Strongest NFC payment chip and label manufacturers or benefit directly

Recently, China UnionPay and telecom operators have successively exerted their strengths in NFC mobile payment, attracting the industry's reverie about the prospect of NFC's beautiful market. Behind several forces pushing NFC payments, some insiders analyzed that the chips and tag manufacturers in the NFC industry chain are the most direct.

The central bank is striving to respond to NFC’s payment of UnionPay and China Mobile’s money

Li Xiaofeng, director of the Office of the Leading Group of the Financial IC Card of the People's Bank of China, recently told the media that the two-dimensional code technology without password authentication can not be widely promoted as a trusted payment technology. As soon as this speech came out, Alibaba and Tencent’s “scan code payment” once again suffered heavy losses, while China UnionPay and China Mobile quickly responded to the money and increased the “NFC payment”.

Today, after many years of interest disputes, UnionPay and China Mobile have finally joined hands to invest and upgrade the hardware configuration of NFC payments. It is reported that UnionPay subsidizes 300~500 yuan for each NFC-supported terminal, and the terminal transformation has already completed one-third; China Mobile subsidizes 30 yuan for each mobile phone to the manufacturer, and the 4G card must be bound with NFC by default.

In fact, some mobile phone manufacturers have already begun to implant chips in some high-end mobile phones, but the user's consumption habits have not yet formed. In addition, the NFC support scene is limited, consumers have no strong willingness to pay, so most merchants are The previous hardware investment was relatively cautious.

Solve the problem of payment scenarios and bring new NFC application derivatives

According to statistics, NFC's payment environment in China is gradually maturing. At present, some large shopping malls, supermarkets, cinemas, etc. have begun to support NFC payments, and most businesses, such as Starbucks, Haidilao, etc., have also supported NFC payments.

According to the latest report from the market research company IHS, it is estimated that the shipment of NFC smartphones will reach 416 million units this year; with the NFC technology becoming mainstream, the shipment of NFC smartphones will climb to 1 billion units. With more and more mobile phone manufacturers and payment merchants joining, the NFC industry is bound to usher in great development. NFC-based services will usher in a blowout.

With the support of NFC technology, through card simulation, people can simulate credit card, debit card, membership card and other cards into the mobile phone, do not swipe the card in the card slot, do not lose the password, do not sign, just touch on the POS machine Payment can be completed. In addition, mobile phones can self-service many financial service applications such as recharge and inquiry. More than just mobile phones, the NFC feature enables close-range wireless communication between mobile devices, consumer electronics, PCs, and smart control tools.

It is reported that Alipay wallet has begun to use the NFC function of the mobile phone to simulate the traffic card to achieve the brushing to expand its application scenario. Therefore, what we have to see is that NFC payment is only the first step in the popularization of NFC applications. Various scenarios of NFC payment widely used in the future may bring about the derivation of NFC applications, which means that there will be more Many NFC application requirements have emerged.

NFC payments promote instant chip and label manufacturers or benefit the fastest

From the perspective of NFC payment alone, the current domestic NFC industry chain is mainly divided into chip, antenna, SIM and SD card manufacturing and related service operators. Although the NFC chip, the domestic Tongfang Guoxin, Datang Telecom, and national technology have all obtained the safety certification of UnionPay card products, but the NFC chips of mobile terminals are mainly controlled by foreign manufacturers.

"Firstly, NFC mobile payment promotion will promote the popularization of NFC mobile phones. When NFC mobile phones become popular, there will be various NFC application modes and NFC application business opportunities, which will drive the application of NFC chips." Domestic well-known NFC tag chips Mr. Liu Jianxin, the deputy general manager of Provider Feiju Microelectronics, pointed out this. Liu believes that the demand for chips for NFC tags will increase significantly. Therefore, he believes that the promotion of NFC payment in the country will be absolutely beneficial to domestic NFC chip manufacturers.

"For the time being, we have little impact on us. NFC's orders have not improved significantly. It may be obvious news for some NFC equipment manufacturers." This is the view from Mr. Sun Bao, director of NFC label manufacturing company Huayang Microelectronics (maybe just right) Confirmed the current industry status). However, Director Sun said that Huayang Microelectronics has begun to develop some NFC tag products derived from NFC payments. He particularly emphasized: "Although NFC tags can't talk about the outbreak of demand for the time being, I believe that with the popularization of NFC payments, some affiliated applications will obviously drive the special demand for NFC tags in the market, depending on the market's response and Variety."

"NFC chip manufacturers and label manufacturers should adjust the product plan in a timely manner in response to the current policy changes." Mr. Chen Jianghan, head of the Shenzhen Internet of Things Exhibition Organizing Committee, said, "The Shenzhen Internet of Things Exhibition in August each year." It will attract a large number of manufacturers from the global NFC industry chain. However, there may be more domestic enterprises in terms of quantity. For example, NFC chip manufacturers mainly include Huada Integration, Shanghai Huahong, Kailuwei, Feiju Microelectronics, etc. NFC tag manufacturers are numerous, such as Dahua Intelligent, Innovative, Afford, Zhenghua and other enterprises, have become the old face of the Shenzhen Internet of Things exhibition, they are based on market changes every year, the latest NFC products."