2024年中国医疗传感器行业概览：进口依赖亟待破局，智能化与MEMS传感器成为医疗新宠（摘要版）

Investment Rating - The report indicates a positive outlook for the China medical sensor industry, highlighting significant growth potential and opportunities for domestic replacement of imports [3][4]. Core Insights - The China medical sensor industry is characterized by low state-owned enterprise (SOE) participation and high reliance on imports, suggesting substantial potential for domestic alternatives [5]. - The trend towards smart sensors and MEMS (Micro-Electro-Mechanical Systems) sensors is expected to drive the development of the medical sensor industry, with increasing applications in medical devices [6]. - The global sensor market is projected to reach $332.8 billion by 2025, with an annual growth rate of 11%, while the Chinese sensor market is expected to exceed 380 billion yuan by 2023 [4]. Summary by Sections Industry Overview - The medical sensor industry transforms physiological information into electrical signals, representing a specific application branch of sensors in healthcare [3]. - The report emphasizes the historical development, industry chain, and regulatory policies affecting the current environment and future trends of the China medical sensor industry [3]. Market Growth - The Chinese medical sensor market has shown a significant upward trend, with a compound annual growth rate (CAGR) of approximately 24.10% from 2017 to 2022, and is expected to grow from 38.547 billion yuan to 90.008 billion yuan from 2023 to 2027 [8]. - The overall sensor market in China increased from 194.23 billion yuan to 338.46 billion yuan between 2018 and 2022, marking a growth of about 74% [8]. Import Dependency - Currently, the SOE participation in the sensor chip market in China is less than 10%, with only a few companies like GoerTek and AAC Technologies ranking among the top thirty global sensor manufacturers, and their medical sensor product share is relatively low [5]. Technological Trends - The demand for smart systems and IoT (Internet of Things) is driving the growth of the sensor market, with the smart sensor market in China projected to reach $23.9 billion by 2026 [6]. - MEMS sensors are becoming increasingly popular in the medical field due to their low cost, small size, and high precision, with the global MEMS sensor market expected to grow at a CAGR of 9% to reach $50 billion by 2027 [6]. Market Dynamics - The medical device market in China is growing rapidly, with a compound annual growth rate of 16.01% over the past five years, significantly outpacing the global average of 3.50% [9]. - The varying levels of domestic production in the medical device sector affect the bargaining power of medical sensors, with higher domestic production leading to stronger bargaining positions for downstream medical device manufacturers [9].