Smartphone Camera Module Comparison 2020 Vol 2: Focus on Samsung | Sample 1 Table of Contents
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REVERSE COSTING® – STRUCTURAL, PROCESS & COST REPORT Samsung Camera Module Comparison 2020 Vol 2 Focus on Samsung SP20505 - Imaging report by Alok BHARTI, Elena BARBARINI Physical analysis done by Nicolas RADUFE August 2020 – Sample 22 bd Benoni Goullin +33 2 40 18 09 16 [email protected] www.systemplus.fr 44200 NANTES - FRANCE ©2020 by System Plus Consulting | SP20505 – Smartphone Camera Module Comparison 2020 Vol 2: Focus on Samsung | Sample 1 Table of Contents Overview / Introduction 5 Cost Comparison 88 o Executive Summary o CIS Die Cost Comparison o Reverse Costing Methodology o Front Facing o Glossary o Rear Facing Company Profile & Supply Chain 9 o Total CIS Die Price o SEMCO o Players & Market Forecast o CM Cost Comparison Physical Comparison 17 o Front Facing o Camera Module Overview o Rear Facing o Summary of the Physical Analysis o Total CM Price o Samsung Galaxy S20 Ultra Detailed Physical Analysis 110 o Samsung Galaxy S10 Plus o Samsung Galaxy S20 Ultra 5G o Samsung Galaxy 9 Plus ✓ Front Camera o Samsung Galaxy S8 ✓ Rear Camera o o Samsung Galaxy S7 Samsung galaxy S10+ ✓ Dual Front Camera o Summary Table ✓ Rear Camera o Samsung Galaxy A Series o Samsung galaxy S9 o Samsung Galaxy J Series ✓ Front Camera o Samsung Galaxy Note Series ✓ Rear Camera Physical Evolution 54 o Samsung galaxy S8 o Display Evolution ✓ Front Camera o Samsung Front Camera Evolution ✓ Rear Camera o Samsung Rear Camera Evolution o Samsung galaxy S7 o Samsung pixel technology ✓ Front Camera ✓ Rear Camera o Bonding & Stacking evolution Feedbacks 231 SystemPlus Consulting services 233 ©2020 by System Plus Consulting | SP20505 – Smartphone Camera Module Comparison 2020 Vol 2: Focus on Samsung | Sample 2 Executive Summary Overview / Introduction o Executive Summary The smartphone CMOS image sensor(CIS) has grown very rapidly over the past years. The present state-of-the-art of CMOS technology o Reverse Costing Methodology provide better resolution and small pixel, low power consumption, and cost improvements. In this context, Samsung is a major player o Glossary among CIS manufacturers and high-end smartphone suppliers. Therefore, this full reverse costing study has been conducted to provide insight on technology data, manufacturing cost and selling price of the Samsung Galaxy S series camera module including Galaxy S7, Company Profile & Supply Galaxy S8, Galaxy S9+, Galaxy S10+ and Galaxy S20 Ultra. Also, we included the summary for the other Samsung CIS smartphones seires Chain including Galaxy Notes Series, Galaxy A series, Samsung Fold and Galaxy J series. Physical Comparison Physical Evolution Recent years, we observed that Samsung has roll-out multi-camera smartphones. For example, Samsung Galaxy S20 Ulta has a quad camera with a 108 MP Main, 12MP Ultra-wide, 48MP Telephoto, and DepthVision with a 40MP front-facing camera. Although it has a lot Cost Comparison of benefits and challenges. The Galaxy S20 Ulta has integrated periscope for rear telephoto camera. This is the first Samsung smartphone camera that integrates a prism in the optical part. Thanks to the prism, the CIS receives light at 90° compared to the direction of the Detail Physical Analysis photo taken. This folded optics provide extra room to move optical module in comparison with standard telephoto camera module. Feedbacks Related Reports Moreover, the total silicon area per smartphone is 210.8mm² for the latest Samsung’s S20 Ultra, compared with 118 mm² for Samsung’s S10 Plus excluding depth camera. Also, the total volume per smartphone has increased to 6057 mm3 to 2784 mm3 for the same. About System Plus In conclusion, the report includes a complete technology and cost analysis of the Galaxy S7, Galaxy S8, Galaxy S9+, Galaxy S10+ and Galaxy S20 Ultra camera module that includes the CIS die, the lens module, the prism, the voice coil motor (VCM) and the housing. Bottom line, we perform a detailed teardown to identify the CMOS manufacturing technology and its 3D integration format, such as cu- cu hybrid bonding or through-silicon-via (TSV) connections. ©2020 by System Plus Consulting | SP20505 – Smartphone Camera Module Comparison 2020 Vol 2: Focus on Samsung | Sample 3 Reverse Costing Methodology Overview / Introduction o Executive Summary The reverse costing analysis is conducted in 4 phases: o Reverse Costing Methodology o Glossary Company Profile & Supply Teardown of the smartphone in order to have access to the Consumer Camera Module. Chain Component choice Physical Comparison Physical Evolution Package is analyzed and measured Cost Comparison • Molded packages are decapsulated and dies are extracted to get data on dimensions, technology node, pad number and die marking. Detail Physical Analysis Physical • Cross-section is made to have access to process structure Analysis Feedbacks • Setup of the manufacturing process. Related Reports Setup of the manufacturing environment About System Plus Costing Cost simulation of the process steps analysis Supply chain analysis Selling Analysis of the selling price price analysis ©2020 by System Plus Consulting | SP20505 – Smartphone Camera Module Comparison 2020 Vol 2: Focus on Samsung | Sample 4 Samsung Galaxy S20 Ultra – CMOS Image Sensors Overview Overview / Introduction/ Market Company Profile & Supply Chain Physical Comparison o Samsung Galaxy Family o Summary of the Physical Analysis o Samsung Galaxy S20 Ultra o Samsung Galaxy S10 Plus o Samsung Galaxy 9 Plus o Samsung Galaxy S8 o Samsung Galaxy S7 o Summary Table o Samsung A Series o Samsung J Series o Samsung Note Series Physical Evolution Cost Comparison Detail Physical Analysis Feedbacks Related Reports About System Plus ©2020 by System Plus Consulting | SP20505 – Smartphone Camera Module Comparison 2020 Vol 2: Focus on Samsung | Sample 5 Samsung Galaxy S20 Ultra – Camera Modules Overview Overview / Introduction/ Market Company Profile & Supply Chain Physical Comparison o Samsung Galaxy Family o Summary of the Physical Analysis o Samsung Galaxy S20 Ultra o Samsung Galaxy S10 Plus o Samsung Galaxy 9 Plus o Samsung Galaxy S8 o Samsung Galaxy S7 o Summary Table o Samsung A Series o Samsung J Series o Samsung Note Series Physical Evolution Cost Comparison Detail Physical Analysis Feedbacks Related Reports About System Plus ©2020 by System Plus Consulting | SP20505 – Smartphone Camera Module Comparison 2020 Vol 2: Focus on Samsung | Sample 6 Summary of CIS Analyzed - Samsung Galaxy Series Galaxy S Series Overview / Introduction/ Market Company Profile & Supply Chain Physical Comparison o Samsung Galaxy Family o Summary of the Physical Analysis o Samsung Galaxy S20 Ultra o Samsung Galaxy S10 Plus o Samsung Galaxy 9 Plus o Samsung Galaxy S8 o Samsung Galaxy S7 o Summary Table o Samsung A Series o Samsung J Series o Samsung Note Series Physical Evolution Cost Comparison Detail Physical Analysis Feedbacks Related Reports About System Plus ©2020 by System Plus Consulting | SP20505 – Smartphone Camera Module Comparison 2020 Vol 2: Focus on Samsung | Sample 7 Rear Facing Camera Comparison Galaxy S series Overview / Introduction/ Market Company Profile & Supply Chain Physical Comparison o Samsung Galaxy Family o Summary of the Physical Analysis o Samsung Galaxy S20 Ultra o Samsung Galaxy S10 Plus o Samsung Galaxy 9 Plus o Samsung Galaxy S8 o Samsung Galaxy S7 o Summary Table o Samsung A Series o Samsung J Series o Samsung Note Series Physical Evolution Cost Comparison Detail Physical Analysis Feedbacks Related Reports About System Plus ©2020 by System Plus Consulting | SP20505 – Smartphone Camera Module Comparison 2020 Vol 2: Focus on Samsung | Sample 8 Summary of Samsung Smartphone CIS - Galaxy Note Series, A Series & J Series Overview / Introduction/ Market Company Profile & Supply Chain Physical Comparison o Samsung Galaxy Family o Summary of the Physical Analysis o Samsung Galaxy S20 Ultra o Samsung Galaxy S10 Plus o Samsung Galaxy 9 Plus o Samsung Galaxy S8 o Samsung Galaxy S7 o Summary Table o Samsung A Series o Samsung J Series o Samsung Note Series Physical Evolution Cost Comparison Detail Physical Analysis Feedbacks Related Reports About System Plus ©2020 by System Plus Consulting | SP20505 – Smartphone Camera Module Comparison 2020 Vol 2: Focus on Samsung | Sample 9 Summary of Samsung Smartphone CIS - A Series Galaxy A Series Overview / Introduction/ Market Company Profile & Supply Chain Physical Comparison o Samsung Galaxy Family o Summary of the Physical Analysis o Samsung Galaxy S20 Ultra o Samsung Galaxy S10 Plus o Samsung Galaxy 9 Plus o Samsung Galaxy S8 o Samsung Galaxy S7 o Summary Table o Samsung A Series o Samsung J Series o Samsung Note Series Physical Evolution Cost Comparison Detail Physical Analysis Feedbacks Related Reports About System Plus ©2020 by System Plus Consulting | SP20505 – Smartphone Camera Module Comparison 2020 Vol 2: Focus on Samsung | Sample 10 CIS Die Area and Resolution - Samsung Galaxy Note Series Galaxy Note Series Overview / Introduction/ Market Company Profile & Supply Chain Physical Comparison o Samsung Galaxy Family o Summary of the Physical Analysis o Samsung Galaxy S20 Ultra o Samsung Galaxy S10 Plus o Samsung Galaxy 9 Plus o Samsung Galaxy S8 o Samsung Galaxy S7 o Summary Table o Samsung A Series o Samsung J Series o Samsung Note Series Physical Evolution Cost Comparison Detail Physical Analysis Feedbacks Related Reports About System Plus ©2020 by System Plus Consulting | SP20505 – Smartphone Camera Module Comparison 2020 Vol 2: Focus on Samsung | Sample 11 BSI Process – TSV Connection Overview / Introduction Company Profile &