Disposable Electronics Powered by Thinfilm's Printed Smart Tags

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1 Thin Film Electronics ASA ( Thinfilm ): Disposable Electronics Powered by Thinfilm's Printed Smart Tags StorAksjekvelden, 19. november 2012 Torgrim Takle, CFO

2 High Volume Low-cost Manufacturing Imagine Memory Everywhere

3 Thinfilm Product Progression Imagine Memory Everywhere Memory Standalone memory for toys and games Memory + Logic Addressable memory for integration Integrated Systems Sensor tags Display tags RFID & NFC 3

4 Building blocks for integrated printed systems Example of tag types (integrated systems) Imagine Memory Everywhere Memory Logic Sensor Display Battery Antenna Thinfilm proprietary Co-development and exclusive license Signed agreement with PST Sensors Licensed leading low-cost display Secured privileged access to custom battery Internal development and numerous external options Smart Tags Sensor tag (temperature) Dynamic price display RFID tag (contactless rewritable tag)

5 Packaging & promotion applications Imagine Memory Everywhere Monitoring Packaging Pricing From... Electronic shelf labels ($3-4/label) Manual re-pricing of perishable goods (and food waste) Static consumer packaged goods and POS displays Existing technology too expensive Color changing labels (qualitative information only) Data loggers only affordable per pallet To Dynamic/smart price display (based on sellby date etc.) Reduces manual labor and food waste Interactive packaging and POS displays Adds functionality and differentiation Printed smart tags/w sensors (e.g., temp.) Improves safety of food & pharmaceutical products, reduce waste

6 Commercial agreement with packaging giant Bemis, a Fortune 500 company Bemis Company, Inc. Global leader in flexible packaging 78 manufacturing facilities worldwide ~200 billion packages per year 2011 net sales of $5.3 billion, mkt. cap. of $3.1 billion (Fortune 500 company) Bemis Selects Thinfilm to Develop Intelligent Packaging Platform First commercial agreement in printed electronics to create integrated printed systems for high volume production and multiple markets 10 July, 2012 Thinfilm Pairs Up With Packaging Giant Bemis to Create Labels That Know Things Thinfilm moved a step closer to making the Internet of Things a reality, announcing a deal with U.S. packaging giant Bemis Co. today 10 July, 2012 The Internet of Things, Soon Accessible by Smartphone assemblage will be commercialized in 2014 in partnership with Bemis, a Wisconsin packaging company that makes 200 billion packages a year 10 July, 2012 Our agreement with Thin Film Electronics ASA is an investment in technology that could eventually make printed electronics a component of every package we manufacture. Henry Theisen, CEO, Bemis

7 Commercial break-through expected around 2013; ~$1.5bn in revenues by 2020 Revenue scenario, ; USD millions # tags sold (millions) Key applications: Contactless tags/systems Closed systems Change in product mix Increased price as more functionality is added A ~ ~ ~0 40 5,000 22,000 Applications Market estimates (global) Thinfilm mkt. share NFC & Internet of things (smart tags) RFID (retail/logistics) Ticketing (transportation) Dynamic price displays (retail) Monitoring of perishable goods/ drugs (temperature sensor) Interactive packaging (FMCG/retail) Other (both contactlessand closed systems) ~$12bn in 2019 (source: IDTechEx: Printed/chipless tags) ~$500 in 2010, ~$2.5bn in 2020 (source: ODIN, VDC Research) LU tickets issued: ~9bn in 2009 (source: Innovision R&T) ~$10bn in 2020 (Thinfilm estimates) TTI market 2 : ~$1.4bn in 2010, ~$3.2bn in 2020 (source: Frost & Sullivan, Freedonia, BCC+) ~$5bn in 2020 (Thinfilm estimates) Other applications/products: 20-bit memory, diaper humidity sensor, anti-theft, calibration sensors etc. ~8% (2020) ~5% (2020) ~7% volume share (2020) 1 ~3% (2020) ~4% (2020) ~2% (2020) 1-9% (2020) 1 Assuming no growth in number of LU tickets issued worldwide from 2009 to Time-Temperature Indicators (used in transportation/packaging, i.e., excluding other industries, e.g., automotive, HVAC/refrigeration etc.)

8 Thinfilm recognized as one of the world s most innovative companies 18 September, 2012 These are the companies that are changing or could potentially change the mobile landscape in the most profound ways Runner-up for Wall Street Journal Technology Innovation Award 16 October, 2012 The winners and runners-up represent disruptive breakthroughs from conventional ideas and methods Thinfilm Wins 2012 World Technology Award 24 October, 2012 Significant cross-industry recognition for Thinfilm's leadership in the development of printed smart tags for the Internet of Things

9 Q & A Further questions: tt@thinfilm.no /