NFC：往大眾市場發展的道路：2008年版

The NFC market is gaining great momentum in terms of activities; however certain business model issues remain unresolved. This report provides a focus overview of the technical status of NFC. It provides a detailed look at the major stakeholders involved in the emerging NFC ecosystem. The report considers what the stakeholders have to gain from NFC, what the risks are to them if the NFC market does not take off and how new business relationships will work. Detailed statistical analysis and forecasts also provide a complete investigation of the potential of this market. Forecasts are presented in a probable, downside and upside format.

• Application- Financial/transactions, Ticketing/access, Bluetooth-enabled devices & Other NFC-enabled devices
• NFC IC Implementation Methodology- Embedded into the handset, SIM Card embedded & Implemented using another solution
• NFC attachment rates-Cellular handsets, Non handset Bluetooth-enabled devices & other non-handset applications

• Detailed shipment and revenue analysis for NFC ICs
• NFC IC market size estimates for 2007, with growth forecasts to 2013
• Market splits by financial/transactions, ticketing/access & other applications
• Analysis on NFC attachment rates in cellular handsets
• Breakdowns of NFC IC implementation methodology into cellular handsets
• Forecasts for NFC ICs in Bluetooth-enabled devices and other applications
• Profile of all the major stakeholders involved in NFC

The report provides comprehensive, analysis on the market environment and the current and future factors that have a positive and negative impact.

Executive Summary

Chapter 1 - Introduction, Scope and Methodology

Chapter 2 - Overall Market Statistics and Trends

Chapter 2 - The Current Status of NFC & Technical Outlook

• 2.0 The Current Status of NFC & Technical Outlook
• 2.1 Radio Frequency Identification
• 2.2 NFC Technology
• 2.3 The NFC Forum
• 2.4 ISO 14443 & MiFare
• 2.5 FeliCa
• 2.6 Trends in NFC Implementations
  • 2.6.1 Categories of IC Design & Implementation
    • 2.6.1.1 NFC Front-end Solution
    • 2.6.1.2 NFC Front-end with Microcontroller
    • 2.6.1.3 NFC/Smart Card Module IC
    • 2.6.1.4 Dual Mode NFC/Short Range Wireless IC
  • 2.6.2 Implications IC Designs on ASP, Revenues & Unit Shipments Definitions
    • 2.6.2.1 IC Unit Shipment Definition
    • 2.6.2.2 ASP & IC Revenues
  • 2.6.3 Main Market Trends in terms of IC Design

Chapter 3 - NFC in Ticketing/Transactions Applications

• 3.1 Semiconductor Manufacturers
  • 3.1.1 Current Business Model
  • 3.1.2 Opportunities offered by NFC
  • 3.1.3 Threats presented by NFC
  • 3.1.4 Relationships & Interdependencies
• 3.2 Smart Card Suppliers
  • 3.2.1 Opportunities offered by NFC
  • 3.2.2 Threats presented by NFC
  • 3.2.3 Relationships & Interdependencies
• 3.3 Mobile Phone Manufacturers
  • 3.3.1 Current Business Model
  • 3.3.2 Opportunities offered by NFC
• 3.3 Threats Presented by NFC
  • 3.3.4 Relationships & Interdependencies
• 3.4 Mobile Operators
  • 3.4.1 Current Business Model
  • 3.4.2 Opportunities Offered by NFC
  • 3.4.3 Threats Presented by NFC
  • 3.4.4 Relationship & Interdependencies
• 3.5 Hardware Acceptance Suppliers
  • 3.5.1 Current Business Model
  • 3.5.2 Opportunities offered by Mobile Payment/NFC
  • 3.5.3 Threats Presented by NFC & the Mobile Wallet
  • 3.5.3 Threats Presented by NFC & the Mobile Wallet
  • 3.5.4 Relationships & Interdependencies
• 3.6 Banks
  • 3.6.1 Current Business Model
  • 3.6.2 Opportunities Offered by NFC
  • 3.6.3 Threats Presented by NFC & the Mobile Wallet
  • 3.6.4 Relationships & Interdependencies
• 3.7 Credit Card Companies
  • 3.7.1 Current Business Model
  • 3.7.2 Opportunities offered by NFC
  • 3.7.3 Threats presented by NFC
  • 3.7.4 Relationships & Interdependencies
• 3.8 Retailers
  • 3.8.1 Current Business Model
  • 3.8.2 Opportunities offered by NFC & Mobile Wallet
  • 3.8.3 Threats presented by NFC
  • 3.8.4 Relationships & Interdependencies
• 3.9 Consumers
  • 3.9.1 Opportunities offered by NFC & the Mobile Wallet
  • 3.9.2 Threats presented by NFC & the Mobile Wallet
• 3.10 Other Stakeholders
  • 3.10.1 Current Business Model
  • 3.10.2 Opportunities offered by NFC
  • 3.10.3 Threats Presented by NFC

Chapter 4- NFC in Non-Ticketing/Transaction Applications

• 4.0 NFC in Non-Ticketing/Transaction Applications
• 4.1 NFC & Other Wireless Technologies Combined
• 4.2 NFC & Bluetooth Combined
• 4.3 Use Case Scenarios of NFC Combined with Bluetooth
• 4.4 NFC & UWB Combined Functionality
• 4.5 NFC & WLAN Combined Functionality
• 4.6 Other Potential NFC Applications
  • 4.6.1 NFC Medical Devices
  • 4.6.2 NFC Usage in Car rental
  • 4.6.3 NFC Usage in Coupons
  • 4.6.4 NFC Usage in Smart Posters

Chapter 5- Market Forecast & Analysis

• 5.0 Market Forecasts & Analysis
• 5.1 Worldwide NFC IC Shipments & Revenues into All Applications
  • 5.1.1 Probable Forecast
  • 5.1.2 Downside Forecast
  • 5.1.3 Upside Forecast
  • 5.1.4 NFC IC ASP
• 5.2 Worldwide NFC IC Installed based in All Applications
  • 5.2.1 Probable Forecast
  • 5.2.2 Downside Forecast
  • 5.2.3 Upside Forecast
• 5.3 Worldwide NFC IC Shipments & Revenues in Cellular Handsets
  • 5.3.1 Probable Forecast
  • 5.3.2 Downside Forecast
  • 5.3.3 Upside Forecast
• 5.4 Worldwide Installed Base of NFC ICs in Cellular Handsets
  • 5.4.1 Probable
  • 5.4.2 Downside
  • 5.4.3 Upside
• 5.5 Use Cases of NFC ICs Used in Cellular Handsets
  • 5.5.1 Use Case NFC Financial/Transactions
  • 5.5.2 Ticketing/Access
  • 5.5.3 Other Applications
• 5.6 Implementation Methodology of NFC ICs Shipped into Cellular Handsets
  • 5.6.1 NFC ICs Shipped into Cellular Handsets
• 5.7 Worldwide Market for NFC IC in Other Applications Shipments & Revenues
  • 5.7.1 Non Handsets Bluetooth-enabled devices
    • 5.7.1.1 Probable Forecast
    • 5.7.1.2 Downside Forecast
    • 5.7.1.3 Upside Forecast
  • 5.7.2 Other NFC Applications
    • 5.7.2.1 Probable Forecast
    • 5.7.2.2 Downside Forecast
    • 5.7.2.3 Upside Forecast
  • 5.7.3 Worldwide NFC IC Installed Base in Other Applications

• 6.0 Company Profiles