REVERSE COSTING® – STRUCTURAL, PROCESS & COST REPORT

3D Time-of-Flight Module in Meizu 17 Pro The first 3D ToF camera from with Lumentum’s VCSEL

SP20571 - IMAGING report by Taha AYARI Laboratory analysis by Youssef EL GMILI November 2020 - Sample

22 bd Benoni Goullin 44200 NANTES - FRANCE +33 2 40 18 09 16 [email protected] www.systemplus.fr ©2020 by System Plus Consulting | SP20571 - 3D Time-o-Flight Module in Meizu 17 Pro | Sample 1 Table of Contents

Overview / Introduction 4 Manufacturing Process 79 o Executive Summary o Global Overview o Reverse Costing Methodology o NIR Sensor Die Front-End Process & Fabrication Unit Company Profile 11 o NIR VCSEL Process Flow & Fabrication Unit o VCSEL Driver Die Front-End Process & Fabrication Unit Market Analysis 15 Cost Analysis 92 Physical Analysis 19 o Summary of the Cost Analysis o Summary of the Physical Analysis o Yields Explanation & Hypotheses o 3D Sensing System Assembly o NIR Camera Module ✓ Module Views ✓ Array, BSI & Optical Front-End Cost ✓ Module Opening ✓ NIR ToF Image Sensor Wafer & Die Cost ✓ System Cross-Section o Flood Illuminator Module o NIR Camera Module ✓ NIR VCSEL Front-End Cost ✓ Module Views & Dimensions ✓ NIR VCSEL Probe Test, Thinning & Dicing ✓ Module Cross-Section ✓ NIR VCSEL Die Wafer Cost o NIR CMOS Image Sensor ✓ Component Cost ✓ Die Overview & Dimensions o VCSEL Driver ✓ Die Process ✓ Front-End Cost ✓ Die Cross-Section ✓ Probe Test, Thinning & Dicing ✓ Die Process Characteristics ✓ Die Cost o Flood Illuminator ✓ Module Views & Dimensions o ToF Module ✓ Module Cross-Section ✓ Complete Module Cost ✓ Complete Module Price o NIR VCSEL Die ✓ Die Views & Dimensions Technical and Cost Comparison 121 ✓ Die Process o Meizu 17 Pro vs. Galaxy Note10+ vs iPad Pro ✓ Die Cross-Section Feedbacks 126 ✓ Die Process Characteristics SystemPlus Consulting Services 128 o VCSEL Driver Die ✓ Views & Dimensions ✓ Delayering & Main Blocs ✓ Die Process ©2020 by System Plus Consulting | SP20571 - 3D Time-o-Flight Module in Meizu 17 Pro | Sample 2 Meizu 17 Pro - Overview

Overview / Introduction o Executive Summary o Reverse Costing Methodology o Glossary o Meizu’s ToF module

Company Profile

Market Analysis Dimensions Physical Analysis o Height: 160 mm o Width: 77.2 mm Manufacturing Process Flow o Thickness: 8.5 mm

Cost Analysis Weight Technical & Cost Comparison o 219 g

Feedbacks

Related Reports

About System Plus

Meizu 17 pro- Overview

©2020 by System Plus Consulting | SP20571 - 3D Time-o-Flight Module in Meizu 17 Pro | Sample 3 Meizu 17 Pro - Overview

Overview / Introduction o Executive Summary o Reverse Costing Methodology o Glossary o Meizu’s ToF module

Company Profile

Market Analysis UltraWide camera module RGB main camera module Telephoto camera module Physical Analysis

Manufacturing Process Flow

Cost Analysis

Technical & Cost Comparison

Feedbacks

Related Reports

About System Plus ToF module

Meizu 17 Pro - Rear optical block ©2020 by System Plus Consulting

©2020 by System Plus Consulting | SP20571 - 3D Time-o-Flight Module in Meizu 17 Pro | Sample 4 Summary of the Physical Analysis Overview / Introduction

Company Profile

Market Analysis

Physical Analysis o Summary of the Physical Analysis o ToF Module Disassembly o NIR Camera Module o NIR CIS Die o Flood illuminator o NIR VCSEL Die o VCSEL Driver Die

Manufacturing Process Flow

Cost Analysis

Technical & Cost Comparison

Feedbacks

Related Reports

About System Plus

©2020 by System Plus Consulting | SP20571 - 3D Time-o-Flight Module in Meizu 17 Pro | Sample 5 ToF Module Disassembly Overview / Introduction

Company Profile Flood illuminator NIR camera Market Analysis

Physical Analysis o Summary of the Physical Analysis o ToF Module Disassembly o NIR Camera Module o NIR CIS Die o Flood illuminator o NIR VCSEL Die o VCSEL Driver Die

Manufacturing Process Flow Module tilted view – Optical View ©2020 by System Plus Consulting

Cost Analysis

Technical & Cost Comparison Metal enclosure Feedbacks

Related Reports

About System Plus

Module opening – Optical View ©2020 by System Plus Consulting

©2020 by System Plus Consulting | SP20571 - 3D Time-o-Flight Module in Meizu 17 Pro | Sample 6 ToF Module Cross-section Overview / Introduction

Company Profile

Market Analysis

Physical Analysis o Summary of the Physical Analysis o ToF Module Disassembly o NIR Camera Module o NIR CIS Die o Flood illuminator o NIR VCSEL Die o VCSEL Driver Die

Manufacturing Process Flow

Cost Analysis

Technical & Cost Comparison

Feedbacks

Related Reports

About System Plus

©2020 by System Plus Consulting | SP20571 - 3D Time-o-Flight Module in Meizu 17 Pro | Sample 7 Image Sensor Die – Cross-Section – Lenses Overview / Introduction

Company Profile

Market Analysis

Physical Analysis o Summary of the Physical Analysis o ToF Module Disassembly o NIR Camera Module o NIR CIS Die o Flood illuminator o NIR VCSEL Die o VCSEL Driver Die

Manufacturing Process Flow

Cost Analysis

Technical & Cost Comparison

Feedbacks

Related Reports

About System Plus

©2020 by System Plus Consulting | SP20571 - 3D Time-o-Flight Module in Meizu 17 Pro | Sample 8 VCSEL Die Cross-section Overview / Introduction

Company Profile

Market Analysis

Physical Analysis o Summary of the Physical Analysis o ToF Module Disassembly o NIR Camera Module o NIR CIS Die o Flood illuminator o NIR VCSEL Die o VCSEL Driver Die

Manufacturing Process Flow

Cost Analysis

Technical & Cost Comparison

Feedbacks

Related Reports

About System Plus

©2020 by System Plus Consulting | SP20571 - 3D Time-o-Flight Module in Meizu 17 Pro | Sample 9 VCSEL Driver Die - Logic Circuit Overview / Introduction

Company Profile

Market Analysis

Physical Analysis o Summary of the Physical Analysis o ToF Module Disassembly o NIR Camera Module o NIR CIS Die o Flood illuminator o NIR VCSEL Die o VCSEL Driver Die

Manufacturing Process Flow

Cost Analysis

Technical & Cost Comparison

Feedbacks

Related Reports

About System Plus

©2020 by System Plus Consulting | SP20571 - 3D Time-o-Flight Module in Meizu 17 Pro | Sample 10 Pixel Array & DSP Circuit Process Flow

Overview / Introduction

Company Profile

Market Analysis

Physical Analysis

Manufacturing Process Flow o Global Overview o NIR Sensor Die Front-End Process & Fabrication Unit o NIR VCSEL Process Flow & Fabrication Unit o VCSEL Driver Die Front-End Process & Fabrication Unit

Cost Analysis

Technical & Cost Comparison

Feedbacks

Related Reports

About System Plus

©2020 by System Plus Consulting | SP20571 - 3D Time-o-Flight Module in Meizu 17 Pro | Sample 11 NIR VCSEL Wafer Process Flow 1/2

Overview / Introduction

Company Profile

Market Analysis

Physical Analysis

Manufacturing Process Flow o Global Overview o NIR Sensor Die Front-End Process & Fabrication Unit o NIR VCSEL Process Flow & Fabrication Unit o VCSEL Driver Die Front-End Process & Fabrication Unit

Cost Analysis

Technical & Cost Comparison

Feedbacks

Related Reports

About System Plus

©2020 by System Plus Consulting | SP20571 - 3D Time-o-Flight Module in Meizu 17 Pro | Sample 12 Complete Module Cost

Overview / Introduction

Company Profile

Market Analysis

Physical Analysis

Manufacturing Process Flow

Cost Analysis o Summary of the Cost Analysis o Yields Explanation & Hypotheses o NIR Camera Module Cost o Flood Illuminator Module Cost o VCSEL Driver IC o ToF Module

Technical & Cost Comparison

Feedbacks

Related Reports

About System Plus

©2020 by System Plus Consulting | SP20571 - 3D Time-o-Flight Module in Meizu 17 Pro | Sample 13 Meizu vs. Samsung vs. Apple – NIR ToF Image Sensor Overview / Introduction

Company Profile & Supply Chain

Market Analysis

Physical Analysis

Manufacturing Process Flow

Cost Analysis

Technical & Cost Comparison o Meizu 17 Pro vs. Galaxy Note10+ vs iPad Pro

Feedbacks

Related Reports

About System Plus

©2020 by System Plus Consulting | SP20571 - 3D Time-o-Flight Module in Meizu 17 Pro | Sample 14 Meizu vs. Samsung vs. Apple – NIR VCSEL Overview / Introduction

Company Profile & Supply Chain

Market Analysis

Physical Analysis

Manufacturing Process Flow

Cost Analysis

Technical & Cost Comparison o Meizu 17 Pro vs. Galaxy Note10+ vs iPad Pro

Feedbacks

Related Reports

About System Plus

Pictures at scale

©2020 by System Plus Consulting | SP20571 - 3D Time-o-Flight Module in Meizu 17 Pro | Sample 15 Related Reports

Overview / Introduction REVERSE COSTING ANALYSES - SYSTEM PLUS CONSULTING MARKET AND TECHNOLOGY REPORTS - YOLE DÉVELOPPEMENT Company Profile & Supply Chain IMAGING IMAGING Market Analysis • Samsung Galaxy Note 10+ 3D Time of Flight Depth • 3D Imaging & Sensing 2020 Sensing Camera Module • Physical Analysis Status of CMOS Image Sensor Industry 2020 • iPad Pro LiDAR Module • CMOS Camera Module Industry for Consumer & Automotive • ’s 3D Time-of-Flight Sensing Solution in the Manufacturing Process Flow 2020 P30 pro • CMOS Image Sensor Quarterly Market Monitor Cost Analysis • Sony’s 3D Time-of-Flight Depth Sensing Camera Module • Huawei’s 3D Depth Sensing System, 3D Camera, Flood Feedbacks Illuminator and DOT projector in the Mate 20 Pro • STMicroelectronics’ Near Infrared Camera Sensor in the Related Reports Apple iPhone X • Apple iPhone X – Infrared Dot Projector About System Plus

©2020 by System Plus Consulting | SP20571 - 3D Time-o-Flight Module in Meizu 17 Pro | Sample 16 COMPANY SERVICES

©2020 by System Plus Consulting | SP20571 - 3D Time-o-Flight Module in Meizu 17 Pro | Sample 17 Business Model - Fields of Expertise

Overview / Introduction

Company Profile & Supply Chain

Market Analysis Physical Analysis Custom Analyses Manufacturing Process Flow (>130 analyses per year)

Cost Analysis Feedbacks Reports Related Reports (>60 reports per year) About System Plus o Company Services o Contacts Costing Tools

Trainings

©2020 by System Plus Consulting | SP20571 - 3D Time-o-Flight Module in Meizu 17 Pro | Sample 18 Contact

Overview / Introduction

Company Profile & Supply Chain

Market Analysis

Physical Analysis FRANKFURT/MAIN Europe Sales Office

Manufacturing Process Flow NANTES LYON KOREA Headquarters YOLE HQ YOLE Cost Analysis CORNELIUS TOKYO YOLE Inc. YOLE KK Feedbacks GREATER YOLE Related Reports

About System Plus o Company Services o Contacts

Headquarters Europe Sales Office America Sales Office Asia Sales Office 22 bd Benoni Goullin Lizzie LEVENEZ Steve LAFERRIERE Takashi ONOZAWA 44200 Nantes Frankfurt am Main WESTERN US Tokyo FRANCE GERMANY T : +1 310 600 8267 JAPAN +33 2 40 18 09 16 +49 151 23 54 41 82 [email protected] T : +81 804 371 4887 [email protected] [email protected] [email protected] Chris YOUMAN EASTERN US & CANADA Mavis WANG T : +1 919 607 9839 TAIWAN www.systemplus.fr [email protected] T :+886 979 336 809 CN: +8613661566824 [email protected]

©2020 by System Plus Consulting | SP20571 - 3D Time-o-Flight Module in Meizu 17 Pro | Sample 19