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2115260

整形外科產業策略(2025-2030):髖關節、膝關節、脊椎、創傷、肩關節、四肢、骨科生物製品-200家領先企業概況(第四版)

Orthopedic Industry Strategic Report 2025-2030: Hip, Knee, Spine, Trauma, Shoulder, Extremities, Orthobiologics & Profile of 200 key players, 4th Edition

出版日期: | 出版商: AVICENNE | 英文 400+ Pages, 550 Exhibits & Profiles | 商品交期: 最快1-2個工作天內

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簡介目錄

概述:

本報告分析了200家整形外科相關企業,這些企業佔了價值550億美元的整形外科終端用戶市場90%以上的佔有率。主要內容包括區域整形外科市場及市場預測、競爭格局及各細分領域的公司排名、整形外科領域的創新和新技術(機器人技術、REACH法規和鈷鉻合金(Co-Cr)的影響、骨科生物製劑、拋棄式醫療器械、美國門診手術中心)、美國關稅的影響,以及對主要整形外科公司庫存水準和盈利的詳細分析。

200家主要公司簡介:

  • 六大公司
  • 70家北美公司
  • 75家歐洲公司
  • 來自亞洲和拉丁美洲的50家公司

目錄

執行摘要

整形外科市場概況:市場趨勢、競爭格局及企業策略、市場促進因素及限制因素、整形外科企業關鍵成功因素

概述:創新與新產品、機器人與3D列印、通貨膨脹、新冠疫情、外匯影響

市場機會:透過新產品推出(NPI)擴大市場佔有率、 EBITDA獲利率、長期市場可預測性、支付方的支付能力、高進入障礙以及積極的併購。

第1章 整形外科環境

  • 整形外科的宏觀環境:政治、經濟、社會/文化、技術、環境和法律法規。
  • 風險:監管負擔、平均售價停滯或下降,以及整形外科終端用戶市場對儀器和CNC工具機的大量資本投資。
  • 整形外科產業的主要趨勢:重大收購、召回、資產剝離和新參與企業。
  • 過去20年的產品召回案例
  • 市場促進因素
  • 市場促進因素

第2章 整形外科與脊椎市場預測:依地區分類

  • 美國、澳洲、日本、歐洲髖關節和膝關節產品價格預測
  • 整形外科產品的促進因素與抑制因素
  • 全球植入市場:依地區分類的市場規模 - 膝關節、髖關節、脊椎、美國、歐洲及其他地區
  • 全球植入市場:依地區分類的市場規模 - 創傷、肩部、四肢、美國、歐洲及其他地區
  • 髖關節與膝關節市場:依地區分類 - 美國、歐洲、日本、澳洲、韓國等地區
  • 依地區分類的髖關節和膝關節手術率及每萬人CAGR
  • 脊椎與創傷市場:依地區分類
  • 脊椎外科:融合術(創傷、畸形、退化)、非融合術(動態脊椎治療)、椎體成形術/後凸畸形重建。肩部和四肢市場:依地區分類 - 美國、歐洲、日本、澳洲、韓國及其他地區。
  • 整形外科產品生命週期:髖關節、膝關節、脊椎、創傷、肢體生長預測。
  • 全球整形外科市場及預測:髖關節、膝關節、脊椎、創傷、肩關節、四肢、骨科生物製劑及其他

    第3章 子公司業務策略:競爭格局、公司排名和分銷

    • 與大型企業競爭的挑戰者分為三類:第一類(全國領導企業)、第二類(國內公司)、第三類(區域供應商)。
    • 髖關節、膝關節和肩關節領域挑戰者公司的成長:Corin、Medacta、Enovis 和 FX Solutions 的銷售資料。
    • 脊椎和骨科生物領域的挑戰者公司從老牌企業手中奪取市場佔有率,並崛起成為主要企業:Globus、Alphatec Spine、Depuy「Spine & other」、Bonesupport 的銷售額。
    • 除了2020年受到 COVID-19 疫情影響外,挑戰者公司的市場佔有率持續擴張:髖關節、膝關節、脊椎、創傷和整形外科的市場佔有率急劇下降。
    • 大型企業與挑戰者企業的比較:大型企業維持了利潤率,而挑戰者企業則實現了成長,比較了各公司的市場佔有率以及整形外科和脊椎相關產品的銷售額成長。
    • 2019年至2024年企業發展趨勢:在主要參與者中,只有 Stryker 從2019年開始以 6.5%的年化成長率成長,這得益於 Globus 和 NuVasive 的合併;其他主要參與者的成長緩慢或下降;挑戰者公司整體成長適中;許多公司實現了兩位數的成長。
    • 為什麼挑戰者型公司比大型公司成長速度更快?
    • 高度集中的髖植入市場及前四大公司:排名和市場分散情況
    • 高度集中的膝關節移植市場及前四大公司:排名和市場佔有率分佈
    • 脊椎移植市場高度集中,前四大公司:排名和市場多元化
    • 創傷植入市場高度集中:排名和市場多元化。
    • 高度集中的肩關節關節移植市場:排名和市場多元化
    • 肢體植入市場集中度適中,四大主要廠商:排名與市場多元化
    • 骨科生物製劑市場集中度適中,四大領導企業:排名與市場多元化

    第4章 整形外科的創新與新技術

    • 顛覆性創新史:陶瓷、髖關節雙活動杯、短柄、前路手術、髖關節 3D 列印、無骨水泥產品、機器人技術、膝關節專用陶瓷零件、肩關節反向植入、人工椎間盤、脊椎 3D 列印籠。
    • 市場促進因素:整形外科市場缺乏顛覆性創新,且有規避風險的傾向,創新主要來自小規模企業和眾多漸進式創新。
    • Alphatec Spine:新產品佔銷售額的82%。
    • Smith & Nephew:每年平均產品推出數量
    • Smith & Nephew和Alphatec Spine創新水準比較

    整形外科機器人

    3D列印

    REACH法規與鈷鉻合金的影響

    骨科生物製劑

    通貨膨脹的影響

    關稅的影響

    一次使用

    門診手術中心(ASC):美國

第5章 公司簡介

  • 6家主要公司
  • 銷售額在1億美元至10億美元之間的公司
  • 銷售額在 4,000萬美元至 1億美元之間的公司
  • 銷售額在2000萬美元至4000萬美元之間的公司
  • 銷售額在1000萬美元至2000萬美元之間的公司
  • 結論/執行摘要
  • 附錄
簡介目錄
Product Code: IMP 06-2026

Overview:

The report analyzes 200 orthopedic companies that account for more than 90% of the 55 BUS$ in the orthopedic end-user market: Orthopedic market by region & forecasts. Competitive landscape & players’ ranking per segment. Innovations & new technologies in orthopedics: Robotics, REACH & impact on Co-Cr, orthobiologics, single-use instruments, Ambulatory Surgery Center – ASC in the USA. Impact of U.S. Tariffs. Detailed Analysis of Inventory Levels and Profitability at Major Orthopedic Companies.

Player profiles: 200:

  • 6 Majors
  • 70 North America companies
  • 75 European
  • 50 Asian and Latin America players.

Table of Contents

Aims of the study, Methodology, Hip, knee, shoulder, spine, trauma, extremities, bone substitutes & orthopedic and spine cement segmentation, Synopsis, Executive summary

Executive summary

Summary of the orthopedic market: Market & trends, Competitive Landscape & Player strategies, Drivers & limiters, Key Success Factors for an orthopedic player

Synopsis: Innovation & new products, Robotics & 3D printing, Impact of inflation, Covid & FX rate

Opportunities: gaining market share through NPIs, level of Ebitda margin , long market visibility, solvency of payers, high barriers to entry & very active M&A

1. Orthopedic environment

  • Orthopedics Macro environment: Political, Economic, Social / Culture, Technology, Environment, Legal & Regulatory
  • Risks: regulatory burden, ASP almost frozen or declining, significant capex for instruments & CNC machines for orthopedic end-user market
  • Milestones in the orthopedic industry: major acquisitions, recalls, divestments, new-comers
  • Product withdrawal cases over the past 20 years, 2000-2020
  • Market drivers: population growth, population over 65 years, health expenses, obesity, product mix impact
  • Market drivers: demographic & economic: Global population growth 1950-2050 and people over 65
  • Market drivers: health expenses & obesity rates, USA, France & UK, 1980-2025
  • Market drivers: innovation and new products are the differentiating factors on the orthopedic market: innovative, advanced and mature products
  • Market drivers: innovative surgeons, follower surgeons and conservative surgeons
  • Market limiters: regulatory & certification, details, impact on the market
  • Market limiter: reimbursement, a worldwide pricing regulation detailed for the USA, Germany, UK, Sweden, Italy, Belgium, Switzerland and France - Date of
  • launch, Classification system and targets
  • Market limiter: MDR (Medical Device Regulation): impact in Europe for implants and for instruments
  • Market limiter: MDR: New deadline for Class III products fixed in December 2027
  • Market limiter: Hip ASP erosion 2012-2024 in developed countries, USA, Australia, Japan & Europe
  • Market limiter: Knee ASP erosion 2012-2024 in developed countries, USA, Australia, Japan & Europe

2. Orthopedic & spine market by region & forecasts

  • Forecast Price for hip & knee 2024-2030: USA, Australia, Japan, Europe
  • Drivers & limiters for Orthopedic products: matrix summarizing (volume, price) x (driver, argument, past impact & future impact)
  • Worldwide implants market in 2024 in value by region (US$Bn): knee, hip & spine - USA, Europe & ROW
  • Worldwide implants market in 2024 in value by region (US$Bn): trauma, shoulder & extremities - USA, Europe & ROW
  • Hip & Knee by region (US$Bn): USA, Europe, Japan, Australia, South Korea & ROW
  • Hip & knee ratio for 10,000 inhabitants, USA, Europe, South Korea, Australia, Japan, China & ROW. Growth by area for hip & knee CAGR 2024-2030
  • Spine & trauma by region in 2024 (US$Bn): USA, Europe, South Korea, Australia, Japan - Rest Of the World
  • Spine procedures: fusion (trauma, deformation, degenerative), non-fusion (spine dynamic) & vertebroplasty-kyphoplasty
  • Shoulder & Extremities by region (US$Bn): USA, Europe, Japan, Australia, South Korea & ROW
  • The life cycle of orthopedic products: growth forecasts by 2024-2030 for hip, knee, spine, trauma & extremities
  • Worldwide orthopedic market in 2024 and forecasts 2024-2030 for hip, knee, spine, trauma, shoulder, extremities, orthobiologics and other

3. Player strategies: competitive landscape, players’ ranking & dispersion

  • Three types of Challengers compete with the Majors: Challengers type 1 (country leader) / Challengers type 2 (country player) / Challengers type 3 (local vendors)
  • Hip, knee & shoulder challengers growth: Corin, Medacta, Enovis and FX Solutions revenues
  • Spine & Orthobiologics challengers are grabbing market share from the Majors and emerging as top players: Globus, Alphatec Spine, Depuy “Spine & other”
  • and Bonesupport revenues
  • Challengers have continuously gained market share except in 2020 due to Covid impact: challengers market shares collapsed for hip, knee, spine, trauma &
  • total ortho
  • Table of Contents: Orthopedic industry strategic report 2025-2030: Hip, Knee, Spine, Trauma, Shoulder, Extremities & Orthobiologics - Profile of 200 key players
  • Published June 2026 - 4th Edition
  • Challengers have continuously gained market share except in 2020 due to Covid impact: challengers market shares evolution from 2018 to 2025 for hip, knee,
  • spine, trauma & total ortho
  • Majors vs. Challengers: Majors saved their margins while Challengers got the growth, position of each players in terms of market shares and ortho & spine
  • revenues growth from 2019 to 2025
  • 2019-2024: Stryker is the only Major that has been growing at 6.5% per year since 2019. Globus merged with Nuvasive. The other Majors experienced slower
  • growth or decline. Taken together, the challengers experienced moderate growth, but many of them have achieved double-digit growth.
  • Reasons why Challengers are growing faster than Majors
  • The hip implant market is highly concentrated, with the 4 majors : ranking & dispersion: Top 4 / Top 5-10 / Other
  • The knee implant market is highly concentrated, with the 4 majors : ranking & dispersion : Top 4 / Top 5-10 / Other
  • The spine implant market is highly concentrated, with the 4 majors : ranking & dispersion : Top 4 / Top 5-10 / Other
  • The Trauma implant market is highly concentrated, with the 4 majors : ranking & dispersion: Top 5 / Top 6-10 / Other
  • The shoulder implant market is highly concentrated, with the 4 majors : ranking & dispersion : Top 5 / Top 6-10 / Other
  • The extremities implant market is moderately concentrated, the 4 leaders : ranking & dispersion : Top 4 / Top 5-10 / Other
  • The Orthobiologics market is moderately concentrated, the 4 leaders : ranking & dispersion : Top 4 / Top 5-10 / Other

4. Innovations & new technologies in orthopedics

  • History of disruptive innovations: ceramics, hip dual mobility cup, short stem, anterior approach surgery, 3D printing for hips, cementless products, robotics,
  • specific ceramic parts for the knee, reversed for shoulder, disk, 3D printing cages for spine
  • Market drivers: orthopedics is generally risk-averse with few disruptive innovations, often coming from small players, but many small incremental
  • innovations.
  • For Alphatec Spine 82% of revenues are driven by New Products
  • Smith & Nephew: average new products launched per year
  • Innovation level comparison between Smith & Nephew and Alphatec Spine

Orthopedic robotics

  • Orthopedic robotic market: MAKO from Stryker, ROSA from Zimmer Biomet, Navio of Smith & Nephew, Mazor from Medtronic and Velys from Depuy robotic
  • systems Omni robotic from OMNIlife science, Apollo from Corin, Tinavi…
  • Navigation Vs robotic assisted surgery comparison: tools description, features, end-user price, easy to use, pro & cons
  • Stryker with Mako’s acquisition boosted the orthopedic robotic market and have a huge impact on instruments market
  • Orthopedic robotics surgeries: Stryker open the mass market, Smith & Nephew, Zimmer Biomet, Depuy and many others have followed
  • New generations of Mako for shoulder and spine surgery launched & Stryker Mako installed base machines 2017-2025 for hip & knee
  • New generations of Rosa for shoulder surgery launched & Zimmer Biomet Rosa installed base machines 2017-2025 for hip & knee
  • New generations of Cori pre-operative planning and modelling which allows image-free and image-based planning launched in 2024 & Smith & Nephew
  • Navio & Cori installed base machines 2020-2025 for hip & knee
  • New generations of Velys for spine surgery launched i& Depuy Synthes Velys installed base machines 2021-2025 for hip & knee
  • Robotic orthopedic system benchmark: there are several families of orthopedic robots, handheld or with a robotic arm. Mako, Rosa and Velys have chosen
  • the robotic arm, while Cori is handheld. Another variant is the need for a CT Scan or not (Imageless); only Mako uses a CT Scan. Finally, the use of cutting
  • guides is eliminated for Mako and Velys, who operate direct cuts by the robot, while Cori uses several cutting guides and Rosa only for tibial cuts.
  • Mako, Rosa, Velys and Cori benchmark by operating cost and acquisition cost
  • Product benchmarking: Mako is the robot with the most extensive clinical track record, but the acquisition cost is high.
  • Australia was always a pioneer in the use of innovations in orthopedics. Germany and Japan will be the fastest-growing markets. In France, the robotized
  • knee ratio lags far behind. Australian, Japanese, German, Italian, UK and French knee surgeries performed with robotics (in K units) 2020-2030
  • Robotic-assisted surgeries outside the US: Between 2025 and 2030, the number of robotic knee operations outside the USA forecasts. Germany and the UK
  • will lead the way in Europe in terms of volume. Outside US knee surgeries performed with robotics (in K units) 2020-2030: Australia, Japan, Germany, Italy,
  • UK, France, Rest of Europe & Rest of the World

3D Printing

  • 3D Printing in Orthopedics: Zimmer opened up this market with Trabecular Tantalum then Lima (Enovis) & Adler, Italian-based companies, started mass
  • market sales
  • Story of Zimmer and Trabecular Tantalum 1997-2025
  • Zimmer Trabecular metal product portfolio: Patellar knee implant, femoral et tibial cone augments, acetabular revision system, acetabular cup, reversed
  • shoulder system, shoulder glenoid part, knee tibial plate, primary hip stem
  • Metal 3D Printing: technologies and major players, EOS, Arcam, SLM Solutions, Concept Laser, other players by raw materials used and technologies
  • Number of Arcam EBM installed base for orthopedic industry at Enovis 2007-2025 and % of hip cups and shoulder glenoid made by 3D printing machines
  • Number of EBM installed base at AK MEDICAL & Implantcast
  • Illustrative build-up speed and resolution of selected Metal 3D Printing systems: EBM Vs Selective Laser Melting (SLM) comparison between maximum build
  • up speed in cm3/h and resolution
  • Smith & Nephew uses 3D Printing: 20 EOS M290 for metal and 3 for plastic to produce hip cup & customized cutting blocks to manufacture customized
  • cutting blocks and hip revision cup
  • Table of Contents: Orthopedic industry strategic report 2025-2030: Hip, Knee, Spine, Trauma, Shoulder, Extremities & Orthobiologics - Profile of 200 key players
  • Published June 2026 - 4th Edition
  • Stryker has announced massive investments in 3D Printing, In 2016, a US$400 Million plan to build a 3D printing manufacturing facility in Cork, Ireland was
  • released. Today, many of Stryker's products are made by 3D printing
  • Current Stryker products made by 3D Printing: knee tibial plate, patellar knee implant, knee augment, cages, other
  • Depuy Spine uses 3D Printing for prototyping complex surgical tools and announced investments in 3D printing
  • DePuy Synthes has acquired 3D printing technology from Tissue Regeneration Systems
  • DePuy Synthes Launched 3D Printed Titanium Facial Reconstruction Implants in US
  • XILLOC for Cranio-Maxillofacial applications using PEEK and titanium alloys
  • 3D printing machine suppliers for orthopedics, installed : EOS, ARCAM, CONCEPT LASER, SLM Solutions, 3D Systems and their customers. Number of installed
  • base machines per machine manufacturer
  • Addressable market should increase with lower 3D Printing cost: cost and complexity curve linked with addressable market
  • 3D Printing is attractive for reconstructive implants to accelerate and improve osteo-integration.
  • Number of implants produced using 3D Printing: Stryker , Zimmer Biomet, Enovis, Advita, Adler Ortho, etc.
  • FDA clearance for medical devices using 3D Printing in USA
  • 3D Printing has reached the mass market for a few key products: hip cups, tibial knee, spine cages, shoulder glenoid and several trauma have switched to 3D
  • Printing
  • 3D Printing today has a slight impact on the forging, casting & machining of implants. Our research shows that Stryker and challengers are most advanced in
  • the use of 3D printing, particularly for hip cups, tibial knee plates and spinal cages. % of implants produced using 3D printing worldwide:
  • 3D printing cages are gaining in market share over Peek and Titanium cages.
  • 3D Printing and impact on the forging, casting & machining of hip cups
  • Hip: manufacturing process and raw materials, 3D printing is not a threat to the forging of hip stems
  • Knee: manufacturing process and raw materials: 3D printing is not a threat to the forging of tibial plates
  • Cages for spine surgeries in the five main European countries
  • Is 3D Printing the right option for the implant Contract Manufacturing business? Analysis of different products & players for reconstructive implants, standard
  • cages, special cages and customized implants - Benefits / Drivers & Limiters for each products
  • Is 3D Printing the right option for the instruments Contract Manufacturing business? Analysis of different products & players for customized cutting guides
  • and complex instruments: Lincotek 3D Printing activity details
  • Most large contract manufacturers are investing in 3D printing and, after an initial learning curve, are moving into the scale-up phase.
  • The most manufactured orthopedic products by 3D Printing
  • Standard manufacturing process Vs 3D Printing process: cost comparison for hip cup, knee tibial, spine cages and shoulder glenoid
  • Trend of the installed bases of the main machine suppliers: the number of 3D Printing machines used in orthopedics 2015-2025
  • 3D Printing In-house & Contract Manufacturing market 2015-2030 by hip cup, knee tibial plate, shoulder glenoid, spine cage, other parts: in value

REACH & impact on Co-Cr

  • EU Regulation 2017/745 says that a CMR substance
  • Cobalt-Chrome is used today in 6 major orthopedic products: femoral knee, dual mobility liner, hip and shoulder heads, bipolar cups and tibial knee plates.
  • The use of Co-Cr varies depending on the geographical area. REACH regulation: ban on Co-Cr for implants?
  • REACH regulation: no ban on Co-Cr for implants is expected,, Co-Cr implants have to be CMR-labeled, which will not have a major impact on Co-Cr use. Co-Cr
  • will continue to be used for implants that have been manufactured for several decades and have a very long track-record. Only new hip product development
  • projects will be affected. Co-Cr hip implants will be flat or slightly down.
  • Co-Cr has been used for decades for friction parts in implants
  • Oxinium Hip & Knee is a breakthrough bearing solution comparable to ceramic bearings.
  • Anti-allergic solutions against nickel, cobalt, etc. have been developed for several decades

Orthobiologics

  • Use of antibiotics for orthopedic cements: need for cements with new antibiotics
  • Cement price / mix: mix effect offsetting small price erosion that is common in the orthopedic industry
  • Synthetic or natural bone substitutes, allografts, growth factors, Demineralized Bone Matrix (DBM), xenografts, autografts segmentation
  • Main bone grafts on the market: injectables and antibiotics are the main drivers: injectable & non-injectable

Inflation impact

  • Impact of inflation on the end-user market and on contract manufacturing: Majors OEMs & Majors CMOs quotes
  • FX rate variation
  • Impact of exchange rate fluctuations on the major orthopedic companies

Tariffs impact

  • Impact of Tariffs on OEMs and CMOs
  • Table of Contents: Orthopedic industry strategic report 2025-2030: Hip, Knee, Spine, Trauma, Shoulder, Extremities & Orthobiologics - Profile of 200 key players
  • Published June 2026 - 4th Edition

Single use

  • Single-use trend: the introduction of single-use starts with the less expensive cutting tools: drills, taps, burrs, pins, sawblades, rasps & acetabular reamers
  • Single use in the USA & Europe: trauma and extremities are the largest consumers of single-use cutting tools and disposable kits - % of single use USA and
  • Europe 2018-2026
  • Cutting tools: 3D printing's contribution is to lighten and reduce the number of parts and generate cost savings

Ambulatory Surgery Center - ASC in the USA

  • Ambulatory Surgery Center - ASC in the USA, expected to skyrocket for hip, knee, spine and trauma non-complex surgeries!

5. Player profiles:

  • 6 Majors
  • Players: US$100M -> US$1B
  • Players: US$40M -> US$100M
  • Players: US$20M -> US$40M
  • Players: US$10M -> US$20M
  • Conclusions, Executive summary
  • Appendices