eHealth - New Vertical Markets

Table of Contents

1. EXECUTIVE SUMMARY

• 1.1. Is the stage now set for eHealth?
• 1.2. The eHealth market analysis
• 1.3. The telecom industry perspective

2. INTRODUCTION TO eHEALTH MARKET

• 2.1. Challenges
  • 2.1.1. Increasing Chronic diseases
  • 2.1.2. Increasing healthcare expenditure
• 2.2. Drivers of the eHealth market
  • 2.2.1. An aging population
  • 2.2.2. Improving healthcare efficiency
  • 2.2.3. Disease prevention

3. THE CURRENT HEALTHCARE ENVIRONMENT

• 3.1. Regulation
  • 3.1.1. USA
  • 3.1.2. Europe
  • 3.1.3. Japan
• 3.2. Interoperability: demanded by clients and policy makers
• 3.3. Current health systems and potential effects on eHealth development

4. INDUSTRY ANALYSIS

• 4.1. Market segmentation and potential analysis
  • 4.1.1. Healthcare IT systems
  • 4.1.2. Home healthcare
  • 4.1.3. Transactional services
• 4.2. The players
  • 4.2.1. Healthcare solution developers
  • 4.2.2. Medical hardware vendors
  • 4.2.3. Telcos
  • 4.2.4. IT giants
  • 4.2.5. Web giants
• 4.3. Mapping of industry players and the segments

5. THE TELCO PERSPECTIVE ON THE MARKET

• 5.1. Market potential
  • 5.1.1. The addressable market for operators
  • 5.1.2. Regional market forecasts
• 5.2. Synthesis
  • 5.2.1. Attractiveness of the eHealth market
  • 5.2.2. Inhibitors of eHealth adoption
  • 5.2.3. Telco operators actionnable opportunities in this market

6. ANNEX

• 6.1. Existing eHealth initiatives and governmental support
• 6.2. Health Systems comparison in 7 countries
  • 6.2.1. Healthcare demographics
  • 6.2.2. Healthcare costs burden for governments
  • 6.2.3. Status of physicians
  • 6.2.4. Share of care payed by patients
  • 6.2.5. Role and presence of private insurances
  • 6.2.6. Regional organisation of healthcare
  • 6.2.7. Existing efforts to coordinate care of chronic conditions
  • 6.2.8. Role and presence of private care providers

Players analysed:

• Agfa
• Allscripts
• AT&T
• Atos Origin
• BT
• Cerner
• CSC
• Deutsche Telekom
• EMC2
• GE
• Google
• HP
• IBM
• Ingenix
• Mc Kesson
• Meditech
• Microsoft
• NTT
• Oracle
• Orange
• Philips
• Sage
• Siemens
• Vodafone

Tables & Figures

• Table 1: Percentage of chronic illness per country
• Table 2: Healthcare Expenditure per Capita in selected countries
• Table 3: American Recovery Act buget expense by segment
• Table 4: Cerner revenues per geography
• Table 5: McKesson revenues per geography
• Table 6: Home medical monitoring market value by segment (World 2007)
• Table 7: Positionning and product of Health IT software editors
• Table 8: Identified partnerships and deals between integrators and editors
• Table 9: Positionning and products of leading medical equipment vendors
• Table 10: Positionning and products of leading telecom operators
• Table 11: Overview of healthcare professionals and hospital beds penetration in 7 countries

• Figure 1: Mapping of players in the eHealth market
• Figure 2: Extended e-Health Value Chain
• Figure 3: Healthcare Market in North America
• Figure 4: Most Common Chronic Disease impacting the health
• Figure 5: Number of people suffering from chronic welfare diseases
• Figure 6: Chilhood obesity Evolution
• Figure 7: Year Based Expenditures for chronic diseases
• Figure 8: Evolution of chronic diseases prevalence with age
• Figure 9: % of aged 65 / pop.
• Figure 10: Compensations claimed by patients
• Figure 11: American Recovery Act estimated net investment on eHealth
• Figure 12: Evolution of EHR applications received by CCHIT
• Figure 13: World Industry leaders by revenues
• Figure 14: Distribution of top 100 HIT companies, by 2007 revenues
• Figure 15: Siemens software licensing vs. Post sale service revenues
• Figure 16: Cerner 2008 revenue mix
• Figure 17: Comparison of market caps as of may 22nd 2009 on NYSE
• Figure 18: Cerner share of managed services in annual revenues
• Figure 19: NTT Docomo-Omron Health monitoring solution
• Figure 20: Main industry and player mapping of the eHealth market
• Figure 21: 2015 market forecast in France
• Figure 22: 2015 market forecast in Europe
• Figure 23: 2015 market forecast in North America
• Figure 24: Extended e-Health Value Chain overview
• Figure 25: Health Systems comparison in 7 countries
• Figure 26: Total expenditure on health
• Figure 27: General government expenditure on health
• Figure 28: Out of pocket expense
• Figure 29: Private expenditure on health
• Figure 30: Private prepaid plans