Medical semiconductor companies.
1. Medical equipment semiconductor companies:Intel, Texas Instruments, STMicroelectronics, Linear Technology, Renesas Electronics, NXP, ON Semiconductor and other manufacturers, is the mainstream supply of medical semiconductor products.
2. Like Myriad, Wandong, Lepu, etc., the production of medical imaging equipment, endoscopes and other products, the main semiconductor components are also dependent on the procurement of external vendors.
3. Domestic market in the low-end to complete the import substitution based on the realization of high-end domestic share of the year-on-year increase in the future is expected to domestic medical equipment enterprises to purchase domestic semiconductor industry will increase.
1. Industry Overview:
Medical equipment refers to the use of the human body alone or in combination with instruments, equipment, appliances, materials or other items, but also includes the required software. Medical equipment can be divided into three main categories:1. i.e. diagnostic equipment category, 2. therapeutic equipment category, 3. auxiliary equipment category.
Based on the scenario it can be categorized into medical equipment and home equipment.
2. Medical equipment core semiconductor components: 1. Detector: contains semiconductor components are mainly optoelectronic devices (CMOS image sensors, photodiode sensors TFT module, analog IC (PCBA (driver IC, readout IC) signal amplifier, A/D conversion). 2. endoscope: an optical instrument, from outside the body through the body's natural cavity or artificial Incision into the T, providing in vivo images for diagnostic testing and treatment of optical instruments. Its image sensor, light source is the core semiconductor components.
2. Localization rate:
Olympus, Fujifilm, Pentax Medical, represented by the Japanese endoscopy companies combined in the domestic market share of about 90%, the domestic companies in the flexible mirror market share of about 5% and rigid mirror market is not more than 10%, the market share is low. Its soft electronic endoscopy, "Olympus" a market share of more than 80%.
3. Promote the rate of localization:
Since 2021, Zhejiang, Guangdong, Sichuan have issued the latest imported medical equipment procurement list, has been limited to some imported medical equipment. To create conditions for the promotion of domestic equipment, in order to promote domestic medical equipment market share. 137 kinds of medical equipment required 100% domestic; 12 kinds of medical equipment required 75% domestic; 24 kinds of medical equipment required 50% domestic; 5 kinds of medical equipment required 25% domestic.
By 2025, 6-8 enterprises will enter the top 50 in the global medical device industry. In Guangdong province, 46 types of medical equipment can choose to purchase imported products 77.56% less than the 205 types in 2019. Zhejiang Province, there are 195 types of medical equipment that can be selected for procurement of imports, a decrease of 20 types from 215 types in 2019. Sichuan province:59 kinds of medical equipment can choose to import.
4.Medical semiconductor profile:
1.Electronic devices are an important part of medical medical equipment its main use of semiconductor devices are: analog devices discrete devices, storage, microprocessors, optoelectronic devices and other categories.2.Medical device semiconductor.
5. Medical Semiconductor Market:
In the medical device semiconductor market share, analog devices discrete devices, storage, microprocessors, optoelectronic devices and non-optical sensors accounted for 20.0%, 4.1% 16.8%, 17.2%, 14.0% and 12.3% share of medical device semiconductors respectively%.