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애플페이 상륙 D-2, 한국정보통신 ‘NFC 단말기’ 공급 호재 - ZDNet korea

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스크놀 영역 --> <div class="zdnetkor-scroll"> <!-- 기사제목 --> <div class="news_head"> <h1>애플페이 상륙 D-2, 한국정보통신 ‘NFC 단말기’ 공급 호재</h1> <p class="summary">한국정보통신 PER 37배수...경쟁사 PER 대비 6배 이상 높아</p> <p class="meta"><a href="/web/20221209171643/https://zdnet.co.kr/news/?lstcode=0073&amp;page=1">금융</a><span>입력 :2022/11/28 11:03&nbsp;&nbsp;&nbsp;&nbsp;수정: 2022/11/29 10:09</span></p> </div><!--// 기사제목 --> <!-- 기사 프로필 --> <div class="reporter_list"> <div class="reporter_img"><img src="/web/20221209171643im_/https://zdnet.co.kr/Include2/user/pic/reporter/csjjin20021@zdnet.co.kr.jpg" style="max-width:100%;"></div> <div class="reporter_txt"> <div class="reporter_info"> <strong>조성진 기자</strong><a href="https://web.archive.org/web/20221209171643/mailto:csjjin2002@zdnet.co.kr"><i class="icon-email"></i></a> <a href="https://web.archive.org/web/20221209171643/https://media.naver.com/journalist/092/78444" target="_blank"><i class="icon-naver-1 n_coloer"></i>기자 페이지 구독</a> <a 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src="https://web.archive.org/web/20221209171643if_/https://adv.zdnet.co.kr/RealMedia/ads/adstream_sx.ads/zdnet.co.kr/zd@Left" width="210" height="210" frameborder="0" marginwidth="0" marginheight="0" scrolling="no" leftmargin="0" topmargin="0"></iframe> </div><!--// ad --> <p>오는 30일부터 애플페이의 국내 서비스 도입이 기정 사실로 알려진 가운데, 오프라인 결제시장의 근거리 무선 데이터 통신 기술(NFC)이 적용된 카드 단말기 보급 확대 가능성에 업계가 주목하고 있다.&nbsp;</p> <p>단말기 보급 확대 이슈로&nbsp;NFC 카드 단말기를 유통하는 한국정보통신과 나이스정보통신의 시장 가치가 극명하게 엇갈리는 모습이다.</p> <p>한국거래소에 따르면 28일&nbsp;한국정보통신의 주가수익비율(PER)은 37배수를 나타내고 있다. 경쟁사인 나이스정보통신의 PER이 6.40배를 나타내고 있는 것과 극명한 차이다.</p> <figure class="view_cont_img_jpg" style="width:527px; margin: 0 auto;"> <span class="img"><img src="https://web.archive.org/web/20221209171643im_/https://image.zdnet.co.kr/2022/11/28/2d3e5c8e088576f182ed18e608eed408.png" style="height:auto"></span> <figcaption style="text-align:left; line-height: 1.6;">(사진=온라인 커뮤니티 화면 캡처)</figcaption> </figure> <p>한국정보통신의 주가 역시 지난 7월 25일부터 11월 28일까지 무려 91.65%(7천30원) 상승했다. 주식시장 전반이 침체기를 겪는 상황에서 우상향 성장세는 상당히 이례적이다.</p> <p>한국정보통의 주가 가치가 강세를 나타내는 이유는 NFC 지원 카드 단말기의 대규모 보급이 기대되기 때문으로 해석된다. 현재 널리 사용 중인 삼성페이의 경우, 마그네틱 보안 전송(MST) 방식으로 결제가 진행되는 반면 애플페이는 NFC 방식이다.</p> <p>시중에 유통된 카드단말기는 대부분 NFC 결제 지원 기능이 없는 MST 방식이기 때문에 &apos;애플페이가 국내 결제 시장에 안착까지 시간이 걸릴 것&apos;이라는 우려가 있었으나 이미 현장에선 변화의 바람에 발빠르게 대처하고 있다.</p> <p>한국정보통신은 ‘이지체크 EP-731N 모델’ 등 NFC 결제 기능을 탑재한 단말기를 시판 중이다.</p> <p>유통가에선 이미 결제시장의 변화에 발 빠르게 대처 중이다. 이디야 커피는 내년 1월 완료를 목표로 각 매장에 애플페이 결제가 가능한 결제 디바이스를 설치 중이라고 밝혔다. 롯데하이마트 역시 애플페이가 결제되는 전용 단말기 설치에 앞장선 것으로 알려졌다.</p> <p>특히 온라인 커뮤니티를 중심으로 ‘애플페이 결제를 지원하는 단말기를 목격했다’는 사례들이 속출하고 있다. <br></p> <p>한 온라인 커뮤니티 유저는 “매장을 운영 중인데 단말기 로부터 애플페이 사용이 가능한 신형 단말기로 무상교환을 해준다는 연락을 받았다”고 말했다. 다른 유저는 “한 이마트24 매장에서 애플페이 IC를 프린팅해서 코팅까지 한 모습을 목격했다”며 “이제는 애플페이 도입이 대외비가 아닌 것 같다”고 밝혔다.</p> <!-- 관련기사 --> <h2><span>관련기사</span></h2> <div class="news_box connect"> <ul> <li><a href="/web/20221209171643/https://zdnet.co.kr/view/?no=20221122090841&amp;re=R_20221128103939">배민-현대카드, 플라스틱 줄인 다회용 배달용기 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