US demand for smart labels will grow by 11.1 percent annually through 2009, driven mainly by declining costs and new industry mandates for radio frequency identification (RFID) tags. Interactive packaging labels (e.g., thermochromatic, time-temperature indicator) will also show strong gains. The dominant electronic article surveillance (EAS) sector will remain flat.

This study analyzes the US smart label industry. It presents historical demand data (1994, 1999, 2004) and forecasts to 2009 and 2014 by smart label product (e.g., RFID, electronic article surveillance labels, interactive packaging), and by application (e.g., retail and distribution, government and institutional, service).

The study also considers market environment indicators, details industry structure, evaluates company market share and profiles 35 major smart label producers including Tyco International, Checkpoint Systems, and 3M.

                           TABLE OF CONTENTS
                                    
  
  SECTION                                                          PAGE
  
         INTRODUCTION                                                ix
  
   I.    EXECUTIVE SUMMARY                                            1
  
  II.    MARKET ENVIRONMENT                                           4
         General                                                      4
         Macroeconomic Outlook                                        5
         Consumer Income & Spending                                   8
         Retail Sales                                                 9
         Manufacturing Outlook                                       12
         Business Establishments                                     15
         Government Spending & Investment Outlook                    17
         Trade & Distribution Sector Outlook                         18
         Mailing & Shipping Trends                                   20
           US Postal Service Outlook                                 21
           Automation Technologies                                   23
         Health Expenditure Outlook                                  25
         Labeling Trends                                             27
         Automatic Identification Outlook                            31
           Bar Coding Outlook                                        32
           Competitive Profile                                       35
         Packaging Outlook                                           37
         Electronic Security Outlook                                 40
         Historical Trends                                           42
         Pricing Trends                                              46
         Regulatory & Related Issues                                 49
           Standards                                                 52
           Mandates                                                  55
           Privacy Issues                                            58
           Environmental Considerations                              61
         World Markets & Foreign Trade                               63
  
 III.    RAW MATERIALS                                               66
         Raw Material Use                                            66
         Electronic Components                                       68
         Carriers                                                    69
         Inks & Coatings                                             70
  
  IV.    PRODUCTS                                                    73
         General                                                     73
         RFID                                                        76
           Market Potential                                          78
           Frequency                                                 80
              Low                                                    83
              High                                                   84
              UHF                                                    87
              Microwave                                              90
           Power Supply                                              91
              Passive                                                95
              Active                                                 96
              Semi-Active                                            98
           Intelligence                                              99
              Programmable                                          101
              Read-Only                                             104
         Electronic Article Surveillance Labels                     107
           Source Tagging                                           109
           Technologies                                             111
           Applications                                             114
           Suppliers                                                117
         Interactive Packaging                                      117
           Thermochromatic Labels                                   119
           Time-Temperature Indicators                              121
           Other Interactive Labels                                 122
  
   V.    APPLICATIONS                                               125
         General                                                    125
         Retail & Distribution                                      128
           Security                                                 131
           Primary Packaging                                        133
           Supply Chain Management                                  134
              Advantages                                            136
              Recent Developments                                   138
              Opportunities                                         139
              Threats                                               143
           Other                                                    145
         Government & Institutional                                 147
           Library                                                  150
              Products                                              151
              Vendors                                               153
           Health Care                                              153
           Defense                                                  156
           Postal                                                   158
           Other                                                    160
         Service & Other                                            162
           Office & Factory                                         165
           Aviation                                                 168
              Advantages                                            169
              Applications                                          171
           Package Shipping                                         172
           Other                                                    175
  
  VI.    INDUSTRY STRUCTURE                                         178
         General                                                    178
         Industry Composition                                       179
         Market Share                                               185
           Tyco International                                       188
           Checkpoint Systems                                       189
           3M                                                       189
         Cooperative Agreements                                     190
         Mergers & Acquisitions                                     198
         Manufacturing                                              202
           Labels                                                   203
           Electronic Components                                    204
         Marketing                                                  206
         Company Profiles                                           208
           ACG Identification Technologies, see ASSA ABLOY
           ADT Security Services, see Tyco International Limited       
           Alien Technology Corporation                             209
           Applied Wireless Identifications Group Incorporated      213
           ASSA ABLOY AB                                            215
           Avery Dennison Corporation                               217
           Boise Cascade Company                                    222
           CCL Industries Incorporated                              223
           Checkpoint Systems Incorporated                          225
           Donnelley (RR) & Sons Company                            230
           EM Microelectronic - Marin SA, see Swatch Group             
           HighJump Software, see 3M Company                           
           Identification Technology Group, see ASSA ABLOY             
           Impinj Incorporated                                      232
           Infineon Technologies AG                                 234
           Innovision Research & Technology plc                     236
           Intermec Incorporated                                    237
           Knogo North America, see Sentry Technology
           Lowry Computer Products Incorporated                     241
           M/A-COM Incorporated, see Tyco International Limited
           Matrics Incorporated, see Symbol Technologies
           Metget AB, see ASSA ABLOY AB                                
           Microchip Technology Incorporated                        243
           Moore Wallace, see Donnelley (RR) & Sons
           Neology Corporation                                      245
           PEAK Technologies, see Donnelley (RR) & Sons
           Quatrotec Incorporated, see Alien Technology                
           Roper Industries Incorporated                            246
           Royal Philips Electronics NV                             248
           RSI ID Technologies                                      251
           SAMSys Technologies Incorporated                         253
           SAP AG                                                   257
           Savi Technology Incorporated                             259
           Sentry Technology Corporation                            261
           Siemens AG                                               263
           SOKYMAT AUTOMOTIVE GmbH, see Swatch Group
           Sokymat SA, see ASSA ABLOY AB                               
           Sony Corporation                                         265
           Sun Microsystems Incorporated                            266
           Swatch Group Limited                                     268
           Symbol Technologies Incorporated                         270
           TAGSYS                                                   273
           Texas Instruments Incorporated                           275
           ThingMagic Incorporated                                  279
           3M Company                                               281
           TransCore Holdings Incorporated, see Roper Industries
           Tyco International Limited                               285
           UNOVA Incorporated, see Intermec Incorporated               
           UPM-Kymmene Corporation                                  290
           WS Packaging Group Incorporated                          292
           Zebra Technologies Corporation                           293
         Other Smart Label Companies                                296
  
   


                           LIST OF TABLES
                                   
    TABLE NUMBER                                                   PAGE
  
         SECTION I -- EXECUTIVE SUMMARY
         Summary Table                                                3
  
         SECTION II -- MARKET ENVIRONMENT
    1    Macroeconomic Environment                                    7
    2    Consumer Income & Spending                                   9
    3    Retail Sales                                                12
    4    Manufacturers  Shipments                                    15
    5    Business Establishments                                     16
    6    Government Spending & Investment                            18
    7    Trade & Distribution Sector Indicators                      20
    8    US Postal Service Outlook                                   23
    9    National Health Expenditures                                27
   10    Label Sales                                                 31
   11    Bar Code Equipment Sales                                    35
   12    Packaging Shipments                                         40
   13    Electronic Security Sales                                   42
   14    Smart Label Sales, 1994-2004                                45
   15    Smart Label Prices                                          48
  
         SECTION III -- RAW MATERIALS
    1    Smart Label Raw Material Demand                             67
  
         SECTION IV -- PRODUCTS
    1    Smart Label Sales by Type                                   75
    2    Annual RFID Label Market Potential                          80
    3    RFID Label Sales by Frequency                               82
    4    RFID Label Sales by Power Supply                            94
    5    RFID Label Sales by Intelligence                           100
    6    Electronic Article Surveillance Label Sales                109
    7    Electronic Article Surveillance Labels by Application      116
    8    Interactive Packaging Label Sales                          119
  
         SECTION V -- APPLICATIONS
    1    Smart Label Sales by Application & Function                127
    2    Retail & Distribution Smart Label Sales by Application 
           & Type                                                   130
    3    Retail Security Smart Label Sales by Type                  132
    4    Primary Packaging Smart Label Sales by Type                134
    5    Supply Chain Management Smart Label Sales                  136
    6    Other Retail & Distribution Smart Label Sales by Type      147
    7    Government & Institutional Smart Label Sales by 
           Application & Type                                       149
    8    Library Smart Label Sales by Type                          151
    9    Health Care Smart Label Sales by Type                      155
   10    Defense Smart Label Sales                                  158
   11    Postal Smart Label Sales                                   160
   12    Other Government & Institutional Smart Label Applications  162
   13    Service & Other Smart Label Sales by Application & Type    164
   14    Office & Factory Smart Label Sales by Type                 167
   15    Aviation Smart Label Sales                                 169
   16    Package Shipping Smart Label Sales                         174
   17    Other Smart Label Applications by Type                     177
  
         SECTION VI -- INDUSTRY STRUCTURE
    1    Selected Smart Label Companies                             181
    2    Selected Cooperative Agreements                            192
    3    Selected Acquisitions & Divestitures                       200
  
    

                           LIST OF CHARTS
                                   
    CHART NUMBER                                                   PAGE
  
         SECTION II -- MARKET ENVIRONMENT
    1    Smart Label Sales, 1995-2004                                45
    2    Smart Label Prices, 1994-2014                               49
  
         SECTION III -- RAW MATERIALS
    1    Smart Label Raw Material Demand, 2004                       68
  
         SECTION IV -- PRODUCTS
    1    Smart Label Sales by Type, 1994-2014                        76
    2    RFID Label Sales by Frequency, 2009 & 2014                  82
    3    RFID Label Sales by Power Supply, 2009 & 2014               94
    4    RFID Label Sales by Intelligence, 2009 & 2014              100
  
         SECTION V -- APPLICATIONS
    1    Smart Label Sales by Application, 1994-2014                128
    2    Retail & Distribution Smart Label Sales by Application,
           2004-2014                                                131
    3    Government & Institutional Smart Label Sales by 
           Application, 2004-2014                                   150
    4    Service & Other Smart Label Sales by Application, 
           2004-2014                                                165
  
         SECTION VI -- INDUSTRY STRUCTURE
    1    US Smart Label Market Share by Company, 2004               188