless network chip
Graphics card, North-South Bridge chip
At present, the global packaging substrate market is basically occupied by the PCB enterprises in Taiwan of China such as UMTC, IBEDEN, SEMCO, SOUTH ASIA CIRCUIT BOARD, KINSUS, and other countries, as well as Japan and South Korea. The market share of the top ten enterprises is more than 80%, and the industry concentration is high.
At present, the world's main production bases are in Japan, Taiwan, and South Korea. The main manufacturers include Japan's Yifei electric, Shengang electric, Kyocera, Eastern, South Korea's Samsung electric, LG Innotek, Xintai electronics, Daeduke, KCC, and Taiwan's Xinxing Electronics, Jingshuo, South Asia, And Sunmoon.
The Chinese market is dominated by three Taiwan manufacturers and four local manufacturers. Taiwan manufacturers XIN XING ELECTRONICS, JINGSHUO, and SOUTH ASIA have IC packaging substrate factories in Suzhou and Kunshan; Local manufacturers Shennan circuit, Zhuhai Yueya, and XINGSEN technology set up factories in Shenzhen, Wuxi, and Zhuhai. Oates at & S, an Austrian company, began to put into production and produce IC packaging substrates in Chongqing in 2016. At present, the domestic market is dominated by the above seven manufacturers.
2017In 2015, the total capacity of IC packaging substrate in the Chinese market reached 1. 14 million square meters, which is expected to increase to 1. 94 million square meters by 2025;At the same time, the output of IC packaging substrate will reach 930000 square meters in 2017 and 1. 64 million square meters in 2025, with a CAGR of 7. 2%. In terms of the output value of IC packaging substrate, it will reach 3. 2 billion yuan in 2017 and 5. 1 billion yuan in 2025, with a CAGR of 5. 9%.
At present, the mainstream products of domestic production are FC CSP, FC BGA, and WB BGA / CSP. It is expected that FC CSP will maintain rapid growth in the next few years. In the domestic market, IC packaging substrates are mainly used in smartphones, tablet computers, PCs, communication devices, and storage. In the future, with the transformation and upgrading of China's manufacturing industry, the strategic importance of the semiconductor industry is becoming increasingly prominent, the establishment of the concept of green development, and the rapid development of the Internet of things, new energy vehicles, and other emerging industries in China, the rapid development of China's semiconductor industry will be driven, Further drive domestic IC packaging substrate production and demand.
Top 15 packaging substrate (IC substrate) manufacturers in the world
However, as the PCB industry in the United States, Japan, South Korea, Taiwan, and other regions has entered a mature or even recession period, its output value is also gradually showing a downward trend. Chuan Cai Securities pointed out in the research report that Japan, which represents the global high-end PCB manufacturing level and guides the global PCB development direction, has weakened its competitiveness in recent years due to its market strategy and price level.
China's local PCB enterprises are expected to share the dividend of industrial transfer and industry concentration and are gradually undertaking the PCB production capacity of other countries and regions. With the significant increase of capacity utilization rate of SMIC international and Huahong semiconductor's domestic two major generation factories, it will drive the development of its downstream packaging and testing manufacturers.
In the field of conventional packaging substrate, the products of domestic manufacturers such as Shennan circuit, XINGSEN express, and Zhuhai Yueya have been mass-produced, and the technology is relatively mature, and they have successively announced the expansion of production. Industry insiders believe that with the gradual expansion of the scale of domestic substrate manufacturers, the follow-up cost advantage will be obvious.
In addition, domestic manufacturers speed up the layout of HDI products and catch up with Taiwan manufacturers. The production capacity is concentrated in the second half of 2021, and the HDI mainly launched is still in short supply for the high-end production capacity of first-order, second-order, third-order, and any layer.