2018627_艾瑞咨询_2018年中国移动NFC支付行业研究报告（29页）.pdf

NFC 20182 NFC NFC NFC NFC NFC NFC 2017 NFC 48.9 2017Q1-2018Q1 SMS3 NFC NFC NFC Near Field Communication NFC NFC IC NFC NFC NFC IC NFC POS NFC NFC 4 NFC 1 NFC 2 NFC 3 NFC 45 2013 2013 2016 0.1 0.2 1.2 6.0 12.2 58.8 120.3 207.6 287.0 354.4 0.0%89.2%707.0%391.3%103.5%381.9%104.7%72.6%38.3%23.5%2011 2012 2013 2014 2015 2016 2017 2018e 2019e 2020e2011-2020%6 NFC NFC NFC NFC 7 NFC NFC 2010 NFC SIM 2.4GHz POS13.56MHz 2012 12 13.56MHz NFC 13.56MHz NFC-SWP NFC SIM NFC NFC NFC NFC-HCE NFC NFC 2010-2012 2013-2015 2016-8 POS NFC 2017 POS 3300.8 2016 34.5%2017 6373 2016 8.6%POS POS NFC 1063.2 1593.5 2282.1 2453.5 3118.9 3945.4 4553.4 5137.8 49.9%43.2%7.5%27.1%26.5%15.4%12.8%02000400060008000100002013 2014 2015 2016 2017 2018e 2019e 2020e2013-2020 POS POS 4436.3 4984.1 5407.9 5871.8 6373.0 6874.3 7375.6 7876.9 12.3%8.5%8.6%8.5%7.9%7.3%6.8%030006000900012000150002013 2014 2015 2016 2017 2018e 2019e 2020e2013-2020 9NFC NFC 2017 5 OPPO vivo 2017 75.7%2014-2017 NFC 2015 17.1%2017 31.3%NFC NFC 20.4%OPPO18.1%vivo15.4%12.4%9.3%24.3%2017 TOP5 24.5%17.7%26.0%31.3%2014 2015 2016 20172013-2017 OPPO vivo NFC NFC%IDC 10 NFC2017 NFC 48.9 2017 NFC 48.9 2017Q1-2018Q1 2018Q1 NFC 29.4 8.5 10.0 11.9 18.5 29.4 2017Q1 2017Q2 2017Q3 2017Q4 2018Q12017Q1-2018Q1 NFC NFC11 NFC NFC NFC NFC 12-NFC NFC Suica NFC NFC NFC NFC 2004 8 NTT DoCoMo FeliCa FeliCa NFC NTT DoCoMo NFC NTT DoCoMo NTT DoCoMo NTT DoCoMo13 NFC NFC 1.NFC 2.NFC-HCE NFC 3.NFC NFC 1.NFC 2.NFC NFC NFC NFC NFC NFC NFC 14 NFC 1 NFC 2 NFC 3 NFC 415 NFC N=1847 2018 1 iUserSurvey 21 28.6%28.1%22.8%31.3%41.3%48.3%2017 NFC NFC 16 NFC NFC N=1847 2018 1 iUserSurvey 21 N=1847 2018 1 iUserSurvey 21 32.0%28.1%11.1%/NFC Apply Pay 9.2%6.5%7.2%5.3%52.0%23.3%12.9%/7.3%3.9%NFC 50.1%75.3%NFC NFC 17 NFC NFC N=1847 2018 1 iUserSurvey 21 38.0%38.0%NFC 64.1%NFC NFC logo*64.1%2017 NFC NFC 2017 18 NFC NFC NFC NFC N=1847 2018 1 iUserSurvey 21 N=1847 2018 1 iUserSurvey 21 7.6 8.5 NFC NFC 2017 NFC 31.0%27.6%26.4%25.5%15.6%15.1%11.8%2017 NFC NFC%19 NFC NFCNFC-APP-/NFC NFC N=1847 2018 1 iUserSurvey 21 N=1847 2018 1 iUserSurvey 21 7.6 8.4 NFC NFC 2017 NFC NFC 57.9%40.2%34.7%29.5%22.1%21.9%20.8%9.6%2017 NFC NFC%20 NFC N=1847 2018 1 iUserSurvey 21 39.1%34.9%27.0%24.3%18.3%10.7%2017%25.5%15.6%NFC NFC21 NFC 1 NFC 2 NFC 3 NFC 422 NFC 1200 POS NFC POS 1200 POS POS COSTA 7-ELEVEN 23 NFC 1200 POS POS NFC App 24 NFC 1 NFC 2 NFC 3 NFC 425 NFC NFC NFC NFC NFC NFC 26 NFC NFC NFC NFC 27 Keep Learning 400-026-2099 28