I. Macroeconomic Environment and Trade Risk Analysis

The medical device and digital health industries are highly regulated, directly linked to FTAs ​​and global certification standards (MDR, FDA, and ISO). Trade in AI diagnostic devices, telemedicine, and health data is expected to expand
between 2025 and 2026. Korea-EU, Comprehensive Plan for Transparency in Transparency Partnership (CPTPP), and CEPA are promoting procurement market expansion, mutual recognition of technology standards, and the easing of non-tariff barriers through medical device, pharmaceutical, and digital health provisions. However, the MDR (European Medical Device Regulation), GDPR, CBPR, and data protection laws pose major risks.

 

Risk factors

2025-2026 Outlook

Influence (1~5)

Implications

MDR (European Medical Device Regulation)Strengthening CE certification obligations5Simultaneous acquisition of CE and ISO13485 certification is required.
Data Protection ActRestrictions on overseas transfer of patient data4GDPR and CBPR parallel certification required
Accessibility to procurement marketsDelay in easing public hospital bidding regulations3Actively utilize the FTA procurement chapter
Telemedicine RegulationThe tolerance range varies by country3Utilizing digital health provisions within the FTA
Supply Chain RiskDependence on imports of medical materials and components3Utilizing RCEP and CEPA cumulative origin
Ⅱ. FTA Utilization Rate and Corporate Practice Statistics

FTAs offer practical benefits to the medical device industry beyond tariff reductions, including mutual recognition of certification , market opening, and digital health standardization
. The Korea-EU, CPTPP, and CEPA have streamlined export procedures through mutual recognition of medical device standards and clinical data, while
RCEP has relaxed country-of-origin cumulative criteria for parts, materials, and consumables , enhancing access to Asian markets .

field

FTA applicability

Major challenges

Management Points

Medical devices (HS9018)Korea-EU, CPTPP, and RCEPCE·FDA certificationMDR response and quality system reinforcement
Digital HealthCEPA·DEPAData protection regulations inconsistencyGDPR·CBPR two-factor authentication
Consumables/PartsRCEP·CEPAComplicated country of origin managementUse of cumulative origin criteria
public procurementKorea-EU·CPTPPLimited entry into the procurement marketUtilizing the Government Procurement Chapter
III. Matrix of Comparison of Tariffs and Non-Tariffs by Country

Major export markets such as the EU, the US, and the UAE have different certification and data regulation systems, so
concluding a Mutual Recognition Agreement (MRA) under the FTA provisions is most effective.

market

Main items

MFN (basic rate)

When FTA is applied

Major non-tariff barriers

Comments

EUMedical devices and health SW2~6%0%MDR·GDPRCE certification is required, data protection is important
USAMedical devices and diagnostic equipment0~4%FTA low rateFDA·HIPAAITAR exclusion items are being expanded.
UAEMedical and diagnostic devices5%Phase-out through CEPAlocal procurementVisualizing the Real Effects of the Korea-UAE CEPA
japanHealth devices0~3%RCEP applicationPMDA certificationStandard Harmonization Progress
ASEANConsumer Goods Medical Devices3~8%RCEP cumulative utilizationCustoms clearance/standard deviationLocal partner cooperation is advantageous
IV. The Ethical Impact of ESG, CBAM, and Health Data

The healthcare industry is also strengthening data ethics, eco-friendly manufacturing, and supply chain transparency . The EU MDR is likely to require the disclosure of life cycle assessments (LCAs) and environmental indicators
at the manufacturing and distribution stages starting in 2026 .

System/Issue

Core requirements

Influence (1~5)

react

Health Data EthicsPatient Data Protection and AI Transparency5Compliance with GDPR and AI Act
ESG procurementMedical Device Supply Chain Transparency4ESG Reporting·ISO14001
CBAMPackaging and Material Carbon Emission Assessment3LCA·EPR management
MDRCE certification + environmental information required in parallel4ISO13485+Environmental Management Integration
Telemedicine standardsSafety and security standards by country3Utilizing the FTA Digital Chapter
V. Investment and Supply Chain Transition Scenario

Korea: Developing into an export hub focused on AI medical devices and diagnostic systems (Samsung Medison, Viewno, Lunit, etc.).

EU: CE certification costs increase with full implementation of MDR → FTA-based mutual recognition procedures are needed.

UAE: Opening of healthcare procurement market under CEPA, increasing demand for hospital clusters.

ASEAN: Rapid growth in diagnostic kit and wearable devices markets, driven by tariff reductions under RCEP.

US: Demand for telemedicine and digital health SaaS continues to grow, making HIPAA compliance essential.

Ⅵ. AI-based 3-month export and import forecasts

Integrated analysis of the AI ​​emotional index (α), the global health tech investment index (β), and industrial sentiment (λ). The medical device and digital health industries are expected to experience a gradual upward trend
in the fourth quarter of 2025, driven by increased exports of AI diagnostic devices .

variable

Δ(%) or exponent

analysis

ΔExport_now+3.2Increase in exports of AI diagnostic devices and medical software
ΔImport_now+1.7Increase in imports of raw materials and medical components
ΔPrice_now+0.4Reflecting the increase in certification costs and component prices
ΔSignal_now+0.041Positive industry news and investment spread
ΔFTAEffect+0.39Strengthening the Effects of CEPA and RCEP
Forecast_3M+0.653 months of gradual upward trend

Formula (summary): Forecast_3M = 0.5·ΔSignal + 0.3·ΔFTAEffect + 0.2·ΔPrice

VII. Policy Recommendations and System Improvement Roadmap

field

Suggestion

Executor

Expected effect

Certification and Standard HarmonizationPromoting mutual recognition agreements for CE, FDA, and ISO13485Ministry of Food and Drug Safety and Ministry of Trade, Industry and EnergyReduce export costs
Data EthicsHealth Data AI Legislation ReformMinistry of Health and Welfare and Ministry of Science and TechnologyEnhancing global trust
public procurementExpanding FTA-based medical device procurementMinistry of Trade, Industry and Energy·KOTRAEasy entry into export markets
ESG·MDR responseIntroduction of an integrated environmental information certification systemMinistry of Environment and Ministry of Food and Drug SafetyStrengthening CBAM response
Global human resource developmentEstablishing a medical AI expert exchange systemMinistry of Health and Welfare·KOTRAStrengthening technological competitiveness
Ⅷ. Summary of Conclusions

The medical device and digital health industries are leveraging the FTA's procurement, standards, and data ethics provisions
to reduce certification and export costs and secure market access.

Forecast_3M: +0.65 — AI diagnostics and digital health exports continue to grow.

Recommended strategies: ① Strengthening CE and FDA mutual recognition, ② Advancing GDPR and MDR response systems, ③ Strengthening ESG and data ethics management, and ④ Expansion centered on the CEPA and RCEP markets.