Abstract
“These users are fast adopting such mobile-based services as a safe and secure means of carrying and transferring money as well as paying for goods, in effect using it as a true mobile wallet.”
The NFC market is gaining great momentum in terms of activities; however certain business model issues remain unresolved. This report provides a focused 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.
A new NFC focused report, compiled after extensive research & industry consultation, which answers key questions such as:
- What is the current status of NFC in terms of standardization and pilots?
- Who are the stakeholders involved in the NFC markets? What do they have to gain or lose from the deployment of NFC?
- How will the market for NFC transactions and ticketing evolve from now until 2013?
- What is the outlook for NFC ICs in cellular handsets?
- How will the implementation methodology of NFC ICs into cellular handsets pan out?
- What other non-handset applications will help to accelerate NFC deployment?
- How many Bluetooth-enabled devices will use NFC for pairing in the next 5 years?
Table of Contents
Chapter 1 - Introduction, Scope and Methodology
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
- 2.6.1 Categories of IC Design & Implementation
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
- 3.3.3 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
- 5.7.1 Non Handsets Bluetooth-enabled devices

