That's really tough to answer. Apple list NXP Semiconductor (who basically only do RFID/NFC stuff) as an official supplier, and this was a recent addition: http://images.apple.com/supplierresponsibility/pdf/Apple_Sup...

Multiple NFC patents have been filed, some NFC hires have been made. The 4S was the same phone case as the 4 so no new antennas could be put in.

I'd probably rate it at 30%:70% 2012:2013.