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원격의료 확대가 의료산업 구조변화 및 경쟁 확대에 미치는 영향과 정책적 시사점 - 미국 아마존의 헬스케어 분야 진출 사례를 중심으로

The Effect of Telemedicine Expansion on the Structural Change and the Competition Increase in the Health Care Industry and its Policy Implication- Focusing on the case of Amazon's foray on the health care industry

  • Lee, Jaehee (Dept. of Health Care Management, Gachon University)
  • 투고 : 2022.04.30
  • 심사 : 2022.05.09
  • 발행 : 2022.05.31

초록

COVID-19 이후 원격진료, 스마트 병원, AI 진단 등 ICT 기술과 데이터사이언스를 활용한 새로운 의료서비스모형의 활용이 크게 증가하고 있다. 본 연구에서는 최근 미국에서 원격진료와 대면진료의 혼합 모형 운영, 소비자 중심의 온라인의약품 배송, 가정용 진단기기 개발, 그리고 진료 및 처방, 의약품 배송, 진단기기의 활용이 통합적으로 제공되는 새로운 모형 제시 등 미국 헬스케어산업에서 파괴적 혁신을 선도하는 아마존의 헬스케어 사업 모형을 살펴보았다. 특히 아마존 기존 사업분야와의 시너지 효과 등으로 인해 적극적 시장 확대 및 소비자 가치 증대가 발생함을 다품목시장에서의 시장확대 모형을 통해 보였고, 또한 소비자 선택 유도 확대 시 의료서비스 시장에서의 경쟁이 활성화됨을 호텔링의 공간경쟁모형을 통해 보였다. 분석 결과 소비자 가치 증대의 장점과 함께 공급기반 감소에 따른 경쟁 약화의 부작용이 있을 수 있으므로 장기적으로 공정경쟁 관리 차원의 정책적 관심이 필요할 것으로 보인다.

Since the COVID-19 outbreak, the active utilization of new health care service utilizing the ICT technology and data science such as telemedicine, smart hospital, AI dignosis has been increasingly found. In this study we examined the business model of Amazon healthcare which leads disruptive innovation in U.S. health care industry with the introduction of hybrid model of telemedicin, in-person care and customer-centric online drug delivery, home-use diagnostic kit, characterized by the integrated model combining medical care, drug delivery and the use of diagnostic kit. We showed using the multiproduct competition model that the synergy effect between the Amazon's original business areas and the healthcare business area causes the active market penetration and the increase in the customer value from utilization of the Amazon care. Using Hotelling's spatial competition model, we also showed that the competition in the health care market can be greater when consumer's choice of health care providers are available in telemedicine platform. In the long, run the issue of competition being weakened due to the exit of less competent healthcare providers may arise, to which the policymakers in the charge of fair competition in health care industry should pay attention.

키워드

과제정보

이 논문은 2020년도 가천대학교 교내연구비 지원(GCU 2020-02640001)을 받아 수행된 연구임.

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