| Chapter 1 Executive Summary |
|
| Introduction |
1-1 |
| Executive Summary |
1-1 |
| |
|
| Chapter 2 Factors Impacting the Market |
|
| Market Overview |
2-1 |
| Introduction to the Smart Card IC Market |
2-1 |
| Market Drivers |
2-2 |
| Government and Identification Projects Hold Huge Promise |
2-2 |
| Concern Over Safety for Citizens and Information Injects Promotes Market Growth |
2-3 |
| Europay, MasterCard, VISA (EMV) Continues to Drive Growth |
2-3 |
| E-passports Offer High Volume and Value Growth in the Short-Medium Term |
2-3 |
| SIM Cards Continue to Dominate the Market |
2-4 |
| Developments in the US Spark the Use of Biometrics in E-passport |
2-4 |
| The Emergence of China as the Largest Smart Card Market is a Major Driving Factor |
2-4 |
| Contactless Banking Promises Great Opportunities |
2-5 |
| Mega-SIM, MMC, Memory Storage Cards and Flash Cards all Await on the Horizon |
2-5 |
| Market Restraints |
2-6 |
| Intense Price Pressure Causes Grave Concern for Chip Participants |
2-6 |
| More Success Stories Needed Quickly |
2-6 |
| The Value Chain Rocks Causing Uncertainty |
2-7 |
| Challenges of Successful E-Passports could Dampen the Market |
2-7 |
| Knock on Effect as the Card Market Faces a Price Slump |
2-7 |
| Type of IC |
2-8 |
| Total Market—Memory Versus Microcontroller |
2-8 |
| Memory IC Market |
2-11 |
| Microcontroller IC Market |
2-13 |
| |
|
| Chapter 3 Total Market Analysis |
|
| Market Analysis |
3-1 |
| Total Market |
3-1 |
| Regional Split |
3-3 |
| |
|
| Chapter 4 The EMEA Market |
|
| Market Analysis |
4-1 |
| Introduction |
4-1 |
| Market Drivers |
4-2 |
| EMV Continues to Offer Volume Growth |
4-2 |
| Contactless Technology Continues to Provide Glimpses of Promise |
4-3 |
| Changes in the Value Chain Could Benefit Semiconductor Manufacturers |
4-3 |
| Near Field Communication (NFC) Reader to Reader Technology |
|
| Extends Contactless Technology to the Next Level Giving the Market Huge Potential |
4-3 |
| Market Restraints |
4-4 |
| Pricing Pressures Squeeze Vendors |
4-4 |
| SIM Cards Face Stiff Competition from Flash Cards |
4-4 |
| Value Added Offerings Cause a Shift in the Value Chain and Provides Uncertainty for Future Relationships |
4-5 |
| Trends and Forecasts |
4-5 |
| High Speed SIMs Evenly Split the Market |
4-15 |
| |
|
| Chapter 5 The APAC Market |
|
| Market Analysis |
5-1 |
| Introduction |
5-1 |
| Market Drivers |
5-2 |
| EMV Migration for Payment Cards Still in the Growth Stage |
5-2 |
| India on the Verge of Larger Rollouts |
5-3 |
| Larger Memory Chips Gaining Ground |
5-3 |
| Ongoing 3G Migration Continues in Asia Pacific |
5-4 |
| Market Restraints |
5-4 |
| Low Affordability in Developing Countries |
5-4 |
| Challenges Faced by National ID Cards |
5-5 |
| Lack of Innovation in Smart Card IC Manufacturers Chips in China |
5-5 |
| Trends and Forecasts |
5-5 |
| Transit Cards Moving Beyond Fare Collection |
5-14 |
| China's IC chip Participants Challenged by Global Participants |
5-14 |
| |
|
| Chapter 6 The Americas Market |
|
| The North American Market |
6-1 |
| Introduction |
6-1 |
| Market Drivers |
6-1 |
| Contactless Payment Pilot Advances to Nationwide Rollout |
6-2 |
| Cost Benefit of Single Access Card Solution Promoted |
6-2 |
| Homeland Security Mandates to Hike Demand in Public and Private Sector |
6-2 |
| Federal Banking Guidelines Favor Smart Card Technology Implementation |
6-3 |
| Market Restraints |
6-3 |
| Consumer Phobia of New Technology to Impact Contactless Acceptance |
6-3 |
| Government's Delay in Defining Product Specifications Stalling Rollout |
6-3 |
| Lack of Security Industry Standards Limit Integration of Smart Cards |
6-4 |
| Trends and Challenges |
6-4 |
| Challenges |
6-4 |
| New Market Opportunities |
6-4 |
| The Latin American Market |
6-5 |
| Introduction |
6-5 |
| Market Drivers |
6-6 |
| SIM Platform Continues to Drive Revenue Growth Rates |
6-7 |
| Public Transport Operators Increase Adoption of Smart Card Technology |
6-7 |
| Government ID Promises Progressive Massive Adoption |
6-7 |
| EMV Migration Expands Demand Through Several Latin American Countries |
6-8 |
| Market Restraints |
6-9 |
| Smart Cards and Infrastructure High Costs Increase Pricing Pressures |
6-9 |
| Lack of Business Case for Smart Card Adoption and Upcoming Presidential Elections Retain IC Demand |
6-10 |
| GSM Market Saturation Threatens Main Market Participants |
6-10 |
| Market Trends |
6-10 |
| Low End ICs Promise Massive Implementation |
6-10 |
| No International Mandate Pins Down E-passports' Adoption |
6-11 |
| Market Analysis |
6-11 |
| Market Forecasts |
6-11 |
| |
|
| Chapter 7 Competitive Analysis |
|
| Overall Global Perspective |
7-1 |
| State of the Competitive Landscape |
7-1 |
| China's IC Chip Players Challenged by Global Players |
7-1 |
| Global Performances |
7-2 |
| Regional Performances |
7-8 |
| Supply Chain Developments in North America |
7-15 |
| Further Breakdown |
7-16 |
| Memory IC versus Microcontroller IC |
7-16 |
| Individual Company Performance |
7-24 |
| Infineon |
7-24 |
| Atmel |
7-28 |
| Samsung |
7-32 |
| Renesas |
7-35 |
| Philips Semiconductors |
7-38 |
| STMicroelectronics |
7-42 |
| SST (Emosyn) |
7-46 |
| Others |
7-47 |
| Sony |
7-50 |
| SmartCode Corporation |
7-50 |
| Sharp |
7-50 |
| Inside Contactless |
7-51 |
| Texas Instruments |
7-51 |
| Fujitsu |
7-51 |
| Malaysia Microelectronic Solutions (My-MS) |
7-51 |
| China Participants |
7-52 |
| Smart Card Design Houses |
7-52 |
| Datang Microelectronics Technology Co. Ltd. |
7-52 |
| Shanghai Fudan Microelectronics Co. , Ltd. |
7-52 |
| CEC Huada Electronics Design Co. , Ltd (HED) |
7-53 |
| Shanghai Hua Hong Microelectronics Co. Ltd. |
7-53 |
| Tsinghua Tongfang Microelectronics Co., Ltd. |
7-53 |
| Smart Card IC and Wafer Manufacturers |
7-54 |
| Shanghai Hua Hong NEC Electronics Co. , Ltd. |
7-54 |
| Shanghai Advanced Semiconductor Manufacturing Corp. Ltd. (ASMC) |
7-54 |
| Shanghai Belling Corp. Ltd |
7-54 |
| Smart Card IC Module and Packaging and Testing |
7-55 |
| Shanghai Chang Feng Smart Card Co., Ltd |
7-55 |
| Shanghai Eternal Information Technology Co. Ltd. |
7-55 |
| Historic Market Shares |
7-55 |
| Infineon |
7-55 |
| Infineon |
7-56 |
| Atmel |
7-59 |
| Samsung |
7-62 |
| Renesas |
7-63 |
| Philips Semiconductors |
7-64 |
| STMicroelectronics |
7-67 |
| Others |
7-70 |
| Total Smart Card IC Historic Market Shares |
7-73 |
| Units—Total Market |
7-73 |
| Revenues—Total Market |
7-77 |
| Individual Regional Performances |
7-81 |
| Infineon |
7-81 |
| Atmel |
7-82 |
| Samsung |
7-83 |
| Renesas |
7-84 |
| STMicroelectronics |
7-85 |
| Philips Semiconductors |
7-87 |