Will the Chinese microfluidics industry change the worldwide microfluidic landscape?
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3. 3
Biography & contact
ABOUTTHE AUTHORS
Sébastien Clerc
Sébastien Clerc works as a Medical Technologies & Market Analyst at Yole Développement (Yole). As part of the Medical
Technologies (MedTech) business unit, Sébastien has authored a collection of market and technology reports dedicated to
topics such as microfluidics, point-of-care, MEMS for healthcare applications, and connected medical devices. In parallel, he is
regularly involved in custom projects including strategic marketing, technology scouting, and technology evaluation, designed to
help academic and industrial players in their innovation processes. Leveraging his technology and market expertise, Sébastien
has spoken at more than 10 industry conferences worldwide in the last two years.
Sébastien graduated from Grenoble Institute of Technology (Grenoble INP - Grenoble, France) with a master’s degree in
Biomedical Technologies. He then completed his cursus with a master’s degree in Innovation and Technology Management from
the same institute.
Email: clerc@yole.fr
Hong LIN
Dr. Hong Lin works at Yole Développement (Yole), as a Technology and Market Analyst, Compound Semiconductors within the
Power & Wireless division since 2013. She is specialized in compound semiconductors and provides technical and economic
analysis. Before joining Yole Développement, she worked as R&D engineer at Newstep Technologies. She was in charge of the
development of cold cathodes by PECVD for visible and UV lamp applications based on nanotechnologies. She holds a Ph.D in
Physics and Chemistry of materials.
Email: lin@yole.fr
4. 4
OBJECTIVES OF THE REPORT
• Identify microfluidics applications in China and understand the associated ecosystem
• Identify the local technologies and understand their ability to answer market needs
• Provide a mapping of the players at each level of the supply chain
• Explain how the Chinese players compare to western players in terms of expertise, know-how and capabilities, how they are working
together, and understand if there is a threat for western players
• Understand how this ecosystem may evolve
• Provide market data 2016 and 2017 and provide forecasts 2017 – 2023
• Provide a brief overview of the microfluidic Intellectual Property landscape in China
• Provide company profiles of all the identified Chinese players
• Obtain a global vision of the Chinese microfluidic market, taking into account real industrial concerns, along the whole supply chain, and
considering both Chinese and foreign players
5. 5
TABLE OF CONTENTS (1/2)
Executive Summary p.10
Landscape overview p.40
Definitions and introduction
Mapping of Chinese microfluidic players
Market landscape
Funding model
Comparison between China and other countries
China’s strengths
Why is the government supporting microfluidics?
Poor ecosystem for system development
Drivers for microfluidics adoption in China
Chinese companies starting business abroad
Conclusions
Patent analysis p.67
Market data and forecasts p.84
Microfluidic-based products (volume)
Microfluidic-based products (value)
Microfluidic-based products: market share
Microfluidic devices (value)
Microfluidic-based products: value of the chip
Microfluidic devices: market share of Chinese fabs
What tomorrow could look like
Several applications, different dynamics p.94
Applications & dynamics
Pharma chips production
NGS in China: market share, BGI strategy
Some applications/technologies are expected to grow rapidly
Foreign microfluidic companies in China
Conclusions
6. 6
TABLE OF CONTENTS (2/2)
Supply chain and value chain p.108
Introduction
Microfluidic cartridge production: different models
Repartition of Chinese players per type of company
Microfluidic chip processing equipment
Materials
Players capabilities
Examples of production collaborations
Foreign players in China
Distributors for western players
Other examples of collaboration
How do fabs position?
Technical capabilities
Chinese players working for western companies
Demand for glass microfluidics
Reagent deposition capabilities
Interactions between world regions
Criteria for selecting a development and industrialization partner
Value chain for point-of-need applications
Conclusions
Examples of products & company profiles
p.133
Regulatory & market access p.168
Report conclusion p.177
7. 7
SCOPE OF THE REPORT
This report aims to explain the status of the
microfluidics industry in Mainland China (Taiwan
and Hong-Kong are thus not included).
It covers:
- Chinese microfluidic players having
activities in China and abroad
- Foreign microfluidic players having
activities in China
Hong Kong
Taiwan
8. 8
INTRODUCTION
Definition: our vision of microfluidics
What do we
consider as
microfluidics?
• Microfluidics is the science and technology that deals with the manipulation of fluids usually in the range of
microliters (10-6) to picoliters (10-12) and/or in networks of micrometer-size channels.
• Our definition of microfluidics encompass:
Active fluid management
techniques for very small volumes
Micro-fabricated devices with
channels below ~500µm in size
And/or
9. 9
INTRODUCTION
Our vision of the microfluidics market
• We divided these technologies in 2 components in order to better explain the microfluidics market:
• Microfluidic device:
• The microfluidic device is defined as the microfluidic technology manufactured. It can be a chip, a cartridge, a dispensing
tool, a flow control component and other types of microfluidic components.
• The microfluidic chips represent 85% of the market of the microfluidic device.
• Microfluidic product:
• The microfluidic product is defined as the microfluidic device packaged for sale for the end-user.
• The reagents are added to the device to create the product if needed.
• For example in point-of-care applications the microfluidic product is a microfluidic device where reagents are added, one
test corresponds to one microfluidic cartridge (even if it is sometimes possible to make several analysis on the product
(multiplexing).
• Example of the AlereTriage method Alere Triage® MeterPro
Source: Alere
Microfluidic device:
chip
Microfluidic product:
cartridge packaged with
reagents
Alere Triage® Cardiac Panel
Source:Alere
Microfluidic analyzer
Not taken into
account in the
market analysis
Most
microfluidic
devices are chips.
When combined
with biological
content, these
chips become
products
10. 10
MICROFLUIDIC APPLICATIONS DEFINITION
Microfluidic
technology is used
everywhere
Microfluidic
Applications
Clinical &
Veterinary
Diagnostics
Point of
Care
Diagnostics
Pharma &
Life Sciences
Research
Analytical
Devices
Industrial,
Environmental
& Agro-Food
Drug
Delivery
Micro
Reaction -
Flow
Chemistry
• Clinical and Veterinary Diagnostics
Laboratory equipment for clinical and veterinary
diagnostics
• Point-of-Care Diagnostics
Out-of-the-lab diagnostic equipment for near-patient
testing, intensive care, doctor’s offices, home testing
• Pharmaceutical and Life Science Research
Microfluidic devices for drug discovery and screening,
genomics, proteomics, cell analysis…
• Analytical Devices
Microfluidic chips and columns for mass spectrometry,
chromatography and HPLC sample preparation
• Industrial, Environmental and Agro-FoodTesting
Microfluidic-based tests for quality/process control and
water testing (pesticides, bacteria, etc.). Includes
military, security and forensics applications
• Drug delivery
Microfluidic devices for drug delivery, such as inhalers,
microneedles and implantable micropumps
• Micro Reaction – Flow Chemistry
Microfluidic devices for micro reaction involved in
research or in pilot-production units
11. 11
CHINESE MICROFLUIDIC LANDSCAPE: INTRODUCTION
• In recent years, China has become very active in point of care, high-throughput sequencing and other medical
diagnostics. In 2014, 229 Chinese companies active in microfluidics were identified*. We believe this number has
exploded in the past few years thanks to the government’s policy wanting to ensure a strong position of China in
this field, the availability of local inexpensive manufacturing technologies and the creation of many spin off
companies from research institutes.
• Indeed, the Chinese government has set up a strategic plan to comprehensively upgrade the Chinese industry and
make the country a major player, independent from other countries. This plan, named Made in China 2025,
includes a focus on pharmaceuticals and medical devices. Companies involved in these sectors will benefit from
almost unlimited funding by 2025 to catch up with foreign industries and take back significant market share in
China. As a key tool for diagnostics and life sciences applications, microfluidic technology will for sure benefit of
money spend in the context of this strategic plan.
• *Source: MinacNed
20. The Chinese government has created a strategic
plan to comprehensively upgrade the country’s
industrial sector and make China a major player
that is independent from other countries. This
plan, “Made in China 2025”, includes a focus on
pharmaceuticals and medical devices. Companies
involved in these sectors will benefit from almost
unlimited funding by 2025, with the goal to compete
with foreign industries and retake significant
market share.
As a key tool for diagnostics and life sciences
applications, microfluidic technology will surely
benefit from this massive spend. Indeed, the chinese
diagnostics market is currently dominated by large
international companies like Roche and Abbott, but
new Chinese companies are rising up to compete
with them. The opportunity is huge for these
emerging Chinese players, because the current
domination of foreign players results in products
that are considered too expensive and often way
beyond reimbursement thresholds. Thus, Chinese
players able to propose similar solutions at a lower
price will seriously threaten these giants’ position
in the Chinese market. We are not there yet
because performance and quality still don’t meet
the expectations, but the path to 2025 is long and
China’s industry is improving rapidly. Moreover,
demand is growing quickly: indeed, China already
hastheworld’slargestpopulation,onewhichisaging
rapidly and thus needs improved care. Additionally,
the end of the “one-child policy” has resulted in
numerous births and an increased demand in areas
such as non-invasive prenatal testing.
For all these reasons, the Chinese microfluidic
market will be strongly impacted. Yole
Développement (Yole)’s analysts expect that the
market for microfluidic-based products sold by
Chinese players will grow at a CAGR2017-2023
of 28%,
from $171M in 2017 to $754.1M in 2023.
CHINESE MICROFLUIDICS INDUSTRY 2018
Market & Technology report - July 2018
WITH AN EYE TOWARDS 2025, CHINA HAS LAUNCHED A DEEP
TRANSFORMATION OF ITS INDUSTRIAL SECTOR
Will the Chinese microfluidics industry change the worldwide microfluidic landscape?
KEY FEATURES
• Mapping of Chinese microfluidic
players
• Analysis of both local and foreign
players’ sales and positioning in
China
• Market landscape overview
• Comparison between China and
other countries
• Drivers for microfluidics adoption
in China
• Market data and forecasts 2017 -
2023 for microfluidic-based
products and for microfluidic
devices, in volume (units) and in
value ($M)
• Analysis of the dynamic
applications, with a focus on next-
generation sequencing
• Supply and value chain analysis,
with overview of Chinese players’
capabilities and limitations
• Company profiles
• First-level patent analysis
• First-level regulatory and market
access information
(Yole Développement, July 2018)
Tianjin
Beijing
Hangzhou
Wuhan
(Each-reach)
Chengdu Suzhou Shanghai
Shenzhen
*Non-exhaustive list of companies
THE CHINESE MICROFLUIDICS INDUSTRY: A FAST-MOVING ECOSYSTEM
As a consequence of governmental support,
numerous Chinese companies were recently spun-
off from several universities. Starting from 2002,
Government funding for microfluidic research
and microfluidic companies has reached several
tens of millions yuan per year, with a significant
explosion in recent years. The government is also
recalling Chinese executives and engineers who
have worked overseas for years in order to lead
these new Chinese companies and increase their
chances of success. Market demand is growing,
and students in microfluidics are being recruited
before they even graduate.
Yole has identified 40+ Chinese companies
involved in microfluidic device manufacturing
2018 - Mapping of Chinese microfluidic players*
21. CHINESE MICROFLUIDICS INDUSTRY 2018
CHINESE MICROFLUIDIC COMPANIES: A THREAT TO FOREIGN PLAYERS?
Among the Chinese companies that look promising,
Bohui and Micropoint are two which have full
capabilities for manufacturing their microfluidic-based
products, and their position is clearly to propose
alternatives to the diagnostic products sold by
international giants. Such companies are growing well
and finding success by proposing similar solutions to
the international giants, but at a much lower price.
Thanks to this strategy, some Chinese companies are
beginning to attract foreign customers who cannot
afford similar services at Western prices. Currently,
quality is still inferior to what foreign companies can
offer, but this could significantly change over the next
5 - 10 years.
Globally, this is the strategy of most Chinese
microfluidic players, at all levels of the supply chain:
propose “good enough” products or services at a
low cost, gain contracts, and grow quickly. The most
obvious example is that of BGI. The genomics company
has released DNA sequencers over the past three
years, first in China and now worldwide. Though BGI’s
technology is said to still trail the field’s gold standard
(i.e. Illumina), its aggressive pricing policy allows it to
rapidly gain market share and make significant progress
in terms of performance. Interestingly, numerous
people share the same opinion: “BGI will kill Illumina”.
It may be too early to make such a bold statement, but
one thing is sure: certain Chinese companies have the
potential to be a real threat to Western players, which
must find solutions to contest these Asian newcomers
in their respective markets, at all levels of the supply
chain.
This report details the current capabilities of more
than 25 Chinese microfluidic players and furnishes 30+
company profiles detailing who these players are.
and/or integration. Though a few companies (i.e.
CapitalBio) have existed since the 2000s, most of
these microfluidic companies have been around only
a few years, and some of them already have products
on the market. In fact, the timeline from company
inception to product commercialization seems much
shorter in China than abroad.
Today, the Chinese supply chain’s maturity is
similar to what Europe and the USA’s supply chain
resembled ten years ago: very few companies have
full capabilities (from design and prototyping to mass
manufacturing and back-end processing), and only
a few projects reach mass production. However,
China’s evolution should be much faster, and it won’t
take the Chinese industry 10 years to catch up. The
questions are: “What will be the first significant
commercial success?” and “Who will be the Chinese
versions of Cepheid and Abaxis, two American
diagnostic companies that in the 2000s found success
with microfluidic technology and were recently
acquired by diagnostic giants?”
In this report, Yole’s analysts explain how China’s
ecosystem may evolve over the next few years,
whether foreign players can survive, and how some
Chinese players are destined for big things.
How the Chinese microfluidic landscape could appear in a few years*
(Yole Développement, July 2018)
Microfluidics-
based revenue
Chinese
companies
Foreign
companies
Several international
giants with decreasing
market share
Numerous small
Chinese players with
medium revenue / low
market share
Few foreign players
(decreasing number)
with low revenue /
market share
Several Chinese
giants
*Non-exhaustive list of companies
Next-generation sequencing market share in China: what could happen by 2025?
(Yole Développement, July 2018)
67%
57%
Year 2017
US$ 379 MILLION
9%
12%
US$ 1,854 MILLION
13%
8%
24%
8%
Others
1%
Others
2 %
CAGR2017-2025
: 22%
And more…
Year 2025
22. MARKET TECHNOLOGY REPORT
COMPANIES CITED IN THE REPORT (non exhaustive list)
3M, Abaxis, Abbott, Affymetrix, Agilent Technologies, Alere, Anatech, BaiCare, BD, Beijing Bohui
InnovationTechnologies,Beijinge-science,BeijingGenomicsInstitute(BGIShenzhen),BeijingUnibio,Beijing
University of Technology, Berry Genomics, Biocartis, bioMérieux, Caliper Life Sciences (PerkinElmer),
CapitalBio, Celsee, Cepheid, Chinese Academy of Sciences, Chongqing University, Clearbridge Biomedics,
CNRS, Corning, Coyote Biosciences, Dalian Institute of Chemical Physics, Dalian University of Technology,
Daohui Biotech, Denz Bio-Medical, Digital Biosystems, Dolomite, Each-reach (Rongzhi Biotech), Elveflow,
Excbio, Fapon, Fluidigm, Fluigent, Foxgene, Fudan University, Funai Electric, Genetel Pharmaceuticals,
Getein Biotech, Guangzhou Sio Optics, Harbin Institute of Technology, Harvard College, HealthDigit,
Heto, Hicomp Microtech, Highland Best, Hochuen, Honeywell, HP, Huakairui, IBM, Illumina, Institute of
High Energy Physics, Inzign, Jiangsu University, JIER Machine Tool Group, LabSmith, Lianer Technology,
Little Things Factory, Maccura, Mesosbiosys, Micronit, Micropoint Biosciences, Micrux Technologies,
Mindray, MiTASChip, MNChip, Nanoctr, NanoEntek, NanoLite Systems, Nanomed Skincare, Oxford
Nanopore Technologies, Pacific Biosciences, Peking University, Philips, Prinzen Bio (Shanghai Yanzan
Biotechnology), Purui Kang, PushKang Biotechnology, Qiagen, Quanterix, Quidel, Ray Biotech, Rayme
Biotech, Renji Hospital, Robert Bosch, Roche, Samsung Electronics, Schott, Sensilicon (Shanghai Central
Core Electronics), Shanghai Baio Technology, Shanghai Biochip, Shanghai Biotechnology Corporation,
Shanghai Hengxin Biotechnology, Shanghai Industrial µTechnology Research Institute (SITRI), Shanghai Jiao
Tong University, Shenyang Machine Tool, SIASUN Robot Automation, Silex Microsystems, Sinochips,
Solvay, Sony, Southeast University, Superchip Technology, Suzhou Genso Optoelectronic Technology,
Suzhou Hailu Biotech (Halo), Tecnisco, Thermo Fisher Scientific, Tianjin Biochip, Tinker Bio, Tongfang
Biochip, Tsinghua University, University of California, Watmind, Wenchang Chip, Wenhao Chip, Yaneng
Bio, Yulong Biomedical, Zhejiang University, and more...
Executive Summary 10
Landscape overview 40
Definitions and introduction
Mapping of Chinese microfluidic players
Market landscape
Funding model
Comparison between China and other countries
China’s strengths
Why is the Chinese government supporting
microfluidics?
Poor ecosystem for system development
Drivers for microfluidics adoption in China
Chinese companies starting businesses abroad
Conclusions
Patent analysis 67
Market data and forecasts 84
Microfluidic-based products (volume)
Microfluidic-based products (value)
Microfluidic-based products - market share
Microfluidic devices (value)
Microfluidic-based products - chip value
Microfluidic devices - Chinese foundries’ market
share
What tomorrow could look like
Several applications, different dynamics 94
Applications dynamics
Pharma chip production
NGS in China - market share, BGI strategy
Some applications/technologies are expected to
grow rapidly
Foreign microfluidic companies in China
Conclusions
Supply chain and value chain 108
Introduction
Microfluidic cartridge production - different models
Repartition of Chinese players, per company type
Microfluidic chip processing equipment
Materials
Players’ capabilities
Examples of production collaborations
Foreign players in China
Distributors for Western players
Other collaboration examples
How do foundries position?
Technical capabilities
Chinese players working for Western companies
Glass microfluidics - demand
Reagent deposition capabilities
Interactions between world regions
Criteria for selecting a development and
industrialization partner
Value chain for point-of-need applications
Conclusions
Examples of products and company profiles 133
Regulatory and market access 168
Report conclusion 177
TABLE OF CONTENTS (complete content on i-Micronews.com)
OBJECTIVES OF THE REPORT
• Publish a global vision of the Chinese microfluidic market, taking into account real industrial
concerns along the whole supply chain, and considering Chinese and foreign players
• Identify microfluidics applications in China and understand the associated ecosystem
• Identify the local technologies and understand their ability to answer market needs
• Map players at each level of the supply chain
• Explain how Chinese players compare to Western players in terms of expertise, know-how,
capabilities, and how they work together, and understand whether they can threaten Western
players
• Examine how this ecosystem might evolve
• Provide 2016 - 2017 market data and furnish forecasts for 2017 - 2023
• Deliver a brief overview of China’s microfluidic IP landscape
• Provide company profiles for all identified Chinese players
AUTHORS
Sébastien Clerc worksasaTechnologies
Market Analyst, Microfluidics Medical
Technologies at Yole Développement
(Yole). Sébastien authored a collection of
market and technology reports dedicated
to topics such as microfluidics, point-of-care
and more. In parallel, he is daily involved in
custom projects. Thanks to its technology
market expertise, Sébastien has spoken
in more than 10 industry conferences
worldwide over the last 2 years. Sébastien
Clerc is graduated from Grenoble Institute
of Technology (Grenoble INP - Grenoble,
France) with a Master degree in Biomedical
Technologies. Then he completed his cursus
with a Master degree in Innovation and
TechnologyManagementinthesameinstitute.
Find more
details about
this report here:
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Dr.HongLinworksatYoleDéveloppement
(Yole), as a Technology and Market Analyst,
Compound Semiconductors within the
Power Wireless division since 2013. She
is specialized in compound semiconductors
and provides technical and economic
analysis.BeforejoiningYoleDéveloppement,
she worked as RD engineer at Newstep
Technologies. She was in charge of the
development of cold cathodes by PECVD
for visible and UV lamp applications based
on nanotechnologies. She holds a Ph.D in
Physics and Chemistry of materials.
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