In-depth research report on the mobile medical device industry
Time：
2020-12-24
Mobile medical equipment refers to equipment and/or software that uses non-invasive mobile computing terminals to achieve one or more medical purposes. Among them, mobile computing terminals refer to mobile computing technology product terminals for personal use, including general-purpose (commercial off-the-shelf) terminals and dedicated (home-made medical) terminals. The use forms can be divided into handheld (such as tablet computers, portable computers, smart phones, etc.), Wearable (such as smart glasses, smart watches, etc.) and hybrid (combination of handheld and wearable).
Report summary
Mobile medical equipment refers to equipment and/or software that uses non-invasive mobile computing terminals to achieve one or more medical purposes. Among them, mobile computing terminals refer to mobile computing technology product terminals for personal use, including general-purpose (commercial off-the-shelf) terminals and dedicated (home-made medical) terminals. The use forms can be divided into handheld (such as tablet computers, portable computers, smart phones, etc.), Wearable (such as smart glasses, smart watches, etc.) and hybrid (combination of handheld and wearable).
Driven by technology and terminal demand, the market size of the mobile medical device industry has grown steadily. According to sales statistics, the market size of China's mobile medical device industry increased from 21.39 billion yuan to 48.46 billion yuan from 2015 to 2019, with a compound annual growth rate of 22.7%. From 2019 to 2024, the market size of China's mobile medical device industry will continue to grow at a compound annual growth rate of 27.3%. It is estimated that the market size will reach 162.02 billion yuan in 2024. The continuous expansion of the market scale of China's mobile medical device industry is mainly driven by three factors: the gradual maturity of software technology, the continuous upgrading of hardware products, and the high terminal demand.
Software technology and hardware products advance together to promote the performance improvement of mobile medical devices
Software technologies such as cloud computing and network security have gradually matured. Among them, cloud computing has the advantages of reducing informatization costs, reducing repetitive construction, improving resource utilization, increasing business flexibility, and improving service professionalism. The combination of mobile medical equipment can reduce Digitize costs and improve the level of intelligence; mobile medical devices usually have network connection functions for electronic data exchange or remote control, which poses network security risks. The advancement of cloud computing and network security technology is of great significance for improving the intelligence and security of mobile medical devices. Important accessories such as display screens and batteries are developing rapidly. Deepening the application of flexible display screens and lithium batteries is conducive to the improvement of mobile medical device product performance indicators.
The market demand inside and outside the hospital remains high, and the development space for mobile medical devices is broad
Mobile medical devices are small in size, movable, contain medical device software or are independent software themselves, so they have a wider range of applications and broader development space than traditional medical devices. On the one hand, mobile medical device application departments are more extensive, and there are more applicable scenarios in hospitals. On the other hand, mobile medical devices are suitable for primary care and out-of-hospital medical care, both of which are driven by national policies to develop better, which promotes the continuous expansion of the mobile medical device industry.
Prominent advantages of mobile medical devices promote the deepening of medical big data applications
Mobile medical devices have three major advantages in data collection, management and application: standardized data collection, centralized data management, and data networking applications. Medical big data is the basis for the realization of "Internet + medical". Therefore, mobile medical device manufacturers can rely on products The large amount of high-quality data obtained in the use process will realize profitability, and will also promote the deepening of medical big data application.
Part 1: Overview of China Mobile Medical Device Industry Market
1. Definition, Type and Judgment Principle
There is no clear dividing line between mobile medical devices and mobile health electronic products. All mobile computing devices or software that meet the definition of medical devices belong to mobile medical devices.
Definition: According to the "Guidelines for the Technical Review of Mobile Medical Device Registration" issued by CFDA in December 2017, mobile medical devices refer to equipment and/or software that use non-invasive mobile computing terminals to achieve one or more medical purposes. Among them, mobile computing terminals refer to mobile computing technology product terminals for personal use, including general-purpose (commercial off-the-shelf) terminals and dedicated (home-made medical) terminals. The use forms can be divided into handheld (such as tablet computers, portable computers, smart phones, etc.), Wearable (such as smart glasses, smart watches, etc.) and hybrid (combination of handheld and wearable). Mobile medical devices contain medical device software or are independent software. Mobile and wearable medical devices that do not contain medical device software are not classified as mobile medical devices.
Type: Mobile medical equipment can be divided into three categories: mobile medical equipment, mobile independent software, and mobile medical accessories.
Judgment principle: There is no clear dividing line between mobile medical devices and mobile health electronic products. All mobile computing devices or software that meet the definition of medical devices belong to mobile medical devices.
(1) The mobile computing equipment or software that is expected to be used for health management, the target population is healthy people, and records statistical health information does not have medical purposes and are not mobile medical devices;
(2) The mobile computing equipment or software that is expected to be used for disease management, the target population is medical staff and patients, controls driving medical devices, and processes, analyzes and monitors medical data/images has medical purposes and belongs to mobile medical devices.
2. Product technical requirements
Mobile medical equipment not only needs to reach the level of equivalent traditional medical equipment in performance indicators, but also has strict technical requirements in terms of network security capabilities, display performance, ambient light anti-interference capabilities, battery performance, and cloud computing service capabilities.
Mobile medical devices not only need to meet the technical level of conventional medical devices in performance indicators, but also need to meet certain technical requirements in terms of network security capabilities, display performance, ambient light anti-interference ability, battery performance, and cloud computing service capabilities before they can be applied. In clinical.
Technical requirements for mobile medical devices
3. Introduction of representative products
Mobile medical equipment covers a wide range of fields and products, and the representative manufacturers of various products are different. There is no leading enterprise covering all fields in the industry.
Mobile medical equipment covers a wide range and many products. Typical mobile medical device products on the market include: Smart Cloud Blood Pressure Monitoring System, Smart Cloud Blood Glucose Monitoring System, Smart Cloud ECG Monitoring System, Mobile DR, Smart Body Temperature Monitoring, Chronic Disease Management Platform and Telemedicine Platform. Various products have different main participating manufacturers, and there is no leading enterprise covering all fields.
4. Analysis of representative product advantages
Patient-side mobile medical equipment has the functions of long-term continuous data recording, complete access to past data and remote monitoring; doctor-side mobile medical equipment breaks the restrictions of departments and medical institutions, making patients a medical service center.
Mobile medical equipment (patient side): Taking the smart cloud blood pressure monitoring system as an example, the wireless Bluetooth data transmission function is added to the traditional blood pressure monitor, which can synchronously transmit the monitoring data to the mobile phone, and visually display blood pressure changes in the form of graphs Happening. For patients, the smart cloud blood pressure monitoring system can continuously record blood pressure data for a long time, and provide timely warning based on blood pressure changes, which is helpful for disease recovery and prevention; for doctors, they can check the patient's complete blood pressure data during diagnosis, which can Effectively improve the rate of disease diagnosis; for the family members of patients, the patient's blood pressure can be monitored remotely to achieve remote care beyond space.
Mobile medical equipment (doctor's side): Take mobile DR as an example, which is smaller and movable than traditional DR. On the one hand, mobile DR breaks the limitations of departments, and can meet the needs of patients to move between multiple departments such as radiology, ICU, obstetrics and gynecology, orthopedics, and emergency departments; on the other hand, mobile DR breaks the limitations of medical institutions and can Provide diagnosis services for patients in different scenarios such as ambulance, field, family, etc. Mobile DR enables patients to truly become the center of medical services. Patients (especially critically ill patients) do not need to move back and forth to accommodate medical equipment. Mobile DR can switch the place of use according to the needs of patients, which is an important product to improve the quality of medical services.
The patient-side mobile independent software can achieve full coverage before, during and after the diagnosis, helping to improve the patient's medical experience; the doctor-side mobile independent software can help doctors improve their medical standards.
Mobile independent software (patient side): Chronic disease management refers to the organization of chronic disease professional doctors, pharmacists and nursing staff, through the three links of pre-diagnosis, diagnosis, and post-diagnosis, to build an integrated chronic disease intervention and management mechanism for chronic diseases. Patients provide comprehensive, continuous, and active management to achieve a scientific management model that promotes health, delays the progression of the disease, reduces complications, reduces the disability rate, extends life, improves the quality of life, and reduces medical costs. The chronic disease management platform can achieve full coverage of the three links before, during and after the diagnosis, and improve patient compliance through continuous tracking, and effectively improve the efficiency of chronic disease management.
Mobile independent software (doctor side): Take the telemedicine platform (doctor side) as an example, mostly in the form of software or APP. On the one hand, it builds a platform for doctors to communicate with patients and other doctors, which can remotely manage patients and assist patients in accelerating their recovery , And at the same time strengthen the academic exchanges among outstanding doctors to help doctors improve their professional level. On the other hand, the telemedicine platform can become an auxiliary medical tool to help doctors realize automated analysis, and provide doctors with a cutting-edge, comprehensive knowledge base and database, which doctors can read at will according to the needs of diagnosis and treatment, and then better serve patients.
5. Industry chain analysis
China's mobile medical device industry has not yet formed a mature industrial chain. The main participants include medical device manufacturers, software manufacturers and accessory manufacturers.
The industrial chain of China Mobile's medical device industry is divided into three links. The upstream participants in the industrial chain are raw material suppliers, including hardware suppliers and software suppliers such as core parts and accessories; the main participants in the middle of the industrial chain are mobile medical device manufacturers, including Device manufacturers and software manufacturers; the downstream of the industry chain includes sales channels and application terminals.
6. Upstream analysis of the industrial chain
The high price of core components, the highest cost ratio, and the lower prices of accessories and software are the keys to affecting the performance of mobile medical devices and realizing the "movable" attribute.
In addition to mobile independent software, among the raw materials of other mobile medical devices, core components still account for the largest cost. For example, the cost of core components such as mobile DR X-ray tubes and flat panel detectors can account for 55% or more . The price of other accessories is relatively low, the overall cost accounts for about 30%-35%, but it has a greater impact on the final performance of mobile medical devices. The software price is also low, accounting for less than 10% of the overall cost, but it is the key to the realization of the "movable" attribute of medical devices.
Core components: The performance of core components determines the technical height of mobile medical devices. At present, most medical device manufacturers in China do not have independent R&D and production capabilities for core components, and need to purchase from other manufacturers before assembling the whole machine. Manufacturers with core component supply capabilities have strong bargaining power.
Other accessories: accessories manufacturers are concentrated in the Yangtze River Delta, the Pearl River Delta and other places. There are no obvious leading companies. There are many market participants and the bargaining power is not strong.
Software: Software vendors are concentrated in Guangdong, Fujian, Zhejiang, Beijing-Tianjin-Hebei and other regions. At this stage, a mature industry has been formed, with many market participants, no obvious leading companies, and limited bargaining power.
7. Analysis of the midstream of the industry chain
Participants in the midstream market of the industry chain include hardware manufacturers and software manufacturers, both of which currently have no obvious leading companies. With the addition of technology giants in the future, software giants will gradually emerge.
Mobile medical device manufacturers include two types of hardware manufacturers and software manufacturers. The two independently conduct R&D and sales of mobile medical device products, and they also cooperate in the development of new products and new business models.
(1) Hardware manufacturers: The products supplied by hardware manufacturers are mainly mobile medical equipment. Representative products include Wisdom Cloud Blood Pressure Monitoring System, Wisdom Cloud Blood Glucose Monitoring System, Wisdom Cloud ECG Monitoring System, Mobile DR, etc. Different products are quite different. The major participating vendors also differ greatly, and there is no leading company that can cover multiple fields at the same time. Compared with traditional medical devices with similar functions, the market price of mobile medical device products can be more than 50% higher. For example, a DR device with a market retail price of about 500,000 yuan, if the "movable" attribute is added, the market retail price can be Reach over 800,000 yuan. However, compared with traditional DR, mobile DR has a cost increase of less than 10%. This shows that mobile medical device manufacturers have higher profit levels and attract more participants to enter the field.
(2) Software vendors: The products supplied by software vendors are mainly mobile independent software. Representative products include chronic disease management platforms, conventional health management platforms, telemedicine platforms, etc. Different products are also quite different, and participating vendors also have great differences. There is no leading company in the industry that can cover multiple fields at the same time. However, technology giants such as Alibaba and Huawei are actively deploying in the field of mobile medical devices. In the future, such technology giants are expected to become the leading companies in the field of mobile independent software with their strong financial strength.
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