全球数位手术设备市场（2024-2029）

随着可携式和模组化设备以及人工智慧和机器学习等先进技术的兴起，数位手术将经历转型成长

数位手术设备市场涵盖人工智慧 (AI)、机器人辅助系统、扩增实境(AR)、虚拟实境 (VR) 和术中影像等最尖端科技，这些技术正在彻底改变外科手术流程。这些工具可实现精确导航、即时数据分析和增强视觉化，从而提高准确性和患者治疗效果。该市场还包括用于外科医生培训的模拟平台和用于个人化治疗计划的数位孪生。由于慢性病盛行率的上升、对微创手术的需求以及医疗技术的进步，预计该市场将经历显着增长。关键应用包括整形外科、神经外科和心血管外科，这些领域对精准度至关重要。

数位化手术透过减少併发症、加快復健时间和降低成本来应对全球医疗保健挑战。它也提出了一些重要的考量，例如在伦理道德层面整合人工智慧、确保资料安全以及克服资源有限环境下的实施障碍。对于医疗保健专业人士、投资者和政策制定者而言，了解这个市场对于在快速发展的领域中保持领先地位、做出明智的决策以及为拯救生命的创新做出贡献至关重要。忽视这个市场可能会错失改善外科护理和适应以患者为中心的技术主导医疗保健未来的机会。

收益及预测

预计 2024 年销售额将达到 121.3 亿美元，2024 年至 2029 年的复合年增长率为 15.3%。

竞争激烈程度

• 原因：导航已成为神经外科的标准，但其他手术学科因设定不当而面临手术时间延长的障碍。
• 此外，由于手术量决定了报销金额，医疗机构往往不愿意在手术导引系统上进行大规模投资。在某些地区，大型医疗机构和城市中心也使用此类设备，而导航技术相对较新，这给其普及带来了巨大的障碍。
• 随着亚太地区多家国内公司以更实惠的价格推出手术机器人和手术导引设备，以挑战市场领导，预计该地区将经历强劲的两位数成长，同时平均销售价格（ASP）将下降。
• 由于中国拥有最多的人口，企业可能会考虑将资源配置到中国市场，例如 Intuitive Surgical 计划到 2025 年投资约 1.031 亿美元在上海建立製造创新中心。

颠覆性技术

• 单埠机器人系统体积小巧，易于安装在缺乏空间容纳占地面积较大的传统机器人系统的医疗机构中。
• 这些系统占地面积小，可提高移动性并可在多个手术室快速部署，从而提高平台利用率。
• Distalmotion DEXTER® 机器人手术系统是 2024 年在美国西北门诊手术中心 (ASC) 部署的首个机器人平台。其模组化、可携式设计可无缝整合到较小的手术室中，为子宫切除术和胆囊切除术提供腹腔镜精度。
• Hole-in-One® 2.0 已被 Novarad 等多家公司采用​​，并在 2024 年在 ASC 机器人手术中的应用将会增加。手术业主希望这些耳机的 3D 投影和手术指导能够帮助诊所使门诊病人手术更易于管理且更经济实惠。

创新经营模式

• 在机器人、人工智慧、扩增实境和 3D 列印等技术的推动下，数位化手术快速发展，需要创新的经营模式来应对不断上升的成本、可及性挑战以及向 ASC 等门诊护理的转变。
• 2024 年，Intuitive Surgical 为美国ASC 试行了名义订阅模式，涵盖系统、维护和所有升级，降低了机器人辅助子宫切除术和前列腺切除术的门槛，并将门诊采用率提高了 15%。
• 史赛克于2024年推出了一套名为「技术即服务」 （TaaS）的套装，其中包含3D列印植入和AR导航工具。外科脊椎外科中心（ASC）只需固定费率即可获得客製化植入、术中AR引导和外科医生培训。此模式支援复杂的门诊脊椎手术，并将准备成本降低30%。

主要竞争对手

RASD

• Asensus Surgical (Karl Storz)
• Cascination
• CMR Surgical
• Dex Surgical
• Distal Motion
• Free Hand
• Globus Medical
• Intuitive Surgical
• Johnson and Johnson
• Medtronic
• Momentis
• MicroPort
• Smith & Nephew
• SS Innovations
• Stryker
• Zimmer Biomet

手术导航设备

• Augmedics
• Brainlab
• Brain Navi
• HuaMedTech
• Immersive Touch
• Karl Storz
• Navigation Sciences
• MediView XR
• Medtronic
• Olympus
• Ossatec
• Osso VR
• SentiAR
• Surgical Theater
• Siemens Healthineers
• Stryker
• Tinavi Medical Technologies
• United Imaging Healthcare
• Zeta Surgical
• Zimmer Biomet

手术规划及训练设备

• Acumed
• 3D Systems
• Brainlab
• Elevate Healthcare
• DePuy Synthes (J&J)
• Fundamental VR
• Intuitive Surgical
• Kyoto Kagaku
• Medical-X
• Mentice
• Oculus Surgical
• Surgical Science
• Surgilasses
• Shanghai United Imaging Intelligence
• VirtaMed
• Precision OS

驱动程式

• 机器人手术的需求不断增加，是因为机器人能够克服微创手术（MIS）的局限性，即触觉和触觉的丧失，这对于手术精确度至关重要。
• 手术机器人能够实现灵巧的运动，并能有效对抗生理性震颤，与刚性腹腔镜手术器械相比，提高了可操作性。
• 随着微创手术 (MIS) 需求的日益增长，手术导引系统变得至关重要。导航系统能够提供即时引导、便捷配准，并透过与医疗记录的整合来提高手术准确性。这项技术还能减轻医护人员的工作量，并改善工作流程管理，这对于提高手术准确性至关重要。
• 受疫情影响，医院面临患者数量激增和诊疗延误的问题，导致择期手术被迫推迟，医疗保健格局正在改变。医疗保健服务从医院转向门诊病人，推动了医院和外科门诊对手术导引系统的需求。
• 人工智慧整合、设备互联、临床决策支援以及穿戴式装置等技术进步，正在推动手术导引系统的普及。这些创新透过提高手术精准度并减少因手术失误导致的再入院和再次手术，从而应对不断上涨的医疗成本。
• 各大科技公司对 VR、AR 和 MR 的投资将推动整个生态系统的发展，吸引更多兴趣、使用者和机会。

成长阻碍因素

• VR、AR 和 MR 硬体和配件的成本相对较高，这是这些技术广泛应用的主要障碍。
• 安装、维护和操作机器人手术系统的高昂成本会增加手术成本。例如，据估计，使用手术机器人进行的手术比传统的腹腔镜手术贵3,000美元至6,000美元。
• 手术导航系统的安装、维护和操作会增加手术成本：与传统方法相比，采用手术导航的手术估计将额外花费 2,000 至 5,000 美元，所需的註册点通常会使手术时间增加 30 至 45 分钟。
• VR、AR 和 MR 内容有限（例如，Steam 平台上只有约 230 款 VR 游戏），以及商业 AR/MR 应用的匮乏，阻碍了市场的成长。这种匮乏主要源自于应用开发高成本以及开发人员专业知识的匮乏。
• 外科医生在手术过程中面临快速反应的挑战，因为大多数手术机器人在执行命令时都会面临延迟问题。

目录

调查范围

成长环境：数位手术设备市场的转型

• 为什么成长变得越来越困难
• 策略要务
• 三大策略要务对数位手术设备产业的影响

数位手术设备市场生态系统

• 竞争环境
• 主要竞争对手

数位手术设备市场的成长动力

• 成长指标
• 成长动力
• 成长限制因素
• 预测考虑因素
• 收益预测
• 按产品分類的收益预测
• 收益预测分析
• 各地区收益预测
• 价格趋势及预测分析
• 收益分享
• 收益份额分析
• 主要企业的竞争基准化分析
• 外科生态系中的关键问题和关键优先事项
• 影响数位化手术生态系统的医疗技术策略
• 重点治疗领域的机会与发展前景
• 数位化手术－将其范围扩大到非医院最终用户
• 2024年数位化外科手术展望

成长动力：RASD

• 成长指标
• 收益预测
• 按产品分類的收益预测
• 收益预测分析
• 各地区收益预测
• 价格趋势及预测分析
• 区域预测分析
• 机器人在手术中不断演变的作用
• RASD 2024 年里程碑
• RASD平台
• RASD 目标和应用
• 主要 RASD 公司的竞争基准基准化分析
• 与 RASD 市场领先的医疗技术公司进行併购
• RASD 的最新趋势和进展
• 腔内手术日益受到关注
• RASD 的潜在挑战者
• RASD 的未来展望

成长动力：手术导航设备

• 成长指标
• 收益预测
• 按产品分類的收益预测
• 各地区收益预测
• 价格趋势及预测分析
• 区域预测分析
• 手术导引系统 - 应用
• 手术导航系统 - 竞争格局
• 主要企业的竞争基准基准化分析
• 手术计划和导航的最新进展
• 2024年手术导航里程碑
• 与手术导航设备市场领先的医疗技术公司进行併购
• 手术导引的未来

成长动力：手术规划与训练设备

• 成长指标
• 收益预测
• 按产品分類的收益预测
• 收益预测分析
• 各地区收益预测
• 价格趋势及预测分析
• 区域预测分析
• XR在医疗保健领域的应用
• 定义手术专用 XR 的价值
• 适用于特定手术的 XR Drive
• XR 在医师教育与训练的应用
• XR在手术规划上的应用
• 重点强化脊柱

数位手术设备市场的成长机会

• 成长机会 1：透过混合 RASD 改善结果
• 成长机会二：消除数位连线造成的延迟，实现远端手术
• 成长机会3：数据集成
• 成长机会#4：软体即服务
• 成长机会5：可预测性和自动化

附录与后续步骤

Digital Surgery is Experiencing Transformational Growth with the Rise of Portable and Modular Devices and Advanced Technologies Such as AI and ML

The digital surgery devices market encompasses cutting-edge technologies such as artificial intelligence (AI), robotic-assisted systems, augmented reality (AR), virtual reality (VR), and intraoperative imaging to revolutionize surgical procedures. These tools enable precise navigation, real-time data analysis, and enhanced visualization, improving accuracy and patient outcomes. The market also includes simulation platforms for surgeon training and digital twins for personalized treatment planning. It is expected to grow significantly, driven by the rising prevalence of chronic diseases, demand for minimally invasive surgeries, and advancements in medical technology. Key applications include orthopedics, neurosurgery, and cardiovascular procedures, where precision is paramount.

Digital surgery reduces complications, shortens recovery times, and lowers costs, addressing global healthcare challenges. It also raises important considerations, such as integrating AI ethically, ensuring data security, and overcoming adoption barriers in resource-limited settings. For healthcare professionals, investors, or policymakers, understanding this market is essential to stay ahead in a rapidly evolving field, make informed decisions, and contribute to innovations that save lives. Ignoring it risks missing opportunities to improve surgical care and adapt to a technology-driven medical future where patient-centric solutions dominate.

Revenue Forecast

The revenue estimate for the base year 2024 is projected at $12.13 billion, with a CAGR of 15.3% for the study period from 2024 to 2029.

Competitive Intensity

• Why: Navigation has become the standard of neurosurgical care. However, the industry faces obstacles in other procedural areas due to the setup, which extends the procedure time.
• In addition, as procedure volumes decide reimbursement, facilities may often hesitate to invest significantly in a surgical navigation system. In some regions, where large institutions and urban centers are using such devices and navigation technology is relatively new, significant hindrances to adoption are observed.
• Frost Perspective: With several domestic companies in APAC releasing surgical robots and surgical navigation devices at more affordable prices to compete with market leaders, the region is expected to face a decline in terms of the average selling price (ASP), along with strong double-digit growth.
• Companies will aim to invest resources in the Chinese market on account of it being the most populous, as seen with Intuitive Surgical's plans to invest approximately $103.1 million to set up a manufacturing innovation base in Shanghai by 2025.

Disruptive Technologies

• Why: Medical facilities that do not have enough space for traditional robotic systems with large footprints can easily accommodate the smaller profiles of single-port robotic systems.
• These systems' smaller footprint facilitates enhanced mobility, leading to faster deployment across multiple operating rooms and enabling higher platform utilization.
• Frost Perspective: The Distalmotion DEXTER(R) Robotic Surgery System became the 1st robotic platform introduced into a US ASC, Northwstom Ambulatory Surgery Center (ASC), in 2024. Its modular, portable design integrates seamlessly into smaller operating rooms, offering laparoscopic precision for hysterectomies and cholecystectomies.
• The Hole In One(R) 2.0, adapted by several companies, including Novarad, saw increased use in ASCs for robotic surgeries in 2024. Surgical owners expect these headsets to project 3D and surgical guidance, enabling medical practices to keep surgical procedures manageable and affordable for outpatient settings.

Innovative Business Models

• Why: The rapid evolution of digital surgery, driven by technologies such as robotics, AI, AR, and 3D printing, demands innovative business models to address rising costs, accessibility challenges, and the shift to outpatient care such as ASCs.
• Frost Perspective: In 2024, Intuitive Surgical piloted a subscription model for ASCs in the United States for a nominal fee covering the system, maintenance, and all upgrades. This lowered barriers for robotic-assisted hysterectomies and prostatectomies, boosting adoption by 15% in outpatient settings.
• Stryker introduced a tech-as-a-service (TaaS) bundle for its 3D-printed implants and AR navigation tools in 2024. ASCs accessed custom implants, intraoperative AR guidance, and surgeon training for a flat annual fee. This model supported complex spine surgeries in outpatient settings, cutting preparation costs by 30%.

Key Competitors

RASDs

• Asensus Surgical (Karl Storz)
• Cascination
• CMR Surgical
• Dex Surgical
• Distal Motion
• Free Hand
• Globus Medical
• Intuitive Surgical
• Johnson and Johnson
• Medtronic
• Momentis
• MicroPort
• Smith & Nephew
• SS Innovations
• Stryker
• Zimmer Biomet

Surgical Navigation Devices

• Augmedics
• Brainlab
• Brain Navi
• HuaMedTech
• Immersive Touch
• Karl Storz
• Navigation Sciences
• MediView XR
• Medtronic
• Olympus
• Ossatec
• Osso VR
• SentiAR
• Surgical Theater
• Siemens Healthineers
• Stryker
• Tinavi Medical Technologies
• United Imaging Healthcare
• Zeta Surgical
• Zimmer Biomet

Surgical Planning and Training Devices

• Acumed
• 3D Systems
• Brainlab
• Elevate Healthcare
• DePuy Synthes (J&J)
• Fundamental VR
• Intuitive Surgical
• Kyoto Kagaku
• Medical-X
• Mentice
• Oculus Surgical
• Surgical Science
• Surgilasses
• Shanghai United Imaging Intelligence
• VirtaMed
• Precision OS

Growth Drivers

• The increasing demand for robotic surgical procedures due to robots' ability to overcome limitations with minimally invasive surgery (MIS) in terms of loss of touch and haptic sensations is crucial for the accuracy of surgical procedures.
• Surgical robots offer improved dexterity of movement and effectively counter physiological tremors, enhancing operational capabilities compared to rigid laparoscopic instruments.
• Owing to the rising demand for MIS, surgical navigation systems are becoming essential. They offer real-time guidance, ease of registration, and enhanced surgical precision through integration with health records. This technology also reduces the workload on healthcare staff and improves workflow management, which is vital for the accuracy of surgical procedures.
• The healthcare landscape is evolving as hospitals face increasing patient volumes and backlogs resulting from the pandemic, during which elective surgeries were postponed. This shift in healthcare delivery is moving from hospitals to outpatient settings, driving the demand for surgical navigation systems in both hospitals and ASCs.
• Technological advancements, including the integration of AI, device connectivity, clinical decision support, and the adoption of wearables, are increasing the adoption of surgical navigation systems. These innovations enhance surgical precision and address rising healthcare costs by reducing readmissions and repeat procedures due to surgical errors.
• Major technology firms' investments in VR, AR, and MR will boost the overall ecosystem, attracting increased interest, users, and opportunities.

Growth Restraints

• The relatively high price points of VR, AR, and MR hardware and accessories are the primary barriers to the widespread adoption of these technologies.
• The high cost of robotic surgery system installation, maintenance, and operations can increase surgical procedure costs. For instance, a surgery that involves a surgical robot is estimated to cost between $3,000 and $6,000 more than a traditional laparoscopic procedure.
• Surgical navigation system installation, maintenance, and operation can increase the cost of a surgical procedure. Surgeries that utilize surgical navigation are estimated to incur an additional $2,000 to $5,000 compared to traditional methods and typically extend surgery times by 30 to 45 minutes due to the need for entering registration points.
• The limited availability of VR, AR, and MR content-such as only approximately 230 VR games on the Steam platform and a lack of commercial AR/MR applications-is hindering market growth. This scarcity is primarily due to the high cost of application development and a shortage of developer expertise.
• As most surgical robots face a latency issue in carrying out commands, surgeons face a challenge in responding quickly during procedures.

Table of Contents

Research Scope

• Scope of Analysis
• Segmentation
• Segmentation by Application

Growth Environment: Transformation in The Digital Surgery Devices Market

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the Digital Surgery Devices Industry

Ecosystem in the Digital Surgery Devices Market

• Competitive Environment
• Key Competitors

Growth Generator in the Digital Surgery Devices Market

• Growth Metrics
• Growth Drivers
• Growth Restraints
• Forecast Considerations
• Revenue Forecast
• Revenue Forecast by Product
• Revenue Forecast Analysis
• Revenue Forecast by Region
• Pricing Trends and Forecast Analysis
• Revenue Share
• Revenue Share Analysis
• Competitive Benchmarking of Key Companies in Digital Surgery Devices
• Critical Pain Points and Key Priorities in the Surgical Ecosystem
• Medtech Strategies that Impact the Digital Surgical Ecosystem
• Key Therapy Area Opportunities and Development Scenarios
• Digital Surgery-Increasing Scope for Out-of-Hospital End Users
• Line of Sight for Digital Surgery in 2024

Growth Generator: RASDs

• Growth Metrics
• Revenue Forecast
• Revenue Forecast by Product
• Revenue Forecast Analysis
• Revenue Forecast by Region
• Pricing Trends and Forecast Analysis
• Forecast Analysis by Region
• Evolving Roles of Robotics in Surgery
• Milestones in RASDs for 2024
• RASD Platforms
• RASD Goals and Applications
• Competitive Benchmarking of Key RASD Companies
• M&As with Large Medtech Companies in the RASD Market
• Recent Trends and Advances in RASDs
• Increasing Focus on Endoluminal Surgery
• Potential Challengers in RASDs
• Future Scope for RASDs

Growth Generator: Surgical Navigation Devices

• Growth Metrics
• Revenue Forecast
• Revenue Forecast by Product
• Revenue Forecast by Region
• Pricing Trends and Forecast Analysis
• Forecast Analysis by Region
• Surgical Navigation Systems-Applications
• Surgical Navigation Systems-Competitive Landscape
• Competitive Benchmarking of Key Companies in Surgical Simulation
• Recent Advances in Surgical Planning and Navigation
• Milestones in Surgical Navigation for 2024
• M&As with Large Medtech Companies in the Surgical Navigation Device Market
• Future Scope for Surgical Navigation

Growth Generator: Surgical Planning and Training Devices

• Growth Metrics
• Revenue Forecast
• Revenue Forecast by Product
• Revenue Forecast Analysis
• Revenue Forecast by Region
• Pricing Trends and Forecast Analysis
• Forecast Analysis by Region
• XR in Healthcare
• Defining XR's Value Specific to Surgery
• XR Drive for Specific Surgeries
• XR in Physician Education and Training
• XR in Surgical Planning
• Increasing Focus on the Spine

Growth Opportunity Universe in Digital Surgery Devices Market

• Growth Opportunity 1: Improving Outcomes with Hybrid RASDs
• Growth Opportunity 2: Telesurgery Enabled with Digital Connectivity to Eliminate Latency
• Growth Opportunity 3: Data Integration
• Growth Opportunity 4: Software as a Service
• Growth Opportunity 5: Predictability and Automation

Appendix & Next Steps

• Benefits and Impacts of Growth Opportunities
• Next Steps
• List of Exhibits
• Legal Disclaimer