從全球范圍來看,市場(chǎng)對(duì)醫(yī)療電子產(chǎn)品的需求越來越大,尤其是對(duì)計(jì)算機(jī)斷層掃描儀、磁共振儀、高檔超聲波診斷儀器等高端產(chǎn)品需求的快速增長(zhǎng),帶動(dòng)了全球醫(yī)療電子市場(chǎng)規(guī)模的擴(kuò)大。
現(xiàn)代醫(yī)學(xué)中,幾乎所有的醫(yī)療設(shè)備都離不開電子技術(shù)。醫(yī)療設(shè)備成本中醫(yī)療電子部件的成本超過10%甚至更多。從近幾年我國(guó)醫(yī)用電子儀器市場(chǎng)規(guī)模與增長(zhǎng)率可以看出其發(fā)展態(tài)勢(shì)。在2009年我國(guó)醫(yī)用電子儀器市場(chǎng)規(guī)模為168.6億元,增長(zhǎng)率為15.6%;2010年的市場(chǎng)規(guī)模為195.6億元,增長(zhǎng)率為15.5%;在2012年達(dá)到了272.5億元,增長(zhǎng)率為19.5%。業(yè)內(nèi)人士預(yù)計(jì),我國(guó)醫(yī)用電子儀器在2013年市場(chǎng)規(guī)模有望達(dá)到316.5億元,全年增速為16.1%,并將在未來三年仍然保持高速增長(zhǎng)。
在2013年第一季度,其中心電圖及其它電圖機(jī)占據(jù)市場(chǎng)份額最大,為25.2%,其次為無創(chuàng)監(jiān)護(hù)儀器,占據(jù)21.9%市場(chǎng)份額;心腦眼肌治療急救裝置占據(jù)18.3%市場(chǎng)份額,電子壓力測(cè)定裝置為16.2%,血流量容量測(cè)定裝置為6.8%,其他為11.6%。
中國(guó)醫(yī)療儀器行業(yè)協(xié)會(huì)的年檢顯示:在CT醫(yī)學(xué)影像設(shè)備中,電子類部件占總成本比重為11%;在導(dǎo)管等醫(yī)用材料中,電子元器件與材料占比則超過40%.受中國(guó)經(jīng)濟(jì)持續(xù)健康發(fā)展及國(guó)家對(duì)全社會(huì)醫(yī)療服務(wù)體系建設(shè)重視程度不斷提高等有利因素的帶動(dòng)。
未來幾年,中國(guó)醫(yī)療電子市場(chǎng)將持續(xù)平穩(wěn)增長(zhǎng),年均復(fù)合增長(zhǎng)率將達(dá)到20%左右。中國(guó)電子信息產(chǎn)業(yè)有“珠三角電子產(chǎn)業(yè)圈”、“長(zhǎng)三角電子產(chǎn)業(yè)圈”和“環(huán)渤海電子產(chǎn)業(yè)圈”。
從醫(yī)療器械電子部件生產(chǎn)來看,可能深圳比較居有優(yōu)勢(shì)。其一,深圳有強(qiáng)大的電子工業(yè)和信息產(chǎn)業(yè)。深圳醫(yī)療電子產(chǎn)品的發(fā)展除了本身的努力和市場(chǎng)需求的促進(jìn)以外,在很大程度上是得益于深圳強(qiáng)大的電子工業(yè)和信息產(chǎn)業(yè)的迅猛發(fā)展。因?yàn)殡娮悠髽I(yè)具備重合的產(chǎn)業(yè)鏈,所以深圳醫(yī)療電子產(chǎn)業(yè)就可以得益于現(xiàn)成的產(chǎn)業(yè)鏈高速發(fā)展;其二,深圳現(xiàn)有醫(yī)療器械產(chǎn)品種類較多,在某些產(chǎn)品領(lǐng)域的市場(chǎng)占有率高。
如醫(yī)療成像設(shè)備核磁、B超、病人監(jiān)護(hù)儀、血液細(xì)胞分析儀、生化分析儀、介入性導(dǎo)管支架、骨科產(chǎn)品、電子血壓計(jì)等都是深圳醫(yī)療器械行業(yè)的拳頭產(chǎn)品;而且其中多款產(chǎn)品大量出口,有些產(chǎn)品在全國(guó)占有的比例是處于領(lǐng)先地位。
將浙江省的醫(yī)療器械部件產(chǎn)業(yè)鏈與深圳市的醫(yī)療器械電子部件產(chǎn)業(yè)鏈有機(jī)的結(jié)合,將會(huì)產(chǎn)生蘋果手機(jī)類似的集成創(chuàng)新模式——新一代的醫(yī)療器械整機(jī)裝配產(chǎn)業(yè)鏈,并且在5-10年內(nèi),成為像汽車一樣巨大的產(chǎn)業(yè)鏈;十年左右,美國(guó)醫(yī)療器械的部件,將有一半會(huì)是中國(guó)制造的。
China's medical electronic market will enter a period of rapid development
Globally, there is a growing demand for medical electronics, especially for high end products such as computed tomography, magnetic resonance imaging machines and high end ultrasound diagnostic equipment, led to the expansion of the global medical electronics market. In modern medicine, almost all medical equipment can not do without electronic technology. Medical devices cost more than 10% or more of the cost of medical electronics components. In recent years, the market scale and growth rate of medical electronic instruments in China can show its development trend. In 2009, the market scale of medical electronic instruments in China was 16.86 billion yuan, a growth rate of 15.6% ; in 2010, the market scale was 19.56 billion yuan, a growth rate of 15.5% ; in 2012, it reached 27.25 billion yuan, a growth rate of 19.5% . Industry insiders predict that China's medical electronic devices market in 2013 is expected to reach 31.65 billion yuan, the annual growth rate of 16.1% , and the next three years will still maintain high-speed growth. In the first quarter of 2013, electrocardiograms and other electrograms accounted for the largest share of the market, with 25.2 percent, followed by non-invasive monitoring devices, with 21.9 percent market share, and cardio-cerebro-ocular first aid devices, with 18.3 percent market share, the electronic pressure measuring device was 16.2% , the blood flow volume measuring device was 6.8% and the others was 11.6% . According to the annual inspection by the China Medical Device Industry Association, electronic components account for 11 percent of the total cost of CT medical imaging equipment and more than 40 percent of medical materials such as catheters. Driven by such favorable factors as China's sustained and healthy economic development and the increasing importance the state attaches to the construction of the whole society's medical service system. In the next few years, China's medical electronics market will continue to grow steadily, the average annual compound growth rate will reach about 20% . China's electronic information industry has "Pearl River Delta Electronics Industry Circle" , "Yangtze River Delta Electronics Industry Circle" and "Bohai Sea Electronics Industry Circle" . From the point of view of the production of electronic components of medical devices, Shenzhen may have a comparative advantage. First, Shenzhen has a strong electronics and information industry. In addition to its own efforts and the promotion of market demand, the development of medical electronic products in Shenzhen is to a large extent due to the rapid development of Shenzhen's powerful electronics and information industry. Because electronic enterprises have overlapping industrial chains, the medical electronics industry in Shenzhen can benefit from the rapid development of the existing industrial chains; secondly, there are many kinds of existing medical devices in Shenzhen, high market share in some product areas. For example, medical imaging equipment nuclear magnetic, B ultrasound, patient monitor, blood cell analyzer, biochemical analyzer, interventional catheter stent, orthopaedic products, electronic sphygmomanometer are the key products of Shenzhen medical equipment industry; And many of these products are exported in large numbers, some of which are in the lead in the proportion of national possession. The organic combination of the medical device parts industry chain in Zhejiang Province and the medical device electronic parts industry chain in Shenzhen City will lead to an integrated and innovative mode similar to iphone —— A new generation of medical device assembly industry chain, and in five to 10 years, it's going to be as big an industry as automobiles, and in a decade or so, half of all parts for medical devices in the United States will be made in China.