作為微創(chuàng)手術(shù)的主要工具——醫(yī)療內(nèi)窺鏡的發(fā)展還是很有前景的,內(nèi)窺鏡維修、保養(yǎng)也十分重要,電子內(nèi)窺鏡的成像質(zhì)量更高,逐步成為市場主流。
As the main tool of minimally invasive surgery, the development of medical endoscope is still very promising. The repair and maintenance of endoscope is also very important. The imaging quality of electronic endoscope is higher and gradually becomes the mainstream of the market.
內(nèi)窺鏡廠商集中度較高,日本和德國廠商占據(jù)地位,進(jìn)口替代程度較低,國產(chǎn)產(chǎn)品總體占比不足5%。
The concentration of endoscopic manufacturers is high, Japanese and German manufacturers occupy the leading position, and the degree of import substitution is low. The overall proportion of domestic products is less than 5%.
軟性內(nèi)窺鏡領(lǐng)域壁壘很高,由于日本企業(yè)在光學(xué)領(lǐng)域的技術(shù)積累和水平,全球范圍的市場基本被奧林巴斯、賓得、富士等日企瓜分,合計(jì)占據(jù)90%以上的市場份額。
Due to the technology accumulation and advanced level of Japanese enterprises in the optical field, the global market is basically divided up by Olympus, Pentax, Fuji and other Japanese enterprises, accounting for more than 90% of the total market share.
國產(chǎn)產(chǎn)品與進(jìn)口產(chǎn)品在光學(xué)積累和加工工藝上存在較大差距,進(jìn)口替代進(jìn)程緩慢。部分國產(chǎn)企業(yè)有涉及消化道軟鏡,但是以較為低端的標(biāo)清產(chǎn)品為主,開立和澳華近年推出了國產(chǎn)高清消化道軟鏡,性能有一定提升,但是目前客戶主要以二級(jí)及以下醫(yī)院采購為主,進(jìn)入三級(jí)醫(yī)院存在難度。
There is a big gap between domestic products and imported products in optical accumulation and processing technology, and the process of import substitution is slow. Some domestic enterprises have involved in digestive tract soft mirror, but mainly low-end standard definition products. Kaifa and Aohua have launched domestic high-definition digestive tract soft mirror in recent years, and the performance has been improved to a certain extent. However, at present, customers mainly purchase from secondary and lower hospitals, and it is difficult to enter tertiary hospitals.
①內(nèi)窺鏡行業(yè)技術(shù)壁壘很高:內(nèi)窺鏡是集光學(xué)、電子、結(jié)構(gòu)、材料等多學(xué)科技術(shù)為一體的器械,技術(shù)壁壘高。鏡體內(nèi)部包含多個(gè)通道,包括照明光纖、傳像光纖、傳氣通道、傳水通道等,需要多個(gè)領(lǐng)域的人才相互配合。
① The technical barrier of endoscope industry is very high: endoscope is an instrument integrating optics, electronics, structure, materials and other multidisciplinary technologies, with high technical barrier. The mirror body contains multiple channels, including lighting optical fiber, image transmission optical fiber, air transmission channel, water transmission channel, etc., which requires the cooperation of talents from multiple professional fields.
光學(xué)技術(shù):核心部件是鏡頭和圖像傳感器,技術(shù)難點(diǎn)是攝像頭光學(xué)模組設(shè)計(jì)。
Optical technology: the core components are lens and image sensor, and the technical difficulty is the design of camera optical module.
圖像處理算法與成像:降噪技術(shù)和邊緣增強(qiáng)技術(shù),例如NBI窄帶成像技術(shù)和FICE分光技術(shù)等,且日本廠家已經(jīng)申請了很多權(quán)利進(jìn)行保護(hù)。
Image processing algorithm and imaging: noise reduction technology and edge enhancement technology, such as NBI narrow-band imaging technology and fice spectroscopy technology, and Japanese manufacturers have applied for many rights to protect.
材料與加工工藝:在細(xì)微構(gòu)造、材料等方面,有大量的權(quán)利和技術(shù)要訣。例如找到軟硬適中的材料適于插入,量產(chǎn)超細(xì)部分加工與組裝工藝。
Materials and processing technology: there are a lot of rights and technical tips in the aspects of fine structure and materials. For example, to find suitable soft and hard materials for insertion, mass production of ultra-fine parts processing and assembly process.
②先發(fā)優(yōu)勢明顯,老牌企業(yè)已建立產(chǎn)業(yè)護(hù)城河。
② The first mover advantage is obvious, and the old brand enterprises have established the industrial moat.
上游技術(shù)封鎖:阻斷上游核心部件出口,提前布局進(jìn)行封鎖,且海外企業(yè)不在國內(nèi)設(shè)立研發(fā)中心,防止人才與技術(shù)流失。
Upstream technology blockade: block the export of upstream core components, layout ahead of time for blockade, and overseas enterprises do not set up R & D centers in China to prevent the loss of talents and technology.