Bringing Rewriteable Memory to Printed Electronics Launching consumer products Making integrated systems possible

Transcription

1 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

2 Agenda Printed Electronics and Thinfilm s position Market opportunities (products & applications) Strategic roadmap

3 The Leader in Printed Electronics 1 Uniqueness Unique memory technology Patented passive matrix architecture Re-writable and archival retention Very low power Memory will play critical role in future PE applications 2 Enablers Collaboration and licensing agreement with PARC Enables integrated systems High volume roll-to-roll printing Low-cost manufacturing Strong partnerships 3 Momentum Strong traction in Toys & Games Development projects with leading toy manufacturers Interest also from other industries E.g., logistics, personal health care, educational institutions

4 1. Uniqueness Memory and Logic Will Play a Critical Role in Future Printed Electronics Applications Smart tagging of everything Memory and logic enable integrated systems (e.g., store max/min temperature, turn power on/off etc.) Large area displays, disposable price displays and lighting Disposable sensors/tags

5 2. Enablers Thinfilm Addressable Memory TM Enabling integrated systems Integration with other printed elements Compact higher-density printed memories Sensors Thinfilm Addressable Memory TM 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

6 2. Enablers High Volume Low-cost Printing at InkTec Video: roll-to-roll printing at InkTec

7 3. Momentum Launch of Consumer Products is Accelerating the Momentum around Thinfilm Technology 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 Strong traction in Toys & Games: Prototyping design services to leading toy manufacturers Engineering orders Interest from other industries Proof of concept and product launches have triggering interest from other industries, e.g., Logistics Personal health care Educational institutions

8 2. Momentum Thinfilm OBA demo game Video: OBA demo game

9 Agenda Printed Electronics and Thinfilm s position Market opportunities (products & applications) Strategic roadmap

10 Medium High Unique Strong Industry Momentum with Massive Market Opportunities for Thinfilm Strong industry momentum in Printed Electronics By 2020 the market will be worth $55.1 Billion. IDTechEx, March 2010 (Printed, Organic & Flexible Electronics Forecasts, Players & Opportunities ) The biggest opportunity for RFID 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 ) Printed Electronics Exponential Growth Logic (i.e. memory and transistors) will be one of the largest segments RFID will boom earlier than expected The Wal-Mart boost The iphone boost Largest EPC RFID project ever RFID Reader, filed by Apple Massive market opportunities for Thinfilm Thinfilm s value proposition Anti-counterfeit/ Secure archiving Personal health care Monitoring of perishable goods Toys & Games Ticketing Info-kiosks/education Promotional cards Vending machines Interactive packaging Dynamic price displays Logistics (RFID) 2014 Market size NFC Anti-theft/selfcheckouts Timing Source: IDTechEx; Thinfilm

11 Sustainable Cost Advantage: Thinfilm & Silicon cost Silicon «The silicon Wall»: integration costs and fab costs Printed Electronics The Thinfilm advantage Thinfilm will always be cheaper on a per-tag level Printed electronics remains cheaper compared to silicon integration & fab costs time

12 Thinfilm s Low-cost Memory Will Enable New Mass Market Applications Cost of conventional- vs. printed RFID tags Conventional silicon tags (96 bit EPC standard 1 ) Thinfilm s target cost $ cent/tag -2x Capital intensive Close to cost optimum: reducing die size increases handling & material costs 150 Always cheaper on a per-tag level 100 Competes on 50 system cost - not on cost per MB 0 Why cost matters Retail volume potential # RFID tags/year, billions Bar code with alarm (~$0.03) Grocery items (low ticket) Grocery items (mid ticket) Apparel items EXAMPLE RFID TAGS RETAIL Pallets/boxes Today s RFID cost Thinfilm market potential Similar volume potential in other industries, e.g., automotive Cost $ cent per RFID tag Today s RFID volume (~5 bn) 1 Passive EEPROM RFID tags, ISO c (read only), 09/ 10 price quotes based on order quantity of 1 million tags Source: ODIN Technologies; RFID Journal; EM Microelectronic; Sensormatic

13 Agenda Printed Electronics and Thinfilm s position Market opportunities (products & applications) Strategic roadmap

14 Base roadmap Products & Applications Prototyping/development Test manufacturing Commercial stage 20 bit single line Thinfilm Memory products System Products (contactbased) System products (contactless) bit passive array < 128 bit addressable memory Contactless memory Display systems Sensor systems Proximity systems NFC & RFID systems Design phase Including sensor and display Prototyping Initial priority: Electrochromic display Initial priority: Temperature, humidity and pressure From stand-alone memories to integrated systems From contact to contactless Applications Toys & games Monetize online gaming Info-kiosks Promotional cards Secure archiving Ticketing Logistics (RFID) Dynamic price display Interactive packaging Item interaction/ user ID (e.g., marketing, price comparison, payment etc.)

15 Expanded roadmap: Thinfilm Acquiring Competence in Integrating Memories with Printed Systems Component products Addressable Memory Alternative Transistor Technologies Printed Power, Antenna & Display Integrated systems Sensor Monitor Systems Display systems: Disposable & hybrid NFC RFID system

16 Summary: The Advantage of Printed Thinfilm Memories 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

17 Q&A