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Zwipe - Gigantisk miljard marknad!

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En liten sammanfattning om Zwipes marknad. Zwipe har en enorm miljard marknad framför sig. Med massproduktion planerad 2021 så har vi sett en hel del nyhetsflöden senaste tiden. Bland annat insiderköp och nya samarbetspartners. Idag har Zwipe ett börsvärde på ca 150 miljoner, medans IDEX värderas till ca 1,2 miljarder. +1000% mer än Zwipe. FING värderas till närmare 5 miljader

Zwipe går break even på 6 milj kort. Här nedan är några kortproducenter som Zwipe har avtal / partnerskap med. Har även lagt till hur många kort som de producerade år 2018 enligt nilsonreport.com 

Kunde inte hitta exakta antal på alla nedersta kortproducenter men det kan ge ett hum på hur många kort som Zwipe kanske kan vara med i framtiden. Förutom Idemia då deras avtal går ut på att Zwipe får resterande delen av marknaden som inte Idemia har till sina egna kunder. Vilket gör att Zwipe kan ta en marknad på ca 70%

Om vi plussar på alla partners som är här nere så producerade de ca 2 940,3 miljoner kort 2018.

Enligt Nilson så producerades det 6,3 miljarder credit, debit, and prepaid payment cards 2018.

Thales. (Gemalto)

Long standing partnership with Thales (Gemalto), world’s largest card manufacturer

= 927 Mil Visa/Mastercard

Idemia.

Partnering with IDEMIA to offer disruptive biometric payments card platform with Zwipe securing

exclusive global sales & marketing rights

= 800 Mil Visa/Mastercard

G+D.

Selected by Giesecke + Devrient to develop biometric wearable

= 567 Mil Visa/Mastercard

CPI Card Group.

Long standing partnership with CPI Card Group, largest domestic card manufacture in the United States

= 126,8 Mil Visa/Mastercard

= 1,8 Mil Other High-Security Cards

= 23,4 Mil Other Payment Cards

Thomas Greg & Sons do Brasil.

Partnership with Thomas Greg & Sons do Brasil, to enable Latin American marketplace

= 55 Mil cards produced

TAG Systems.

Partnership with TAG Systems, tounlock the fast-mover approach of European-based Challenger Banks

= 26,1 Mil Visa/Mastercard

= 0,3 Mil Other High-Security Cards

= 2,4 Mil Other Payment Cards

Masria Digital Payments

One of the largest smart card manufacturers and digital payments providers in the Middle East and Africa

= 15,9 Mil Visa/Mastercard

= 1,5 Mil Other Payment Cards

Inkript.

Partnership with Inkript, to strengthen position in the Middle East, Africa and Central Asia

= 9,7 Mil Visa/Mastercard

= 1,9 Mil Other High-Security Cards

DZ Card.

Partnership with dz card, strengthening capacity to support issuers in Southeast Asia

= 31,1 Mil Visa/Mastercard

= 10,4 Mil Other High-Security Cards

= 2,1 Mil Other Payment Cards

Goldpac, XH Smart Technology and Silone Cardtech

Partnerships with Goldpac, XH Smart Technology and Silone Cardtech solidifying ability to service issuers in APAC region

Goldpac

= 35 Mil Visa/Mastercard

= 210 Mil UnionPay Cards

= 16,8 Mil Other Payment Cards

= 2,2 Mil Other High-Security Cards

XH Smart Technology

= 14,5 Mil Visa/Mastercard

= 21,2 Mil UnionPay Cards

= 23,8 Mil Other Payment Cards

= 14,4 Mil Other High-Security Cards

Silone Cardtech

Hitachi HighTechnologies

Longstanding partnership with Hitachi HighTechnologies

AllCard Inc.

Partnerships with AllCard Inc. to address opportunities in the Philippines

Asia Credit Card Production Ltd. (ACC)

has chosen to partner with Zwipe in order to offer and roll out a range of biometric payment specific products and services including cards, wearables, enrolment and customer onboarding solutions.

Toppan Forms Card Technologies Ltd

the strongest local card manufacturer in the Hong Kong and Macau region, to collaborate on the product positioning, development and commercialization of biometric payment cards.

Tack vare COVID-19 så ökar contactless betalningar kraftigt

https://www.bloomberg.com/news/articles/2020-04-29/contactless-payments-gain-currency-in-age-of-social-distancing?cmpid=socialflow-twitter%20business&utm_medium=social&utm_content=business&utm_source=twitter&utm_campaign=socialflow-organic

https://www.cnbc.com/2020/04/29/mastercard-sees-40percent-jump-in-contactless-payments-due-to-coronavirus.html?__source=twitter%7Cmain

https://twitter.com/LovestamAndre/status/1256641201635233802

Alla inlägg är mina egna åsikter och skall ej ses som någon slags rådgivning.

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