??????EV Group???????Thomas Uhrmann????м??????Paul Lindner

????????????????????????????????????????￡?????????AI????5G????????/?????????AR/VR?????????????????????????????????г??????????????????More than Moore, MtM????????????????

?????????????????MtM?????????????????????????????

???????￡????ü?????????????????????????????豸?г??????2017??????4.5???????????2023????????8.5?????????????????????????????CAGR?????10%??

???ü?????????MtM?????????????????????????CMOS?????????CIS????MEMS??????SOI???????LED????????????????W2W?????ü????г????????CMOS?????????????????????????????Time-of-Flight, ToF????????CIS??????????????????????????????3D NAND??3D SoC?????????????????????????δ??????????????W2W?????г??????????????????????г?????

??????????????????——Yole?????????????г???????о????棺????????????????????豸?г?-2018?桷?????????????Amandine Pizzagalli????????????????????г?????????????????????W2W???ü????г?????EV Group??EVG?????????Thomas Uhrmann????м??????Paul Lindner????????????δ?????ü????г?????????????

2017??W2W???ü????г????

?????????????????????????豸?г?-2018?桷

Amandine Pizzagalli????????AP????????λ??????????EVG????????????

Paul Lindner????????PL????Thomas Uhrmann????????TU????EV Group??????3D/????????MEMS??????г?????????????????????豸???????????40??????EVG?????????????????????????????????????????????????????????????????????????2??????

??????????棬??????????г???????????????????——??μ?SmartView NT3???????????????????????????????????????????GEMINI FB XT??????????????????????????????????????????????????SmartView NT3???????????????50?????W2W????????2~3??????????????????????????????С????20??????????????????????????洢?????3D SoC???????CMOS????????????о??????????????????????????????3D??????????

????SmartView NT3??????W2W????????EVG?????????????????2~3??

AP????????Щ????г??????EVG???????????

PL??TU??EVG????MEMS??3D/???????豸?????????????????????????????г????EVG?????????????????????MtM??ó????????????У????????????????????????δ???????????????г?????????????λ?????????????????????????????????????????????????????MtM??á?

AP??EVG??????MtM??????????????????????????????EVG??MtM???????ü????г???????????

PL??TU?????????????????MtM?г???????3D SIP?????????????3D SIC??????IC????3D SoC???3D IC?????л??????????????????????????????Щ????????????????????????

????3D SIP??3D SIC??????????????????о?????????TSV?????н??????????????????????о????????C2W????????о??????ɡ???????棬????3D SoC????????????????????????????????????????????к??????

GEMINIFB XT

AP??EVG ??MtM??????????????Σ?????δ????仯?к??????

PL??TU???????????MtM??????Ρ?????????????????????????????“???????”??More Moore, MM??????????????????С??????????????????????IC?????в?????????????С????????????????????????磬??????????????????????????

MtM???????????????????????????????????ɡ?????????????????????????????????????е????????????????????????????????????????????????????ü????????????????????????????????δ??????????????????

AP??????ο????????????????豸????δ????EVG????α???????λ??????????????????

PL??TU???????????????????????????????????????????????????????????20%?????????????з?????????????????????????????翪??????????豸??????????????????????????????????????????

??????????????????????????????????????????????????????????λ??μ??????????????????????????????????????????????Demo????????????????????????????????????????????ISO27001?????

EVG???????????????????“????”?????????????????????????豸????????μ??豸?????????????з??滮??????????????????????????????????????????Щ?????????????????????EVG????????????????????“??????Invent???????￡?Innovate????????Implement??”??3I???????С?

AP???????δ?????????????????????Щ????????

PL??TU????????????????????????????????????????????????MEMS???????????????????????????????????????????????????????δ?????2010?????????????????????豸?е?????????????????????????б?????????????????????????????????

???????????????????????????????IDM???????????????????????????????????MtM??MM?г???????????????????????????????????????????????

?????????

????????????????????????-2018?桷

????????????????????豸?г?-2018?桷

???黯???GaAs?????????????г???

???????????????г?-2018?桷

???弶?????PLP?????????г?????-2018?桷

??Exynos 9110?????????????????弶?????FO-PLP????

??????????????-2018?桷

????????弼?????г????-2018?棺????о?????????????PCB?????

?????????????????RF?????????-2017?桷

????????????????г?????-2017?桷

??MEMS????г??????????????-2017?桷