바이오로지컬 CDMO의 성장 기회 : 세계(2026-2031년)

The bio-CDMO industry is entering an era of accelerated growth driven by the global shift toward complex biologics, including monoclonal antibodies, antibody-drug conjugates (ADCs), cell and gene therapies, recombinant proteins, and advanced vaccines. Large molecules are projected to record a 10.3% CAGR between 2025 and 2031, signaling sustained demand for specialized development and manufacturing expertise. As pipelines expand and modalities diversify, CDMOs have become strategic partners that enable innovation, scale, and commercial readiness across the biologics value chain.

Across the ecosystem, eight strategic imperatives, including geopolitical instability, supply-chain autonomy, disruptive technologies, industry convergence, and digital-first business models, are reshaping the competitive landscape. Sponsors increasingly require CDMOs that offer rapid tech transfer, flexibility, AI-enabled process optimization, and integrated development-to-manufacturing execution. At the same time, persistent global capacity shortages, particularly in ADC upstream processing and aseptic fill-finish, are driving regional realignment, with North America and Europe prioritizing onshore capacity and Asia-Pacific (APAC) players expanding into more regulated North American and European markets to stay competitive.

The study identifies several high-impact growth opportunities where CDMOs can create meaningful differentiation, including advanced modality specialization, expansion of upstream and downstream ADC capabilities, modernization of fill-finish operations, biosimilar partnerships, and digital-first operating models with transparent, data-driven pricing. CDMOs that invest early in these capacities, technologies, and geographic priorities will be best positioned to lead the next decade of biologics manufacturing. For investors, pharma innovators, and policy stakeholders, the findings offer a clear roadmap for capturing value in a rapidly changing, strategically critical sector.

The study period is 2023–2031, with 2025 as the base year and 2026–2031 as the forecast period. Market segmentation is by:

• Product type (drug substances and drug products)
• Cell culture (mammalian, microbial, cell & gene therapy, other platforms [plant, insect, cell-free])
• Modality (cell & gene therapies, antibody therapeutics, recombinant proteins, vaccines)
• Region (North America, Europe, APAC, Latin America & the Caribbean, and the Middle East & Africa)

Table of Contents

Research Scope

• Scope of Analysis
• Segmentation

Strategic Imperatives

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8TM
• The Impact of the Top 3 Strategic Imperatives on the Bio-CDMO Industry

Growth Opportunity Analysis

• Pharmaceutical Industry: Biologics Revenue Forecast and Share
• Pharmaceutical Industry: Equity Returns and Volatility Trends
• Biotech Funding Trends
• Biologics: Early-Stage Funding and Licensing Activity
• Pharmaceutical Industry: M&A Activities in 2025
• Patent Expiries and Implications for CDMOs
• Pharma Revenue Growth by Modality
• Biologic Modalities: Development and Maturity Curve
• CDMO Demand Volatility and Capacity Management Dynamics
• Growth Drivers
• Growth Restraints
• Global Trends Impacting the Bio-CDMO Industry
• Industry Trends Impacting the Bio-CDMO Industry
• Trends Changing the CDMO Model to Flexible, Tech-Enabled, and Resilient Manufacturing Networks
• Emerging CDMO Models Reshaping Biologics Manufacturing
• 1. Value-Based Risk Sharing Model
• 2. Integrated CRDMO Model
• 3. Digital-First CDMOs
• 4. Platform-Based Manufacturing Model
• 5. Specialized CDMO Model
• Attractiveness of Pricing Models
• Collaboration Success Criteria
• Strategic Evolution of External Manufacturing Partnerships
• Competitive Environment
• Key Competitors
• Bio-CDMO Industry Scale
• Tier 1: Competitive Strategies
• Tier 2: Competitive Strategies
• Tier 3: Competitive Strategies
• Analysis by Product Type
• Drug Substances
• Drug Products
• Investment Trends in Aseptic Fill-Finish
• Analysis by Cell Culture
• Mammalian
• Microbial
• Biologics Patent Expirations and Corresponding Investments
• Cell & Gene Therapy
• Other Platforms
• Analysis by Modality
• Cell & Gene Therapies
• Cell & Gene Therapies: M&As and Capacity Expansions
• Cell & Gene Therapies: Investments
• Cell & Gene Therapies: Adoption Challenges and Market Participants’ Responses
• Antibody Therapeutics
• Antibody Therapeutics: M&As and Capacity Expansions
• Antibody Therapeutics: Investments

Recombinant Proteins

• Recombinant Proteins: M&As and Capacity Expansions
• Recombinant Proteins: Investments

Vaccines

• Vaccines: M&As and Capacity Expansions
• Vaccines: Investments

Analysis by Region

• North America
• North America: Notable Investments
• Investment Flow by Country
• Europe
• Asia-Pacific
• Latin America and the Caribbean
• Middle East and Africa

Growth Opportunity Universe

• Growth Opportunity 1: Upstream Antibody Manufacturing for ADCs
• Growth Opportunity 2: Targeted Expansion in Aseptic Fill-Finish
• Growth Opportunity 3: Demand-led Biosimilar Development and Manufacturing

Conclusion

Next Steps

• Benefits and Impacts of Growth Opportunities
• Next Steps
• List of Exhibits
• Legal Disclaimer