表紙
市場調査レポート - 243232

NFCモバイルペイメント・小売りマーケティングのビジネスモデル・予測:2012年〜2017年

NFC Mobile Payments Market Update Business Models & Forecasts 2012-2017

発行 Juniper Research
出版日 ページ情報 英文 138 Pages
価格
こちらの商品の販売は終了いたしました。
NFCモバイルペイメント・小売りマーケティングのビジネスモデル・予測:2012年〜2017年 NFC Mobile Payments Market Update Business Models & Forecasts 2012-2017
出版日: 2012年12月05日 ページ情報: 英文 138 Pages

当商品の販売は、2014年04月08日を持ちまして終了しました。

概要

当レポートでは、NFC小売り市場およびモバイルペイメント産業について調査し、NFC小売りペイメント市場エコシステムの詳細な分析、主要ビジネスモデルの明示、近年の成長の背後にある主な促進因子の分析などを提供しており、ネットワークオペレーター、金融機関、OTTプロバイダーおよび小売業者の役割、主要ベンダーの評価を提供するベンダーマトリクス、専門家の分析、戦略的提案などを含め、NFC端末の導入、NFC小売り取引量・額、オペレーターの小売りペイメントマネジメント収益、NFCクーポンおよびチケッティングに関する市場予測とともに、概略以下の構成でお届けします。

エグゼクティブサマリー

第1章 NFC小売りペイメント、定義、背景およびセグメント

  • イントロダクション
  • NFCの小売りにおける極めて重要な役割

第2章 NFC動向、促進因子および阻害因子

  • イントロダクション
  • 概要
  • 動向
  • 促進因子
  • 阻害因子

第3章 NFCのエコシステムおよびビジネスモデル

  • イントロダクション
  • NFCのエコシステム
  • NFCのビジネスモデル

第4章 NFC対応の端末予測

  • イントロダクション
  • 調査手法
  • モバイル端末予測
  • NFCスマートフォン予測
  • NFC多機能携帯電話および低価格端末の予測
  • ネイティブNFC端末全体
  • 暫定NFCソリューションの予測
  • NFCネイティブ端末および暫定ソリューション

第5章 NFC小売りペイメント予測

  • NFC対応ペイメントのユーザー
  • NFC小売りペイメント取引
  • NFC小売りペイメント取引額
  • MNOのNFC小売りペイメントマネジメント収益

第6章 NFCメトロチケッティングの予測

  • イントロダクション
  • メトロチケッティング
  • NFCメトロチケッティング予測

第7章 NFCクーポンの予測

  • イントロダクション
  • NFCクーポン
  • NFCクーポン予測

第8章 ベンダー分析・マトリックス

  • ベンダー情勢
  • ベンダー分析
  • ベンダーのポジショニングマトリクス結果
  • ベンダーのプロファイル

第9章 NFC技術、インフラおよび産業グループ

  • NFC
  • NFC小売りペイメント技術ソリューション
  • NFC産業・貿易グループ
目次

image1

Abstract

Overview

  • Forecasts Revised and Updated
  • Apple Decision Impact Assessed
  • NFC Retail Business Models Evaluated


This update to the 2nd edition of Juniper's report into the NFC Retail Market & Mobile Payments industry comes in the wake of Apple's decision not to include an NFC chipset in the iPhone 5 - a move which has in turn prompted many players across the value chain to reappraise the short and medium term potential of the technology.

Taking into consideration this and other key developments over the past six months this market update includes revised forecasts for NFC retail payments, ticketing and coupons, together with an exhaustive analysis of the likely impact those developments will have upon vendor, retailer and consumer activity.

Market forecasts Based on a combination of primary research interviews with leading industry participants and secondary research, Juniper provides regional forecasts of: - NFC handset adoption - NFC retail transaction volumes and values - Operator retail payment management revenues - NFC coupon and ticketing volumes.

Readers can also benefit from the accompanying Excel dataset. This provides regional data including 46 tables and nearly 3000 data points. It also provides additional granularity splitting NFC handset adoption by 36 countries (including China, Germany, UK, US and Korea).

What this report covers

  • Key regional NFC forecasts.
  • Vendor Matrix and Vendor profiles assessing selected vendors
  • Expert analysis and interviews with leading players
  • Strategic recommendations

Containing key regional NFC Forecasts, the report examines the roles played by network operators, financial institutions, OTT providers and retailers, and through a series of case studies explores the opportunities for each of these players. The vendor matrix offers an assessment of selected active vendors summarising player capability and is accompanied by vendor profiles concluding with Juniper's views of the key strengths and opportunities for each vendor.

Companies Referenced

Case studies and Companies profiled:

Corfire, Ericsson, Gemalto, Giesecke & Devrient, Google Wallet, MoreMagic, Nokia, NXP, Oberthur Technologies, Proxama, Singapore IDA, VeriFone

Companies interviewed:

CorFire, Eagle Eye Solutions, Ericsson, Giesecke & Devrient, GSMA, Mobile Marketing Association, MoreMagic, NXP, SIMalliance, VeriFone, Visa Europe

Companies Discussed:

2ergo, Aeroexpress, AIS (Advanced Info Services), Amazon, Ambiq, America Movil, American Eagle Outfitters, American Express, Apple, AT&T, AVEA, Axiata Group Berhad, AXIS, Barclaycard, Bharti, Blackberry, Bloomingdale's, Bouygues Telecom, Capital One, Chase, China Telecom, China Unicom, China Union Pay, Citi, Cityzi, CorFire, Credit Agricole, CSL, Deutsche Telekom, Dubai Roads & Transport Authority, Eagle Eye, eBay, Elisa Corporation, Emirates Integrated Telecommunications Company, PJSC (du), Ericsson, Etisalat, European Payments Council, Everything Everywhere, EZ Link, Facebook, FINNAIR, First Data, Gameloft, Garanti Bank, Gemalto, Georgia Credit Union, Giesecke & Devrient, Global Platform for NFC, Globe Telecom, Google, GOTrust Technology Inc, HTC, InComm, INSIDE Secure, KASIKORNBANK, KPN, KT Corporation, La Caixa, LG, LINK Mobility, Macy's, MasterCard, Maxis, MINICK, Mobily, MoreMagic, Moscow Metro, mSolutions, MTN Uganda, MTS, MTV, New York Metropolitan Transit Authority, NFC Forum, Nokia, NXP, Oberthur, Orange, PayPal, Playphone, Proxama, Proximus, Qtel Group, RadioShack, Renfe, Rogers Communications, Samsung, Saudi Telecom Company (STC), Second Life, SFR, SIMalliance, SK C&C, SK Telecom, Smart, Softbank Mobile, Sprint, Starbucks, Starhub, Subway, Sulake, Target, Telecom Italia, Telecom New Zealand, Telecom Slovenije, Telefonica, Telekom Austria Group, Telenor, TeliaSonera, Telus, TMN, T-Mobile USA, Toys"R"Us, Turkcell, Twitter, Vagverket, Valassis, Verifone, Verizon, VimpelCom, VIVA Bahrain, Vodafone, Walgreens, Wal-Mart, Yoigo

Table of Contents

Executive Summary

  • ES1 Introduction
    • Figure ES1: The Mobile Device in the Retail Customer Journey
  • ES2 Trends, Drivers & Constraints
    • Figure ES2: NFC Payment Trends, Drivers & Constraints
  • ES3 Forecast Methodology
    • Figure ES3: NFC Retail Payments Market Forecast Methodology
  • ES4 NFC Native Handsets & Interim Solutions
    • Figure ES4: Global Comparison: NFC Handsets vs. Interim Solutions (m) 2012-2017
    • Table ES1 Global Comparison: NFC Handsets vs. Interim Solutions (m) 2012-2017
  • ES5 The NFC Retail Payments Market
    • Figure ES5: Total Value of NFC Retail Payments Transactions ($m) Split by 8 Key Regions 2012-2017
    • Table ES2: Total Value of NFC Retail Payments Transactions ($m) Split by 8 Key Regions 2012-2017
    • Figure ES6: NFC Transaction Forecast Comparisons, May 2012 vs December 2012: North America & Western Europe
    • Table ES3: NFC Transaction Forecast Comparisons, May 2012 vs December 2012 ($m): North America & Western Europe
  • ES6 Recommendations

1. NFC Retail Payments Definition, Context & Segmentation

  • 1.1 Introduction
  • 1.2 NFC's Pivotal Role in Retail
    • Figure 1.1: The Mobile Device in the Retail Customer Journey
  • 1.3 Mobile Commerce
    • Figure 1.2: Mobile Commerce Market Segmentation
    • 1.3.1 Mobile Payments
    • i. Mobile Money Transfer
    • ii. Point of Sale (POS) Payment
    • 1.3.2 Mobile Retail Marketing
    • i. Mobile Advertising
    • ii. Mobile Coupons & Vouchers and Mobile Loyalty
    • 1.3.3 The Holy Grail of Mobile Retail Marketing & Payments
  • 1.4 NFC Market Players
    • Figure 1.3: The NFC Retail Payments Ecosystem
    • i. Mobile Network Operators (MNO)
    • ii. Financial Institutions
    • iii. Handset manufacturers (OEMs)
    • iv. Technology providers
    • v. Merchants
    • vi. Consumers

2 NFC Trends, Drivers & Constraints

  • 2.1 Introduction
  • 2.2 Overview 24
    • Figure 2.1: NFC Payment Trends, Drivers & Constraints
  • 2.3 Trends
    • Figure 2.2: NFC Mobile Ticketing Market Synergies
  • 2.4 Drivers
    • i. Case Study: Google Wallet
    • ii. Google Wallet: Verifone NFC POS
    • iii. Google Wallet: CorFire NFC TSM
    • 2.4.2 Positive Trial & Commercial Service Feedback
    • Table 2.1: NFC Launches by Country 2011-2012
    • 2.4.3 MNO Investment
    • 2.4.4 NFC Support Initiatives
    • Figure 2.3: Ericsson Networked Society City Index
    • i. Case Study: Singapore IDA
    • 2.4.5 Emerging Market Interest
  • 2.5 Constraints

3 The NFC Ecosystem & Business Models

  • 3.1 Introduction
  • 3.2 The NFC Ecosystem
    • Figure 3.1: The NFC Payments Ecosystem
    • 3.2.1 Acquirer
    • 3.2.2 Payment Network Provider
    • 3.2.4 Wallet Developer
    • 3.2.5 OS Provider
    • 3.2.6 Value Added Service Provider
  • 3.3 The NFC Business Model
    • 3.3.1 The "Keys" Issue
    • 3.3.2 Consortia Status
    • i. "Single Player" Consortia
    • ii. Two Party Consortia
    • iii. MNO-led Consortia
    • iv. "Integrated" Consortia
    • Figure 3.2: Cityzi Branding
    • v. Conclusion
    • 3.3.3 MNOs
    • i. MNOs and the SIM SE
    • ii. MNO Advantages
    • iii. MNO Initiatives
    • a. MNO Example: ISIS
    • Figure 3.4: ISIS Mobile Wallet Screenshot & Retailer Logo
    • b. MNO Example: Project Oscar
    • v. Conclusion
    • 3.3.4 Financial Institutions
    • i. Financial Institution Constraints
    • ii. Financial Institution Imperatives
    • iii. Financial Institution and the microSD SE
    • Figure 3.5: GOTrust microSD NFC SE
    • iv. Visa Europe Interview
    • v. Conclusion
    • 3.3.5 OTT & OEMs
    • i. Background
    • ii. OTT
    • iii. OEMs
    • iv. Conclusion
    • 3.3.6 Retailers
    • i. Background
    • ii. The Retailer Value Proposition
    • Figure 3.7: The Retailer NFC Proposition
    • iii. Potential Retailer Influencers
    • iv. Retailer-led Initiatives

4 NFC-Enabled Handset Forecast

  • 4.1 Introduction
  • 4.2 Methodology
    • Figure 4.1: NFC Retail Payments Market Forecast Methodology
  • 4.3 Mobile Handset Forecast
    • Figure 4.2: Mobile Handset Base (m) Split by 8 Key Regions 2012 - 2017
    • Table 4.1: Mobile Handset Base (m) Split by 8 Key Regions 2012 - 2017
  • 4.4 NFC Smartphones Forecast
    • Table 4.2: NFC Smartphones (% of Total Handsets) Split by 8 Key Regions 2012-2017
    • Figure 4.4: NFC Smartphones (m) Split by 8 Key Regions 2012-2017
    • Table 4.3: NFC Smartphones (m) Split by 8 Key Regions 2012-2017
  • 4.5 NFC Featurephones & Low Cost Handsets Forecast
    • Figure 4.5: NFC Featurephones & Low Cost Handsets (m) Split by 8 Key Regions 2012-2017
    • Table 4.4: NFC Featurephones & Low Cost Handsets (m) Split by 8 Key Regions 2012-2017
  • 4.6 Total Native NFC Handsets
    • Figure 4.6: Total NFC Handsets (m) Split by 8 Key Regions 2012-2017
    • Table 4.5: Total NFC Handsets (m) Split by 8 Key Regions 2012-2017
    • Figure 4.7: Total NFC Handsets (%) Split by 8 Key Regions 2012-2017
    • Table 4.6: NFC Handsets (%) Split by 8 Key Regions 2012-2017
  • 4.7 Interim NFC Solutions Forecast
    • Figure 4.8: Total Number of Mobile Handsets (m) With Interim NFC Capability Split by 8 Key Regions 2012-2017
    • Table 4.7: Total Number of Mobile Handsets (m) With Interim NFC Capability Split by 8 Key Regions 2012-2017
  • 4.8 NFC Native Handsets & Interim Solutions
    • Figure 4.9: Global Comparison: NFC Handsets vs. Interim Solutions (m) 2012-2017
    • Table 4.8 Global Comparison: NFC Handsets vs. Interim Solutions (m) 2012-2017

5 NFC Retail Payments Forecast

  • 5.1 NFC-Enabled Payment Users
    • 5.1.1 Native NFC Handsets in Use for Payments
    • Figure 5.1: Percentage of Native NFC Handsets in Use Split by 8 Key Regions 2012-2017
    • Table 5.1: Percentage of Native NFC Handsets in Use Split by 8 Key Regions 2012-2017
    • Figure 5.2: Native NFC Handsets in Use for Payments (m) Split by 8 Key Regions 2012-2017
    • Table 5.2: Native NFC Handsets in Use for Payments (m) Split by 8 Key Regions 2012-2017
    • Figure 5.3: Native NFC Handsets in Use as % of All Mobile Handsets Split by 8 Key Regions 2012-2017
    • Table 5.3: Native NFC Handsets in Use as % of All Mobile Handsets Split by 8 Key Regions 2012-2017
    • 5.1.2 All NFC-Enabled Handsets in Use for Payments
    • Figure 5.4: NFC Handsets & Interim Solutions in Use for Payments (m) Split by 8 Key Regions 2012-2017
    • Table 5.4: NFC Handsets & Interim Solutions in Use for Payments (m) Split by 8 Key Regions 2012-2017
    • 5.1.3 Native NFC Handsets in Use for Payments by SE Controller
    • i. MNO-Controlled Payment Users
    • ii. FI-Controlled Payment Users
    • iii. OTT-Controlled Payment User
    • Figure 5.5: Native NFC Handsets in Use for Payments (m) by SE Controller 2012-2017
    • Table 5.5: Native NFC Handsets in Use for Payments (m) by SE Controller 2012-2017
  • 5.2 NFC Retail Payment Transactions
    • 5.2.1 Average Number of NFC Retail Payments Transactions
    • Figure 5.6: Average Number of NFC Retail Payments Transactions per User p.a. Split by 8 Key Regions 2012-2017
    • Table 5.6: Average Number of NFC Retail Payments Transactions per User p.a. Split by 8 Key Regions 2012-2017
    • 5.2.2 Total Number of NFC Retail Payments Transactions
    • Figure 5.7: Total Number of NFC Retail Payments Transactions (m) p.a. Split by 8 Key Regions 2012-2017
    • Table 5.7: Total Number of NFC Retail Payments Transactions (m) p.a. Split by 8 Key Regions 2012-2017
  • 5.3 NFC Retail Payments Transaction Value
    • 5.3.1 Average NFC Retail Payment Transaction Value
    • Figure 5.8: Average Value of NFC Retail Payments Transactions ($) Split by 8 Key Regions 2012-2017
    • Table 5.8: Average Value of NFC Retail Payments Transactions ($) Split by 8 Key Regions 2012-2017
    • 5.3.2 Total NFC Retail Payments Transaction Value
    • Figure 5.9: Total Value of NFC Retail Payments Transactions ($m) Split by 8 Key Regions 2012-2017
    • Table 5.9: Total Value of NFC Retail Payments Transactions ($m) Split by 8 Key Regions 2012-2017
    • Figure 5.10: NFC Transaction Forecast Comparisons, May 2012 vs December 2012: North America & Western Europe
    • Table 5.10: NFC Transaction Forecast Comparisons, May 2012 vs December 2012 ($m): North America & Western Europe
  • 5.4 MNO NFC Retail Payment Management Revenues
    • 5.4.1 Total MNO NFC Retail Payment Management Revenues
    • i. Initial Provisioning Fees
    • ii. Annual SE Rental Fees
    • iii. Customer Care Fees
    • Figure 5.11: Total MNO NFC Retail Payment Management Revenues ($m) Split by 8 Key Regions 2012-2017
    • Table 5.11: Total MNO NFC Retail Payment Management Revenues ($m) Split by 8 Key Regions 2012-2017
    • 5.4.2 MNO Incremental NFC Retail Payment ARPU Opportunity
    • Figure 5.11: MNO NFC Retail Payment Incremental ARPU Opportunity ($) Split by 8 Key Regions 2012-2017
    • Source: Juniper Research
    • Table 5.11: MNO NFC Retail Payment Incremental ARPU Opportunity ($) Split by 8 Key Regions 2012-2017

6 NFC Metro Ticketing Forecast

  • 6.1 Introduction
  • 6.2 Metro Ticketing
  • 6.3 NFC Metro Ticketing Forecasts
    • 6.3.1 Methodology
    • Figure 6.1: NFC Ticketing Methodology
    • 6.3.2 NFC Metro Ticketing Users
    • Figure 6.2: Mobile Phone Users (%) Who Use NFC Metro/Bus Mobile Ticketing Split by 8 Key Regions 2012-2017
    • Table 6.1: Mobile Phone Users (%) Who Use NFC Metro/Bus Mobile Ticketing Split by 8 Key Regions 2012-2017
    • 6.3.3 NFC Metro Ticketing Transactions
    • Figure 6.3: Average Number of NFC Metro Ticketing Transactions per User p.a. Split by 8 Key Regions 2012-2017
    • Table 6.2: Average Number of NFC Metro Ticketing Transactions per User p.a. Split by 8 Key Regions 2012-2017
    • Figure 6.4: Total Number of NFC Metro Ticketing Transactions (m) p.a. Split by 8 Key Regions 2012-2017
    • Table 6.3: Total Number of NFC Metro Ticketing Transactions (m) p.a. Split by 8 Key Regions 2012-2017
    • 6.3.4 NFC Metro Ticketing Transaction Value
    • Figure 6.5: Average Value of NFC Metro Ticket Transactions ($) Split by 8 Key Regions 2012-2017
    • Table 6.4: Average Value of NFC Metro Ticket Transactions ($) Split by 8 Key Regions 2012-2017
    • Figure 6.6: Total Value of NFC Metro Ticketing Transactions ($m) Split by 8 Key Regions 2012-2017
    • Table 6.5: Total Value of NFC Metro Ticketing Transactions ($m) Split by 8 Key Regions 2012-2017

7 NFC Coupons Forecast

  • 7.1 Introduction
    • Figure 7.1: Mobile Coupon Delivery Options
  • 7.2 NFC Coupons
    • 7.2.1 Proximity Marketing
  • 7.3 NFC Coupons Forecasts
    • 7.3.1 Methodology
    • 7.3.2 Mobile Coupons Users By Mobile Marketing Channel
    • 7.3.3 NFC Mobile Coupons Issued
    • Figure 7.5: Number of NFC Coupons Issued Per Annum (m) Split by 8 Key Regions 2012-2017
    • 7.3.4 Mobile Coupons Issued By Mobile Marketing Channel

8 Vendor Analysis & Matrix

  • 8.1 Vendor Landscape
    • Figure 8.1: NFC Mobile Commerce Vendor Types
  • 8.2 Vendor Analysis
    • 8.2.1 Vendor Assessment Criteria 100
    • Table 8.1: Vendor Capability Assessment Factors
    • 8.2.2 Limitations and Interpretation
  • 8.3 Vendor Positioning Matrix Results
    • 8.3.1 Overall Matrix Position
    • Figure 8.2: Global NFC Mobile Commerce Positioning Matrix
    • 8.3.2 Vendor Groupings
    • i. Summary
    • ii. On Track Vendors
    • iii. Vendors Exceeding Expectations
    • iv. Vendors with Further Potential
  • 8.4 Vendor Profiles
    • 8.4.1 CorFire
    • 8.4.2 Gemalto
    • Ericsson IPX
    • Figure 8.3: Ericsson TSM leveraging IPX Managed Service
    • 8.4.3 Giesecke & Devrient
    • 8.4.4 Nokia
    • 8.4.5 NXP
    • 8.4.6 Oberthur Technologies
    • 8.4.7 Proxama
    • 8.4.8 VeriFone

9 NFC Technology, Infrastructure & Industry Groups

  • 9.1 NFC
  • 9.2 The NFC Retail Payments Technology Solution
    • 9.2.1 NFC Technology
    • Figure 9.1: NFC Retail Payments Logical Architecture
    • i. NFC Controller
    • ii. Secure Element
    • iii. Application Environment
    • iv. User Interface
    • v. Wide Area Modem
    • vi. Contactless Payment (POS) Terminal
    • 9.2.2 The Secure Element
    • Figure 9.2: Handset Physical Architecture including Secure Element Options
    • i. SIM SE
    • ii. Embedded SE
    • iii. MicroSD removable SE
    • 9.2.3 The Trusted Service Manager (TSM)
    • Figure 9.3: Simple NFC Payment Provisioning Architecture
    • Figure 9.4: The Role of the Trusted Service Manager
    • Figure 9.5: The Operation of the Trusted Service Manager
    • 9.2.4 Interim NFC Technology Solutions
    • Figure 9.6: Integration Phase Comparison - NFC and Mobile Broadband
    • i. Stickers
    • Figure 9.7: Twinlinx My-Max NFC Sticker
    • ii. MicroSD Cards
    • Figure 9.8: Giesecke & Devrient NFC SD Card
    • iii. NFC Case or Sleeve for Smartphones
    • Figure 9.9: NFC Case for iPhone
  • 9.3 NFC Industry & Trade Groups
    • 9.3.1 GSMA
    • i. GSMA Mission
    • Figure 9.10: GSMA NFC SIM Concept
    • ii. GSMA Interview
    • iii. GSMA Activity
    • 9.3.2 NFC Forum
    • Figure 9.11: Uses of NFC
    • Figure 9.12: N-Mark Logo
    • 9.3.3 SIMalliance
    • i. Organisation & Membership
    • ii. SIMalliance Interview
    • Figure 9.13 Worldwide SIM Shipments 2010 vs 2009
    • 9.3.4 GlobalPlatform for NFC
    • Figure 9.14: SIM Security Domains
    • Figure 9.15: GlobalPlatform SE Specification Programme
    • 9.3.5 Mobile Marketing Association
    • i. MMA Focus
    • ii. MMA Interview
Back to Top