Imagine Memory Everywhere™ Thin Film Electronics ASA: Bringing Rewriteable Memory to Printed Electronics Launching consumer products Making integrated systems possible Davor Sutija, CEO Annual General Meeting 10 May, 2011
Agenda Imagine Memory Everywhere™ Printed Electronics and Thinfilm’s position Market opportunities (products & applications) Strategic roadmap
The Leader in Printed Electronics Imagine Memory Everywhere™ ► Unique memory technology • Patented passive matrix architecture 1 • Re-writable and archival retention • Very low power Uniqueness ► Memory will play critical role in future PE applications ► Collaboration and licensing agreement with PARC • Enables integrated systems 2 ► High volume roll-to-roll printing • Low-cost manufacturing Enablers ► Strong partnerships ► Strong traction in Toys & Games • Development projects with leading toy manufacturers 3 ► Interest also from other industries • E.g., logistics, personal health care, Momentum educational institutions
1. Uniqueness Memory and Logic Will Play a Critical Role in Future Printed Electronics Applications Imagine Memory Everywhere™ Smart tagging of Large area displays, Memory and “everything” disposable price displays and lighting logic enable integrated systems (e.g., store max/min temperature, turn power on/off etc.) Disposable sensors/tags
2. Enablers Thinfilm Addressable Memory TM Imagine Memory Everywhere™ ► Enabling integrated systems Sensors Integration with other printed elements Thinfilm Addressable Compact higher-density printed memories Memory TM Commercialization engagement with PARC High volume roll-to-roll printing ► Product ► Award winning development roll-to-roll printing collaboration process ► Licensing ► Millions of agreement memory units per roll
2. Enablers High Volume Low-cost Printing at InkTec Imagine Memory Everywhere™ Video: roll-to-roll printing at InkTec
3. Momentum Launch of Consumer Products is Accelerating the Momentum around Thinfilm Technology Imagine Memory Everywhere™ Launch of OBA game Toys & Games products Interest from other industries ► “Proof of concept” and ► Cost-sensitive consumer ► Strong traction applications are the right in Toys & Games: product launches have proving ground Prototyping design triggering interest from • services to leading toy other industries, e.g., ► The launch of Thinfilm manufacturers • Logistics Memory Controller and Engineering orders • • Personal health care OBA game have triggered • Educational institutions new engagement from leading toy manufacturers
2. Momentum Thinfilm OBA demo game Imagine Memory Everywhere™ Video: OBA demo game
Agenda Imagine Memory Everywhere™ Printed Electronics and Thinfilm‟s position Market opportunities (products & applications) Strategic roadmap
Strong Industry Momentum with Massive Market Opportunities for Thinfilm Imagine Memory Everywhere™ Strong industry momentum in Printed Electronics Massive market opportunities for Thinfilm Market size Dynamic “By 2020 the market ► Printed Electronics – Thinfilm’s value price Exponential Growth will be worth $55.1 proposition displays • Logic (i.e. memory and Billion.” NFC Unique transistors) will be one Personal IDTechEx, March 2010 health care of the largest segments (Printed, Organic & Flexible Electronics Forecasts, Players & Monitoring Opportunities 2010-2020) of perishable goods “The biggest Interactive High Logistics opportunity for RFID packaging (RFID) ► RFID will boom earlier is the item level than expected Anti-counterfeit/ tagging of all things. • The “Wal - Mart boost” Secure archiving Anti-theft/self- • The “iPhone boost” This ultimately calls checkouts Toys & Games Ticketing for a very low cost Medium Info-kiosks/education tag.” IDTechEx, August Promotional cards 2010 (Printed and Chipless RFID Vending machines Forecasts, Technologies & Players 2011-2021) Largest EPC RFID Reader, 2011 2013 2014 Timing 2012 RFID project ever filed by Apple Source: IDTechEx; Thinfilm
Sustainable Cost Advantage: Thinfilm & Silicon Imagine Memory Everywhere™ Silicon Thinfilm will always be cheaper on a per-tag level ► Printed electronics cost remains cheaper «The silicon Wall»: integration costs and fab costs compared to silicon Printed Electronics integration & fab costs The Thinfilm advantage time
Thinfilm‟s Low-cost Memory Will Enable New Mass Market Applications Imagine Memory Everywhere™ EXAMPLE RFID TAGS RETAIL Cost of conventional- vs. printed RFID tags Why cost matters $ cent/tag ► Capital intensive Retail volume potential Thinfilm market potential ► Close to cost # RFID tags/year, billions Con- 2009 2009 10.9 optimum: reducing 300 ventional die size increases silicon tags 2010 11.0 Grocery items handling & material 250 Similar volume (96 bit EPC (low ticket) costs potential in other 2014 2014 6-10 standard 1 ) 200 industries, e.g., 150 automotive Grocery items ► Always cheaper on (mid ticket) 100 a per-tag level Today‟s Apparel items 2014 2-6 ► Competes on Pallets/boxes 50 Thinfilm’s RFID system cost - not target cost volume on cost per MB 0 -2x (~5 bn) 0 5 10 15 20 25 30 35 40+ Cost Today‟s $ cent per RFID tag Bar code with alarm (~$0.03) RFID cost 1 Passive EEPROM RFID tags, ISO 18000- 6c (read only), „09/‟10 price quotes based on order quantity of 1 million tags Source: ODIN Technologies; RFID Journal; EM Microelectronic; Sensormatic
Agenda Imagine Memory Everywhere™ Printed Electronics and Thinfilm‟s position Market opportunities (products & applications) Strategic roadmap
Base roadmap – Products & Applications Prototyping/development Test manufacturing Commercial stage 2011 2012 2013 2014 Imagine Memory Everywhere™ 20 bit single line 20-128 bit Thinfilm passive array Memory • From < 128 bit address- Design products Prototyping stand-alone able memory phase memories Contactless to inte- memory grated systems System Display Initial priority: Electrochromic display systems • From Products contact to (contact- Sensor Initial priority: Temperature, contact- based) humidity and pressure systems less Proximity System Including systems products sensor and (contact- NFC & display less) RFID systems • Toys & • Promo- • Logistics (RFID) • Item interaction/ games tional • Dynamic price user ID (e.g., • Monetize cards display marketing, price Applications online • Secure • Interactive comparison, gaming archiving packaging payment etc.) • Info-kiosks • Ticketing
Expanded roadmap: Thinfilm Acquiring Competence in Integrating Memories with Printed Systems Imagine Memory Everywhere™ Component products Addressable Alternative Transistor Printed Power, Memory Technologies Antenna & Display Integrated systems Sensor Monitor Systems Display systems: Disposable & hybrid NFC RFID system
Summary: The Advantage of Printed Thinfilm Memories Imagine Memory Everywhere™ ► Inexpensive • Robust re-writable low-cost memory tags • Low cost R/W units ► Disposable • Environmentally benign, non-toxic • Eco-friendly manufacturing ► High-volume production • Commercial production available • Manufacturing in EU, and Asia ► Very low power • Can be combined with sensors, batteries, and energy scavengers ► Metal surface-compatible
Imagine Memory Everywhere™ Q&A
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