That would mean pressure on the shares of NXP Semiconductors (NXPI), VeriFone (PAY) and others.

FORBES: Apple, iOS 6 & Mobile Payments - One More Thing for the iPhone 5?

That has made NXP Semiconductor (NXPI) a stock to watch given NFC design wins over the last several quarters.

FORBES: Move up http://i.forbesimg.com t Move down

One of their bigger hits last years was in NXP Semiconductor (NXPI), a maker of Near-Field Communication semiconductors for mobile devices.

FORBES: Why Third Point is Good for Yahoo! Employees and Shareholders

Two beneficiaries of that NFC deployment are NFC chip suppliers NXP Semiconductors (NXPI), Inside Secure SA (EPA: INSD), Broadcom (BRCM) and CSR (CSRE).

FORBES: The iPhone 5 And Mobile Payments - Yay or Nay?

V. (NASDAQ: NXPI) provides High Performance Mixed Signal and Standard Product solutions that leverage its leading RF, Analog, Power Management, Interface, Security and Digital Processing expertise.

ENGADGET: NXP's silicon fingerprinting promises to annoy the heck out of ID hackers

While many were initially disappointed that the iPhone 5 did not come with near-field communications (NFC) from the likes of NXP Semiconductors (NXPI), with Passbook Apple has created something rather elegant.

FORBES: Apple's Passbook Hits Its Groove