PARIS, France – Smart card vendor association Eurosmart estimates the industry will have shipped nearly 100 million NFC-enabled SIM cards and embedded secure elements by the end of 2012–a figure it projects will double in 2013.
The forecast is not a projection of NFC phone shipments, since some NFC phones can support two or even three secure elements–SIMs–embedded chips and microSD cards–while some NFC phones support no secure elements at all.
NFC chip market leader NXP Semiconductors has said that about two-thirds of its NFC chip shipments this year will include embedded secure elements. Even more of these same NFC chips will support the single-wire protocol standard and SIM cards as secure elements in handsets. Most of NXP’s chip shipments go for NFC-enabled Android phones. UPDATE: Vendor group SIMalliance estimated that vendors shipped 30 million NFC-enabled SIM cards in 2012, meaning most of the secure element shipments were embedded chips for the year. END UPDATE.