21专访丨德勤孙晓臻：抢占“AI+健康”制高点 寻找差异化生死时速

Core Insights - The AI sector in healthcare and pharmaceuticals is experiencing rapid growth, with significant investments and advancements in technology [1][4][6] - The AI healthcare market in China is projected to exceed 20 billion yuan by 2025 and 100 billion yuan by 2030, with a compound annual growth rate of 43.2% [1][3] - Global AI in pharmaceuticals is expected to surpass $50 billion, with a focus on drug discovery and medical imaging, which together account for over 50% of the market [3][4] Market Trends - The World Artificial Intelligence Conference showcased over 800 companies and 3,000 cutting-edge exhibits, indicating a robust interest in AI applications [1] - Major internet companies are accelerating the development of "smart healthcare" ecosystems, driving demand in areas like medical imaging and AI-assisted diagnostics [1][4] - The investment landscape is shifting from early-stage speculation to a focus on platform capabilities and commercial viability [4][6] AI Applications - AI significantly enhances efficiency in target discovery and drug development, reducing the time from concept to validation [2][6] - The integration of AI in drug discovery is expected to improve the success rates of clinical trials, particularly in early phases [6][7] - AI's role in optimizing resource allocation and identifying viable drug candidates is becoming increasingly critical [2][6] Competitive Landscape - The relationship between traditional pharmaceutical companies and AI startups is evolving into a collaborative model, blurring the lines between the two [7][8] - Companies are now prioritizing the learning capabilities and sustainable output of AI platforms over mere pipeline quantity [8][9] - The focus on closed-loop validation systems and automated experimental platforms is becoming a key metric for assessing the long-term value of AI partnerships [9]