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TMCNet:  Key Challenges and Issues Facing The IC Advanced Packaging Industry Report, 2007

[January 10, 2008]

Key Challenges and Issues Facing The IC Advanced Packaging Industry Report, 2007

NEW YORK --(Business Wire)-- Reportlinker.com announces that a new market research report related to the Packaging industry is available in its catalogue.

IC Advanced Packaging Industry Report, 2007

To order that report:

www.reportlinker.com/p074617/IC-Advanced-Packaging-Industry- Report-2007.html

For more information, contact Nicolas by email nbo@reportlinker.com , by phone +33 4 37 65 17 03.

The prices of semiconductor are fluctuating now and then because of continual advent of new products and the shortened lifecycle. In view of the cost of a complete semiconductor product, expense on packaging accounts for 5 to 25 percentage of market price of one semiconductor unit. However, as technology advances, the proportion of packaging cost to the whole cost becomes higher. Therefore, most clients of international semiconductor venders care more about the quality of packaging, output and terms of delivery. The packaging technology becomes so complicated and so many packaging methods available that add trouble to one single international semiconductor company of IDM to meet the increasing market demand. As a result, outsourced packaging becomes the mainstream.



In the outsourced packaging and test market, large international IDM companies shift their attention to core advantages such as design, R&D and marketing when facing fierce competition results from the rapid updating of products. Meanwhile, large international IDM companies become far less profitable under the influence of universal recession in the industry. Therefore, they sharply decrease their capital expense on semiconductor produce capacity and are rather conservative in extending produce capacity of backend packaging. Meanwhile world class package foundries continually invest in new technology R&D as advanced package demands are brought about by new IC products. As a result, large international IDM companies are more dependent upon advanced packaging technology of package and test foundries. As international IDM companies speed up outsourced processing worldwide, CAGR would reach 168% between 2003 and 2009.

Outsourced packaging e.g. BGA, CSP, FC, QFN and SiP are all fairly advanced. To enter the field, large investment (at least one billion yuan) is needed to purchase equipment and conduct technological R&D. Without enough capital and strong technological R&D capability, it is quite impossible to enter this field. So only big enterprises may go somewhere and only a few may have a place in package. As a result, supply never meets demand in package market. Therefore, advanced package companies get a higher gross profit margin. Gross profit margins of most companies have an increment from about 6% in 2001 to 20-35% at present. Naturally their revenues also increased by a large margin. Such case may only happen to advanced package industry in electronic industry.

Taiwan is gradually becoming a power in the packaging and test fields. Among the global top ten packaging and test companies, six are from Taiwan, all of which are performing well in both revenues and profits. If ranking by profit scale, nine Taiwan package and test companies may be listed in top-ten. So it can be concluded that global advanced packaging and test companies inhabit in Taiwan. However, Japanese often do well in the IC substrate field, so close business relationship between Taiwan and Japan is built as Japan companies transfer their technologies to Taiwan when an inadequate production capacity takes place. Actually 95% of electronic technologies in Taiwan, including packaging but not limited to, are from Japan.

With simultaneous complete master of both global advanced IC wafer foundry and IC advanced packaging technologies, Taiwan achieves best performance in the semiconductor industry worldwide and has become the heart of global semiconductor industry.

Taiwan' large packaging and test companies often merge and purchase small ones when developing. On average each company merges or acquires at least three small companies. For instance ChipMos Technology Ltd has acquired seven in five years. Or incorporate virtual group is formed such as Mosel Vitelic Inc, most of its member company deal with packaging & test. With their own know-how, they compete nice and well in the market. Many rank No. 1 in their respective fields and are very competitive. Sound in capital market and excellent in integrating, Taiwan companies are quite successful in merge and acquisition, which contributes a lot in the overall success of Taiwan packaging and test industry.

1 Overview of Global PCB and Packaging Industry

1.1 Global PCB Industry

1.2 Global Packaging and Test Market

1.3 Global Key Packaging and Test Manufacturers

1.4 Taiwan's Packaging and Test Industry

2 Overview of IC Substrate Packaging Market

2.1 IC Substrate Packaging Market

2.2 Downstream Product Market of IC Substrate Packaging

2.3 LCD Drive IC Packaging Market

3 Brief Introduction of Advanced Packaging

3.1 History of IC Substrate Packaging

3.2 BGA Packaging

3.2.1 Concept of BGA

3.2.2 Advantages and Process of BGA Packaging

3.2.3 Brief Introduction of PBGA

3.2.4 Brief Introduction of CBGA

3.2.5 TBGA

3.3 CSP Packaging

3.3.1 Definition of GSP Packaging

3.3.2 Brief Introduction of WL-CSP

3.3.3 Application of WL-CSP

3.3.4 Process of WL-CSP

3.4 FC packaging

3.4.1 Concept of FC Packaging

3.4.2 Process of FC Packaging

3.5 QFN Packaging

3.6 SiP Packaging

4 Advanced Packaging Material Industry and Market

4.1 Golden Thread

4.2 IC Substrate

5 Advanced Packaging Manufacturers

5.1 ASE (Advanced Semiconductor Engineering Inc.)

5.2 Amkor

5.3 SPIL (Siliconware Precision Industries Co., Ltd)

5.4 STATS ChipPAC

5.5 PPT (Phoenix Precision Technology Corporation)

5.6 Nan Ya PCB

5.7 Kinsus (Kinsus Interconnect Technology Corp.)

5.8 PTI (Power Technology Inc.)

5.9 ChipMos (ChipMos Technology Ltd)

5.10 King Yuan Electronics Co., Ltd

5.11 Chipbond Technology Corporation

5.12 International Semiconductor Technology, Ltd

5.13 UTAC

5.14 CARSEM

5.15 Ibiden

5.16 Shinko

5.17 Jiangyin Changdian Advanced Packaging Co., Ltd (JCAP)

5.18 Global Advanced Packaging Technology Limited (GAPT)

5.19 Unimicron

Proportion of Global PCB Production Value by Technology Types, 2007

Production Value of Global PCB by Regions, 2007

Market Scale of Specific Packaging and Test Industries, 2005-2011

Proportion of Outsourced Packaging, 2005-2011

Proportion and Estimated Proportion of Various Packaging Forms, 2003-2008

Ranking of the World's Top 13 Packaging Companies, 2007

Statistics and Forecast of Global IC Substrate Market Scale, 2005-2009

Global IC Substrate Product Classification, 2006

Growth Margin of Output Value of FC, PBGA and CSP, 2004-2007

FC Supply and Demand in the World, 2005-2008

Technology Distribution of Main PC Manufacturers, 2007

Forecast of Embedded Package Structure, 2010

Forecast of Shipment and Average Price of DRAM Memory, 2006Q1-2007Q4

Forecast of Balance of Supply and Demand of DRAM Memory, 2006Q1-2007Q4

Market Share of Self-owned Brands of Top Ten Global Manufacturers, 2007Q3

Market Share of Main Manufacturers of Large TFT-LCD Drive IC, 2006

Global TFT-LCD Supply and Demand, 2000-2012

Lead Pitch Contrast between Different Packaging

Contrast of the Biggest Lead Number

Frequency Upper Limit of Different Packaging

Section of BGA

Sketch Map of BGA Packaging

Process of BGA Packaging

Typical Diagram of BGA Packaging Process

Sketch Map of PBGA

Sketch Map of CBGA

Sketch Map of the Structure

Sketch Map of nanoBGA

Contrast between TSOP and CSP

Sketch Map of Stack Memory CSP

Sketch Map of Standard WL-CSP

Sketch Map of Fujitsu WL-CSP

Sketch Map of Amkor WL-CSP

Suitable Types for WL-CSP

Application Proportion of WL-CSP Downstream in 2007

Production Process of WL-CSP

Operation Process of WL-CSP

Sketch Map of CMOS Sensor Packaging

Sketch Map of FC

FC Examples

Comparison of FC&BGA

Typical FC Packaging Process

Process of daylight & moonlight FC Packaging

Experiments on FC Packaging

Sketch Map of QFN Packaging

SiP Packaging Examples (802.11b IFE Module)

SiP Cross Section

Typical FC SiP Cross Section

SiP Classification according to Stack Forms

SiP Production Process

Example of Philips RF SiP

Passive Device Substrate Technology

Circuit Diagram of SiP Integrated Passive Device

PSvfBGA Section

PSvfBGA Planform

MCM-PBGA Sketch Map

Global Market Shares for Golden Thread for IC Packaging, 2006

Global Market Shares for Solder Ball Materials for IC Packaging, 2006

Statistics and Forecast of Revenues and Gross Profit Margin of ASE, 2001-2008

Market Value of ASE, 2002-2006

Organization Structure of ASE

Revenues and Gross Margin of ASE, 2006Q1-2007Q3

EBITDA and Capex of ASE, 2006Q1-2007Q3

Revenues and Gross Margin of ASE's Packaging Sector, 2006Q1-2007Q3

Revenue Structure of ASE by Packaging Type, 2006Q1-2007Q3

Revenue Structure of ASE by Test Type, 2006Q1-2007Q3

Core Technology of ASE

Core Testing Technology of ASE

Revenues of Amkor, 1985-2005

Revenues and Gross Margin of Amkor, 2006Q1-2007Q3

Revenue, Capex and Key Investment Areas of Amkor, 2006Q1-2007Q3

Proportion of Amkor Products Used in Downstream Industries, 2007Q3

Total Investment of SPIL

Organization Structure of SPIL

Revenues and Gross Margin of SPIL, 2001-2006

Revenue Structure of SPIL by Region

Proportion of SPIL Products Used in Downstream Products

Proportion of SPIL Products by Technology, 2005Q4, 2006Q1, 2007Q2, 2007Q3

Revenues and Gross Margin of STATS ChipPAC, 2004-2006

Figure: Revenue Structure of STATS ChipPAC by Product, 2006

Proportion of STATS ChipPAC Products Used in Downstream Products, 2006

Revenue Structure of STATS ChipPAC by Region, 2006

Global Network of STATS ChipPAC

Statistics and Forecast of PPT Revenues, 1998-2009

Product Structure of PPT, 2005Q1-2007Q3

Proportion of Number of Layers of PPT Products, 2005Q1-2007Q3

Proportion of PPT Products Used in Downstream Products, 2005Q1-2007Q3

Figure: Revenue Structure of PTT by Region, 2005Q1-2007Q3

Statistics of PPT Capital and Employees

Revenue and Gross Profit Rate of Kinsus, 2001-2006

Operation Profit Rate of Kinsus, Nan Ya PCB and PPT, 2003Q1-2008Q4

Contribution Rates of Main Clients of Kinsus Revenue, 2006

Contribution Rates of Main Clients of Kinsus Revenue, 2007H1

Revenue and Gross Profit Rate of PTI, 2005-2008

Revenue and Gross Profit of ChipMos, 2001-2007Q3

EBITDA Profit of ChipMos, 2005Q1-2007Q3

Revenue Structure of ChipMos, 2007Q3

Revenue Structure of ChipMos by Product, 2007Q3

Core Technology of ChipMos

Main Clients of Memory of Chipmos

Revenue of Chipmos of Memory, 2001-2007Q3

Revenue of Chipmos of NAND Flash, 2006Q1-2007Q3

Main Clients of LCD Drive IC of ChipMos

Revenue of LCD Drive IC of ChipMos, 2001-2007Q3

Output Capacity of Shanghai Base of ChipMos

Statistics and Forecast of KYEC's Revenues and Gross Profit Margin, 2002-2007

Organization Structure

Structure of Revenue from Process Business, 3Q2007

Revenue Structure by Product, 3Q2007

Structure of KYEC's Products Application in the Downstream Industry, 3Q2007

Chipbond's Client Structure, 2006

Chipbond's Revenue Structure by Product, 3Q2007

Chipbonds' Testing Business Structure, 2007Q1-Q3

Chipbond's Capacity Expansion, 1Q2007-4Q2008

Statistics and Forecast of IST's Revenue and Gross Profit Margin, 2003-2008

Capital Expenditure of IST, Chipmos and Chipbond, 2002-2007

IST's Production Capacity Expansion Scheme

UTAC's Revenue and Gross Profit Margin, 2001-2005

Overview of UTAC and NSEB

Clients of UTAC and NSEB

UTAC's Revenue Structure, 1Q2006

UTAC's Revenue Structure by Region, 1Q2006

IBIDEN's Financial Data, 2003-2007

IBIDEN's Capital Expenditure Scheme, FY2006 and FY2007

Statistics and Forecast of Shinko's Sales Revenue, FY2003-FY2007

Statistics and Forecast of Shinko's Net Returns on Sales, FY2003-FY2007

Shinko's Products

Statistics and Forecast of JCAP's Revenue and Gross Profit Margin, 2006-2009

JCAP's Monthly FBP Output, Jan-Nov 2007

Unimicron's Organizational Structure

Application Structure of Unimicron's Downstream Products, 1Q2006-2Q2007

Structure of Unimicron's Products by Technology Type, 1Q2007-4Q2008

Production Capacity of Unimicron by Product, 2005Q4-2006H2

Investment of Unimicron in Plants, 2000-2005

Ranking of 95 PCB Companies Worldwide, 2005 & 2006

Ranking of the World's Top Ten Packaging Companies, 2005

Clients of Main Global PC Substrate Manufacturers, 2005-2006

Output Capability of Main Global PC Substrate Manufacturers, 2007-2008

Global FC Demand Analysis (Converting into 31mm*31mm Substrates)

Rank of Self-owned Brands of Top Ten Global Manufacturers by Memory Operation Revenue, 2007Q3

Differences between conventional IC and WL-CSP

SiP Technological Circuit Diagram 2004-2018

etCSPSection

Global Market Scale of Advanced Packaging Material Industry, 2004-2008

ASE's Production Bases in Mainland China

Statistics of SPIL Production Capacity

SPIL's Major Raw Materials Suppliers

Merger Events of ChipMos

Structure of Revenue from Process Business, 1Q2006-2Q2007

IST's Production Capacity, 1Q2006-4Q2007

Product Groups Assembled at M Site

Product Groups Assembled at S Site

BGA/PGA Packaging

CSP Packaging

Statistics and Forecast of Unimicron's Mobile Phone PCB Shipment, 2002-2007

Unimicron's Manufacturing Sites

To order that report:

www.reportlinker.com/p074617/IC-Advanced-Packaging-Industry- Report-2007.html

(Long URLs in this release may need to be copied/pasted into your Internet browser's address field. Remove the extra space if one exists.)

For more information, contact Nicolas by email nbo@reportlinker.com , or by phone +33 4 37 65 17 03.

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