Re-defining Health Care from ICT perspective

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Re-defining Health Care from “ICT Perspective” Choi, Chang-Kyu (Manager, Future Strategy Team, SK Telecom)

Transcript of Re-defining Health Care from ICT perspective

Page 1: Re-defining Health Care from ICT perspective

Re-defining Health Care

from “ICT Perspec-tive”

Choi, Chang-Kyu (Manager, Future Strategy Team, SK Tele-

com)

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1. Before I start (3 min.)  1) Alvin Toffler

2) approach

2. Digital transformation (15 min.)1) industry crisis in South Korea*2) uberization3) digital transformation4) the age of ‘tech’*5) East vs. Westcf.) Hacker Way*

3. Platform & ICT industry (12 min.)1) definition2) business model3) industry issues*4) global market / players*cf.) more issues*

4. Case study (optional)1) Netflix* 2) IoT*3) automobile industry

5. Value Based Health Care*** (20 min.)

6. Q&A (10 min.) + Summary

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1. Before I start

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1) Alvin Toffler

Alvin Toffler, “the Futurist” (1928.10.4 ~ 2016.6.27)

American writer and futurist, known for his works discussing modern technologies, including the digital revolu-

tion and the communication revolution, with emphasis on their effects on cultures

worldwide.

[Link 1][Link 2]

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“ 미래는 예측하는 것이

아니라 , 상상하는 것”

『미래 쇼크 (1970) 』

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『 Future Shock (1970) 』

“The future cannot be predicted, but futures can be in-vented.”

“No serious fu-turist deals in predictions.”

vs.

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2) approach

interactive : conversation + web (news, sources)

speaking firmly, with little hesi-tation : please understand the stylistic problemmid & long-term view : 5~10 years of time frame (‘imagination’)

hackerway.kr/8(VBHC)

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2) approach

“I do my job,and please think

about YOURS.”

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2. Digital transfor-mation

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2) uberization

※ Source “ 거침없이 질주하는 공유경제 기업들 .. 불황이 오히려 기회”

― 서울경제 2016-08-09 16:50

vs.

68,000 M$

28,000 M$ [Link]

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3) digital transformation

digital(online, in-

ternet)

Ad., media

comm

erce

distribu-tion

H/W

, 製造

edu., finance, health

Life Tech. (衣食

住)

public infra

[Link]

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East vs. WestEast

• H/W, finance • Wall St. = Make all financial assets to financial product• limitation of market share• fine suit w/ tie, do not like uncertainty※ Wall St. Money Never Sleeps, 2010 / Inside Job, 2010 / Margin Call, 2011 / The Big Short, 2015

West• S/W, start-up• Silicon Valley = Make all on/offline goods & services to

product• winner-takes-it-all market • hoodie w/ sneakers, trial & error, hacker way※ The Social Network, 2010 / Silicon Valley, 2014 / Steve Jobs, 2015

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5) East vs. West

West• and you get to marry Miranda Kerr

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cf.) hacker way*

FB HQ : 1 Hacker Way, Menlo Park, California

94025

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3. Platform & ICT industry

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1) definition*

[Link]

“ 경제학 이론 생산함수 Q = f (L, K) 관점에서 해석해 볼 때 , Plat-form 은

노동력 (L) 이나 , 자본 (L) 이 온라인에서 거래되는 것을 의미 (JP Mor-

gan)”

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1) definition*

1) 노동자나 자본가가

2) 온라인의 “중개자 (Intermediary)” 를 통해

3) 본인의 “노동력 (L; Labor)” 이나 소유한 “자본 (K; Capital Asset)” 을

4) 재화나 용역 (goods & services) 의 형태로

5) 소비자에게 제공하여

6) “ 거래 (transaction)” 가 일어나는 것

Uber 나 TaskRabbit 등은 “ Labor Platform” 이라고 부를 수 있는데 , 노동

공급자가 파트타임 혹은 풀 타임의 노동력을 노동 수요자에게 제공하여 거래가 일어나게 한

다 .

eBay 나 Airbnb 는 “ Capital Platform” 인데 , 자본을 소유한 사람들이 해당 자본의

수요자에게 P2P(peer to peer) 로 공급하여 거래가 일어나게 한다 .

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2) business model

transaction, transaction and transaction [Link]

cf.) Coupang(2015 년 3.3 조 ) vs. 위메프 (2.4 조 ) vs. 배달의 민족 (1 조 ), Toss(누적 1 조 )

in terms of GMV (Gross Merchandising Volume) [Link 1] [Link 2] [Link 3] [Link 4]

Power comes first and value follows.building sub-scriber basis

creating repeti-tive usage

generating BM(by transac-

tion)

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2) business model

mobile, car and homein terms of time-share (31~40H > 24H by

multi-tasking)

cf.) m.naver.com / c.naver.com / h.naver.-com

[Link]

“…and what about

Health Care?”

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3) industry issues*

Naver vs. Kakao,

O2O category,

CJ E&M, e-Commerce,

Celeb. economy,

O2O business, MCN,

Car, Social Venture, AR/VR

(+ Yellow Mobile, Coupang,

FinTech, Mobile Game) Outstanding

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4) global market / play-ers*

SK planet, SEC vs. Samsung Group, LGE,

Silicon Valley, Joins as a New Media Player,

Apple iPhone, Alibaba,

Google, Facebook,

NAVER, LINE, NAVER w/ commerce, Kakao,

Amazon, Netflix, UBER, Tesla, start-ups

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cf.) more issues*

Industry 4.0

Digital Transformation

Masayoshi Son

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4. Case study

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1) Netflix*

“Netflix is not a media com-pany,

but a tech. company.”

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2) IoT*

“ 사물 인터넷은 컴퓨터 , 스마트폰 , 태블릿 PC 를 넘어

웨어러블 기기 , 가전제품 등 모든 전자 제품을 인터넷에 연결해

각종 정보를 수집하는 것을 뜻한다 .

사용자가 직접 제품을 사용하면서 자신도 모르게 정보를 기기에

제공하고 , 이 정보는 다시 모여서 사용자의 편의를 높이는 역할을 한다 .

― KAIST 이병태 교수 (2015)

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3) automobile industry

“Car as a Service” [Link]

key questions1) is P/F play possible in Car industry?2) who will be the winner of this competi-

tion?3) and, what is the KFS to be market

leader?

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5. Value Based Health Care***

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1) problems

“mal-function of price mechanism”

“a little” - competition, technology

(ICT)- personalization, data

“a lot” - regulations, interest

groups- inefficiencies

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two-sided market [Link]

match-making / intermediary [Link]

1) problems

“definition of PLATFORM”

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1) problems

“mismatch of Supply & De-mand”

“no match-making (platform play)”

“no intermediary”

“one-sided market”

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2) problem-solving*

“ICBM”IoT (Internet of Things)

Cloud Computing

Big data analytics

Mobile (Connectivity)[Search]

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2) problem-solving*NIA, 「 IT & Future Strategy 보고서」

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2) problem-solving*NIA, 「 IT & Future Strategy 보고서」

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조대곤 (2015), “ICT 기반의 보건의료서비스 동향”

2) problem-solving*

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2) problem-solving*

백롱민 (2016), “ICT 와 디지털 헬스케어 융합 통한 정밀의료 실현 가속화”

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vs. 경험의학 , 직관의학평균지향적 의학 (one-size fits all)

*Precision Medicine Initiative (2015)

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*EMR, as a stepping stone of Precision Medicine

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*barometer : whether using the “ICT” as a enabler

(mobile devices, data analytics)

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3) VBHC

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3) VBHC

volume vs. value

value : patient health outcome

per dollar spent

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3) VBHC

key question!

value : patient health outcome per dollar spent

outcome : how can we measure the outcome?

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3) VBHC

input vs. output

mass vs. personalization

infra vs. business (service)

neutralization vs. differentia-tion

quantity vs. quality

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― Daniel Kraft (2014)

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https://youtu.be/zrW3-yzWt5Q

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Health expenditure per capita (2014, current US$)

% of GDP (2014)

[Link]

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4) personalization

personalmethodologydifferentiation

technologydata

curationcustomization

segmenttargeting

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6) M. Porter*

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6) M. Porter*

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6. Q & A

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Summary

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reason why : Apple & Google (‘peer group pres-sure’)

BM : platform (‘transaction’)

way of work : hacker way (‘think different’)

the world we live in : digital transformation (age of ‘tech’)

issues : data, car, new media, healthcare

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cf.) textbook?*

Sir Alex Ferguson : “It is a waste of time.”

textbook? : SNS, not a waste of time/life,

but an excellent idea source

(who was born in 1941)

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cf.) references

( 김치원 ) ( 최윤섭 )https://www.facebook.com/chi.w.kim.16https://www.facebook.com/yoonsup.choi

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Recommended Read-ings*

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하나금융경영연구소 (2016)

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“2016 정보통신기술 (ICT) 융합 포럼”2016-06-29 @ 여의도 전경련회관

key note : Kevin Ashtonspeech : Smart & Connected World A.I. IoT & Healthcarecase study : 현대차 , “ 자율주행”

LG 전자 , “ 스마트가전 & IoT” KT, “VR 사업” 삼성 SDI, “Wearable & Li-ion battery” 네이버 , “A.I. & 음성검색”

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End of DocumentChoi, Chang-Kyu

Manager, Future Strategy Team,SK Telecom

[email protected]@naver.com

facebook.com/hackerway1