台廠加快異質整合布局 甩開大陸對手
Date: 2019-08-20
News Type:
第五代行動通訊(5G)開啟半導體產業新浪潮,除了半導體製程將於明年推向5奈米量產外,也正式引爆異質晶片整合商機。業界認為,異質整合將是台灣拉開與大陸競爭差距,藉由差異化,大搶先進應用晶片商機的利器。
工研院產業科技國際發展策略所研究總監楊瑞臨預期,未來十年,異質晶片整合將為先進封裝廠帶來龐大機會。不過,還是要透過材料及封測技術突破,才能做大這塊大餅。
這些異質整合的趨勢,主要建立在穿戴裝置、智慧手機、5G、AI、網通設備對微型化的系統級封裝(SiP)需求持續揚升。
尤其未來手機及穿戴產品須將連網的關鍵元件,例如Sub 6GHz與毫米波(mmWave)、射頻前段模組(RF-FEM)進行異質整合;應用在資料中心晶片則須將高速運算的繪圖晶片(GPU)和網通晶片整合,甚至朝向多晶片/多模組封裝。
為確認各項不同元件整合在同一封裝中的品質,晶圓測試(CP) 會更受重視,而高頻RF測試介面的垂直探針卡需求將會成長;進到最後成品測試時,還會透過系統級測試(SLT)進行最後把關。由於測試時間拉長、且重要性提高,也為測試廠帶來龐大商機。
業者認為,透過與先進製程的晶圓代工廠緊密相連,台灣封測廠未來在異質晶片整合,也會成為各大晶片倚重的重心,並避開與大陸價格戰,開創新局。
這幾年工研院和台系封測廠看到龐大商機,紛紛透過和材料廠導入以銅電鍍做為晶圓封裝重分布層(RDL)等先進封裝解決方案,也透過設備廠協助,提供更精測及更高效的檢測。(新聞來源:經濟日報)
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