Market Studies

Release: October 2004

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Radio Frequency Identification
 EPC Changes Everything

Option 1 - Entire Study (273 pgs)

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*All options include Appendix 1 & 2
Overview


Detailed RFID report defining the RFID value web, the business case for RFID in the CPC (Consumer Packaged Goods) Market, tagpricing implications, and a list of over 246 companies with ties to the RFID market.

 

This report is in presentation format.

Table of Contents


Executive Summary

Forward & Synopsis

- How this study was conductedRFID
- Where is the market going?

Why EPC changes all aspects of RFID?

What is the current state of the RFID market?

What will it look like in 2008?

Conclusions & strategic issues


Section I - Case and Context for RFID

A significant amount of time has been devoted to the discussion of RFID in companies, the press, and the investment community. Mostly asking questions such as: How much will it cost? Where will the ROI come from? Who will benefit from its use? Where are the opportunities to make money? To effectively answer these questions, and more, the RFID universe must first be put into its proper context. Over the following three chapters (Chapters 1 Ð 3) in Section I Incucomm attempts to structure, define, and make clearer the nascent CPG RFID ecosystem, terminology, and business case.

Chapter 1-Value Web Analysis
  • RFID value propositions mapped to value chain participants
  • Confusion (Value propositions? What is "slap and ship"?)
  • Value web/value layers defined
  • Early CPG contract wins and compliance results
  • Summary of Wal-Mart and other RFID pilot programs
  • Recent M&A actions across the value web
  • Why is CPG so unique?
  • Comparisons of supply chains
  • Why CPG - Why Not Pharma or DoD, or some other supply chain?
  • Global strategy, global connections & global participants

Chapter 2 -Wild Card Firms that Could Change How RFID Develops
  • Nine examples of firms that could change how RFID develops

Chapter 3 - 2008 Value Web Revenue Flows, Revenue Segmentation
  • Value web statistical observations
  • How RFID relates to IT and IT services
  • Strategic implications of revenue flows

Section II - Market Research, Analysis, Survey Findings, Modeling

As with many nascent markets CPG RFID has many layers in its value chain with each layer being somewhat fragmented. In the three chapters (Chapters 4 Ð 6) that encompass Section II, Incucomm seeks to bridge these layers to determine if they can support the necessary business cases in order to make RFID a widespread reality. While other elements are modeled, close attention is paid to the silicon processing aspect of the value chain and the capability and strategic implications of reaching critical price points that support increased market adoption.

Chapter 4 - Strategic Implications of Tag Price Points - 20 cents, 10 cents, 5 cents (business models)

Chapter 5 - Strategic Implications of RFID Tags to World Markets and Semiconductor Firms
  • Semiconductor analysis from silicon to finished labels
  • Production models for 5 and 10 cent tag price points
  • What EPC means in terms of silicon strategy
  • What you must believe if you believe the following process points are possible or impossible( 10, 5 and 1 cent tags)
  • What about chipless tags? Will silicon fizzle out in RFID?

Chapter 6 - Quantitative Modeling Results
  • CPG SKU analysis discussion and modeling description
  • Assessment of current market share
  • Tag sales by type, use and by year, range of outcomes
  • Reader sales by year, range of outcomes
  • Handheld readers, by year, range of outcomes
  • SKUs, cases, pallets shipped, by year, range of outcomes

Appendices

Appendix 1 - RFID; What is it, and how does it work?

Appendix 2 - Acronym Glossary

Appendix 3 - Table of 264 firms, roles in the value web, ownership, URL's, etc.

Appendix 4 - CPG RFID value web participants

Appendix 5 - International RFID firms

Appendix 6 - RFID market model results; tags, readers, cases, SKUs, etc.