market microsystems and biomems for healthcare applications: opportunities and challenges...

31
From Technologies to Market Microsystems and bioMEMS for healthcare applications: opportunities and challenges Sébastien Clerc Yole Développement [email protected] Health Business Connect Conference 2016 © April 2016

Upload: yole-developpement

Post on 14-Apr-2017

304 views

Category:

Technology


0 download

TRANSCRIPT

From Technologies to Market

Microsystems and bioMEMS for healthcare

applications: opportunities and

challenges

Sébastien ClercYole Développement

[email protected]

Health Business Connect Conference 2016© April 2016

2

PRESENTATION OUTLOOK

25 + 5 mins

• Yole Développement Introduction

• bioMEMS: introduction

• New devices create new opportunities: the example of MEMS microphones

• The rise of consumer healthcare

• Q&A

©2016 | www.yole.fr | Health Business Connect Conference 2016

Yole Développement

Market, technology and strategy consulting

©2016 | www.yole.fr | Health Business Connect Conference 2016

4

MEMS &

Sensors

LED

Compound

Semi.

Imaging Photonics

MedTech

Manufacturing

Advanced Packaging

Batteries / Energy

Management

Power

Electronics

FIELDS OF EXPERTISE

Yole Développement’s 30 analysts operate in the following areas

©2016 | www.yole.fr | Health Business Connect Conference 2016

5

OUR GLOBAL ACTIVITY

©2016 | www.yole.fr | Health Business Connect Conference 2016

6

YOLE ACTIVITES

©2016 | www.yole.fr | Health Business Connect Conference 2016

Microsystems and bioMEMSfor healthcare applications:

opportunities and challenges

©2016 | www.yole.fr | Health Business Connect Conference 2016

8

HEALTHCARE TRANSFORMATION IN A CHANGING WORLD

Many pieces have changed in the

healthcare environment

puzzle

©2016 | www.yole.fr | Health Business Connect Conference 2016

Aging of the population

Improvements in biology and diagnosis

Globalizationof the market

Pressure on cost, efficiency and safety

Common diseases already treated

Patients well informed & active

Rise of generic drugs

Lack ofPhysicians

Emergence of wearable devices

Microtechnologies help the healthcare industry address a changing world

9

HEALTHCARE TRANSFORMATION IN A CHANGING WORLD

Historical markets are evolving

©2016 | www.yole.fr | Health Business Connect Conference 2016

IVD

Home CareMedical

Respiratory Monitoring

Oxygen Concentrators

Capnographs

Ventilator and Anesthesia

Infusion devices

Surgery , Imaging,

Camera Pills

Cardiac Monitoring

Personalized Medicine

Theranostics

Point of Care

Telecare

Kidney Dialysis

Hearing Aids

Dispensing

Pharmaceutical Research

Industrial and Environmental Testing

Analytical Devices

Activity Monitoring

Safety

Comfort

Patient Monitoring

Wearables

10

MICRO-SYSTEMS USED IN HEALTHCARE APPLICATIONS

Healthcare applications use a

wide range of sensors

©2016 | www.yole.fr | Health Business Connect Conference 2016

MEMS & SENSORS for Healthcare Applications

Microphones

Thermopiles

Gas sensors

Optical & Image sensors

Emerging MEMSGyroscopes

Accelerometers Microfluidic Devices Pressure sensors Flow sensors

Micropumps

Some sensors are used in machines for

healthcare applications…

11

MICRO-SYSTEMS USED IN HEALTHCARE APPLICATIONS

Healthcare applications use a

wide range of sensors

©2016 | www.yole.fr | Health Business Connect Conference 2016

MEMS & SENSORS for Healthcare Applications

Microphones

Thermopiles

Gas sensors

Optical & Image sensors

Emerging MEMSGyroscopes

Accelerometers Microfluidic Devices Pressure sensors Flow sensors

Micropumps

… and some sensors are implanted in

the human body

12

MICRO-SYSTEMS IMPACT IN HEALTHCARE

Many healthcare applications

are using bioMEMS

©2016 | www.yole.fr | Health Business Connect Conference 2016

Patient Monitoring

IVD

Testing

Medical Imaging

Patient

Care

Drug

Delivery

Pharmaceutical

Research

Microtechnologies find many applications in Healthcare

13

BIOMEMS VERSUS APPLICATIONS

©2016 | www.yole.fr | Health Business Connect Conference 2016

CardioMEMS stent includes a

MEMS pressure sensor

AD Instruments disposable blood

pressure transducer

OMRON’s blood pressure monitor

Inhalers

Sleep apnea / respiratory monitoring

14

BIOMEMS VERSUS APPLICATIONS

©2016 | www.yole.fr | Health Business Connect Conference 2016

CardioMEMS stent includes a

MEMS pressure sensor

AD Instruments disposable blood

pressure transducer

OMRON’s blood pressure monitor

Medtronic Micra – first

leadless pacemaker to be

FDA approved

Murata Ballistocardiography sensors

Inhalers

Sleep apnea / respiratory monitoringFall detection

Pacemakers

15

BIOMEMS VERSUS APPLICATIONS

©2016 | www.yole.fr | Health Business Connect Conference 2016

Posture monitoring (LumoBack) Rehabilitation gloves

(ATLAS)

Parkinson’s disease

tremor diminution

(GyroGlove)Back pain therapy (Hocoma’s Valedo®)

16

BIOMEMS VERSUS APPLICATIONS

©2016 | www.yole.fr | Health Business Connect Conference 2016

Posture monitoring (LumoBack) Rehabilitation gloves

(ATLAS)

Back pain therapy (Hocoma’s Valedo®)

Parkinson’s disease

tremor diminution

(GyroGlove)

Microreactors (Micronit) Molecular diagnostics (Biocartis IdyllaTM

disposable cartridge)

Lung-on-a-Chip

(Wyss Institute at Harvard University)

Single-cell isolation (alpha Cyto-Cartridge™

manifold by Sphere Fluidics)

NGS sample prep (Illumina

NeoPrep cartridge)

NGS (Life Technologies Ion Torrent

semiconductor sequencing chip)

17

BIOMEMS VERSUS APPLICATIONS

©2016 | www.yole.fr | Health Business Connect Conference 2016

Reusable

Single use, disposable

Disposable or reusable, depending on product

Market ApplicationPressure

SensorsAccelerometers Gyroscopes Microphones

Temperature

Sensors

Flow

Meters

Microfluidic

Chips

Microdispensers,

micropumpsElectrodes

Strain

Sensors

Gas

Sensors

Ventilators & Anesthesia X X X X

Kidney Dialysis X X X X

Surgery Robots X X X

Hearing Aids X

Cardiac Rhythm Management (CRM) X

Neuromodulation X X

Retinal Implants X

Exoskeletons X X X X

Infusion Devices X X

Inhalers X X

Smart pills X X X

Diagnostic Tests X X

Analytical Devices X X

Asthma diagnosis X X X

Electronic nose for disease detection X

Blood Monitoring X X X X

Respiratory Monitoring X X X X

Capnography X X X

Thermometry X

Home Care X X X X X X

Fall Detection X X

Sleep Monitoring X X

Posture Monitoring X X

Home Diagnostics X X X

Genomics X X

Proteomics X X

Drug discovery X X

Pharmaceutical

Research

Medical Devices and

Patient Care

MEMS & Microsystems

Drug Delivery

Patient monitoring

In-Vitro Diagnostics

18

MARKET DATA

BioMEMS market

BioMEMS will reach $7B in 2021,

the largest portion being

microfluidic chips (86% of the

market value)

©2016 | www.yole.fr | Health Business Connect Conference 2016

CAGR2015–2021= 18.4%

Emerging MEMS include: Gas sensors, Strain sensors, Electrodes

19

MARKET DATA

BioMEMS market

Flow meters and silicon

microphones will enjoy high double-digit

growth

©2016 | www.yole.fr | Health Business Connect Conference 2016

$29M

=>

$101M$2.26B

=>

$6.51B$92M

=>

$252M

$18M

=>

$34M$97M

=>

$169M$4.9M

=>

$8.3M$50M

=>

$67M

$169M

=>

$217M

$26M

=>

$33M

MEMS Microphones: illustration of new devices

enabling new opportunities

©2016 | www.yole.fr | Health Business Connect Conference 2016

Knowles MEMS

microphones

21

MEMS MICROPHONES

A young, moving field

©2016 | www.yole.fr | Health Business Connect Conference 2016

22

MEMS MICROPHONES

High penetration rate in hearing aids

MEMS microphones are integrated in the newly developed hearing aids and

replace ECM technology

ECM are still mostly used in hearing aids. In 2014 the hearing aids represented $8.3B (including cochlear implants), a13M units market with an average of 2 microphones per system. Thus, it enables great market opportunities for MEMSmicrophone manufacturers.

©2016 | www.yole.fr | Health Business Connect Conference 2016

23

MEMS MICROPHONES

Hearing aids: Opportunities

The market is growing very fast, but still

slower than the consumer market.

©2016 | www.yole.fr | Health Business Connect Conference 2016

• Cost pressure is less important than for consumer applications

• The technology is not different than for consumer

• MEMS penetration in this market is faster than expected

• MEMS enable new possibilities: more precision in directional hearing aids, speech

recognition and amplification…

24

MEMS MICROPHONES

Hearing aids: Challenges

This market is difficult to

access: very high quality is

required while volumes are still

low

©2016 | www.yole.fr | Health Business Connect Conference 2016

• Performance required by hearing aid manufacturers are higher than for consumer

applications

• The excellent dynamics of the consumer market makes the medical market appear static

and unrewarding

• Each hearing aid manufacturer has different requirements and wants a specific microphone

developed

• Low volumes lead to high ASP

• Medical devices take time to be approved

The rise of consumer healthcare

©2016 | www.yole.fr | Health Business Connect Conference 2016

26

MEMS LEADERS

BIOMEMS MARKET VS. CONSUMER MEMS

Production issues

MEMS top players are not very involved in bioMEMS: they

prefer high-volumes markets

©2016 | www.yole.fr | Health Business Connect Conference 2016

Consumer and

Automotive markets

Medical

market

27

MEMS LEADERS

BIOMEMS MARKET VS. CONSUMER MEMS

Production issues

Low production volumes in medical applications don’t allow to fill large

MEMS fabs

©2016 | www.yole.fr | Health Business Connect Conference 2016

Smaller MEMS

players

Very large production

capabilities

Limited production

capabilities

Mass markets

Niche markets

No interest: it

won’t fill the fab

Opportunities to fill the fab

with « high-end » components

Can’t address the

requested volumes

Low cost, low margins but

mass volumes to fill the fab

Why MEMS titans are not

much involved in bioMEMS

28

Consumer healthcare

New opportunities

Higher bioMEMS volumes, ASP

decrease, new growth factors

BIOMEMS MARKET VS. CONSUMER MEMS

The emergence of consumer healthcare

The emergence of consumer

healthcare will open high volumes

opportunities for bioMEMS

Huge electronics players are showing a growing interest in healthcare.The boundary between consumer and healthcare markets is blurring.

©2016 | www.yole.fr | Health Business Connect Conference 2016

bioMEMS

Low volumes, high ASP

Consumer applications,

mobile phones, smartphones,

wearables…

Electronics giants

Mobile care Home care

Huge players from electronics

are preparing to cross the gap

from consumer electronics to

consumer healthcare

29

CONSUMER HEALTHCARE

Opportunities and challenges of consumer healthcare

The success of this new market depends on how

the industry manages the challenges

©2016 | www.yole.fr | Health Business Connect Conference 2016

Sensor + systemAccurate sensing

Usable insights

Easy-to-use system

Standard technology

Non-invasive sensing

InteractionFollow customers

Platform/ConnectivityUbiquitous digital channels

Standard technology

DataAccessibility

Security

Data valorizationExtract value

Predictive action,

not reactive

Accurate analysis

Add valueApplications to

manage transitions

of care

PharmaceuticalAdd new technology

dimension to core

product

InsuranceRegulatory

& care

EthicsCollecting data is only

one step on the path

towards consumer

healthcare

30

SUMMARY AND CONCLUSION

• Healthcare is changing with social evolution and new technologies

• bioMEMS are increasingly used: new components, new applications

• Significant challenges along with great opportunities on niche markets

• Shift towards consumer healthcare is going to change the game with much higher volumes…

• … But not yet!Too many barriers are still preventing consumer healthcare to explode

©2016 | www.yole.fr | Health Business Connect Conference 2016

31

THANKS FOR YOUR ATTENTION!

Please take a look at our websites www.yole.fr and www.i-micronews.com

To get a complete copy of the presentation, please feel free to come to me for business cards exchange

BioMEMS: Microsystems for Healthcare ApplicationsReleased in Apr. 2016 – More info on www.i-micronews.com

270+ slides report

Some slides from this presentation have been taken from the following report:

©2016 | www.yole.fr | Health Business Connect Conference 2016