A number of ventilator giants' products have been recalled recently, and the ventilator market is still in incremental competition

Ocean net news Last month, , The State Drug Administration issued a notice 《 Wellcome California Inc Respironics California, Inc. Yes, ventilator Ventilator Active recall 》 call ： Will be sold domestically 14207 Philips wellcome V60 respirator , All first-class recalls ; Also in the near future , The United States FDA Notice issued , confirm Draeger The recall of ventilator filter is a first-class recall . It is reported that , Level 1 recall is the most serious recall level , This indicates that the use of the medical device may or has caused serious health hazards .

One side , Ventilator giant products have been recalled many times , Attract the attention of regulatory authorities and industry ; On the other hand , The ventilator market is still in “ Incremental competition ” Environmental Science , Domestic and foreign giants are showing their strength in the field of high-end products .

International ventilator giant products have been recalled

The announcement of the State Food and Drug Administration shows , The reason for this recall is , This model of ventilator was found to have potential problems affecting the internal circuit of the ventilator , In some small probability cases , May cause the ventilator to stop running . The sales volume of the products involved in China is 14207 platform . So , Philips is taking measures , Inform customers affected by this problem , Instruct customers to take appropriate mitigation measures to avoid potential risks , And will provide corrective measures to solve the problem .

This year, 4 End of month , Philips has released as of 2022 year 3 month 31 Quarterly report on the th . According to the report , philips 2022 In the first quarter of, sales reached 39 Billions of euros （ About us 272.9 RMB 100 million ）, Comparable decline 4%; Net loss 1.51 Billions of euros （ About us 10.56 RMB 100 million ）. Philips said it was mainly challenged by the supply chain 、 The delay in the installation of hospital equipment caused by the epidemic 、 Ventilator recall affects .

Some analysts have said , A series of recalls by Philips may bring benefits to global ventilator giant RSM 1 Million to 3 A billion dollar market opportunity . At the same time, the income of RSM is 8.645 Billion dollars （ About us 58.08 RMB 100 million ）, Year-on-year growth 12%; Net income of 1.79 Billion dollars . Rismai said , It achieved double-digit revenue growth in the quarter , Thanks to the “ Continuous supply chain disruption and competitor recalls ”, Make its product demand continue to increase . Before that, RSM CEO Once said , The recall of Philips has left a blank in the ventilator Market , The demand for ventilators is increasing , So RSM is trying to fill this gap , And will start with the introduction of new positive airway pressure ventilation equipment .

Another report ,Draeger This recall is SafeStar55 Respiratory filter , It can be used when the patient is anesthetized or needs respiratory assistance . The function is to reduce bacteria , The harm of other microorganisms, small particles and other pollutants to patients . Affected by the recall is LT2103 batch , Some defective filters were omitted due to manual inspection , Including partially clogged filters , Make it flow to the market . according to FDA Prior notice , At present, there is a complaint and an injury related to the use of the device , No deaths have been reported .Draeger On 2022 year 5 month 16 An emergency medical device recall letter was sent to customers who may be affected . This letter requires the customer to separate the batch number LT2103 Filter , And contact Draeger Free replacement .

actually , From Germany Draeger It has always been the leader in the global innovative ventilator Market , Invasive ventilator is commonly said “ Endotracheal intubation ” Mainly used in hospitals ICU Intensive care unit , And other scenes such as the operating room . Driven by many factors , In recent years Draeger Wait for the market of head ventilator enterprises to soar .

according to the understanding of , Ventilator production threshold 、 High technical requirements , Difficulty , complicated , High market concentration , Half of the world's ventilator manufacturers are located in the European Union , Other major producing areas are in the United States and China , Leading enterprises occupy more than half of the market . according to MEDCAPTAIN data , stay ICU In the application market ,Getinge、Hamilton、Drger The market share of the innovative ventilator of the third group has reached 60%, The second is GE Medical care 、 Medtronic 、 Viaan 、 Mindray and other enterprises . As an enterprise that entered China earlier ,Draeger It has occupied the first position in the domestic ventilator Market for a long time .

Domestic ventilator manufacturers continue to make breakthroughs and innovations in technology . chart @ Vision China

Domestic enterprises are committed to local high-end and “ Sea ”

7 month 4 Japan ,A Many ventilator concept stocks soared , Among them, the share price of Mindray medical increased by more than 7%, Yuyue Medical 、 Aerospace Changfeng's share price also increased to varying degrees . according to an uncompleted statistic , By 2021 Beginning of the year , Ventilator industry wide Export 300 More than one hundred million yuan , for the domestic market 150 More than one hundred million yuan . Affected by the epidemic, major epidemic countries such as Europe and the United States began to relax access requirements .2020 year 3 month 28 Japan , Mindray medical ventilator was approved by the US Food and drug administration （FDA） Of EUA（ Emergency use authorization ） authentication ; Same year 4 month 1 Japan , Yuyue medical received FDA Issued by EUA, Obtain the admittance qualification of non-invasive ventilator sales company in the United States during the epidemic . The ventilator products of Mindray and Yuyue have been obtained before CE authentication .

On the one hand is “ Sea ” Get more and more recognition , On the other hand, technological breakthroughs and innovations continue .2020 In, Hangzhou Beifeng technology company launched the key hardware of ventilator localization — Turbine motor , Domestic ventilator innovation has taken a big step ;2020 year 6 month , Aerospace Changfeng medical launched adult ventilator 8250, This model adopts the international mainstream “ Differential pressure type ” Flow sensor , Industry attention ; Mindray medical launched itself SynoVent E Since the series of ventilator , After many updates and product upgrades , At present, the company has been at the forefront of the world in hospital invasive ventilator ; Yi'an medical is a leading R & D and manufacturing enterprise of anesthesia and respiratory medical equipment in China , The product has covered breathing and ICU、 Anesthesia and operating room 、 First aid and emergency 、 Laminar flow and hospital engineering 、 Business sectors such as sleep and respiratory diseases .

The size of ventilator market will be in the future 10 It is expected to grow rapidly in

In the eyes of industry observers , It is not just affected by the COVID-19 , The encouragement of relevant national policies is itself promoting the substantial expansion of the ventilator Market , As an effective means to replace the function of spontaneous ventilation, ventilator , Has been widely used in ICU、 Internal Medicine-Neurology 、 Neurosurgery 、 Ward and other areas .2018 year , Issued by the medical administration of the National Health Commission 《 Notice on further improving the ability of trauma treatment 》,“5 Big medical center ” All construction and management guidance documents have been released , and “ respirator ” Selected as one of the necessary equipment of medical institutions 5 In the equipment configuration standard of large medical centers .

The policy is good 、 The market needs , According to the institution , The scale of domestic ventilator market will be in the future 10 It may happen within the year 20％~30％ Rapid growth of , The ventilator has a long working time , Consumable use characteristics , The normal product life cycle is 5 About years ago , Every year 20％ About the renewal . As a key equipment in life support system , The ventilator market is considered to be growing steadily in the future “ Blue ocean ”.

writing / surface ： Guangzhou Daily all media reporter Tu Duanyu