SENSIO Corporate presentation - May 2011

1. SENSIO TECHNOLOGIES
CORPORATE PRESENTATION
NICHOLAS ROUTHIER
President and CEO, SENSIO Technologies Inc.
May 2011

2. 2 3D PIONEERS Integration into chips from 6 major
chipmakers including Mediatek, Trident,
Sigma Design.
First proprietary format integrated into a mass
market 3DTV: Vizio (2010)
First worldwide live 3D event in cinemas: FIFA
World Cup soccer (2010)
First live 3D simulcast on multi-platform;
cinema, stadium and home, with ESPN (2009)
12 YEARS CREATING THE INDUSTRY
First 3D console game using SENSIO –
• Founded in 1999 by current CEO and EVP Ubisoft: Avatar: The Game (2009)
First 3D technology to be standardized: DVD
• Specialized in the development and Forum (2009)
marketing of stereoscopic (3D) image- First live 3D event in theatres: BCS Bowl
processing technologies, and supporting (2009)
services First Full HD 3D for broadcast (2008)
• SENSIO® Hi-Fi 3D: the worldwide leading 3D
First satellite transmission of 3D content with
proprietary format Cinedigm (2007)
• Based in Montreal, Canada First Live 3D solution demonstrated with IDC
(2007)
• 27 employees in Montreal office First release of 3D DVDs of movies from
Hollywood studios - Spy Kids 3D, first title
(2005)
• Publicly-traded company on TSX Venture
First demonstration of multi output playback
(SIO.V)(SIO.V); year-end May 31 from a single source (2004)
First full-resolution consumer 3D product
anaglyph, page flip and 2D (2003)
5/16/2011

3. 3 ENABLING TECHNOLOGIES
REGULAR TV
3D CONTENT
DISTRIBUTION PLAYBACK OR 3D READY
CREATION
DISPLAY
SENSIO® 3D
Award-winning Decoder
SENSIO® HI-FI 3D  SENSIO® Hi-Fi 3D
SENSIO® 3D Encoder
Technology
 SENSIO® Hi-Fi 3D
5/16/2011

4. 4 ENABLING TECHNOLOGIES
REGULAR TV
3D CONTENT
DISTRIBUTION PLAYBACK OR 3D READY
CREATION
DISPLAY
SENSIO® 3D
Award-winning Decoder
SENSIO® HI-FI 3D  SENSIO® Hi-Fi 3D
SENSIO® 3D Encoder
Technology
 SENSIO® Hi-Fi 3D
SENSIO® S2D Switch
2D or 3D selection
and formatting
5/16/2011

5. 5 ENABLING TECHNOLOGIES
REGULAR TV
3D CONTENT
DISTRIBUTION PLAYBACK OR 3D READY
CREATION
DISPLAY
SENSIO® 3D
Award-winning Decoder
SENSIO® HI-FI 3D  SENSIO® Hi-Fi 3D
 SbS
SENSIO® 3D Encoder
Technology  TaB
 SENSIO® Hi-Fi 3D  Noise reduction
 SbS
 TaB SENSIO® S2D Switch
2D or 3D selection
and formatting
5/16/2011

6. 6 ENABLING TECHNOLOGIES
REGULAR TV
3D CONTENT
DISTRIBUTION PLAYBACK OR 3D READY
CREATION
DISPLAY
SENSIO® 3D
Award-winning Decoder
SENSIO® HI-FI 3D  SENSIO® Hi-Fi 3D
 SbS
SENSIO® 3D Encoder
Technology  TaB
 SENSIO® Hi-Fi 3D  Noise reduction
 SbS SENSIO®
 TaB Autodetect SENSIO® S2D Switch
2D or 3D selection
and formatting
5/16/2011

7. 7 DIVERSIFIED MARKETS
LIVE 3D IN
CINEMAS
CONSUMER
ELECTRONICS
SENSIO PROFESSIONAL &
POWERS… BROADCASTING
5/16/2011

8. LIVE 3D
IN CINEMAS

9. 9 LIVE 3D IN
A FAST-GROWING MARKET
CINEMAS
Evolution of 2D and 3D digital screens worldwide
Volume (Ku)
45 000
2D Screens 3D Screens
42395
40 000
35 000
33855
30 000
Unit sales (K)
25 000
27065
20 000
21936
21645
15 000
14306
10 000
8989
2543
5 000 7346
1299
6257
5156
0
2007 2008 2009 2010 2011 2012
Penetration 3D screens
/ Digital screens 20% 29% 55% 61% 61% 61%
+26 pts The “Avatar Effect” - December 2009
5/16/2011 Source : ScreenDigest et RealD

10. 10 LIVE 3D IN
GROWING OUR EXPERTISE
CINEMAS
2009 BCS BOWL TECHNOLOGY
PROVIDER
2010 FIFA WORLD CUP™ DISTRIBUTION
FACILITATOR
2011 NBA EVENT
PROMOTER
5/16/2011

11. 11 LIVE 3D IN
QUALITY LEADING THE WAY
CINEMAS
LINE OF
MARKET POSITIONING BUSINESS MODEL
BUSINESS
SENSIO® Hi-Fi 3D is the
dominant format for the IP licensing – 2 models
distribution of live 3D events • Fixed amount payable as
TECHNOLOGY
in theatres worldwide: one-time or per-event
PROVIDER
• Over 800 screens installed • Ongoing – as a fixed
• More than 50 events amount per ticket sold
presented on 5 continents
SENSIO’s aim: to be a leading
LIVE 3D CONTENT supplier of quality live 3D
Box office share
DISTRIBUTION content to theatres part of its
worldwide network
5/16/2011

12. 12
UNIQUE, READY-TO-GO, EVER- LIVE 3D IN
EXPANDING, WORLDWIDE CINEMAS
The SENSIO® 3D Live Network:
839 cinemas
Over 50 events

13. 13 LIVE 3D IN
2011 OUTLOOK
CINEMAS
• CONTINUE TO EXPAND OUR SENSIO® 3D LIVE NETWORK
– EXPANSION IN ASIA – MAIN FOCUS IN 2011
– NEW OPPORTUNITIES IN USA
• MORE SPORTS, CONCERTS AND ENTERTAINMENT EVENTS DRIVEN BY
SENSIO
“ WE ARE EXPECTING STEADY
GROWTH IN THE COMING YEAR"
5/16/2011

14. CONSUMER
ELECTRONIC
MARKET

15. 15
3D MOVING INTO THE CONSUMER
LIVING ROOM ELECTRONICS
Evolution 3DTVs worldwide
Volume (Mu)
300 205 215 226 235 243 251 261 Total TVs shipped
250
200
150 Other TVs
shipped
3DTVs
shipped
100
50
0 1 3,1 18,8 36,4 67,9 102
0
2008 2009 2010 2011 2012 2013 2014
Penetration
0% 0.5% 1.4% 8% 15% 27% 39%
3DTVs / Total TVs
5/16/2011

16. 16 CONSUMER
QUALITY LEADING THE WAY ELECTRONICS
LINE OF BUSINESS MARKET POSITIONING BUSINESS MODEL
SENSIO® Hi-Fi 3D is the
leading non-open-source
TECHNOLOGY format in the CE market. IP licensing of
PROVIDER SENSIO’s aim: to be the technology cores
– CE MANUFACTURERS leading provider of based on volume and
AND CHIP MAKERS stereoscopic (3D) image- packaged pricing
processing cores in the
industry
SENSIO’s aim: to be a leading
CONTENT VOD rental revenue
supplier of quality 3D content
AGGREGATOR share
to VOD distributors
5/16/2011

17. 17 CONSUMER
PERMEATING THE ECOSYSTEM ELECTRONICS
S/W MEDIA PLAYERS
SENSIO PRODUCTS
• SENSIO® HI-FI 3D
• SENSIO ® S2D SWITCH
• SENSIO® AUTODETECT
5/16/2011

18. 18 CONSUMER
PERMEATING THE ECOSYSTEM ELECTRONICS
SENSIO PRODUCTS
SENSIO® 3D Content
Library
S/W MEDIA PLAYERS
VOD
PPV
3D
TITLES
GAMES
SENSIO PRODUCTS
SENSIO PRODUCTS
• SENSIO® HI-FI 3D
SENSIO® Hi-Fi 3D • SENSIO ® S2D SWITCH
technology for • SENSIO® AUTODETECT
console games
5/16/2011

19. 19 CONSUMER
PERMEATING THE ECOSYSTEM ELECTRONICS
CHIP MANUFACTURERS SENSIO PRODUCTS
• SENSIO® Hi-Fi 3D
SENSIO PRODUCTS • SENSIO® Autodetect
• Image enhancement
SENSIO® 3D Content - scaling
Library - noise reduction
TIER- TIER- - de-interlacer
ONE ONE
S/W MEDIA PLAYERS
VOD
PPV
3D
TITLES
GAMES
SENSIO PRODUCTS
SENSIO PRODUCTS
• SENSIO® HI-FI 3D
SENSIO® Hi-Fi 3D • SENSIO ® S2D SWITCH
technology for • SENSIO® AUTODETECT
console games
5/16/2011

20. 20 CONSUMER
2011 OUTLOOK ELECTRONICS
• CE MANUFACTURERS – EXPANSION DRIVEN BY DIFFERENTIATION
– SENSIO ® Hi-Fi 3D – the high-fidelity format – will make significant inroads
• VIZIO effect
• Appeal of SENSIO ® 3D Content Library (VOD)
• SEMICONDUCTORS
– Leverage success of SENSIO® Hi-Fi 3D to generate sales with SENSIO ® Autodetect
• SENSIO® S2D SWITCH
– Negotiations are going well – snowball effect
5/16/2011

21. 21 COMING TO FRUITION
TIMELINE
LINES OF
MARKETS
BUSINESS 2008 2009 2010 2011 2012
Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4
TECHNOLOGY
LIVE 3D IN CINEMAS
CONTENT - LIVE 3D
DISTRIBUTION
TECHNOLOGY - CE
MANUFACTURERS
CONSUMER
TECHNOLOGY -
ELECTRONICS
CHIP MAKERS
CONTENT - VOD
PROFESSIONAL &
TECHNOLOGY
BROADCASTING
RESEARCH DEVELOPMENT SALES AND REVENUES (PRODUCTS ON THE MARKET)
5/16/2011

22. 22 COMING TO FRUITION
TIMELINE
LINES OF
MARKETS
BUSINESS 2008 2009 2010 2011 2012
Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4
TECHNOLOGY
LIVE 3D IN CINEMAS
CONTENT - LIVE 3D
DISTRIBUTION
TECHNOLOGY - CE
MANUFACTURERS
CONSUMER
TECHNOLOGY -
ELECTRONICS
CHIP MAKERS
CONTENT - VOD
PROFESSIONAL &
TECHNOLOGY
BROADCASTING
RESEARCH DEVELOPMENT SALES AND REVENUES (PRODUCTS ON THE MARKET)
5/16/2011

23. 23 COMING TO FRUITION
TIMELINE
LINES OF
MARKETS
BUSINESS 2008 2009 2010 2011 2012
Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4
TECHNOLOGY
LIVE 3D IN CINEMAS
CONTENT - LIVE 3D
DISTRIBUTION
TECHNOLOGY - CE
MANUFACTURERS
CONSUMER
TECHNOLOGY -
ELECTRONICS
CHIP MAKERS
CONTENT - VOD
PROFESSIONAL &
TECHNOLOGY
BROADCASTING
RESEARCH DEVELOPMENT SALES AND REVENUES (PRODUCTS ON THE MARKET)
5/16/2011

24. 24
MARKET DRIVERS: WHAT TO LOOK FOR
• BLA
• BLA
FINANCIALS
2011-05-16

25. 25 MONETIZING THE LIVE 3D IN
OPPORTUNITIES CINEMAS
FYE FYE 9 months
2009 2010 2011
Revenue – Technology (000’s) 427 641 1,000
Percentage growth n/a 50.1% 56%
• Average acquisition cost of SENSIO technology at maturity: $2,000
• Worldwide potential market as of December 2010:
22,000 screens x $2,000 = $44 million
• Worldwide potential market at maturity :
150,000 screens x $2,000 = $300 million
5/16/2011

26. 26
MONETIZING THE LIVE 3D IN
OPPORTUNITIES CINEMAS
TOTAL WORLDWIDE 3D SCREENS: 21.9K (CYE 2010)
6000
5321
?
4000
SENSIO® 3D screens
X 10,5
Y1 = 2008
?
2108 RealD 3D screens
X 8,7
2000 Y1 = 2005
1100 ?
718
?
674
241
82 105
0
Y1 Y2 Y3 Y4 Y5
Growth assumption (based on • FYE 2012: 800 new screens = 1500 network
RealD historical growth figures): • FYE 2013: 2500 new screens = 4000 network

27. 27 MONETIZING THE CONSUMER
OPPORTUNITIES ELECTRONICS
• Price between $0.25
to $2.50
• Average price /
product = $0.50
2011 2012 2013 2014
Assuming Vizio share of 3DTVs
similar to 2DTVs in North America 1.06M 1.86M 3.23M 4.86
USA, Canada, Mexico (20%)
5/16/2011

28. 28 OTHER REVENUE SOURCES FOR FYE 2012
• SENSIO® S2D Switch (patent licence)
• SENSIO® Autodetect to chip makers
• SENSIO® Content Library (via VOD)
• Live 3D content
• Professional and broadcast market
5/16/2011

29. 29 LONG-TERM POTENTIAL CONSUMER
MARKET ELECTRONICS
MARKETS WW 2D PENETRATION AVERAGE PRICE $ POTENTIAL
MARKET 2010 RATE AT / UNIT
MATURITY
TV sets 226 M ? $0.50 ?
PC & laptops 333 M ? $0.50 ?
STB 148 M ? $0.50 ?
Mobile 281 M ? $0.50 ?
Total 988 M ? $0.50 ?
You do the math!
5/16/2011

30. 30 COMPARABLES
GLOBAL IP LICENSING COMPS Trdg Local Price Pot. Mkt. Cap. Revenue (USD) P/E EV/Sales EV/EBITDA
Ticker Rtg Curr 09-mai Target Return (US$M) C11E C12E C11E C12E C11E C12E C11E C12E
D-BOX Technologies Inc. TSX:DBO SO CAD 0,56 1 79% 95 9 20 NM NM 8,4 3,9 NM 25,7
SENSIO Technologies, Inc. TSXV:SIO SO CAD 0,81 3 270% 42 3 8 NM 52,3 11,9 4,2 NM 32,7
Wi-LAN Inc. TSX:WIN SO CAD 5,93 11 85% 718 111 146 9,6 6,7 4,9 3,7 7,5 5,1
QUALCOMM Incorporated QCOM NR USD 56,66 64,67 14% 94 596 14 990 16 671 18 16 5,5 5 12,2 11
Dolby Laboratories, Inc. DLB NR USD 49,78 60,04 21% 5 578 936 1 053 18,6 15,9 5,2 4,6 10 9,1
Rovi Corporation ROVI NR USD 49,42 67,27 36% 5 566 780 926 20,8 16,5 7,2 6 16 13
InterDigital, Inc. IDCC NR USD 46,02 51 11% 2 087 366 403 17,5 15,4 4,3 3,9 6,3 5,5
RealD Inc. RLD NR USD 31,03 29,5 -5% 1 592 359 406 NM 35,8 4,3 3,8 16,7 11,2
Tessera Technologies Inc. TSRA NR USD 18,98 28 48% 970 303 346 14 11,3 1,6 1,4 5,3 4,1
Acacia Research Corporation ACTG NR USD 39,82 45 13% 1 703 182 227 32,9 22,5 7,7 6,1 19 13,8
DTS Inc. DTSI NR USD 44,24 48,69 10% 769 104 126 32,9 24,2 6,5 5,4 16,2 11,8
MIPS Technologies Inc. MIPS NR USD 8,23 12 46% 427 84 96 22,2 15,8 3,9 3,4 13,1 9,7
MOSAID Technologies Inc. TSX:MSD NR CAD 28,75 35,5 23% 353 89 124 10,3 7 2,6 1,9 4,7 NM
SRS Labs Inc. SRSL NR USD 8,26 11,17 35% 123 37 44 27,1 14,5 2,5 2,1 NM NM
01 Communique Laboratory Inc. TSX:ONE NR CAD 0,4 0,75 88% 25 1 12 NM NM NM 1,6 NM 2
DEQ Systems Corporation TSXV:DEQ NR CAD 0,39 NA NA 28 NA NA NM NM NM NM NM NM
Mean 21,4x 17,7x 4,7x 3,8x 11,9x 9,1x
Median 19,7x 15,9x 4,3x 3,9x 12,6x 10,3x
SOURCE: NCP, Capital IQ (SIO-V, DBO.A-V, and WIN-T are NCP estimates; DBO.A-V is covered by Rob Goff; SIO-V, WIN-T are covered by Ralph Garcea)
5/16/2011

31. 31 CAPITAL STRUCTURE
SHARE PRICE1 $0.76
$1,08
BASIC SHARES 52.4M SHAREHOLDER STRUCTURE:
• Board and management 20%
OPTIONS & • Institutional 30%
2M
WARRANTS • Free Float 50%
FD SHARES 54.3M
FD MARKET
$41.3M
CAP
52 WEEK HIGH $2.15
52 WEEK LOW $0.72
CASH2 $7.2M
1 - As of market close on May 13, 2011
DEBT $0 2 - As at February 28, 2011
5/16/2011

32. 32
MARKET DRIVERS: WHAT TO LOOK FOR
• BLA
• BLA
QUESTION PERIOD
2011-05-16