2024年医疗科技行业状况及2025年展望

Preface 2024 has stood out as a year defined by extraordinary resilience, groundbreakinginnovation, and transformative change. With unwavering pride, we unveil the“State of the MedTech Industry in 2024 and Outlook for 2025”— a comprehensivereport that shines a spotlight on the pivotal trends, pressing challenges, andunparalleled opportunities shaping the future of our sector. At Vamstar, we understand the profound impact that technological advancementsand evolving market dynamics have on the healthcare landscape. The past yearhas been defined by breakthroughs in artificial intelligence, the expansion of digitalhealth platforms, and an increasing focus on operational efficiency and sustainability.These developments underscore the importance of agility and collaboration innavigating an environment that demands both innovation and precision. This report encapsulates a comprehensive synthesis of our in-depth research,market intelligence, and perspectives from industry leaders. It explores the keyforces propelling transformation—ranging from the integration of AI acrossmarket access, pricing, sales, and tendering processes, to the advancement ofAI-powered diagnostics, and the urgent imperative for supply chain resilienceamidst global uncertainties. As we set our sights on 2025, the opportunities ahead are vast and intertwinedwith complexity. The industry’s trajectory hinges on its ability to align technologywith patient-centric care, adapt to regulatory evolution, and forge new pathways inunderserved markets. At Vamstar, we remain steadfast in our mission to empowerorganisations with the tools and insights necessary to thrive in this era of change. I invite you to explore this report with the same curiosity and commitment toexcellence that defines our work at Vamstar. It is our hope that these findingsinspire bold strategies, collaborative innovation, and meaningful progress acrossthe MedTech ecosystem. Our team remains at your disposal to support your journeyand drive success in this evolving landscape. With best wishes, Chief Executive Officer, Vamstar Contents 01/Executive Summary2 02/Key Highlights of 20246 03/Market Dynamics in 202418 04/Financial Performance and Metrics27 05/Strategic Imperatives for 202533 06/Market Outlook 202541 07/Conclusion50 01/Executive Summary Executive Summary01/ The medical technology (MedTech) sector in 2024navigated a complex landscape marked by strategicconsolidation, technological innovation, and significantoperational challenges. The year was characterised byprofound industry shifts that tested the resilience andadaptability of leading companies. Strategic Consolidation and Market Reshaping The year witnessed transformative mergers and acquisitions that redefinedthe competitive ecosystem: Johnson & Johnson acquired Shockwave Medical for $13.1 billion,significantly expanding its cardiovascular portfolio with innovativeintravascular lithotripsy (IVL) technology. BD (Becton, Dickinson and Company) purchased EdwardsLifesciences’ Critical Care business for $4.2 billion, strengtheningits advanced patient monitoring capabilities. Boston Scientific completed a $3.7 billion acquisition of Axonics,enhancing its sacral neuromodulation technologies for treatingoveractive bladder conditions. 01 / Executive Summary / continued These strategic moves not only diversified product offerings but also positionedcompanies to lead in high-growth market segments. Strategic acquisitions anddivestitures are reshaping portfolios to align with growth opportunities. Leading firmsare pursuing programmatic acquisitions in adjacent markets and step-out dealstargeting unmet patient needs. Divestitures, meanwhile, are unlocking dormant valueand enabling sharper focus on core strengths. Supply Chain Resilience and Optimisation Global economic uncertainties prompted comprehensive supply chain transformations: Semiconductor shortages and geopolitical tensions challenged industry stability.Medtronic implemented a regional manufacturing model to mitigate globaltransportation risks.Baxter International adopted a dual-sourcing strategy to reduce supplierdependency.BD integrated predictive analytics into inventory management, achieving a 20%improvement in forecast accuracy. Technological Innovation Driving Growth Breakthrough technologies emerged as key differentiators: Abbott Laboratories launched Lingo™, a next-generation continuous glucosemonitor with advanced AI algorithms.Siemens Healthineers introduced Luminos Q.namix, an AI-powered imagingplatform revolutionising diagnostic workflows.Boston Scientific’s AGENT™ Drug-Coated Balloon set new standards in minimallyinvasive cardiovascular interventions. 01 / Executive Summary / continued Workforce and Operational Realignment The industry has been undergoing significant restructuring while investing inAI capabilities for digital transformation: Major players announced layoffs affecting over 14,000 employees.Increased focus on oper