Google’s move will impact Secure Element makers

Google, a mobile platform maker (of Android), starts to de-emphasize carrier-based NFC. As per IDC’s report (Aug 2013), Android accounts for 79% of the Smartphone shipments as on 2Q2013. iOS (through iPhones) accounts for another 13% of the Smartphone shipments.

If Google manages to establish the Host-Card-Emulation standard as an alternative to the secure-element(SE) based NFC transactions, SE-makers have a steep climb ahead to compensate for lost revenue from SE sales. Read more about Google’s move.

Google says Goodbye to carrier based NFC systems, with HCE

How will SE-makers react to this dynamic?

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