There are only two sentences on the website of the China Biological Forum that talk about the biochip market. These two colloquial dialogues express the public's doubts about the biochip market:
Hic2000: How about the biochip market?
Jiang0643: I also want to know, who can answer?
The global market is small, and corporate income is growing slowly.
How big is the global market? How big is the domestic market? What is the outlook? There are no public articles in the country to answer these questions. The domestic market is small, and people do not have a general understanding of the technology and application of biochips. The papers, reports and news on biochip technology are at your fingertips. In the past few years, the articles on investment hype can also find several masterpieces. But on the biochip market, there is still no feature article in China, nor a chip company or The consulting company has done meaningful market research; there have been companies that have done consumer surveys online, and few respondents.
I found the public data of three internationally renowned market research companies online, translated as follows:
On July 24, 2003, Research and Markets, an internationally renowned market research and data analysis company, published a 159-page report entitled "Market and Business of Biochips and Devices in the United States", which is priced at $998. The global biochip market is $1.1 billion and will grow at an average annual rate of 19.5%, reaching $2.7 billion in 2007.
At the end of 2003, an analysis released by Lehman Brothers pointed out that the global chip market is about 800 million US dollars.
On March 30, 2004, Frost & Sullivan, a large international consulting firm based in London, UK, published a $4,950 analysis of the global chip market: "Strategic Analysis of the World DNA Chip Market." According to the report, the global DNA biochip market is growing at an average annual rate of 6.7%. In 2003, the market value was 596 million US dollars, and in 2010 it will reach 937 million US dollars.
Compare the market size of the 2003 biochip market estimated by the three companies: Frost & Sullivan only considers the DNA chip market in the biochip market at $600 million; Lehman Brothers estimates it to be $800 million, Research and Markets estimates For $1.3 billion, we found that the estimated total global biochip market data for these three units is not far behind, at $8-1.3 billion, and their estimates reflect that the industry's objective market size should be within this range.
The Taiwan Biochip Association estimates that the market was US$220 million in 2003, with medical chip sales of US$65 million and research chip sales of US$155 million. The amount is low and it is estimated that the biochip instrument market is not included.
Affymetrix, the global biochip overlord with the goal of individualized medicine, continues to be the first in the global market this year. Many experts estimate that its market share is 1/3 to 1/2 of the world. If we know the market situation of Affymetrix, we know half of the world's markets. According to the information disclosed in Affymetrix's 2003 Annual Report, we can see some of the market performance of this hegemon.
Assuming market share As experts estimate, Affymetrix accounts for 1/2 to 1/3 of the global market. According to Affymetrix's turnover, the global market in 2003 was around $600-900 million. If zui's market growth rate in the past five years is maintained, the global market will grow twice in the next five years. By 2008, the global market will reach about 2 billion US dollars, and in 2010 it may increase to about 3 billion US dollars.
In the past five years, the total income of Affymetrix has only risen and doubled, but the net income and earnings per share have risen and fallen. In 2002, it almost lost money.
2003 was a turning point for Affymetrix, which achieved full-year profit*, with a total annual income of $300 million, a net income of $14 million, and a profit of $0.24 per share. This good performance is mainly due to the excellent performance of the Japanese market. Japan is the third largest market for Affymetrix, behind North America and Europe. All three markets are sold by Affymetrix itself. The markets in other regions are dealerships. For example, the Chinese market is represented by Hong Kong-based Gene Co., Ltd.
In 2003, Affymetrix introduced more than 20 new products to the market. In the market, sales of biochips and reagents were the same as in 2002, accounting for half of total sales, and sales of biochip instruments increased significantly.
California-based Agilent is the world's second-largest biochip operator, with a quarterly chip production of 20,000. Agilent is a large communications, electronics and life sciences company spanning 110 countries and territories, with revenues of $6 billion in the previous year and $6.1 billion in revenue last year. Since Agilent's main business is not a biochip, this part of the business is drowned out in many products and services, and even in its annual report, there is no mention of the biochip business.
Although this giant has not entered the biochip field for a long time, its popularity is not high, it is not a specialized biotechnology company, nor a specialized biochip company, but its small business also occupies the second position in the industry. It can be seen that the total scale of this industry is very small compared with other industries.
Although Agilent Technologies entered the Chinese market in 1977, its life sciences department entered the domestic market in the past two years, and its share in the domestic biochip market is small. Compared with its share in the global market, there is still a lot of difference. Different. However, the president of Life Science and Chemical Analysis Instruments at Agilent's head office will visit China this fall and will be on the domestic market. Agilent's total biochip solutions and customized services will have a proper share in the domestic market.
Research chip market segmentation small business segmentation small market
According to the market, biochips are divided into research chips and clinical test chips. Research chips are mainly supplied by research units or new drug research and development companies, which can process R&D data in a large amount, accounting for about 3/4 of the total number of chips in the world. In the early days, mainly model organism gene chips: humans, rats, mice, fruit flies, etc., the number of research chips in the agricultural field is rapidly increasing, such as barley, grapes, soybeans and rice, and many new research chips are now on the market. : Protein chip, tissue chip.
Among the domestic biochip companies, the gene company is a company that Zui introduced biochips to China. As early as 6 years ago, GeneChip invited the founders of spotting chips to lecture in several major cities, and introduced spotting instruments and scanners to domestic companies and research institutions that developed their own gene chips. In 2002, Affymetrix's gene chips, scanners and related reagents were sold in large quantities, and the market performance in 2003 increased significantly. Among all the products represented by Gene Company, the market growth rate of Affymetrix products ranks as *, and it is also the product that Zui Company attaches to the marketing of the gene company: an Affymetrix product promotion group is set up in the marketing department.
For foreign gene lings, many gene chips are more suitable for their own development than their own development. The agency company has a lower cost and a stable profit margin. The agent's Affymetrix products have a brand advantage. The marketing strategy of the gene company is also very successful. At the beginning, Jingtai specially purchased and introduced Affymetrix's complete instrument system to provide demonstrations for promotion and to provide technical services for customers who could not purchase such expensive instruments temporarily. Later, the service was very popular, with services and advocacy services on a large scale and on a large scale. At the same time, other units in China have also carried out Affy's chip services, which have produced good economic benefits and become a good business model.
In order to make the research expression spectrum chip become the daily research method of researchers, Shanghai Biochip has been implementing a low-price strategy and implemented two price reduction activities nationwide. Sales in 2003 were 2.2 million yuan, and it has provided expression chip services for more than 70 units. The business target for 2004 was to reach 5 million yuan.
Shao Wei, Marketing Director of Shanghai Biochips, said: "The current research chip is like molecular biology 10 years ago. China is lagging behind foreign countries for 2-3 years. Therefore, with the joint promotion of all the research chips, there will be a rapid development. In the next few years, publishing articles may not work without chip data."
The new biochip technology continues to be commercialized and has entered the research chip market. In the multi-segment market of research chips, although large companies have a monopoly position, SMEs also have some market space to develop, and Shaanxi Chaoying has become a dynamic enterprise star in the research chip market.
Sino-US joint venture Shaanxi Chaoying Biotechnology Co., Ltd., the first to carry out large-scale production and sales of tissue chips at home and abroad, has been listed on the NASDAQ. According to the conservative estimate of Superying Bio, the current demand for experimental tissue chips in the domestic market is around 80,000 to 100,000.
In foreign countries, SuperBritish Bio actively expands its market through its representative offices in the United States. In the United States, Canada, the United Kingdom, Germany, France, Japan, Singapore and other countries, it is seeking market development through the search for professional agency companies. Since the second half of 2003, Chaoying Bio has gradually covered foreign key markets. In the United States, some researchers have become accustomed to using super-British biological tissue chips for scientific research. Compared with other biotech companies that sell tissue chips, Super Biology Microsystems has won the respect of customers and other biotech companies, both in terms of market coverage, market share, and customer acceptance.
In the country, through the gradual exploration and practice of the market, an effective implementation plan has been formulated, using network marketing, conference marketing, academic marketing, agency distribution (currently there are 5 professional biotechnology agency companies throughout the country), etc. The company's tissue chip products have entered the major laboratories of basic medicine and life sciences in the country. At the same time, Super British Bio has carried out various technical services and academic exchanges. After nearly two years of market operation, it has formed an unshakable domestic leader in the organization of the chip industry.
Super Ying’s sales in the first half of this year were more than three times that of the previous year, while last year’s sales were more than 50 times that of the previous year. According to An Zhaonian, the department of the British Bio-Marketing Market, “According to our survey of customers, customers have more than 92% satisfaction after using our products. And about 86% of customers said that if they need to carry out research work in the future, The research on histology will first consider the company's organization of chip products. At present, our fixed customers account for more than 60% of all customers." He also said that the popularity is also obtained through network surveys, in the target of tissue chip technology In the customer survey, most of the customers have knowledge, and 94% of the target customers who know this are knowing that our company is the organization chip provider.
Functional classification Gene chips are a rising star in the gene chip industry. SuperArray Company of the United States has a complete range of products, including apoptotic gene chip, tumor gene chip, common disease research gene chip, signal transduction gene chip and so on. Different from the expression spectrum chip for the purpose of sieving, the functional classification chip scientifically screens and classifies genes according to important biological pathways, which is more in line with the need for further research on genomes. Shanghai Kangcheng is the general agent of SuperArray China, focusing on the positioning characteristics of this product, focusing on the development of the market in the field of medical molecular biology. In just one year, Kang Cheng has provided a full set of chip technology services for more than 30 key scientific research units such as Fudan University Institute of Genetics, Second Military Medical University and Zhongshan Hospital.
Chengdu Fama Gene cooperated with Mergen Company of the United States to focus on the development of an animal experimental oligonucleotide synthesis chip platform for drug target gene screening. It not only uses it in traditional Chinese medicine research, but also provides services to some local customers. In foreign countries, Mergen is operating the market for this product.
Applied Biosystems is a global bio-instrument company with annual sales, and has Celera, a company that has been involved in the human genome sequencing program, and its vast human genome database. In April of this year, Applied Biosystems of America introduced an expression profiling chip for all 30,000 genes in human, rat and mouse genomes. Relying on its huge genomic database, perfect market foundation and brand, it is likely to become a big black horse in the research chip market.
Since Boao is a state-owned enterprise and has a background in Tsinghua, domestic users still agree. For more than three years, Boao has provided a complete set of microarray chips and biological materials for more than 50 units including the Institute of Oncology of the Chinese Academy of Medical Sciences and Peking Union Medical College Hospital. Informatics technical services.
Based on the patented technology injected by Boao Company, Tenglong Company is committed to the development of tool-based active biochips, and has developed a cell patch clamp chip product for drug screening. In 2003, it passed the Axon company, a well-known American instrument company. The bundled instrument products have been used by more than 30 pharmaceutical companies including Johnson & Johnson, Merck, Pfizer and Roche, and have brought hundreds of thousands of dollars to Tenglong.
Shanghai Boxing and Shanghai Biochip mainly do expression spectrum chips, and Beijing Boao has developed relatively large on microfluidic chips. Although the share of Bosing has shrunk, the total sales should still be better than Boo. Last year, Boxing should have more domestic chip sales. Shanghai biochip sales have a slight gap with Boxing last year, but this year is expected to surpass Boxing.
According to Frost & Sullivan, UK, “Due to the slow growth of the pharmaceutical industry, the use of DNA chips has encountered problems in the pharmaceutical and biotechnology fields, especially in clinical research. However, these problems can be solved through various efforts, such as pharmaceuticals. Companies and biotech companies establish mutually beneficial partnerships, propose effective market strategies, pass the benefits of chips to new potential users, lower prices, and provide more attractive software and services."
The root cause of clinical testing chips is the marketing strategy mistakes.
According to the prediction of international consulting companies, after the clinical test chip is mature, the standard is unified, and the one-time health and disease check chip will likely replace the current test reagent. After the large-scale production of clinical test chips, the price will drop rapidly, and future sales will exceed the research chip.
In Europe and the United States, the clinically detected protein is still in the basic research stage of the laboratory. In China, it has already entered clinical application, because the research chip market has been monopolized by the world giants, and clinical testing and agricultural testing chips have broader market prospects.
In 2002, the National Drug and Food Administration approved five kinds of biochips. In addition to Jiangnan Biological's thalassemia gene detection chip, the other four are protein chips: multi-tumor marker detection system, hepatitis C virus fragment antibody Detection kit, Helicobacter pylori antibody detection system, Ureaplasma urealyticum, human papillomavirus, Chlamydia trachomatis antibody detection system.
Shenzhen Yishengtang Biotechnology Co., Ltd. cooperated with the Institute of Radiation Medicine of the Academy of Military Medical Sciences to successfully develop a hepatitis C virus sub-segment antibody detection kit (protein chip). In 2002, it was approved by the State Food and Drug Administration (SDA). I have been in the market and have been trialing in several hospitals such as Sanhaoyi.
Why is this hepatitis C test chip been tried and not widely recognized by hospitals? Zui, Dr. Huang from the Institute of Radiation Medicine, Academy of Military Medical Sciences said in an interview with the journal: "There is no technical problem, there is no problem of inaccurate testing, mainly problems in workshop renovation, procedures and equipment. Many hospitals may not I can afford it. We only sell chips, and we can do it on our side, but the hospital must buy a scanner and have a hybrid instrument."
Xi'an Lian is mainly engaged in the research and production of low-density protein chips, supporting biochip readers and related antigen-antibody preparations, as well as the production of immune whole blood kits. The price of chip readers is only one-fifth that of other similar products in the world. There are already dozens of hospitals in the top three.
Ren Yuejun of Xi'an Lien Company said: "Because the order of the biochip domestic market is still quite chaotic, from 2002 to now, the National Drug and Food Administration approved five kinds of biochips; and there are far more types of products sold in the market. These, clinically-accepted clinical test chips are not open to the medical market; and some of the poor quality products have had a negative impact on the already skeptical consumer population. However, we are still holding on to the prospects of the biochip market. Affirmative and optimistic, the standardization of the domestic market order and the introduction of relevant policies will require further strengthening of management and coordination by relevant state functional departments."
As foreign countries are still in the experimental stage, there are no successful cases for domestic copying, which has led many R&D institutions and enterprises that have been accustomed to following foreign trends to falter. It is often suspected that domestic application of clinical detection protein chips is too aggressive.
There are many companies in China that develop clinical test chips. In addition to the difficulty of approval, the market is even more difficult. The clinical examination chips of the mainland are all oriented to the hospital, and the hospital is used as a product sales target. The hospital reuses the chip system to provide medical examination services for the general population and provides disease diagnosis services for patients. However, from the current situation, the examination and approval agencies and many hospitals are not willing to accept this new product. Clinical testing and detection chips are caught in multiple dilemmas of technology, policies, channels and customers.
New technologies, new products, and new markets must exist. Open the market, find a way out for new products, turn potential consumers into facts, and develop new markets, build new channels, adopt new marketing methods, and realize the dream of clinical testing chip development companies, creating billions of dollars. Market value.
Shao Wei, Marketing Director of Shanghai Biochips, said: "The key to civilian chips is to grasp the positioning and replace the concept of traditional products. Otherwise, the chip may enter a dead end. The characteristics of the chip are that it can provide a very good supplement to the traditional method and can utilize high Flux, rapid, micro-chemical, parallelization features early rapid screening, and then determined by traditional methods. In some areas, such as genetic diseases, personalized medication, etc., can give full play to the technical advantages of molecular biology, Obtain important information that cannot be obtained by traditional methods. The key to the current approval is the determination of product quality standards and parameters. The work of the Food and Drug Administration is going to be discussed with the chip companies in order to determine them at an early date."
In the long run, clinical diagnostic chips are definitely promising. The UK's Frost & Sullivan believes that "biochips are more promising in the clinical and diagnostic markets. As biochips become more effective, disease research deepens, individualized drugs and high-yield technologies mature, biochips will become more common. Diagnostic tools. The success of gene expression analysis in agriculture, the environment, and other non-traditional areas has also spurred the use of chips."
Affymetrix is ​​on the verge of a breakthrough in diagnostic chips and competes with small businesses in the new biochip market. Last year, Affymetrix built a new production line to produce SNP analysis gene chips and began commercial cooperation with Roche Diagnostics. The head of Affymetrix said: "People predict that the cancer diagnostics market will soon grow to $5 billion, but they don't know where the biochip tools should be, what we are doing and what the market is telling us. There is a gap between us, we have spent a lot of money, and we don't plan to develop something with only 10 probes.†Affymetrix has divided the company into two divisions, Diagnostics and Genomics.
Roche has established a strategic alliance with Affymetrix to develop in vitro diagnostic gene chips on a platform based on the Affymetrix chip reading system. Roche's first chip for in vitro diagnostics will be AmpliChip CYP450, and the next is AmpliChip P53. The CYP450 gene family plays an important role in drug metabolism. AmpliChip CYP 450 can help screen for the CYP450 polymorphism in the patient's genome, and then guide the doctor to select the drug type and dose during treatment.
Roche Diagnostics' product in Beijing said: "The gene chip is still a long way to go for clinical diagnostic applications. China will become one of the first promotion areas of the Roche gene chip."
An opportunity is in front of us, the brave, the wise, and the lucky one.
Agricultural chips are emerging in market research should go ahead
According to industry points, biochips can also be divided into human medicine chips and agricultural chips. Agricultural chips are used exclusively for agricultural research and agricultural product testing such as agriculture, forestry, livestock, animal husbandry and fish.
Foreign large companies used to provide animal and microbial chips, and are now developing genetic chips for crops and livestock. In the domestic market, there are already agricultural application chips from companies such as Hong Kong's GeneChip Corporation. The types of chips in the agricultural sector will increase rapidly: barley, grapes, soybean rice, wheat, cotton, corn, citrus, poplar, cattle, chicken, pigs, Zebrafish? For example, the grape genome chip covers more than 10,000 transcripts for wine and raisin industry research, grape seed screening, drought resistance research, and wine treatment of human diseases.
Agricultural chips are used in research and testing. Food safety issues are already serious social tumors in China, and need to use a variety of effective new tools such as economy, management, and technology. Biochip technology is also meeting this market demand. Da Yuan's veterinary drug residue detection protein chip has been introduced to the market, and its detection speed is very fast, and the result can be measured in 3 hours. According to related reports, this chip has been welcomed by the market.
The fierce competition in the instrument market is far beyond the opportunity. The biochip market can also be divided into the instrument market and the consumables market. Biochip instruments are mainly spotters, scanners, and hybrids (boxes). Buyers in this domestic market are generally chip production and service providers, many of which just try water, and there is no further purchase if they buy a cheap platform. The average research unit, the purchase of biochip instruments is not much, they tend to use commercial chips, they do not need to spot and scan, just provide the sample to the chip service provider to get the experimental results.
The domestic chip instrument market is not large, but many brands are selling in the domestic market, vying for this small market. In China, there are mainly six companies in the chip instrument market: PerkinElmer, which sells products directly, and four are agency companies, namely Hong Kong-based gene company, Taiwan-based Cold Spring Harbor Company, Shenzhen. Jingmei and Beijing’s Dongsheng Innovation have developed Boao Company.
PerkinElmer Inc.
PerkinElmer is the world's third largest biochemical supplier and a world's largest supplier of high-throughput drug screening, fully automated liquid handling and sample preparation, and genetic disease screening. Since 1999, PerkinElmer has invested more than $1 billion in the life sciences business and is rapidly becoming a technology leader in proteomics, genomics, drug development and genetic disease screening.
PerkinElmer is a complete biochip solution that covers the complete research process from chip sample preparation, spotting, labeling, hybridization, scanning, data analysis to visualization. Biotech World's cover on February this year featured PerkinElmer's complete solution.
In order to adapt to the increasingly in-depth research of protein chips, PerkinElmer provides a complete set of instruments and consumables. Among them, the non-contact chip spotter Piezoray is the advanced chip spotting system of Zui, with precision up to pL level, especially suitable for A protein chip with a high viscosity of the sample and requiring accurate quantification is prepared.
Many representative chip manufacturers and research units in China have adopted the products and software of the PerkinElmer chip product line. Shanghai's United Gene Technology Group purchased 50 PerkinElmer chip scanners in one operation in 2000. The chip spotting instrument and scanner used by the Beijing Institute of Genomics of the Chinese Academy of Sciences (Beijing Huada Gene Research Center) are all PerkinElmer. The rice genome-wide chips prepared by them have more than 60,000 genes on two slides. There are more than 30,000 genes on a single chip, and both the spot density and the spotting effect are very good.
Packard Company of PerkinElmer has more than 30 years of experience in laser technology development and application. The ScanArray Express series of laser confocal chip scanning systems have been developed with a number of unique design patents for high sensitivity of a variety of fluorescent samples. analysis. PerkinElmer is a leader in the field of chip scanners, and has a large market share in the global market. It also plays an important role in the domestic scanner market, with sales exceeding 100 units.
Cold Spring Harbor Company Cold Spring Harbor Company started in Taiwan in the 1980s and borrowed the name of the Cold Spring Harbor Laboratory in the United States. Other aspects have nothing to do with the Cold Spring Harbor Laboratory. Cold Spring Harbor now has offices in four cities in Beijing, Shanghai, Guangzhou and Chengdu, specializing in foreign biotechnology products.
In the mainland business, biochips account for half of the business volume. Cold Spring Harbor Company's agent Axon has more than 50 users, and has sold more than 70 units, one at least 30,000 US dollars, which has a high market share in the domestic scanner market.
In the past, Cold Spring Harbor represented Gene Machine and Biorobotics' spotting instruments. These two companies were recently acquired by Genomic Solution, so the agency rights were naturally attributed to Hong Kong Gene Company, which has been acting as Genomic Solution. Now, the cold spring port is the agent of the British Genetix company, a set of at least 90,000 US dollars. In the spotter market, due to changes in the market value of the agent products, the share of Cold Spring Harbor in the spotter market decreased, and the market share of the gene company increased slightly.
Shenzhen Jingmei Biochem and Hitachi's wholly-owned subsidiary Miraibio in the United States, as a fully independent full-service provider, provide Luminex technology-based software and hardware and kit development and application services for domestic and Hong Kong users. Since its launch in March last year, so far, about 10 Luminex have been sold in one year, each of which is about $60,000.
Jingmei published an advertisement for Luminex liquid phase chip system in "Biotechnology World". For the sales and market performance of this system, Jingmei's total Luo Min said: "Our sales are very small, I am not very satisfied. Most of the customers have not started their work, a small number of customers have started their work, and they have encountered some problems. We feel that the quality of the entire user is still a problem. In fact, this is not a single manufacturer can solve. At present, users are mainly research units. Detecting some of the projects they are doing and they want to develop them themselves. Our aim is to enable them to pass the national drug test. So we are strengthening this work and set up a group in Beijing to specialize in manufacturing, R&D and crafts. In preparation for the large-scale sale of the Luminex platform in the future."
Dongsheng Innovation Illumina launched the microbead chip lab and platform last summer. Dongsheng Innovation began selling in China in January this year. In April this year, Biotechnology World was in the “Technology Frontier·Bioinformation Technology†column. The technology and application of the microbead chip is described in detail in the article and will not be described here.
Due to the SNP analysis of the microbead chip, the technology is groundbreaking. It is a good chip system with high throughput and good performance. Although the price is very expensive, it has a place in the high-end research market. In just half a year, Dongsheng Innovation sold a fully automated laboratory complete system, 20 million yuan, a semi-automatic work platform, more than 3 million yuan, equivalent to the annual turnover of some small domestic companies.
In the biochip market, Dongsheng Innovation has come to the forefront and is a dark horse worthy of attention. In the past, the industry thought that the general trend was that prices fell and competition in the low-end market would intensify, but Illumina's products directly hit the high-end market, and the industry was shocked.
Domestic companies have begun to develop low-cost chip instruments and promote sales through the provision of local services, which has already improved slightly in market development. Some domestic enterprises only produce microarray chips, but they do not produce equipment. As a result, scientific research units can't afford foreign equipment, and their own chips cannot be sold. Boao has the electromechanical foundation of Tsinghua and has strong research and development strength. In fact, the threshold of biochip instruments is not high, and the domestic team has the ability to develop independently. The equipment is comparable to foreign technology, but it is much cheaper.
From the market positioning of low-cost biochips, it is still relatively accurate. China is a "world factory" with abundant cheap labor. It has established an unquestionable market position in the manufacturing industry and should have a cost advantage in the biochip industry. The technology of biochip instruments is not high in itself, but the international market is expensive and should have a high profit margin. Boao has focused on biochip instruments and should have a price competitive advantage in the entire international market. However, Boao has no experience in market operation. How to establish effective international and domestic market channels has become a bottleneck affecting the success of Boao market.
The market is fiercely competitive, and high-end products are constantly pouring into the domestic market. It is difficult for domestic low-priced products to enter the international market. As new products continue to be introduced, the price of expensive instruments in the international market will certainly decline gradually, stimulating the demand of more users, and the scale of the instrument market will increase.
Since the point chip has gradually narrowed the number of custom chip customers, the UK Frost & Sullivan company divided the biochip market into commercial chips, self-pointing chips and software products market. The dot matrix market includes spotters, scanners and hybrids with self-pointing instruments, and related reagents, data, and blank substrates. Commercial chips are expected to dominate the market in the future. Both of these markets face the same challenges. Only by accurately predicting the market trend, successfully responding to market threats, better defining and satisfying customer needs, can we develop smoothly.
Frost & Sullivan's "Strategic Analysis of the World DNA Chip Market" believes: "Commercial chips now account for 57% of the market revenue, but due to the promotion of standardized platforms, the market for commercial chips is growing faster than that of self-pointing chips. The market share will continue to increase."
Foreign biochips are mainly used for scientific research. The domestic use is mainly for clinical use, mainly for customization, and is done according to the needs of customers. Some research customers don't want to buy the spotter themselves, and the service department uses the other's spotter to make the chips they need. In 2002, Dr. Evergreen Mountain of Beijing Nosie Genome Research Center Co., Ltd. (National Human Genome Northern Research Center) spent $1,600 on 12 tumor chips from Genomics, Germany, of which only 4 were qualified products and 8 were Cheap practice chips. At that time, Dr. Chang purchased a scanner from Packard Bioscience of the United States for $60,000. Because of the high price, there is no chip on the market that he requested. Now they have not purchased the ready-made chips, and they have to go to the chip service companies to do the chip spotting. He used this chip for more than 2,000 points, each point needs 1.5 yuan, an average of more than 3,000 yuan each, his laboratory has already ordered dozens of.
What customers need now is the experimental service. Customers only need to provide experimental samples, and the service department can deliver data reports after 10 business days. The data analysis report includes analysis of differences in expression of all genes in different samples, SOM cluster analysis of multiple samples, and post-zui analysis results.
Zhao Sheng's innovative market Zhao Xi wrote in his letter: "The future development trend of chips is: high performance, low price, strong customization ability. High performance, many manufacturers have already done it; but many products are very expensive, making many Customers are reluctant to use chip technology. The 1,500-yuan human genome chip we are launching is trying to give the industry and customers a "shock" and greatly promote the trend of chip price reduction. I very much agree with you that the chip has entered The era of customization. Illumina and Iuminx are highly respected by the world, largely because of their customization capabilities. So Dr. Yang Hongwei, director of the Shanghai Chip Center, said that the entire chip industry has transitioned from matrix chips to microchips. Custom chip transitions. And under this trend, many domestic chip companies have a lot to offer. They can provide a large number of customers with unique customized services." â–
In order to comprehensively and objectively reflect the domestic biochip market, the first draft of this article was sent to more than 60 biochip related units by e-mail, including enterprises, research institutes, universities and hospitals. The interviewees and unit leaders written in the request letter. Reviewing relevant content, soliciting suggestions for revision, and supplementing new materials, received strong response from the industry. More than 20 organizations responded to e-mails and interviewed nearly 20 people, including corporate generals, vice presidents, products, markets, market research, application engineers, hospital quarantine directors, doctors, research unit researchers, university professors, who This article provides a wealth of materials that basically reflect the face of the domestic biochip market. I would like to thank them.
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2004年,国内的生物芯片市场éžå¸¸æœ‰é™ï¼Œè¿˜ä¸»è¦åœ¨ç ”究芯片市场,估计1亿多元人民å¸ã€‚2004å¹´å…¨çƒç”Ÿç‰©èŠ¯ç‰‡å¸‚åœºå¯èƒ½æœ‰7-10亿美元,国内市场约为全çƒå¸‚场总规模的2%。为了全é¢çš„估计国内市场规模,笔者一直在努力,但zui终没有得到满æ„çš„ç”æ¡ˆã€‚市场ä¸é€æ˜Žï¼Œå› 为国内所有的生物芯片ä¼ä¸šéƒ½æ²¡æœ‰ä¸Šå¸‚,业绩ä¸å…¬å¸ƒï¼Œç”šè‡³æœ‰äº›äº§å“çš„ä»·æ ¼éƒ½ä¸æ„¿æ„公开。下é¢çš„市场数æ®ï¼Œæœ‰äº›æ˜¯ç¬”者采访得到的,有些是ä¼ä¸šä¸»åŠ¨ä¹¦é¢æä¾›çš„ï¼Œæœ‰äº›æ˜¯ç¬”è€…æ ¹æ®ç›¸å…³èµ„料估计的,在这里公布出æ¥ï¼Œæ˜¯ä¸ºäº†æä¾›ç»™è¯»è€…一个大致的市场轮廓:
·在国内市场上,ä¸å›½å°æ¹¾å†·æ³‰æ¸¯å’Œé¦™æ¸¯åŸºå› å…¬å¸ä»£ç†çš„艾éžï¼ˆAffymetrix)产å“在ä¸å›½ä¸¤å²¸ä¸‰åœ°çš„销售é¢å’Œç›¸å…³æœåŠ¡é¢„è®¡è¿‘5,000万元;
·上海生物芯片ã€é™•西超英ã€è¥¿å®‰è”å°”ã€ä¸Šæµ·åº·æˆã€ä¸Šæµ·åšæ˜Ÿã€åŒ—京åšå¥¥ç‰å‡ å®¶å…¬å¸å”®å‡ºçš„生物芯片产å“ä»¥åŠæä¾›çš„ç›¸å…³æœåŠ¡é¢„è®¡è¿‘2,000万元的规模;
·åŽè”ã€æ™¶å®‡ã€èµ›äºšå’Œé¦™æ¸¯åŸºå› 芯片公å¸åœ¨æœ¬åœ°çš„生物芯片相关产å“å’ŒæœåŠ¡æ”¶å…¥è¿‘1,000万元人民å¸ï¼›
·ç€é‡‘埃尔默公å¸å’Œå®‰æ·ä¼¦åœ¨ä¸å›½çš„销售é¢ã€æ·±åœ³æ™¶ç¾Žå’Œå…¶ä»–å…¬å¸ä»£ç†é”€å”®çš„ç”Ÿç‰©èŠ¯ç‰‡ä»ªå™¨ä»¥åŠæä¾›çš„ç›¸å…³æœåŠ¡é¢„è®¡è¿‘2,000万元的市场规模;
·今年上åŠå¹´ï¼Œä¸œèƒœå°±å·²ç»å–出了2,000多万元的Illumina产å“和技术。
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西安è”尔的生物芯片诊æ–系统å´å—到了医院的欢迎。在8月份,笔者采访了è”尔总马秦è£ï¼Œä»–说:“生产能力赶ä¸ä¸Šé”€å”®çš„,å¯èƒ½ç›®å‰å°±æˆ‘们一家。â€åŽŸæ¥ï¼Œè”尔的多ç§ç–¾ç—…诊æ–系统的å¯é‡å¤æ€§ã€ç¨³å®šæ€§ç‰è´¨é‡æŒ‡æ ‡å‡å¾—到客户的认å¯ã€‚
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åšå¥¥å¾®é˜µåˆ—与生物信æ¯éƒ¨ä¸»ä»»å¼ 亮认为:“生物芯片技术目å‰è¿˜åªåœ¨ç§‘ç ”é¢†åŸŸæœ‰åº”ç”¨ã€‚å¯¹äºŽä¸´åºŠï¼Œå…¶å®žå¹¶æ— æˆç†Ÿäº§å“。生物芯片å¯ä»¥è¯´çœŸæ£çš„高技术,是多å¦ç§‘的交å‰ï¼Œä¸æ˜¯å‡ 个生物工作者就能玩开的,相关专业人æ‰åŒ®ä¹ï¼Œè€Œå›½å†…é‡å¤æŠ•入到硬件设备方é¢çš„钱多,å´åˆæ²¡æœ‰äººæ¥åšï¼Œå¯¼è‡´é—²ç½®çŽ‡é«˜ã€‚ä¸å›½ç”Ÿç‰©èŠ¯ç‰‡æŠ€æœ¯åªå¯èƒ½æ¶Œçް1-2家领头羊公å¸ï¼Œèƒ½é›†ä¸å…¨å›½çš„人力ã€è´¢åŠ›å’Œç‰©åŠ›åšå‡ºä¸å›½è‡ªå·±ç”Ÿç‰©èŠ¯ç‰‡çš„äº§å“。â€
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为了全é¢äº†è§£å°æ¹¾çš„生物芯片产业,近3个月æ¥ï¼Œç¬”è€…ä¸€ç›´åœ¨ä¸Žå°æ¹¾ç”Ÿç‰©èŠ¯ç‰‡å会和ä¼ä¸šè”络采访。9月3æ—¥ï¼Œå°æ¹¾ç”Ÿç‰©èŠ¯ç‰‡å会ç†äº‹é•¿ç•™å¿ æ£åšå£«æŽ¥å—了笔者的采访,详细介ç»äº†å°æ¹¾ç”Ÿç‰©èŠ¯ç‰‡çš„å‘展情况。
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国际上的生物芯片稳定下æ¥ï¼Œå¤§çš„åªæœ‰ä¸¤ã€ä¸‰å®¶ï¼Œå¸‚场还没有大到需è¦ä»£å·¥ï¼ŒäºŽæ˜¯å¾ˆå¤šå…¬å¸ä¸æ˜¯è½¬åž‹äº†ï¼Œå°±æ˜¯æ¶ˆå¤±äº†ã€‚晶宇公å¸å¼€å§‹å¾€æµè¡Œç—…检测ã€ç³»ç»Ÿå’Œæµç¨‹å‘展,åŽè”ç”Ÿç‰©ç§‘æŠ€æ˜¯å°æ¹¾*å®¶æœ¬åœŸç ”å‘生产微阵列芯片的公å¸ï¼Œæœ‰ä¸€äº›æ—©æœŸæˆç«‹çš„å°å…¬å¸ï¼Œå¦‚å°æ¹¾åŸºå› ,他们把以å‰åšå¾®é˜µåˆ—的基础用æ¥åšå¾®é˜µåˆ—设备。冷泉港是艾éžå…¬å¸çš„代ç†å•†ï¼Œä»¥å‰è¿˜åšè‰¾è²èŠ¯ç‰‡æœåŠ¡ï¼ŒçŽ°åœ¨åªå–设备,艾è²èŠ¯ç‰‡æœåŠ¡ç”±èµ›äºšåŸºå› æ¥åšäº†ã€‚
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Hic2000: How about the biochip market?
Jiang0643: I also want to know, who can answer?
The global market is small, and corporate income is growing slowly.
How big is the global market? How big is the domestic market? What is the outlook? There are no public articles in the country to answer these questions. The domestic market is small, and people do not have a general understanding of the technology and application of biochips. The papers, reports and news on biochip technology are at your fingertips. In the past few years, the articles on investment hype can also find several masterpieces. But on the biochip market, there is still no feature article in China, nor a chip company or The consulting company has done meaningful market research; there have been companies that have done consumer surveys online, and few respondents.
I found the public data of three internationally renowned market research companies online, translated as follows:
On July 24, 2003, Research and Markets, an internationally renowned market research and data analysis company, published a 159-page report entitled "Market and Business of Biochips and Devices in the United States", which is priced at $998. The global biochip market is $1.1 billion and will grow at an average annual rate of 19.5%, reaching $2.7 billion in 2007.
At the end of 2003, an analysis released by Lehman Brothers pointed out that the global chip market is about 800 million US dollars.
On March 30, 2004, Frost & Sullivan, a large international consulting firm based in London, UK, published a $4,950 analysis of the global chip market: "Strategic Analysis of the World DNA Chip Market." According to the report, the global DNA biochip market is growing at an average annual rate of 6.7%. In 2003, the market value was 596 million US dollars, and in 2010 it will reach 937 million US dollars.
Compare the market size of the 2003 biochip market estimated by the three companies: Frost & Sullivan only considers the DNA chip market in the biochip market at $600 million; Lehman Brothers estimates it to be $800 million, Research and Markets estimates For $1.3 billion, we found that the estimated total global biochip market data for these three units is not far behind, at $8-1.3 billion, and their estimates reflect that the industry's objective market size should be within this range.
The Taiwan Biochip Association estimates that the market was US$220 million in 2003, with medical chip sales of US$65 million and research chip sales of US$155 million. The amount is low and it is estimated that the biochip instrument market is not included.
Affymetrix, the global biochip overlord with the goal of individualized medicine, continues to be the first in the global market this year. Many experts estimate that its market share is 1/3 to 1/2 of the world. If we know the market situation of Affymetrix, we know half of the world's markets. According to the information disclosed in Affymetrix's 2003 Annual Report, we can see some of the market performance of this hegemon.
Assuming market share As experts estimate, Affymetrix accounts for 1/2 to 1/3 of the global market. According to Affymetrix's turnover, the global market in 2003 was around $600-900 million. If zui's market growth rate in the past five years is maintained, the global market will grow twice in the next five years. By 2008, the global market will reach about 2 billion US dollars, and in 2010 it may increase to about 3 billion US dollars.
In the past five years, the total income of Affymetrix has only risen and doubled, but the net income and earnings per share have risen and fallen. In 2002, it almost lost money.
2003 was a turning point for Affymetrix, which achieved full-year profit*, with a total annual income of $300 million, a net income of $14 million, and a profit of $0.24 per share. This good performance is mainly due to the excellent performance of the Japanese market. Japan is the third largest market for Affymetrix, behind North America and Europe. All three markets are sold by Affymetrix itself. The markets in other regions are dealerships. For example, the Chinese market is represented by Hong Kong-based Gene Co., Ltd.
In 2003, Affymetrix introduced more than 20 new products to the market. In the market, sales of biochips and reagents were the same as in 2002, accounting for half of total sales, and sales of biochip instruments increased significantly.
California-based Agilent is the world's second-largest biochip operator, with a quarterly chip production of 20,000. Agilent is a large communications, electronics and life sciences company spanning 110 countries and territories, with revenues of $6 billion in the previous year and $6.1 billion in revenue last year. Since Agilent's main business is not a biochip, this part of the business is drowned out in many products and services, and even in its annual report, there is no mention of the biochip business.
Although this giant has not entered the biochip field for a long time, its popularity is not high, it is not a specialized biotechnology company, nor a specialized biochip company, but its small business also occupies the second position in the industry. It can be seen that the total scale of this industry is very small compared with other industries.
Although Agilent Technologies entered the Chinese market in 1977, its life sciences department entered the domestic market in the past two years, and its share in the domestic biochip market is small. Compared with its share in the global market, there is still a lot of difference. Different. However, the president of Life Science and Chemical Analysis Instruments at Agilent's head office will visit China this fall and will be on the domestic market. Agilent's total biochip solutions and customized services will have a proper share in the domestic market.
Research chip market segmentation small business segmentation small market
According to the market, biochips are divided into research chips and clinical test chips. Research chips are mainly supplied by research units or new drug research and development companies, which can process R&D data in a large amount, accounting for about 3/4 of the total number of chips in the world. In the early days, mainly model organism gene chips: humans, rats, mice, fruit flies, etc., the number of research chips in the agricultural field is rapidly increasing, such as barley, grapes, soybeans and rice, and many new research chips are now on the market. : Protein chip, tissue chip.
Among the domestic biochip companies, the gene company is a company that Zui introduced biochips to China. As early as 6 years ago, GeneChip invited the founders of spotting chips to lecture in several major cities, and introduced spotting instruments and scanners to domestic companies and research institutions that developed their own gene chips. In 2002, Affymetrix's gene chips, scanners and related reagents were sold in large quantities, and the market performance in 2003 increased significantly. Among all the products represented by Gene Company, the market growth rate of Affymetrix products ranks as *, and it is also the product that Zui Company attaches to the marketing of the gene company: an Affymetrix product promotion group is set up in the marketing department.
For foreign gene lings, many gene chips are more suitable for their own development than their own development. The agency company has a lower cost and a stable profit margin. The agent's Affymetrix products have a brand advantage. The marketing strategy of the gene company is also very successful. At the beginning, Jingtai specially purchased and introduced Affymetrix's complete instrument system to provide demonstrations for promotion and to provide technical services for customers who could not purchase such expensive instruments temporarily. Later, the service was very popular, with services and advocacy services on a large scale and on a large scale. At the same time, other units in China have also carried out Affy's chip services, which have produced good economic benefits and become a good business model.
In order to make the research expression spectrum chip become the daily research method of researchers, Shanghai Biochip has been implementing a low-price strategy and implemented two price reduction activities nationwide. Sales in 2003 were 2.2 million yuan, and it has provided expression chip services for more than 70 units. The business target for 2004 was to reach 5 million yuan.
Shao Wei, Marketing Director of Shanghai Biochips, said: "The current research chip is like molecular biology 10 years ago. China is lagging behind foreign countries for 2-3 years. Therefore, with the joint promotion of all the research chips, there will be a rapid development. In the next few years, publishing articles may not work without chip data."
The new biochip technology continues to be commercialized and has entered the research chip market. In the multi-segment market of research chips, although large companies have a monopoly position, SMEs also have some market space to develop, and Shaanxi Chaoying has become a dynamic enterprise star in the research chip market.
Sino-US joint venture Shaanxi Chaoying Biotechnology Co., Ltd., the first to carry out large-scale production and sales of tissue chips at home and abroad, has been listed on the NASDAQ. According to the conservative estimate of Superying Bio, the current demand for experimental tissue chips in the domestic market is around 80,000 to 100,000.
In foreign countries, SuperBritish Bio actively expands its market through its representative offices in the United States. In the United States, Canada, the United Kingdom, Germany, France, Japan, Singapore and other countries, it is seeking market development through the search for professional agency companies. Since the second half of 2003, Chaoying Bio has gradually covered foreign key markets. In the United States, some researchers have become accustomed to using super-British biological tissue chips for scientific research. Compared with other biotech companies that sell tissue chips, Super Biology Microsystems has won the respect of customers and other biotech companies, both in terms of market coverage, market share, and customer acceptance.
In the country, through the gradual exploration and practice of the market, an effective implementation plan has been formulated, using network marketing, conference marketing, academic marketing, agency distribution (currently there are 5 professional biotechnology agency companies throughout the country), etc. The company's tissue chip products have entered the major laboratories of basic medicine and life sciences in the country. At the same time, Super British Bio has carried out various technical services and academic exchanges. After nearly two years of market operation, it has formed an unshakable domestic leader in the organization of the chip industry.
Super Ying’s sales in the first half of this year were more than three times that of the previous year, while last year’s sales were more than 50 times that of the previous year. According to An Zhaonian, the department of the British Bio-Marketing Market, “According to our survey of customers, customers have more than 92% satisfaction after using our products. And about 86% of customers said that if they need to carry out research work in the future, The research on histology will first consider the company's organization of chip products. At present, our fixed customers account for more than 60% of all customers." He also said that the popularity is also obtained through network surveys, in the target of tissue chip technology In the customer survey, most of the customers have knowledge, and 94% of the target customers who know this are knowing that our company is the organization chip provider.
Functional classification Gene chips are a rising star in the gene chip industry. SuperArray Company of the United States has a complete range of products, including apoptotic gene chip, tumor gene chip, common disease research gene chip, signal transduction gene chip and so on. Different from the expression spectrum chip for the purpose of sieving, the functional classification chip scientifically screens and classifies genes according to important biological pathways, which is more in line with the need for further research on genomes. Shanghai Kangcheng is the general agent of SuperArray China, focusing on the positioning characteristics of this product, focusing on the development of the market in the field of medical molecular biology. In just one year, Kang Cheng has provided a full set of chip technology services for more than 30 key scientific research units such as Fudan University Institute of Genetics, Second Military Medical University and Zhongshan Hospital.
Chengdu Fama Gene cooperated with Mergen Company of the United States to focus on the development of an animal experimental oligonucleotide synthesis chip platform for drug target gene screening. It not only uses it in traditional Chinese medicine research, but also provides services to some local customers. In foreign countries, Mergen is operating the market for this product.
Applied Biosystems is a global bio-instrument company with annual sales, and has Celera, a company that has been involved in the human genome sequencing program, and its vast human genome database. In April of this year, Applied Biosystems of America introduced an expression profiling chip for all 30,000 genes in human, rat and mouse genomes. Relying on its huge genomic database, perfect market foundation and brand, it is likely to become a big black horse in the research chip market.
Since Boao is a state-owned enterprise and has a background in Tsinghua, domestic users still agree. For more than three years, Boao has provided a complete set of microarray chips and biological materials for more than 50 units including the Institute of Oncology of the Chinese Academy of Medical Sciences and Peking Union Medical College Hospital. Informatics technical services.
Based on the patented technology injected by Boao Company, Tenglong Company is committed to the development of tool-based active biochips, and has developed a cell patch clamp chip product for drug screening. In 2003, it passed the Axon company, a well-known American instrument company. The bundled instrument products have been used by more than 30 pharmaceutical companies including Johnson & Johnson, Merck, Pfizer and Roche, and have brought hundreds of thousands of dollars to Tenglong.
Shanghai Boxing and Shanghai Biochip mainly do expression spectrum chips, and Beijing Boao has developed relatively large on microfluidic chips. Although the share of Bosing has shrunk, the total sales should still be better than Boo. Last year, Boxing should have more domestic chip sales. Shanghai biochip sales have a slight gap with Boxing last year, but this year is expected to surpass Boxing.
According to Frost & Sullivan, UK, “Due to the slow growth of the pharmaceutical industry, the use of DNA chips has encountered problems in the pharmaceutical and biotechnology fields, especially in clinical research. However, these problems can be solved through various efforts, such as pharmaceuticals. Companies and biotech companies establish mutually beneficial partnerships, propose effective market strategies, pass the benefits of chips to new potential users, lower prices, and provide more attractive software and services."
The root cause of clinical testing chips is the marketing strategy mistakes.
According to the prediction of international consulting companies, after the clinical test chip is mature, the standard is unified, and the one-time health and disease check chip will likely replace the current test reagent. After the large-scale production of clinical test chips, the price will drop rapidly, and future sales will exceed the research chip.
In Europe and the United States, the clinically detected protein is still in the basic research stage of the laboratory. In China, it has already entered clinical application, because the research chip market has been monopolized by the world giants, and clinical testing and agricultural testing chips have broader market prospects.
In 2002, the National Drug and Food Administration approved five kinds of biochips. In addition to Jiangnan Biological's thalassemia gene detection chip, the other four are protein chips: multi-tumor marker detection system, hepatitis C virus fragment antibody Detection kit, Helicobacter pylori antibody detection system, Ureaplasma urealyticum, human papillomavirus, Chlamydia trachomatis antibody detection system.
Shenzhen Yishengtang Biotechnology Co., Ltd. cooperated with the Institute of Radiation Medicine of the Academy of Military Medical Sciences to successfully develop a hepatitis C virus sub-segment antibody detection kit (protein chip). In 2002, it was approved by the State Food and Drug Administration (SDA). I have been in the market and have been trialing in several hospitals such as Sanhaoyi.
Why is this hepatitis C test chip been tried and not widely recognized by hospitals? Zui, Dr. Huang from the Institute of Radiation Medicine, Academy of Military Medical Sciences said in an interview with the journal: "There is no technical problem, there is no problem of inaccurate testing, mainly problems in workshop renovation, procedures and equipment. Many hospitals may not I can afford it. We only sell chips, and we can do it on our side, but the hospital must buy a scanner and have a hybrid instrument."
Xi'an Lian is mainly engaged in the research and production of low-density protein chips, supporting biochip readers and related antigen-antibody preparations, as well as the production of immune whole blood kits. The price of chip readers is only one-fifth that of other similar products in the world. There are already dozens of hospitals in the top three.
Ren Yuejun of Xi'an Lien Company said: "Because the order of the biochip domestic market is still quite chaotic, from 2002 to now, the National Drug and Food Administration approved five kinds of biochips; and there are far more types of products sold in the market. These, clinically-accepted clinical test chips are not open to the medical market; and some of the poor quality products have had a negative impact on the already skeptical consumer population. However, we are still holding on to the prospects of the biochip market. Affirmative and optimistic, the standardization of the domestic market order and the introduction of relevant policies will require further strengthening of management and coordination by relevant state functional departments."
As foreign countries are still in the experimental stage, there are no successful cases for domestic copying, which has led many R&D institutions and enterprises that have been accustomed to following foreign trends to falter. It is often suspected that domestic application of clinical detection protein chips is too aggressive.
There are many companies in China that develop clinical test chips. In addition to the difficulty of approval, the market is even more difficult. The clinical examination chips of the mainland are all oriented to the hospital, and the hospital is used as a product sales target. The hospital reuses the chip system to provide medical examination services for the general population and provides disease diagnosis services for patients. However, from the current situation, the examination and approval agencies and many hospitals are not willing to accept this new product. Clinical testing and detection chips are caught in multiple dilemmas of technology, policies, channels and customers.
New technologies, new products, and new markets must exist. Open the market, find a way out for new products, turn potential consumers into facts, and develop new markets, build new channels, adopt new marketing methods, and realize the dream of clinical testing chip development companies, creating billions of dollars. Market value.
Shao Wei, Marketing Director of Shanghai Biochips, said: "The key to civilian chips is to grasp the positioning and replace the concept of traditional products. Otherwise, the chip may enter a dead end. The characteristics of the chip are that it can provide a very good supplement to the traditional method and can utilize high Flux, rapid, micro-chemical, parallelization features early rapid screening, and then determined by traditional methods. In some areas, such as genetic diseases, personalized medication, etc., can give full play to the technical advantages of molecular biology, Obtain important information that cannot be obtained by traditional methods. The key to the current approval is the determination of product quality standards and parameters. The work of the Food and Drug Administration is going to be discussed with the chip companies in order to determine them at an early date."
In the long run, clinical diagnostic chips are definitely promising. The UK's Frost & Sullivan believes that "biochips are more promising in the clinical and diagnostic markets. As biochips become more effective, disease research deepens, individualized drugs and high-yield technologies mature, biochips will become more common. Diagnostic tools. The success of gene expression analysis in agriculture, the environment, and other non-traditional areas has also spurred the use of chips."
Affymetrix is ​​on the verge of a breakthrough in diagnostic chips and competes with small businesses in the new biochip market. Last year, Affymetrix built a new production line to produce SNP analysis gene chips and began commercial cooperation with Roche Diagnostics. The head of Affymetrix said: "People predict that the cancer diagnostics market will soon grow to $5 billion, but they don't know where the biochip tools should be, what we are doing and what the market is telling us. There is a gap between us, we have spent a lot of money, and we don't plan to develop something with only 10 probes.†Affymetrix has divided the company into two divisions, Diagnostics and Genomics.
Roche has established a strategic alliance with Affymetrix to develop in vitro diagnostic gene chips on a platform based on the Affymetrix chip reading system. Roche's first chip for in vitro diagnostics will be AmpliChip CYP450, and the next is AmpliChip P53. The CYP450 gene family plays an important role in drug metabolism. AmpliChip CYP 450 can help screen for the CYP450 polymorphism in the patient's genome, and then guide the doctor to select the drug type and dose during treatment.
Roche Diagnostics' product in Beijing said: "The gene chip is still a long way to go for clinical diagnostic applications. China will become one of the first promotion areas of the Roche gene chip."
An opportunity is in front of us, the brave, the wise, and the lucky one.
Agricultural chips are emerging in market research should go ahead
According to industry points, biochips can also be divided into human medicine chips and agricultural chips. Agricultural chips are used exclusively for agricultural research and agricultural product testing such as agriculture, forestry, livestock, animal husbandry and fish.
Foreign large companies used to provide animal and microbial chips, and are now developing genetic chips for crops and livestock. In the domestic market, there are already agricultural application chips from companies such as Hong Kong's GeneChip Corporation. The types of chips in the agricultural sector will increase rapidly: barley, grapes, soybean rice, wheat, cotton, corn, citrus, poplar, cattle, chicken, pigs, Zebrafish? For example, the grape genome chip covers more than 10,000 transcripts for wine and raisin industry research, grape seed screening, drought resistance research, and wine treatment of human diseases.
Agricultural chips are used in research and testing. Food safety issues are already serious social tumors in China, and need to use a variety of effective new tools such as economy, management, and technology. Biochip technology is also meeting this market demand. Da Yuan's veterinary drug residue detection protein chip has been introduced to the market, and its detection speed is very fast, and the result can be measured in 3 hours. According to related reports, this chip has been welcomed by the market.
The fierce competition in the instrument market is far beyond the opportunity. The biochip market can also be divided into the instrument market and the consumables market. Biochip instruments are mainly spotters, scanners, and hybrids (boxes). Buyers in this domestic market are generally chip production and service providers, many of which just try water, and there is no further purchase if they buy a cheap platform. The average research unit, the purchase of biochip instruments is not much, they tend to use commercial chips, they do not need to spot and scan, just provide the sample to the chip service provider to get the experimental results.
The domestic chip instrument market is not large, but many brands are selling in the domestic market, vying for this small market. In China, there are mainly six companies in the chip instrument market: PerkinElmer, which sells products directly, and four are agency companies, namely Hong Kong-based gene company, Taiwan-based Cold Spring Harbor Company, Shenzhen. Jingmei and Beijing’s Dongsheng Innovation have developed Boao Company.
PerkinElmer Inc.
PerkinElmer is the world's third largest biochemical supplier and a world's largest supplier of high-throughput drug screening, fully automated liquid handling and sample preparation, and genetic disease screening. Since 1999, PerkinElmer has invested more than $1 billion in the life sciences business and is rapidly becoming a technology leader in proteomics, genomics, drug development and genetic disease screening.
PerkinElmer is a complete biochip solution that covers the complete research process from chip sample preparation, spotting, labeling, hybridization, scanning, data analysis to visualization. Biotech World's cover on February this year featured PerkinElmer's complete solution.
In order to adapt to the increasingly in-depth research of protein chips, PerkinElmer provides a complete set of instruments and consumables. Among them, the non-contact chip spotter Piezoray is the advanced chip spotting system of Zui, with precision up to pL level, especially suitable for A protein chip with a high viscosity of the sample and requiring accurate quantification is prepared.
Many representative chip manufacturers and research units in China have adopted the products and software of the PerkinElmer chip product line. Shanghai's United Gene Technology Group purchased 50 PerkinElmer chip scanners in one operation in 2000. The chip spotting instrument and scanner used by the Beijing Institute of Genomics of the Chinese Academy of Sciences (Beijing Huada Gene Research Center) are all PerkinElmer. The rice genome-wide chips prepared by them have more than 60,000 genes on two slides. There are more than 30,000 genes on a single chip, and both the spot density and the spotting effect are very good.
Packard Company of PerkinElmer has more than 30 years of experience in laser technology development and application. The ScanArray Express series of laser confocal chip scanning systems have been developed with a number of unique design patents for high sensitivity of a variety of fluorescent samples. analysis. PerkinElmer is a leader in the field of chip scanners, and has a large market share in the global market. It also plays an important role in the domestic scanner market, with sales exceeding 100 units.
Cold Spring Harbor Company Cold Spring Harbor Company started in Taiwan in the 1980s and borrowed the name of the Cold Spring Harbor Laboratory in the United States. Other aspects have nothing to do with the Cold Spring Harbor Laboratory. Cold Spring Harbor now has offices in four cities in Beijing, Shanghai, Guangzhou and Chengdu, specializing in foreign biotechnology products.
In the mainland business, biochips account for half of the business volume. Cold Spring Harbor Company's agent Axon has more than 50 users, and has sold more than 70 units, one at least 30,000 US dollars, which has a high market share in the domestic scanner market.
In the past, Cold Spring Harbor represented Gene Machine and Biorobotics' spotting instruments. These two companies were recently acquired by Genomic Solution, so the agency rights were naturally attributed to Hong Kong Gene Company, which has been acting as Genomic Solution. Now, the cold spring port is the agent of the British Genetix company, a set of at least 90,000 US dollars. In the spotter market, due to changes in the market value of the agent products, the share of Cold Spring Harbor in the spotter market decreased, and the market share of the gene company increased slightly.
Shenzhen Jingmei Biochem and Hitachi's wholly-owned subsidiary Miraibio in the United States, as a fully independent full-service provider, provide Luminex technology-based software and hardware and kit development and application services for domestic and Hong Kong users. Since its launch in March last year, so far, about 10 Luminex have been sold in one year, each of which is about $60,000.
Jingmei published an advertisement for Luminex liquid phase chip system in "Biotechnology World". For the sales and market performance of this system, Jingmei's total Luo Min said: "Our sales are very small, I am not very satisfied. Most of the customers have not started their work, a small number of customers have started their work, and they have encountered some problems. We feel that the quality of the entire user is still a problem. In fact, this is not a single manufacturer can solve. At present, users are mainly research units. Detecting some of the projects they are doing and they want to develop them themselves. Our aim is to enable them to pass the national drug test. So we are strengthening this work and set up a group in Beijing to specialize in manufacturing, R&D and crafts. In preparation for the large-scale sale of the Luminex platform in the future."
Dongsheng Innovation Illumina launched the microbead chip lab and platform last summer. Dongsheng Innovation began selling in China in January this year. In April this year, Biotechnology World was in the “Technology Frontier·Bioinformation Technology†column. The technology and application of the microbead chip is described in detail in the article and will not be described here.
Due to the SNP analysis of the microbead chip, the technology is groundbreaking. It is a good chip system with high throughput and good performance. Although the price is very expensive, it has a place in the high-end research market. In just half a year, Dongsheng Innovation sold a fully automated laboratory complete system, 20 million yuan, a semi-automatic work platform, more than 3 million yuan, equivalent to the annual turnover of some small domestic companies.
In the biochip market, Dongsheng Innovation has come to the forefront and is a dark horse worthy of attention. In the past, the industry thought that the general trend was that prices fell and competition in the low-end market would intensify, but Illumina's products directly hit the high-end market, and the industry was shocked.
Domestic companies have begun to develop low-cost chip instruments and promote sales through the provision of local services, which has already improved slightly in market development. Some domestic enterprises only produce microarray chips, but they do not produce equipment. As a result, scientific research units can't afford foreign equipment, and their own chips cannot be sold. Boao has the electromechanical foundation of Tsinghua and has strong research and development strength. In fact, the threshold of biochip instruments is not high, and the domestic team has the ability to develop independently. The equipment is comparable to foreign technology, but it is much cheaper.
From the market positioning of low-cost biochips, it is still relatively accurate. China is a "world factory" with abundant cheap labor. It has established an unquestionable market position in the manufacturing industry and should have a cost advantage in the biochip industry. The technology of biochip instruments is not high in itself, but the international market is expensive and should have a high profit margin. Boao has focused on biochip instruments and should have a price competitive advantage in the entire international market. However, Boao has no experience in market operation. How to establish effective international and domestic market channels has become a bottleneck affecting the success of Boao market.
The market is fiercely competitive, and high-end products are constantly pouring into the domestic market. It is difficult for domestic low-priced products to enter the international market. As new products continue to be introduced, the price of expensive instruments in the international market will certainly decline gradually, stimulating the demand of more users, and the scale of the instrument market will increase.
Since the point chip has gradually narrowed the number of custom chip customers, the UK Frost & Sullivan company divided the biochip market into commercial chips, self-pointing chips and software products market. The dot matrix market includes spotters, scanners and hybrids with self-pointing instruments, and related reagents, data, and blank substrates. Commercial chips are expected to dominate the market in the future. Both of these markets face the same challenges. Only by accurately predicting the market trend, successfully responding to market threats, better defining and satisfying customer needs, can we develop smoothly.
Frost & Sullivan's "Strategic Analysis of the World DNA Chip Market" believes: "Commercial chips now account for 57% of the market revenue, but due to the promotion of standardized platforms, the market for commercial chips is growing faster than that of self-pointing chips. The market share will continue to increase."
Foreign biochips are mainly used for scientific research. The domestic use is mainly for clinical use, mainly for customization, and is done according to the needs of customers. Some research customers don't want to buy the spotter themselves, and the service department uses the other's spotter to make the chips they need. In 2002, Dr. Evergreen Mountain of Beijing Nosie Genome Research Center Co., Ltd. (National Human Genome Northern Research Center) spent $1,600 on 12 tumor chips from Genomics, Germany, of which only 4 were qualified products and 8 were Cheap practice chips. At that time, Dr. Chang purchased a scanner from Packard Bioscience of the United States for $60,000. Because of the high price, there is no chip on the market that he requested. Now they have not purchased the ready-made chips, and they have to go to the chip service companies to do the chip spotting. He used this chip for more than 2,000 points, each point needs 1.5 yuan, an average of more than 3,000 yuan each, his laboratory has already ordered dozens of.
What customers need now is the experimental service. Customers only need to provide experimental samples, and the service department can deliver data reports after 10 business days. The data analysis report includes analysis of differences in expression of all genes in different samples, SOM cluster analysis of multiple samples, and post-zui analysis results.
Zhao Sheng's innovative market Zhao Xi wrote in his letter: "The future development trend of chips is: high performance, low price, strong customization ability. High performance, many manufacturers have already done it; but many products are very expensive, making many Customers are reluctant to use chip technology. The 1,500-yuan human genome chip we are launching is trying to give the industry and customers a "shock" and greatly promote the trend of chip price reduction. I very much agree with you that the chip has entered The era of customization. Illumina and Iuminx are highly respected by the world, largely because of their customization capabilities. So Dr. Yang Hongwei, director of the Shanghai Chip Center, said that the entire chip industry has transitioned from matrix chips to microchips. Custom chip transitions. And under this trend, many domestic chip companies have a lot to offer. They can provide a large number of customers with unique customized services." â–
In order to comprehensively and objectively reflect the domestic biochip market, the first draft of this article was sent to more than 60 biochip related units by e-mail, including enterprises, research institutes, universities and hospitals. The interviewees and unit leaders written in the request letter. Reviewing relevant content, soliciting suggestions for revision, and supplementing new materials, received strong response from the industry. More than 20 organizations responded to e-mails and interviewed nearly 20 people, including corporate generals, vice presidents, products, markets, market research, application engineers, hospital quarantine directors, doctors, research unit researchers, university professors, who This article provides a wealth of materials that basically reflect the face of the domestic biochip market. I would like to thank them.
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2004年,国内的生物芯片市场éžå¸¸æœ‰é™ï¼Œè¿˜ä¸»è¦åœ¨ç ”究芯片市场,估计1亿多元人民å¸ã€‚2004å¹´å…¨çƒç”Ÿç‰©èŠ¯ç‰‡å¸‚åœºå¯èƒ½æœ‰7-10亿美元,国内市场约为全çƒå¸‚场总规模的2%。为了全é¢çš„估计国内市场规模,笔者一直在努力,但zui终没有得到满æ„çš„ç”æ¡ˆã€‚市场ä¸é€æ˜Žï¼Œå› 为国内所有的生物芯片ä¼ä¸šéƒ½æ²¡æœ‰ä¸Šå¸‚,业绩ä¸å…¬å¸ƒï¼Œç”šè‡³æœ‰äº›äº§å“çš„ä»·æ ¼éƒ½ä¸æ„¿æ„公开。下é¢çš„市场数æ®ï¼Œæœ‰äº›æ˜¯ç¬”者采访得到的,有些是ä¼ä¸šä¸»åŠ¨ä¹¦é¢æä¾›çš„ï¼Œæœ‰äº›æ˜¯ç¬”è€…æ ¹æ®ç›¸å…³èµ„料估计的,在这里公布出æ¥ï¼Œæ˜¯ä¸ºäº†æä¾›ç»™è¯»è€…一个大致的市场轮廓:
·在国内市场上,ä¸å›½å°æ¹¾å†·æ³‰æ¸¯å’Œé¦™æ¸¯åŸºå› å…¬å¸ä»£ç†çš„艾éžï¼ˆAffymetrix)产å“在ä¸å›½ä¸¤å²¸ä¸‰åœ°çš„销售é¢å’Œç›¸å…³æœåŠ¡é¢„è®¡è¿‘5,000万元;
·上海生物芯片ã€é™•西超英ã€è¥¿å®‰è”å°”ã€ä¸Šæµ·åº·æˆã€ä¸Šæµ·åšæ˜Ÿã€åŒ—京åšå¥¥ç‰å‡ å®¶å…¬å¸å”®å‡ºçš„生物芯片产å“ä»¥åŠæä¾›çš„ç›¸å…³æœåŠ¡é¢„è®¡è¿‘2,000万元的规模;
·åŽè”ã€æ™¶å®‡ã€èµ›äºšå’Œé¦™æ¸¯åŸºå› 芯片公å¸åœ¨æœ¬åœ°çš„生物芯片相关产å“å’ŒæœåŠ¡æ”¶å…¥è¿‘1,000万元人民å¸ï¼›
·ç€é‡‘埃尔默公å¸å’Œå®‰æ·ä¼¦åœ¨ä¸å›½çš„销售é¢ã€æ·±åœ³æ™¶ç¾Žå’Œå…¶ä»–å…¬å¸ä»£ç†é”€å”®çš„ç”Ÿç‰©èŠ¯ç‰‡ä»ªå™¨ä»¥åŠæä¾›çš„ç›¸å…³æœåŠ¡é¢„è®¡è¿‘2,000万元的市场规模;
·今年上åŠå¹´ï¼Œä¸œèƒœå°±å·²ç»å–出了2,000多万元的Illumina产å“和技术。
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西安è”尔的生物芯片诊æ–系统å´å—到了医院的欢迎。在8月份,笔者采访了è”尔总马秦è£ï¼Œä»–说:“生产能力赶ä¸ä¸Šé”€å”®çš„,å¯èƒ½ç›®å‰å°±æˆ‘们一家。â€åŽŸæ¥ï¼Œè”尔的多ç§ç–¾ç—…诊æ–系统的å¯é‡å¤æ€§ã€ç¨³å®šæ€§ç‰è´¨é‡æŒ‡æ ‡å‡å¾—到客户的认å¯ã€‚
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åšå¥¥å¾®é˜µåˆ—与生物信æ¯éƒ¨ä¸»ä»»å¼ 亮认为:“生物芯片技术目å‰è¿˜åªåœ¨ç§‘ç ”é¢†åŸŸæœ‰åº”ç”¨ã€‚å¯¹äºŽä¸´åºŠï¼Œå…¶å®žå¹¶æ— æˆç†Ÿäº§å“。生物芯片å¯ä»¥è¯´çœŸæ£çš„高技术,是多å¦ç§‘的交å‰ï¼Œä¸æ˜¯å‡ 个生物工作者就能玩开的,相关专业人æ‰åŒ®ä¹ï¼Œè€Œå›½å†…é‡å¤æŠ•入到硬件设备方é¢çš„钱多,å´åˆæ²¡æœ‰äººæ¥åšï¼Œå¯¼è‡´é—²ç½®çŽ‡é«˜ã€‚ä¸å›½ç”Ÿç‰©èŠ¯ç‰‡æŠ€æœ¯åªå¯èƒ½æ¶Œçް1-2家领头羊公å¸ï¼Œèƒ½é›†ä¸å…¨å›½çš„人力ã€è´¢åŠ›å’Œç‰©åŠ›åšå‡ºä¸å›½è‡ªå·±ç”Ÿç‰©èŠ¯ç‰‡çš„äº§å“。â€
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为了全é¢äº†è§£å°æ¹¾çš„生物芯片产业,近3个月æ¥ï¼Œç¬”è€…ä¸€ç›´åœ¨ä¸Žå°æ¹¾ç”Ÿç‰©èŠ¯ç‰‡å会和ä¼ä¸šè”络采访。9月3æ—¥ï¼Œå°æ¹¾ç”Ÿç‰©èŠ¯ç‰‡å会ç†äº‹é•¿ç•™å¿ æ£åšå£«æŽ¥å—了笔者的采访,详细介ç»äº†å°æ¹¾ç”Ÿç‰©èŠ¯ç‰‡çš„å‘展情况。
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国际上的生物芯片稳定下æ¥ï¼Œå¤§çš„åªæœ‰ä¸¤ã€ä¸‰å®¶ï¼Œå¸‚场还没有大到需è¦ä»£å·¥ï¼ŒäºŽæ˜¯å¾ˆå¤šå…¬å¸ä¸æ˜¯è½¬åž‹äº†ï¼Œå°±æ˜¯æ¶ˆå¤±äº†ã€‚晶宇公å¸å¼€å§‹å¾€æµè¡Œç—…检测ã€ç³»ç»Ÿå’Œæµç¨‹å‘展,åŽè”ç”Ÿç‰©ç§‘æŠ€æ˜¯å°æ¹¾*å®¶æœ¬åœŸç ”å‘生产微阵列芯片的公å¸ï¼Œæœ‰ä¸€äº›æ—©æœŸæˆç«‹çš„å°å…¬å¸ï¼Œå¦‚å°æ¹¾åŸºå› ,他们把以å‰åšå¾®é˜µåˆ—的基础用æ¥åšå¾®é˜µåˆ—设备。冷泉港是艾éžå…¬å¸çš„代ç†å•†ï¼Œä»¥å‰è¿˜åšè‰¾è²èŠ¯ç‰‡æœåŠ¡ï¼ŒçŽ°åœ¨åªå–设备,艾è²èŠ¯ç‰‡æœåŠ¡ç”±èµ›äºšåŸºå› æ¥åšäº†ã€‚
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