February_ Intelligent Wearable|Blood Glucose Testing Business Opportunity Re-emerges, Continuous Blood Glucose Monitor Becomes New Battlefield
If blood sugar is not properly controlled, long-term high blood sugar may cause heart disease, stroke, retinopathy, blindness, kidney failure, foot necrosis and further amputation, etc. Blood glucose management technology has taken a big leap forward, and a new era of blood glucose management with continuous glucose monitoring (CGM) is emerging! The continuous glucose monitoring device inserts a soft-needle sensor under the skin and records the user's blood glucose value every 5 or 15 minutes. The sensor can push the blood glucose value data to the smartphone, watch or tablet 24/7, and can continuously record blood glucose value readings for 7 to 14 days. The advantages of the device include elimination of the pain of repeated blood sampling from the fingertip, continuous and real-time monitoring of blood glucose trend analysis, and customized high and low glucose alerts and warnings, as well as sharing of blood glucose data for relatives and friends. The advantages of continuous glucose monitoring include eliminating the pain of repeated finger-tip blood sampling, continuous real-time monitoring of blood glucose trend analysis, personalized high and low glucose alerts and alarms, and sharing of blood glucose data to reassure friends and relatives. In addition, the continuous glucose monitor can also be synchronously linked with the compatible insulin pump (automatic insulin delivery system) to create an automated diabetes care system tailored for patients with severe diabetes, solving the need for patients with severe diabetes to carry insulin syringes and worry about their own glucose levels at any time, the time of insulin injections and adjusting the amount of injections, and so on, to set up the disturbance, and can effectively avoid hypoglycemia, hypoglycemia, and hypoglycemia, or the dosage of drugs, which can be caused by overdose of medicine. It can effectively avoid hypoglycemia caused by overdose of medication or the risk of hyperglycemia caused by insufficient dosage. Continuous glucose monitoring device enables users to have more stable blood glucose control, uncover unstable diets and potential risks, and realize automated blood glucose management and diabetes care.
連續性血糖監測儀年成長率高達21.8%Market Size10Year after year growth5.9times (multiplier)
根據Polaris Market Research報告,2023 年全球連續血糖監測儀市場規模約為92.7億美元,預估到2032 年可成長約5.9倍,達到547.3億美元,年複合成長率為 21.8%,目前連續血糖監測儀用戶多集中在具醫療保險支付的歐美、日澳等國,國際三大廠亞培(Abbott)、德康(Dexcom)和美敦力(Medtronic)更是以超高市佔率囊括全球9成以上市場,其中亞培連續血糖監測儀FreeStyle Libre系列在2023年更是創下高達53億美元的銷售佳績,僅第4季度就成長24%。從連續性血糖監測儀新品迭代的升級趨勢來看,新一代連續性血糖監測儀具備高準確度,以輕薄小、一次性拋棄使用感測器,增強用戶生活便利性; 佩戴和追蹤天數加長,廠牌不同可紀錄7至14天或更長時間,來降低使用成本,以及即時數據警示、警報或趨勢分析,進行精準決策等優勢。而連續血糖監測儀的成長動能則來自於適用人群持續擴張、連續血糖監測儀價格逐漸親民,以及各國政府搭配醫療保險制定的糖尿病患者補助方案等。在適用人群擴張方面,使用趨勢也正從1型糖尿病市場向廣泛的2型糖尿病市場擴張,再到亞健康消費人群市場,目前連續血糖監測儀核准主要用戶族群為1型糖尿病患者、使用強化劑量胰島素或經歷反覆或嚴重低血糖的2型糖尿病患者,或妊娠糖尿病患者,並逐步擴展到如胰臟切除術後所致的特殊型糖尿病患者、未使用胰島素但有低血糖的2型糖尿病患者,或未使用胰島素治療的2型糖尿病患者,以及血糖值震盪劇烈者,或糖尿病前期患者等,透過監測血糖搭配追踪飲食、藥物與運動對人體的影響外,也擴增監測用戶自身對酮、乳酸和酒精等代謝功能,來提供更多有效的控糖解决方案。在價格方面,受惠於國際大廠搶市佔的價格戰,目前台灣連續血糖監測儀每月費用約為4.4千元台幣(參考亞培FreeStyle Libre 2定價為例),相較指尖採血血糖儀每月費用約2千多元台幣已逐步接近中,在政策保險補助範圍方面,如美國Medicare覆蓋2型糖尿病使用基礎劑量胰島素治療患者,以及不使用胰島素但有低血糖事件患者,在台灣健保支付方面則可用於第2型糖尿病孕婦,或妊娠糖尿病且使用胰島素注射者,以及放寬第1型糖尿病改為每月補助等優惠,受惠於三大成長動能的加持下,連續血糖監測儀市場正逐漸擴大中。
台廠搶攻連續性血糖監測儀商機不遺餘力,步步緊逼尋求突破
隨著連續血糖監測儀成為許多糖尿病患者監測和治療中更不可或缺的一環,正吸引著相關醫療器材科技公司搶進該領域,近年連續血糖監測市場已成為兵家必爭之地,並加速開發更符合用戶期待的新整合系統,來吸引更廣泛的潛在血糖管理用戶。台廠傳統血糖機廠商也由於技術普及、競爭者多,產品步入成熟期等因素,早在7-8年前就開始進行研發佈局,轉戰具高技術含量且高毛利的連續血糖監測儀戰地,連續血糖監測儀在國際大廠嚴密的專利布陣下,的確不好做,目前已有華廣率先在台灣取證成功,五鼎則是協助義大利客戶代工開發加護病房專用的連續血糖監測儀,泰博則正在進行臨床試驗及效能優化,目標完成臨床試驗並在台取證,期待台廠在高階創新醫材下一城,再殺出一條血糖之路,相信搶下連續血糖監測儀商機大餅指日可待。
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