세계의 종양 영상 AI 전략 펄스(2025-2032년) - 실현 경로, 기반기술, 실천 가이드

Summary

The global oncology segment of medical imaging AI grows from US$ 604.7M in 2023 to US$ 7.74B in 2032, a 32.7% CAGR, making it one of the fastest-expanding pools in imaging AI.

"Oncology Imaging AI Strategy Pulse 2025-2032: Pathways, Platforms & Playbooks" is Marketstrat's global deep-dive on how cancer imaging AI is actually being bought, deployed, and scaled across health systems, OEMs, and pharma.

The report positions oncology as the reference use case for medical imaging AI-where enterprise buyers are defining budgets, governance rules, platform choices, and evidence standards that will spill over into every other AI-imaging domain.

Built on Marketstrat's Markintel(TM) framework stack, the report combines:

• A 2023-2032 global market forecast for oncology imaging AI
• Competitive architecture across six vendor clusters (AI software, OEMs, RT, platforms, providers/telerad, imaging pharma/CRO)
• Actionable GTM and packaging playbooks using proprietary matrices (M3, ARC, GTM Growth-Maturity, Upgrade & Package Ladders)

The result is a strategy-grade view designed for executives in imaging AI, oncology IT, radiology, RT, pharma, private equity, and health systems who need more than high-level TAM numbers. If your organization is deciding where to play, how to win, and how to package in oncology imaging AI between now and 2032, this report is designed to be the strategic baseline you build on.

Key Market Trends

1. From single-use CAD to pathway-centric, measurement-first AI

• Spend is shifting from isolated detection apps to measurement-centric workflows: segmentation, volumetrics, RECIST/PERCIST tools, radiomics, PET dosimetry, and structured reporting.
• Detection & diagnosis remains foundational, but Quantification & Analytics and Reporting & Communication gain share as tumor boards and payers demand reproducible metrics, not just "AI flags."

2. Screening programs as durable AI budget anchors

• National and regional breast DBT and LDCT lung screening initiatives in the US, Europe, China, Japan, and selected middle income markets are embedding AI into operating models (triage, second reads, QA, centralized reading).
• For vendors, oncology AI increasingly shows up as a line item in screening and RT program budgets, rather than experimental IT spend.

3. Theranostics & RT planning as high-value niches

• PSMA/SSTR theranostics and advanced PET/CT, combined with auto-contour and adaptive RT, create demand for multi timepoint quantitative AI.
• Oncology imaging AI becomes the measurement engine behind treatment planning, response tracking, and eventual value based oncology models.

4. Platformization, marketplaces, and governance

• PACS-integrated AI marketplaces, neutral AI platforms, and cloud orchestrators remove deployment friction and enable multi-vendor oncology suites under a single contract.
• Evidence, validation, and monitoring capabilities (AIops) are becoming explicit RFP criteria, not a nice to have.

5. APAC momentum and global equity gaps

• APAC's growth rate now exceeds Europe's, driven by state-backed screening and domestic OEMs/platforms.
• At the same time, adoption remains uneven in LATAM and MEA, where cloud-first, PPU and teleradiology models are emerging to bridge access gaps.

6. Regulatory velocity as a competitive moat

• Vendors with a steady cadence of oncology-relevant FDA, CE/MDR, and local approvals are winning more enterprise tenders and payer pilots.
• Marketstrat's ARC-Index (Approvals, Reimbursement, Clinical validation) quantifies this gap by use case and cluster.

Competitive Landscape

The report maps the oncology imaging AI landscape into six tightly defined clusters, each with its own economics, rails, and GTM logic:

AI Software Vendors

• Breast DBT, CT-lung, PET response analytics, radiomics, tumor-board reporting.
• Prime Drivers: breast DBT suites, CT-lung triage & management.

Imaging OEMs (CT/MR/PET/DBT/US)

• Factory and retrofit attach on oncology packs (DBT+AI, CT-lung, PET quant, recon/dose AI, PCCT oncology).
• Control hardware attach-rate and scanner-level bundling.

RT & Oncology Planning Vendors

• Autocontour, Plan QA, Adaptive RT, response-linked planning, dose accumulation.
• Value realized at per-room level with tight TPS/linac integration.

AI Platforms & Cloud Providers

• Neutral marketplaces, orchestration layers, governed AIops platforms delivering one-contract deployment and monitoring.

Providers & Teleradiology Networks

• AI-assisted screening, oncology reads, tumor-board support, and network QA; convert app level value into service line revenue and outcomes.

Imaging Pharma / CRO & Trials Players

• Radiomics and quantitative endpoints, theranostics quant, lesion-level response analytics, RWE and HTA support.

Within each cluster, the report provides:

• Markintel M3 (Market Momentum Matrix) - showing segments in four quadrants
• GTM Growth-Maturity Matrices - showing market position of companies by cluster.
• Competitive Datasets & Scoreboards - vendor roles, channels, evidence posture, regions of strength.

This gives strategists a clear view of where to partner, where to compete, and where to buy or build.

Why This Report

1. Built for strategy, not just market sizing

Most AI market reports stop at "how big is the TAM." This report is designed for board, C suite, and BU level decisions in oncology imaging AI. It links numbers directly to:

• Portfolio choices (which modalities, tumor sites, and pathway stages to prioritize)
• Platform and partnership strategy (OEMs, RT, platforms, providers, pharma)
• Pricing, packaging, and upgrade ladders aligned to evidence and readiness

2. Explicitly pathway and attach rate driven

Oncology imaging AI uplifts do not come from scanner unit growth-they come from attach rate expansion and pathway adoption (screening, RT, theranostics, response monitoring). The model explicitly reconstructs revenue via:

• Installed base and exam volumes by modality and country
• Factory and retrofit attach-rates for oncology AI modules
• ASP/ARPU bands by revenue stream and end use

This makes the forecasts more useful for OEMs, software vendors, and platforms that live in attach rate math-not just high level CIO dashboards.

3. Actionable frameworks for GTM and packaging

The Markintel framework stack turns data into concrete, testable plays:

• M3 Market Momentum Matrix
• ARC-Index tells you which use cases are deployment-ready vs pilot stage.
• GTM Growth-Maturity matrices identify partners, M&A targets, and competitors by cluster.
• Upgrade & Package Ladders show how to package oncology AI into Foundation / Advanced / Elite offerings with embedded commercial rules.

This is particularly valuable for:

• Product & portfolio leaders - deciding where to invest, sunset, or bundle.
• GTM, commercial, and pricing teams - defining SKUs, floors, and discount structures.
• Investors and BD/M&A - identifying platforms and clusters with structural momentum.

4. Evidence-weighted and vendor agnostic

The analysis is evidence-weighted, not hype-led, and spans both incumbents and challengers across regions. It provides:

• Neutral, structured coverage of leading and emerging vendors in each cluster.
• Clearly labeled Evidence Confidence levels for placements and ARC scores.
• A methodology that can be revisited and extended as new data, trials, and approvals come online.

5. Designed to be reused

Tables, charts, and frameworks are crafted so they can be dropped directly into internal decks, investment committees, BD memos, and board packs with minimal rework, helping teams:

• Explain complex oncology AI dynamics to non technical stakeholders.
• Justify budgets and strategic bets with quantified, segmented evidence.
• Align product, sales, and partnership roadmaps around the same view of the market.

Companies Mentioned:

The list is cluster balanced-it includes AI software specialists, modality OEMs, RT/TPS vendors, platform players, provider/telerad networks, and imaging pharma/iCROs that feature in the oncology analysis.

TABLE OF CONTENTS

SECTION 1 - HOW TO USE THIS STRATEGY PULSE

• What This Pulse Answers
• How This Strategy Pulse Relates to The Horizon Research Program
• Who Should Use This Pulse-And for What
• What Is Not in Scope
• How To Read the Rest of the Document

SECTION 2 - EXECUTIVE SUMMARY

• Why This Market Matters - The 25-Second Read
• Global Growth at A Glance (2023-2032)
• Where Along the Pathway the Money Is Moving
• Global Market Drivers & Restraints
  • Key Growth Drivers
  • Structural Restraints
• Regional Pulse - Who Leads, Who Accelerates
  • North America
  • Asia-Pacific
  • Europe
  • LATAM & MEA
• Evidence & Policy Signals to Watch (2025-2027)
• Five Strategy Headlines to Internalize
• Structural Shifts by Modality, Application, Pathway, And End-Use
• Competitive Architecture and Vendor Clusters
• Three-Year KPI Outlook (2025-2027) & Board-Level Actions
  • Three-Year KPI Outlook
  • Actions For Vendors Over the Next 12 Months

SECTION 3 - RESEARCH METHODOLOGY

• About This Strategy Pulse
• Scope & Segmentation
• Evidence & Forecast Architecture - Dual-Lens Build
• Framework Stack & Vendor Clustering
• Evidence Confidence, Limitations & Interpretation

SECTION 4 - STRATEGIC ANALYSIS & FRAMEWORKS

• CROSS-CLUSTER STRATEGY PLAYBOOKS (2025-2027)
• AI SOFTWARE CLUSTER
  • Executive Summary
  • Markintel M3 - Market Momentum Matrix (AI Software Key Sub-Segments)
    • How to Read This Matrix
  • Markintel ARC Framework - Oncology Use Cases Addressable by AI Software Lens
    • Markintel ARC Grid - AI Software (Oncology Imaging AI)
    • How to Read This Exhibit
    • ARC-Index by Segment - AI Software (Oncology Imaging AI)
    • ARC -> Upgrade Ladder Mapping - AI Software
    • Recommendations (AI Software Vendors)
  • Markintel GTM Growth-Maturity Matrix - AI Software Vendors (Oncology Imaging AI)
    • How To Read This Matrix
    • Competitive Dataset - AI Software - Oncology Imaging AI
    • Company Scoreboard - AI Software - Oncology Imaging AI
    • AI Software - Market Segmentation Bridge
  • Markintel Upgrade & Package Ladder - AI Software (Oncology Imaging AI)
    • Objective
    • Upgrade Ladder Structure - AI Software (Oncology) Packages
    • Target Customers & Package Composition - AI Software - Oncology Upgrade & Package Ladder42 Recommended Commercial Rules - AI Software (Oncology)
  • Company Spotlights - AI Software Cluster
    • Aidoc
    • AIQ Solutions
    • Koios Medical
    • Lunit
    • Median Technologies
    • Quibim
    • QView Medical
    • RadNet / DeepHealth
    • Riverain Technologies
    • ScreenPoint Medical (Transpara)
    • Therapixel (MammoScreen)
    • Vara
  • IMAGING OEMs CLUSTER (ONCOLOGY ATTACH & AI SUITES)
    • Executive Summary
    • Markintel M3 - Market Momentum Matrix (Imaging OEMs Key Sub-Segments)
      • How to Read This Matrix
    • Markintel ARC Framework - Oncology Imaging AI Use Cases Addressable by OEMs
      • Key OEM Oncology Segments
      • ARC Grid - Imaging OEMs
      • How to Read This Exhibit
      • ARC Table - Imaging OEMs (Oncology)
    • Markintel GTM Growth-Maturity Matrix - Imaging OEMs (Oncology Imaging AI)
      • Competitive Dataset - Imaging OEMS - Oncology Imaging AI
      • How to Read this Matrix
      • Imaging OEMs Competitive Scoreboard - Oncology Imaging AI
      • Imaging OEMs Cluster - Oncology Imaging AI Market Segmentation Bridge
    • Upgrade & Package Ladder - Imaging OEMs Lens (Oncology Imaging AI)
      • Objective
      • Ladder Structure - OEM Oncology Packages
      • Imaging OEMs - Oncology AI Upgrade & Package Ladder - Target Customers & Package Composition
      • Recommended Commercial Rules - OEM Oncology Cluster
    • Company Spotlights - Imaging OEMs (Oncology Attach & AI Suites)
      • Canon Medical
      • Fujifilm Healthcare
      • GE HealthCare
      • Hologic
      • Philips Healthcare
      • Samsung Healthcare
      • Siemens Healthineers
      • United Imaging
  • RT / ONCOLOGY PLANNING CLUSTER (AUTO-CONTOUR, ADAPTIVE, DOSE/RESPONSE)
    • Executive Summary
    • Markintel M3 - Market Momentum Matrix of Key Subsegments (RT/Oncology Planning Lens)
      • What it Says (RT / Oncology Planning)
    • Markintel ARC-Framework by Oncology Use Case (RT/Oncology Planning Lens)
      • ARC Grid - RT/Oncology Planning
      • ARC Table - RT / Oncology Planning
      • RT Recommendations
    • Markintel GTM Growth-Maturity Matrix -- RT & Oncology Planning Vendors (Oncology Imaging AI)
      • Competitor Scoreboard
      • RT / Oncology Planning - Market Segmentation Bridge
    • Markintel Upgrade & Package Ladder - RT / Oncology Planning
      • Objective
      • Ladder structure - RT / Oncology Planning packages
      • RT/Oncology Planning Cluster - Oncology AI Upgrade & Package Ladder - Target Customers & Package Composition
      • Recommended Commercial Rules - RT / Oncology Planning
    • Company Spotlights - RT / Oncology Planning
      • Accuray
      • Brainlab
      • Elekta
      • Limbus AI
      • MIM Software
      • Mirada Medical
      • MVision AI
      • RaySearch Laboratories
      • Varian (Siemens)
  • AI PLATFORMS & CLOUD CLUSTER (NEUTRAL PLATFORMS, ORCHESTRATION, MARKETPLACES)
    • Executive Summary
    • Markintel M3 - Market Momentum Matrix (AI Platforms & Cloud Key Sub-Segments)
      • What it Says (AI Platforms & Cloud)
    • Markintel ARC Framework - Oncology Use Cases Addressable by AI Platforms & Cloud
      • ARC Grid - AI Platforms & Cloud
      • ARC Table - AI Platforms & Cloud
      • Markintel GTM Growth-Maturity Matrix - AI Platforms & Cloud Providers (Oncology Imaging AI)74 Competitor Scoreboard
      • AI Platforms & Cloud - Market Segmentation Bridge
    • Upgrade & Package Ladder - AI Platforms & Cloud (Oncology)
      • Objective
      • Ladder Structure - Platform & Cloud packages
      • AI Platforms & Cloud - Oncology Upgrade & Package Ladder - Oncology Imaging AI
      • Recommended Default commercial Rules - Platforms & Cloud
    • Company Spotlights - AI Platforms & Cloud
      • CARPL.ai
      • deepc (deepcOS)
      • Ferrum Health
      • Incepto
      • Nuance Precision Imaging Network (PIN)
      • Tempus (Arterys)
  • PROVIDERS & TELERADIOLOGY CLUSTER (AI-ASSISTED SERVICES)
    • Executive Summary
    • Markintel M3 - Market Momentum Matrix (Providers & Teleradiology Key Subsegments)
      • What it Says (Providers & Telerad)
    • Markintel ARC Framework - Oncology Use Cases Addressable by Providers & Teleradiology
      • ARC Grid - Providers & Teleradiology
      • ARC Table - Providers & Teleradiology
    • GTM Growth-Maturity Matrix - Providers & Teleradiology Networks (Oncology Imaging AI)
      • Competitive Dataset - Services Rails, Governance, Oncology Footprint
      • Competitive Scoreboard
      • Providers & Teleradiology - Market Segmentation Bridge
    • Markintel Upgrade & Package Ladder - Providers & Teleradiology (Oncology)
      • Objective
      • Ladder Structure - Oncology Service Packages
      • Providers & Teleradiology - Oncology Upgrade & Package Ladder - Target Customers & Package Composition
      • Recommended Default Commercial Rules - Providers & Teleradiology
    • Company Spotlights - Providers & Teleradiology (AI-Assisted Services)
      • 5C Network
      • Everlight Radiology
      • DocPanel
      • RadNet / DeepHealth
      • Teleradiology Solutions
      • Unilabs / Telemedicine Clinic (TMC)
      • vRad
  • IMAGING-PHARMA / CRO & TRIALS CLUSTER (RADIOMICS, RESPONSE, THERANOSTICS)
    • Executive Summary
    • Markintel M3 - Market Momentum Matrix (Imaging-Pharma / CRO & Trials Key Sub-Segments)
      • M3 Table - Imaging-Pharma / CRO & Trials
    • Markintel ARC Framework - Oncology Imaging AI Use Cases Addressable by Imaging-Pharma / CRO & Trials
      • ARC Grid - Imaging-Pharma / CRO & Trials
      • ARC Table - Imaging-Pharma / CRO & Trials
    • Markintel GTM Growth-Maturity Matrix - Imaging-Pharma & CROs (Oncology Imaging AI)
      • Competitive Dataset - endpoint standardization & clinic bridge
      • Competitor Scoreboard
      • Imaging-Pharma / CRO & Trials - Market Segmentation Bridge
    • Upgrade & Package Ladder - Imaging-Pharma / CRO & Trials
      • Objective
      • Ladder Structure - Imaging-Pharma / CRO & Trials
      • Imaging-Pharma / CRO & Trials - Upgrade & Package Ladder - Target Customers and Package Composition
      • Recommended Default Commercial Rules - Imaging-Pharma / CRO & Trials
    • Company Spotlights - Imaging-Pharma / CRO & Trials (Radiomics, Response, Theranostics)
      • AIQ Solutions
      • Bracco
      • Guerbet
      • Lantheus / EXINI (aPROMISE / PYLARIFY AI)
      • Median Technologies
      • Quibim