DR industry transformation - 2000 clubs are not a dream

With the advancement of technology and rapid development of the society and the open environment and policies in China, there has been a wave of entrepreneurship, especially in the Internet and artificial intelligence industries that are now normalizing. Research in professional organizations According to the data, the average life span of domestic startup companies is 2.5 years. Most of them are short-lived and disappear in the historical torrent. However, in the atmosphere of “man-made innovation, popular entrepreneurship”, the people with lofty ideals who are passionate about it have succeeded. The ability to survive and develop well is simply rare.

At present, we see more unicorn enterprises in the Internet industry such as 'BATJ' (Baidu, Alibaba, Tencent, Jingdong). Similar companies have not yet emerged in the industry, especially in the manufacturing industry, and they are manufactured with the development of society. The pattern of industry is slowly changing; Take medical care that people are now more concerned about. health Industry, is also gradually forming a situation of several male hegemony, such as the domestic Union, Mindray, Open and so on.

For the sub-sectors in the medical industry, the DR industry, there are about 150 brands in the eight years from 2010 to 2018. If we carefully analyze these brands, we will find that most of them are The enterprises that are part of the assembly and registration system do not have the core R&D capabilities at all; in addition, as the past few years have been a period of great popularity in China's medical digitalization, DR medical instruments In the medium-end, high-end equipment, the value of the product is high. Even if the sales volume is small, it can barely maintain the business, resulting in these brands can survive. From the sales data of the DR industry for three consecutive years from 2015 to 2017, The sales volume of DR products is becoming more and more concentrated and the total volume is increasing. It basically belongs to Hello, I'm OK, Everybody's good class is evenly distributed to today's oligopoly, indicating that the industry structure is changing.

Figure 1: Sales for the DR industry for three consecutive years

The above chart shows that the DR industry has exceeded one thousand enterprise Only a handful of data are available. At the same time, there are statistics showing that the homogenization of products is serious in this subdivided area. In addition to the government's implementation of the digitization process and hierarchical diagnosis and treatment policies for primary medical institutions, the entire industry is basically trapped in a situation of price melee.

The stratification of the industry is becoming more and more obvious. Most of the companies that break through a thousand-year-old company have core technologies in components or complete machines, and products have corresponding technologies or application innovations; level hospital The strong support of capacity building will also result in blowout-type outbreaks of DR products in government procurement and retail. In this environment, DR manufacturers will be able to sell 2,000 units annually, and the impact will enter 2,000 manufacturers. (Hereinafter referred to as 2,000 Taiwan Clubs) It must be a powerful and technologically-skilled company that has undergone severe market tests. The formation of 2,000-unit clubs will surely result in a reshuffling of the DR industry. A few manufacturers will be in the club. Naturally, it has become a brand with strong influence in the industry, and those companies that have relied on the assembly and registration system will surely die out. This will prompt the DR industry to turn from relying on quantity to quality and quantity. Is an inevitable trend of industry transformation.

The '2000 Taiwan Club' will be an important turning point in the transformation of the DR industry. The future DR industry will also break the curse of 'Made in China'. We look forward to the leap of the DR industry from China to China.