"Da Vinci" received 3.1 billion a year! Is medical robot a good business?

It is no longer a myth that robots are used to replace medical personnel. Domestic medical robots have begun to frequently brush up the "presence of existence."

During surgery, Tianzhihang’s “Scorpio” third-generation robot can assist doctors in the operation of limbs, pelvic fractures and full-spine surgery, making patients with soft tissue damage, less bleeding, faster recovery, and lessening of doctors. fatigue.

The gastroscopy of most people is “stunned”. Now the patient only needs to swallow a capsule and turn it into a “robot” in the stomach for spiral scanning. The image can be transmitted to the doctor's computer in real time and can be completed quickly.

In the outpatient department of the hospital, the “Dawn Doctor” of Keda Xunfei was “on the job” in nearly 100 hospitals across the country, providing patients with appointment registration, inquiry service, intelligent consultation, route guidance, report inquiry and other functions for the hospital to share. Guidance work.

Under the in-house logistics scene, Titanium developed the first logistics robot that can enter the operating room in China, helping the doctors to deliver materials while also achieving refined management of the hospital's logistics.

In the dispensing room, robots also automatically complete the liquid configuration of the drug, so that the medical staff is free from contact with the drug, avoiding contamination of the liquid and personal injury.

Medical robots, a magical species that only existed in science fiction and science fiction movies, are slowly infiltrating our lives and gradually becoming new hotspots for entrepreneurship and investment.

According to incomplete statistics, in 2014-2017, at least 100 medical robot startup companies have been concentrated in China, and more than 40 companies have publicly disclosed financing. In addition, many listed companies have also expanded their medical robot business in recent years, such as the shares of Bosch. Jinming Jingji, Keyuan, Fosun Pharma, Dima, Midea Group, etc.; and even some industrial robot companies (Excellent Intelligence) or medical device companies (Pelter) have also extended the business of medical robots.

Behind the layout of many companies is the huge market potential of medical robots. According to the latest report from Grand View Research, the global medical robot (device) market is currently US$8.737 billion in 2014 and will reach US$17.9 billion in 2020, with an average annual growth rate of 12.7%; this is a high addition. The value category, together with auxiliary equipment and consumables, will form a trillion-dollar industrial chain in the future. ISRG, the most well-known company in this field, also achieved a revenue of US$3.1 billion in 2017 with the “Da Vinci Robot”, which easily occupied half of the current medical robot market and injected more confidence into the development of the industry.

Based on this, this article wants to discuss several issues:

Why can the rich myth "Da Vinci" grow up at the earliest? What is worth learning about?

What elements put medical robots on the vent?

How should I cut this market cake?

In China, how do we find the next "Da Vinci"?

How was the "Da Vinci myth" created?

In the eyes of medical people, "Da Vinci" is an "industry myth."

The Da Vinci Surgical Robot is a surgical minimally invasive surgery robot developed in the United States. It was introduced as early as 1999, and its competitors are several years later than ten years.

Why is the Da Vinci robot the hegemon of the surgical robotics world? From the listing to today, the monopoly market has been in the market for 20 years. The status of the industry has not been shaken. It still maintains a gross profit margin of 70% and a net interest rate of 30%. The total market value is close to 60 billion.

According to the 2017 data, Da Vinci robots sell or lease 4,149 units worldwide, with a market share much higher than other competitors, and high prices monopolize the market.

In 2006, surgical robots were still a novel and rare thing. That year, the 301 Hospital in Beijing introduced the first Da Vinci robot, which opened the journey of “Da Vinci” in China for ten years. For a long time, the domestic market has been monopolized by its high price. Its price is about 10 million yuan abroad, but it can be sold to 20 million in China.

Until recently, domestic technology has gradually matured, and more and more domestic robots have entered the market competition, which has slightly changed the situation.

So why is Da Vinci robots able to dominate the industry? We tried to sum up several reasons to look forward to the next Da Vinci phenomenon.

First of all, it was listed very early, and it was the first surgical robot that first appeared in human history, with a first-mover advantage. In 1997, the first FDA-approved surgical robot, the "Mirror" robot AESOP, was introduced in the United States; then, in 1999, the Da Vinci surgical robot was developed by Intuitive Surgical. The United States can be regarded as the birthplace of surgical robots. The first batch of players came out of the United States.

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Foshan Ja Suo Medical Device Co., LTD , https://www.fjoralinstrument.com

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