全球數位手術設備市場（2024-2029）

隨著可攜式和模組化設備以及人工智慧和機器學習等先進技術的興起，數位手術將經歷轉型成長

數位手術設備市場涵蓋人工智慧（AI）、機器人輔助系統、擴增實境（AR）、虛擬實境（VR）和術中影像等最尖端科技，這些技術徹底改變外科手術流程。這些工具可實現精確導航、即時資料分析和增強視覺化，提高準確性和患者治療效果。該市場還包括用於外科醫生培訓的模擬平台和用於個人化治療計劃的數位孿生。由於慢性病盛行率的上升、對微創手術的需求以及醫療技術的進步，預計該市場將經歷顯著成長。關鍵應用包括整形外科、神經外科和心血管外科，這些領域對精準度非常重要。

數位化手術透過減少併發症、加快復健時間和降低成本來應對全球醫療保健挑戰。它也提出了一些重要的考量，例如在倫理道德層面整合人工智慧、確保資料安全以及克服資源有限環境下的實施障礙。對於醫療保健專業人士、投資者和政策制定者而言，了解這個市場對於在快速發展的領域中保持領先地位、做出明智的決策以及為拯救生命的創新做出貢獻非常重要。忽視這個市場可能會錯失改善外科護理和適應以患者為中心的技術主導醫療保健未來的機會。

收益及預測

2024年銷售額將達到 121.3億美元，2024年至2029年的年複合成長率為 15.3%。

競爭激烈程度

• 原因：導航已成為神經外科的標準，但其他手術學科因設定不當而面臨手術時間延長的障礙。
• 此外，由於手術量決定了償付金額，醫療機構往往不願意在手術導引系統上進行大規模投資。在某些地區，大型醫療機構和城市中心也使用此類設備，而導航技術相對較新，這給其普及帶來了巨大的障礙。
• 隨著亞太地區多家國內公司以更實惠的價格推出手術機器人和手術導引設備，以挑戰市場領導，預計該地區將經歷強勁的兩位數成長，同時平均銷售價格（ASP）將下降。
• 由於中國擁有最多的人口，企業可能會考慮將資源配置到中國市場，例如 Intuitive Surgical 計劃到2025年投資約 1.031億美元在上海建立製造創新中心。

顛覆性技術

• 單孔機器人系統體積小巧，易於安裝在缺乏空間容納佔地面積較大的傳統機器人系統的醫療機構中。
• 這些系統佔地面積小，可提高移動性並可在多個手術室快速部署，提高平台利用率。
• Distalmotion DEXTER® 機器人手術系統是2024年在美國西北門診手術中心（ASC）部署的首個機器人平台。其模組化、可攜式設計可無縫整合到較小的手術室中，為子宮切除術和膽囊切除術提供腹腔鏡精度。
• Hole-in-One® 2.0 已被 Novarad 等多家公司採用，並在2024年在 ASC 機器人手術中的應用將會增加。手術業主希望這些耳機的3D 投影和手術指導能夠幫助診所使門診病人手術更易於管理且更經濟實惠。

創新經營模式

• 在機器人、人工智慧、擴增實境和 3D 列印等技術的推動下，數位化手術快速發展，需要創新的經營模式來應對不斷上升的成本、可及性挑戰以及向 ASC 等門診護理的轉變。
• 2024年，Intuitive Surgical 為美國ASC 試行了名義訂閱模式，涵蓋系統、維護和所有升級，降低了機器人輔助子宮切除術和前列腺切除術的門檻，並將門診採用率提高了 15%。
• 史賽克於2024年推出了一套名為「技術即服務」 （TaaS）的套裝，其中包含3D列印植入和AR導航工具。外科脊椎外科中心（ASC）只需固定費率即可獲得客製化植入、術中AR引導和外科醫生培訓。此模式支援複雜的門診脊椎手術，並將準備成本降低30%。

主要競爭對手

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

手術導航設備

• 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

手術規劃及訓練設備

• 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

促進因素

• 機器人手術的需求不斷增加，是因為機器人能夠克服微創手術（MIS）的局限性，即觸覺和觸覺的喪失，這對於手術精確度非常重要。
• 手術機器人能夠實現靈巧的運動，並能有效對抗生理性震顫，與剛性腹腔鏡手術器械相比，提高了可操作性。
• 隨著微創手術（MIS）需求的日益成長，手術導引系統變得非常重要。導航系統能夠提供即時引導、便捷配準，並透過與醫療記錄的整合來提高手術準確性。這項技術還能減輕醫護人員的工作量，並改善工作流程管理，這對於提高手術準確性非常重要。
• 受疫情影響，醫院面臨患者數量激增和診療延誤的問題，導致擇期手術被迫推遲，醫療保健格局改變。醫療保健服務從醫院轉向門診病人，推動了醫院和外科門診對手術導引系統的需求。
• 人工智慧整合、設備互聯、臨床決策支援以及穿戴式裝置等技術進步，推動手術導引系統的普及。這些創新透過提高手術精準度並減少因手術失誤導致的再入院和再次手術，應對不斷上漲的醫療成本。
• 各大科技公司對 VR、AR 和 MR 的投資將推動整個生態系統的發展，吸引更多興趣、使用者和機會。

成長阻礙因素

• VR、AR 和 MR 硬體和配件的成本相對較高，這是這些技術廣泛應用的主要障礙。
• 安裝、維護和操作機器人手術系統的高昂成本會增加手術成本。例如，據估計，使用手術機器人進行的手術比傳統的腹腔鏡手術貴3,000美元至6,000美元。
• 手術導航系統的安裝、維護和操作會增加手術成本：與傳統方法相比，採用手術導航的手術估計將額外花費 2,000 至 5,000 美元，所需的註冊點通常會使手術時間增加 30 至 45 分鐘。
• VR、AR 和 MR 內容有限（例如，Steam 平台上只有約 230 款 VR 遊戲），以及商業 AR/MR 應用的匱乏，阻礙了市場的成長。這種匱乏主要源自於應用開發高成本以及開發人員專業知識的匱乏。
• 外科醫生在手術過程中面臨快速反應的挑戰，因為大多數手術機器人在執行命令時都會面臨延遲問題。

目錄

調查範圍

成長環境：數位手術設備市場的轉型

• 為什麼成長變得越來越困難
• 策略要務
• 三大策略要務對數位手術設備產業的影響

數位手術設備市場生態系統

• 競爭環境
• 主要競爭對手

數位手術設備市場的成長動力

• 成長指標
• 成長動力
• 成長限制因素
• 預測考慮因素
• 收益預測
• 依產品分類的收益預測
• 收益預測分析
• 各地區收益預測
• 價格趨勢及預測分析
• 收益分配
• 收益佔有率分析
• 主要企業的競爭基準化分析
• 外科生態系中的關鍵問題和關鍵優先事項
• 影響數位化手術生態系統的醫療技術策略
• 重點治療領域的機會與發展前景
• 數位化手術 - 將其範圍擴大到非醫院最終用戶
• 2024年數位化外科手術展望

成長動力：RASD

• 成長指標
• 收益預測
• 依產品分類的收益預測
• 收益預測分析
• 各地區收益預測
• 價格趨勢及預測分析
• 區域預測分析
• 機器人在手術中不斷演變的作用
• RASD2024年里程碑
• RASD平台
• RASD 目標和應用
• 主要 RASD 公司的競爭基準基準化分析
• 與 RASD 市場領先的醫療技術公司進行併購
• RASD 的最新趨勢和進展
• 腔內手術日益受到關注
• RASD 的潛在挑戰者
• RASD 的未來展望

成長動力：手術導航設備

• 成長指標
• 收益預測
• 依產品分類的收益預測
• 各地區收益預測
• 價格趨勢及預測分析
• 區域預測分析
• 手術導引系統 - 應用
• 手術導航系統 - 競爭格局
• 主要企業的競爭基準基準化分析
• 手術計劃和導航的最新進展
• 2024年手術導航里程碑
• 與手術導航設備市場領先的醫療技術公司進行併購
• 手術導引的未來

成長動力：手術規劃與訓練設備

• 成長指標
• 收益預測
• 依產品分類的收益預測
• 收益預測分析
• 各地區收益預測
• 價格趨勢及預測分析
• 區域預測分析
• XR在醫療保健領域的應用
• 定義手術專用 XR 的價值
• 適用於特定手術的XR Drive
• XR 在醫師教育與訓練的應用
• XR在手術規劃上的應用
• 重點強化脊柱

數位手術設備市場的成長機會

• 成長機會 1：透過混合 RASD 改善結果
• 成長機會2：消除數位連線造成的延遲，實現遠端手術
• 成長機會3：資料整合
• 成長機會4：軟體即服務
• 成長機會5：可預測性和自動化

附錄與後續步驟

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