In the end, the reasons why Apple may finally incorporate an NFC radio/antenna subsystem is simple: there is a potentially huge demand for it. When you have:
1. Apple signing a big deal with China UnionPay for mobile payments.
2. The Japanese and South Korea cellphone carriers quietly prodding Apple to incorporate NFC for widely-used NFC mobile payment systems in those countries.
3. The ISIS consortium prodding Apple to incorporate NFC so ISIS payment terminals can be rolled out in a big way across the USA.
These three means there is a potentially huge market for NFC-equipped iPhones. With Apple going to an all-new case design for the iPhone 6 models, they can incorporate an NFC radio/antenna subsystem without increasing the thickness of the case itself.
1. Apple signing a big deal with China UnionPay for mobile payments.
2. The Japanese and South Korea cellphone carriers quietly prodding Apple to incorporate NFC for widely-used NFC mobile payment systems in those countries.
3. The ISIS consortium prodding Apple to incorporate NFC so ISIS payment terminals can be rolled out in a big way across the USA.
These three means there is a potentially huge market for NFC-equipped iPhones. With Apple going to an all-new case design for the iPhone 6 models, they can incorporate an NFC radio/antenna subsystem without increasing the thickness of the case itself.