NXP For Access Control Profile
The most common alternative to HID and its iClass/Seos credentials is European NXP Semiconductors and its MIFARE protocols. But what is known about NXP?
In this report, based on our interview with Patrick Comiskey, Business Development Director at NXP, we profile NXP and discuss the company's access control business. This profile covers:
- Background
- Headcount
- Financials
- NXP In Physical Access Control
- 3 Main Verticals Within Access Control
- MIFARE ICs
- MIFARE 2GO
- Cracked MIFARE Classic Still Used
- Push For Higher Security Standards
- Mobile Credentials Are Growing, But Physical Are Not "Diminishing"
- "Coopetition" With HID
- WaveLynx and NXP Partnership
- Expansion Potential In The NA Market
Executive *******
*** ** * ***** *****-******* ******* (market ************** ** ~$** *******, **** revenue ** $**.* *******) ************ ** manufacturing ************* ********, ********* ***** *** the ********** ********, ** ******* *** wireless ************, *** *** "****** **************" (access *******, **************, ********), ***. ****** the ****** ******* *****, *** ******* supplies *** ******** **** ***** *** readers *** ***'* ****** ******* *********, including *******, ******, ***.
******** ********* *** ***** ******** ******, *** **** **** ** **** the ********* *** *********. **** *** offering ********* ****** ******* ********* *** HID ***** ***'* ***** ******** (** it ******** *** *** ***'* ******* and ***********), *** ************ ******* ********* is *********** - *** ********* ** as "***********."
** *** ******** *********** * **** for ****************, ***** *******'* ******** ********** **** *********** *** ******** ** *****, *****'* an *********** *** ***'* ********* ** gain ***** ******** *** ****** *** dynamics ** *** ** ****** ******* market. *** *** ******* ******* **** market ***** ******* ** ** ****, with *** ********* ** ***** *** details ** *** ****** ***** **** IPVM.
******,********, *** ****** ** * ***** PE ****, ** * ******* *********** to ***, *** **** ** ***** NXP's ******* *** ******* **** *** products, *** **** ** ******** *** see *** ********* ***** **** ****** used ** *** ** ****** ** the ******.
**********
*** **************** * ***** ************ *********** ** 2006 ** * ****-*** **** ******* Semiconductors. *** **** ******** ** *** main *********, **** ********* ** *** *******, *********:
- **********
- ********** ***
- ******
- ***** ****
- ***** ****
- ************* **************
***'* ****** ******* ******** ***** ****** two ********* - ****** *** ***** city - **** *** ******, ** the **** *******, ************* ****** *********** and *** ****** ************* ******** *********** and ***** ****** ******* **********.
********* ** **********'* ** **** **********, *** ******** ** ***'* ******** is ************ ** *** ********** ********, as ** *** **%+ ** *** revenue ** **** (***'* ********** **** be ********* ** ******* ****** *****). NXP's ******** ** ******** *********** **** IPVM **** ****** *** ********** ********, the ******* ***** "***** ********** **** goes **** * ***," ********* **** different *******, ****************, ***.
** *** "******" **** ** ***'* business, *** ******* ******** "****** **************" for ****** *******, **************, *** ********. While *** *******'* ********** ******** ** the ******* ******, *** "******" **** is *** ******** *** *********** **** 12% ** *** *******'* ******* ** 2022, ********* ** *** *******'* ** 2022 *******:
Employee *********
*** ** * *****-******** ******* **** 33,000+ *********, ** ********** ****** **** ** *** *******:
*** ******* ****** ** *** *******'* employees ** ** *** **** ****** (with **%). ******** ** *** ******** region *** *** *******, ******** *********-****, with **** **% (******* ~*,*** *********). For **********,******** ***** **** ~*,*** ** ********* for ***, ***** ** ************* *****.
**********
** ****, *** ****** * ******** traded *******, *** ** ** ******** 2023, *** ****** ************** ** $**+ billion, *** *** ******* **** ~$**.* billion ** ******* ** ****. **** NXP *** *********** ****** ******* ** a ******** ********, *** ******* **** not **** *** ***** ******* ** the ********, ** ** ** ********* to ******** *** *******.
*** ****** **** ** *** *******'* business (***** ************ **** ****** *******) grew ** **% ** *** ******* in *** ******* ********* **** $*.* to $*.* *******, *** *******, *** revenue ** *** ****** *** ******** grown *** *** **** *** *****.
******** ** **** *** ****, *** projects * **% ****** ** ******* company-wide *** * **% ****** ** the ****** ******.
***'* ******** ********** **** ******** ** recognized ** * **** ** *** "smart ****" ********, *** *** *** not **** *** ******* *** **** segment, ** **'* ********* ** ********* say **** *** ******* ** **** selling ***** *** ****** ******* *****. However, **** ******** **** ** ****** more **** $* ******* ********.
*******, *** *******'* ***** *** ***** 1,500%+ ***** *** ****** ****** ** 2010:
NXP ** ******** ****** *******
***** *** ******* **** *** ******* whole ******* *** *****-**-*** ******** ***********, unlike ***, *** ****** * **** of ***** *** ***********, ********* *** for ***-******* ****** ******* ***********, *********** for *******, ****, ***. *** ******* below ***** *** *******'* **** *********** of *** ****** ******* ******:
3 **** ********* ****** ****** *******
*** **** **** **** ****** ****** control, ********* *********, *********, *** ***********, with ********* *** ********* ***** **** than **% ** *** *******'* ********:
*** *** *** ** ******** [*** access ******* ******],one ******** ***** ** *** ********* [***] *********. Then another ******** ***** ** ***********, where we also are a market leader, or we have a very strong market share.
I ***** *** ******* **% ** ********* *** *********, **** **** **%, and then you have the **************** ****** [******] ********** ** ****, ... **'* **** ** *****, [*****]**-**%. *** ****we **** **** *** ******* *** ************* **** where they use more low budget products. [emphasis added]
MIFARE ***
*** ****** ********-***** *********, ********* ****** ******* (****** *******), DESFire, ****, *** **********, ********** * notable ******* ** *** *******'* ********** technology. *** * ***** ** *****, NXP ****** **** "*.* ******* ****** have ***** ****** ** ******" (*** used *** ****** *********, ****** *******, etc.):
*** ***** ********* *** ** (**.** MHz), *** ******** ******* ********* ** security, *****, ******, ***.***'* "***** ******** *****"***** ********* *** *********** *********** ******* the *********:
*** **** ****** ********, *** ******* recognizes *** ****** ******, *** *******, while ******* ** ***** *** ****** control, **********'* ****** ****** ** "***** cards", ********* ** *** *******'* *******.
**** ***** ** ******* ******** ******* discussing *** ********** ******* ********* *** access ******* *********.
No ****** ********* *** ****** *******
***** ***-********* *********** (**** ** ****) are ***** **** ** *** ********, NXP **** *** ***** *** ***-********* protocols *** ******** ****** *******. *** company, *******,****** **** ***-********* ******** *** ********* monitoring.
MIFARE ***
****** ***** *** *******'* "***** ******** **** manages ********* ****** *******-***** *********** **** mobile *** ******** *******" *** ** an ********* **** ** ***'* ********. While ****** *** ********* ******* ** public *********, ** **** *** *** cases *** ******** ****** *******.
*** ********** *********, ** ******** ******* and ****** ****, ** *** ******* highlights ** *** *******:
Cracked ****** ******* ***** ****
***** *** *******'* ***** **.** *** access ******* ********,****** *******, *** **** ******* ***** *** late *****, *** **** **** **** ~10% ** *** *********** ********* *** its ****** ******* (** "******," ********* to ** *** **************). ****** ******* was ******** ** **** *** **** a *********** ************ ***** ****** ****** 1. ** *** ******* *** *******, the ******* "******* * ******" *** decided ** ***** ********-********** ************ **********, such ** **** *** ***, *** told ****:
* ***** **** ********* *** ****** good, ****'* ****'* **** ** **** we *******. *** ***** **** ***we ******* * ****** **** **** **** ****** ********** **** *** *******. So really everything we released is based off of industry standards, whether it's AES or 3DES [emphasis added]
Push *** ****** ******** *********
***** *** *******'* ****** ******* ** still ****, *** **** **** **** they *** ******* *** ****** ******** protocols, ****** **** *** ******* *** its *********, ** *** *********** *** push *** ******** *** ****** ** adopt **** ****** ************:
We ***'* ********* *** ****** *******, but it is, for instance, used a lot in national entertainment and also still in hospitality, but we now see a big change in hospitality. There's * ****** **** *** ** *** ***** ***** ****** **** ******, ******** *** ** **, ** **** ** **** ********. [emphasis added]
Mobile *********** *** *******, *** ******** *** *** "***********"
******* ** **** ******* ** *** industry, *** **** *** ****** ** mobile ***********, *** **** "***'* *** the **** **** ** ** *********** diminishing", ** *** ******** *** ******** Development **** ****:
We *** *** *** **** *** * ********* ********** *******. We don't *** *** **** **** ** ** *********** *********** but people want to use convenience and have the same level of security. So more and more we see onboarding in higher ed, public transit, it's a little slower, but steady. Steady interest, steady work toward doing digitize credentials. So **'* * ***** ***** *** **. [emphasis added]
"Coopetition" **** ***
***** *** ****** *** *** ****** control *********, **** ** *******, ** also ******** *** **** ***** *** its ********, ****** *** ************ ******* the ********* **** **** ***-***********. *** described ** ** **** ** "***********":
We **** **** ***. ** ******'* **** **** ** ********* ** *** ******. We have a relationship with them. There's quite a bit of NXP product on the reader side, they do support the MIFARE protocol.
**** **** ***** *** ****** ** product ***** ***** ******* **** **, but * ***'* ****I ***** *** * **********, ******** **** *************, ***** **** coopetition [******** *****]
*******, *** ******* **** ********* **** the ********* *** "** ********* ****** of *** ***** *****":
So ** *** ** * ********* ***** ** *** ***** *****. But in ******* **** ** ***** ** *********** because we offer also product which they would offer [emphasis added]
WaveLynx *** *** ***********
*** ** *** **** ********* ***'* competitors,********, ** *** ** ***'* ******** as **** **** **** *** ********* and ** *** ******* *** ****. Moreover, *** *******'* **************** **********,****, ** **** ***** ** *** DESFire *********.
**** ***** ** ***** **** ** a ******** ****** ** *** ******.
Upcoming *** *******
**** ** *** ***** ** *** series ** ******* ** ***. ** the ******** *******, **** ***** ** examine ******* ****** *********, ******* *** and ***, ***.