Posted: August 17, 2016

Contributed by Dick James

Soitec Bounces Back, Makes Gains in Mobile Phones, Automotive

The week of July 11 was the week for the annual pilgrimage down to the Semicon West show, though it’s becoming less of a show these days than a gathering place for the industry, with multiple conferences in parallel, hence the motto for the event, “Definitely Not Business as Usual”.

Definitely not business as usual - Semicon West Motto

Of course there were exhibitors, some 700+ I’m told, and we’ll have to wait for the post-show release to see how many attendees. From my observation, things were busy without being hectic on the show floor and there was the usual slew of press releases and social media postings from both exhibitors and attendees alike.

One such was a tweet from the French wafer manufacturer Soitec, which specializes in silicon on insulator (SOI) wafers, having pretty well cornered the market with the success of their Smart Cut™ technology. They announced a “new identity”, complete with a new logo, in time for the show and in advance of their AGM on July 25.

While I was at Semicon West, I had the chance to meet with Camille Dufour and Tom Piliszczuk of Soitec – we have seen increasing amounts of SOI devices in the phones that we analyze, so I was curious to find out what their range of materials was and what markets they were targeting. We have all followed the FinFET/fully depleted silicon on insulator (FD-SOI) debate in the last few years, and some still doubt that FD-SOI will take off; but RF-SOI and power SOI are making steady gains in the wireless and automotive sectors.

The logo change is straightforward enough:

Soitec logo change

The “new identity” reflects a structural change within Soitec in the last year or two. A while back, Soitec had decided to leverage their Smart Cut and Smart Stacking™ techniques to get into the solar cell and lighting businesses. Technologically they did quite well, getting to almost 50% efficiency for solar cells; but they were targeting the concentrated photovoltaic (CPV) market, which turned out to be a much more niche market than they anticipated.

Consequently, the balance sheet started to suffer, to the point where some of their customers questioned the viability of the company. As a result, at the beginning of last year, the decision was taken to get out of the photovoltaic (PV) and lighting businesses to focus on their core business of electronic materials. They also sold their Altatech equipment subsidiary to Fogale Nanotech.

By the middle of this year all of the financial details were cleared up and Soitec came back into operating profit. There was still a bit of a financial hangover from the discontinued operations, so a capital investment was arranged and a chunk of the company’s debt was paid off.

All of which is a roundabout way of saying that Soitec now regards itself as a re-generated company based solely on the manufacture of electronic materials, worthy of an announcement in time for Semicon West, the prime event for semiconductor materials suppliers.

If you peruse the products section of the website, you will see that they sell four streams of SOI wafers:

  • Digital SOI, which covers off partially depleted (PD-SOI) and FD-SOI
  • RF-SOI
  • Power SOI
  • Photonics SOI

Digital SOI is in a bit of a holding pattern right now; PD-SOI is in a slow decline as legacy game console parts and AMD processors fade away, and though IBM is still using PD-SOI for its Power™ series of processors, it is a fairly niche business and unlikely to consume huge volumes of wafers (IBM once had the bulk of the game chip business, making chips for Microsoft, Sony, and Nintendo).

When it comes to FD-SOI we have seen a lot of hype but, from our perspective, no serious production yet. Soitec says that volume is now into the thousands of wafers per month and will hit tens of thousands by the end of the year. Some products using FD-SOI have been announced, such as the NXP (formerly Freescale) i.MX 7 and i.MX 8 series of processors. Two foundries are on board, GLOBALFOUNDRIES with their 22FDX suite of processes, and Samsung with their 28 FD-SOI offering. Both claim multiple tape-outs are in progress (50+ for GLOBALFOUNDRIES) and Samsung’s Kelvin Low at Semicon West stated that they had shipped thousands of wafers. Both foundries agree that FD-SOI is ideal for Internet of Things (IoT), but again we have yet to see volume; so it’s a waiting game at the moment.

FD-SOI is real, though – here’s a cross section of transistors in a Bitcoin processor chip that we looked at last year.

FD-SOI - transistors in a Bitcoin processor chip

This was fabbed by STMicroelectronics in their Crolles fab, you can see that it is a gate-first high-k metal gate (HKMG) with no silicon germanium (SiGe) channel used for the PMOS, as used in PD-SOI. The SOI layer is ~6 nm thick, so definitely FD-SOI!

Overall PD-SOI and FD-SOI, being a 300 mm wafer product, make up ~20% of sales. The remaining 80% are 200 mm wafers, with 70% of those 200 mm wafers being RF-SOI. This number has grown steadily due to its adoption into the radio frequency (RF) front end of mobile phones, especially in
world-phones that have to cope with more than 40 wireless bands. Soitec claims that there was 18 mm2 of RF-SOI in the iPhone 6 and 25 mm2 in the iPhone 6s, and we at Chipworks/TechInsights have certainly seen increasing amounts of SOI-based parts in the RF section of the phones that we analyze. Soitec asserts that 100% of smartphones have their silicon in them these days.

This (together with power SOI, which we will discuss later) has kept Soitec’s 200 mm Bernin fab at full capacity for the last few months and they expect to ship a million 200 mm wafers this year. Last year the total was 700,000 wafers, and next year they expect it to be 1.3M wafers, though some of these may be from licensees Shin-Etsu and Sun Edison. Soitec has 70% of SOI wafer sales worldwide.

Apparently there are now over 10 foundries using SOI, mostly 200 mm, but TowerJazz has announced that its TPSCo subsidiary in Japan will be processing 45 nm, 300 mm RF-SOI, and GLOBALFOUNDRIES is now also offering 45 nm RF-SOI; which I heard will be from the East Fishkill fab, but I can’t find documented support for that at the moment. 

Back at the end of 2013, Soitec announced the addition of “trap-rich” RF-SOI technology to their product line as an enhanced performance substrate for RF products. 

Soitec - announced the addition of “trap-rich” RF-SOI technology

As I understand it, the trap-rich layer is a layer of polysilicon formed on the handle wafer, and the multiple traps in the crystal grains and grain boundaries kill any parasitic currents that could be induced by the RF radiation, even in a high-resistivity (HR) substrate. According to Soitec, this enables “RF designers to integrate on the same chip diverse functions such as switches, power amplifiers and antenna tuners with excellent RF isolation, good insertion loss and better signal integrity than traditional technologies” [1].

RFeSI vs. HR-SOI performance

I was curious to see what the penetration of this new technology was into RF product lines, and was surprised when Tom Piliszczuk of Soitec told me it was 55%, and it had replaced most of the regular
HR-SOI wafers that they had been selling, even with a 25% cost mark-up (presumably the polysilicon process is VERY specific). He said that manufacturers were willing to pay the higher price because of the improved performance and it also saves two mask layers. At the moment it’s all 200 mm wafer sales, though 300 mm wafers are available.

As an example of the leading-edge RF-SOI, here’s a scanning electron microscopy (SEM) cross section of a Murata/Peregrine antenna switch die from one of the RF front-end modules in the iPhone 6s:

SEM cross-section of a Murata-Peregrine antenna switch die

The SOI layer is well under 100 nm thick, but we are not into FD-SOI yet, even though some claim that RF can be integrated into FD-SOI! Since this image is a SEM image with oxide staining, we unfortunately can’t see if there is a trap-rich layer, however a different stain or transmission electron microscopy (TEM) imaging would allow us to see this.

Moving on to Power SOI, it is now present in 50% of cars, according to Soitec, with ~70 mm2 used per vehicle on average. Automotive usage is the largest sector, followed by industrial, and “other”:

Soitec power SOI Revenue by applocation pie chart

The auto sector has been expanding steadily for the last decade, due to the increasing use of automotive transceivers (CAN/LIN/FlexRay, over 50% in SOI) and class-D amplifiers in infotainment systems. On the industrial front, the driving products have been AC/DC converters, motor drivers, and Power over Ethernet.

The higher voltages and harsh environment have a lot to do with SOI migrating into these spaces – junction temperatures can get up to 225°C and the dielectric isolation of the buried oxide helps with
high-voltage operation, electrostatic discharge (ESD), and electromagnetic interference (EMI) protection. And, of course, it is inherently radiation-hard for particulate radiation such as alpha-particles or neutrons, great for space and military applications.

In terms of the design considerations, the use of SOI eliminates parasitic latch-up and the ability to use oxide isolation between circuit elements saves space when compared with diffused isolation in bipolar-CMOS-DMOS (BCDMOS) processes.

Low voltage LDMOS to high voltage LIGBT Image

This can reduce the die size by between 40 – 50% depending on the design, and so is well worth considering even with a higher-priced start wafer. 

Photonics SOI uses a different benefit of the buried oxide layer – the ability to confine photons within a silicon waveguide. In yet more of those fortunate properties of silicon, it transmits infrared light at between 1.3 – 1.6 µm, matching the wavelengths used in fibre-optic cables; and there is a large refractive index (RI) contrast between Si (n~3.5) and silicon dioxide (SiO2) (n~1.5), giving good total internal reflection to silicon waveguides on oxide.

Schematic of SOI optical waveguide

The higher RI also means that the wavelength is shorter in silicon, so we can have much tighter turning radii than in oxide, allowing sharp bends in photonics chips. Add to that the capability of tuning the RI by tuning the doping, manipulating the light by applying a voltage, and injecting carriers to adjust the phase, and we can do photonic processing as well as the usual digital and analog electronic processing.

The main application at present seems to be photonic transceivers, both inside and outside systems, but there is plenty of R&D looking to take advantage of the potential, particularly as data rates move towards 100 Gb/sec.

Soitec business model

Currently total production is only about 10,000 wafers/year, but being targeted mainly on interconnect inside and outside data centres, that is a low volume, high value part of the business. Looking to the future, Soitec expects that the growth in data as 5G arrives will push the need for photonics products, and Tom Piliszczuk of Soitec speculated that the high data rates required for 4K/8K virtual reality systems may also drive a consumer need for optical links to the headsets. 

Almost four years ago Chipworks analyzed a Luxtera chip from a Molex active fibre-optic cable, fabricated by Freescale (now NXP) in a 130 nm CMOS/photonic SOI process. Here’s an optical
plan-view image of a pair of waveguides turning 90o:

optical plan-view image

Wide multi-mode waveguides come from the left, narrow down, and then become single-mode waveguides before they turn 90o, with a radius of 30 µm, and exit at the top of the image. 

Here we show a TEM cross section of the narrow part of the waveguide:

TEM cross-section of the narrow part of the waveguide

The deep shallow trench isolation (STI) through to the buried oxide isolates the waveguide structure and the shallow STI in the structure confines the optical signal to the central mesa. The extra width and the outer ribs likely act to give mechanical stability and even out the stress in the central mesa. There is also a silicon nitride (SiN) layer over the waveguide which acts as a silicide mask. They are in general uniformly doped, but when they become part of a Mach-Zender interferometer (MZI), a P-N diode is formed in the waveguide in order to modulate the phase of the optical signal by varying the reverse bias on the diode. Below are junction-stained SEM and scanning capacitance microscopy (SCM) cross sections of one waveguide in a MZI. In the SEM image, the copper metallization has been etched out, but the pairs of contacts to the SOI to bias the diode are visible. 

SEM and SCM cross-sections of waveguide in Mach-Zender interferometer

SEM and SCM Cross Sections of Waveguide in MZI

Germanium photodetectors are formed selectively on the SOI for receive and signal-monitoring functions, and a laser diode module is mounted on the die for transmit capability.

It is obvious from this example that SOI is an almost ideal material for part of the integrated photonics systems that we will need in the not-too-distant future. Unfortunately silicon is not good for generating light, and we still need the interface to cable, so photonics chips will have to be part of an integrated assembly.

Intel made it clear last year at their Data Center Day that they consider silicon photonics a key part of their “Data Center Connectivity Landscape”, from within-rack connection to across the data center itself, which can involve kilometers of interconnects:

Data center connectivtity landscape

They also see ~50% growth in the market in the next few years:

Data center connectivity TAM

And it is clear from the new roadmaps (Photonic Systems Manufacturing Roadmap, and Heterogeneous Integration Technology Roadmap for Semiconductors) that technology and cost pressures are driving developments both in volume wafer manufacturing and wafer level assembly, as well as other areas such as optical through-silicon vias.

So, if we look at all the above applications, and include the predictions for FD-SOI, Soitec not only has bounced back from its travails of a few years ago, but as the main player in the SOI wafer business, it seems to have a solid future ahead.

Reference:

  1. Soitec white paper “Innovative RF-SOI Wafers for Wireless Applications