Transense Technologies PLC · LSE:TRT

Transense Technologies — Shareholder Meeting (May 2005)

18 slides from Transense Technologies's shareholder meeting presentation, May 2005

1. Slide 1: The Markets for Transense Technology

   Transense Technologies plc The Markets for Transense Technology May 2005 • SAW Technology Summary • Some Global Statistics • TPMS for North American Truck Market • TPMS for Passenger Cars • Torque for EPAS • Torque for Powertrain • Conclusions © Transense Technologies plc

2. Slide 2: Transense SAW sensors comprise typically

   Transense Technologies plc Transense SAW sensors comprise typically: Double SAW Triple SAW Torque Pressure Device Device § Pressure, temperature and torque are sensed by detecting minute strain changes § SAW sensors are passive – providing batteryless, wireless operation § SAW sensors operate at hig

3. Slide 3: Global Statistics – Vehicles

   Transense Technologies plc Global Statistics – Vehicles: • During 2003, approximately 59 M vehicles (cars + light trucks) were sold • This included: 19M North America, 19M Europe, 15M Asia-Pacific, 6M Other • With a 2.5% annual growth rate, we can expect 19% higher or 70M by 2010 • Globally the spli

4. Slide 4: Global Statistics – Tyres

   Transense Technologies plc Global Statistics – Tyres: • During 2003, approximately 1.2 billion tyres were sold worldwide, including: – Cars 994M; Trucks 127M; 2 Wheel / Earthmovers / Agri / Air the remainder • With a 2.5% annual growth rate, we can expect 19% higher or 1.4B by 2010 • The Car and Tru

5. Slide 5: TPMS for North American Truck Market

   Transense Technologies plc TPMS for North American Truck Market • The project remains focussed on a 2005 in-service date in USA • Temex supply SAW die to Honeywell who supply tested “pressure sensor + temperature sensor” packages to Application Licensees • Sept 2004, Michelin was granted a non-exclu

6. Slide 6: TPMS for North American Truck Market

   Transense Technologies plc TPMS for North American Truck Market 50 Millions of Truck Tyres /Annum Notes: In the truck tyre 40 market, all 3 sectors are potential for TPMS as tyre Retreads 30 management on a fleet basis is already well established. 20 tration e % pen Penetration refers to Replacement

7. Slide 7: SAW TPMS sensors embedded into standard tyre valves

   Transense Technologies plc SAW TPMS sensors embedded into standard tyre valves Snap-in rubber valve Screw-in metal valve Long reach truck valve © Transense Technologies plc

8. Slide 8: TPMS for Passenger cars

   Transense Technologies plc TPMS for Passenger cars • Honeywell are providing sensors for ongoing and new programs • New 3bar (45 psi) sensor now available (Temex die inside) • Transense has supplied a demonstrator to Far East potential licensee • We have also presented technically and at board level

9. Slide 9: TPMS for Passenger Cars

   Transense Technologies plc TPMS for Passenger Cars 1250 Millions of Car Tyres /Annum Notes: Adoption of TPMS 1000 will be higher in the OEM market, especially in the 750 USA where the TREAD Act Replacement provides legal ration 500 et enforcement. pen 50% Penetration refers 250 to the take-up of n p

10. Slide 10: TPMS System

    TPMS System Transense Technologies plc 4 passenger car sensors Interrogation Electronics incorporating: Melexis RF ASIC and Texas Instruments DSP © Transense Technologies plc

11. Slide 11: Torque for EPAS

    Transense Technologies plc Torque for EPAS • Transense SAW technology permits non-compliant (more direct feel) steering systems to be realised and at lower cost • SAW applications in both rack mounted and column mounted EPAS systems have been actively discussed with 3 Tier 1s • In 2004 a US OEM requ

12. Slide 12: EPAS for Passenger Cars and Light Trucks

    Transense Technologies plc EPAS for Passenger Cars and Light Trucks 75 Millions of New Car Sales /Annum Notes: EPAS for large passenger cars and 60 light trucks will Lt. Truck have to wait for the advent of 45 48 Volt electrical systems to be viable. 30 tration Penetration refers to Pass. Car e pen

13. Slide 13: Prototype EPAS system

    Transense Technologies plc Transense prototype EPAS system © Transense Technologies plc

14. Slide 14: Torque for Powertrain

    Transense Technologies plc Torque for Powertrain • Torque for powertrain control is currently derived from engine parameters, such as air and fuel flow, using algorithms • Nov 2004 - Transense granted Honeywell a key licence for SAW Torque technology with exclusivity for powertrain applications • Fl

15. Slide 15: Torque for Powertrain

    Transense Technologies plc Torque for Powertrain 75 Millions of New Car Sales /Annum Note: There is potential for up to 3 systems per 60 vehicle: Lt. Truck Engine Transmission 45 Final drive 30 So, penetration by tration Transense SAW Pass. Car e pen technologies, 50% expressed in % as: 15 n penetra

16. Slide 16: Engine Flexplate SAW Sensor Application

    Transense Technologies plc Engine Flexplate SAW Sensor Application © Transense Technologies plc

17. Slide 17: Transmission Output SAW Sensor Application

    Transense Technologies plc Transmission Output SAW Sensor Application © Transense Technologies plc

18. Slide 18: Conclusions

    Transense Technologies plc Conclusions • The automotive markets for Transense SAW sensor technologies are very large – a billion tyres and 60 million new vehicles per annum • Transense technologies are applicable to different systems within the vehicle – TPMS, EPAS and Powertrain (3 applications) •

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