As the main tool of minimally invasive surgery, the development of medical endoscope is still very promising. The repair and maintenance of endoscope is also very important. The imaging quality of electronic endoscope is higher and has gradually become the mainstream of the market.
Endoscope manufacturers are highly concentrated, dominated by Japanese and German manufacturers, with a low degree of import substitution, and the overall proportion of domestic products is less than 5%.
Barriers in the field of soft endoscopes are extremely high. Due to the technology accumulation and leading level of Japanese enterprises in the optical field, the global market is basically divided by Japanese enterprises such as Olympus, Pentax and Fuji, accounting for more than 90% of the market share.
There is a big gap between domestic products and imported products in optical accumulation and processing technology, and the process of import substitution is slow. Some domestic enterprises (Shanghai Chengyun, Shanghai Yiguang and Shanghai Aohua Optoelectronics) are involved in digestive tract soft mirrors, but they mainly focus on low-end standard definition products. Kaikai and Aohua have launched domestic high-definition digestive tract soft mirrors in recent years, and their performance has been improved to a certain extent. However, at present, customers are mainly purchased from level II and below hospitals, so it is difficult to enter level III hospitals.
① The endoscope industry has extremely high technical barriers: the endoscope is an instrument integrating multi-disciplinary technologies such as optics, electronics, structure and materials, with extremely high technical barriers. The interior of the mirror body contains multiple channels, including lighting fiber, image fiber, air channel, water channel, etc., which need the cooperation of talents in multiple professional fields.
Optical technology: the core components are lens and image sensor, and the technical difficulty is the design of camera optical module.
Image processing algorithm and imaging: noise reduction technology and edge enhancement technology, such as NBI narrowband imaging technology and fice spectroscopy technology, and Japanese manufacturers have applied for many patents for protection.
Materials and processing technology: there are a large number of patents and technical know-how in terms of fine structure and materials. For example, find materials with moderate hardness and softness suitable for insertion and mass production of ultra-fine part processing and assembly process.
② The first mover advantage is obvious, and the old enterprises have established an industrial moat.
Upstream technology blockade: block the export of upstream core components, conduct patent blockade in advance, and overseas enterprises do not set up R & D centers in China to prevent the loss of talents and technology.