Intuitive Surgical
ISRGleaderIntuitive Surgical is the pioneer and dominant leader in robotic-assisted surgery with its da Vinci platform. Over 9 million procedures have been performed using its systems, which are installed in hospitals worldwide.
ผลิตภัณฑ์และรายได้
สัดส่วนรายได้ผลิตภัณฑ์
โครงสร้างรายได้ ($7.9B)
ข้อมูลคงที่ (กำลังโหลดข้อมูลการเงิน…)
โครงสร้างส่วนงานและลูกค้าหลัก
รายละเอียดผลิตภัณฑ์
Multi-arm robotic surgical platforms for minimally invasive procedures
Single-use robotic instruments and drapes for da Vinci procedures
Robotic-assisted bronchoscopy platform for lung biopsy
System maintenance, training, and software licensing
ความสัมพันธ์ซัพพลายเชน
บริบทมหภาคและตลาด
메디케어 수가 압박 vs AI 진단 효율화 — 선별적 접근 필요
미국 헬스케어 지출 (2026E)
AI 진단 정확도 개선
UNH 의료손해율
약가 협상 대상 의약품
ตัวเร่งปฏิกิริยาที่จะมาถึง
ปัญหาห่วงโซ่อุปทาน
2026Q1 신규 da Vinci 5 설치 대수 412대로 분기 최고치. 총 설치 기반 9,500대 돌파로 소모품 매출 기반 확대.
미국 CMS가 로봇 보조 수술(da Vinci 포함)에 별도 기술료 가산 수가 도입. 병원 투자 회수 기간 단축으로 신규 시스템 구매 가속 예상.
Medtronic Hugo CE 마크 취득 후 유럽 공략 본격화. J&J Ottava 미국 FDA 심사 진입. 연성 조직 수술 시장 점유율 방어 비용 증가 전망.
ข่าวล่าสุด
การวิเคราะห์ AI
คลิก "รับการวิเคราะห์ AI" เพื่อรับการวิเคราะห์ซัพพลายเชนของ Intuitive Surgical
ข้อมูลบริษัท
ภาพรวมภาคส่วน — 헬스케어
ข่าวภาคส่วน메디케어 수가 압박 vs AI 진단 효율화 — 선별적 접근 필요
미국 헬스케어 지출 (2026E)
AI 진단 정확도 개선
UNH 의료손해율
약가 협상 대상 의약품
ธีมหลัก
- •CMS 메디케어 어드밴티지 수가 인하 → 보험사 마진 압박
- •AI 영상진단·병리학 도입 가속 — Tempus, Veracyte 수혜
- •GLP-1 보험 적용 확대 논의 → UNH·CVS 비용 증가 리스크
ตัวเร่งปฏิกิริยาที่จะมาถึง
- ◆CMS 메디케어 최종 수가 발표 (2026.Q2)
- ◆UNH/HUM/CVS Q1 실적 (2026.04)