Apple’s Healthcare Roadmap
For physicians or any payer who covers healthcare expenses, there’s a market for this now, regardless of what happens with provider risk-sharing models. Apple’s healthcare services opportunity likely lies in harvesting the data from Watch and AirPods, then filtering, analyzing, and making it actionable. AI will be foundational to these services given the volume of data that needs to be processed. The offering would likely start with the consumer paying ~$300 for a Watch that captures heart rate, activity, sleep, temperature, blood pressure and makes the data actionable, then the physician would pay Apple a per month per user fee (~$10).
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