Soldering and Profiling Discussion Panel at Apex 2009

Panelists at APEX discuss misconceptions about the reflow process and how to Minimize Delta Ts, etc.

Mike Buetow of Circuits Assembly magazine moderates a discussion panel on soldering and thermal profiling at APEX 2009. Panelists include Keith Howell of Nihon Superior, Fred Dimock of BTU and Michael Limberg from KIC.

Much of the 30 min discussion hits upon how customers often confuse an oven’s recipe with a PCB’s profile/recipe.  Factors such as density, delta Ts, belt speed, different components and extraction are used as examples as to why the oven’s set points don’t always match the temperatures on the PCB. All panelists agree that a fair amount of customers do not understand these important concepts.

Fred Dimock of BTU cites an interesting study he conducted to highlight the difference mass has on the peak temperatures a board experiences without changing the oven set points. The example he gives is a 100gram board that achieves a 231 C peak when compared with a 230gram board only reaching a 225C peak with everything else being equal. Panelists agree that customers often expect to see the same profile at a given oven set up, when obviously factors such as mass play such a critical role!

All panelists talked at length about how to minimize delta Ts as an important factor in producing quality PCBs.  The PCB design and layout of components was discussed by Keith and Mike.

Fred cited a study that higher convection rates also yield a lower delta T, taking into account the need to maintain a stable environment early on in the reflow process before components have had a chance to take hold. Starting at low convection allowing the flux to become tacky (thus keeping components in position) and eventually raising convection in the peak zone can minimize large deltas.

Fred also shared a profiling trick with Ramp Soak Spike profiles he likes to use when trying to minimize the delta Ts at peak.   In RSS profiles, one would run as close to the edge of the top of the spec of soak and get as high as you can in temp early before you hit the spike, but you need a quality profiler and good ThermoCouple attachment to pull this off, Fred added.

The session also covered briefly upon topics such as:

  • Vapor Phase profiling: Keith & Mike
  • Nihon’s SN100C paste: Keith
  • How to Profile Expensive Components: Mike
  • Importance of Cool Down and considerations, such as the roll of large BGAs: Fred and Keith

To watch a video of the session, click here:  http://blip.tv/file/1969267/

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Oven vs. Process Monitoring, what’s the Difference?

Thermal monitoring systems can often help you troubleshoot your oven by getting to the root causes of many process-related problems. Information on oven and process changes can be investigated. There is a very important distinction to be made between oven monitoring and process monitoring.  Changes or no noticeable changes to your “oven” may or may not impact your process.  At best, you can only infer if changes to the “oven” are impacting your process.  Changes that occur to your “process” can be tied directly to the inputs that are causing the change.

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We see changes to the oven, which is only half of  the picture. A sudden spike in oven temperatures strongly suggests problems, but what happens if it is only momentary? Can you say then that your product is out of spec?  If so, for how long, how many PCBs do you need to chase down the line for rework?

This is where Process Monitoring comes into play. If I look at each and every PCB profile, then I know whether or not a given product is within spec.  Typically, engineers will run their process from SPC Charts tied to Cpk.  Only when the system alarms on Cpk or there is an out-of-spec profile will they look at the data presented above to try to troubleshoot the root cause of the problem.

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Maximize Throughput | Profiling Software

Many of you will have an issue with “bottlenecks” in your process. This can happen at any point in the SMT Reflow process. Depending on the product that you are manufacturing, it is also likely that the “bottleneck” will jump from equipment set to equipment set.  For our purposes, let’s look at the reflow process when it is identified as your bottleneck.

I have seen several methods that address a reflow bottleneck. The obvious solution is to increase the conveyor speed of the reflow oven. This is a task that requires a bit of skill.  Your profiler becomes the single most effective tool to improve the Throughput Time (TPT) of the reflow process.

Let’s look at the fundamental changes of your profile with an increase in conveyor speed.  First, the PCB will spend less time in each zone. Also, your process will move toward the shorter end of your spec as defined in seconds.  For example, if soak time is defined as 30 to 90 seconds,  your actual process will be perhaps in the 30-50 second range as opposed to a comfortable 50-70 second range that was established at slower conveyor speeds.

The longer the oven, the more wiggle room you have for increasing conveyor speed without having to make significant changes to your profile.  Having a longer oven suggests that the PCB stays in the reflow process for a longer period of time, but keep in mind that it really comes down to how many products per minute exit the oven. Whether the oven is 10 feet or 30 feet in length, a higher conveyor speed will increase the number of products that exit the oven per minute.

Work In Process (WIP) is determined from the time the lot enters the SMT process to the time it is ready for shipment as a finished product. This duration is stated normally in hours and can add up to a few days to weeks, depending on the product. Having a longer oven does not mean increased TPT nor does it violate your WIP objectives.

It is tricky working with shorter ovens with fewer zones since they do require higher temperatures per zone to reach the desired specifications, as compared to longer ovens. I have found that using solder paste that uses a Ramp to Spike (RTS) profile works better in ovens with fewer zones. The RTS pays less attention to the soak and more to the overall length of the profile (the soak, of course, is often not listed in the solder spec for an RTS profile). Also, shorter ovens impact the slope in the RTS profile. For example, if you have a 5 zone oven, the first zones will need to be set at a fairly high set point in order to process the rest of the profile. At this point, the slope becomes very steep as the PCB moves from ambient to 160°C.  160°C could be the set point of the first zone! Also, in a distance of just a few feet, the product will need to rise in temperature to greater than 217°C in PB Free and above 183°C in eutectic solder. Many specifications will call for a peak of 200 to 240°C, which puts further demands on your shorter oven. In this instance, it is desirable to calculate the slope over the entire profile, setting it from 130°C to 180°C over a shorter period of time. Again, you need to look at how long (in seconds) the PCB stays in each area of the profile when designing your spec.

Now that we have looked at oven length when considering an increased throughput, how do we develop a profile that will remain within specification at higher conveyor speeds?  Some profiling software will allow you to make a desired change to conveyor speed and then return a predicted profile. This typically can be completed in seconds, before even running your first profile.

A clever feature of some profiling software is that you can set a range of allowable conveyor speeds while maintaining acceptable limits to your process window.  For example, when factoring the variability (drift) in your oven, you can comfortably run your process using only up to 70% of your available process window. In practice, anything over 70% is risky due to drift that can push your process out of spec. To eliminate this concern, run a “what if” scenario, where you define your minimum and maximum range for conveyor speed and maximum allowable PWI (in this case, set to 70%).

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The profiling software will literally search billions of possible combinations, giving you the maximum possible conveyor speed without violating your 70% PWI threshold.  Of course, you may find the conveyor speed to be too slow still.  What can you do? Bump up your allowable process window or buy a new oven. In either case, you are in control of your predictive modeling (this sure beats hundreds of hours of trial and error and possible board destruction). This process is similar to the prior section on Getting your Product Deeper in Spec and it will take as long as it takes to heat up or cool down your oven and re-profile if verification of your new predicted profile is required.  In practice, I find that it takes less than one hour.

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Reading your Profile via Profile software

Let’s take a close look at the profiling graph and the specifications used to create the graph.

The Solder Paste Library of your profiling software provides several choices:

Maximum Slope Between Temperatures

Maximum Rising Slope (Ramp Rate)

Maximum Falling Slope (Cooling Rate)

Preheat

Soak

Time Above Liquidus (TAL)

Reflow

Peak

Maximum Exit Temperature

For some inputs, such as slope, preheat, soak and TAL you can define multiples of the same input.  For example, you might want to define more than one slope for your process.

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Inputs and Segments of the Profile

These terms: specs, variables, segments, zones and inputs are thrown around and often used interchangeably. Unfortunately, some of these terms are used to describe completely different aspects of the reflow process, which leads to lots of confusion.  For this guide, we use two terms to describe slightly different meanings.  When I discuss setting up your profile, I use the term “input” to describe ramp, soak, slope, when I etc.  I use the term “segments” to describe these same terms in relation to the profile graph.

Inputs each have their own specifications. This section explains how they are measured and the defects associated with each of these segments of the profile. Interchangeable terms are also used across the industry to describe these inputs/segments. Here, I list them all. For instance, maximum rising slope and ramp are used interchangeably with the same meaning.

Maximum Slope Between Temperatures

Three important parameters make up this specification:

1.  First, at what point in the profile do you want to know the slope? Rather than looking at the whole profile, this specification will look at a specific temperature range, for example, what is the slope between 150°C and 200°C?

2.  Next what is the ideal slope range? From 0 to 4°C/sec?

3.  And third, how many seconds would you like to calculate the slope over? A default value is typically set to 20 seconds, more on this in a moment.

Slope is important for both component and solder paste tolerances.

Maximum Rising Slope (Ramp Rate)

The Maximum Rising Slope, or Ramp Rate, looks at the whole profile, specifically the steepest slope over the entire profile and does not just look at a specific region. At this stage of the reflow process, the temperature rise from ambient to the first heating zone is of most interest since the greatest potential for component damage and solder ball spatter from a high ramp rate exists. The parameters are measured in degrees per second as temperatures increase.

To calculate slope, you will need to input a specified “duration” of time. The typical default value is 20 seconds. The more data points you have, the more accurate the calculation since this increases your sample set, and in the end, the validity of your data.  However, not all processes will have a default value of 20 seconds. If the area in which you intend to calculate the slope over is small, your sample size will have to be measured in fewer seconds, perhaps adjusting the default value down to 10 seconds.

Maximum Falling Slope (Cooling Rate)

Properly cooling your product may be necessary for your process.  Some specs call for rapid cooling.  Depending on your profiling software, the maximum falling slope or cooling rate can be used to define the limit of the cooling rate or specify a certain decrease in degrees per second over a given time.

Soak

Preheat and Soak are typically listed as two separate inputs in most profiling software even though they call for, more or less, the same parameters. For some engineers the terms are distinguished by process type. Preheat being used for wave soldering and soak being used for reflow.  More commonly the initial ramp from ambient is called preheat and the relatively flat section from that initial ramp to the reflow spike is called soak.

Some solder paste manufacturers will request that the profile use preheat and some will call for a soak period. These are similar inputs, if not one and the same.  In some profiling software both terms are listed separately.   Based on a review of many solder paste specifications, the soak specification is normally for a longer duration and the preheat is a shorter duration with a higher ramp rate. Again, this is defined by the solder paste manufacturer, who determines the desired specification for the intended performance of their solder paste. Component manufacturers can also call for specifications of preheat or soak with respect to their components.

Time Above Liquidus (TAL)  (Reflow)

TAL and Reflow Process are both defined in terms of temperature over a period of time in seconds.  Generally, the temperatures are ~183°C  for eutectic solder and ~ 217°C for lead-free.

Of all the inputs, this is perhaps the most important since it can be the most troublesome, especially in the world of lead-free.  Look very closely at the different package types and density of a given area of the PCB since these factor into the required time to bring a given bond pad to the desired temperature specification.  Of course, we are talking about overall density, but not everything on your PCB is going to react the same to higher temperatures. While an exposure to the higher temperatures of TAL can be destructive over time, the duration necessary to achieve effective phase changes of the solder paste is, generally, not destructive.  The key is to get in and out as quickly as possible to get the job done, while limiting the exposure to these higher temperatures.  However, if the process is repeated several times, changes do occur in the PCB and destruction will begin.  Many PCB’s will undergo both top-side and bottom-side reflow. Occasionally, a third reflow will be required to attach specific components and, of course, selective, wave soldering and rework may factor into the equation for the same PCB.  This repeated combined exposure during the TAL segment can be destructive.

Peak

Why do we want to exceed the melting point of an alloy by a range of temperatures and duration of time?  Ask your QA department since cold solder joints are one of the most common defects associated with inadequate peak temperature.   The additional increase in temperature over liquidus guarantees that high density areas will have the opportunity to flow properly, ensuring a complete process. The solder paste manufacturer lists a peak spec but the component manufacturer’s specifications can be more important. The component manufacturer’s peak spec will be a “Do Not Exceed” value, in contrast to the solder paste manufacturer’s spec that calls for a peak range.  Your job in developing the spec is to find a peak value that does not violate your component manufacturer’s tolerance still completing reflow to the satisfaction of your QA department.

Maximum Exit Temperature

This parameter has little to do with the solder paste manufacturer’s specification and more to do with a requirement of your specific process.

Two values are listed: temperature and distance. Temperature is the desired exit temperature and distance is determined by the location of the product in the oven or at the exit. The product board sensor will aid in determining how this value is calculated.

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What is Reflow?

blackboxTo define the reflow process, you need to know what is going on with all variables that impact the process, many of which surprisingly are not considered on many modern SMT lines.  Lucky for you, that’s why I wrote this guide!  Before diving in, let’s first take a look at what is actually going on with the reflow process.

Each PCB will have an applied thickness of solder paste at each pad, which is intended to react and bond with the alloy on the component. Each component lead will be prepped or tinned with a complementary material to facilitate bonding of the solder alloy in the paste to the pad under certain conditions.

Solder paste is, generally, spheres of metal, flux and solvents that aid in the phase change of the paste from semi-solid, to liquid to vapor, and the metal from solid to liquid. Understanding that solvents react at a lower temperature than that of the metal, you may begin to see the intended chain of reactions during reflow.  You may also be amazed by the complex chemistry that takes place when PCBs and components come into contact with solder paste in an environment of low oxygen and high temperatures.  The bonding chain of reactions and interactions is nothing short of miracle that it works at all. This is really cool stuff and the subject for entire books, but this profiling guide is NOT an academic discussion, so let’s keep it on point: how to profile.

Your product, of course, is processed through a reflow oven, which has come a long way to becoming much more stable, controllable, repeatable and uniform in heat distribution. Despite all the advances and improvements, one fact has not changed: a reflow oven’s singular purpose is to solder components, or if you will, to create a profile that is in spec. Your job is to define, measure and improve upon this profile for your product.  The reflow oven is just a means to an end.

“A Reflow Oven’s Singular Purpose is to solder components, or if you will, to create a profile that is in spec.”

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Low-Long –Spike

lsp-profile

Not a common profile, the LSP is intended to eliminate or reduce the occurrences of voiding. The slope is similar to the RSS profile but with the soak segment at a lower temperature and for a longer duration. It may be successfully used in an R&D environment.

I have used this profile when there is limited data on a product or on a first pass of a new product for which the process is not well understood. It is a good profile to use when characterizing a new process. The LSP profile will provide an indication of interaction amongst oven, PCB and components with the solder paste.

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Ramp to Spike

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RAMP

The Ramp to Spike Profile is, more or less, a linear graph, starting at the entrance of the process and ending at the peak segment, with a greater Δ t in the cooling segment. In general terms, the RTS profile is a long, slow ramp to the peak temperature, with a rapid cool down in comparison to the initial ramp.  Setting your oven’s set points and conveyor speed can be much easier when the characteristics of the oven and profile are well understood.

Similar to the RSS profile, the beginning of the profile is the slope of the ramp from ambient temperature through the first heating zone.  The slope is not as steep as for the RSS profile. While the RSS allows for ~4°C/sec, the requirements of the RTS is ~1-2°C/sec. Again, this is dependent on the solder paste specification and you need to double check your component’s spec.

The RTS soak period is part of the ramp and is not as easily distinguishable as in the case of the RSS. The soak is controlled primarily by the conveyor speed settings.

PEAK

The peak of the RTS profile is the endpoint of the linear ramp to the peak segment of the profile. The same considerations that lead to defects in an RSS profile apply to an RTS profile.

COOLING

When the PCB enters the cooling segment, the negative slope is generally steeper than the rising slope.

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Ramp Soak Spike

rss-profile

RAMP

Ramp is defined as a change in temperature over time, expressed in degrees per second.  A common value is 4°C/sec, though many component and solder paste manufacturers insist on 2°C/sec.  Who ever said reflow was easy?

Change in temperature (Δ t) with Respect to your Components

Many components have a specification where the rise in temperature should not exceed a specified temperature per second, such as in the 2°C per second example already given. The solder paste manufacturer will require comparable upper limits.  Tinned components (containing solder) and solder, in this case, behave in a similar ways.  Rapid evaporation of the flux contained in the solder paste can lead to defects, such as, but not limited too, lead lift, tombstoning and solder balls.

Possible Moisture in your Components

Rapid heat introduction to a component can lead to steam generation within the component if the moisture content is too high.  Microcracks will likely appear under these conditions.

SOAK

In the soak segment of the profile, the solder paste will approach a phase change.  The amount of energy introduced to both the component and the PCB will approach equilibrium.  In this stage, most of the flux should be evaporated out of your solder paste, but this can also depend on the type of paste.

The duration of the soak varies by solder paste manufacturer’s specs.  The mass of your PCB also factors into the required duration of the soak. Again, a balance of heat transfer and flux evaporation must be achieved. Too rapid of heat transfer can cause solder splattering and the production of solder balls, bridging and other defects. If the heat transfer is too slow, the flux concentration will remain too high and adversely impact the wetability of the bond pads, resulting in cold solder joints, voids and incomplete reflow.

PEAK

After the soak segment, the profile enters the ramp to peak segment of the profile, which is a given temperature range and duration of time that exceeds the melting temperature of the alloy, as determined by the solder paste spec.  A successful profile will typically range in temperature up to 30°C higher than liquidus, which is ~183°C for eutectic and ~ 217°C for lead-free. It is VERY important throughout the peak segment to consider the temperature tolerance of your components.

COOLING

The final area of the RSS Profile is the cooling section. A typical specification for the cool down is not to exceed -6°C/sec (falling slope).  Check the spec of your paste, but don’t forget to also check the specs of your components.  Certain packages may be sensitive to rapid cooling.

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