Teradyne business update

Because Technology Never Stops
SEMICON CHINA
3D-IC BEYOND SMARTPHONES
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TERADYNE – WE ARE TEST
Chip Test
Wafers
Packaged
Devices
Sub System
Test
Printed Circuit
Boards
Global Services Organization
2
Final Product Test
Hard Disk
Drive
Wireless Products
TERADYNE BUSINESS
Semiconductor Test
System-On-Chip (SOC) Test
• Leading wireless, mixed signal, microcontroller and
performance analog test systems
• Largest installed base with over 11,000 systems installed at
IDM and OSAT customers
Memory Test
• Highest Throughput Flash and High Speed DRAM Solutions
FY2013
Wireless Products
Semiconductor
Test
System Test
18%
Wireless Test
• Unique tester architecture focused on production test of mobile devices
• Products deliver highest throughput and shortest time to market
• Serves ~$1B wireless production test market
Systems Test Group
Defense & Aerospace Board Test
• Defacto standard for DoD digital test
Storage Test
• Industry’s most productive 2.5” HDD Systems
Commercial Board Test
• Patented low voltage test technology delivers highest yield in-circuit
board test
3
11%
71%
SMARTPHONES ARE THE DRIVER…FOR NOW
• Smartphones have dominated semiconductor and packaging
technology for the last decade
• Smartphone and 3D-IC and TSV technologies have not aligned
• Smartphone size is driven by the screen size
(3D-IC makes things smaller)
• Smartphones need huge power hungry processors
(Thermal challenges make 3D-IC harder)
• Smartphones need huge amounts of memory and memory bandwidth
(LP-DDR capabilities have surged ahead of WideIO)
• Beyond 2016 smartphones growth slows down
• A variety of connected products drive the growth of the
semiconductor industry after 2016
• Small connected devices especially wearables need 3D-IC
technology to be truly successful
•
•
•
•
Wearables need to be incredibly small and light
Wearables need to be very power efficient because of limited battery size
Wearables have more specific applications
Wearables need to integrate a lot of different semiconductor technologies
• Test strategy for 3D-IC must align with the types of devices that
will use the technology
Source: Telenav via BGR
TECHNOLOGY WAVES
• Mobile Phone growth
has levelled off
• Smart Phone grow will
level off after 2016
• Tablets will overtake
PCs in 2014
• What will explosively
drive growth after
smartphones?
Source: Gartner
SMARTPHONE SEASONALITY DRIVES OPERATIONS
UltraFLEX Shipments
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SMARTPHONE VERSUS CONNECTED DEVICE
Photo Credit: iFixit
Photo Credit: EDN
Photo Credit: EDN
Photo Credit: Samsung
>20 complex devices
Processor: >100mm2 die size
RF: LTE, WLAN, BT, NFC, GPS
DRAM: 2GB
Flash: 64GB
Battery: 2600 mAh
6 complex devices
Processor: <35mm2 die size
Radios: WLAN, BT, GPS
DRAM: 1GB
Flash: 16GB
Battery 570mAh
Photo Credit: iFixit
Smartphone
Connected devices
Low mix /
Huge volume
High mix /
Moderate volume
Many Functions
Specific Functions
Big screen / HD Video
Small or no screen / No video
3D-IC WILL SUCCEED, BUT NOT WHERE YOU THINK
Hypothetical codesigned
Heterogeneous 3D-IC
Smartphone – Memory on Logic
Image Sensor
MEMS sensor
Radio
Touch
Low Power processor
Display Driver
Source: TSMC
High die costs
High power thermal stress
Huge interconnect counts
Co-design and testability issues
Difficulty hitting commodity pricing
Lack of need: Product size driven by screen size
Smaller, cheaper die
Small battery drives low power
Smaller interconnection counts
Cleaner technology partitioning
Smaller is definitely better
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TEST STRATEGY FOR 3D-ICS
In smartphone applications
In connected applications
• KGD for big digital devices
• Redundancy to achieve
required DPPM
• High probe count interfaces
• Post stack test requiring very
long scan tests
• High speed external IO
• Huge Volume / High Site
Count
• KGD for small mixed signal
devices
• DPPM achieved without
redundancy
• Simpler probe interfaces
• Little or no post stack test
• Low speed external IO
• Higher Mix / Lower Site Count
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TEST IMPLICATIONS FOR WEARABLE 3D-ICS
9 axis
MEMS
KGD
Test
WLAN
BT
GPS
KGD
Test
Stack
Touch
Control
KGD
Test
Stack
Display
Drive
KGD
Test
Stack
MCU
KGD
Test
Stack
Image
Processor
KGD
Test
Stack
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Mixed signal and RF
Higher mix of products
Embedded memory
Cost sensitive
Functional Test of final product
Assembly
Final Test
FINAL TEST SYSTEM REQUIREMENTS
Digital
• Low speed external interfaces
• Deep and extensive scan test
• Low cost per pin
• Embedded Flash test capability
• Protocol Aware for Functional Test
Mixed Signal
• RF support for standards based testing
• High pin count converter test capability for Touch
• Display Driver test capability
Mechanical
• Positional stimulus for MEMS sensors
Teradyne Confidential