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 gradually becomes the mainstream of the market.
The concentration of endoscopic manufacturers is high, Japanese and German manufacturers occupy the leading position, and the degree of import substitution is low. The overall proportion of domestic products is less than 5%.
Due to the technology accumulation and advanced level of Japanese enterprises in the optical field, the global market is basically divided up by Olympus, Pentax, Fuji and other Japanese enterprises, accounting for more than 90% of the total 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 have involved in digestive tract soft mirror, but mainly low-end standard definition products. Kaifa and Aohua have launched domestic high-definition digestive tract soft mirror in recent years, and the performance has been improved to a certain extent. However, at present, customers mainly purchase from secondary and lower hospitals, and it is difficult to enter tertiary hospitals.
① The technical barrier of endoscope industry is very high: endoscope is an instrument integrating optics, electronics, structure, materials and other multidisciplinary technologies, with high technical barrier. The mirror body contains multiple channels, including lighting optical fiber, image transmission optical fiber, air transmission channel, water transmission channel, etc., which requires the cooperation of talents from 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 narrow-band imaging technology and fice spectroscopy technology, and Japanese manufacturers have applied for many rights to protect.
Materials and processing technology: there are a lot of rights and technical tips in the aspects of fine structure and materials. For example, to find suitable soft and hard materials for insertion, mass production of ultra-fine parts processing and assembly process.
② The first mover advantage is obvious, and the old brand enterprises have established the industrial moat.
Upstream technology blockade: block the export of upstream core components, layout ahead of time for blockade, and overseas enterprises do not set up R & D centers in China to prevent the loss of talents and technology.