跳到主要內容

簡易檢索 / 詳目顯示

研究生: 蘇家禛
Su, Chia-Chen
論文名稱: AI 輔助肺癌早篩之商業模式與市場策略:以香港 LDCT 市場為例
Business Model and Marketing Strategy for AI-Assisted Lung Cancer Screening: The Case of Hong Kong’s LDCT Market
指導教授: 郭炳坤
口試委員: 蔡瑞煌
蔡文禎
郭炳伸
學位類別: 碩士
Master
系所名稱: 商學院 - 經營管理碩士學程(EMBA)
Executive Master of Business Administration(EMBA)
論文出版年: 2026
畢業學年度: 114
語文別: 中文
論文頁數: 59
中文關鍵詞: 人工智慧低劑量電腦斷層肺癌篩檢GE HealthCare價值導向醫療資源基礎理論SWOT 分析商業模式
外文關鍵詞: Artificial Intelligence (AI), Low-Dose Computed Tomography (LDCT), Lung Cancer Screening, Value-Based Healthcare, Business Model
相關次數: 點閱:44下載:0
分享至:
查詢本校圖書館目錄 查詢臺灣博碩士論文知識加值系統 勘誤回報
  • 本研究探討 GE HealthCare 在台灣與香港不同政策環境下,推動人工智慧(AI)結合低劑量電腦斷層(LDCT)之肺癌篩檢策略。肺癌為兩地主要癌症死因,帶來重大社會與經濟負擔。國際研究如 National Lung Screening Trial 與NELSON trial 證實,LDCT 可降低高風險族群死亡率 20%至 26%;惟大規模篩檢亦大幅增加影像判讀負荷。AI 在影像檢出上具高敏感度與效率,已成為推動價值導向醫療的重要工具。
    本研究採次級資料分析與比較分析法,結合 資源基礎理論 與 SWOT 分析,評估 GE HealthCare 之競爭優勢。結果顯示,台灣透過國家政策推動已建立規模化篩檢體系,早期檢出率達約 85%,但公部門 AI 投入亦對商業模式形成挑戰;香港則仍處政策探索階段,以私營自費與試點計畫為主,顯示潛在
    市場需求。
    研究指出,GE HealthCare 可藉由 Edison AI 平台 的臨床整合能力建立競爭優勢。針對香港市場,建議以「一篩多查」為核心,透過單次 LDCT 同時評估肺癌、心血管及其他慢性疾病風險,提升消費者健康投資報酬。策略上,短期建議聚焦高端健檢機構 B2B 合作;中期發展保險整合之B2B2C 模式;長期則應對接政策方向,爭取納入醫療補助體系,以強化在亞太智慧醫療市場之競爭地位。


    This study examines GE HealthCare’s strategy for promoting artificial intelligence (AI)-enabled low-dose computed tomography (LDCT) lung cancer screening under the different policy environments of Taiwan and Hong Kong. Lung cancer is a leading cause of cancer-related mortality in both markets, resulting in substantial social and economic burdens. International studies, including the National Lung Screening Trial and the NELSON trial, have demonstrated that LDCT screening can reduce mortality among high-risk populations by 20% to 26%. However, largescale screening programs also significantly increase the workload associated with image interpretation. With its high sensitivity and efficiency in image detection, AI has become an important tool for advancing value-based healthcare.
    This study adopts secondary data analysis and comparative analysis, incorporating the resource-based view and SWOT analysis to evaluate GE HealthCare’s competitive advantages. The findings indicate that Taiwan has established a large-scale screening system through government-led policies, achieving an early detection rate of approximately 85%. However, public-sector investment in AI also presents challenges to the development of commercial business models. In contrast, Hong Kong remains at an exploratory stage of policy development, with screening services primarily driven by private self-pay services and pilot programs, indicating potential market demand.
    The study suggests that GE HealthCare can build a competitive advantage through the clinical integration capabilities of the Edison AI platform. For the Hong Kong market, this study recommends adopting a “one scan, multiple assessments” approach. By using a single LDCT scan to assess the risks of lung cancer, cardiovascular disease, and other chronic conditions, this strategy can enhance the value of consumers’ investment in preventive healthcare.
    From a strategic perspective, the short-term priority should be B2B partnerships with premium health screening providers. In the medium term, an insurance integrated B2B2C model should be developed. In the long term, GE HealthCare should align with public policy directions and seek inclusion in healthcare subsidy programs, thereby strengthening its competitive position in the Asia-Pacific smart healthcare market.

    第一章 緒論 9
    第一節 研究背景與動機 9
    第二節 研究目的 11
    第三節 研究問題 12
    第四節 研究範圍與限制 13
    第二章 產業與政策環境分析 14
    第一節 全球肺癌篩查與 AI 發展趨勢 15
    第二節 香港政策與市場環境分析 16
    第三節 五力分析:GE Healthcare 在香港產業結構與挑戰 18
    第三章 公司競爭力與核心能耐分析 21
    第一節 公司簡介 21
    第二節 公司競爭力分析 22
    第三節 企業優勢 23
    第四節 關鍵資源 25
    第五節 核心能耐與動態競爭力分析 28
    第六節 商業模式的層次化構建分析 30
    第四章 行銷與銷售策略擬定 31
    第一節 市場區隔與目標客群設定 31
    第二節 SWOT 與策略矩陣分析 34
    第三節 價值主張與產品組合設計 37
    第四節 銷售與推廣策略 40
    第五章 結論 43
    第一節 研究發現:從政策引導到技術賦能的實證 45
    第二節 策略建議:建構 AI 驅動的商業生態系 45
    第三節 社會與政策展望:制度化與在地化的雙軌並行 47
    參考文獻 57

    Ardila, D., Kiraly, A. P., Bharadwaj, S., Choi, B., Reicher, J. J., Peng, L., Tse, D., Etemadi, M., Ye, W., Corrado, G., Naidich, D. P., & Shetty, S. (2019). Endto-end lung cancer screening with three-dimensional deep learning on lowdose chest computed tomography. Nature Medicine, 25(6), 954–961. https://doi.org/10.1038/s41591-019-0447-x
    Baldwin, D. R., Gustafson, J., Pickup, L., Arteta, C., Novotny, P., Declerck, J., Kadir, T., Figueiras, C., Sterba, A., Exell, A., Potěšil, V., Holland, P., Spence, H.,
    Clubley, A., O’Dowd, E., Clark, M., Ashford-Turner, V., Callister, M., & Gleeson, F. (2020). External validation of a convolutional neural network artificial intelligence tool to predict malignancy in pulmonary nodules. Thorax, 75(4), 306–312. https://doi.org/10.1136/thoraxjnl-2019-214104
    Cancer Expert Working Group on Cancer Prevention and Screening. (2023). Recommendations on prevention and screening for lung cancer: For health professionals. Centre for Health Protection, Department of Health, Government of the Hong Kong Special Administrative Region.https://www.chp.gov.hk/files/pdf/lung_cancer_professional_hp.pdf
    Crosbie, P. A., Balata, H., Evison, M., Bayliss-Brideaux, V., Colligan, D., Duerden, R., Eaglesfield, J., Elton, P., Foster, J., Greaves, M., Hayler, G., Higgins, C., Howells, J., Irion, K., Karunaratne, D., Kelly, J., King, Z., Manson, S., Mellor, S., … Booton, R. (2019). Implementing lung cancer screening: Baseline results from a community-based ‘Lung Health Check’ pilot in deprived areas of Manchester. Thorax, 74(4), 405–409. https://doi.org/10.1136/thoraxjnl2017-211377
    de Koning, H. J., van der Aalst, C. M., de Jong, P. A., Scholten, E. T., Nackaerts, K., Heuvelmans, M. A., Lammers, J.-W. J., Weenink, C., Yousaf-Khan, U., Horeweg, N., van ’t Westeinde, S., Prokop, M., Mali, W. P., Mohamed Hoesein, F. A. A., van Ooijen, P. M. A., Aerts, J. G. J. V., den Bakker, M. A., Thunnissen, E., Verschakelen, J., … Oudkerk, M. (2020). Reduced lungcancer mortality with volume CT screening in a randomized trial. New England Journal of Medicine, 382(6), 503–513. https://doi.org/10.1056/NEJMoa191179
    Department of Health, Government of the Hong Kong Special Administrative Region. (2026). Medical Device Administrative Control System (MDACS): Artificial intelligence medical devices (AI-MD): Technical reference TR-008. https://www.mdd.gov.hk/filemanager/common/mdacs/TR008E.pdf
    GE HealthCare. (2023, January 4). GE HealthCare completes spin-off and begins trading on Nasdaq. https://www.gehealthcare.com/about/newsroom/pressreleases/ge-healthcare-completes-spin-off-and-begins-trading-on-nasdaq
    Goldstraw, P., Chansky, K., Crowley, J., Rami-Porta, R., Asamura, H., Eberhardt, W. E. E., Nicholson, A. G., Groome, P., Mitchell, A., & Bolejack, V. (2016). The IASLC Lung Cancer Staging Project: Proposals for revision of the TNM stage groupings in the forthcoming (eighth) edition of the TNM classification for lung cancer. Journal of Thoracic Oncology, 11(1), 39–51. https://doi.org/10.1016/j.jtho.2015.09.009
    Hagiu, A., & Altman, E. J. (2017). Finding the platform in your product. Harvard Business Review, 95(4), 94–100. https://hbr.org/2017/07/finding-theplatform-in-your-product
    Health Promotion Administration. (2022, June 29). The first country to provide lung cancer screening for citizens with a family history of lung cancer or a history of heavy smoking: The Lung Cancer Early Detection Program was launched on July 1, 2022. Ministry of Health and Welfare. https://www.hpa.gov.tw/EngPages/Detail.aspx?nodeid=1053&pid=15748
    Hong Kong Cancer Registry. (2023). Overview of Hong Kong cancer statistics of 2021. Hospital Authority. https://www3.ha.org.hk/cancereg/pdf/overview/Overview%20of%20HK%20Cancer%20Stat%202021.pdf
    Hosny, A., Parmar, C., Quackenbush, J., Schwartz, L. H., & Aerts, H. J. W. L. (2018). Artificial intelligence in radiology. Nature Reviews Cancer, 18(8), 500–510. https://doi.org/10.1038/s41568-018-0016-5
    National Lung Screening Trial Research Team. (2011). Reduced lung-cancer mortality with low-dose computed tomographic screening. New England Journal of Medicine, 365(5), 395–409. https://doi.org/10.1056/NEJMoa1102873
    Porter, M. E. (2008). The five competitive forces that shape strategy. Harvard Business Review, 86(1), 78–93. https://hbr.org/2008/01/the-five-competitive-59 forces-that-shape-strategy
    Porter, M. E., & Teisberg, E. O. (2006). Redefining health care: Creating valuebased competition on results. Harvard Business School Press.
    Sihoe, A. D. L., Fong, N. K. Y., Yam, A. S. M., Cheng, M. M. W., Yau, D. L. S., & Ng, A. W. L. (2024). Real-world first round results from a charity lung cancer screening program in East Asia. Journal of Thoracic Disease, 16(9), 5890–5898. https://doi.org/10.21037/jtd-24-411
    Sung, H., Ferlay, J., Siegel, R. L., Laversanne, M., Soerjomataram, I., Jemal, A., & Bray, F. (2021). Global cancer statistics 2020: GLOBOCAN estimates of incidence and mortality worldwide for 36 cancers in 185 countries. CA: A Cancer Journal for Clinicians, 71(3), 209–249. https://doi.org/10.3322/caac.21660
    TALENT Investigators. (2024). Low-dose CT screening among never-smokers with or without a family history of lung cancer in Taiwan: A prospective cohort study. The Lancet Respiratory Medicine, 12(2), 141–152. https://doi.org/10.1016/S2213-2600(23)00338-7
    U.S. Food and Drug Administration. (2023). Artificial intelligence and machine learning (AI/ML)-enabled medical devices. https://www.fda.gov/medicaldevices/software-medical-device-samd/artificial-intelligence-and machinelearning-aiml-enabled-medical-devices
    US Preventive Services Task Force. (2021). Screening for lung cancer: US Preventive Services Task Force recommendation statement. JAMA, 325(10), 962–970. https://doi.org/10.1001/jama.2021.1117

    QR CODE
    :::