Thin Film Electronics ASA (“ Thinfilm ”) Plastic and Printed Electronics: Roadmap to Integrated Systems
The $100bn Market Gap Penetration of electronic intelligence in physical objects The market gap Bringing intelligence to everything 5-10 trillion [# disposable items A Smarter Everyday sold in 2012] Value potential of adding intelligence: 80 billion Why $100bn hasn’t this gap been addressed? [# apparel items sold in 2012] [~1% of retail value] • Cost of silicon and integration 15 billion • Lack of scalability for conventional [# microcontrollers sold in 2012] electronics Value of embedded electronic intelligence 1 : 2.3 billion [# computing /mobile $315bn A new paradigm needed to create the devices sold in 2012] Internet of Everything [~21% of retail value] 60 million [# cars sold in 2012] Existing market 1 Global semiconductor market (2012) - Source: IDC; Gartner; World Bank; IMF; The Semiconductor Industry Association ; OICA; IC Insight; MarketLine; Apparel Market; Planet Forward
Case: Healthcare to the Home The goal of technology-enabled homecare is to prevent or reduce the need for costly institutional care.
Case: Mobile Logistics Securing the supply chain Authentication Label Using printed electronics to power the next generation of low-cost temperature-sensing labels Sensor Label
Case: Cold Chain Transportation Are extreme temperatures compromising your products? Sensor Label • picks up data and transmits it • different types of sensors; temperature variations, humidity, chemical traces NFC / RF Temperature Sensor Label
Application Example: Time-Temperature Sensor Label Printed Electronics Positioning Sensor & Display Labels Low Printed Cost per function Electronics Sweet-spot Temperature Monitoring for Perishable Goods $1.4 Billion in 2010 9% CAGR High Color Simple changing Tracker 500,000,000 color changing labels labels sold per year Data Loggers & Alarm Tags Low System performance High
Case: Refill Authentication and Brand Protection Brand theft and the growing grey market dilemma Authentication labels Low-cost, high-security solution that protects the bottom line Volume shipments to customers
Printing electronics breaks the cost & scalability barriers Memory Labels Sensor and Display Labels Near Field Smart Labels Silicon Silicon Sensor Silicon sensor Printed Printed Sensor Printed Sensor systems w/ EEProm System System Memory Label w/ near- vs vs wireless vs field read 6.5₵ 30₵ - 50₵ 2₵ - 5₵ communication $11+ 50₵ - $1.00 $25+ Current Product: Q3 2013 Current Development (2014) Next Step (2015) Extend Scale-up Integrate
Printing electronics breaks the cost & scalability barriers Memory Labels Sensor and Display Labels Near Field Smart Labels Silicon Silicon Sensor Silicon sensor Printed Printed Sensor Printed Sensor “the companies changing systems w/ EEProm System System Memory Label w/ near- vs vs wireless vs field read the mobile landscape in the 6.5₵ 30₵ - 50₵ 2₵ - 5₵ communication $11+ most profound ways ” 50₵ - $1.00 $25+ Mobile 15 2012 Current Product: Q3 2013 Current Development (2014) Next Step (2015) Extend Scale-up Integrate Near-field communication catalyzes the Internet of Everything
Recent Highlights Sept 6 October 14 October December 23 Jan 8 Invesco Perpetual Thinfilm receives first Cisco launches Bemis and Thinfilm Brady Corporation and agrees to invest commercial order for brand Internet of extend agreement, Thinfilm announce strategic $47 Million USD in protection solution, Everything bring brand protection alliance for healthcare and private placement expected in stores Mar-14 campaign to flexible packaging visitor management Sept 16 October 16 December 20 December 30 Jan 21 Thinfilm delivers first Thinfilm Peter Fischer, former Thinfilm delivers first fully PARC, a Xerox Company, commercial orders to acquires CTO Plastic Logic, to stand-alone printed increases shareholding in Luxury Goods factory industry- join Thinfilm as organic sensor label Thinfilm, bringing PARC to leading NFC Chief Product Officer 4.0 million shares November technology Stanford University hosts Trillion Sensor symposium
Combining organic logic and printed doped polysilicon NFC Sensor Labels to be demonstrated in 2014 Thinfilm Smart Label Printed NFC Printed Electronics Internet of Everything Proven production with commercial yields = limited technology development to implement Standards-compliant wireless at least 2 years early Only printed NFC supported by Google Android, other OEMs and major NFC controllers NFC Innovation Center in heart of Silicon Valley ■ Center of market activity in Internet of Things ■ US-based site able to participate in government research, commercial partnerships
Addressable Market of $20-25bn Application Market size ($ bn) Monitoring of 1-2 perishable goods Attractive Trillions Interactive 2-5 Devices opportunities packaging ~2bn for partners Personal 1-1.5 health care to create value in Software systems and Dynamic <1mm 5-10 price display solutions Thinfilm Tags Cloud Anti-theft/ 2 brand protection Logistics 2-5 ~40k NFC & "Internet 10+ of Everything"
Commercial deals validate vision; Megatrends accelerate it Agreements with Fortune 1000 companies Megatrends in action Global leader in flexible packaging “ Internet of Everything’ is an exponential proxy • Work on intelligent packaging • for sensing, understanding and managing our world. ( ~200bn packages/year ) • Dave Evans, Chief Futurist, Cisco Systems • Top 2 global Toys & Games • Monopoly, Trivial Pursuit & Connected objects by 2020: Scrabble Cisco – 50 Billion; IBM – 1 Trillion Leader in identification solutions • More than $1billion annual revenue • 1 in 3 Mobile Phones with NFC by 2017; 300% growth in 2012 • Luxury good manufacturer to trace Apparel & gray market activity Accessories Printed Electronics $40-$50Billion market by 2020 Global fast-moving consumer • Consumer goods company testing for brand Goods protection. Sales > $50bn “Our agreement with Thinfilm could make printed electronics a component of every package we manufacture .” Henry Theisen, CEO, Bemis
Europe Uniquely Positioned to Deliver Commercial Value Proven high-volume production “Thinfilm’s high volume production is validation for the commercialization of printed electronic devices.” Michael Palma, IDC Only company with both printed Memory and Logic Extensible platform for printed integrated systems; includes only printed NFC interface supported by major mobile suppliers Strong Ecosystem to Deliver Complete Product
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