Rumors of the next iPhone packing NFC flood the blogosphere every year, but we have yet to see any idevice include the technology. While nearly all of Apple’s competitors have been including NFC in their flagships for years, the Cupertino company has refused to do the same. Apple SVP Phil Schiller spoke on the matter back in 2012 stating, “It’s not clear that NFC is the solution to any current problem.” But once again, reports of NFC being included on idevices have surfaced ahead of the iPhone 6 launch.
“According to Morgan Stanley, Apple is choosing NFC as the key technology for its mobile payments system, with semiconductor company NXP likely providing the necessary wireless hardware. NXP has an existing relationship with Apple, supplying the M7 motion-sensing chip found in the iPhone 5s.
NXP is well positioned to participate in Apple’s mobile payments ecosystem. The company signed a licensing agreement with a customer in Q4’13, who we believe is Apple, related to its emerging ID business. A recent patent filing by Apple revealed potential use of NFC and secure element, which we think could be embedded. NXP has also accelerated R&D spend to support a new program related to the IP deal, with revenue expected in 2H, lining up well with the launch of iPhone 6. We see this potentially adding $250mn in sales and EPS of $0.25 in 2015.”
The 4.7-inch iPhone 6 is rumored to launch sometime in August, with the larger 5.5-inch model coming one month later in September.
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