| 1. | EXECUTIVE SUMMARY |
| 1.1. | EMI shielding for semiconductor packaging: Analyst viewpoint (I) |
| 1.2. | EMI shielding for semiconductor packaging: Analyst viewpoint (II) |
| 1.3. | What is electromagnetic interference (EMI) shielding? |
| 1.4. | How does EMI shielding work? |
| 1.5. | Factors driving developments in EMI shielding |
| 1.6. | What materials are used for EMI shielding? |
| 1.7. | Impact of trends in integrated circuit demand on EMI shielding industry |
| 1.8. | Impact of changes in semiconductor package design |
| 1.9. | Key trends for EMI shielding implementation |
| 1.10. | Package shielding involves compartmental and conformal shielding |
| 1.11. | Conformal package-level shielding driven by demand for compactness |
| 1.12. | Value chain for conformal package-level shielding |
| 1.13. | Key trends for EMI shielding deposition methods |
| 1.14. | Comparison of sputtering and spraying |
| 1.15. | Conclusions: Sputtering for package-level EMI shielding |
| 1.16. | Conclusions: Spraying/printing for package-level EMI shielding |
| 1.17. | Conclusions: Other deposition methods for package-level EMI shielding |
| 1.18. | Conclusions: Materials for board level shielding |
| 1.19. | Conclusions: Metallic inks for EMI shielding |
| 1.20. | Conclusions: Nanocarbon-based materials for EMI shielding |
| 1.21. | 10-year forecast: Conformal EMI shielding surface area by deposition method |
| 1.22. | 10-year forecast: Conformal EMI shielding revenue by deposition method |
| 2. | INTRODUCTION |
| 2.1. | Principles and motivation for EMI shielding |
| 2.1.1. | What is electromagnetic interference (EMI) shielding? |
| 2.1.2. | How does EMI shielding work? |
| 2.1.3. | Classifying sources of electromagnetic interference |
| 2.1.4. | Shielding effectiveness scale |
| 2.1.5. | EMI shielding is frequency specific |
| 2.1.6. | Modes of electromagnetic interference |
| 2.1.7. | Quantifying EMI shielding: Shielding effectiveness |
| 2.1.8. | Assessing the shielding effectiveness of multiple materials |
| 2.1.9. | EMI shielding requirements |
| 2.1.10. | Requirements of conductive inks for conformal and compartmental EMI shielding |
| 2.1.11. | Nested shielding motivates precise EMI shielding deposition methods |
| 2.1.12. | Standards for EMI shielding |
| 2.1.13. | The challenge of magnetic shielding at low frequencies (I) |
| 2.1.14. | The challenge of magnetic shielding at low frequencies (II) |
| 2.2. | Board vs package level shielding |
| 2.2.1. | Conventional shielding techniques limited to board-level protection |
| 2.2.2. | Transition from board to package level shielding |
| 2.2.3. | Compartmental and conformal shielding |
| 2.3. | Trends in semiconductor packaging and effect on EMI shielding |
| 2.3.1. | Towards advanced semiconductor packaging / heterogenous |
| 2.3.2. | From 1D to 3D semiconductor packaging |
| 2.3.3. | Semiconductor packaging - technology overview |
| 2.3.4. | Metallic inks important for heterogeneous integration |
| 2.3.5. | Early commercial example of package-level shielding |
| 2.3.6. | Conformal package-level EMI shielding accompanied by compartmentalization |
| 2.3.7. | What does heterogeneous integration mean for EMI shielding? |
| 2.3.8. | Antenna-in-package (AiP): introduction |
| 2.3.9. | Two types of AiP structures |
| 2.3.10. | Design concept of AiP and its benefits |
| 2.3.11. | Three ways of mmWave antenna integration |
| 3. | MARKET FORECASTS |
| 3.1. | Forecast methodology |
| 3.2. | Market forecasts by surface area |
| 3.2.1. | 10-year forecast: Conformal EMI shielding surface area by deposition method |
| 3.2.2. | Conformal EMI shielding surface area by deposition method: Proportion |
| 3.2.3. | 10-year forecast: Sputtering for conformal EMI shielding surface area |
| 3.2.4. | 10-year forecast: Spraying/printing for conformal EMI shielding surface area |
| 3.2.5. | 10-year forecast: Plating for conformal EMI shielding surface area |
| 3.2.6. | 10-year forecast: Conformal EMI surface area coated with flake-based inks |
| 3.2.7. | 10-year forecast: Conformal EMI surface area coated with nanoparticle/hybrid inks |
| 3.2.8. | 10-year forecast: Conformal EMI surface area coated with particle free inks |
| 3.3. | Market forecasts by surface area |
| 3.3.1. | 10-year forecast: Conformal EMI shielding revenue by deposition method |
| 3.3.2. | 10-year forecast: Proportional change in conformal EMI shielding revenue by deposition method |
| 3.3.3. | 10-year forecast: Revenue for conformal EMI surface area coated via sputtering |
| 3.3.4. | 10-year forecast: Revenue for conformal EMI surface area coated via spraying/printing |
| 3.3.5. | 10-year forecast: Revenue for conformal EMI surface area coated with flake-based inks |
| 3.3.6. | 10-year forecast: Revenue for conformal EMI surface area coated with nanoparticle/hybrid inks |
| 3.3.7. | 10-year forecast: Revenue for conformal EMI surface area coated with particle free inks |
| 3.3.8. | 10-year forecast: Revenue for conformal EMI surface area coated via plating |
| 4. | DEPOSITION METHODS FOR PACKAGE LEVEL SHIELDING |
| 4.1. | Overview |
| 4.1.1. | Variety of deposition methods for package-level EMI shielding materials |
| 4.1.2. | Comparison of sputtering and spraying |
| 4.1.3. | Uneven top/side deposition thicknesses create additional material requirements |
| 4.2. | Sputtering for EMI shielding |
| 4.2.1. | Introduction to sputtering |
| 4.2.2. | Sputtering via physical vapor deposition (PVD) workflow |
| 4.2.3. | Sputtering equipment innovation to improve package side deposition |
| 4.2.4. | Value chain for package-level EMI shielding with sputtering |
| 4.2.5. | Supplier details confirm that sputtering is the dominant approach |
| 4.2.6. | Sputtering for EMI shielding: SWOT analysis |
| 4.2.7. | Conclusions: Sputtering for package-level EMI shielding |
| 4.3. | Spraying/printing for EMI shielding |
| 4.3.1. | Spraying EMI shielding: A cost effective solution |
| 4.3.2. | Value chain for package-level shielding |
| 4.3.3. | Process flow for competing printing methods |
| 4.3.4. | Tilted spray coating offers even coverage across top surface and sidewalls |
| 4.3.5. | 'Nozzle-less' ultrasonic spray system reduces potential concerns |
| 4.3.6. | Alternative business models for spraying/printing |
| 4.3.7. | Example spray machines used in conformal EMI shielding |
| 4.3.8. | Heraeus inkjet printing solution enables selective deposition |
| 4.3.9. | Key trend for EMI shielding: Compartmentalization of complex packages |
| 4.3.10. | Challenges with spraying EMI shielding coatings |
| 4.3.11. | Spray coated EMI Shielding: Particle size and morphology choice |
| 4.3.12. | Compartmental shielding through trench filling |
| 4.3.13. | Suppliers targeting ink-based conformal EMI shielding |
| 4.3.14. | Aerosol printing will enable selective deposition with high resolution |
| 4.3.15. | Aerosol printing mechanism |
| 4.3.16. | Spraying/printing for EMI shielding: SWOT analysis |
| 4.3.17. | Conclusions: Spraying/printing for package-level EMI shielding |
| 4.4. | Other deposition methods |
| 4.4.1. | Other deposition methods for package-level EMI shielding |
| 4.4.2. | Laser direct structuring (electroless plating) for antennas, circuitry, and EMI shielding. |
| 4.4.3. | Wire bonding for EMI shielding |
| 4.4.4. | Utilizing 'bond via array' for EMI shielding |
| 4.4.5. | Fully 3D printed electronics process steps |
| 4.4.6. | 3D electronics enables co-axial shielding |
| 4.4.7. | AME antennas in packages for 5G wireless devices |
| 4.4.8. | Alternative deposition methods for EMI shielding: SWOT analysis |
| 4.4.9. | Conclusions: Other deposition methods for package-level EMI shielding |
| 5. | MATERIALS FOR EMI SHIELDING |
| 5.1. | Overview |
| 5.1.1. | Materials for package-level EMI shielding |
| 5.1.2. | What materials are used for EMI shielding? |
| 5.2. | Materials for board level shielding |
| 5.2.1. | Conventional EMI shielding materials |
| 5.2.2. | Larger scale EMI shielding: Making thermoplastics conductive |
| 5.2.3. | Metal cans - comparison of metal choices |
| 5.2.4. | Coated conductive plastics - high capital investment |
| 5.2.5. | Conductive filler - the economical approach |
| 5.2.6. | Conductive filler: Polymer material influences shielding effectiveness |
| 5.2.7. | Conclusions: Materials for board level shielding |
| 5.3. | Materials for sputtering |
| 5.3.1. | Materials for conformal sputtering |
| 5.3.2. | Shielding effectiveness of common sputtering materials |
| 5.3.3. | Multilayer EMI shielding stacks utilize interference to increase shielding effectiveness. |
| 5.4. | Metallic conductive Inks |
| 5.4.1. | Introduction: Metallic conductive inks for EMI shielding |
| 5.4.2. | Conductive ink requirements for EMI shielding |
| 5.4.3. | Requirements of conductive inks for conformal and compartmental EMI shielding |
| 5.4.4. | Specifications of conductive inks marketed at EMI shielding |
| 5.4.5. | Silver flakes dominate conductive ink market |
| 5.4.6. | Silver price volatility could affect ink composition |
| 5.4.7. | Thinner flakes improve shield conductivity and durability |
| 5.4.8. | Heraeus' inkjet printed particle-free Ag inks |
| 5.4.9. | Nanotech Energy has stopped its production EMI shielding materials - why? |
| 5.4.10. | SWOT analysis: Flake-based inks for EMI shielding |
| 5.4.11. | Overview of selected flake ink manufacturers for EMI shielding |
| 5.4.12. | Conductive nanoparticles can enable higher conductivity than flakes |
| 5.4.13. | Price competitiveness of silver nanoparticles |
| 5.4.14. | Using hybrid inks improves shielding performance |
| 5.4.15. | Ink for EMI shielding supplier: Duksan |
| 5.4.16. | Ink-based EMI shielding suppliers: Ntrium |
| 5.4.17. | Ink-based EMI shielding suppliers: Clariant |
| 5.4.18. | Ink-based EMI shielding suppliers: Fujikura Kasei |
| 5.4.19. | SWOT analysis: Nanoparticle inks for EMI shielding |
| 5.4.20. | Overview of selected nanoparticle ink manufacturers for EMI shielding |
| 5.4.21. | EMI shielding with particle-free inks |
| 5.4.22. | Conductivity of particle-free silver inks close to bulk metals |
| 5.4.23. | Particle size and morphology influence EMI shielding |
| 5.4.24. | SWOT analysis: Particle-free inks for EMI shielding |
| 5.4.25. | Overview of particle-free ink manufacturers for EMI shielding |
| 5.4.26. | Particle-free / molecular inks adopted for EMI shielding |
| 5.4.27. | Comparing metallic inks for EMI shielding |
| 5.4.28. | Metallic inks: SWOT analysis |
| 5.4.29. | Conclusions: Metallic inks for EMI shielding |
| 5.5. | Nanocarbon-based materials |
| 5.5.1. | CNTs for EMI shielding |
| 5.5.2. | Silicone with CNT additives as a shielding material |
| 5.5.3. | High frequency EMI shielding with CNTs |
| 5.5.4. | Early CNT yarn applications |
| 5.5.5. | Shielding effectiveness of nanocarbon composites |
| 5.5.6. | Loading density and percolation thresholds for graphene composites for EMI |
| 5.5.7. | Technology adoption for electrostatic discharge of composites |
| 5.5.8. | Conclusions: Nanocarbon-based materials for EMI shielding |
| 5.6. | Metamaterials |
| 5.6.1. | Introduction: Metamaterials for EMI shielding |
| 5.6.2. | Value proposition of metamaterials for EMI shielding |
| 5.6.3. | Metamaterials - how do they work? |
| 5.6.4. | Commercial opportunities against value proposition of metamaterials in EMI shielding |
| 5.6.5. | Meta Materials Inc develop rolling mask lithography |
| 5.6.6. | Rolling mask lithography: Advantages and disadvantages |
| 5.6.7. | Transparent EMI shielding with metamaterials |
| 5.6.8. | Transparent EMI shielding in microwave ovens |
| 5.6.9. | Niche availability may deter consumers |
| 5.6.10. | Metamaterials: SWOT analysis |
| 5.6.11. | Conclusions: Metamaterials for EMI shielding |
| 5.7. | MXenes |
| 5.7.1. | MXenes - a novel material promising for conformal EMI shielding |
| 5.7.2. | Introduction: MXenes for EMI shielding |
| 5.7.3. | Value propositions of MXenes for EMI shielding |
| 5.7.4. | MXene composition effects shielding effectiveness |
| 5.7.5. | MXene processing conditions influence shielding effectiveness |
| 5.7.6. | Scalable batch production of MXenes |
| 5.7.7. | Early stage development of MXenes |
| 5.7.8. | MXenes: SWOT analysis |
| 5.7.9. | Conclusions: MXenes for EMI shielding |
| 5.8. | Thermal interface materials with EMI shielding properties |
| 5.8.1. | Introduction: EMI shielding via thermal interface materials (TIMs) |
| 5.8.2. | Considerations for using TIMs for EMI shielding |
| 5.8.3. | TIMs for EMI shielding for ADAS radars |
| 5.8.4. | Density and thermal conductivity of TIMs for radar |
| 5.8.5. | Conclusions: Combined EMI/TIMs |
| 6. | APPLICATION SECTORS FOR EMI SHIELDING |
| 6.1. | Overview |
| 6.1.1. | Application sectors for conformal EMI shielding |
| 6.2. | Application specific trends and considerations |
| 6.2.1. | System-in-package architecture with integrated EMI shielding for 5G |
| 6.2.2. | System-in-package enabling technologies for mobile |
| 6.2.3. | Achieving AR/VR/MR device compactness requires conformal package level EMI shielding |
| 6.2.4. | EMI shielding for MEMS sensor packages |
| 6.2.5. | EMI shielding for leadframe packages in automotive electronics (I) |
| 6.2.6. | EMI shielding for leadframe packages in automotive electronics (II) |
| 6.3. | EMI shielding deployment examples |
| 6.3.1. | Laptop deployment example: MacBook Air M2 |
| 6.3.2. | Laptop deployment example: Microsoft Surface 3 |
| 6.3.3. | Smartwatch deployment example: Apple Watch Series 1 and Series 8 Ultra |
| 6.3.4. | Smartwatch deployment example: Samsung Galaxy Watch 4 |
| 6.3.5. | Smartwatch deployment example: Apple iPhone X |
| 6.3.6. | Smartphone deployment example: Conformal shielding in Apple iPhone 12 |
| 6.3.7. | Smartphone deployment example: Samsung Galaxy S23 |
| 6.3.8. | Tablet deployment example: Apple iPad Air 8 |
| 6.3.9. | 5G infrastructure deployment example: Intel and Ericsson 28 GHz All-silicon 64 Dual Polarized Antenna |