Medical Electronics: Philips Siemens is deeply rooted in the front / Hisense Haier

In urban hospitals, farmers can obtain consultations from doctors in the top three hospitals through the remote consultation system. The premise is that doctors can obtain case information of patients, and pass the accurate and consistent medical professional display and medical professional consultation process and network smooth transmission.

It is not the medical device giant that is doing these things, but the manufacturer of the original seller. The home appliance industry market is becoming saturated, competition is becoming more and more fierce, and profits are becoming thinner. Home appliance manufacturers have become a popular trend in the medical equipment industry. Philips, Siemens, domestic Haier, Hisense and other companies have been laying out the medical industry.

For these enterprises, medical electronics is showing the trend of informationization, digitization, networking, and portability. This has given electronic companies a chance to cross the border. Home appliance manufacturers have entered the “blue ocean” of medical electronics. However, Behind the medical complex of these home appliance giants, the reality is still very "skinny."

Home appliance enterprises collectively cross-border to do "medical"

The latest voice into the medical field is Hisense. In a written response to the reporters in Southern China, Hisense stated that Hisense’s goal is to “develop into a pillar industry within a decade”. In March 2014, Qingdao Hisense Medical Equipment Co., Ltd. was incorporated. The original intention of making such a move is to use the display technology and image processing technology that Hisense is good at, and to develop medical projects such as medical display devices, portable ultrasound devices, and medical image processing systems, with the assistance of Hisense's platform resources.

According to the insiders of Hisense Group, according to the group strategy, Hisense has entered the medical electronics industry more than ten years ago, set up a key medical laboratory, and engaged in the research and development and storage of related technologies such as medical diagnosis.

Home appliance companies have laid out the medical industry. As early as 2004, Haier invested 3 million wading in the pharmaceutical circulation industry and established Qingdao Haier Pharmaceutical Co., Ltd.; Haier medical refrigeration equipment has been developed for more than ten years. In 2012, TCL and private equity Haoran Capital jointly established a medical group. Medical electronics are lucrative compared to thinner home appliances. A brokerage analyst tracking the medical industry told Nandu that the gross profit margin of medical equipment is relatively high, up to 80%, and some profits related to medical display can reach about 40%.

The pace of transformation of foreign-funded electronics companies has taken off earlier. The relevant person in charge of Samsung Electronics told Nandu reporter that the company is very concerned about the development of the medical machinery industry. In the future, this is one of the company's “lifecare” business, and B2B and B2C businesses are likely to develop. Last year, Samsung acquired NeuroLogical, a specialized medical device company for computed tomography (CT) in the United States, and incorporated it as a subsidiary.

In addition, consumer electronics giants such as GE, Philips, and Siemens in the United States have rushed into the medical electronics market. Statistics from relevant research institutions show that the domestic market has reached 190 billion in 2013 and is expected to reach 340 billion in 2015. In the past three years, the domestic medical electronics industry market has maintained a high growth rate of 15%-20%.

"Blue Ocean" market competition is also very cruel

The advantage of TCL and Hisense is that the targeted cakes are also medical display devices and medical imaging equipment. Unlike them, Siemens, GE and Philips have been in the medical field for many years. Although they are both electronic companies, Siemens, GE and Philips have divided the market share of high-end medical devices in China by more than 70%. From the perspective of the overall market structure, in the current high-end market, imports account for more than 80%, domestically only 15%; in the low-end, domestic accounted for 1/2.

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