Strategic Analysis on Building Competitive Barriers for Domestic Home Medical Device Brands

Current healthcare consumption is undergoing profound structural changes, showing the following core characteristics:

• Cognitive Upgrade
  : Consumers are shifting from disease treatment to health prevention and risk management, leading to a surge in demand for active health management. According to the latest industry research, wearable health sensing technology is undergoing a key transformation from “data tracking” to “intelligent health management” in 2025, and the global wearable sensing market is expected to be worth $5.5 billion by 2025 [1]

• Technology Maturity
  : Deep integration of AI, IoT, biosensors and other technologies enables integrated multi-parameter physiological monitoring. Modern devices have achieved real-time continuous collection of key physiological indicators such as heart rate, blood pressure, blood glucose, blood oxygen and body temperature [1]

• Policy Catalysis
  : The Digital China and Healthy China strategies promote the digital upgrading of the healthcare industry, and AI is fully integrated into the entire process of medical device R&D, production and service [3]

• Blood Pressure Monitors
  : Omron accounts for about 60% of the market share, and Japanese brands collectively hold a 70% market share [2]
• Blood Glucose Meters
  : Foreign brands such as Johnson & Johnson, Roche and Omron account for about 50% of the market share [2]
• CGM (Continuous Glucose Monitoring)
  : Dominated by Abbott, which uses patent encirclement strategies to block domestic manufacturers from going overseas [2]

• Oxygen Concentrators
  : Yuwell Medical accounts for about 60% of the market share and has achieved independent production of core components such as compressors [2]
• Blood Glucose Meters
  : Sansure Biotech responds to challenges through technological route innovation (silver-carbon electrodes + biocompatible membranes) and patent layout [2]
• Electronic Blood Pressure Monitors
  : Andon Health, as the largest domestic brand, has a market share of about 15% [2]

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“Lightweight scenarios” are not simply about device miniaturization, but refer to

.

• Form Innovation
  : Evolution from desktop devices to wrist-worn, patch, ring and other forms. Smart rings are rising rapidly with their small size and high-precision signal collection capabilities, and smart glasses have made breakthroughs in lightweight design and health tracking capabilities [1]

• Ultra-Simple Operation
  : Simplify interaction processes for the elderly and people with digital divides. Sansure’s three-in-one tester integrates blood glucose, blood pressure and uric acid testing functions, with design considerations for elderly users’ habits; its simple operation allows everyone to easily use it [2]

• Scenario Penetration
  : Extend from living rooms and bedrooms to diversified scenarios such as car, office and travel to achieve full spatial and temporal coverage of health monitoring

• AI-Enabled Active Intervention
  : Generative AI transforms devices from “data recording tools” to active health management coaches, which can real-time analyze multi-dimensional data such as ECG rhythm, respiratory rate and skin temperature, identify atrial fibrillation and other arrhythmias, and provide early warnings [1]

• Telemedicine Closed Loop
  : The system can real-time collect physical parameters and upload them to the cloud; when abnormalities occur, it automatically alerts medical staff and family members, realizing the “monitoring-analysis-intervention” closed loop. For the elderly and high-risk patients, this technology has extended to home care environments [1]

• Health Scoring System
  : Generate personalized health scores and recommendations based on activity and sleep patterns, converting complex physiological data into intuitive action guidelines [1]

• Multi-Source Data Fusion
  : Integrate wearable devices, home medical devices, electronic medical records and lifestyle data to build 360-degree user health profiles

• AI Algorithm Optimization
  : Apple Watch 10 realizes non-invasive blood glucose monitoring through AI algorithms with an error rate of less than 5%, and is expected to occupy 40% of the high-end market by 2025 [1]

• Chronic Disease Management Scenario
  : Wearable devices play an increasingly prominent role in the management of chronic diseases such as diabetes and cardiovascular diseases. New biosensors based on microfluidic technology have significantly improved monitoring accuracy and stability [1]

• Women’s Health Exclusive Scenario
  : Solutions for in-depth monitoring of women’s menstrual cycles have emerged in the market, realizing personalized functions such as hormone change tracking and fertility window prediction through deep integration of biosensors [1]

• Workplace Health Management Scenario
  : Provide integrated solutions such as stress monitoring, fatigue assessment and exercise recommendations for people with “health debts”

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• Multi-Parameter Integrated Monitoring
  : Modern devices have achieved real-time continuous collection of key physiological indicators such as heart rate, blood pressure, blood glucose, blood oxygen and body temperature. Some devices can provide medical-grade precision data through built-in ECG monitoring functions [1]

• Deep Integration of Biosensors
  : Optical sensing technology (PPG) continues to evolve, expanding from wrist devices to small forms such as smart rings, obtaining stronger signals through transmissive readings. Cuffless blood pressure monitoring technology has been approved by the FDA [1]

• Medical Large Model Application
  : Ping An Good Doctor has built a “Ping An Medical Bot” 7+N+1 medical AI product system; Yuanxin Technology has created a “Yuanquan Partner Intelligent Agent Cluster”, which significantly improves health management compliance [3]

• Personalized Intervention Recommendations
  : Sansure Biotech’s self-developed SinoGPT system aims to convert massive monitoring data into personalized intervention recommendations and build a “monitoring-analysis-intervention” closed loop [4]

• Disease Risk Prediction
  : Cyber领航 (Cyber Navigation) has self-developed a disease risk assessment medical large model and built a full-cycle digital health management platform, promoting the industry’s transformation from “single service” to “ecological collaboration” [3]

• In-Hospital and Out-of-Hospital Linkage
  : Integrate CGM data streams into hospital HIS systems, Internet medical platforms and in-depth cooperation with insurance companies to enhance user stickiness and product added value [4]

• Medical-Drug-Insurance Closed Loop
  : Through data connectivity, realize an integrated solution of “device + data + algorithm + service”; hospitals’ evaluation standards for devices have also shifted from single performance parameters to full-life-cycle efficiency [3]

• Data Security and Compliance
  : Sansure Biotech faces data compliance challenges (how to safely connect in-hospital and out-of-hospital data) and grass-roots implementation challenges (how to lower the threshold for grass-roots medical institutions to use and realize data interconnection) [4]

• Data Standardization
  : Establish unified data standards and interface specifications to realize data interconnection across devices and platforms

• Continuous Algorithm Optimization
  : Iterate algorithms based on real-world data to continuously improve prediction accuracy and intervention effectiveness

• Multi-Modal Fusion Analysis
  : Integrate physiological data, imaging data, genetic data and behavioral data to build a more comprehensive health assessment model

• Cross-Border Cooperation
  : Establish strategic cooperation with hospitals, insurance companies, Internet medical platforms and pharmaceutical companies

• User Community Operation
  : Build patient communities and health management communities to enhance user stickiness and product dependency

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• Product Matrix Improvement
  : Cover multiple categories such as respiratory oxygen generation, blood glucose monitoring, blood pressure monitoring and infection control; oxygen concentrators account for about 60% of the market share [2]

• Digital Transformation
  : Build an intelligent medical device health monitoring ecosystem through “intelligent production + intelligent storage + intelligent logistics” [2]

• Public Welfare Brand Building
  : During the 2025 “City Rider Day” event, Yuwell Medical donated 1 million care medical kits to 1 million riders to enhance brand warmth [3]

• Independent production of core components (such as compressors) [2]
• Multi-category collaborative home health scenario coverage
• Omni-channel layout online and offline

• Technological Route Innovation
  : The third-generation CGM sensor adopts the core of “silver-carbon electrode + biocompatible membrane”, avoiding the electrochemical electrode structure technical route dominated by Abbott, and has applied for more than 100 invention patents [2]

• Global Market Layout
  : The second-generation CGM product has obtained EU CE MDR certification and has taken the lead in non-UPC jurisdictions such as the UK, Switzerland, Spain and Poland [2]

• Digital Management Platform
  : The new CEO proposed the vision of “a globally leading diabetes digital management expert” and transformed from device manufacturing to diabetes digital management services [4]

• Cost and supply chain advantages: Localization substitution of core raw materials makes innovative products “affordable” [4]

• Ecological construction: Open digital health platform, integrate data streams into diagnosis and treatment and health management processes [4]

• Global brand building: Establish brand awareness and trust in mainstream European and American markets [4]

• Omni-channel coverage (online e-commerce, offline pharmacies, medical institutions)

• Category expansion (from single category to full home health scenarios)

• Digital service capability building

• Channel network scale effect

• Supply chain management capability

• Brand awareness and user trust

• Cooperated with Silicon-based Bionics to launch the CGM product GS1, completing the closed loop of the chronic disease management product matrix from blood pressure monitoring to blood glucose monitoring [2]

• Showcased health management solutions covering multiple fields such as cardiovascular and metabolic diseases at the 2025 CIIE [2]

• Quickly fill product line gaps through strategic cooperation

• Expand overseas markets through international brand channels (Silicon-based Bionics expands overseas markets through Omron’s channels) [2]

• Build full-chain health management capabilities of “monitoring-diagnosis-intervention”

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• Biosensor Innovation
  : Improve monitoring accuracy and stability based on microfluidic technology, optical sensing technology (PPG), etc. [1]

• Multi-Parameter Integration
  : Evolve from single-point monitoring to multi-parameter integrated monitoring, such as Sansure’s three-in-one tester integrating blood glucose, blood pressure and uric acid testing [2]

• Self-Development of Medical Large Models
  : Ping An Good Doctor’s “Ping An Medical Bot”, Cyber Navigation’s disease risk assessment medical large model, Lejian Health’s “Tianrui Qiyuan Medical Large Model”, etc. [3]

• Personalized Algorithms
  : Build personalized algorithm models combining users’ physiological characteristics, living habits and disease history

• Response to Patent Encirclement
  : Sansure Biotech builds patent barriers through technological route innovation and more than 100 invention patents [2]

• International Patent Layout
  : Conduct patent layout in target markets in advance to prevent patent risks

• User Data Accumulation
  : Accumulate massive real-world data through device sales and user operations

• Data Annotation Capability
  : Establish professional medical data annotation teams and processes

• Multi-Source Data Fusion
  : Integrate device data, medical data, behavioral data and environmental data

• Data Security and Compliance
  : Comply with international data protection regulations such as GDPR and HIPAA, and meet domestic requirements of the Data Security Law and Personal Information Protection Law

• Health Profile Construction
  : Build accurate user health profiles based on multi-dimensional data

• Prediction Model Development
  : Develop disease risk prediction and health trend early warning models based on machine learning

• AI Health Coach
  : Generative AI provides personalized health advice and intervention plans [1]

• Telemedicine Integration
  : Cooperate with Internet medical platforms to provide online consultation, prescription issuance and medication guidance services

• Patient Communities
  : Build communities for patients with chronic diseases such as diabetes and hypertension to provide peer support and experience sharing

• Health Communities
  : Build health management communities for healthy people focusing on exercise, nutrition and sleep

• Commercial Insurance Cooperation
  : Cooperate with insurance companies to include health management services in insurance products

• Medical Insurance Payment Innovation
  : Explore including health management services in medical insurance payment scope

• Upstream Supply Chain
  : Establish strategic cooperation with core component suppliers such as sensors and chips

• Midstream Channels
  : Establish in-depth cooperation with pharmacies, e-commerce platforms and medical institutions

• Downstream Services
  : Establish ecological cooperation with Internet medical platforms, insurance companies and physical examination institutions

• Medical + AI
  : Cooperate with AI technology companies to improve algorithm capabilities

• Medical + Finance
  : Cooperate with insurance companies and banks to develop health financial products

• Medical + Real Estate
  : Cooperate with elderly care communities and health care real estate to embed health management services

• Technology Export
  : Expand overseas markets through technology authorization and ODM

• Brand Export
  : Establish overseas brand awareness through mergers and acquisitions and strategic cooperation

• Channel Export
  : Establish cooperation with overseas channel partners and distributors

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• Focus on technological upgrading and user experience optimization of core single products (such as blood glucose meters and blood pressure monitors)

• Iterate AI algorithms quickly to improve data analysis and prediction capabilities

• Launch lightweight and scenario-based innovative products

• Establish a data middle platform to integrate multi-source data

• Establish data annotation and algorithm training capabilities

• Accumulate data quickly through user operations

• Build a basic health management service platform

• Establish preliminary cooperation with Internet medical platforms

• Launch pilot user community operations

• Expand product matrix to cover more health monitoring categories

• Launch integrated and platform-based health management solutions

• Layout next-generation technologies (such as non-invasive blood glucose monitoring and AI diagnosis)

• Establish an industry-leading health database

• Develop medical large models with independent intellectual property rights

• Form a flywheel effect of algorithms and services through data accumulation

• Build an open health management platform and access third-party services

• Deeply cooperate with insurance companies and medical institutions

• Form a large-scale paid user group

• Build an ecological system through investment and mergers and acquisitions

• Establish strategic cooperation with upstream and downstream enterprises

• Explore overseas paths

• Transform from device manufacturer to globally leading health management service provider

• Establish global brand influence in core categories

• Become a core node in the medical and health ecosystem

• Global R&D network layout

• Global brand building and channel expansion

• Global compliance and risk management capabilities

• Continue to increase R&D investment to maintain technological leadership

• Protect technological innovation through patent layout

• Pay attention to disruptive technological trends (such as new sensors and AI breakthroughs)

• Avoid reliance on a single category or market

• Establish a diversified product matrix and market layout

• Strengthen brand building and user stickiness

• Establish a professional regulatory affairs team

• Layout international certifications (such as FDA and CE) in advance

• Pay attention to policy changes and adjust strategies in a timely manner

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Domestic home medical device brands are standing at the风口 of historical opportunities. The shift in consumption trends from “passive treatment” to “active management”, combined with the maturity of AI and IoT technologies, provides domestic brands with the possibility of “overtaking on curves”.

By

to lower the threshold for using professional medical resources and to build the “monitoring-analysis-intervention” value chain, domestic brands are fully capable of upgrading from “Made in China” to “Chinese Brand” and “Chinese Service”, and eventually becoming “globally leading digital health management experts”.

This transformation is not only an upgrade of business models but also an era relay about China’s medical innovation capabilities. It requires enterprises to move from “scale manufacturing” to “technological innovation and global brand operation”, from “selling products” to “integrated solutions of device + data + algorithm + service”, and from “single-point breakthrough” to “ecological collaboration” [3,4].

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[1] Smart Medical Network - “2025 Development Trends of Wearable and Health Sensing Technologies”
http://www.cn-witmed.com/list/35/18090.html

[2] Industrial Technology Research Institute Industry Intelligence - “Integrated Diversified Services Become the Key to Success in China’s Home Medical Device Market”
https://twcsi.hoeart.com.tw/topic_detail.php?Iid=271

[3] Tencent News - “Abbott’s Patent Encirclement Upgrades Again, Domestic CGM Faced with Serial Blockades”
https://news.qq.com/rain/a/20260103A02OM400

[4] East Money - “New Leadership Leads Sansure Biotech into the ‘Deep Water Area’ of Global Digital Chronic Disease Management”
https://caifuhao.eastmoney.com/news/20260105063332364941770

[5] China Science and Technology Network - “2025 Digital Medical End-of-Year Innovation White Paper: AI Combined with Brain-Computer Interface Becomes a New Trend”
https://m.tech.china.com/redian/2025/1229/122025_1789521.html