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

2. 1. Before I start (3 min.)
1) Alvin Toffler
2) approach
2. Digital transformation (15 min.)
1) industry crisis in South Korea*
2) uberization
3) digital transformation
4) the age of ‘tech’*
5) East vs. West
cf.) Hacker Way*
3. Platform & ICT industry (12 min.)
1) definition
2) business model
3) 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

3. 1. Before I start

4. 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 revolution and the
communication revolution, with emphasis on their effects on cultures worldwide.
[Link 1]
[Link 2]

5. “미래는 예측하는 것이 아니라,
상상하는 것”
『미래 쇼크 (1970)』

6. 『Future Shock (1970)』
“The future
cannot be
predicted,
but futures can
be invented.”
“No serious
futurist deals in
predictions.”
vs.

7. 2) approach
interactive
: conversation + web (news, sources)
speaking firmly, with little hesitation
: please understand the stylistic problem
mid & long-term view
: 5~10 years of time frame (‘imagination’)
hackerway.kr/8
(VBHC)

8. 2) approach
“I do my job,
and please think about
YOURS.”

9. 2. Digital transformation

10. 1) industry crisis in South Korea*
disruption in major industries [Link]
un-bundling [Link]
competition w/ China [Link 1] [Link 2] [Link 3] [Link 4]
NO nation-wide future strategy [Link]

11. 2) uberization
※ Source
“거침없이 질주하는 공유경제 기업들..불황이 오히려 기회”
― 서울경제 2016-08-09 16:50
vs.
68,000 M$
28,000 M$
[Link]

12. 3) digital transformation
digital
(online,
internet)
Ad.,media
commerce
distribution
H/W,製造業
edu.,finance,health
LifeTech.(衣食住)
publicinfra
[Link]

13. 4) the age of ‘tech’*
publish or perish [Link]
innovate or perish [Link]
the age of ‘tech’ [Link 1] [Link 2] [Link 3] [Link 4]
: Apple & Google… on A.I. or Self-driving car

14. 4) the age of ‘tech’*
[Link 1]
[Link 2]

15. East vs. West
East
• 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

16. 5) East vs. West
West
• and you get to marry Miranda Kerr

17. cf.) hacker way*
FB HQ : 1 Hacker Way, Menlo
Park, California 94025

18. 3. Platform & ICT industry

19. 1) definition*
two-sided market [Link]
match-making
intermediary [Link]

20. 1) definition*
[Link]
“경제학 이론 생산함수 Q = f (L, K) 관점에서 해석해 볼 때, Platform은
노동력(L)이나, 자본(L)이 온라인에서 거래되는 것을 의미 (JP Morgan)”

21. 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
Uber나 TaskRabbit 등은 “Labor Platform”이라고 부를 수 있는데, 노동 공급자가 파
트타임 혹은 풀 타임의 노동력을 노동 수요자에게 제공하여 거래가 일어나게 한다.
eBay나 Airbnb는 “Capital Platform”인데, 자본을 소유한 사람들이 해당 자본의 수요자에게
P2P(peer to peer)로 공급하여 거래가 일어나게 한다.

28. [Link]

29. [Link]

30. 2) business model
transaction, transaction and
transaction [Link]
cf.) Coupang(2015년 3.3조) vs. 위메프(2.4조) vs. 배달의 민족(1조), Toss(누적 1조)
in terms of GMV (Gross Merchandising Volume)
[Link 1] [Link 2] [Link 3] [Link 4]
Power comes first and value follows.
building
subscriber basis
creating
repetitive usage
generating BM
(by transaction)

31. 2) business model
mobile, car and home
in 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?”

32. 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

33. 4) global market / players*
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

34. cf.) more issues*
Industry 4.0
Digital Transformation
Masayoshi Son

35. 4. Case study

36. 1) Netflix*
“Netflix is not a media company,
but a tech. company.”

37. [Link 1] [Link 2] [Link 3] [Link 4]

38. 2) IoT*
“사물 인터넷은 컴퓨터, 스마트폰, 태블릿PC를 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)

39. 3) automobile industry
“Car as a Service” [Link]
key questions
1) is P/F play possible in Car industry?
2) who will be the winner of this competition?
3) and, what is the KFS to be market leader?

41. [Link 1] [Link 2] [Link 3] [Link 4]

42. 5. Value Based Health Care***

43. 1) problems
“mal-function of price mechanism”
“a little”
- competition, technology (ICT)
- personalization, data
“a lot”
- regulations, interest groups
- inefficiencies

44. two-sided market [Link]
match-making / intermediary [Link]
1) problems
“definition of PLATFORM”

45. 1) problems
“mismatch of Supply & Demand”
“no match-making (platform play)”
“no intermediary”
“one-sided market”

46. 2) problem-solving*
“ICBM”
IoT (Internet of Things)
Cloud Computing
Big data analytics
Mobile (Connectivity)
[Search]

47. [Link 1] [Link 2]
2) problem-solving*

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

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

50. 조대곤(2015), “ICT 기반의 보건의료서비스 동향”
2) problem-solving*

51. 2) problem-solving*
백롱민(2016), “ICT와 디지털 헬스케어 융합 통한 정밀의료 실현 가속화”

52. [Link 1] [Link 2] [Link 1] [Link 2]

54. vs. 경험의학, 직관의학
평균지향적 의학 (one-size fits all)
*Precision Medicine Initiative (2015)

56. *EMR, as a stepping stone of Precision Medicine

57. *barometer : whether using the “ICT” as a enabler
(mobile devices, data analytics)

59. 3) VBHC

60. 3) VBHC
volume vs. value
value
: patient health outcome
per dollar spent

61. 3) VBHC
key question!
value
: patient health outcome per dollar spent
outcome
: how can we measure the outcome?

62. 3) VBHC
input vs. output
mass vs. personalization
infra vs. business (service)
neutralization vs. differentiation
quantity vs. quality

63. ― Daniel Kraft (2014)

64. https://youtu.be/zrW3-yzWt5Q

66. Health expenditure per capita (2014, current
US$)
% of GDP (2014)
[Link]

67. 4) personalization
personal
methodology
differentiation
technology
data
curation
customization
segment
targeting

68. 5) BCG*
[Link]

69. 6) M. Porter*
[Link]

70. 6) M. Porter*

71. 6) M. Porter*

72. 6. Q & A

73. Summary

74. reason why : Apple & Google (‘peer group pressure’)
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

75. 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)

76. cf.) references
(김치원) (최윤섭)
https://www.facebook.com/chi.w.kim.16 https://www.facebook.com/yoonsup.cho

78. Recommended
Readings*

79. 하나금융경영연구소(2016)

80. “2016 정보통신기술(ICT) 융합 포럼”
2016-06-29 @여의도 전경련회관
key note : Kevin Ashton
speech : Smart & Connected World
A.I.
IoT & Healthcare
case study : 현대차, “자율주행”
LG전자, “스마트가전 & IoT”
KT, “VR 사업”
삼성SDI, “Wearable & Li-ion battery”
네이버, “A.I. & 음성검색”

81. [Link 1] [Link 2]

83. End of Document
Choi, Chang-Kyu
Manager, Future Strategy Team,
SK Telecom
choi.ck@sk.com
hackerway1@naver.com
facebook.com/hackerway1