2024 年全球医疗技术产业展望

新产品开发和核准推动产业成长机会

这项研究对全球医疗技术行业的成长潜力和主要市场动态进行了全面分析。我们涵盖心血管、整形外科、病患监测、呼吸设备、神经病学、糖尿病护理和临床穿戴式装置等关键医疗技术领域。我们重点介绍了 2024 年医疗技术的关键预测以及截至 2028 年预测期间的成长机会。预计 2024 年将是医疗科技公司收益强劲成长的一年。强劲的产品创新、新产品核准和技术主导的疾病诊断预计将在预测期内推动北美和欧洲医疗技术行业的成长。由于医疗保健支出的增加、收入水平和个人购买力的提高以及先进技术的采用，亚太和中东地区的医疗科技产业也显示出强劲的成长潜力。微创手术技术的日益普及，一些手术逐渐进入日间照顾中心，正在刺激相关医疗设备类别（包括耗材）的采用。对于拉丁美洲和中东/非洲等区域市场，计算是在最大努力原则进行的，同时考虑到获取按细分市场详细资料细分的局限性。居家照护可能仍然是 2024 年及以后的主要驱动力，居家照护产品和解决方案预计将获得大量采用和需求。我们透过考虑主要上市公司过去的业绩和收益预测来计算销售额预测。估算包括传统产品、数位产品和公司在年度报告中报告的打包销售解决方案的收益。

目录

分析亮点

• 分析亮点
• 2024 年医疗技术关键预测

策略要务

• 为什么成长如此困难？
• The Strategic Imperative 8（TM）
• 关键策略要务对医疗科技产业的影响
• 成长机会推动Growth Pipeline Engine（TM）

成长环境

• 市场区隔
• 全球医疗科技产业仪錶板
• 按地区市场占有率- 2023 年和 2028 年
• 成长环境

宏观经济因素

• 2024 年十大趋势
• 十大成长机会
• 世界GDP成长率－主要经济体成长动力丧失，全球经济成长从2023年的3.0%温和放缓至2024年的2.6%
• 通膨和利率－整体通膨率持续下降，预计已开发经济体将于 2024 年下半年降息
• 货币趋势 - 美元在 2024 年上半年保持强势，新兴市场货币从 2024 年第三季开始走强
• 劳动市场－失业率温和上升，市场情绪积极预期支持劳动力汇集
• 石油市场-OPEC+第一季原油产量将减产，非OPEC产量将增加
• 关键矿产供应－经济弹性的需要加强了跨境和跨产业的伙伴关係
• 北美 - 由于可自由支配支出减少和利率上升导致经济放缓
• 西欧－通膨逆风逐渐缓解，成长温和復苏，重建财政缓衝成为当务之急
• 中东 - 经济多元化带来的非石油成长限制了全球石油市场放缓带来的挫折
• 亚洲－新兴经济体驱动成长动力，财政措施支撑中国经济復苏

2024 年医疗科技产业收益趋势

• 预测方法和假设
• 收益预测（按细分市场）
• 按部门分類的收益预测分析
• 按地区分類的收益预测 - 主要需求驱动因素

2024 年医疗科技产业三大预测

• 预测1－医疗科技公司将持续投资于产品创新的研发
• 预测2－医疗科技分拆是大型企业集团实现股东价值的关键
• 预测3－由于人工智慧的进步，精准手术将持续成为趋势

2024 年医疗科技七大细分市场展望 - 心血管

• 心血管－2024 年产业概况
• 心血管 - 值得关注的公司

2024 年医疗科技七大细分市场展望 -整形外科

• 整形外科- 2024 年产业概况
• 整形外科- 值得关注的公司

2024 年医疗科技七大细分市场展望 - 临床穿戴式装置

• 临床穿戴装置 - 2024 年业界简介
• 临床穿戴装置 - 值得关注的公司

2024 年 MedTech 七大细分市场展望 -病患监测设备

• 病患监测设备 - 2024 年产业简介
• 病患监测设备 - 值得关注的公司

2024 年 MedTech 七大细分市场展望 - 呼吸设备

• 呼吸设备 - 2024 年产业概况
• 呼吸设备 - 值得关注的公司

2024 年 MedTech 七大细分市场展望 - 糖尿病治疗设备

• 糖尿病治疗设备 - 2024 年产业简介
• 糖尿病治疗设备 - 值得关注的公司

2024 年医疗科技七大细分市场展望 - 神经设备

• 神经设备 ​​- 2024 年产业简介
• 神经设备 ​​- 值得关注的公司

成长机会宇宙

• 成长机会1－非手术机器人
• 成长机会 2 - 亚太地区/中东地区对高端医疗设备的需求不断增加
• 成长机会3－即时持续监控
• 成长机会4—资料收益

结论

下一步

New Product Development and Approvals Drive Industry Growth Opportunities

The Global MedTech Outlook, 2024 presents a comprehensive analysis of the global MedTech industry in terms of growth potential and important market dynamics. The analysis covers major MedTech segments such as cardiovascular, orthopedics, patient monitoring, respiratory devices, neurology, diabetes care, and clinical-grade wearables. It highlights key MedTech predictions for 2024 and growth opportunities over the forecast period to 2028. 2024 is forecast to be a robust revenue growth year for MedTech companies. Strong product innovation, new product approvals, and technology-driven disease diagnosis are expected to drive MedTech industry growth in North America and Europe for the forecast period. The MedTech industry in APAC and the Middle East also displays robust growth potential from increased healthcare spending, higher income levels and personal purchasing power, and adoption of advanced technologies. Minimally invasive surgery techniques see increased uptake, with the gradual shift of some procedures to day care centers, spurring the adoption of related medical device categories, including consumables. Calculations for regional markets such as Latin America, the Middle East, and Africa have been done on a best-effort basis, considering the limitations of obtaining detailed segment-wise data breakdowns. At-home care will likely remain a crucial driver in 2024 and beyond, with home care products and solutions expected to gain significant adoption and demand. The methodology considers leading public companies' historical performance and revenue guidance to arrive at the sales forecast. The estimates include revenue realized from traditional products, digital offerings, and solutions sold as a package, as reported by companies in their annual reports.

Table of Contents

Analysis Highlights

• Analysis Highlights
• MedTech Top Predictions for 2024

Strategic Imperatives

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top Three Strategic Imperatives on the MedTech Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Environment

• Market Segmentation
• Global MedTech Industry Dashboard
• Global MedTech Market Share by Region-2023 and 2028
• Growth Environment

Macroeconomic Factors

• Top 10 Trends for 2024
• Top 10 Growth Opportunities
• Global GDP Growth-Mild Global Growth Slowdown from 3.0% in 2023 to 2.6% in 2024 as Key Economies Lose Growth Momentum
• Inflation and Interest Rates-Headline Inflation will Continue to Decline; H2 2024 will Shift Toward Rate Cuts for Advanced Economies
• Currency Trajectory-Dollar to Remain Strong in H1 2024; Emerging Market Currencies to Get a Boost from Q3 2024
• Labor Market-Moderate Unemployment Uptick; Positive Expectations Over Market Sentiment to Support Labor Hoarding
• OIL Markets-Q1 OPEC+ Oil Production Cuts; Non-OPEC Production to Rise
• Critical Minerals Supplies-Need for Economic Resiliency will Bolster Cross-border and Cross-industry Partnerships
• North America-Economic Slowdown AMID Discretionary Spending Pullback and Elevated Interest Rates
• Western Europe-Moderate Growth Pick-up as Inflation Headwinds Ease Gradually; Rebuilding Fiscal Buffers to Take Precedence
• Middle East-Non-oil Growth Driven by Economic Diversification to Limit the Pullback Caused by a Slowdown in Global Oil Markets
• ASIA-Emerging Economies to Drive Growth Momentum; Fiscal Measures to Support Chinese Economic Recovery

MedTech Industry Revenue Trends, 2024

• Forecast Methodology and Assumptions
• Revenue Forecast by Segment
• Revenue Forecast Analysis by Segment
• Revenue Forecast by Region-Key Demand Drivers

Top 3 MedTech Industry Predictions for 2024

• Prediction 1-MedTech Companies to Sustain R&D Investments in Product Innovation
• Prediction 2-Spin-off MedTech Divisions will be Key for Large Conglomerates to Realize Shareholder Value
• Prediction 3-Precision Surgery will be an Ongoing Trend with the Advancement of AI

Top 7 MedTech Segments Outlook for 2024-Cardiovascular

• Cardiovascular-2024 Industry Snapshot
• Cardiovascular-Companies to Watch

Top 7 MedTech Segments Outlook for 2024-Orthopedics

• Orthopedics-2024 Industry Snapshot
• Orthopedics-Companies to Watch

Top 7 MedTech Segments Outlook for 2024-Clinical-grade Wearables

• Clinical-grade Wearables-2024 Industry Snapshot
• Clinical-grade Wearables-Companies to Watch

Top 7 MedTech Segments Outlook for 2024-Patient Monitoring Devices

• Patient Monitoring Devices-2024 Industry Snapshot
• Patient Monitoring Devices-Companies to Watch

Top 7 MedTech Segments Outlook for 2024-Respiratory Devices

• Respiratory Devices-2024 Industry Snapshot
• Respiratory Devices-Companies to Watch

Top 7 MedTech Segments Outlook for 2024-Diabetes Care Devices

• Diabetes Care Devices-2024 Industry Snapshot
• Diabetes Care Devices-Companies to Watch

Top 7 MedTech Segments Outlook for 2024-Neurology Devices

• Neurology Devices-2024 Industry Snapshot
• Neurology Devices-Companies to Watch

Growth Opportunity Universe

• Growth Opportunity 1-Non-surgical Robots
• Growth Opportunity 2-Growing Appetite for High-end Medical Equipment in APAC and the Middle East
• Growth Opportunity 3-Real-time Continuous Monitoring
• Growth Opportunity 4-Data Monetization

Conclusions

• Conclusions and Future Outlook

Next Steps

• Your Next Steps
• Why Frost, Why Now?
• List of Exhibits
• Legal Disclaimer