全球医药电子商务行业市场前景及投资研究报告-培训课件外文版2024.4

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MARKETSPharmae-commerceCHAPTER

01OverviewRevenueoftheonlinepharmacymarketworldwidefrom2017to2028(inbillionU.S.dollars)Revenueoftheonlinepharmacyindustryworldwide2017-2028908070605081.3774.1967.2161.0752.5145.3440.139.994028.57302010020.86201918.42201815.6920172020202120222023202420252026202720283Description:Theglobalrevenueintheonlinepharmacysegmentofthedigitalhealthmarketwasforecasttocontinuouslyincreasebetween2023and2028.Accordingtothisforecastin2028,therevenuewillhaveincreasedforthefourthconsecutiveyearto81.37billionU.S.dollars.Findfurtherinformationconcerningtherevenueintheonlinepharmacysegmentofthedigitalhealthmarketbylookingatothercountries,suchasChileandColombia.ReadmoreNote(s):Worldwide;2017to2028Source(s):HealthMarketInsightsCountrieswiththehighestonlinepharmacyrevenueworldwidein2023(inbillionU.S.dollars)Toponlinepharmacyrevenue-generatingcountriesworldwide202398.458765432105.661.81.611.13ChinaUnitedStatesSouthKoreaIndiaGermany4Description:AccordingtotheHealthMarketOutlook,Chinaisexpectedtohavethehighestgeneratedrevenueworldwideintheonlinepharmacymarketin2022atapproximately6.66billionU.S.dollars.Rankedsecondandthirdintermsoftotalgeneratedrevenue,areexpectedtobetheUnitedStatesandtheUnitedArabEmiratesrespectivelyReadmoreNote(s):Worldwide;estimatesSource(s):HealthMarketInsightsCompoundannualgrowthrate(CAGR)ofthedigitalhealthmarketinAsiain2020-2025,byproductsegmentCAGRofthedigitalhealthmarketAsia2020-2025,bysegment40%37%35%30%25%20%15%10%5%28%23%18%17%4%0%DigitalpharmaciesGenomics,otheromicsWearables,activitytrackers,fitnessDigitaldiagnostics,AIimagingTelemedicine,remotemonitoringCDM,digitaltherapies(CDS,cognitivegames)*5Description:Forthetimeperiodbetween2020and2025,digitalpharmacieswereprojectedtobethedigitalhealthsectorwiththebiggestcompoundannualgrowthrateof37percent.ThedigitalhealthmarketsizeinAsiawasforecastedtogrowacrossallproductsegments,withthedigitalpharmaciessectorexpectedtoreachcloseto34billionU.S.dollarsinvalueby2025.ReadmoreNote(s):Asia,APAC;2020Source(s):Arizton;BCCResearch;MarketsandMarkets;McKinsey&Company;MindCommerce;TechNavioSalesrevenueofmedicinethroughonlineretailpharmaciesasendsaleschannelinChinafrom2011to2022(inbillionyuan)SalesrevenueofmedicamentsviaonlineretailpharmaciesinChina2011-20226050403050.736.824.32013.89.910074.83.22.11.30.50.122011201220132014201520162017201820192020202120226Description:ThisstatisticshowsthesalesrevenueofmedicineinonlineretailpharmaciesinChinafrom2011to2022.In2022,therevenuefromdrugsalesviaonlinepharmaciesamountedtoabout50.7billionyuaninChina.

ReadmoreNote(s):China;2011to2022Source(s):MENETPrescriptionrevenuesintheUnitedStatesin2022,bypharmacytype(inbillionU.S.dollars)PrescriptionrevenuesintheU.S.2022,bypharmacytype2001871801601401201008016375606040200Mail-orderandonlinepharmaciesRetailchainsRegionalpharmacies(e.g.massretailgrocers)Independentpharmacies7Description:In2022,mail-orderandonlinepharmaciesweretheleadingtypeofpharmacyintheUnitedStatesinannualprescriptionrevenue,generatinganestimated187billionU.S.dollars.Retailchainsrankedsecond,with163billionU.S.dollars,whileregionalandalternativepharmacieslaggedwith75billionand60billionU.S.dollars,respectively.ReadmoreNote(s):UnitedStatesSource(s):McKinsey&Company;VarioussourcesCHAPTER

02E-commerceadoptionShareofbusiness-to-consumer(B2C)pharmacies'revenuecomingfromdigitalchannelsworldwideinselectedyearsfrom2020to2024B2Cpharmacies'revenuesharefromdigitalchannelsworldwide2020-202450%46%45%40%35%30%25%20%15%10%5%33%21%0%202020222024*9Description:In2022,globalbusiness-to-consumer(B2C)pharmacyprofessionalsgaveinsightintotheshareofrevenuecomingfromonlinechannels.Accordingtothesurvey,e-commercecontributedtoapproximately21percentoftheirrevenuein2020.However,theyexpectedasignificantincreaseinthisshare,estimatingittoreacharound46percentby2024.ReadmoreNote(s):Worldwide;February2022;4,102respondents;18yearsandolderSource(s):SShareofbusiness-to-business(B2B)pharmacies'revenuecomingfromdigitalchannelsworldwideinselectedyearsfrom2020to2024B2Bpharmacies'revenuesharefromdigitalchannelsworldwide2020-202460%54%50%40%33%30%19%20%10%0%202020222024*10Description:In2022,globalB2Bprofessionalsfromthepharmaceuticalfieldprovidedinsightintodigitalchannelrevenuegrowthfrom2020to2024.In2020,theyestimatedthataroundone-fifthofrevenuecamefromonlineorders.By2024,theshareofe-commercerevenueisforecasttoincreasetomorethan50percent.ReadmoreNote(s):Worldwide;February2022;4,102respondents;18yearsandolderSource(s):SalesforceResearchShareofbusiness-to-consumer(B2C)pharmacies'investingindigitalcommercechannelsworldwidein2022,bychannelDigitalcommercechannelsB2Cpharmaciesinvestedinworldwide2022Shareofrevenue0%10%20%30%40%50%60%70%80%90%WebsitePoint-of-sale82%64%Third-partymarketplacesSalesrepresentatives55%45%45%Costumerservicecenter,phone/mailorderMobileapp36%Third-partydistributorsSocialmedia18%9%11Description:In2022,globalbusiness-to-consumer(B2C)pharmacieshaveinvestedinvariousdigitalcommercechannels.Websiteswereinvestedinbythevastmajorityofpharmacies,withashareof82percent,whilepoint-of-salewasinvestedinbyalmost20percentless,at64percent.Pharmaciesalsopreferredthird-partymarketplaces,asmorethan50percentinvestedintheonlinechannel.ReadmoreNote(s):Worldwide;February2022;4,102respondents;18yearsandolderSource(s):SShareofbusiness-to-business(B2B)pharmacies'investingindigitalcommercechannelsworldwidein2022,bychannelDigitalcommercechannelsB2Bpharmaciesinvestedinworldwide2022Shareofrespondents0%10%20%30%40%50%60%70%80%80%90%SalesrepresentativesThird-partydistributors60%Costumerservicecenter,phone/mailorderThird-partymarketplacesPoint-of-sale40%20%20%20%Mobileapp12Description:In2022,globalbusiness-to-business(B2B)pharmaciesinvestedinmultipledigitalcommercechannels.Salesrepresentativeswerepreferredbyashareof80percent,withthird-partydistributorsbeinginvestedinby60percent.Around40percentofpharmaciesinvestedincustomerservicecentersandphoneormailorders.ReadmoreNote(s):Worldwide;February2022;4,102respondents;18yearsandolderSource(s):SPlansforheadlesscommerceimplementationinthepharmacyindustryin2022Implementationofheadlesscommerceinpharmacyindustry2022Currentlyhaveheadless17%Noplanstoimplementheadlesswithintwoyears33%Plantoimplementheadlesswithintwoyears50%13Description:Inthepharmacyindustry,halfoftherespondentsplantoimplementheadlesscommerceattheircompanywithintwoyears.Ontheotherhand,33percenthavenoplanstodosointhenearfuture,and17percenthavealreadydoneso.

ReadmoreNote(s):Worldwide;February2022;4,102*;*RespondentsincludedprofessionalsfromB2B,B2C,andB2B2CcompaniesacrossNorthAmerica,LatinAmerica,AsiaPacific,Japan,andEurope.Allrespondentswerethird-partypanelists(andwerenot[...]

ReadmoreSource(s):SalesforceResearchCHAPTER

03LeadingstoresToponlinestoresinthepharmacysegmentworldwidein2022,bye-commercenetsales(inmillionU.S.dollar)Toponlinestoresinthepharmacysegmentworldwide2022,bynetsalesE-commercerevenueinmillionU.S.dollar02004006008001,0001,2001,4001,6001,8002,0001,972.22,2001,434.4docmorris.deapteka.ru743.3719.8676.9apotea.se520.8.br456.1394.1345268.8apoteket.se15Description:In2022,wastheleadingpharmacye-commercewebsiteworldwide,with1.9billionU.S.dollarsinonlinerevenues,followedbywith1.4billion.Scameinthirdwith743milliondollars.Withanestimated719milliondollarsine-commercesalesin2022,Docmorris.dewasthefourthlargestonlinepharmacystore.ReadmoreNote(s):Worldwide;2022Source(s):ecommerceDB.com;ShareofonlinehealthproductssalesinChinain2022,bye-commerceplatformShareofonlinehealthproductssalesinChina2022,byplatformShareofsales8%0%2%4%6%10%12%14%16%18%JD.comTmall17%17%TmallinternationalJDglobal16%13%Douyin10%Pinduoduo5%5%TaobaoglobalKaolacross-border2%16Description:In2022,JD.comandTmallaccountedfor17percentmarketsharerespectivelyinChina'shealthandnutritione-commercemarket.Meanwhile,TmallGlobalfollowedcloselybehindwithapproximately16percent.ReadmoreNote(s):China;2022Source(s):EarlyDataToponlinestoresinthepharmacysegmentintheUnitedStatesin2022,bye-commercenetsales(inmillionU.S.dollar)ToponlinestoresinthepharmacysegmentintheU.S.2022,bynetsales2,5002,3122,0001,5001,0005001,43454112830017Description:Wistheonlineshopwiththehighestonlinenetsalesthatissellingproductsinthepharmaciese-commercemarketintheU.S.,witharevenueof2.3billionU.S.dollarsin2022,followedbywith1.4billion.Thirdplaceistakenbywith541milliondollars.NisthefourthbiggestpharmaciesonlinestoreintheU.S.with128millionin2022.ReadmoreNote(s):2022Source(s):ecommerceDB.com;ToponlinestoresinthepharmacysegmentintheUnitedKingdom(UK)in2022,bye-commercenetsales(inmillionU.S.dollar)ToponlinestoresinthepharmacysegmentintheUK2022,bynetsalesE-commercerevenueinmillionU.S.dollar020406080100120140160180200pharmacy2u.co.uk18613237theindependentpharmacy.co.ukayp.healthcare191918Description:Pharmacy2u.co.ukistheonlineshopwiththehighestonlinenetsalessellingproductsinthepharmaciese-commercemarketintheUnitedKingdom,witharevenueof186millionU.S.dollarsin2022,followedbywith132million.Thirdplaceistakenby,with37milliondollars.Theindependentpharmacy.co.ukisthefourthbiggestpharmacyonlinestoreintheUK,withmorethan19millionin2022.ReadmoreNote(s):2022Source(s):ecommerceDB.com;ToponlinestoresinthepharmacysegmentinGermanyin2022,bye-commercenetsales(inmillionU.S.dollar)Germany:Top5pharmacyonlinestoresE-commercerevenueinmillionU.S.dollar0100200300400500600700800docmorris.de743.3719.8medikamente-per-klick.demedpex.de224.8180.9apodiscounter.de163.619Description:SistheonlineshopwiththehighesteCommercenetsalesthatissellingproductsinthePharmaciese-commercemarketinGermany,witharevenueofUS$743.3millionin2022generatedinGermany,followedbydocmorris.dewithUS$719.8million.Thirdplaceistakenbymedikamente-per-klick.dewithUS$224.8million.Medpex.deisthefourthbiggestPharmaciesonlinestoreinGermanywithUS$180.9millionin2022.ReadmoreNote(s):2022Source(s):ecommerceDB.com;ToponlinestoresinthepharmacysegmentinItalyin2022,bye-commercenetsales(inmillionU.S.dollar)ToponlinestoresinthepharmacysegmentinItaly2022,bynetsalesE-commercerevenueinmillionU.S.dollar30

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500102060708090100farmacialoreto.itfarmacosmo.it8780shop-farmacia.it80504920Description:farmacialoreto.itistheonlineshopwiththehighestonlinenetsalessellingproductsinthepharmaciese-commercemarketinItaly,witharevenueof87millionU.S.dollarsin2022,followedbyfarmacosmo.itandshop-farmacia.it,eachwithroughly80million.Nextwas,with50millionU.S.dollars,whileisItaly'sfifthlargestpharmacyonlinestore,withnearly49milliondollarsin2022.ReadmoreNote(s):Italy;2022Source(s):ecommerceDB.com;CHAPTER

04ConsumerbehaviorLeadingonlinesourcesforhealthandpharmaceuticalproductinspirationworldwidein2023Toponlinesourcesforhealthandpharmaceuticalsinspirationworldwide2023Shareofrespondents15%0%5%10%20%25%30%LeadingmarketplaceSearchenginesRetailersites26%17%14%Brandwebsites13%22Description:In2023,consumersworldwidehavedifferentpreferencesforhowtogetinspirationfortheirhealthandpharmaceuticalproductsonline.Themajority,aroundaquarterofconsumers,saidtheypreferredtobrowseleadingmarketplaces,whileroughly17percentofrespondentsusedsearchenginestofindinspiration.Retailersiteswerepreferredbyapproximately14percentofrespondents.

ReadmoreNote(s):Worldwide;April6to20,2023;31,647respondentsSource(s):WundermanThompsonCommerceLeadingonlinesourcestosearchforhealthandpharmaceuticalproductsworldwidein2023Toponlinesourcestosearchforhealthandpharmaceuticalsproductsworldwide2023Shareofrespondents15%0%5%10%20%25%30%LeadingmarketplaceSearchenginesRetailersites26%15%14%Brandwebsites12%23Description:In2023,consumersworldwidehavedifferentpreferencesonhowtosearchfortheirhealthandpharmaceuticalproductsonline.Nearlyaquarterofconsumerssaidtheypreferredtosearchfortheseproductsonleadingonlinemarketplaces,whileonlyaround15percentofrespondentsusedsearchengines.Similarly,roughly14percentofrespondentssearchedforpharmaceuticalproductsonretailersites.

ReadmoreNote(s):Worldwide;April6to20,2023;31,647respondentsSource(s):WundermanThompsonCommerceLeadingonlinesourcestopurchasehealthandpharmaceuticalproductsworldwidein2023Toponlinedestinationstobuyhealthandpharmaceuticalsitemsworldwide2023Shareofrespondents10%0%5%15%20%25%LeadingmarketplaceIneverbuythisproductonlineSupermarketsandgrocersRetailersites23%15%12%10%Othermarketplaces8%24Description:Globalconsumershavedifferentpreferencesforwheretheypurchasehealthandpharmaceuticalproductsonlinein2023.Approximately23percentofrespondentssaidtheypreferredleadingonlinemarketplaces,while15percentadmittedthattheyneverpurchasedpharmaceuticalsviatheinternet.Around12percentpreferredsupermarketsandgrocerstopurchasetheiritemsonline.ReadmoreNote(s):Worldwide;April6to20,2023;31,647respondentsSource(s):WundermanThompsonCommerceShareofconsumerspurchasingpharmaceuticalproductsonlinein2ndquarter2023,byselectcountriesShareofshoppersbuyingpharmaceuticalsonline2023,bycountryShareofrespondents0%5%10%15%20%25%30%35%40%45%50%SwedenUnitedStatesGreece45%32%31%30%29%GermanyAustriaBelgiumCzechRepublicItaly27%26%26%GlobalaverageUnitedKingdomNorway24%24%23%23%PolandAustralia21%25Description:Accordingtoaglobalsurveyconductedinthesecondquarterof2023,Swedenhasthehighestpercentageofconsumerspurchasingpharmaceuticalproductsonline,with45percent.TheUnitedStatesandGreecetrailedbehindwith32and31percentofrespondents,respectively,whoreportedbuyingpharmaceuticalproductsonlineduringthesameperiod.ReadmoreNote(s):Worldwide;Q22023;19,293*;*Consumersparticipatedinthesurveyinthefollowingcountries:theU.S.,UK,Australia,Germany,Austria,theNetherlands,Belgium,France,Sweden,Norway,Finland,NewZealand,Italy,Poland,Portugal,[...]

ReadmoreSource(s):Klarna;NepaShareofconsumerspurchasingpharmaceuticalproductsonlineworldwidein2ndquarter2023,bygenerationalcohortShareofglobalshoppersbuyingpharmaceuticalsonline2023,bygeneration35%32%30%25%22%21%20%15%10%5%18%0%GenZ(18-24years)Millennials(25-40years)GenX(41-56years)BabyBoomers(57-75years)26Description:Whencomparingtheshareofconsumerspurchasingpharmaceuticalproductsonlinein2023acrossdifferentgenerations,millennialsleadthepackat32percent.GenXrankedsecond,withnearlyonequarter(22percent)ofindividualsaged41to56makingonlinepurchasesofpharmaceuticalproductsduringthesurveyperiod.ReadmoreNote(s):Worldwide;Q22023;19,293*;*Consumersparticipatedinthesurveyinthefollowingcountries:theU.S.,UK,Australia,Germany,Austria,theNetherlands,Belgium,France,Sweden,Norway,Finland,NewZealand,Italy,Poland,Portugal,[...]

ReadmoreSource(s):Klarna;NepaShareofconsumerspurchasingpharmaceuticalproductsonlineinselectcountriesin2ndquarter2023,bygenderShareofshoppersbuyingpharmaceuticalsonline2023,bycountryandgenderShareofrespondentsWomenMen30%0%10%20%40%50%60%25%GlobalaverageSwedenCzechRepublicGreece22%22%54%39%39%34%33%33%27%27%GermanyAustriaBelgium26%31%30%29%24%Italy21%UnitedStatesUnitedKingdomPoland34%25%24%24%22%22%24%Finland27Description:Accordingtoaglobalsurveyconductedinthefirstquarterof2023,Swedenhasthehighestproportionofonlinepharmaceuticalproductpurchasersamongmenandwomen,with39percentand54percent,respectively.Innearlyall18surveyedcountries,thepercentageoffemaleconsumersbuyingpharmaceuticalproductsonlinesurpassedthatofmales.ReadmoreNote(s):Worldwide;Q22023;19,293*;18yearsandolder;*Consumersparticipatedinthesurveyinthefollowingcountries:theU.S.,UK,Australia,Germany,Austria,theNetherlands,Belgium,France,Sweden,Norway,Finland,NewZealand,Italy,[...]

ReadmoreSource(s):Klarna;NepaConsumersresearchingprescribedmedicationonmobileappsormedicationretailerwebsitesbeforepurchasingworldwidein2023,byregionConsumersresearchingprescribedmedicationonlinebeforebuyingworldwide2023Shareofrespondents0%5%10%15%20%25%30%AllUAE18%28%APAC24%NorthAmericaEurope15%12%28Description:In2023,nearlyoneinfiveglobalconsumersresearchedonlinebeforebuyingmedicationprescribedbytheirdoctorsorhealthcareproviders.Theseonlinechannelsincludedmobileapps,websitesofmedicationretailers,andaggregators.IntheUnitedArabEmirates,about28percentofconsumerspreferredtoresearchonlinebeforepurchasingprescribedmedication,makingittheregionwiththehighestshare.InEurope,only12percentofrespondentsdidthesame.

ReadmoreNote(s):Worldwide;May2023;18yearsandolderSource(s):YouGovShareofconsumersresearchingonlinereviewsandratingsonsocialmediaplatformsbeforepurchasingprescribedmedicationworldwidein2023,byregionShareofconsumersresearchingprescribedmedicationonsocialmediaworldwide2023Shareofrespondents0%5%10%15%20%25%30%35%AllUAE20%29%APAC28%NorthAmericaEurope17%14%29Description:Globally,oneinfiveconsumersresearchedonlinereviewsandratingsonsocialmediaplatformsbeforepurchasingprescribedmedicationin2023.ConsumersintheUnitedArabStatesresearchedtheseproductsthemostonsocialmedia,withnearlythreeoutoftenconsumers.Similarly,around28percentofshoppersintheAsia-Pacificregionturnedtosocialmediabeforebuyingmedications.ReadmoreNote(s):Worldwide;May2023;18yearsandolderSource(s):YouGovShareofconsumersresearchingmedicationmanufacturers'websitesbeforepurchasingprescribedmedicationworldwidein2023,byregionGlobalshoppersresearchingmedicationonmanufacturers'sitesbeforebuying2023Shareofrespondents0%5%10%15%20%25%30%AllUAE23%28%APAC22%22%NorthAmericaEurope21%30Description:In2023,around23percentofglobalconsumersresearchedtheirprescribedmedicationonthemanufacturers'websitesbeforepurchasingtheseitems.Whencomparingregions,shoppersintheUnitedArabEmirates(UAE)researchedthesesitesthemost.NearlythreeoutoftenUAEconsumersvisitedmanufacturerwebsitesbeforepurchasingmedicationprescribedbytheirdoctorsorhealthcareproviders.

ReadmoreNote(s):Worldwide;May2023;18yearsandolderSource(s):YouGovKeyfiguresondeliveryspeedexpectationsforonlinepurchasesofhealthandpharmaceuticalproductsworldwidein2023Keyfiguresondeliveryexpectationsofonlinepharmaordersworldwide2023IndicatorValue1.5934AverageexpecteddaysfordeliveryExpecteddeliveryinlessthan2hours(inpercent)Expecteddeliveryinlessthan24hours(inpercent)5331Description:In2023,globalonlineconsumersofhealthandpharmaceuticalproductsexpecttheirorderstobedeliveredonaverageafter1.59days.Asignificantamountofconsumersalsoexpectfastdeliveriesofhealthandpharmaorders.Whilealittleover30percentofrespondentsbelievetheirdeliveryshouldcomeinlessthantwohours,morethan50percentthinkthattheirordersshouldbedeliveredwithin24hours.ReadmoreNote(s):Worldwide;April6to20,2023;31,647respondentsSource(s):WundermanThompsonCommerceFrequencyinwhiche-shopperspurchasedmedicinalproductsonlineworldwidein2022,bycountryFrequencyofonlinepurchasesofmedicineworldwidein2022,bycountryShareofrespondentsAtleastonceaweek

2or3timesamonth

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90%100%BelgiumBrazilBulgariaChinaCroatiaCzechRepublicEstoniaFranceGermanyHungaryIndonesiaIreland32Description:Globalconsumers,inmostcountries,purchasedmedicinalproductsapproximatelyonceamonthonlinein2022.ThecountrywiththelargestshareofrespondentsthatpurchasedmedicineonaweeklybasiswasthePhilippines,with21percentofshoppers.Vietnam,Indonesia,andSingaporefollowedclosebehindwith14percent,13percent,and12percent,respectively.Thailandhadthefifth-highestshareofweeklyonlinemedicineshoppersat10percent.

ReadmoreNote(s):Worldwide;May30toJuly26,2022;800-1,525respondents*;18-70years;regulare-shoppers;*Allrespondentspurchasedphysicalgoodsonline,atleastonce,sinceJanuary2022,andhaditdelivered.

ReadmoreSource(s):DPD;GfKCHAPTER

05OnlinetrafficLeadingpharmacywebsitesworldwideinAugust2023,bymonthlyvisits(inmillions)Mostvisitedpharmacywebsitesworldwidein2023Monthlyvisitsinmillions400102030506070809078.33225.825.7apteka.ru.breapteka.ru20.31817.4tabletki.uaapollopharmacy.inpharmeasy.in.br13.21211.534Description:InAugust2023,rankedasthemostvisitedpharmacywebsiteworldwide,witharound78.3millionmonthlyvisits.Dcameinsecondplace,astheU.S.-basedpharmacywebsiteamassed32millionvisits.Russia'smostpopularonlinepharmacy,apteka.ru,placedthird,withroughly25.7millionvisits.ReadmoreNote(s):Worldwide;September1,2023;total