医療分野における仮想／拡張現実 (VR/AR)：テーマ別分析

近年、多数のIT企業やスタートアップ企業が医療向けVR/AR市場に参入しており、病院や研究機関とのコラボレーションも活発になってきています。具体的には、医学教育や画像誘導治療、神経心理学的症状や視覚障害の治療、リハビリテーションといった分野での積極的利用が想定されています。他方で巨額の開発費用も必要であり、資金面・技術面での協力を目的に、目指して企業合併・買収 (M&A) も活発化しています。

当レポートでは、世界の医療分野におけるVR/AR (仮想現実／拡張現実) の普及・活用状況について分析し、VR/ARの特性・機能や、医療産業における主な活用方法、医療産業の市場動向、バリューチェーンの構造や動静、各種の市場促進・抑制要因とその影響度、マクロ経済・技術開発・規制制定などの要因による影響、といった情報を取りまとめてお届けいたします。

第1章 目次

第2章 市場参入企業

第3章 産業動向

• 医療での使用事例：課題
• マクロ経済敵課題
• 技術的課題
• 規制面での課題

第4章 産業分析

• 市場規模・成長率の予測
• アンメットニーズ
• 市場促進要因
• 市場阻害要因
• 企業合併・買収 (M&A)、事業提携
• 年表
• 医療分野での使用事例

第5章 バリューチェーン

• デバイス・レイヤー
• アプリケーション・レイヤー

第6章 企業の分類

• 技術企業：ヘッドセット／スマートグラス
• その他の企業：医療用途

第7章 用語一覧

第8章 付録：「Thematic Research」の分析手法について

List of Tables

• Table 1: VR/AR in Healthcare Use Case Trends
• Table 2: Macroeconomic Themes
• Table 3: Technology Themes
• Table 4: Regulatory Themes
• Table 5: M&As in the Healthcare VR/AR Space
• Table 6: Partnerships in the VR/AR Healthcare Space
• Table 7: VR, AR, and MR HMDs by Type
• Table 8: Examples of Healthcare Applications That Are Used With VR/AR/MR HMDs
• Table 9: Examples of Top VR/AR Applications Available for Smartphones and Tablets
• Table 10: Examples of VR/AR/MR Applications Available from Pharma
• Table 11: Tech Companies: Headsets/Smart Glasses
• Table 12: Companies: Healthcare Applications
• Table 13: Glossary

List of Figures

• Figure 1: Who Are the Leaders and Challengers in VR/AR in the Healthcare Industry?
• Figure 2: The Top Five Vendors Commanded More Than 80% of the VR Headset Market in 2018
• Figure 3: In 2018, Microsoft and Google Accounted for a Quarter of the AR Hardware Market
• Figure 4: VR/AR Hardware and Software 2025 Forecasts
• Figure 5: In 2025, VR Software Will Have Highest Market Share (top); $5B From Healthcare Software (bottom)
• Figure 6: Unmet Needs in the Healthcare Space That Can Be Addressed by VR/AR Technologies
• Figure 7: Timeline
• Figure 8: Osso VR Software Training Simulation Module (left); HoloAnatomy App Using Microsoft's HoloLens (right)
• Figure 9: Alzheimer's Research UK's A Walk Through Dementia (left); GSK's The Migraine Experience (right)
• Figure 10: Cognoa's Superpower Glass (left); the Superpower Glass Intervention (right)
• Figure 11: AccuVein AR Technology with Vein Illumination Technology
• Figure 12: GameChange VR Hardware (left), and a Simulation Example of the Program (right)
• Figure 13: Prescription Digital Therapeutics Platforms Supporting Web, Mobile, and VR for Mental Health Treatment
• Figure 14: Nanome Platform for Drug Discovery Using Molecular Modeling Software
• Figure 15: VR/AR Value Chain
• Figure 16: The VR/AR Value Chain: Headsets
• Figure 17: The VR/AR Value Chain: Healthcare Applications by Use
• Figure 18: Five-Step Approach for Generating a Sector Scorecard

In recent years, an increasing number of partnerships have been forged between large technology companies, start-ups developing healthcare-specific applications, hospitals, and research centers in the Virtual Reality (VR)/Augmented Reality (AR) space due to increasing healthcare expenditure and the need for cutting-edge technologies to aid the development of novel therapies and diagnostics.

Partnerships between technology companies and healthcare-specific companies are on the rise, with high profile players increasingly looking to collaborate with those in the medical sphere. For example, in 2019, an increasing number of partnerships were formed between large multinationals including Dell, Microsoft, and AT&T, and smaller tech providers and VR/AR technology companies. The rationale behind many of these partnerships is health-related, spanning from improving neurosurgery, bringing VR/AR hardware into labs and clinics, and advancing commercialization standards for prescription digital medicines, as well as combining with emerging 5G to improve latency during surgery and remote patient monitoring.

VR and AR technologies have traditionally been associated with the entertainment industry, with virtual and immersive environments used for gamers, product designers, and architects. However, there are myriad possibilities for VR/AR technology in the healthcare sector, including medical education, image-guided treatment, the treatment of neuropsychological conditions, and visual impairment, as well as use in rehabilitation, which have fueled the need for this technology across the healthcare industry. As a result, the development of VR/AR technologies requires investment and collaboration between big tech, start-ups, and players across the entire healthcare ecosystem.

Technology giants are increasingly moving into the healthcare space, and while tech investment in health is not new, Mergers and Acquisitions (M&A) are increasing in value and number year-on-year, as well as the size of the players involved. Recent examples include Apple's acquisition of Akonia Holographics, an AR smart glasses company, and the buyout of Tueo Health's asthma monitoring start-up, both for undisclosed amounts.

Increasing partnerships and M&A activity in the area reflect that there are huge opportunities which are yet to materialize. The future of VR/AR in healthcare will depend on collaborations and M&A, which will play a huge role over the next five years in moving this technology forward from concept to reality in the healthcare industry.

The "Virtual/Augmented Reality in Healthcare - Thematic Research" report provides an assessment of the key healthcare, macroeconomic, technology, and regulatory themes impacting how VR/AR technologies are being used in healthcare today, and how this technology is expected to affect the healthcare sector in the future.

Scope

The Virtual and Augmented reality in Healthcare report provides an assessment of the key healthcare, macroeconomic, technology, and regulatory themes impacting how VR/AR technologies are being used in healthcare today, and how this technology is expected to affect the healthcare sector in the future.

Components of the report include -

• Key Industry Players - the big players in the VR/AR industry and where they sit in the value chain.

• Trends in the VR/AR space - key trends driving the adoption of the VR/AR technologies classified into four key categories: blockchain use case trends, technology themes, macroeconomic themes and regulatory themes.

• Industry Analysis and Impact of AR/VR in Healthcare - key VR/AR applications in the healthcare industry including case studies demonstrating how healthcare industry is using VR/AR technology for improved outcomes.

• Value Chain - VR/AR implementation and integration in the healthcare industry, highlighting the market drivers and barriers.

Reasons to buy

• Develop and design your corporate strategies through an in-house expert analysis of the key VR/AR applications impacting the healthcare industry.

• Develop business strategies by understanding how VR/AR is being used in the healthcare today and how this technology is expected to affect the healthcare sector in the future.

• Stay up to date on the industry's big players in the VR/AR industry and where they sit in the value chain.

• Identify emerging industry trends to gain a competitive advantage.

Table of Contents

1. Table of Contents

• 1.1. List of Tables
• 1.2. List of Figures

2. Industry Players

3. Industry Trends

• 3.1. Healthcare Use Case Themes
• 3.2. Macroeconomic Themes
• 3.3. Technology Themes
• 3.4. Regulatory Themes

4. Industry Analysisy

• 4.1. Market Size and Growth Forecasts
• 4.2. Unmet Needs
• 4.3. Market Drivers
• 4.4. Market Barriers
• 4.5. Mergers, Acquisitions & Partnerships
• 4.6. Timeline
• 4.7. Healthcare Case Studies

5. Value Chain

• 5.1. Device Layer
• 5.2. Application Layer

6. Companies Section

• 6.1. Tech Companies: Headsets/Smart Glasses
• 6.2. Companies: Healthcare Applications

7. Glossary

8. Appendix: Our "Thematic" Research Methodology

• 8.1. Bibliography
• 8.2. Traditional Thematic Research Does a Poor Job of Picking Winners and Losers
• 8.3. Introducing GlobalData's Thematic Engine
• 8.4. This Is How It Works
• 8.5. How Our Research Reports Fit into Our Overall Research Methodology
• 8.6. About GlobalData
• 8.7. About the Authors
• 8.8. Contact Us
• 8.9. Disclaimer