2023-04-25-艾昆纬-2023年亚洲医疗保健_保持阶梯式变化（英）_13页_1mb

Asia 2023: Sustaining the Step-change Summary

• Pandemic Impact and Demand Surge: The COVID-19 pandemic elevated healthcare priorities, leading to a ~9% increase in spending in APAC's multi-trillion dollar industry. Post-pandemic demand remains strong, with patient volumes growing between 15% and 30% in certain disease categories, indicating a sustained demand tsunami across healthcare services. This demand is expected to continue, highlighting real and evolving regional trends.

• Supply Constraints: Despite high demand, healthcare supply in APAC is lagging, marked by overcrowded facilities, declining physician-population ratios (e.g., ratios have not recovered pre-pandemic levels in some countries), low medicine availability, and insufficient funding allocation from governments. Key issues include stagnant bed capacity, shortages in healthcare professionals (e.g., burnout in Asia), and inventory shortages tied to inflation.

• Innovation and Disruption Potential: The widening demand-supply mismatch creates opportunities for innovation in 2023, focusing on areas like insurance penetration, access to medicine, retail channels, and digital health. Sectors like pharma, MedTech, and consumer health are under-indexed in APAC compared to global benchmarks, offering growth areas for disruption.

• Regional Outlook: APAC's large population (~60% of global) contributes only ~30% to the world's healthcare market, indicating significant headroom. Efforts to scale include efficiency gains and leveraging trends such as digital health, but economic pressures in the west add uncertainty. The report emphasizes the need for sustained investment and efficiency improvements to address underserved populations and capitalize on a ~$250 billion market opportunity.