Frost Radar : 로봇 지원 수술 기기(2025년)

A Benchmarking System to Spark Companies to Action - Innovation That Fuels New Deal Flow and Growth Pipelines

Robotic-assisted surgical devices (RASDs) have transformed surgical practice by enhancing precision, dexterity, and control during complex procedures. Robotic technology helps surgeons in terms of ergonomics, motion scaling, and tremor filtration. Pay-per-use models or leasing options can alleviate concerns about high acquisition and maintenance costs.

This analysis benchmarks leading vendors whose recent innovations in robotic systems, such as improved haptic feedback, artificial intelligence integration, and miniaturized designs, aim to address limitations and expand the scope of minimally invasive surgery. It underscores the transformative role of robotic assistance in surgery and provides insights into future directions for optimizing its clinical application, high costs, training requirements, and the need for further long-term studies to establish standardized protocols.

Frost & Sullivan analyzes numerous companies in an industry. Those selected for further analysis based on their leadership or other distinctions are benchmarked across 10 Growth and Innovation criteria to reveal their position on the Frost Radar™. The publication presents competitive profiles of each company on the Frost Radar™ considering their strengths and the opportunities that best fit those strengths.

Strategic Imperative and Growth Environment

Strategic Imperative

• Surgical robot companies are increasing investments in artificial intelligence (AI), machine learning, augmented reality (AR), and 5G to enhance surgical precision, visualization, and remote surgery (telesurgery) capabilities. The focus is on AI-assisted robots for improving decision-making and reducing errors, while smaller, mobile robotic solutions address setup time and cost barriers.
• Robotic technology helps surgeons in terms of ergonomics, motion scaling, and tremor filtration. Companies aim to address the steep learning curve of transitioning from a laparoscopic surgeon to a robotic surgeon by scaling training programs and workshops, such as Intuitive Surgical's fellowship programs. Partnerships with hospitals provide hands-on experience and are boosting adoption, especially in orthopedics and neurosurgery.
• Successful mergers, acquisitions, or collaborations expand robotic-assisted surgical device (RASD) product portfolios and market share. Examples include Asensus Surgical's acquisition of KARL STORZ and Stryker's partnerships with Synaptive Medical to enhance capabilities in visualization and surgical guidance.
• High-growth regions, such as Asia-Pacific and the Middle East and Africa, can be lucrative for companies that offer cost-effective systems and tailored solutions. Modular designs, such as Medtronic's Hugo RAS system, can improve affordability and accessibility in emerging markets that are spending more on healthcare.
• Pay-per-use models or leasing options, as seen with South Africa's Da Vinci adoption, can alleviate concerns about high acquisition and maintenance costs.
• Frost & Sullivan expects the decentralization of institutions to bring about more offerings with robotic surgeries. Influenced by the growing incidence of lifestyle diseases and rising demand for affordable healthcare, robotic surgery with robotic devices is transforming the cost of treatment declines.

Growth Environment

• Regulatory frameworks, such as US Food and Drug Administration (FDA) approvals or CE mark certifications in Europe, significantly affect market entry and adoption. Regulatory expansions are enabling broader clinical applications, thereby boosting adoption rates, revenue potential, and technological innovation across the sector. This development aligns with a supportive ecosystem characterized by demand for minimally invasive surgeries, advancements in AI and robotics integration, an aging global population, and increasing healthcare investments.
• Rising procedure volumes, driven by an aging population and chronic disease prevalence (e.g., cancer and cardiovascular issues) increase demand for systems, instruments, and accessories, directly boosting revenue. While established in urology and gynecology, RASDs are expanding into specialties with high growth potential because of technological enhancements and clinical evidence. The most promising include neurosurgery and orthopedics. RASDs in neurosurgery are driven by AI-guided precision for brain surgeries and platforms like ROSA ONE Brain or ZEISS KINEVO 900, while orthopedics continues to experience strong growth in joint replacements and spine surgeries, supported by innovations such as haptic micro-forceps and an increase in degenerative diseases.
• Intuitive Surgical and other established companies face growing competition from new entrants, such as CMR Surgical (Versius), Asensus Surgical, and Medtronic (Hugo RAS), that offer innovative, often lower-cost systems, increasing pricing pressure and making RAS more accessible. The shift to ambulatory surgery centers (ASCs) and outpatient facilities is accelerating, driven by cost-effectiveness and patient preference. ASCs save $38 billion annually in the United States.
• RASD are widely used in procedures that benefit from high precision and minimal invasiveness, including knee and hip replacements, with more than 790,000 knee replacements and 544,000 hip replacements performed annually in the United States.

Best Practices & Growth Opportunities

• A value proposition addresses client pain points and proactively integrates client feedback in R&D and innovation.
• Proven product performance and ROI directly support client goals and success metrics, such as improvements in workflow efficiency, quality, and financial outcomes.
• Technological capabilities, such as AI, ML, and large language models, align with industry trends through an appropriate combination of organic and inorganic strategies.

Best Practices & Growth Opportunities

• Hybrid systems could integrate AI-driven analytics and real-time data processing to improve surgical precision beyond what current systems offer. By combining robotic dexterity with adaptive learning capabilities, these devices might reduce operative times and human error, appealing to surgeons and hospitals aiming to optimize outcomes and throughput.
• Telesurgery's scope could expand to routine procedures in which one surgeon oversees multiple operating rooms, or even to space exploration, as tested with SpaceMIRA in 2024. The integration of AI, as seen in China's recent cases, suggests a future where robots might assist or partially automate tasks, further broadening the field's potential.
• With AI, data and complex algorithms can determine patterns to control robots' surgical accuracy to submillimeter precision. AI and machine vision can analyze scans and detect cancerous cases that would otherwise be missed. AI laparoscopic video analysis will help identify missing or unexpected steps in real time during a procedure or intervention.

Segmentation Off-Highway Equipment

• Agricultural Equipment
• Agricultural tractors
• Combines
• Others
• Balers
• AG mowers
• Sprayers and spreaders
• Shredders
• Windrowers
• Construction Equipment
• Compactors
• Cranes
• Dozers
• Dump trucks
• Excavators
• Loaders
• Graders
• Mixer trucks
• Pavers
• Rollers
• Scrapers
• Telehandlers
• Trenchers
• Compact and mini excavators
• Compact and mini loaders Newly added scope compared to the previous outlook
• Mining Equipment
• Compactors
• Cranes
• Dozers
• Dump trucks
• Excavators
• Loaders
• Graders
• Pavers
• Rollers
• Scrapers
• Trenchers

Table of Contents

Strategic Imperative and Growth Environment

Frost Radar: Robotic-Assisted Surgical Devices

Frost Radar: Companies to Action

• Asensus Surgical
• Brainlab
• CMR Surgical
• Distalmotion
• Intuitive Surgical
• Levita Magnetics
• Medtronic
• MicroPort
• Renishaw
• Smith & Nephew
• SS Innovations International
• Stereotaxis
• Stryker
• THINK Surgical
• Zimmer Biomet

Best Practices & Growth Opportunities

Frost RadarTM Analytics

Next Steps: Leveraging the Frost RadarTM to Empower Key Stakeholders

• Significance of Being on the Frost RadarTM
• CEO's Growth Team
• Investors
• Customers
• Board of Directors
• Next Steps

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