Market and Technology Trends
Status of the IC Substrate Industry 2024
By Yole Intelligence —
This report is scheduled for Q3 2024
YINTR24436
THIS TABLE OF CONTENTS IS FROM THE PREVIOUS EDITION - IT MIGHT BE UPDATED.
Introduction
- Glossary
- About the authors
- Report objectives
- Scope of the report
- Companies cited
- Terminology
- What we got right, what we got wrong
- Methodology and definitions
Three-page summary
Executive summary
IC Substrate technology – Introduction
- Market and technical drivers
- Landscape
- Advanced IC substrate vs. board
- Advanced IC substrate vs. traditional IC substrate
- Categories
- Construction – Core vs. Coreless
- Processes
- Competitive and opportunity technologies
Advanced IC substrate
- Introduction
- What’s new?
- Noteworthy news on advanced IC substrate
- Forecast comparison between 2023 and 2022
- IC Substrate landscape
- Technology trends and drivers
- Generative AI
- Trends, drivers, roadmap, demand
- Trends in the Advanced Substrate - HI
- Technology Development Drivers
- Roadmaps
- Commercialized IC substrate
- Technologies trend
- Substrates : More attention in Chip Acts ?
- Competitive technologies
- Market forecasts
- IC substrate - Revenue, units, panels
- ABF substrate - Revenue, units, panels
- Supply chain and players
- Equipment and material suppliers
- Advanced IC substrate – Conclusion
Substrate-like PCB (SLP)
- Introduction
- What’s new since ?
- Forecast comparison between 2023 and 2022
- SLP landscape and definitions
- Technology trends and drivers
- Where is the SLP opportunity?
- Motivation for SLP adoption
- Background and evolution
- Apple flagship smartphones – board analysis
- SLP drivers and roadmap
- Market forecasts
- Revenue by product and total board cells
- Units by product and total board cells
- Supply chain and players
- Speculated business activities
- Top 25 players based on 2022 revenue
- Distribution by country
- Market shares by player
- SLP – Conclusions
Embedded die
- Introduction
- Overview of the ED technology
- ED substrate landscape and technology
- Forecast comparison between 2023 and 2022
- Technology roadmap, trends and drivers
- Market forecasts
- ED supply chain and players
- ED – Conclusions
Glass Core Substrate
- GCS landscape and definitions
- Glass core substrate in the semiconductor industry landscape
- Glass core substrate and chiplets/ HI
- New as substrate core, but historical in the industry
- Properties and Advantages
- Glass Core Substrate vs. Glass Interposer
- Glass core vs. Organic substrates
- Glass substrate processes
- Intel’s adoption of glass core substrates
- Supply Chain
- Market Forecast
- Revenues Forecast
- Units Forecast
- Investments in the emerging glass core substrate
- Glass core substrates: A Strategic Pivot in the Semiconductor Supply Chain
- Equipment and materials suppliers
- GCS – Conclusions
Financial analysis
Chinese IC substrate industry
Conclusion
Yole group – Corporate presentation
This Status of Industry Report comprises data on Advanced IC Substrates with scope focused on organic and rigid Advanced IC Substrates, Substrate like PCB (SLP) and Embedded Die, as well as glass core-based substrate emerging. These substrates are used for AP platforms such as Flip-Chip, Ultra High Density Fan-out and 2.5D/3D stacking. Report includes 2024-2029 market forecast (revenue, units and panel start), substrate and material manufacturer data (revenue, market share, CapEx), supply chain, roadmaps and industry news. Detailed are technologies used to fabricate such substrates, with outlined inflection points for materials and equipment.
This Status of Industry Report comprises data on Advanced IC Substrates with scope focused on organic and rigid Advanced IC Substrates, Substrate like PCB (SLP) and Embedded Die, as well as glass core-based substrate emerging. These substrates are used for AP platforms such as Flip-Chip, Ultra High Density Fan-out and 2.5D/3D stacking. Report includes 2024-2029 market forecast (revenue, units and panel start), substrate and material manufacturer data (revenue, market share, CapEx), supply chain, roadmaps and industry news. Detailed are technologies used to fabricate such substrates, with outlined inflection points for materials and equipment.