NFC Mobile Payments

UICC, Card Emulation, Secure Element, and Contactless Payment Terminals

Research Report

Mobile payments enabled by NFC may become more than trial programs in 2012 with initiatives in the US, Europe, and Asia moving forward. There are challenges to NFC mobile payments becoming mainstream. When will this take place and which players and business models will succeed? This report examines business models with the potential to succeed, analyzes the key players in the ecosystem, and provides forecasts for consumer adoption and payments made via NFC by region as well as key countries.

Table of Contents

  • 1. EXECUTIVE SUMMARY
    • 1.1. Drivers
    • 1.2. Barriers
    • 1.3. Emerging Business Models - Control Over the Secure Element
    • 1.4. Emerging Business Models - Finding Room for MNOs, OEMs
    • 1.5. Emerging Business Models - MNO Partner Structures
    • 1.6. Emerging Business Models - OEM/OS-led
    • 1.7. Market Today - Merchants Point of View
    • 1.8. Analysis - Payment Providers
    • 1.9. Market Forecasts
    • 1.10. Conclusions
  • 2. NFC MOBILE PAYMENT BASICS
    • 2.1. NFC Defined
    • 2.2. Mobile Payments Use Case
    • 2.3. Primary NFC Mobile Payments Ecosystem Players
    • 2.4. Why Mobile Payments Require Hardware Solutions
    • 2.5. Secure Element
    • 2.6. UICC SE Versus Handset-embedded SE
    • 2.7. Bridging Solutions: Interim and Non-embedded NFC Technologies
    • 2.8. Removable NFC Using SD Cards
    • 2.9. Contactless Stickers
    • 2.10. SIM-based Contactless Attachments
  • 3. MARKET ISSUES
    • 3.1. Current Market Landscape Overview
    • 3.2. Emerging Business Models - Control over the Secure Element
    • 3.3. Emerging Business Models - Finding Room for MNOs, OEMs
    • 3.4. Emerging Business Models - MNO Partner Structures
    • 3.5. Mobile Payment Trials
    • 3.6. Joint Ventures
    • 3.7. Alliances
    • 3.8. Emerging Business Models - OEM/OS Led
    • 3.9. Current Market Landscape - Handsets
    • 3.10. NFC Handset Costs
    • 3.11. NFC Handsets: Differentiator or Essential?
    • 3.12. Market Today - Transit Point of View
    • 3.13. Market Today - Merchants Point of View
    • 3.14. NFC in Retail
    • 3.15. Retail Outlook
    • 3.16. Market Today - Merchant POS Providers Point of View
    • 3.17. Market Today - Payment Providers/Banks Point of View
    • 3.18. Analysis - Payment Providers
    • 3.19. Market Today - MNOs Point of View
    • 3.20. NFC Ecosystem Development
    • 3.21. How Will the TSM Market Look?
    • 3.22. Other Key NFC Enabler Companies
  • 4. TECHNOLOGY ISSUES
    • 4.1. NFC ISO Standards
    • 4.2. NFC Forum Device-Specific Architecture
    • 4.3. The EMVCo Mobile Payment Working Group
    • 4.4. GlobalPlatform
    • 4.5. Association Française du Sans Contact Mobile
  • 5. MARKET FORECASTS
    • 5.1. Forecast Methodology
    • 5.2. Notes on Forecasts
    • 5.3. Forecast - Installed Base of NFC Mobile Handsets
    • 5.4. Active NFC Mobile Payment Users
    • 5.5. NFC Mobile Payments, Value of Goods Sold
    • 5.6. NFC Mobile Payment Data - Western Europe
    • 5.7. NFC Mobile Payment Data - Eastern Europe
    • 5.8. NFC Mobile Payment Data - Asia Pacific
    • 5.9. NFC Mobile Payments Data - North America
    • 5.10. NFC Mobile Payments Data - Latin America
    • 5.11. NFC Mobile Payments Data - Middle East
    • 5.12. NFC Mobile Payments Data - Africa
  • 6. COMPANY DIRECTORY
  • 7. ACRONYMS
  • 8. LINKS TO RELATED RESEARCH
    • 8.1. Sources and Methodology
    • 8.2. Notes
  • Top Line Forecast
  • Drivers
  • Inhibitors
  • Market Share
  • Summary and Strategic Recommendations

Tables

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  1. NFC Handset Shipments By Region, World Market, Forecast: 2010 to 2016
  2. Installed Base NFC Mobile Handsets By Region, World Market, Forecast: 2011 to 2016
  3. Installed Base NFC As % of Mobile Subscribers, By Region, World Market, Forecast: 2011 to 2016
  4. Active NFC Mobile Payment Users, By Region, World Market, Forecast: 2011 to 2016
  5. NFC Mobile Payments, Value of Goods Sold, By Region, World Market, Forecast: 2011 to 2016
  6. NFC Mobile Payment Data, Western Europe, Forecast: 2011 to 2016
  7. NFC Mobile Payment Data, France Forecast, 2011-2016
  8. NFC Mobile Payment Data, United Kingdom Forecast, 2011-2016
  9. NFC Mobile Payment Data, Germany Forecast, 2011-2016
  10. NFC Mobile Payment Data, Netherlands Forecast, 2011-2016
  11. NFC Mobile Payment Data, Spain Forecast, 2011-2016
  12. NFC Mobile Payment Data, Italy Forecast, 2011-2016
  13. NFC Mobile Payment Data, Eastern Europe Forecast, 2011-2016
  14. NFC Mobile Payment Data, Asia Pacific Forecast, 2011-2016
  15. NFC Mobile Payment Data, China Forecast: 2011-2016
  16. NFC Mobile Payment Data, Japan Forecast, 2011-2016
  17. NFC Mobile Payment Data, South Korea Forecast, 2011-2016
  18. NFC Mobile Payment Data, North America Forecast, 2011-2016
  19. NFC Mobile Payment Data, United States Forecast, 2011-2016
  20. NFC Mobile Payment Data, Latin America Forecast, 2011-2016
  21. NFC Mobile Payment Data, Brazil Forecast, 2011-2016
  22. NFC Mobile Payment Data, Middle East Forecast, 2011-2016
  23. NFC Mobile Payment Data, Africa Forecast, 2011-2016

Charts

  1. Installed Base NFC Mobile Handsets By Region
  2. Installed Base NFC As Percentage of Mobile Subscribers, By Region
  3. Active NFC Mobile Payment Users, By Region
  4. NFC Mobile Payments, Value of Goods Sold, By Region
  5. NFC Mobile Payment Data, Western Europe
  6. NFC Mobile Payment Data, Western Europe
  7. NFC Mobile Payment Data, Eastern Europe
  8. NFC Mobile Payment Data, Eastern Europe
  9. NFC Mobile Payment Data, Asia Pacific
  10. NFC Mobile Payment Data, Asia Pacific
  11. NFC Mobile Payment Data, Selected Markets, Asia Pacific
  12. NFC Mobile Payment Data, United States
  13. NFC Mobile Payment Data, United States
  14. NFC Mobile Payment Data, Latin America
  15. NFC Mobile Payment Data, Latin America
  16. NFC Mobile Payment Data, Middle East
  17. NFC Mobile Payment Data, Middle East
  18. NFC Mobile Payment Data, Africa
  19. NFC Mobile Payment Data, Africa
  20. NFC Mobile Payments, Value of Goods Sold, By Region, World Market, Forecast: 2012 to 2016
  21. Active NFC Mobile Payment Users, By Region, World Market, Forecast: 2012 to 2016

Figures

  1. NFC Forum Device-Specific Architecture