Fully understand Apple's healthcare play with this chart.
 | | Digital Health Chart | | How Apple could generate $313 billion from healthcare in 2027 — and why it won't… Apple's healthcare play could generate $313 billion in revenue by 2027 — more than double Apple's total revenue in fiscal year 2018. Apple's myriad moves into healthcare have laid the foundation for anywhere between $15 billion and $313 billion in healthcare-related revenue by 2027, with a midpoint estimate of $91 billion, according to a Morgan Stanley report shared with Business Insider.…
 | | | * This chart was taken from Business Insider Intelligence's Digital Health Research coverage, which is exclusively available to all Premium subscribers. You can get full access to this chart and data set, over 250 reports, and other timely updates when you sign up today.
Here's Apple's path to $313 billion in healthcare-related revenue by 2027: - Apple continues its rapid growth pace in the wearables market. Apple's pinned healthcare as a new channel to drive Watch sales and has landed major US insurer partnerships over the past year. The tech giant is also working to embed new medical sensors in the Watch to carve out more niche use cases like diabetes management and broaden its addressable market. Apple grew wearable revenue 42% year-over-year (YoY) in 2018 and could hit around $15 billion in healthcare-related revenue by 2021 if it continues on that trajectory.
- Apple monetizes its healthcare investments through existing services like iCloud and App Store. For example, Apple could charge a "take rate" on health services delivered through its App store. While health and fitness app gross revenue from Apple's App Store totaled $670M — just 1% of App Store gross revenue — building a more robust ecosystem of mobile health apps presents a lucrative opportunity.
- Apple generates substantial fee-related revenue by reducing healthcare's massive waste problem. Medical waste cost the US healthcare system somewhere between $560 million and $1.3 trillion in 2011. If Apple can streamline healthcare data flows to reduce administrative burdens and unnecessary treatments for health firms, it could reduce waste and charge a fee for the service. Morgan Stanley's high-end estimate assumes that Apple could reduce up to 50% of all US healthcare waste by 2027.
And here's why we think Apple will fall far short of that high-end revenue mark: - We're skeptical Apple will...
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