intel silicon photonic 100g cwdm4 - i-micronews · intel’ssilicon photonic 100g cwdm4 qfsp28...

17
22 bd Benoni Goullin 44200 NANTES - FRANCE +33 2 40 18 09 16 [email protected] www.systemplus.fr Intel Silicon Photonic 100G CWDM4 QFSP28 Transceiver - Ref. SPTSBP3 SP20544 - Solid State Lighting report by Sylvain HALLEREAU Laboratory Analysis by Nicolas RADUFE March 2020 – Sample REVERSE COSTING® – STRUCTURAL, PROCESS & COST REPORT

Upload: others

Post on 01-Oct-2020

17 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Intel Silicon Photonic 100G CWDM4 - i-Micronews · Intel’sSilicon Photonic 100G CWDM4 QFSP28 Transceiver. • Intel has already shipped more 3millions units 100G pluggable transceivers

©2020 by System Plus Consulting | SP20544 Intel Silicon Photonic 100G CWDM4 QFSP28 Transceiver | Sample 1

22 bd Benoni Goullin44200 NANTES - FRANCE +33 2 40 18 09 16 [email protected] www.systemplus.fr

Intel Silicon Photonic 100G CWDM4 QFSP28 Transceiver - Ref. SPTSBP3SP20544 - Solid State Lighting report by Sylvain HALLEREAU

Laboratory Analysis by Nicolas RADUFEMarch 2020 – Sample

REVERSE COSTING® – STRUCTURAL, PROCESS & COST REPORT

Page 2: Intel Silicon Photonic 100G CWDM4 - i-Micronews · Intel’sSilicon Photonic 100G CWDM4 QFSP28 Transceiver. • Intel has already shipped more 3millions units 100G pluggable transceivers

©2020 by System Plus Consulting | SP20544 Intel Silicon Photonic 100G CWDM4 QFSP28 Transceiver | Sample 2

Table of ContentsOverview / Introduction 3

o Executive Summaryo Reverse Costing Methodology

Company Profile 8o Intelo Intel 100G CWDM4 Edition Teardown

Market Analysis 16o Ecosystem & Forecast

Physical Analysis 20

o CWDM4 Connector Teardown Module View Function Identification

o Transmitter Block View, Dimensions and Cross-Section Fiber Optic Coupler, Prism and Rotator Light Way and Lens Module

o MZI Modulator Driver Die Die Overview and Dimensions Die Process and Cross-Section

o Silicon Photonic Die Die Overview & Dimensions InP Laser process and Cross-Section MZI process and Cross-Section Light Extraction and Cross-Section Waveguide process and Cross-Section Die Process Characteristics

o Receiver Block Fiber Optic Coupler Demultiplexer

o Germanium Photodiode Die Die View & Dimensions Die Process and Cross-Section

o TIA Die Die Overview & Dimensions Die Process and Cross-Section

o MACOM MG37049G Die Die Overview & Dimensions Die Process and Cross-Section

Comparison Intel Silicon Photonic Die PSM4 and CWDM4 195

Manufacturing Process 2019o MZI Driver Die Front-End Process & Fabrication Unito Silicon Photonic Die Process Flowo Silicon Photonic Die Front-End Fabrication Unito Receiver Fiber Optic coupler, Demmultiplexer, Process Flow and costo Germanium Photodiode Die Process Flow & Fabrication Unito TIA Die Front-End Process & Fabrication Unito MACOM M37049G Die Front-End Process & Fabrication Unit

Cost Analysis 218o Summary of the cost analysiso Yields Explanation & Hypotheses

o Transmitter Blocko Si Photonic Die

o Wafer costo Step costo Die cost

o MZI Driver Dieo MACOM M37049Go Optical Elementso Assembly

o Receiver Blocko Ge Photodiode Dieo TIA Dieo MACOM M37049Go Optical Element, Demultiplexero Assembly

Feedback 255

System Plus Consulting services 257

Page 3: Intel Silicon Photonic 100G CWDM4 - i-Micronews · Intel’sSilicon Photonic 100G CWDM4 QFSP28 Transceiver. • Intel has already shipped more 3millions units 100G pluggable transceivers

©2020 by System Plus Consulting | SP20544 Intel Silicon Photonic 100G CWDM4 QFSP28 Transceiver | Sample 3

Overview / Introductiono Executive Summaryo Reverse Costing Methodologyo Glossary

Company Profile & Supply Chain

Market Analysis

Physical Analysis

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Feedbacks

Related Reports

About System Plus

Executive Summary

This full reverse costing study has been conducted to provide insight on technology data, manufacturing cost and selling price of theIntel’s Silicon Photonic 100G CWDM4 QFSP28 Transceiver.

• Intel has already shipped more 3millions units 100G pluggable transceivers in only few years. With their CWDM4 100Gtechnology, Intel is the first to offer a silicon photonic solution up to 10km. The 100G PSM4 and CWDM4 are the first step, Intel’s200G and 400G products are expected to enter volume production in the second half of 2020.

• The Intel's 100G CWDM4 QSFP28 Transceiver allows to communicate up to 10km in Coarse Wavelength Division Multiplexing.The transceiver reuses a part of PSM4 technology, but lot of technical difference solutions have been selected by Intel.

• The transceiver came with two separated lines with several dies. The transmitter silicon photonic die integrates 4 InP lasers forthe 4 wavelengths in a different configuration than the PSM4. On the same die, a Mach-Zehnder modulator is added in order tomodulate the signal but the CWDM MZI is more complex. The light extraction is performed by the edge of the die and not by amirror. Other components have been added to the system in order to focus or isolate the signal. Data are processed by using afour channel 25G optical Clock and Data Recovery (CDR) component from MACOM.

• The receiver function is performed by 4 germanium photodiodes die and a TransImpedance Amplifier (TIA) circuit. The Gephotodiodes are manufactured on a dedicated SOI substrate. An optical demultiplexer is assembled between the SiGephotodiode and the fiber optic.

• The report shows the potential of Intel in terms of packaging, and photonics. In a very small form factor, Intel managed tointegrate four lasers, a photonic driver, optical modules, CDR functionality, high performance photodiodes, two advancedsubstrates and materials for optic. This report shows the implement of the chiplet configuration along with a detaileddescription of the transmitter and receiver line.

• This report is an exhaustive analysis of the main components of the Intel 100G CWDM4 connector, including a full analysis of theSilicon Photonic die, the TIA circuit, the Mach-Zehnder Driver circuit, the MACOM circuit and the germanium photodiodes alongwith a cost analysis and price estimate. The 2 fiber optic couplers, focusing lens and the isolator are described and the price isestimated. Moreover, a comparison with Intel PSM4 silicon photonic circuit is performed.

Page 4: Intel Silicon Photonic 100G CWDM4 - i-Micronews · Intel’sSilicon Photonic 100G CWDM4 QFSP28 Transceiver. • Intel has already shipped more 3millions units 100G pluggable transceivers

©2020 by System Plus Consulting | SP20544 Intel Silicon Photonic 100G CWDM4 QFSP28 Transceiver | Sample 4

Overview / Introduction

Company Profile & Supply Chain

Market Analysis

Physical Analysis

o 100G CWDM4 Teardowno Transmitter Block

o View, Dimensions, Cross-Section, Fiber Optic Coupler

o MZI Modulator Driver Dieo Die View & Cross-section

o Silicon Photonic Dieo InP Laser Cross-Sectiono MZI Modulator Cross-Secto Light Extractiono Waveguide Cross-Section

o Receiver Blocko Fiber Optic Coupler o Demultiplexer

o Ge Photodiode Dieo View & Processo Die Cross-Section

o TIA Dieo Macom M37049G Die

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Feedbacks

Related Reports

About System Plus

Intel 100G CWDM

Intel 100G CWDM Front side©2020 by System Plus Consulting

Intel 100G CWDM Front, Side and Back View©2020 by System Plus Consulting

Dimensionso Height: 126 mmo Width: 18.5 mmo Thickness: 8.6 mm

Weighto 69g

126 mm

76 mm

8.6 mm

12 mm

72.5 mm

Page 5: Intel Silicon Photonic 100G CWDM4 - i-Micronews · Intel’sSilicon Photonic 100G CWDM4 QFSP28 Transceiver. • Intel has already shipped more 3millions units 100G pluggable transceivers

©2020 by System Plus Consulting | SP20544 Intel Silicon Photonic 100G CWDM4 QFSP28 Transceiver | Sample 5

Overview / Introduction

Company Profile & Supply Chain

Market Analysis

Physical Analysis

o 100G CWDM4 Teardowno Transmitter Block

o View, Dimensions, Cross-Section, Fiber Optic Coupler

o MZI Modulator Driver Dieo Die View & Cross-section

o Silicon Photonic Dieo InP Laser Cross-Sectiono MZI Modulator Cross-Secto Light Extractiono Waveguide Cross-Section

o Receiver Blocko Fiber Optic Coupler o Demultiplexer

o Ge Photodiode Dieo View & Processo Die Cross-Section

o TIA Dieo Macom M37049G Die

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Feedbacks

Related Reports

About System Plus

Intel 100G CWDM Teardown

Page 6: Intel Silicon Photonic 100G CWDM4 - i-Micronews · Intel’sSilicon Photonic 100G CWDM4 QFSP28 Transceiver. • Intel has already shipped more 3millions units 100G pluggable transceivers

©2020 by System Plus Consulting | SP20544 Intel Silicon Photonic 100G CWDM4 QFSP28 Transceiver | Sample 6

Overview / Introduction

Company Profile & Supply Chain

Market Analysis

Physical Analysis

o 100G CWDM4 Teardowno Transmitter Block

o View, Dimensions, Cross-Section, Fiber Optic Coupler

o MZI Modulator Driver Dieo Die View & Cross-section

o Silicon Photonic Dieo InP Laser Cross-Sectiono MZI Modulator Cross-Secto Light Extractiono Waveguide Cross-Section

o Receiver Blocko Fiber Optic Coupler o Demultiplexer

o Ge Photodiode Dieo View & Processo Die Cross-Section

o TIA Dieo Macom M37049G Die

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Feedbacks

Related Reports

About System Plus

Die View & Dimensions – Silicon Photonic Die

• Die area: XXmm² (XX x XX mm)

• Nb of PGDW per 12-inch wafer: XX

• Pad number: XX

XX toward the Driver IC assembled in flip chip

XX in wire bonding toward the PCB

XXmm

XX

mm

Die Overview©2020 by System Plus Consulting

PGDW: Potential Good Dies per Wafer.

Page 7: Intel Silicon Photonic 100G CWDM4 - i-Micronews · Intel’sSilicon Photonic 100G CWDM4 QFSP28 Transceiver. • Intel has already shipped more 3millions units 100G pluggable transceivers

©2020 by System Plus Consulting | SP20544 Intel Silicon Photonic 100G CWDM4 QFSP28 Transceiver | Sample 7

Overview / Introduction

Company Profile & Supply Chain

Market Analysis

Physical Analysis

o 100G CWDM4 Teardowno Transmitter Block

o View, Dimensions, Cross-Section, Fiber Optic Coupler

o MZI Modulator Driver Dieo Die View & Cross-section

o Silicon Photonic Dieo InP Laser Cross-Sectiono MZI Modulator Cross-Secto Light Extractiono Waveguide Cross-Section

o Receiver Blocko Fiber Optic Coupler o Demultiplexer

o Ge Photodiode Dieo View & Processo Die Cross-Section

o TIA Dieo Macom M37049G Die

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Feedbacks

Related Reports

About System Plus

InP Laser Diode – Silicon Photonic Die

Page 8: Intel Silicon Photonic 100G CWDM4 - i-Micronews · Intel’sSilicon Photonic 100G CWDM4 QFSP28 Transceiver. • Intel has already shipped more 3millions units 100G pluggable transceivers

©2020 by System Plus Consulting | SP20544 Intel Silicon Photonic 100G CWDM4 QFSP28 Transceiver | Sample 8

Overview / Introduction

Company Profile & Supply Chain

Market Analysis

Physical Analysis

o 100G CWDM4 Teardowno Transmitter Block

o View, Dimensions, Cross-Section, Fiber Optic Coupler

o MZI Modulator Driver Dieo Die View & Cross-section

o Silicon Photonic Dieo InP Laser Cross-Sectiono MZI Modulator Cross-Secto Light Extractiono Waveguide Cross-Section

o Receiver Blocko Fiber Optic Coupler o Demultiplexer

o Ge Photodiode Dieo View & Processo Die Cross-Section

o TIA Dieo Macom M37049G Die

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Feedbacks

Related Reports

About System Plus

InP Laser Diode – Silicon Photonic Die

Page 9: Intel Silicon Photonic 100G CWDM4 - i-Micronews · Intel’sSilicon Photonic 100G CWDM4 QFSP28 Transceiver. • Intel has already shipped more 3millions units 100G pluggable transceivers

©2020 by System Plus Consulting | SP20544 Intel Silicon Photonic 100G CWDM4 QFSP28 Transceiver | Sample 9

Overview / Introduction

Company Profile & Supply Chain

Market Analysis

Physical Analysis

o 100G CWDM4 Teardowno Transmitter Block

o View, Dimensions, Cross-Section, Fiber Optic Coupler

o MZI Modulator Driver Dieo Die View & Cross-section

o Silicon Photonic Dieo InP Laser Cross-Sectiono MZI Modulator Cross-Secto Light Extractiono Waveguide Cross-Section

o Receiver Blocko Fiber Optic Coupler o Demultiplexer

o Ge Photodiode Dieo View & Processo Die Cross-Section

o TIA Dieo Macom M37049G Die

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Feedbacks

Related Reports

About System Plus

Light Extraction– Silicon Photonic Die

Light extraction after delayering – Optical view©2020 by System Plus Consulting

Page 10: Intel Silicon Photonic 100G CWDM4 - i-Micronews · Intel’sSilicon Photonic 100G CWDM4 QFSP28 Transceiver. • Intel has already shipped more 3millions units 100G pluggable transceivers

©2020 by System Plus Consulting | SP20544 Intel Silicon Photonic 100G CWDM4 QFSP28 Transceiver | Sample 10

Overview / Introduction

Company Profile & Supply Chain

Market Analysis

Physical Analysis

o 100G CWDM4 Teardowno Transmitter Block

o View, Dimensions, Cross-Section, Fiber Optic Coupler

o MZI Modulator Driver Dieo Die View & Cross-section

o Silicon Photonic Dieo InP Laser Cross-Sectiono MZI Modulator Cross-Secto Light Extractiono Waveguide Cross-Section

o Receiver Blocko Fiber Optic Coupler o Demultiplexer

o Ge Photodiode Dieo View & Processo Die Cross-Section

o TIA Dieo Macom M37049G Die

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Feedbacks

Related Reports

About System Plus

Die Cross-Section – 4x Ge Photodiode Die

Die Cross-Section – Metal Layers©2020 by System Plus Consulting

Page 11: Intel Silicon Photonic 100G CWDM4 - i-Micronews · Intel’sSilicon Photonic 100G CWDM4 QFSP28 Transceiver. • Intel has already shipped more 3millions units 100G pluggable transceivers

©2020 by System Plus Consulting | SP20544 Intel Silicon Photonic 100G CWDM4 QFSP28 Transceiver | Sample 11

Overview / Introduction

Company Profile & Supply Chain

Market Analysis

Physical Analysis

Physical Comparison

Manufacturing Process Flowo Optical Elementso MZI Driver Die Fab Unito Si Photonic Process Flowo Si Photonic Fabrication Unito Ge Photo Fabrication Unito TIA Die Fabrication Unito MACOM Die Fabrication Unit

Cost Analysis

Feedbacks

Related reports

About System Plus

Silicon Photonic Die Wafer Process Flow (4/5)

Page 12: Intel Silicon Photonic 100G CWDM4 - i-Micronews · Intel’sSilicon Photonic 100G CWDM4 QFSP28 Transceiver. • Intel has already shipped more 3millions units 100G pluggable transceivers

©2020 by System Plus Consulting | SP20544 Intel Silicon Photonic 100G CWDM4 QFSP28 Transceiver | Sample 12

Overview / Introduction

Company Profile & Supply Chain

Market Analysis

Physical Analysis

Physical Comparison

Manufacturing Process Flow

Cost Analysis

o Cost Analysis Summaryo Yields Explanation &

Hypotheseso Transmitter Block

o Si Photonic Dieo Wafer Costo Step costo Die Cost

o MZI Driver Dieo MACOM M37049Go Optical Elementso Assembly

o Receiver Blocko Ge Photodiode Dieo TIA Dieo MACOM M37049Go Optical Elemento Assembly

o Cost Comparaison

Feedbacks

Related Reports

About System Plus

Silicon Photonic Wafer Front-End Cost

Page 13: Intel Silicon Photonic 100G CWDM4 - i-Micronews · Intel’sSilicon Photonic 100G CWDM4 QFSP28 Transceiver. • Intel has already shipped more 3millions units 100G pluggable transceivers

©2020 by System Plus Consulting | SP20544 Intel Silicon Photonic 100G CWDM4 QFSP28 Transceiver | Sample 13

Overview / Introduction

Company Profile & Supply Chain

Market Analysis

Physical Analysis

Physical Comparison

Manufacturing Process Flow

Cost Analysis

o Cost Analysis Summaryo Yields Explanation &

Hypotheseso Transmitter Block

o Si Photonic Dieo Wafer Costo Step costo Die Cost

o MZI Driver Dieo MACOM M37049Go Optical Elementso Assembly

o Receiver Blocko Ge Photodiode Dieo TIA Dieo MACOM M37049Go Optical Elemento Assembly

o Cost Comparaison

Feedbacks

Related Reports

About System Plus

Intel Silicon Photonic Dies Comparison – PSM4 and CWDM4

Intel 100G PSM4 connector©2020 by System Plus Consulting

Intel 100G CWDM4 connector©2020 by System Plus Consulting

Page 14: Intel Silicon Photonic 100G CWDM4 - i-Micronews · Intel’sSilicon Photonic 100G CWDM4 QFSP28 Transceiver. • Intel has already shipped more 3millions units 100G pluggable transceivers

©2020 by System Plus Consulting | SP20544 Intel Silicon Photonic 100G CWDM4 QFSP28 Transceiver | Sample 14

Overview / Introduction

Company Profile & Supply Chain

Market Analysis

Physical Analysis

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Feedbacks

Related Reports

About System Plus

REVERSE COSTING ANALYSES - SYSTEM PLUS CONSULTING

Related Reports

MARKET AND TECHNOLOGY REPORTS - YOLE DÉVELOPPEMENT

Photonics• Silicon Photonics and Photonic Integrated Circuits 2019

REVERSE COSTING ANALYSES - SYSTEM PLUS CONSULTING

Solid State Lighting• Intel Silicon Photonic 100G PSM4 QFSP28 Transceiver• MOLEX – Luxtera Silicon Photonic Die• Apple iPhone X – Infrared Dot Projector• Orbbec’s Front 3D Depth Sensing System in the Oppo

Find X

Page 15: Intel Silicon Photonic 100G CWDM4 - i-Micronews · Intel’sSilicon Photonic 100G CWDM4 QFSP28 Transceiver. • Intel has already shipped more 3millions units 100G pluggable transceivers

©2020 by System Plus Consulting | SP20544 Intel Silicon Photonic 100G CWDM4 QFSP28 Transceiver | Sample 15

COMPANYSERVICES

Page 16: Intel Silicon Photonic 100G CWDM4 - i-Micronews · Intel’sSilicon Photonic 100G CWDM4 QFSP28 Transceiver. • Intel has already shipped more 3millions units 100G pluggable transceivers

©2020 by System Plus Consulting | SP20544 Intel Silicon Photonic 100G CWDM4 QFSP28 Transceiver | Sample 16

Overview / Introduction

Company Profile & Supply Chain

Market Analysis

Physical Analysis

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Feedbacks

Related Reports

About System Pluso Company serviceso Contacto Legal

Business Models Fields of Expertise

Custom Analyses(>130 analyses per year)

Reports(>60 reports per year)

Costing Tools

Trainings

Page 17: Intel Silicon Photonic 100G CWDM4 - i-Micronews · Intel’sSilicon Photonic 100G CWDM4 QFSP28 Transceiver. • Intel has already shipped more 3millions units 100G pluggable transceivers

©2020 by System Plus Consulting | SP20544 Intel Silicon Photonic 100G CWDM4 QFSP28 Transceiver | Sample 17

Overview / Introduction

Company Profile & Supply Chain

Market Analysis

Physical Analysis

Physical Comparison

Manufacturing Process Flow

Cost Analysis

Feedbacks

Related Reports

About System Pluso Company serviceso Contacto Legal

Contact

Headquarters22 bd Benoni Goullin44200 NantesFRANCE+33 2 40 18 09 [email protected]

Europe Sales OfficeLizzie LEVENEZFrankfurt am MainGERMANY+49 151 23 54 41 [email protected]

www.systemplus.fr

NANTESHeadquarter

FRANKFURT/MAINEurope Sales Office

LYONYOLE HQ

TOKYOYOLE KK

GREATER CHINAYOLE

CORNELIUSYOLE Inc.

KOREAYOLE

Asia Sales OfficeTakashi ONOZAWATokyoJAPANT : +81 804 371 [email protected]

Mavis WANGTAIWANT :+886 979 336 809CN: [email protected]

America Sales OfficeSteve LAFERRIEREWESTERN UST : +1 310 600 [email protected]

Chris YOUMANEASTERN US & CANADAT : +1 919 607 9839 [email protected]