2024年10月4日发(作者：咎兴为)
Digital Healthcare
Ushered in Great Opportunities
Industry
By Audrey Guo
I
n recent years, as the digital
economy continuously booms,
the Development of Internet Plus
digital technologies such as 5G,
Healthcare in 2020 and the 14th
Five-Year (2021-25) Plan for Digital
medicine and artificial intelligence are
cloud computing, big data, tele-Economy Development in 2022. Japan
developing rapidly and being deeply
announced strategies for the digital
integrated with various application
medical and health service industry
scenarios, which gradually turn into
in 2022, while the E.U. proposed
an important driver for economic
the European Health Data Space in
innovation and development. As
the same year. In 2021, the Health
one of the scenarios closest to the
Innovation 2030 plan was launched in
social economy and people
France.
increasingly digitalized healthcare
’
s lives, the
industry, namely digital healthcare, is
market demand, digital technology,
Jointly promoted by policies,
receiving more and more attention.
and even the COVID-19 pandemic,
the global digital healthcare industry
Various countries are
is developing rapidly. According to
accelerating the development
Grand View Research, the size of
of digital healthcare policies
the global digital healthcare market
will reach U
a major trend for the global healthcare
In digital societies, it has become and U
SD 211 billion in 2022
industry to go digital, and various
growing at a compound annual rate
SD 809.2 billion by 2030,
policies have been introduced to boost
of 18.6% between 2023 and 2030.
this process. For example, China
From a technical perspective, digital
issued the Opinions on Promoting
healthcare mainly includes four market
segments: tele-medicine, mobile health
(mHealth), healthcare services and
digital healthcare systems, of which
tele-medicine ranks No. 1 in terms of
the market size.
Global Digital Healthcare Industry
According to the Blue Book for
(2023-2027) (hereinafter referred to
as the Blue Book) published by the
Forward Industry Research Institute,
the advances in big data, artificial
intelligence and other innovative
technologies have stimulated the
digital healthcare industry to provide
personalized and smart medical services.
The global sharing of digital healthcare
data should be improved, as data is the
key to the digitization of healthcare.
In recent years, various countries have
increased their investments in digital
infrastructure, which will be supportive
to the sharing and opening of global
digital healthcare data in the future.
The demand for tele-medicine services
is surging due to the growing need for
accurate health and fitness monitoring,
secure storage of healthcare information,
and real-time population management.
Meanwhile, upgrades in tele-medicine
hardware and software are contributing
to further market growth.
Asia Pacific region such as China,
In recent years, countries in the
Japan, and India have carried out
The demand for
Tele-medicine
services is surging
due to the growing
need for accurate
health and fitness
monitoring,
secure storage
of healthcare
information, and
real-time population
management.
51
national strategic plans targeting the
digital healthcare industry, and the
growingly mature digital healthcare
market in Asia Pacific is expected to
provide a new drive.
The digital healthcare market in
China is growing quickly
continues to penetrate the healthcare
At present, digital technology
industry, driving the gradual expansion
in the market size, including that of
digital medical services, virtual doctor’s
visits, over-the-counter e-commerce,
health consumer goods e-commerce and
other segments. In 2021, the market
volume of digital healthcare exceeded
RMB 400 billion.
healthcare, with its technological
Technically speaking, digital
adv
information asymmetr
antages, can help solve the
doctors and patients, simplify medical
y between
procedures, reduce the costs of medical
services, and improve the medical
experience, and the efficiency of disease
diagnosis and patient management.
As the Blue Book indicated, in 2021,
technology made a contribution to the
digital healthcare industry of USD 11.5
billion, and this volume is expected
to reach about U
2030. From the perspective of the
SD 78.8 billion in
share of digital healthcare in medical
expenditure in China, the penetration
rate was less than 3% by 2018 and grew
to about 5% in 2021.
Digital Healthcare, from the perspective
According to the 2020 Insights for
of digital consumer healthcare scenarios,
only the scenario focusing on health
and wellness information (learning
information) recorded a penetration rate
of higher than 60%, while those of other
scenarios including virtual doctor visits,
online medicine purchases, disease
management and so on are still at a low
level. In general, digital healthcare in
China is still underdeveloped. Surveys
showed that Internet hospitals are still
dependent on physical hospitals and
doctors for resources and are facing
challenges in developing online business
models and improving the experience of
patients using these platforms, meaning
that the policies are lagging behind. The
Internet hospitals are not mature as a
whole, resulting in low penetration rate
52
of digital healthcare in core businesses
(chronic disease management, virtual
doctor’s visits, Internet plus family
doctor contracting services, etc.), which
accounts for less than 60%.
the support of emerging technologies
The Blue Book shows that, with
such as cloud computing, artificial
intelligence and the Internet of Things,
medical services including diagnosis
and treatment, medical prescriptions,
examinations and tests, and medical
insurance will gradually come to be
digitalized, and the trend of digital
upgrading in the medical industry is
mainly manifested in four aspects:
medical IT infrastructure, medical
sof
management systems, and artificial
tware systems, medical data
intelligence. As digital healthcare
technology continues to advance,
the importance of medical software
continues to become more evident, and
such investments are on the rise. It is
expected that in 2027, the market volume
of medical IT and medical software
solutions will reach RMB 104.3 billion
and 335 billion respectively.
First-tier cities in China are
leading the investment boom in
digital healthcare
is an important foundation for the
The Internet hospital system
development of digital and smart
hea
1,700 Internet hospitals across the
lthcare. In 2022, more than
countr
licenses, and are mainly concentrated
y have officially obtained
in Sichuan, Guangdong, Beijing,
Ningxia, Shandong and other Internet
plus healthcare demonstration and
economically leading coastal provinces,
autonomous regions, and municipalities.
Although differences in the regional
influence of those Internet hospitals
exist, the overall development tends to
be balanced.
Insights, Qichamao and ITjuzi, Beijing,
According to the data from CB
Guangzhou, Shenzhen, Shanghai,
Hangzhou and Chengdu are the top six
cities in China leading the construction
of digital healthcare centers, meaning
first-tier and new first-tier cities are
driving the investment boom in digital
healthcare. Beijing is the leader in
both the number of digital healthcare
In 2021, startups
in AI plus
healthcare sector
received a total
investment of
USD 12.5 billion
in 541 rounds of
financing, nearly
doubled that of
2020.
companies above the designated size
and the valuation of representative
companies.
Economic-
In recent years, the Tianjin
Area (TEDA) has explored innovative
Technological Development
initiatives for digital healthcare. For
example, it was the first in northern
China to promote the industrial
c
through self-built physical medical
lustering of Internet hospitals
institutions, and it has since further
streng
guiding Internet hospitals to develop
thened the innovation by
high value-added business models
such as medicine e-commerce, online
research service platforms and digital
therapies. At the end of February
2023, Binhai-Zhongguancun Digital
Healthcare Industry Park was officially
inaugurated, marking the fact that
TEDA will speed up the building of
the largest digital healthcare center in
North China.
Area is becoming one of the most
The Dongguan Binhaiwan Bay
promising areas in the Guangdong-
Hong Kong-Macao Greater Bay Area.
Based on the good policy opportunities,
robust industrial foundation and superior
geographical location, the digital
healthcare industry in the Dongguan
Binhaiwan Bay A
key role in the overall planning and
rea will play a
development of the digital healthcare
indust
advantage of the ecological environment
ry in Dongguan. Taking
and location and transportation, the
Dongguan Binhaiwan Bay Area
aims to build a highland for the
integrated development of biology and
information technology (BT+IT) in
the Guangdong-Hong Kong-Macao
Greater Bay Area, by focusing on
intelligent healthcare research and
development, high-end manufacturing
of digital medical devices and health
service capacities.
Fengdong New City in Xi
’
an,
Shaanxi Province, is continuously
strengthening the development of
its digital healthcare industry, and is
expected to build a new blue ocean
market in northwest China. In recent
years, Fengdong New City has continued
to improve its regional intelligent
healthcare system, introduce convenient
digital healthcare services, and
construct large health industrial parks
to attract leading enterprises in precision
medicine, and is continuously promoting
the scale and cluster development of
advantageous industries. Meanwhile,
Fengdong New City Digital Medicine
Industrial Park project is planned to be
put into operation in June 2023, as an
industrial demonstration project in the
field of the pharmaceutical circulation
in Shaanxi Province.
The West Coast New Area of
Qingdao continues to focus on the
development of the digital healthcare
industry. In August 2022, the West
Coast New Area signed an agreement
Digital healthcare industry is
attractive to global investors
with CEC Optics Valley to officially
launch Qingdao Digital Healthcare
Science and Technology Park,
thus entering the digital healthcare
market. Qingdao Digital Healthcare
Science and Technology Park plans to
construct “one base, two centers and
three platforms”, in order to promote
the synergistic development of
traditional medical services and digital
information technology, with the aim
of becoming the first digital healthcare
park covering all elements and the
whole industrial chain in Shandong
Province, and further encouraging the
integration of the digital economy and
the healthcare industry, and therefore
empowering the transformation and
upgrading of the traditional medical
industry.
As the Blue Book implied, the
global healthcare big data market
volume reached USD 32.93 billion in
2021, and it is a conservative forecast
that the market will grow to above
USD 80 billion by 2030, with a CAGR
of 10.2% from 2022 to 2030. In 2022,
there were over 200 rounds of financing
in the global healthcare industry,
including 14 rounds topping USD 100
million, mainly involving medical data
software, healthcare big data analysis
services, healthcare data platform,
system development, etc.
In 2021, startups in the AI plus
healthcare sector received a total
investment of USD 12.5 billion
in 541 rounds of financing, nearly
double that of 2020. From the
perspective of segment investment
prospects, AI technologies such as
data resources, computing power, and
algorithm models are increasingly
being integrated into the healthcare
industry. In the near future, medical
AI technologies in the fields of
paramedicine, image diagnosis, and
voice and electronic medical records
will become more popular. However,
other medical AI technologies in the
fields of gene sequencing, precision
medicine and drug development
are less mature, but with brighter
prospects in the long term.
With the rapid penetration of
new technologies such as artificial
intelligence and the Internet of Things,
robotics has been developing rapidly,
and is now fully integrated with the
healthcare industry, resulting in a major
change in surgical technology. The
global shortage of healthcare providers
and the growing demand for automated
healthcare devices are driving the rapid
expansion of the medical robotics
market. According to Next Move,
the size of the global medical robotics
market was about USD 10.88 billion
in 2021, and may increase to USD
12.5 billion by 2022 in a tentative
estimation.
53
2024年10月4日发(作者：咎兴为)
Digital Healthcare
Ushered in Great Opportunities
Industry
By Audrey Guo
I
n recent years, as the digital
economy continuously booms,
the Development of Internet Plus
digital technologies such as 5G,
Healthcare in 2020 and the 14th
Five-Year (2021-25) Plan for Digital
medicine and artificial intelligence are
cloud computing, big data, tele-Economy Development in 2022. Japan
developing rapidly and being deeply
announced strategies for the digital
integrated with various application
medical and health service industry
scenarios, which gradually turn into
in 2022, while the E.U. proposed
an important driver for economic
the European Health Data Space in
innovation and development. As
the same year. In 2021, the Health
one of the scenarios closest to the
Innovation 2030 plan was launched in
social economy and people
France.
increasingly digitalized healthcare
’
s lives, the
industry, namely digital healthcare, is
market demand, digital technology,
Jointly promoted by policies,
receiving more and more attention.
and even the COVID-19 pandemic,
the global digital healthcare industry
Various countries are
is developing rapidly. According to
accelerating the development
Grand View Research, the size of
of digital healthcare policies
the global digital healthcare market
will reach U
a major trend for the global healthcare
In digital societies, it has become and U
SD 211 billion in 2022
industry to go digital, and various
growing at a compound annual rate
SD 809.2 billion by 2030,
policies have been introduced to boost
of 18.6% between 2023 and 2030.
this process. For example, China
From a technical perspective, digital
issued the Opinions on Promoting
healthcare mainly includes four market
segments: tele-medicine, mobile health
(mHealth), healthcare services and
digital healthcare systems, of which
tele-medicine ranks No. 1 in terms of
the market size.
Global Digital Healthcare Industry
According to the Blue Book for
(2023-2027) (hereinafter referred to
as the Blue Book) published by the
Forward Industry Research Institute,
the advances in big data, artificial
intelligence and other innovative
technologies have stimulated the
digital healthcare industry to provide
personalized and smart medical services.
The global sharing of digital healthcare
data should be improved, as data is the
key to the digitization of healthcare.
In recent years, various countries have
increased their investments in digital
infrastructure, which will be supportive
to the sharing and opening of global
digital healthcare data in the future.
The demand for tele-medicine services
is surging due to the growing need for
accurate health and fitness monitoring,
secure storage of healthcare information,
and real-time population management.
Meanwhile, upgrades in tele-medicine
hardware and software are contributing
to further market growth.
Asia Pacific region such as China,
In recent years, countries in the
Japan, and India have carried out
The demand for
Tele-medicine
services is surging
due to the growing
need for accurate
health and fitness
monitoring,
secure storage
of healthcare
information, and
real-time population
management.
51
national strategic plans targeting the
digital healthcare industry, and the
growingly mature digital healthcare
market in Asia Pacific is expected to
provide a new drive.
The digital healthcare market in
China is growing quickly
continues to penetrate the healthcare
At present, digital technology
industry, driving the gradual expansion
in the market size, including that of
digital medical services, virtual doctor’s
visits, over-the-counter e-commerce,
health consumer goods e-commerce and
other segments. In 2021, the market
volume of digital healthcare exceeded
RMB 400 billion.
healthcare, with its technological
Technically speaking, digital
adv
information asymmetr
antages, can help solve the
doctors and patients, simplify medical
y between
procedures, reduce the costs of medical
services, and improve the medical
experience, and the efficiency of disease
diagnosis and patient management.
As the Blue Book indicated, in 2021,
technology made a contribution to the
digital healthcare industry of USD 11.5
billion, and this volume is expected
to reach about U
2030. From the perspective of the
SD 78.8 billion in
share of digital healthcare in medical
expenditure in China, the penetration
rate was less than 3% by 2018 and grew
to about 5% in 2021.
Digital Healthcare, from the perspective
According to the 2020 Insights for
of digital consumer healthcare scenarios,
only the scenario focusing on health
and wellness information (learning
information) recorded a penetration rate
of higher than 60%, while those of other
scenarios including virtual doctor visits,
online medicine purchases, disease
management and so on are still at a low
level. In general, digital healthcare in
China is still underdeveloped. Surveys
showed that Internet hospitals are still
dependent on physical hospitals and
doctors for resources and are facing
challenges in developing online business
models and improving the experience of
patients using these platforms, meaning
that the policies are lagging behind. The
Internet hospitals are not mature as a
whole, resulting in low penetration rate
52
of digital healthcare in core businesses
(chronic disease management, virtual
doctor’s visits, Internet plus family
doctor contracting services, etc.), which
accounts for less than 60%.
the support of emerging technologies
The Blue Book shows that, with
such as cloud computing, artificial
intelligence and the Internet of Things,
medical services including diagnosis
and treatment, medical prescriptions,
examinations and tests, and medical
insurance will gradually come to be
digitalized, and the trend of digital
upgrading in the medical industry is
mainly manifested in four aspects:
medical IT infrastructure, medical
sof
management systems, and artificial
tware systems, medical data
intelligence. As digital healthcare
technology continues to advance,
the importance of medical software
continues to become more evident, and
such investments are on the rise. It is
expected that in 2027, the market volume
of medical IT and medical software
solutions will reach RMB 104.3 billion
and 335 billion respectively.
First-tier cities in China are
leading the investment boom in
digital healthcare
is an important foundation for the
The Internet hospital system
development of digital and smart
hea
1,700 Internet hospitals across the
lthcare. In 2022, more than
countr
licenses, and are mainly concentrated
y have officially obtained
in Sichuan, Guangdong, Beijing,
Ningxia, Shandong and other Internet
plus healthcare demonstration and
economically leading coastal provinces,
autonomous regions, and municipalities.
Although differences in the regional
influence of those Internet hospitals
exist, the overall development tends to
be balanced.
Insights, Qichamao and ITjuzi, Beijing,
According to the data from CB
Guangzhou, Shenzhen, Shanghai,
Hangzhou and Chengdu are the top six
cities in China leading the construction
of digital healthcare centers, meaning
first-tier and new first-tier cities are
driving the investment boom in digital
healthcare. Beijing is the leader in
both the number of digital healthcare
In 2021, startups
in AI plus
healthcare sector
received a total
investment of
USD 12.5 billion
in 541 rounds of
financing, nearly
doubled that of
2020.
companies above the designated size
and the valuation of representative
companies.
Economic-
In recent years, the Tianjin
Area (TEDA) has explored innovative
Technological Development
initiatives for digital healthcare. For
example, it was the first in northern
China to promote the industrial
c
through self-built physical medical
lustering of Internet hospitals
institutions, and it has since further
streng
guiding Internet hospitals to develop
thened the innovation by
high value-added business models
such as medicine e-commerce, online
research service platforms and digital
therapies. At the end of February
2023, Binhai-Zhongguancun Digital
Healthcare Industry Park was officially
inaugurated, marking the fact that
TEDA will speed up the building of
the largest digital healthcare center in
North China.
Area is becoming one of the most
The Dongguan Binhaiwan Bay
promising areas in the Guangdong-
Hong Kong-Macao Greater Bay Area.
Based on the good policy opportunities,
robust industrial foundation and superior
geographical location, the digital
healthcare industry in the Dongguan
Binhaiwan Bay A
key role in the overall planning and
rea will play a
development of the digital healthcare
indust
advantage of the ecological environment
ry in Dongguan. Taking
and location and transportation, the
Dongguan Binhaiwan Bay Area
aims to build a highland for the
integrated development of biology and
information technology (BT+IT) in
the Guangdong-Hong Kong-Macao
Greater Bay Area, by focusing on
intelligent healthcare research and
development, high-end manufacturing
of digital medical devices and health
service capacities.
Fengdong New City in Xi
’
an,
Shaanxi Province, is continuously
strengthening the development of
its digital healthcare industry, and is
expected to build a new blue ocean
market in northwest China. In recent
years, Fengdong New City has continued
to improve its regional intelligent
healthcare system, introduce convenient
digital healthcare services, and
construct large health industrial parks
to attract leading enterprises in precision
medicine, and is continuously promoting
the scale and cluster development of
advantageous industries. Meanwhile,
Fengdong New City Digital Medicine
Industrial Park project is planned to be
put into operation in June 2023, as an
industrial demonstration project in the
field of the pharmaceutical circulation
in Shaanxi Province.
The West Coast New Area of
Qingdao continues to focus on the
development of the digital healthcare
industry. In August 2022, the West
Coast New Area signed an agreement
Digital healthcare industry is
attractive to global investors
with CEC Optics Valley to officially
launch Qingdao Digital Healthcare
Science and Technology Park,
thus entering the digital healthcare
market. Qingdao Digital Healthcare
Science and Technology Park plans to
construct “one base, two centers and
three platforms”, in order to promote
the synergistic development of
traditional medical services and digital
information technology, with the aim
of becoming the first digital healthcare
park covering all elements and the
whole industrial chain in Shandong
Province, and further encouraging the
integration of the digital economy and
the healthcare industry, and therefore
empowering the transformation and
upgrading of the traditional medical
industry.
As the Blue Book implied, the
global healthcare big data market
volume reached USD 32.93 billion in
2021, and it is a conservative forecast
that the market will grow to above
USD 80 billion by 2030, with a CAGR
of 10.2% from 2022 to 2030. In 2022,
there were over 200 rounds of financing
in the global healthcare industry,
including 14 rounds topping USD 100
million, mainly involving medical data
software, healthcare big data analysis
services, healthcare data platform,
system development, etc.
In 2021, startups in the AI plus
healthcare sector received a total
investment of USD 12.5 billion
in 541 rounds of financing, nearly
double that of 2020. From the
perspective of segment investment
prospects, AI technologies such as
data resources, computing power, and
algorithm models are increasingly
being integrated into the healthcare
industry. In the near future, medical
AI technologies in the fields of
paramedicine, image diagnosis, and
voice and electronic medical records
will become more popular. However,
other medical AI technologies in the
fields of gene sequencing, precision
medicine and drug development
are less mature, but with brighter
prospects in the long term.
With the rapid penetration of
new technologies such as artificial
intelligence and the Internet of Things,
robotics has been developing rapidly,
and is now fully integrated with the
healthcare industry, resulting in a major
change in surgical technology. The
global shortage of healthcare providers
and the growing demand for automated
healthcare devices are driving the rapid
expansion of the medical robotics
market. According to Next Move,
the size of the global medical robotics
market was about USD 10.88 billion
in 2021, and may increase to USD
12.5 billion by 2022 in a tentative
estimation.
53