Update: OpenSense the opportunity
Thinfilm’s commercial progress has continued apace with the announcement of Xerox as a scale-up partner for memory products and the launch of its new OpenSense product. There are a number of significant opportunities with its partners such as Nedap, Global Factories, Temptime, Brady, PakSense and Bemis, but product sales in the Q4 results were lower than expected so we have lowered our revenue forecasts to reflect a slower scale-up. We have also updated our model to reflect the new product categorisation and licensing assumptions. Announcements of new scale-up partners and large orders are the key catalysts for upside.Thin Film Electronics is an electronics group based in Norway. Co. is engaged in the development of printed electronics. Co. commercializes printed rewritable memory and creates printed system products that include memory, sensing, display and wireless communication. Co.'s products include memory labels, storing digital data on a thin, rewritable label; brand protection solutions, consisting of adhesive labels that generate a distinct forensic electrical signature; sensor labels, which sense information and store data; display labels, low cost display media to communicate the information stored in the ThinFilm Memory; and NFC Smart Labels.
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