Qhov tob|Disposable endoscopes, lub lag luam xiav dej hiav txwv ntawm kaum tawm billions, leej twg tswj kev nce thiab nqis
Nws raug cais raws li qhov sib txawv ntawm qhov endoscope: muab faib ua pob ntseg qhov ntswg, qhov ncauj endoscope, kho hniav endoscope, neuroscope, urethral cystoscope, ureteroscope, nephroscope, resectoscope, laparoscope, arthroscope, hlab ntsha Endoscopy, Sinusoscopy, Laryngoscopy, thiab lwm yam.
Raws li kev soj ntsuam kev ua haujlwm ntawm endoscopy, nws muab faib ua kev kuaj mob thiab kev kho mob.
1.1.1 Khob iav
Cov cuab yeej txhawb nqa tseem ceeb ntawm cov iav tawv yog lub koob yees duab system host, lub koob yees duab, lub teeb txias txias, saib xyuas, trolley, thiab lwm yam. Rigid endoscopes yog siv los nkag rau cov neeg tsis muaj menyuam cov ntaub so ntswg thiab cov khoom nruab nrog cev, los yog nkag mus rau cov neeg tsis muaj menyuam los ntawm kev phais incisions. Daim iav tawv yog lub prism optical system. Qhov txiaj ntsig loj tshaj plaws yog cov duab meej meej, thiab nws tuaj yeem nruab nrog ntau txoj haujlwm ua haujlwm thiab xaiv ntau lub kaum sab xis saib.
Hauv kev tsim cov txheej txheem, daim iav tsis tas yuav xav txog qhov yooj thiab maneuverability ntawm daim iav lub cev, thiab cov txheej txheem tsim khoom yog qhov yooj yim. Tsis tas li ntawd, tus tswv tsev lub lens nyuaj tsuas yog yuav tsum tau ntes cov duab pom los ntawm lub lens lub cev thiab xa mus rau lub vijtsam zaub, uas yog qhov ywj pheej ntawm lub lens lub cev. Thiab cov kev xav tau rau cov duab staining tsis siab, yog li nws tuaj yeem siv nrog ntau hom iav lub cev. Piv nrog rau cov iav mos, cov iav tawv tawv muaj qhov cuam tshuam tsawg dua, thiab nws yuav tsum ua tiav kev hloov pauv hauv tsev ua ntej.
Tam sim no, nyob rau hauv lub tshav pob tsom iav, thev naus laus zis iteration ntawm cov khoom lag luam kuj tseem qeeb, thiab cov khoom tau nkag mus rau lub sijhawm ntawm kev ua haujlwm ntsiag to. Cov khoom lag luam hauv tsev tau ua tiav "khoov dhau" hauv qee cov thev naus laus zis.
1.1.2 Mos iav
Saj zawg zog endoscopy feem ntau ua tiav kev tshuaj xyuas, kuaj xyuas thiab kho los ntawm cov kab noj hniav ntawm tib neeg lub cev, xws li gastroscopy, colonoscopy, laryngoscopy, bronchoscopy, thiab lwm yam. Txawm li cas los xij, gastroscope thiab colonoscopy tseem yog qhov tseem ceeb, thiab hloov pauv tau dhau los ua tus qauv kub rau kev noj zaub mov. kuaj mob qog noj ntshav. Lub tshuab kho qhov muag ntawm daim iav hloov tau yooj yim feem ntau yog fiber ntau optic optical system. Qhov loj tshaj feature ntawm no fiber-optic endoscope yog hais tias lub lens ib feem yuav tau manipulated los ntawm tus neeg teb xov tooj los hloov cov kev taw qhia thiab nthuav cov Scope ntawm daim ntawv thov, tab sis cov imaging nyhuv tsis zoo li hais tias ntawm lub hard daim iav.
▲ Source: Olympus
Nyob rau hauv cov nqe lus ntawm kev tshawb fawb technology thiab kev loj hlob, cov iav mos integrates optics, precision instruments, electronics, cov ntaub ntawv, lub koob yees duab ua thiab lwm yam kev qhuab qhia, thiab yuav tsum tau muaj kev koom tes ntawm ntau yam kev lag luam. Ntawm lawv, cov txheej txheem tsim kho qhov muag fiber ntau thiab CCD sensing thev naus laus zis yog ib qho tseem ceeb tshaj plaws kev cuam tshuam rau cov iav mos, thaum Nyiv lub tshuab kho qhov muag tau tsim, thiab cov thev naus laus zis ntawm qhov tseem ceeb ntawm CCD sensor yog monopolized los ntawm Japanese tuam txhab. Tsis tas li ntawd, kev tsim cov endoscopes koom nrog ntau tshaj 100 cov khoom, thiab ntau tus neeg muab khoom ntawm cov ntsiab lus tseem ceeb yog concentrated hauv Nyiv thiab lub teb chaws Yelemees. Tsis tas li ntawd, txawm hais tias cov tuam txhab Nyij Pooj muaj ntau lub hauv paus tsim khoom thoob ntiaj teb, lawv cov txheej txheem tsim khoom tseem ceeb tseem nyob hauv Nyij Pooj, tiv thaiv kev siv thev naus laus zis. Hauv kev ua cov duab thev naus laus zis, cov tuam txhab Nyij Pooj kuj tau tsim cov txheej txheem patent thiab cov qauv kev lag luam, tsim lub moat.
1.1.3 Disposable endoscope
Vim yog tus nqi yuav khoom siab, lub neej ua haujlwm luv luv, tsis tshua muaj kev hloov pauv ntau zaus, cov tshuaj tua kab mob nyuaj thiab cov nqi kho mob siab ntawm endoscopes, cov khoom siv endoscopes pov tseg yog kev lag luam ntau dua li cov khoom siv rov siv tau hauv ntau qhov chaw. Nrog rau kev nce qib ntawm kev kuaj mob thiab kev kho mob, cov hauv paus hniav endoscope kev ua lag luam yuav nthuav dav, thiab "consumables" ntawm endoscopes tau dhau los ua ib qho qauv.
▲Source: Ambu official lub vev xaib
Rau qhov hloov pauv ureteroscopic lithotripsy phais, lub tsev kho mob yuav tsum tau yuav 2 qhov hloov pauv hloov pauv thiab ib chav tsev loj, thiab tus nqi nkag yog kwv yees li 2 lab yuan; Thaum xaiv ib qho endoscope pov tseg, tsuas yog ob peb lub tsev tsim endoscopes yuav tsum tau yuav rau kev ua haujlwm. Rau ib daim iav mos mos pov tseg thiab tus tswv tsev, tus nqi nkag tuaj yeem tswj tau hauv 100,000 yuan. Disposable endoscopes muaj txiaj ntsig zoo rau kev txhawb nqa kev phais endoscopic hauv thawj tsev kho mob.
Rau cystoscopy, vim yog tus nqi siab ntawm cov cystoscopy txawv teb chaws, qhov nkag mus rau hauv Suav teb yog tsawg heev, thiab cov iav tsom iav tsis zoo tseem yog qhov tseem ceeb. Muab pov tseg hluav taws xob zais zis semi-rigid iav nrog me me txoj kab uas hla thiab hydrophilic txheej muab cov neeg mob kev paub zoo dua. Nyob rau tib lub sijhawm, vim tias tus qauv them nyiaj ntau dua ntawm cov iav hluav taws xob, cov txiaj ntsig ntawm kev phais ib leeg hauv chav haujlwm kuj tau txhim kho.
1.2 Endoscope kev ua lag luam (muaj peev xwm ua lag luam tshaj 40 billion yuan, nrog kev loj hlob ntawm 15 feem pua, thiab kev tsim khoom hauv tsev tsawg dua 5 feem pua)
Hauv 2019, qhov ntsuas ntawm Tuam Tshoj txoj kev lag luam endoscope yog 22.5 billion yuan, nrog kev loj hlob ntawm kwv yees li 15 feem pua. Nws cia siab tias los ntawm 2024, kev lag luam loj ntawm Tuam Tshoj cov khoom siv endoscope yuav loj hlob mus rau 42.3 billion yuan, uas yog nyob rau theem ntawm kev loj hlob sai thiab muaj kev lag luam dav dav.
▲Source: Frost & Sullivan
Hauv 2018, peb lub tuam txhab Nyij Pooj, Olympus, Fujifilm thiab Pentax Medical, muaj kev sib koom ua lag luam ntawm kwv yees li 95 feem pua (21 billion), uas Olympus tau ua lag luam nrog cov lag luam feem ntau tshaj 80 feem pua. Ntawm cov tuam txhab lag luam hauv tsev, Aohua muaj kev lag luam sib faib txog li 2.5 feem pua (552.5 lab), qeb duas ntawm cov hom lag luam hauv tsev.
(1) Kev lag luam iav tawv (ze li 20 billion yuan, domestic 8 feem pua)
Rigid endoscopes muaj ntau yam kev siv. Rigid endoscopes sawv cev los ntawm laparoscopy tau ua tiav kev loj hlob sai hauv xyoo tas los no los ua ib qho cuab yeej tseem ceeb rau kev phais me me. Hauv 2019, qhov muag ntim ntawm Tuam Tshoj txoj kev lag luam nruj endoscope yog kwv yees li 18.66 billion yuan.
Nyob rau hauv daim iav nyuaj, kev ua lag luam yog cov concentrated, feem ntau monopolized los ntawm German thiab Japanese tuam txhab.
Ntawm lawv, Karl Stoss ntawm lub teb chaws Yelemees thiab Olympus ntawm Nyij Pooj tuav 47 feem pua thiab 23 feem pua ntawm thawj echelon feem, nrog rau qhov zoo tshaj plaws; Qhov thib ob echelon ntawm American Stryker thiab Hma hom nyob 13 feem pua thiab 9 feem pua ntawm cov lag luam feem. .
Cov khoom lag luam hauv tsev feem ntau suav nrog Shenyang Shenda, Zhejiang Tiansong, Qingdao Haitai Xinguang, thiab lwm yam, feem ntau yog tsom rau hauv kev lag luam qis kawg.
(2) Kev lag luam muag muag muag (tshaj li 5 billion yuan, suav txog 22 feem pua ntawm tag nrho cov khoom lag luam endoscope, hauv 10 feem pua ntawm cov khoom siv hauv tsev)
Nyob rau hauv 2019, lub ntiaj teb no muag iav khoom lag luam loj yog US $ 6 billion thiab consumables yog US $ 5.9 billion, tseem nyob rau hauv lub sij hawm nrov.
Txoj kev loj hlob ntawm cov iav hloov tau yog tsav los ntawm kev xav tau ntawm kev lag luam thiab kev txhim kho ntawm endoscope manufacturing technology, thiab tau nkag mus rau lub sijhawm ntawm kev loj hlob sai. Raws li kev txheeb cais, qhov muag ntim ntawm Tuam Tshoj txoj kev lag luam hloov pauv hloov pauv hauv xyoo 2019 yog kwv yees li 5.34 billion yuan, nrog kev loj hlob ntawm ntau dua 12 feem pua. Saj zawg zog endoscopes suav txog li 22 feem pua ntawm tag nrho cov khoom lag luam endoscope, thiab cov khoom lag luam hauv tsev muaj tsawg dua 10 feem pua. Endoscopy lag luam cov nyiaj tau los yog kwv yees li 200 lab yuan, suav txog li 4 feem pua.
(3) Disposable endoscope lag luam
Qhov nrov ntawm cov khoom siv endoscopes pov tseg yuav inevitably nce kev noj cov khoom siv endoscope exponentially. Raws li kev txheeb cais, kev siv endoscopes hauv tsev kho mob qib siab yog kwv yees li 600,000 zaug hauv ib xyoos. Cov tsev kho mob hauv tebchaws tau muab cais raws li lawv cov qib: muaj 1192 lub tsev kho mob tertiary, ntawm 722 yog tsev kho mob tertiary. Muaj 6,780 lub tsev kho mob thib ob, 4,989 lub tsev kho mob thawj theem, thiab 6,751 lub tsev kho mob uas tsis tau txheeb xyuas. Tsis suav nrog qee lub tuam tsev endoscopes uas tsis tuaj yeem siv los ua cov khoom siv pov tseg rau lub sijhawm, qhov kev kuaj mob thiab kev kho mob muaj ntau dua 60 lab tus neeg mob hauv kuv lub tebchaws. Boston Scientific kwv yees tias kev lag luam thoob ntiaj teb pov tseg endoscope yuav ncav cuag $ 2 nphom hauv 2024.
kuv lub teb chaws Endoscopy Challenge
2.1 "Stuck neck" txheej txheem
Cov txheej txheem kev teeb meem nyob rau hauv daim teb ntawm endoscopy yog heev siab. Japanese thiab German hom muaj keeb kwm ntev ntawm kev txhim kho, thiab lawv tau txais txiaj ntsig zoo hauv kev lag luam. Tseem muaj qhov sib txawv ntawm cov khoom lag luam hauv tsev. Cov thev naus laus zis tseem ceeb ntawm kev kho mob endoscope feem ntau suav nrog kev nrhiav cov duab, duab tom qab ua tiav thiab cov txheej txheem teeb pom kev zoo.
▲ Cov ntaub ntawv qhov chaw: Cov ntaub ntawv yav tom ntej Network thiab cov ntaub ntawv pej xeem sib sau ua ke
(1) Kev yuav cov duab
Cov duab tau txais qhov system feem ntau muaj cov duab thaij duab, cov duab me me ntawm cov duab sensor, tau txais thiab ua cov khoom siv hluav taws xob thiab lwm yam. Cov duab sensor yog ib tug sensor uas hnov cov duab kho qhov muag cov ntaub ntawv thiab hloov nws mus rau hauv ib tug usable tso zis teeb liab. Nws yog ib feem tseem ceeb ntawm lub koob yees duab digital. Nws tuaj yeem muab faib ua ob pawg: cov khoom sib txuas (CCD) thiab cov khoom siv hlau-oxide-semiconductor (CMOS).
▲Source: Lub Chaw Tshawb Fawb Txog Kev Tshawb Fawb
(2) Cov duab tom qab ua tiav
Tseem muaj ntau qhov sib txawv ntawm cov khoom lag luam hauv tsev hais txog cov duab delicacy thiab xim luam tawm. Tam sim no, Japanese hom Olympus muaj zog ua duab thiab cov ntaub ntawv extraction technology, thiab muaj ntau patented technologies, xws li bifocal magnification technology, Narrow Band Imaging (NBI), autofluorescence technology (AFI), Far infrared imaging technology (IRI), thiab lwm yam. Kev txo suab nrov algorithms ua lub luag haujlwm tseem ceeb hauv kev txhim kho cov duab zoo thiab pab daws cov teeb meem tsis pom kev txav; ntug kev txhim kho kuj yog ib qho tseem ceeb heev cov txheej txheem ua cov duab uas pab cov kws kho mob pom qhov txawv txav ntawm cov ntaub so ntswg ntau dua, xws li tsim kom muaj qhov sib txawv ntau dua vascular pom, txhim kho qhov pom zoo ntawm cov ntaub so ntswg zoo nkauj dluab thiab mucosal nto dluab, thiab lwm yam.
Kev sib piv ntawm mainstream endoscopic duab ua cov txheej txheem
▲ Cov ntaub ntawv qhov chaw: cov ntaub ntawv pej xeem
(3) Txoj kev teeb pom kev zoo
Txawm hais tias qhov rov ua dua ntawm cov xim illumination yog qhov zoo yog ncaj qha ntsig txog kev ua haujlwm ntawm tag nrho cov endoscope. Lub teeb chav tsev feem ntau muaj xenon teeb lossis hlau halide qhov muag teev, feem ntau yog tsim los ntawm lub zog hluav taws xob.
(4) Daim iav lub cev maneuverability
Lub maneuverability ntawm lub endoscope lub cev ncaj qha cuam tshuam rau tus kws kho mob kev khiav hauj lwm xav thiab tus neeg mob lub intraoperative kev. Judging los ntawm cov ntaub ntawv lens parameter, kev ua tau zoo ntawm domestic hom tau mus txog thoob ntiaj teb cov qauv. Txawm li cas los xij, raws li qee qhov kev tawm tswv yim kho mob, hais txog kev ua haujlwm ntawm cov neeg mob, kev siv endoscopes hauv tsev, thiab muaj ntau cov lus tawm tswv yim los ntawm cov neeg mob caj pas. Tsis tas li ntawd, hauv kev tsim thiab tsim khoom ntawm daim iav lub cev, Olympus muaj cov kev xav tau siab heev, uas yog tsim los ntawm ntau tshaj 100 qhov chaw, uas kuj ncaj qha coj mus rau qhov sib txawv ntawm qhov maneuverability ntawm daim iav lub cev.
2.2 Muaj qhov tsis txaus ntawm endoscopists, thiab kev cob qhia yuav tsum tau tsim kom sai
Kev kuaj mob endoscopic thiab kev kho mob muaj cov txheej txheem siab thiab kev nyab xeeb, thiab yuav tsum muaj cov kws paub txog kev ua haujlwm. Raws li 2012 National Digestive Endoscopy Census, muaj 26,203 tus kws kho mob plab hnyuv endoscopy hauv kuv lub tebchaws, suav txog 1.06 feem pua ntawm tag nrho cov kws kho mob hauv lub tebchaws. Nws tsawg dua li ib feem kaum ntawm cov teb chaws tsim kho xws li Nyij Pooj, thiab muaj qhov sib txawv loj hauv endoscopists. Ua ke nrog lub voj voog kev cob qhia ntev ntawm endoscopists, nws tau nkag siab tias hauv Tebchaws Meskas, cov kws kho mob plab hnyuv yuav tsum tau txais 10 xyoo lossis ntau dua ntawm kev kawm thiab kev cob qhia tom qab kawm tiav undergraduate degree.
Tsis tas li ntawd, kev ua haujlwm ntawm endoscopes yog qhov nyuaj, thiab muaj qee qhov sib txawv ntawm qhov kev pom, cov nyhuv ntawm lub teeb pom kev zoo, kev daws teeb meem ntawm lub kaum sab xis thiab qhov zoo ntawm qhov kev pom ntawm ntau hom endoscopes. Tam sim no, endoscopes uas endoscopists hu rau thaum lub sij hawm kev cob qhia yog Japanese hom, tsim ib tug siv cwj pwm. Hloov mus rau lwm hom tom qab, tus nqi siab dua, thiab tus kws kho mob xav tau qee lub sijhawm kom rov siv tau dua.
2.3 Nws yog ib qho nyuaj rau paub automation thiab loj ntau lawm
Ntau qhov kev sib txuas ntawm endoscopes (nrog rau cov endoscopes pov tseg) cia siab rau kev ua haujlwm zoo, thiab feem ntau yog tsim thiab sib sau ua ke ntawm tes. Nws tau nkag siab tias feem ntau cov tuam txhab lag luam hauv tsev uas tau txais daim ntawv pov thawj ntawm cov khoom siv pov tseg yuav tsum tau siv phau ntawv vuam rau pob CMOS. Nws yog ib qho nyuaj rau loj-tsim, thiab cov khoom tawm los yog tsawg heev. Txhawm rau tiv thaiv kev tawm ntawm cov thev naus laus zis, Olympus 'soft lens manufacturing cog tsis tau tsiv tawm ntawm Nyiv txog tam sim no. Cov txheej txheem tsim ntawm cov iav mos yog xav tau heev, thiab nws nyuaj rau kev cob qhia cov kws tshaj lij. Nws yog qhov nyuaj rau cov neeg nkag tshiab kom ua tiav cov kev sib tw hauv kev teeb meem los ntawm kev coj ua.
2.4 Tus nqi qis thiab siab zoo yog qhov nyuaj rau kev ua tiav
Kev nkag mus rau cov khoom siv endoscope pov tseg rau hauv tsev kho mob yuav tsum tau ua raws li qhov tseeb thiab cov neeg siv khoom zoo, thiab kev txhawb nqa dav dav yuav tsum tau cia siab rau tus nqi ntawm ib leeg-siv endoscopes qis dua li ntawm multiplexed endoscopes. Qhov no txiav txim siab tias qhov tseem ceeb ntawm cov endoscopes pov tseg yog ua si ntawm tus nqi thiab kev ua haujlwm, uas yog, ntawm tus nqi davhlau ya nyob twg qis dua tus nqi nruab nrab ntawm kev siv multiplexed endoscopes, kom ua tiav cov kev cai ntawm lub tuam tsev yuav tsum tau ua. Hauv kev ua si ntawm tus nqi thiab kev ua haujlwm ntawm cov khoom siv endoscopes pov tseg, tus nqi feem ntau tau txais kev saib xyuas ntau dua.
Tsoos endoscope manufacturers tsim thiab tsim cov endoscopes pov tseg los ntawm txoj kev ntawm reusable endoscopes. Qhov tshwm sim yuav zoo ib yam li Karl Storz. Tus tsim yog yooj yim, lub mechanism yog npaum, thiab cov khoom yog piv rau reusable endoscopes. Hais txog kev tswj hwm, nws tsis tuaj yeem sib tw nrog Ambu. Qhov no ua rau KZ cov khoom muag me ntsis txaj muag: sab hauv nws yuav muaj kev cuam tshuam rau cov khoom lag luam nplua nuj uas twb muaj lawm; sab nraud, nws yog ib qho nyuaj kom tsis txhob muaj kev sib tw ntawm cov khoom lag luam uas tau lees paub los ntawm kev ua lag luam. Txawm hais tias KZ tau ua ntau cov lus ntawm qhov kev teeb tsa tshwj xeeb, nws zoo li tsis txhob muaj ob lub ntsiab lus txaj muag, tab sis nws tseem nyuaj rau qhov muag.
Hauv tsev thiab txawm tias thoob ntiaj teb, cov neeg ua si ntawm cov khoom siv pov tseg endoscopes qhia cov dab neeg feem ntau hais txog kev txo nqi sai tom qab ntau lawm. Qhov tseeb yog tias txawm tias tus nqi davhlau ya nyob twg muag ntawm $ 400, tus nqi nruab nrab ntawm kev siv tseem siab dua li ntawm multiplexed hauv ntau thaj tsam ntawm lub ntiaj teb.
