Artificial Intelligence medical industry major companies: At present, the domestic artificial intelligence medical industry representative companies are: Lepu Medical (300003), Eagle Pupil Technology (2251.HK), Xinwei Medical (06609.HK), Main Genetics (IPO), Nudge Medical Technology (IPO), etc.
The core data of this article: AI development path, market size, AI medical policies, AI medical investment and financing data
1, AI development path and market size
- -Development Path
Artificial Intelligence (AI) is a branch of computer science that simulates human intelligence through intelligent systems to achieve the purpose of the machine to demonstrate human intelligence, such as image analysis, speech recognition and so on. Since the 1950s, AI technology has become increasingly mature, and the application scenarios have become more and more extensive. Compared to AI application scenarios such as manufacturing, communication media, retail, education, etc., AI healthcare has a broad market as well as diversified needs.
--Market Scale
Data from McKinsey Consulting suggests that AI can create $3.5 trillion to $5.8 trillion in business value annually. According to IDC data, it is expected that by 2025 the global artificial intelligence application market value will reach 127 billion U.S. dollars, of which the global AI medical is in a period of rapid growth, accounting for one-fifth of the artificial intelligence market. China's artificial intelligence industry is developing rapidly, and since the application of AI to gene sequencing in 2018, the commercialization model of AI medical has gradually been formed, and after 2019, AI medical has been developing rapidly at a growth rate of 40% to 60%, and today China's AI medical core software market is close to 3 billion yuan, plus AI medical robots with a heavy-asset nature, and the overall scale is close to 6 billion yuan.
2, AI medical underlying foundation is gradually improved
--Industry into the business model construction stage
The State Council in 2017 released a "new generation of artificial intelligence Development Plan" mentioned the need to promote the application of artificial intelligence can treat new modes and means, and establish a rapid and accurate intelligent medical system. 2018 the government requires artificial intelligence to grass-roots areas of top-to-bottom penetration, and further clarifies the goals and general direction of the development of the development of medical imaging, intelligent service robots and other subsectors.
In July 2021, the State Drug Administration issued the Guiding Principles for Defining the Classification of Artificial Intelligence Medical Software Products, which clarifies the definition of the category of artificial intelligence medical software products:Used to assist in decision-making, in accordance with the management of Class III medical devicesAt present, there are more than forty AI products that have been approved for listing.
--Artificial Intelligence medical underpinning technology is mature
The popular machine learning algorithms and deep learning algorithms that will be used in the medical literature from 2012 to 2020 include:Support Vector Machines (38%), which are mainly used to recognize imaging biomarkers and medical image analysis; Support Vector Machines (38%), which are mainly used to recognize imaging biomarkers and medical image analysis; and Markers and medical image analysis; neural networks (34%), mainly applied to biochemical analysis, image analysis and drug development; logistic regression (4%), mainly used for disease risk assessment and CDSS. AI medical overall underlying technology is more mature, the application side is well prepared
3, AI medical investment and financing market is active
The underlying technology, top-level policy design of the two-way enhancement of capital into the AI medical industry confidence. 2016-2020 AI medical investment and financing scale shows a fluctuating upward trend, 2020 China's AI medical total financing amount reached 3.98 billion yuan, before the B round of investment accounted for 70.6%. the future development of AI medical care should focus on the landing of the data and scientific research. How to cut into the diagnosis and treatment path to solve the practical clinical needs and have a proper payment model is the key to commercialization and landing.
Consolidating the above analysis, China's AI healthcare top-level design, business model, technology model is becoming more mature, and the investment and financing market is active, the future of China's AI healthcare industry will be further developed.
The above data refer to the China Medical Artificial Intelligence Industry Market Outlook Forecast and Investment Strategy Planning Analysis Report by Prospect Industry Research Institute.