Industry Trend Report｜Inventory of domestic and foreign companies, where are the business opportunities for meta-universe medical applications?

Overseas manufacturers are developing both surgical and online digital therapies.

Based on the list of FDA-approved VR/AR medical devices (Table 1 for details), there are several current directions:

• As the earliest FDA-approved medical AR medical device, Microsoft's penetrating head-mounted display, HoloLens, has taken the lead in surgical operations through SLAM 3D positioning technology, and extensive cooperation with surgical medical device manufacturers, medical units, academic units and governmental units to build ecosystems, including surgical device manufacturers Stryker, Zimmer, Johnson & Johnson and radiology imaging equipment manufacturer Siemens have adopted Microsoft HoloLens as a 3D assistive device for surgical operations. The company has already achieved a leading position in surgical procedures, including surgical material manufacturers Stryker, Zimmer, Johnson & Johnson and radiology imaging equipment manufacturer Siemens have adopted Microsoft HoloLens as a 3D assistive device for surgical procedures. Microsoft's business direction in the meta-universe has shifted from an early focus on consumers to enterprise users in the medical and manufacturing industries, and the recent closure of Microsoft's HelathVault personal healthcare service can already be seen in the direction of the strategy towards enterprise users and the degree of acceptance.
• Companies using head-mounted displays (mostly using Meta Oculus) mostly use VR technology to conduct chronic rehabilitation therapy using game therapy, the more famous companies include XRhealth and Pear Therapeutics, and more recently there is Applied VR applied to chronic lower back pain relief product RelieVR, this field manufacturers are gradually branching out. This field is gradually branching out into digital therapies (Dx) and acquiring the status of medical prescriptions. These companies are cooperating with virtual hospitals in Israel, Arabia, the United Kingdom, and the United States to provide online virtual integrated healthcare.
• Pre-operative planning simulation and intra-operative navigation have been marketed in hard tissue (orthopedics and dentistry), and have recently been extended to laparoscopy, neurosurgery, craniomaxillofacial surgery, cardiac surgery, and the medical aesthetic industry.
• Surgical robotics and radiology equipment manufacturers have also chosen to invest in surgical navigation and positioning technologies. For example, surgical equipment manufacturer Medtronic has chosen to partner with Surgical Theatre to develop SyncAR, a VR surgical simulation system for use with its own machines, and Zimmer Biomet has acquired OptiVu Mixed Reality. Siemens develops Cinematic Rendering system for advanced radiotherapy positioning. Philips announced the expansion of its AR surgical navigation ClarifEye pilot at the end of 2021.

台廠佈局以AR硬體為優先，外科手術導航成果漸露

台廠元宇宙+醫療廠商約30～40家，以頭戴式顯示器硬體生產領頭，穿透式AR及非穿透式VR頭戴式顯示器的廠技術成熟。宏達電VR眼鏡全球佈局領先，專利佈局及醫療領域持續深耕，與醫療產業的落地合作亦廣泛深入。佐臻AR頭戴式顯示器掌握代工技術及感測物聯網專利技術，目前亦與台灣醫療界合作練兵，受惠疫情的遠距設備需求，今年上半年表現亮眼，未來將可迎接量產（表一）。

表一、醫療用元宇宙相關硬體技術

智璞產業趨勢研究所製表

智慧醫療加持手術導航商品取證表現亮眼

手術導航結合手術機器人，結合國內內視鏡外銷醫材廠商及機電領域優勢，已有多項商品取證（表二），其中包含腦部手術軟組織，相較骨科硬組織對位更難，成果表現亮眼。

表二、醫療用元宇宙相關外科手術導航

智璞產業趨勢研究所 製表

疾病篩檢新創備受期待

復健商品部分僅一家進入取證階段及醫療通路階段，其餘尚處實驗階段，其中包含國內手遊大廠鈊象電子（表三）。疾病篩檢商品多針對利基型市場（表四），取證企圖明顯，醫療人員開發的新創技術值得持續觀察。

表三、醫療用元宇宙復健治療廠商

智璞產業趨勢研究所 製表

表四、醫療用元宇宙疾病篩檢新創廠商

智璞產業趨勢研究所 製表

台灣發展元宇宙+醫療市場，佔有醫療及硬體代工上的先天優勢，加上國內外銷骨水泥等醫材的廠商很多，因此在外科手術領域目前發展不錯。互動型的軟體為台廠傳統上的軟肋，發展需要與病人或醫護人員直接溝通的互動型軟體，在相關上市及商業化運作模式，如臨床試驗、醫材取證及專業團隊線上整合服務及生態系營建，相較於XRHealth 與Pear Therapeutics 或中國已取證的數位療法廠商（如：凝動醫療、視景醫療、頤康醫療等）尚有一段落差，為台廠在元宇宙+醫療巨大藍海中需補上的一環。

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