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Sources: Apple is working to let businesses accept payments on their iPhones without extra hardware, thanks to tech from Mobeewave, which it acquired in 2020

Apple Inc. is planning a new service that will let small businesses accept payments directly on their iPhones without any extra hardware …

Bloomberg Mark Gurman

Context & Ripple Effects

Apple’s 2020 Mobeewave acquisition supplied the tap-to-phone capability behind this reported move. It also follows earlier reports that Apple was opening iPhone NFC access for Apple Pay-like uses, extending the device from a consumer payment tool toward merchant-facing workflows.

The subsequent Tap to Pay rollout described in related coverage makes the commercial model clearer: Apple relies on partner-enabled apps, with Stripe and Shopify named as early partners, rather than positioning the feature as a standalone merchant service.

First-order effects

  • Small businesses would be able to use an iPhone as a contactless-payment acceptance device, removing the need for separate payment hardware in the reported service.
  • Apple turns Mobeewave’s acquired technology into an iPhone capability and expands its role in the merchant side of a transaction.

Second-order effects

  • Stripe and Shopify gain a new iPhone-based acceptance option inside their partner-enabled apps, making their merchant software the route to Apple’s payment capability.
  • Apple’s earlier planned NFC access for Apple Pay-like interactions becomes more commercially significant as iPhone hardware supports both customer and merchant contactless workflows.

Third-order effects

  • If Apple continues to expose payment-adjacent capabilities through selected partners, merchant acceptance is likely to consolidate around software platforms that control the checkout workflow rather than dedicated-device vendors.
  • The pattern points to iPhone NFC becoming a broader platform layer for commerce and access functions, with Apple retaining influence over how third parties reach it.

The trend: Apple is moving iPhone NFC from a consumer payment feature toward workflow-native merchant infrastructure delivered through partner software.

Discussion

  • @counternotions @counternotions on x
    @asymco It's vaporware until Epic CEO Sweeney sues Apple for a cut of the payments.
  • @peteramsey Peter Ramsey on x
    Apple occasionally take entire industries, and use their influence to create game-changing experiences. This may be a nothing burger, but it could be revolutionary for small businesses. 👇 https://www.macrumors.com/...
  • @plantmath1 @plantmath1 on x
    Unless Apple is about to unveil a suite of backend software to support this from the small biz side, I don't see how this is impacts $SQ. Its only RFID or Apple Pay so you'll need another service for the rest. Samsung has had this for 3 years and it hasn't impacted anyone. https:…
  • @mattbirchler Matt Birchler on x
    If third parties can't use it, then I have a ton of questions about how this is supposed to actually work. Apple has super smart people on their payments teams, so I expect it will be good, but cutting out payment companies would be an odd sell.