PLP 휘어짐 현상의 해명 : 저온 PSPI, 밸런스 필름 및 공급업체 분석

For the current year of 2026, TSMC plans to establish a trial production line CoPoS through its subsidiary, VisEra, with trial production scheduled for 2027. Consequently, this year will be a critical window for product validation and deliveries for related equipment and material providers. To address the warpage issues inherent in large-area panel-level packaging (PLP), specialty chemical suppliers such as AMC, WaferChem, and Everlight Chemical showcased corresponding solutions at Touch Taiwan 2026, drawing significant market attention.

Accordingly, this report provides an in-depth analysis of: (1) the background of the material technology PLP and its market outlook; (2) the causes of warpage and potential solutions; and (3) warpage-suppressing materials and key suppliers. The objective is to clarify the demand drivers for PLP, the mechanisms behind panel warpage, viable countermeasures, and the emerging business opportunities for Taiwan-based companies.

Key Highlights

• TSMC, via subsidiary VisEra, plans a CoPoS trial line, making this year pivotal for product validation and deliveries for related equipment and material suppliers.
• To tackle warpage in large-area panel-level packaging, specialty chemical providers such as AMC, WaferChem, and Everlight Chemical presented solutions at Touch Taiwan, attracting strong market interest.
• The report analyzes the background and outlook of material-focused PLP, explains panel warpage causes and mitigation approaches, and profiles warpage-suppressing materials and key suppliers.
• The goal is to clarify PLP demand drivers, warpage mechanisms and countermeasures, and highlight emerging business opportunities for Taiwan-based companies.

Table of Contents

1. PLP: Background and Market Outlook

• Figure 1: TSMC’s and Intel’s Respective Package Size Roadmaps
• Figure 2: Number of Packages Across Different Wafer/Panel Sizes
• Table 1: Overview of PLP Suppliers

2. Causes of Warpage and Solutions

• Figure 3: Definition of Warpage
• Figure 4: Different Types of Warpage
• Figure 5: Steps of the Chip-First and Chip-Last Processes

3. Materials and Related Suppliers of Warpage Suppression

• Figure 6: Major Specifications of PSPI at Various Cure Temperatures for Fujifilm
• Table 2: Deployment in Low-Temperature-Cure PSPI among Vendors
• Figure 7: Structure of Balance Film
• Figure 8: Steps of Chip-Last Process for Balance Film
• Figure 9: TSMC’s Ratio and Target of Localized Purchases (2022-2030)

4. TRI’s View