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As Apple And Other Big Techs Move Toward Disrupting Healthcare, Munster Weighs In On The Opportunity
As Apple And Other Big Techs Move Toward Disrupting Healthcare, Munster Weighs In On The Opportunity
Big techs continue to make moves toward the goal of "healthcare disruption," Loup Funds co-founded Gene Munster said in a recent note.
Big Tech's Healthcare Investment Spike: Between 1999 and 2022, Amazon, Inc. , Apple, Inc. (NASDAQ:AAPL), Alphabet, Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG) and Microsoft Corporation (NASDAQ:MSFT) collectively acquired 22 health-related companies, Munster said.
This includes Apple's $200 million acquisition of Gliimpse in 2016, Google's $2.1 billion Fitbit buy in 2021, and Microsoft's $16 billion purchase of Nuance earlier this year, the tech expert said.
"We expect that over the next two decades, Amazon, Apple, Google, and Microsoft will play increasing roles in healthcare and will siphon sales from the industry's massive addressable market," the analyst said.
What Would Big Techs Focus On: Munster outlined the following as focus areas for each of the companies:
- Amazon: logistics, testing and primary care, with a separate ambition of providing insurance
- Apple: device layer along with data storage, leveraging on its hardware, software and services core competency
- Google: advancements in research with AI and thin device wearable offerings
- Microsoft: cloud solutions to healthcare providers
Related Link: 3 Key Building Blocks Of Apple's Health Care Quest
Healthcare Opportunity: Munster sees U.S. healthcare alone presenting a large addressable market, with annual spending of around $4 trillion. Assuming Apple and Amazon capture 2% of the annual spend, it would bring in $80 billion in revenue now, the tech venture capitalist estimates. This could grow to $125 billion in a decade, he added.
"Wellness is a big enough market to move the needle for both tech giants," he said.
Will Government Be Supportive? The government will most likely not allow Big techs to take over, Munster said. But it could allow these companies to participate, given it's a highly fragmented one, he added.
Outside of the FTC regulating competition, the industry has a maze of operational regulations., Munster said. All of those requirements make it difficult to enter and disrupt the broader healthcare market, he added.
Big techs continue to make moves toward the goal of "healthcare disruption," Loup Funds co-founded Gene Munster said in a recent note.
LOPP Funds的聯合創始人之一表示,大型科技公司仍在朝着“醫療服務顛覆”的目標邁進吉恩·明斯特在最近的一份報告中説。
Big Tech's Healthcare Investment Spike: Between 1999 and 2022, Amazon, Inc. , Apple, Inc. (NASDAQ:AAPL), Alphabet, Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG) and Microsoft Corporation (NASDAQ:MSFT) collectively acquired 22 health-related companies, Munster said.
Big Tech的醫療保健投資激增:從1999年到2022年,亞馬遜,Inc., 蘋果公司(納斯達克:蘋果),Alphabet公司納斯達克:谷歌(納斯達克:谷歌)和微軟公司明斯特稱,納斯達克(Sequoia Capital:MSFT)總共收購了22家健康相關公司。
This includes Apple's $200 million acquisition of Gliimpse in 2016, Google's $2.1 billion Fitbit buy in 2021, and Microsoft's $16 billion purchase of Nuance earlier this year, the tech expert said.
這位技術專家表示,這包括蘋果在2016年以2億美元收購Gliimpse,谷歌在2021年以21億美元收購Fitbit,以及微軟今年早些時候以160億美元收購Nuance。
"We expect that over the next two decades, Amazon, Apple, Google, and Microsoft will play increasing roles in healthcare and will siphon sales from the industry's massive addressable market," the analyst said.
“我們預計,在接下來的20年裏,亞馬遜、蘋果、谷歌和微軟將在醫療保健領域發揮越來越大的作用,並將從該行業龐大的潛在市場中抽走銷售額,”這位分析師表示。
What Would Big Techs Focus On: Munster outlined the following as focus areas for each of the companies:
大型科技公司將專注於什麼:明斯特概述了以下兩家公司的重點領域:
- Amazon: logistics, testing and primary care, with a separate ambition of providing insurance
- Apple: device layer along with data storage, leveraging on its hardware, software and services core competency
- Google: advancements in research with AI and thin device wearable offerings
- Microsoft: cloud solutions to healthcare providers
- 亞馬遜:物流、測試和初級保健,另一個雄心是提供保險
- 蘋果:設備層和數據存儲,利用其硬件、軟件和服務的核心能力
- 谷歌:人工智能和瘦設備可穿戴設備產品的研究進展
- 微軟:面向醫療保健提供商的雲解決方案
Related Link: 3 Key Building Blocks Of Apple's Health Care Quest
相關鏈接:蘋果醫療保健探索的三個關鍵組成部分
Healthcare Opportunity: Munster sees U.S. healthcare alone presenting a large addressable market, with annual spending of around $4 trillion. Assuming Apple and Amazon capture 2% of the annual spend, it would bring in $80 billion in revenue now, the tech venture capitalist estimates. This could grow to $125 billion in a decade, he added.
醫療保健機會:明斯特認為,僅美國醫療保健就提供了一個巨大的潛在市場,每年的支出約為4萬億美元。這位科技風險投資家估計,假設蘋果和亞馬遜獲得2%的年度支出,現在將帶來800億美元的收入。他補充説,這一數字可能在十年內增長到1250億美元。
"Wellness is a big enough market to move the needle for both tech giants," he said.
“Wellness是一個足夠大的市場,足以推動兩家科技巨頭的發展,”他説。
Will Government Be Supportive? The government will most likely not allow Big techs to take over, Munster said. But it could allow these companies to participate, given it's a highly fragmented one, he added.
政府會否予以支持?蒙斯特説,政府很可能不會允許大型科技公司接管。但他補充説,考慮到這是一個高度分散的行業,它可能會允許這些公司參與。
Outside of the FTC regulating competition, the industry has a maze of operational regulations., Munster said. All of those requirements make it difficult to enter and disrupt the broader healthcare market, he added.
蒙斯特説,除了聯邦貿易委員會對競爭的監管外,該行業還有一系列操作法規。他補充説,所有這些要求都使得進入和顛覆更廣泛的醫療市場變得困難。
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moomoo是Moomoo Technologies Inc.公司提供的金融資訊和交易應用程式。
在美國,moomoo上的投資產品和服務由Moomoo Financial Inc.提供,一家受美國證券交易委員會(SEC)監管的持牌主體。 Moomoo Financial Inc.是金融業監管局(FINRA)和證券投資者保護公司(SIPC)的成員。
在新加坡,moomoo上的投資產品和服務是通過Moomoo Financial Singapore Pte. Ltd.提供,該公司受新加坡金融管理局(MAS)監管(牌照號碼︰CMS101000) ,持有資本市場服務牌照 (CMS) ,持有財務顧問豁免(Exempt Financial Adviser)資質。本內容未經新加坡金融管理局的審查。
在澳大利亞,moomoo上的金融產品和服務是通過Futu Securities (Australia) Ltd提供,該公司是受澳大利亞證券和投資委員會(ASIC)監管的澳大利亞金融服務許可機構(AFSL No. 224663)。請閱讀並理解我們的《金融服務指南》、《條款與條件》、《隱私政策》和其他披露文件,這些文件可在我們的網站 https://www.moomoo.com/au中獲取。
在加拿大,透過moomoo應用程式提供的僅限訂單執行的券商服務由Moomoo Financial Canada Inc.提供,並受加拿大投資監管機構(CIRO)監管。
在馬來西亞,moomoo上的投資產品和服務是透過Moomoo Securities Malaysia Sdn. Bhd. 提供,該公司受馬來西亞證券監督委員會(SC)監管(牌照號碼︰eCMSL/A0397/2024) ,持有資本市場服務牌照 (CMSL) 。本內容未經馬來西亞證券監督委員會的審查。
Moomoo Technologies Inc., Moomoo Financial Inc., Moomoo Financial Singapore Pte. Ltd.,Futu Securities (Australia) Ltd, Moomoo Financial Canada Inc和Moomoo Securities Malaysia Sdn. Bhd., 是關聯公司。
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