This report is no longer available. Click here to view our current reports or contact us to discuss a custom report.

If you have previously purchased this report then please use the download links on the right to download the files.

RFID Profit, Fundraising and Acquisition Strategy

Profit, cash generation, fund raising, acquisition strategy

Updated in Jan 2012
製品情報 概要 目次 FAQ (よくある質問) 価格 Related Content
Who is buying RFID companies - why?
Who is investing in RFID companies - why?
What next?
Why are some RFID companies highly profitable and others collapsing?
 
There is a great need for profit optimization and careful product positioning and repositioning in the frenetic but unforgiving RFID market that is increasing ten times to become a $26 billion business in 2016. RFID is entering most sectors of corporate, public and private life so understanding how to create enduring profit from such a choice of designs and applications, software, hardware and services, calls for great care and modern management tools.
 
Last year, the profits of 1000 RFID activities varied from about ten million dollars to a loss of $53 million. Too much of this was unplanned and unintentional. Some of these companies are growing rapidly and profitably but others have recently gone out of business. Yet, in this fast growing, fragmenting market, the performance of the players obeys rules of the marketplace and success and failure can largely be predicted and controlled. IDTechEx has studied its 2000 case studies of RFID in action in 75 countries and carried out detailed market research to understand what is going on.
 
This unique report on how to make money in RFID is packed with facts and analysis. IDTechEx, a consistently profitable RFID business, explains the trends, opportunities and tools for optimization of cash generation. It reveals the rationale behind the sudden increase in both fund raising and acquisitions in RFID and who is doing what and why - also what should come next. IDTechEx analyses how to benefit from the trends, interpreting the disruptive new technologies and its 10 year market projection. This lucid and informed examination of how to succeed in RFID should be required reading for all seeking to maximize their contribution to this exciting sector and create enduring profitable growth, from manufacturers to consultants and investors.
 
The 227 page report contains over 65 tables and figures comparing the performance of more than 40 RFID companies in order to explain product positioning, future market opportunities, dangers and other signals ahead. The following 90 companies involved in RFID are referred to in the text:
 
ACG Identification Technology
AeroScout
Alanco Technologies
Alien Technology
Allflex
Applied Digital
ASK
Assa Abloy
Avery Dennison
AVID Wireless
AWID
Cisco
Denstron
DynaSys
Ekahau
EM Microelectronic
Emirates Technical Innovation Centre
EMS
EXI Wireless
G2 Microsystems
Gemalto
Giesecke & Devrient
HID
Hitachi
IDTechEx
IDVelocity
Impinj
Indala
Infolink Systems
Innovision
InSeal SAS
InSync Software
Intellident
Intermec
KSW Microtec
KTP
Lockheed Martin
Linpac
Manufacturing centre of Excellence
MarkIV Industries
Matrics
MeadWestvaco
Metget
MetroLogic
Mu Solutions
MIT
NCR
Nissan
NTT Data
Oat Systems
Omnikey
Omron
OrganicID
OTI
PanGo networks
Philips Semiconductors
PolyIC
PSC
Quatrotec
Radianse
Raytheon
RFID Journal
SAMsys
SATO
Savi Technology
Schwab
Siemens
Sirit
Smartag
Soartech
Sokymat
Sony
Sygade
Symbol Technologies
3M
TAGSYS
Texas Instruments
ThingMagic
TradeWind Technologies
TransCore
Trenstar
Trierenberg Group
Tyco ADT
Ubisense
Verichip
VeriSign
VisibleRF
WaveID
WhereNet
Xterprise
Free RFID Knowledgebase
Purchasers of this report obtain free access to the IDTechEx RFID Knowledgebase for one year. This is the world's largest searchable database of RFID projects, currently running at over 4400 case studies in 123 countries involving over 4440 organisations and linked to 770 relevant company slideshows and audio. It is continuously updated so new projects relevant to this report can be accessed as soon as they come in.
IDTechEx のアナリストへのアクセス
すべてのレポート購入者には、専門のアナリストによる最大30分の電話相談が含まれています。 レポートで得られた重要な知見をお客様のビジネス課題に結びつけるお手伝いをいたします。このサービスは、レポート購入後3ヶ月以内にご利用いただく必要があります。
詳細
この調査レポートに関してのご質問は、下記担当までご連絡ください。

アイディーテックエックス株式会社 (IDTechEx日本法人)
担当: 村越美和子 m.murakoshi@idtechex.com
EXECUTIVE SUMMARY AND CONCLUSIONS
1.INTRODUCTION
1.1.Examples of fund raising in 2006 by RFID-related businesses
1.1.The breakeven curve
1.1.Basic breakeven curve.
1.2.A more realistic breakeven curve
1.2.Type of business
1.3.Typical fund raising and size of ultimate business for companies with various types of activity
2.PRODUCT AND BUSINESS POSITIONING
2.1.Correlations between profit, cash and other business variables.
2.1.Comparison of potential features of HF and NF UHF item level tags
2.1.Methodology of the Strategic Planning Institute
2.1.V curve of maximum enduring profitability with size of business
2.1.1.Product positioning is more important than anything
2.1.2.Detailed SRI findings
2.2.The steepening of the V curve as markets mature
2.2.Redefining the battleground
2.2.SAMsys financials
2.3.Financial results of SIRIT
2.3.V curve of sustainable profitability with size
2.3.Steep V curve for dairy companies in 1974
2.3.2.Minimum size for enduring profitability
2.3.3.Setting up a service business is easier
2.3.4.Riding the V
2.3.5.Lessons from interrogator manufacture
2.3.6.RFID inlets
2.3.7.RFID tags
2.3.8.RFID system integrators and systems suppliers
2.3.9.Niche and volume RFID activities, actual and wannabe
2.4.V curve for some airports
2.4.Experience curves
2.4.Examples of niche and volume players in RFID by value of sales
2.4.2.Care needed
2.4.3.Racing down the experience curve
2.4.4.Puncturing the dream of the one cent chip tag
2.4.5.No guarantees
2.5.V curve for RFID interrogators
2.5.Disruptive products
2.5.1.Parasitic WiFi RFID
2.5.2.Near Field UHF RFID
2.5.3.Near Field UHF RFID vs HF for Item Level Tagging
2.5.4.Printed Thin Film Transistor RFID
2.6.V curve for RFID inlets
2.7.V curve for RFID tags
2.8.V curve for RFID systems and systems integrators
2.9.Experience curve for crushed limestone
2.10.An experience curve for integrated circuit manufacture plotted by BCG
2.11.Extrapolation of historical integrated circuit experience curves showing the unlikelihood of 0.2 cent RFID chips at realistic volumes.
2.12.Global demand for RTLS systems including tags in millions of dollars 2006-2016
2.13.AeroScout WiFi RTLS tags including, at right, one with alarm button
2.14.AeroScout WiFi armbands
2.15.The HF tag that is fitted to Viagra
2.16.Early pallet/ case tag at top compared with item level tag at bottom, both being Far Field UHF constructions
2.17.Demonstration of NF UHF multitag reading of tagged balls in water by Impinj. The reader is the black base to the water tank
2.18.Second demonstration of NF UHF multitag reading on small items by Impinj
2.19.TAGSYS AK Tag Module on a FF UHF antenna
2.20.One of the Impinj designs of FF UHF label for pallets and cases compared with its design of an H Field NF UHF label for small items.
2.21.Combined NF/FF UHF labels and, top right, an H field NF UHF label
2.22.The KSW Microtec combined UHF tag Taurus ™
2.23.Global UHF allocations of license free bandwidth
2.24.The TAGSYS HF tag that it claims is the smallest EPC inlet in the world
2.25.Experimental printed TFTC RFID
3.EFFECT OF COMPETITION AND MARKET GROWTH RATE
3.1.Some areas of over and undersupply in RFID in 2006
3.1.Market growth rate against size vs nearest competitor
3.1.Methodology of Boston Consulting Group
3.2.Useful guidelines
3.2.Boston matrix for innovators creating a new market
3.3.Boston matrix for followers
3.3.Areas of over and under supply
3.4.Examples of matrix positioning in the RFID industry
4.OPTIMUM POSITION IN THE VALUE CHAIN
4.1.Some of the more significant acquirors and their rationale.
4.1.Today’s RFID value chain
4.1.Dynamics of the RFID value chain
4.2.Radical changes ahead for the RFID value chain
4.2.Detailed value chain and dynamics
4.3.Detailed value chain for materials aspects
4.3.Optimum acquisition strategy
4.3.1.Some significant acquirors and their rationale
4.3.2.Profile of SIRIT acquisitions in 2006
4.3.3.MetroLogic acquires Visible RF
4.3.4.Assa Abloy acquires Schwab & Partner Group.
4.3.5.OTI acquires InSeal SAS
4.3.6.NCR buys IDVelocity
4.4.Evolution of the RFID value chain to eliminate the silicon chip
4.5.Evolution of barcode labels and chipless RFID labels
4.6.All eyes right for acquisitions (almost).
4.7.Some RFID acquisition activity on a Boston matrix
5.LESSONS FROM THE IDTECHEX RFID KNOWLEDGEBASE
5.1.Characteristics of applicational sectors from the IDTechEx RFID Knowledgebase of 2000 RFID case studies. Those with legal push are shown in green. Those with many profitable suppliers are shown in yellow.
5.2.Recurrence of profit as a function of frequency of operation of the RFID system
6.UNDERSTANDING THE MARKET 2006-2016
6.1.Details of the special needs often encountered in some medium volume, high value RFID markets
6.1.Some volume applications of RFID commencing in the next few years
6.1.Niche applications – market projections
6.2.Importance of active RFID
6.2.Value of RFID tag and other market, dollars billions 2006-2016
6.2.Active RFID market by value 2006 and 2016 and share of overall RFID market
6.3.Number of tags by item, pallet/case and other, billions 2006-2016
6.3.Examples of specific opportunities
6.4.The smaller categories in number of tags 2006-2016
6.5.Value of the smaller categories of tags 2006-2016
6.6.Technologies that leverage active RFID in today’s new devices.
6.7.Breakdown of the value market for active RFID 2016
7.SOME INTERESTING RFID COMPANIES
APPENDIX 1: HOW EVOLVING RFID LEGISLATION CAN AFFECT THE VALUE OF INVESTMENT IN RFID
7.1.Sokymat statistics
7.1.Savi Technology
7.2.Philips Semiconductors
7.2.Sokymat mission
7.3.Sokymat market sectors
7.3.EM Microelectronic
7.4.Sokymat
7.4.AeroScout WiFi RTLS tags
7.5.AeroScout WiFi armbands
7.5.AeroScout
7.6.Alien Technology
7.7.Sirit
APPENDIX 2: IDTECHEX PUBLICATIONS
APPENDIX 3: GLOSSARY
TABLES
FIGURES
 

About IDTechEx reports

What are the qualifications of the people conducting IDTechEx research?

Content produced by IDTechEx is researched and written by our technical analysts, each with a PhD or master's degree in their specialist field, and all of whom are employees. All our analysts are well-connected in their fields, intensively covering their sectors, revealing hard-to-find information you can trust.

How does IDTechEx gather data for its reports?

By directly interviewing and profiling companies across the supply chain. IDTechEx analysts interview companies by engaging directly with senior management and technology development executives across the supply chain, leading to revealing insights that may otherwise be inaccessible.
 
Further, as a global team, we travel extensively to industry events and companies to conduct in-depth, face-to-face interviews. We also engage with industry associations and follow public company filings as secondary sources. We conduct patent analysis and track regulatory changes and incentives. We consistently build on our decades-long research of emerging technologies.
 
We assess emerging technologies against existing solutions, evaluate market demand and provide data-driven forecasts based on our models. This provides a clear, unbiased outlook on the future of each technology or industry that we cover.

What is your forecast methodology?

We take into account the following information and data points where relevant to create our forecasts:
  • Historic data, based on our own databases of products, companies' sales data, information from associations, company reports and validation of our prior market figures with companies in the industry.
  • Current and announced manufacturing capacities
  • Company production targets
  • Direct input from companies as we interview them as to their growth expectations, moderated by our analysts
  • Planned or active government incentives and regulations
  • Assessment of the capabilities and price of the technology based on our benchmarking over the forecast period, versus that of competitive solutions
  • Teardown data (e.g. to assess volume of materials used)
  • From a top-down view: the total addressable market
  • Forecasts can be based on an s-curve methodology where appropriate, taking into account the above factors
  • Key assumptions and discussion of what can impact the forecast are covered in the report.

How can I be confident about the quality of work in IDTechEx reports?

Based on our technical analysts and their research methodology, for over 25 years our work has regularly received superb feedback from our global clients. Our research business has grown year-on-year.
 
Recent customer feedback includes:
"It's my first go-to platform"
- Dr. Didi Xu, Head of Foresight - Future Technologies, Freudenberg Technology Innovation
 
"Their expertise allows us to make data-driven, strategic decisions and ensures we remain aligned with the latest trends and opportunities in the market."
- Ralf Hug, Global Head of Product Management & Marketing, Marquardt

What differentiates IDTechEx reports?

Our team of in-house technical analysts immerse themselves in industries over many years, building deep expertise and engaging directly with key industry players to uncover hard-to-find insights. We appraise technologies in the landscape of competitive solutions and then assess their market demand based on voice-of-the-customer feedback, all from an impartial point of view. This approach delivers exceptional value to our customers—providing high-quality independent content while saving customers time, resources, and money.

Why should we pick IDTechEx research over AI research?

A crucial value of IDTechEx research is that it provides information, assessments and forecasts based on interviews with key people in the industry, assessed by technical experts. AI is trained only on content publicly available on the web, which may not be reliable, in depth, nor contain the latest insights based on the experience of those actively involved in a technology or industry, despite the confident prose.

How can I justify the ROI of this report?

Consider the cost of the IDTechEx report versus the time and resources required to gather the same quality of insights yourself. IDTechEx analysts have built up an extensive contact network over many years; we invest in attending key events and interviewing companies around the world; and our analysts are trained in appraising technologies and markets.
 
Each report provides an independent, expert-led technical and market appraisal, giving you access to actionable information immediately, rather than you having to spend months or years on your own market research.

Can I speak to analysts about the report content?

All report purchases include up to 30 minutes of telephone time with an expert analyst who will help you link key findings in the report to the business issues you're addressing. This needs to be used within three months of purchasing the report.

What is the difference between a report and subscription?

A subscription from IDTechEx can include more reports, access to an online information platform with continuously updated information from our analysts, and access to analysts directly.

Before purchasing, I have some questions about the report, can I speak to someone?

Please email research@idtechex.com stating your location and we will quickly respond.

About IDTechEx

Who are IDTechEx's customers?

IDTechEx has served over 35,000 customers globally. These range from large corporations to ambitious start-ups, and from Governments to research centers. Our customers use our work to make informed decisions and save time and resources.

Where is IDTechEx established?

IDTechEx was established in 1999, and is headquartered in Cambridge, UK. Since then, the company has significantly expanded and operates globally, having served customers in over 80 countries. Subsidiary companies are based in the USA, Germany and Japan.

Questions about purchasing a report

How do I pay?

In most locations reports can be purchased by credit card, or else by direct bank payment.

How and when do I receive access to IDTechEx reports?

When paying successfully by credit card, reports can be accessed immediately. For new customers, when paying by bank transfer, reports will usually be released when the payment is received. Report access will be notified by email.

How do I assign additional users to the report?

Users can be assigned in the report ordering process, or at a later time by email.

Can I speak to someone about purchasing a report?

Please email research@idtechex.com stating your location and we will quickly respond.
 

レポート概要

ページ 227
Tables 21
図 46
 

Customer Testimonial

quote graphic
"The resources provided by IDTechEx, such as their insightful reports and analysis, engaging webinars, and knowledgeable analysts, serve as valuable tools and information sources... Their expertise allows us to make data-driven, strategic decisions and ensures we remain aligned with the latest trends and opportunities in the market."
Global Head of Product Management and Marketing
Marquardt GmbH
 
 
 

Subscription Enquiry