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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™
Thin Film Electronics ASA:
Davor Sutija, CEO Annual General Meeting 10 May, 2011
Imagine Memory Everywhere™
Printed Electronics and Thinfilm’s position Market opportunities (products & applications) Strategic roadmap
Imagine Memory Everywhere™
Uniqueness
Enablers
► Unique memory technology
► Memory will play critical role in future PE applications ► Collaboration and licensing agreement with PARC
► High volume roll-to-roll printing
► Strong partnerships
Momentum
► Strong traction in Toys & Games
► Interest also from other industries
educational institutions
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Smart tagging of “everything” Disposable sensors/tags Large area displays, disposable price displays and lighting
(e.g., store max/min temperature, turn power on/off etc.)
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Thinfilm Addressable MemoryTM
Sensors
Commercialization engagement with PARC High volume roll-to-roll printing
►Product
development collaboration
►Licensing
agreement
►Award winning
roll-to-roll printing process
►Millions of
memory units per roll
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Video: roll-to-roll printing at InkTec
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Launch of OBA game
► Cost-sensitive consumer
applications are the right proving ground
► The launch of Thinfilm
Memory Controller and OBA game have triggered new engagement from leading toy manufacturers Toys & Games products Interest from other industries
► Strong traction
in Toys & Games:
services to leading toy manufacturers
► “Proof of concept” and
product launches have triggering interest from
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Video: OBA demo game
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Printed Electronics and Thinfilm‟s position Market opportunities (products & applications) Strategic roadmap
Imagine Memory Everywhere™
Strong industry momentum in Printed Electronics Massive market opportunities for Thinfilm
“By 2020 the market will be worth $55.1 Billion.”
IDTechEx, March 2010
(Printed, Organic & Flexible Electronics Forecasts, Players & Opportunities 2010-2020)
“The biggest
is the item level tagging of all things. This ultimately calls for a very low cost tag.” IDTechEx, August
2010 (Printed and Chipless RFID
Forecasts, Technologies & Players 2011-2021)
► Printed Electronics –
Exponential Growth
transistors) will be one
► RFID will boom earlier
than expected
Source: IDTechEx; Thinfilm Largest EPC RFID project ever RFID Reader, filed by Apple
Timing Thinfilm’s value proposition Medium High Unique
Promotional cards
2011 2013 2012
Toys & Games Anti-counterfeit/ Secure archiving Logistics (RFID) Monitoring
goods Vending machines Interactive packaging
2014
Anti-theft/self- checkouts Personal health care Market size Dynamic price displays NFC Ticketing Info-kiosks/education
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Thinfilm will always be cheaper on a per-tag level
►Printed
electronics remains cheaper compared to silicon integration & fab costs
cost time
«The silicon Wall»: integration costs and fab costs The Thinfilm advantage Silicon Printed Electronics
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EXAMPLE RFID TAGS RETAIL Cost of conventional- vs. printed RFID tags Why cost matters
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
Con- ventional silicon tags (96 bit EPC standard1) Thinfilm’s target cost $ cent/tag 6-10 11.0 10.9 2-6
► Capital intensive ► Close to cost
die size increases handling & material costs 2009 2010 2014 2009 2014 2014
► Always cheaper on
a per-tag level
► Competes on
system cost - not
50 100 150 200 250 300 Cost $ cent per RFID tag 5 40+ 35 30 Retail volume potential # RFID tags/year, billions 25 20 15 10 Pallets/boxes Apparel items Grocery items (mid ticket) Today‟s RFID cost Bar code with alarm (~$0.03) Grocery items (low ticket)
Thinfilm market potential
Today‟s RFID volume (~5 bn) Similar volume potential in other industries, e.g., automotive
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Printed Electronics and Thinfilm‟s position Market opportunities (products & applications) Strategic roadmap
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2011 2012 2013 2014 Thinfilm Memory products System Products (contact- based) System products (contact- less)
20 bit single line
Prototyping/development Test manufacturing Commercial stage
20-128 bit passive array
Initial priority: Temperature, humidity and pressure
Sensor systems Display systems
Initial priority: Electrochromic display
Proximity systems NFC & RFID systems Contactless memory
games
gaming
Applications
Including sensor and display < 128 bit address- able memory
Prototyping Design phase
user ID (e.g., marketing, price comparison, payment etc.)
tional cards
archiving
display
packaging
stand-alone memories to inte- grated systems
contact to contact- less
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Addressable Memory Alternative Transistor Technologies Printed Power, Antenna & Display
Integrated systems
Sensor Monitor Systems Display systems: Disposable & hybrid NFC RFID system Expanded roadmap:
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► Inexpensive
► Disposable
► High-volume production
► Very low power
batteries, and energy scavengers ► Metal surface-compatible
Summary:
Imagine Memory Everywhere™