未来的手术室-机器人辅助手术的崛起

作者MARCOBÜHREN副合伙人MATTHIASBÜNTE高级合伙人RANDYBRÜCKNER咨询顾问SALILCHURI副合伙人THILOKALTENBACH高级合伙人PETERMAGUNIA高级合伙人

手术的崛起六月2023一个到2030年规模将翻三番的行业RASRAS300[1203017%CGR)215ntuitieSurgicalMedtronitrye,Johnson&Johnso）AsensusZimmerBiometRASRAS。RASRASRASRBRASmarketmodel;May2023一个令人兴奋的行业正在迅速发展RAS。RAS[45]。3DRAS。一个不断增长的市场提供全球机遇77ntuitieSurgical202262[7],收入的80%RAS机器人系统板块RAS系统的价格50300[8],2022与诊仪器和配件板块2022服务板块2022RASSAAS2022203014%按板块拆分[百万美元；%]

按地区划分[百万美元；%]

按应用科室拆分[百万美元；%]31%13%31%13%

21.5

+13.7%

21.5

+13.7%

21.516%13%12%5%16%13%12%+15.1%

20%20%4.432%51%56%4.450%4.448%

+15.1%

17%4%

+15.0%2018

2022

2030

2018

2022

2030

2018

2022

2030仪器以及配件 服机器人系统

北美 亚太 欧

其他地区

其他

骨科

妇科

普通外科资料来源：罗兰贝格2182022RAS1%2020Covid19RAS2022203017%（复合年增长率21560%ntuitieSurgical[1,11]203020228日本和韩国看起来正在推动亚洲区域的增长[12,13]。及RAS[14]RAS（心外科：心脏肿瘤切除、二尖瓣修复、冠状动脉旁路嫁接[15,16];(DBSRAS渗透率也相助。RASDR)RAS要额外使用的耗材费用。普通外科手术是RAS年占据市场份额的[1011]202237RASMatryeRos（ZimmerBiomet）CoiSmith&NepheEelsiusGPGlobusMeical辅助在骨科领域的使用一直在强劲增长。RAS部分手术RAS应用概览德国DRG报销额度[欧元]德国DRG报销额度[欧元]

恶性综合征

食道手术[Thor.]12.000

胰腺/胰十二指肠切除术[Visc.]

结直肠手术[Visc.]10.000

0低

子宫内膜异位症[Gyn.]支气管镜检查[Thor.]

膝关节置换术腹部疝气腹股沟疝]

前列腺切除术[Uro.]高RAS适配性[Gen.]=内脏手术新的玩家正在挑战市场领导者ntuitieSurgicalRAS80%[18]手术。e市场竞争环境Johnson&

Siemens

Zimmer

BrainLab

（施乐辉）

（博医来）(美敦力)

(强生公司

（雷尼绍）(西门子医疗（史赛克）捷迈邦美） （ ） （

Excelsius

Circ普通外科泌尿科妇科骨科心外科神经外科其他

GPS

涵盖 不涵盖资料来源：罗兰贝格HugoMonarchSenhanentuitie过18130[19]和3[1RASRASIntuitieIntuitieAsensus。OttvantuitieDaVnci——[20]展示了这些高度创新系统所需要面对的各类技术挑战。CorPathGRXSentanteSentantetryerMaoZimmerBiometRosaThinkTSoutionOneSmith&NephewCori。GlobusMedicalEelsiusGPSMedtronicMaoZimmerBiometRosaOneBrainlabCirqntuitieMedtronitryerZimmerBiome0%ntuitieHugo3DTitanMedicalVicariousSurgicalntuitieIon[21,2Corndus62[23]RAS与此同时，RAS领域的进步正在将重点从产品转移到手术和更广泛的解决方案上。因包括规划、(A)。RAS是实现完全智能互联手术室的关键一步。RAS在手术不同阶段介入角色术前 术中 术后术前模拟——通常由机器学习数据库支持——为外科医生和他们的团队提供理想的前期准备

感知实时指导，提供决策支持，改善手术过程中的协作和信息共享

随着时间推移通过分析优化手术表现，确保患者康复期间的随访并建立全球标准化资料来源：罗兰贝格但所有公司仍有一些障碍需要清除RASRASRAS渗透程度比预期要慢RASRAS732012年的1.8%上升到218年1%[25],——ntuitieSurgicaltryerMaoMazorRASO)RAS100,000RAS[26]100的神经外科部门在2021和202240[17]RASRAS[27][2829RAS更耗费时间和资源的结论。RAS.53%[27RASRAS202180[31]25[32]。安装RAS200[33,2018RAS3,5003,0007,00020[35]。安装RAS的高成本显得不符合逻辑。[28]保险RAS销政策。RASTHILOKALTENBACH高级合伙人德国

RAS市场的机遇吸引了越来越多的玩家参”机器人手术公司下一步应该做什么RAS5公司的战略重心赢得市场准入机会赢得市场准入机会注重以客户为中心 针对医疗体系制定令人信服的价值主张注重以客户为中心针对医疗体系制定令人信服的价值主张产生令人信服的临床和真实世界数据产生令人信服的临床和真实世界数据和具备领导地位的医院和学术中心合作5大机遇资料来源：罗兰贝格RASRASRASRASRAS1010O)RASRASRAS医RASRASRASRAS在罗兰贝格，我们帮助公司解决战略问题，以便他们能够承担或维持其行业的领先地RASRAS参考文献：

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