시장보고서
상품코드
2069667

첨단 반도체 패키징 시장(2027-2037년)

The Global Market for Advanced Semiconductor Packaging 2027-2037

발행일: | 리서치사: 구분자 Future Markets, Inc. | 페이지 정보: 영문 339 Pages, 79 Tables, 28 Figures | 배송안내 : 즉시배송

    
    
    



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첨단 반도체 패키징은 전자 산업 전반에서 가장 전략적으로 중요한 분야 중 하나가 되었습니다. 최첨단 기술 분야에서 트랜지스터의 미세화에 따른 성능, 전력 소비 및 경제적 이득의 향상이 한계에 다다르면서, 시스템 성능을 향상시키기 위한 주요 수단으로서 패키지 자체가 주목받게 되었습니다. 과거에는 컴퓨팅 성능이 주로 장치의 미세화에 의해 향상되었지만, 현재는 다이 간 상호연결 방식, 메모리와 연산부의 배치 근접도, 그리고 단일 패키지에 통합할 수 있는 이종 구성요소의 수에 따라 그 성능이 점점 더 좌우되고 있습니다. 이러한 변화로 인해 패키징은 백엔드의 비용 중심 공정에서 반도체 설계 및 제조의 가치를 결정짓는 단계로 격상되었습니다.

이러한 변화의 주요 원동력은 인공지능(AI)입니다. AI 훈련 및 추론에는 방대한 메모리 대역폭, 고밀도 다이 간 연결, 그리고 효율적인 전력 공급이 요구되며, 이에 따라 2.5D 및 3D 아키텍처, 고대역폭 메모리, 그리고 점점 더 대형화되는 패키지 형식이 주류를 이루고 있습니다. 이러한 요건들로 인해, 첨단 패키징 기술은 요구 사항이 가장 까다로운 컴퓨팅 시스템에 있어 중요한 실현 요인이자 동시에 심각한 병목 현상의 원인이 되고 있습니다. 기술의 전망은 몇 가지 수렴하는 요소들에 의해 형성되고 있습니다(극히 미세한 피치의 수직 상호연결을 가능하게 하는 구리-구리 하이브리드 본딩, 서로 다른 공정 노드의 로직, 메모리, 아날로그, 그리고 점점 더 증가하는 포토닉스를 결합한 치플렛 기반의 이종 통합, 새로운 하이엔드 플랫폼으로서의 유리 기판 및 인터포저, 더 크고 비용 효율적인 패키지를 실현하는 패널 레벨 가공, 광 인터페이스를 패키지 내에 직접 통합하는 코패키지드 옵틱스).

이러한 추세를 뒷받침하고 있는 것은 집적 소자 제조사, 파운드리, 외주 조립·테스트 제공업체, 메모리 제조사, 장비·소재 공급업체, 그리고 급성장 중인 광 인터커넥트 분야에 걸쳐 있는, 깊이 있는 동시에 경쟁이 치열해지고 있는 생태계입니다. 또한 업계에서는 최첨단 패키징 역량의 일부를 국내로 되돌리려는 움직임, 하이퍼스케일러용 맞춤형 실리콘의 부상, 통합의 복잡화에 따라 밸류체인 전반에 걸친 협력이 강화되는 등 큰 구조적 변화도 일어나고 있습니다. 재료 혁신, 열 관리, 설계 단계에서의 공동 최적화는 더 이상 부수적인 과제가 아니라 필수적인 분야가 되었습니다.

동시에, 이 분야는 큰 과제에 직면해 있습니다. 대형 패키지 형식의 수율과 비용, 유리 및 패널 가공의 제조 성숙도, 고집적 스택의 열 밀도, 공동 패키징된 광 소자의 광학 정렬 및 테스트, 다이 간 인터페이스의 표준화, 그리고 집중화되고 자본 집약적인 공급망 등이 있습니다. 이러한 과제가 있음에도 불구하고, 첨단 패키징은 차세대 컴퓨팅, 통신, 자동차 및 소비자용 시스템의 기반 기술로서 확고한 입지를 다지고 있으며, 향후 10년 동안 그 전략적 중요성은 더욱 높아질 것으로 예상됩니다.

'첨단 반도체 패키징 세계 시장(2027-2037년)'은 첨단 반도체 패키징 산업에 대한 종합적인 분석을 제공하며, 2037년까지 이 분야를 형성할 기술, 소재, 용도, 시장 동향, 경쟁 구도 및 전망에 대해 검토하고 있습니다. 최첨단 기술 분야에서 트랜지스터 미세화에 따른 성능 향상 효과가 점차 줄어들고 있는 가운데, 첨단 패키징은 시스템 성능 향상의 주요 원동력이 되고 있으며, 본 보고서에서는 AI, 고성능 컴퓨팅, 자동차, 모바일 및 소비자용 시장에서 이러한 변화를 주도하는 기술과 주요 기업들을 포괄적으로 다루고 있습니다. 기술적 심도 및 시장 분석을 융합하여, 상세한 예측과 광범위한 기업 개요 목록을 바탕으로 하고 있습니다.

본 보고서의 주요 내용은 다음과 같습니다:

  • 요약 - 기술 개요, 패키징의 진화, 공급망, 주요 기술 동향, 성장 요인, 경쟁 구도, 시장 과제 및 향후 전망.
  • 반도체 패키징 기술 - 트랜지스터 소자의 미세화와 2nm 이하의 역설, 웨이퍼 레벨 및 팬아웃 패키징, 치플렛과 디스애그리게이션, 상호연결 기법, 실리콘, 유기, 실리콘 브리지, 유리를 포함한 인터포저 기술, 2.5D 및 3D 패키징, 저온 및 실온 공정을 포함한 구리-구리 하이브리드 본딩, 다이 간 I/O.
  • 웨이퍼 레벨 패키징(WLCSP), 팬아웃, 팬인, 패널 레벨 패키징, 제조 공정, 동향 및 용도.
  • 시스템 인 패키지(SiP) 및 이종 통합 - 통합 접근 방식, 제조 방법, 촉진요인, 응용 분야, IC 기판 및 공동 패키징된 광학 부품.
  • 모놀리식 3D IC 아키텍처, 2D 소재, 장점 및 과제.
  • 시장 및 용도 - 모바일, HPC, AI, 자동차(ADAS 및 EV 전력 전자 장치 포함), IoT, 의료, 소비자용, 항공우주·방위, 적층 가공, 실리콘 포토닉스.
  • 유리 기판 및 인터포저 - 장점, 재료 특성, TGV 형성 및 메탈라이제이션, 패널 가공, 공급업체 로드맵 및 기술적 과제.
  • 코패키징된 광학 부품 - 코패키징 기법, EIC/PIC 통합, 커플러, 장점과 한계, 시장 출시 기간, 그리고 각 기업의 기술.
  • 열 인터페이스 재료 - 후보 재료, 로드맵 및 용도.
  • 세계 시장 전망 - 패키지 유형별, 유닛 및 웨이퍼별, 최종 용도 시장별, 지역별, 그리고 3D SoC, 3D 적층 메모리, UHD FO/RDL 인터포저, 2.5D 인터포저, 임베디드 실리콘 브리지별.
  • 시장 동향 및 로드맵 - 데이터센터, AI 및 그래픽스, CPU, 자율주행차, 상호연결 및 노드 로드맵, 그리고 GPU, AI ASIC, CPU, CPO 스위치에 걸친 상용화 제품.
  • 시장 진입 기업, 과제 및 기업 개요 - IDM, 파운드리, OSAT, OEM, 장비, 소재 및 기판 공급업체를 포괄하고 있습니다. 소개되는 기업으로는 AaltoSemi, Absolics, ACCRETECH, Adeia, Advanced Micro Devices(AMD), Ajinomoto, Alphawave Semi, Amkor Technology, Analog Devices, AMQ Intelligent, Apple, Applied Materials, Ardentec, ARM, ASE, ASMPT, Astera Labs, Ayar Labs, Besi, Biren Technology, Blue Ocean Smart System, Brewer Science, Broadcom, BroadPak, Cadence, Cambricon, Capcon, CAS Microelectronics, CD Micro-Technology, CEA-Leti, Celestial AI, Cerebras, China Wafer Level CSP, Chipbond, Chipletz, ChipMOS, Coherent, Corning, Dai Nippon Printing (DNP), Dewo Advanced Automation, Disco, DuPont, Ebara, Eliyan, EMC Semiconductor, EPS Technology, Entegris, EV Group, GlobalFoundries, Global Unichip, Gloway, Goldenscope, Gona, Graphcore, Greatek, Hangke, Hanmi Semiconductor, HD Microsystems, HiSilicon, HLMC, Huatian, Huawei, Ibiden, IBM, ICLeague, imec, Indium Corporation, Infineon, Integra, Inari Amertron, Intel, JCET, Jiangsu ICAT, Jingdu, Keyang, King Yuan, Kioxia, KyLitho, Kyocera, Lam Research, Lapis, LB Semicon, Leading Interconnect, LG Innotek, Lidrotec, Lightmatter, Lumentum, Lux Semiconductors, Malaysian Pacific Industries, Marvell, Micron, MediaTek, Meta, Micross, Mitsubishi, NCAP China, NEC, Nippon Electric Glass (NEG), Nepes, Nvidia, Onsemi, Orient Semiconductor, Panasonic, Plan Optik, Powertech, Pragmatic, Qorvo, Renesas, RMT, Rohm, Rong, Samsung Electronics, Samtec, Schott, Sharp, Shinko, Showa Denko/Resonac, Sigurd, Silicon Box, SPIL, SJ Semiconductor, SK Hynix, Skywater, SMIC, Sony, Starmask, STMicroelectronics, Suss Microtec, Synopsys, SZLQ, Taiwan Semiconductor Manufacturing Company (TSMC), Techsense, Tezzaron, Tokyo Electron (TEL), Tongfu, Texas Instruments, Tokyo Seimitsu, Tong Hsing, Toppan, Toray, Toshiba, Tower Semiconductor, UMC, Unimicron, Unisem, UTAC, Walton, Winstek, Xinhe, Yibu, Yueha 등이 있습니다.

목차

제1장 주요 요약

제2장 반도체 패키징 기술

제3장 웨이퍼 레벨 패키징

제4장 시스템 인 패키지와 이종 통합

제5장 모놀리식 3D IC

제6장 시장과 응용

제7장 세계 시장 예측

제8장 시장 동향

제9장 시장 진입 기업

제10장 시장 과제

제11장 기업 개요

제12장 조사 방법

제13장 참고문헌

KSM 26.07.02

Advanced semiconductor packaging has become one of the most strategically important domains in the entire electronics industry. As the performance, power, and economic returns from transistor scaling diminish at the leading edge, the package itself has emerged as the primary lever for improving system performance. Where computing capability once came chiefly from shrinking devices, it now comes increasingly from how dies are interconnected, how closely memory is placed to compute, and how many heterogeneous components can be integrated into a single package. This shift has elevated packaging from a back-end, cost-driven step to a value-defining stage of semiconductor design and manufacture.

The principal driver of this transformation is artificial intelligence. AI training and inference demand enormous memory bandwidth, dense die-to-die connectivity, and efficient power delivery, pushing 2.5D and 3D architectures, high-bandwidth memory, and ever-larger package formats into the mainstream. These requirements have made advanced packaging both a key enabler of, and a critical bottleneck for, the most demanding computing systems. The technology landscape is defined by several converging vectors: copper-to-copper hybrid bonding, which enables extraordinarily fine-pitch vertical interconnects; chiplet-based, heterogeneous integration that combines logic, memory, analog, and increasingly photonics from different process nodes; glass substrates and interposers as a new high-end platform; panel-level processing for larger and more cost-effective packages; and co-packaged optics, which brings the optical interface directly into the package.

Underpinning these trends is a deep and increasingly contested ecosystem spanning integrated device manufacturers, foundries, outsourced assembly and test providers, memory makers, equipment and materials suppliers, and a fast-growing optical-interconnect sector. The industry is also experiencing significant structural change, including the partial reshoring of leading-edge packaging capacity, the rise of hyperscaler custom silicon, and growing collaboration across the value chain as the complexity of integration intensifies. Materials innovation, thermal management, and design-stage co-optimisation have become essential disciplines rather than peripheral concerns.

At the same time, the field faces substantial challenges: yield and cost at large package formats, manufacturing maturity for glass and panel processing, thermal density in tightly integrated stacks, optical alignment and test for co-packaged optics, standardisation of die-to-die interfaces, and a concentrated, capital-intensive supply chain. Despite these hurdles, advanced packaging is firmly established as a foundational technology for next-generation computing, communications, automotive, and consumer systems, and its strategic significance is expected to deepen throughout the coming decade.

The Global Market for Advanced Semiconductor Packaging 2027–2037 provides a comprehensive analysis of the advanced semiconductor packaging industry, examining the technologies, materials, applications, market trends, competitive landscape, and outlook that will shape the sector through 2037. As gains from transistor scaling diminish at the leading edge, advanced packaging has become the primary lever for system performance, and this report maps the technologies and players driving that shift across AI, high-performance computing, automotive, mobile, and consumer markets. It combines technical depth with market analysis, supported by detailed forecasts and an extensive directory of company profiles.

The report covers:

  • Executive summary - technology overview, evolution of packaging, supply chains, key technology trends, growth drivers, competitive landscape, market challenges, and future outlook.
  • Semiconductor packaging technologies - transistor device scaling and the sub-2nm paradox; wafer-level and fan-out packaging; chiplets and disaggregation; interconnection methods; interposer technologies including silicon, organic, silicon bridge, and glass; 2.5D and 3D packaging; copper-to-copper hybrid bonding, including low- and room-temperature processes; and die-to-die I/O.
  • Wafer-level packaging - WLCSP, fan-out, fan-in, panel-level packaging, manufacturing processes, trends, and applications.
  • System-in-package and heterogeneous integration - integration approaches, manufacturing methods, drivers, applications, IC substrates, and co-packaged optics.
  • Monolithic 3D ICs - architectures, 2D materials, benefits, and challenges.
  • Markets and applications - mobile, HPC, AI, automotive (including ADAS and EV power electronics), IoT, medical, consumer, aerospace and defense, additive manufacturing, and silicon photonics.
  • Glass substrates and interposers - benefits, material properties, TGV formation and metallisation, panel processing, supplier roadmaps, and technical challenges.
  • Co-packaged optics - co-packaging approaches, EIC/PIC integration, couplers, advantages and limitations, time to market, and company technologies.
  • Thermal interface materials - candidates, roadmaps, and applications.
  • Global market forecasts - by packaging type, units and wafers, end-use market, region, and by 3D SoC, 3D stacked memory, UHD FO/RDL interposer, 2.5D interposers, and embedded silicon bridge.
  • Market trends and roadmaps - data center, AI and graphics, CPU, autonomous vehicles, interconnect and node roadmaps, and commercialized products across GPUs, AI ASICs, CPUs, and CPO switches.
  • Market players, challenges, and company profiles - covering IDMs, foundries, OSATs, OEMs, equipment, materials, and substrate suppliers. Companies profiled include AaltoSemi, Absolics, ACCRETECH, Adeia, Advanced Micro Devices (AMD), Ajinomoto, Alphawave Semi, Amkor Technology, Analog Devices, AMQ Intelligent, Apple, Applied Materials, Ardentec, ARM, ASE, ASMPT, Astera Labs, Ayar Labs, Besi, Biren Technology, Blue Ocean Smart System, Brewer Science, Broadcom, BroadPak, Cadence, Cambricon, Capcon, CAS Microelectronics, CD Micro-Technology, CEA-Leti, Celestial AI, Cerebras, China Wafer Level CSP, Chipbond, Chipletz, ChipMOS, Coherent, Corning, Dai Nippon Printing (DNP), Dewo Advanced Automation, Disco, DuPont, Ebara, Eliyan, EMC Semiconductor, EPS Technology, Entegris, EV Group, GlobalFoundries, Global Unichip, Gloway, Goldenscope, Gona, Graphcore, Greatek, Hangke, Hanmi Semiconductor, HD Microsystems, HiSilicon, HLMC, Huatian, Huawei, Ibiden, IBM, ICLeague, imec, Indium Corporation, Infineon, Integra, Inari Amertron, Intel, JCET, Jiangsu ICAT, Jingdu, Keyang, King Yuan, Kioxia, KyLitho, Kyocera, Lam Research, Lapis, LB Semicon, Leading Interconnect, LG Innotek, Lidrotec, Lightmatter, Lumentum, Lux Semiconductors, Malaysian Pacific Industries, Marvell, Micron, MediaTek, Meta, Micross, Mitsubishi, NCAP China, NEC, Nippon Electric Glass (NEG), Nepes, Nvidia, Onsemi, Orient Semiconductor, Panasonic, Plan Optik, Powertech, Pragmatic, Qorvo, Renesas, RMT, Rohm, Rong, Samsung Electronics, Samtec, Schott, Sharp, Shinko, Showa Denko/Resonac, Sigurd, Silicon Box, SPIL, SJ Semiconductor, SK Hynix, Skywater, SMIC, Sony, Starmask, STMicroelectronics, Suss Microtec, Synopsys, SZLQ, Taiwan Semiconductor Manufacturing Company (TSMC), Techsense, Tezzaron, Tokyo Electron (TEL), Tongfu, Texas Instruments, Tokyo Seimitsu, Tong Hsing, Toppan, Toray, Toshiba, Tower Semiconductor, UMC, Unimicron, Unisem, UTAC, Walton, Winstek, Xinhe, Yibu, and Yuehai.

Table of Contents

1 EXECUTIVE SUMMARY

  • 1.1 Semiconductor Packaging Technology Overview
    • 1.1.1 Key challenges
    • 1.1.2 Evolution of semiconductor packaging
      • 1.1.2.1 From 1D to 3D
    • 1.1.3 Conventional packaging approaches
    • 1.1.4 Advanced packaging approaches
  • 1.2 Semiconductor Supply Chain
  • 1.3 Advanced Packaging Supply Chain
  • 1.4 Key Technology Trends in Advanced Packaging
  • 1.5 Market Growth Drivers
  • 1.6 Competitive Landscape
  • 1.7 Market Challenges
  • 1.8 Future outlook
    • 1.8.1 Heterogeneous Integration
    • 1.8.2 Chiplets and Die Disaggregation
    • 1.8.3 Advanced Interconnects
    • 1.8.4 Scaling and Miniaturization
    • 1.8.5 Thermal Management
    • 1.8.6 Materials Innovation
    • 1.8.7 Supply Chain Developments
    • 1.8.8 Role of Simulation and Data Analytics

2 SEMICONDUCTOR PACKAGING TECHNOLOGIES

  • 2.1 Transistor Device Scaling
    • 2.1.1 Overview
    • 2.1.2 Heterogeneous Architecture Transition
    • 2.1.3 Co-Design Focus Areas
  • 2.2 Wafer Level Packaging
  • 2.3 Fan-Out Wafer Level Packaging
  • 2.4 Chiplets
    • 2.4.1 AMD EPYC and Ryzen processor families
    • 2.4.2 Disaggregation Needs
  • 2.5 Interconnection in Semiconductor Packaging
    • 2.5.1 Overview
    • 2.5.2 Wire Bonding
    • 2.5.3 Flip-chip bonding
    • 2.5.4 Interposer
      • 2.5.4.1 Interposer technology comparison
      • 2.5.4.2 Glass interposer
        • 2.5.4.2.1 Technical challenge of glass interposer
        • 2.5.4.2.2 Different Interposer material comparison
    • 2.5.5 Through-silicon via (TSV) bonding
    • 2.5.6 Hybrid bonding with chiplets
    • 2.5.7 Re-architecting die-to-die I/O
  • 2.6 2.5D and 3D Packaging
    • 2.6.1 2.5D packaging
      • 2.6.1.1 Overview
        • 2.6.1.1.1 Silicon Interposer 2.5D
          • 2.6.1.1.1.1 Through Si Via (TSV)
          • 2.6.1.1.1.2 (SiO2) based redistribution layers (RDLs)
        • 2.6.1.1.2 2.5D Organic-based packaging
          • 2.6.1.1.2.1 Chip-first and chip-last fan-out packaging
          • 2.6.1.1.2.2 Organic substrates
          • 2.6.1.1.2.3 Organic RDL
        • 2.6.1.1.3 2.5D glass-based packaging
          • 2.6.1.1.3.1 Benefits
          • 2.6.1.1.3.2 Glass Si interposers in advanced packaging
          • 2.6.1.1.3.3 Glass material properties
          • 2.6.1.1.3.4 2/2 μm line/space metal pitch on glass substrates
          • 2.6.1.1.3.5 3D Glass Panel Embedding (GPE) packaging
          • 2.6.1.1.3.6 Thermal management
          • 2.6.1.1.3.7 Polymer dielectric films
          • 2.6.1.1.3.8 Challenges
          • 2.6.1.1.3.9 Comparison with other substrates
          • 2.6.1.1.3.10 TGV formation and metallisation
        • 2.6.1.1.4 2.5D vs. 3D Packaging
      • 2.6.1.2 Benefits
      • 2.6.1.3 Challenges
      • 2.6.1.4 Trends
      • 2.6.1.5 Market players
    • 2.6.2 3D packaging
      • 2.6.2.1 Conventional 3D packaging
      • 2.6.2.2 Advanced 3D Packaging with through-silicon vias (TSVs)
      • 2.6.2.3 W2W vs D2W vs Collective D2W
      • 2.6.2.4 Direct Molecular Bonding
      • 2.6.2.5 3D Interconnect Trends
      • 2.6.2.6 Hybrid Bonding
        • 2.6.2.6.1 Devices using hybrid bonding
        • 2.6.2.6.2 Fusion Bond
        • 2.6.2.6.3 Low- and room-temperature Cu-Cu bonding
        • 2.6.2.6.4 Devices using hybrid bonding
      • 2.6.2.7 3D stacking supply chain
      • 2.6.2.8 3D Microbump technology
        • 2.6.2.8.1 Technologies
        • 2.6.2.8.2 Challenges
        • 2.6.2.8.3 Bumpless copper-to-copper (Cu-Cu) hybrid bonding
      • 2.6.2.9 Trends
        • 2.6.2.9.1 Memory drives the next wave
        • 2.6.2.9.2 Low- and room-temperature Cu-Cu bonding

3 WAFER-LEVEL PACKAGING

  • 3.1 Introduction
    • 3.1.1 WLP to PLP
  • 3.2 Benefits
  • 3.3 Types of Wafer Level Packaging
    • 3.3.1 Wafer Level Chip Scale Packaging
      • 3.3.1.1 Overview
      • 3.3.1.2 Advantages
      • 3.3.1.3 Applications
    • 3.3.2 Wafer Level Fan-Out Packaging
      • 3.3.2.1 Overview
      • 3.3.2.2 Advantages
      • 3.3.2.3 Applications
    • 3.3.3 Wafer Level Fan-In Packaging
      • 3.3.3.1 Overview
      • 3.3.3.2 Advantages
      • 3.3.3.3 Applications
    • 3.3.4 Other Types of WLP
      • 3.3.4.1 Cu-Pillar Flip Chip
      • 3.3.4.2 Advantages
        • 3.3.4.2.1 Applications
      • 3.3.4.3 Embedded Wafer Level BGA (eWLB)
      • 3.3.4.4 Advantages
        • 3.3.4.4.1 Applications
      • 3.3.4.5 Chip-last FO-WLP
        • 3.3.4.5.1 Advantages
        • 3.3.4.5.2 Applications
      • 3.3.4.6 Wafer-on-Wafer (WoW)
        • 3.3.4.6.1 Applications
  • 3.4 WLP Manufacturing Processes
    • 3.4.1 Wafer Preparation
    • 3.4.2 RDL Buildup
    • 3.4.3 Bumping
    • 3.4.4 Encapsulation
    • 3.4.5 Integration
    • 3.4.6 Test and Singulation
  • 3.5 Wafer Level Packaging Trends
  • 3.6 Applications of Wafer Level Packaging
    • 3.6.1 Mobile and Consumer Electronics
    • 3.6.2 Automotive Electronics
    • 3.6.3 IoT and Industrial
    • 3.6.4 High Performance Computing
    • 3.6.5 Aerospace and Defense
  • 3.7 Wafer Level Packaging Outlook

4 SYSTEM-IN-PACKAGE AND HETEROGENEOUS INTEGRATION

  • 4.1 Introduction
  • 4.2 Approaches for heterogenous integration
    • 4.2.1 Technology Building Blocks
  • 4.3 SiP Manufacturing Approaches
    • 4.3.1 2.5D Integrated Interposers
    • 4.3.2 Multi-Chip Modules
    • 4.3.3 3D Stacked packages
    • 4.3.4 Fan-Out Wafer Level Packaging
    • 4.3.5 Flip Chip Package-on-Package
  • 4.4 SiP Component Integration
  • 4.5 Heterogeneous Integration Drivers
  • 4.6 Trends Driving SiP Adoption
  • 4.7 SiP Applications
  • 4.8 SiP Industry Landscape
  • 4.9 Future Outlook on Heterogeneous Integration
  • 4.10 CPO (Co-Packaged Optics)
    • 4.10.1 Co-packaging approaches
    • 4.10.2 Heterogeneous integration of EIC and PIC
    • 4.10.3 Interconnect Technology (in CPO)
    • 4.10.4 Type of couplers
    • 4.10.5 Advantages and limitations
    • 4.10.6 CPO technologies, by company
  • 4.11 IC Substrates

5 MONOLITHIC 3D IC

  • 5.1 Overview
    • 5.1.1 Transitioning from 2D Systems
    • 5.1.2 Motivation for developing monolithic 3D manufacturing
    • 5.1.3 Improved M3D Interconnect Density
    • 5.1.4 Heterogenous 3D vs Monolithic 3D
    • 5.1.5 2D Materials
  • 5.2 Benefits
  • 5.3 Challenges
  • 5.4 Future outlook

6 MARKETS AND APPLICATIONS

  • 6.1 Market value chain
    • 6.1.1 SiP OEM/Designers
    • 6.1.2 Chiplet OEM/Designer and Chiplet Foundry
    • 6.1.3 Chiplet Integrator
      • 6.1.3.1 Integrated Device Manufacturers (IDMs)
      • 6.1.3.2 Outsourced Semiconductor Assembly and Test (OSAT) Providers
    • 6.1.4 Material Suppliers
    • 6.1.5 Equipment Suppliers
    • 6.1.6 Substrate and PCB suppliers
    • 6.1.7 EDA Tools Suppliers
    • 6.1.8 Interposer Foundry
  • 6.2 Packaging trends by market
    • 6.2.1 Mobile Devices
    • 6.2.2 High-Performance Computing (HPC)
    • 6.2.3 Automotive
    • 6.2.4 Internet of Things (IoT)
    • 6.2.5 Consumer Electronics
    • 6.2.6 Aerospace and Defense
    • 6.2.7 Medical Devices
  • 6.3 Design requirements
  • 6.4 Artificial Intelligence (AI)
    • 6.4.1 Challenges in AI
    • 6.4.2 Advanced Packaging Solutions
      • 6.4.2.1 2.5D and 3D Integration
      • 6.4.2.2 Chiplet-based Packaging
      • 6.4.2.3 Wafer-Level Packaging (WLP)
    • 6.4.3 Addressing AI Challenges through Advanced Packaging
      • 6.4.3.1 Processing Power
      • 6.4.3.2 Memory Bandwidth
      • 6.4.3.3 Energy Efficiency
      • 6.4.3.4 Scalability
    • 6.4.4 Applications
      • 6.4.4.1 Data Center and Cloud Computing
      • 6.4.4.2 Edge Devices and IoT
      • 6.4.4.3 Healthcare and Medical Devices
      • 6.4.4.4 Autonomous Vehicles
  • 6.5 Mobile Devices
    • 6.5.1 Challenges
    • 6.5.2 Advanced Packaging Solutions
      • 6.5.2.1 System-in-Package (SiP)
      • 6.5.2.2 Fan-Out Wafer-Level Packaging (FOWLP)
      • 6.5.2.3 3D IC Packaging
      • 6.5.2.4 Wafer-Level Chip-Scale Packaging (WLCSP)
    • 6.5.3 Addressing Challenges through Advanced Packaging
      • 6.5.3.1 Power Consumption and Thermal Management
      • 6.5.3.2 Size Constraints
      • 6.5.3.3 Cost
    • 6.5.4 Applications
      • 6.5.4.1 Smartphones
      • 6.5.4.2 Tablets
      • 6.5.4.3 Wearables
      • 6.5.4.4 AR/VR Devices
    • 6.5.5 Future trends
  • 6.6 High Performance Computing (HPC)
    • 6.6.1 Challenges
    • 6.6.2 Advanced Packaging Solutions for HPC
      • 6.6.2.1 2.5D and 3D Integration
      • 6.6.2.2 Hybrid bonding
      • 6.6.2.3 Multi-Chip Modules (MCMs)
      • 6.6.2.4 Chiplet-based Architectures
      • 6.6.2.5 Advanced Interconnect Technologies
    • 6.6.3 Addressing HPC Challenges through Advanced Packaging
      • 6.6.3.1 Performance Scaling
      • 6.6.3.2 Power Consumption
      • 6.6.3.3 Interconnect Bandwidth
      • 6.6.3.4 Reliability
    • 6.6.4 Applications
      • 6.6.4.1 Supercomputers
      • 6.6.4.2 Data Center and Cloud Computing
      • 6.6.4.3 Artificial Intelligence and Machine Learning
      • 6.6.4.4 Scientific Computing and Simulation
      • 6.6.4.5 Co-Packaged Optics
        • 6.6.4.5.1 Network Switch
        • 6.6.4.5.2 Optical communication in data centers
        • 6.6.4.5.3 Thermal Management
        • 6.6.4.5.4 Challenges in CPO
        • 6.6.4.5.5 Package Structure
        • 6.6.4.5.6 Fan-Out Embedded Bridge (FOEB) structure
        • 6.6.4.5.7 Advancing Switching and AI Networks
        • 6.6.4.5.8 Making on-chip photonics manufacturable
    • 6.6.5 Thermal Interface Materials
    • 6.6.6 Future Trends
  • 6.7 Automotive Electronics
    • 6.7.1 Challenges
    • 6.7.2 Advanced Packaging Solutions for Automotive Electronics
      • 6.7.2.1 System-in-Package (SiP)
      • 6.7.2.2 Flip-Chip and Wafer-Level Packaging (WLP)
      • 6.7.2.3 3D Integration and Through-Silicon Vias (TSVs)
    • 6.7.3 Addressing Automotive Electronics Challenges through Advanced Packaging
      • 6.7.3.1 ADAS/Autonomous driving systems
      • 6.7.3.2 Harsh Environment Reliability
      • 6.7.3.3 Safety and Reliability
      • 6.7.3.4 Miniaturization and Integration
      • 6.7.3.5 High-Speed Communication
      • 6.7.3.6 Thermal Management
    • 6.7.4 Applications
      • 6.7.4.1 Advanced Driver Assistance Systems (ADAS) and Autonomous Driving
        • 6.7.4.1.1 Radar packaging
      • 6.7.4.2 Electric Vehicle (EV) Power Electronics
      • 6.7.4.3 Infotainment and Telematics
      • 6.7.4.4 Sensors and Actuators
    • 6.7.5 Future Trends
  • 6.8 Internet of Things (IoT) Devices
    • 6.8.1 Challenges
    • 6.8.2 Advanced Packaging Solutions for IoT Devices
      • 6.8.2.1 Wafer-Level Packaging (WLP)
      • 6.8.2.2 System-in-Package (SiP)
      • 6.8.2.3 Fan-Out Wafer-Level Packaging (FOWLP)
      • 6.8.2.4 3D Packaging and Through-Silicon Vias (TSVs)
    • 6.8.3 Addressing IoT Device Challenges through Advanced Packaging
      • 6.8.3.1 Size Constraints
      • 6.8.3.2 Power Consumption
      • 6.8.3.3 Cost Pressures
      • 6.8.3.4 Integration and Functionality
      • 6.8.3.5 Reliability and Robustness
    • 6.8.4 Applications
      • 6.8.4.1 Wearable Devices
      • 6.8.4.2 Smart Home Devices
      • 6.8.4.3 Industrial IoT Devices
      • 6.8.4.4 Medical IoT Devices
    • 6.8.5 Future Trends
  • 6.9 5G & 6G Communications Infrastructure
    • 6.9.1 Challenges
    • 6.9.2 Trends in 5G and 6G packaging
    • 6.9.3 Advanced Packaging Solutions for 5G and 6G Communications Infrastructure
      • 6.9.3.1 Antenna-in-Package (AiP)
      • 6.9.3.2 System-in-Package (SiP)
      • 6.9.3.3 3D Packaging and Through-Silicon Vias (TSVs)
      • 6.9.3.4 Fan-Out Wafer-Level Packaging (FOWLP)
    • 6.9.4 Addressing 5G and 6G Infrastructure Challenges through Advanced Packaging
      • 6.9.4.1 High-Frequency Operation
      • 6.9.4.2 Massive MIMO and Beamforming
      • 6.9.4.3 Energy Efficiency
      • 6.9.4.4 Cost and Scalability
      • 6.9.4.5 Thermal Management
    • 6.9.5 Applications
      • 6.9.5.1 Base Stations and Small Cells
      • 6.9.5.2 Backhaul and Fronthaul Networks
      • 6.9.5.3 Edge Computing and Network Slicing
      • 6.9.5.4 Satellite and Non-Terrestrial Networks
    • 6.9.6 Future Trends
  • 6.10 Aerospace and Defense Electronics
    • 6.10.1 Challenges
    • 6.10.2 Advanced Packaging Solutions for Aerospace and Defense Electronics
      • 6.10.2.1 3D Packaging and Through-Silicon Vias (TSVs)
      • 6.10.2.2 Chip-Scale Packaging (CSP) and Wafer-Level Packaging (WLP)
      • 6.10.2.3 Flip-Chip and Ball Grid Array (BGA) Packaging
      • 6.10.2.4 Hermetic Packaging and Sealing
    • 6.10.3 Addressing Aerospace and Defense Electronics Challenges through Advanced Packaging
      • 6.10.3.1 Size, Weight, and Power (SWaP) Optimization
      • 6.10.3.2 Harsh Environment Reliability
      • 6.10.3.3 High Performance and Speed
      • 6.10.3.4 Long-Term Reliability and Maintainability
      • 6.10.3.5 Security and Anti-Tamper Features
    • 6.10.4 Applications
      • 6.10.4.1 Avionics and Flight Control Systems
      • 6.10.4.2 Radar and Electronic Warfare Systems
      • 6.10.4.3 Satellite Communications and Payload Electronics
      • 6.10.4.4 Missile Guidance and Control Electronics
    • 6.10.5 Future Trends
  • 6.11 Medical Electronics
    • 6.11.1 Challenges
    • 6.11.2 Advanced Packaging Solutions for Medical Electronics
      • 6.11.2.1 3D Packaging and Through-Silicon Vias (TSVs)
      • 6.11.2.2 Wafer-Level Packaging (WLP) and Chip-Scale Packaging (CSP)
      • 6.11.2.3 Flexible and Stretchable Packaging
      • 6.11.2.4 Microfluidic Packaging
    • 6.11.3 Addressing Medical Electronics Challenges through Advanced Packaging
      • 6.11.3.1 Miniaturization
      • 6.11.3.2 Biocompatibility
      • 6.11.3.3 Reliability
      • 6.11.3.4 Power Efficiency
      • 6.11.3.5 High Performance
    • 6.11.4 Applications
      • 6.11.4.1 Implantable Devices
      • 6.11.4.2 Wearable Health Monitors
      • 6.11.4.3 Diagnostic Imaging Equipment
      • 6.11.4.4 Surgical Robotics and Instruments
    • 6.11.5 Future Trends
  • 6.12 Consumer Electronics
    • 6.12.1 Challenges
    • 6.12.2 Advanced Packaging Solutions for Consumer Electronics
      • 6.12.2.1 System-in-Package (SiP)
      • 6.12.2.2 Fan-Out Wafer-Level Packaging (FOWLP)
      • 6.12.2.3 3D Packaging and Through-Silicon Vias (TSVs)
      • 6.12.2.4 Embedded Die Packaging
    • 6.12.3 Addressing Consumer Electronics Challenges through Advanced Packaging
      • 6.12.3.1 Miniaturization
      • 6.12.3.2 Power Efficiency
      • 6.12.3.3 High Performance
      • 6.12.3.4 Cost Reduction
      • 6.12.3.5 Time-to-Market
    • 6.12.4 Applications
      • 6.12.4.1 Smartphones and Tablets
      • 6.12.4.2 Wearables and IoT Devices
      • 6.12.4.3 Gaming Consoles and VR/AR Devices
      • 6.12.4.4 Smart Home Devices
    • 6.12.5 Future Trends
  • 6.13 Additive manufacturing for advanced packaging
  • 6.14 Silicon photonics

7 GLOBAL MARKET FORECASTS

  • 7.1 By type
  • 7.2 By Units & Wafers
  • 7.3 By end-use market
  • 7.4 By region
  • 7.5 3D SoC
  • 7.6 3D Stacked memory
  • 7.7 UHD FO / RDL Interposer
  • 7.8 2.5D Interposers
  • 7.9 Embedded Si bridge

8 MARKET TRENDS

  • 8.1 Data center
  • 8.2 AI and Graphics
  • 8.3 CPU
  • 8.4 Autonomous vehicles
  • 8.5 Roadmap
    • 8.5.1 Interconnect technology trend
    • 8.5.2 By interconnect density and technology node
    • 8.5.3 By reticle size
    • 8.5.4 By front-end vs back-end
    • 8.5.5 By 2.5D and 3D Technology Trends
    • 8.5.6 By I/O density, I/O pitch and package size
  • 8.6 Commercialized Products
    • 8.6.1 3D Memory
    • 8.6.2 GPU
      • 8.6.2.1 Nvidia
      • 8.6.2.2 AMD
      • 8.6.2.3 Intel
    • 8.6.3 AI ASICs
      • 8.6.3.1 Intel
      • 8.6.3.2 Google
      • 8.6.3.3 Amazon
      • 8.6.3.4 Microsoft
      • 8.6.3.5 Huawei
      • 8.6.3.6 Meta
    • 8.6.4 CPU
      • 8.6.4.1 AMD
      • 8.6.4.2 Amazon
      • 8.6.4.3 Intel
      • 8.6.4.4 Nvidia
    • 8.6.5 Networking and CPO switches
      • 8.6.5.1 Nvidia Quantum-X and Spectrum-X Photonics
      • 8.6.5.2 Broadcom Tomahawk CPO (Bailly / Davisson)

9 MARKET PLAYERS

  • 9.1 Integrated Device Manufacturers
  • 9.2 Outsourced Semiconductor Assembly and Test (OSAT) Companies
  • 9.3 Foundries
  • 9.4 Electronics OEMs
  • 9.5 Packaging Equipment and Materials Companies

10 MARKET CHALLENGES

11 COMPANY PROFILES

  • 11.1 AaltoSemi
  • 11.2 Absolic, Inc.
  • 11.3 ACCRETECH (Europe) GmbH
  • 11.4 Adeia, Inc.
  • 11.5 Advanced Micro Devices, Inc. (AMD)
  • 11.6 Ajinomoto
  • 11.7 Analog Devices, Inc. (ADI)
  • 11.8 Amkor Technology
  • 11.9 Anmuquan Intelligent Technology (AMQ Intelligent)
  • 11.10 Apple
  • 11.11 Applied Materials
  • 11.12 Ardentec Corporation
  • 11.13 Arieca
  • 11.14 ARM
  • 11.15 ASE
  • 11.16 ASMPT Ltd
  • 11.17 Ayar Labs
  • 11.18 Besi
  • 11.19 Biren Technology
  • 11.20 Blue Ocean Smart System
  • 11.21 Brewer Science
  • 11.22 Broadcom
  • 11.23 BroadPak
  • 11.24 Cadence Design Systems
  • 11.25 Cambricon Technologies Co.
  • 11.26 Capcon Semiconductor
  • 11.27 CAS Microelectronics Integration
  • 11.28 CD Micro-Technology
  • 11.29 CEA-Leti
  • 11.30 Cerebras
  • 11.31 China Wafer Level CSP Co
  • 11.32 Chipbond Technology Corporation
  • 11.33 Chipletz
  • 11.34 ChipMOS Technologies, Inc.
  • 11.35 Coherent
  • 11.36 Corning
  • 11.37 Dai Nippon Printing (DNP)
  • 11.38 Dewo Advanced Automation (DAA)
  • 11.39 Disco
  • 11.40 Dupont
  • 11.41 Ebara
  • 11.42 Eliyan
  • 11.43 EMC Semi-Conductor Technology
  • 11.44 EPS Technology
  • 11.45 Entegris
  • 11.46 EV Group
  • 11.47 GlobalFoundries
  • 11.48 Global Unichip
  • 11.49 Gloway
  • 11.50 Goldenscope Tech
  • 11.51 Gona Semiconductor Technology
  • 11.52 Graphcore
  • 11.53 Greatek Electronics Inc
  • 11.54 Hangke Chuangxing (Aero Inno-Star)
  • 11.55 Hanmi Semiconductor
  • 11.56 HD Microsystems
  • 11.57 HiSilicon
  • 11.58 HLMC (Shanghai Huali Microelectronics Corporation)
  • 11.59 Huatian Huichuang Technology (Xi'an) Co., Ltd.
  • 11.60 Huawei
  • 11.61 Ibiden
  • 11.62 IBM
  • 11.63 ICLeague Technology Co Ltd
  • 11.64 IMEC
  • 11.65 Indium Corporation
  • 11.66 Infineon Technologies AG
  • 11.67 Integra
  • 11.68 Inari Amertron Berhad
  • 11.69 Intel Corporation
  • 11.70 JCET Group
  • 11.71 Jiangsu IC Assembly & Test (ICAT)
  • 11.72 Jingdu Semiconductor
  • 11.73 Keyang Semiconductor (KYS)
  • 11.74 King Yuan Electronics Co., Ltd.
  • 11.75 Kioxia
  • 11.76 KyLitho
  • 11.77 Kyocera
  • 11.78 Lam Research
  • 11.79 Lapis Technology
  • 11.80 LB Semicon Co Ltd
  • 11.81 Leading Interconnect Semiconductor Technology
  • 11.82 LG Innotek
  • 11.83 Lidrotec GmbH
  • 11.84 Lux Semiconductors
  • 11.85 Malaysian Pacific Industries Berhad
  • 11.86 Micron Technology, Inc.
  • 11.87 Mediatek
  • 11.88 Micross Components
  • 11.89 Mitsubishi
  • 11.90 National Center For Advanced Packaging China (NCAP China)
  • 11.91 NEC
  • 11.92 Nvidia Corporation
  • 11.93 Nepes Corporation
  • 11.94 Nippon Electric Glass (NEG)
  • 11.95 Onsemi
  • 11.96 Orient Semiconductor Electronics Ltd.
  • 11.97 Panasonic
  • 11.98 Plan Optik AG
  • 11.99 Powertech Technology Inc.
  • 11.100 Pragmatic Semiconductor
  • 11.101 Qorvo
  • 11.102 Renesas
  • 11.103 Rigger Micro Technologies (RMT)
  • 11.104 Rohm
  • 11.105 Rong Semiconductor
  • 11.106 Samsung Electronics
  • 11.107 Samtec, Inc.
  • 11.108 Schott AG
  • 11.109 Sharp
  • 11.110 Shinko Electric Industries
  • 11.111 Showa Denko (Resonac)
  • 11.112 Sigurd Microelectronics Corporation
  • 11.113 Silicon Box
  • 11.114 Siliconware Precision Industries (SPIL)
  • 11.115 SJ Semiconductor
  • 11.116 SK Hynix
  • 11.117 Skywater
  • 11.118 Sony Corporation
  • 11.119 Starmask
  • 11.120 STMicroelectronics
  • 11.121 Suss Microtec
  • 11.122 Synopsys
  • 11.123 SZLQ Intelligence (Suzhou Lieqi Intelligent Equipment)
  • 11.124 Taiwan Semiconductor Manufacturing Company (TSMC)
  • 11.125 Techsense International
  • 11.126 Tezzaron Semiconductor
  • 11.127 Tokyo Electron (TEL)
  • 11.128 Tongfu Microelectronics Co., Ltd.
  • 11.129 Toppan
  • 11.130 Toray
  • 11.131 Texas Instruments
  • 11.132 Tokyo Electron
  • 11.133 Tokyo Seimitsu Co., Ltd.
  • 11.134 Tong Hsing Electronic Industries, Ltd.
  • 11.135 Toshiba
  • 11.136 Tower Semiconductor
  • 11.137 Unimicron
  • 11.138 Unisem
  • 11.139 UTAC Group
  • 11.140 Walton Advanced Engineering Inc.
  • 11.141 Winstek Semiconductor Technology Co., Ltd.
  • 11.142 Xinhe Semiconductor
  • 11.143 Yibu Semiconductor
  • 11.144 Yuehai Integrated

12 RESEARCH METHODOLOGY

13 REFERENCES

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