Core Insights - The article discusses the emerging opportunities in the intraoperative MRI (iMRI) market, particularly highlighting the advancements made by domestic companies like Zhongjia Health and Yiying Medical in the context of increasing competition and market demand [1][10]. Market Overview - The global market for intraoperative MRI devices is projected to reach $1.22 billion by 2025, with a compound annual growth rate (CAGR) of 8.5%, and expected to grow to $2.77 billion by 2035 [1]. - The Asia-Pacific region, including China, is anticipated to grow at the fastest rate of 8.6% CAGR, driven by price advantages from centralized procurement, increased penetration of minimally invasive surgeries, and rapid advancements in AI technology [1]. Technological Advancements - iMRI integrates MRI imaging technology with surgical procedures, providing real-time, high-resolution images of the surgical area, which enhances surgical precision and decision-making [2]. - iMRI has shown significant clinical advantages in neurosurgery, improving the complete resection rate of brain tumors from 54.39% to 83.34% [3]. Competitive Landscape - Companies like Cook Medical and Siemens Healthineers are actively investing in iMRI technology, with Cook Medical establishing a dedicated division for interventional MRI with an initial investment of $230 million [3][4]. - Siemens has already formed partnerships to commercialize MRI-guided treatments, indicating a mature strategy in the iMRI space [4]. Challenges in Adoption - The high cost of iMRI systems and the complexity of required infrastructure hinder widespread adoption in domestic hospitals, with only 350 units installed in China as of 2023 [6]. - The construction of an iMRI-compatible surgical environment can cost between 30 million to 90 million yuan, depending on the specifications [6]. Future Prospects - The integration of AI technologies, such as GE's Sonic DL algorithm, is expected to enhance the functionality of iMRI, potentially expanding its application in various clinical scenarios [8]. - Companies need to establish a comprehensive supply chain and identify optimal clinical applications to maximize the value of iMRI technology [10].
这个被垄断20年的高端设备赛道,国产即将大爆发?