NXP, Infineon, Oberthur, and Morpho major winners in 2012 smart card and IC market shares analysis

ENGLAND: In 2012, 7.95 billion smart cards and 7.99 billion ICs shipped—a rise of 9.4 percent and 12 percent, respectively YoY. IC revenues hit a new high, with NFC RF and secure elements providing a more established proportion of IC revenues which totaled $2.69 billion in 2012.

In terms of overall IC market shares, NXP moved to the number one position for revenues with just shy of 30 percent share. Its success in NFC RF and secure element shipments, in excess of 200 million units combined, strengthened its IC revenue position. Samsung maintained the number one position for units shipped with over 2.9 billion SIM cards alone.

Infineon has maintained its number one position for the smart card market (excluding NFC and embedded security): it had just over 25 percent share in revenues, driven by continued strong shipments into SIM, payment, and government ID markets.

The top four smart card vendors remain unchanged with Gemalto, Oberthur, G&D, and Morpho maintaining the top four market share positions, based on units. Out of these vendors, Oberthur was the only one to maintain its overall market share percentage; the rest dropping slightly. The highest level of vendor movement was within the government ID vertical.

Morpho was the highest climber within the government ID market, gaining an extra 3 percent in share compared to 2011. Oberthur dipped slightly, subsequently dropping one position and Gemalto, albeit, losing very slight share, still maintained its number one position. G&D also posted slightly lower shipments than 2011.

“NFC is going to become an increasingly important entity within the overall smart card and IC business,” comments research analyst, Phil Sealy. “It will become its own standalone core market within the next two years. Success or failure by smart card and IC vendors alike in the NFC space will ultimately affect future market share rankings.”