Overview of 1. Biochips

1. Definition

Biochip is a miniature biochemical analysis system that uses miniaturization technology to fix a large number of biological molecules on a substrate. Biomolecules can beDNA、RNAprotein, polysaccharide, cell or tissue, etc. By specifically reacting with the target molecules in the sample, the biochip can detect multiple parameters at the same time, achieving high throughput, high efficiency and high sensitivity analysis.

2. Classification

Depending on the biomolecules fixed on the substrate, biochips can be divided into the following types:

DNA chip: fixedDNAProbes for gene expression analysis, gene mutation detection, genomics research, etc.

RNA chip: fixedRNAprobes for transcriptomics research, non-codingRNAanalysis,MiRNAdetection, etc.

Protein chip: Immobilization of proteins or antibodies for protein expression analysis, protein interaction studies, protein function identification, etc.

Polysaccharide chip: Immobilization of polysaccharides or sugar-binding proteins for glycobiology research, sugar structure analysis, sugar-protein interaction research, etc.

Cell chip: Fixed cells or organelles, used for cell function analysis, cell signaling research, cytotoxicity evaluation, etc.

Tissue microarray: fixed tissue sections for histological studies, tissue phenotype analysis, tissue-drug interaction studies, etc.

Development Status of Global Biochip Industry in 2.

1. Market size

From the perspective of the global market, the development of the biochip market is mainly driven by technology, according to data from the Shangpu Consulting Group,2020The global market size for biochips in131billion dollars,2021Year over145billion dollars, showing an upward trend year by year. expected2027In 2010, the global biochip market size will reach280billion dollars, with a compound annual growth rate10.2%。

The growth of the global biochip market is mainly due to the following factors:

The continuous innovation and optimization of biochip technology has improved the performance and stability of biochips, reduced the cost and complexity of biochips, and expanded the application scope and field of biochips.

The demand for biochip applications in the medical field is increasing, especially in oncology diagnosis and personalized medicine. Biochip can quickly and accurately detect the mutation or deletion of tumor-related genes, and provide accurate diagnosis and treatment for cancer patients. With the increase of global aging and chronic diseases, the incidence and mortality of tumors are also rising, and the demand for biochips is also increasing.

The new crown outbreak has stimulated the biochip market. The new crown outbreak has led many pharmaceutical and biotechnology companies to pay more attention to making more advanced biochips that can detect coronaviruses. Biochips have been successfully used by a number of companies to develop new crown diagnostic tests, such as BGI's new crown nucleic acid test kit, which is based on its own development.DPPPlatform.

2. Regional distribution

From the perspective of regional distribution, the global biochip market is mainly concentrated in North America, Europe and Asia-Pacific. Among them, North America is the world's largest biochip market, accounting for the global market share.40.1%. North America has advanced biotechnology and medical facilities, as well as strong scientific research and innovation capabilities, and attaches great importance to the application value of biochips in the medical field. The United States is the world's major producer and consumer of biochips, with a number of well-known biochip companies, such as Symoffat, Agilent,Light upWait.

Europe is the world's second largest biochip market, accounting for the global market share.25.6%. The European region also has a high level of biotechnology and medical care, as well as policy support and funding for biochips. The biochip market in Europe is mainly concentrated in Germany, France, Britain and other countries.

Asia Pacific is the fastest growing region in the global biochip market, accounting for the global market share.23.7%. The biochip market in the Asia-Pacific region mainly benefits from factors such as large population, economic development, and increased medical demand. China is the largest biochip market in the Asia-Pacific region, occupying a global market share.8.4%. There is still a gap between China and developed countries in biochip technology and products, but it has also made remarkable progress and development in recent years, with well-known enterprises such as BGI, Oriental Biology and Daan Gene.

3. Enterprise competition

The global biochip industry is highly competitive, and the main players include the following categories:

Life science instrument and reagent suppliers, such as Syme Fly, Agilent, PerkinElmer, etc., these companies have strong technical strength and brand influence, provide a variety of types and specifications of biochip products and services, occupy a larger market share.

Genetic sequencing and analysis service providers, suchLight up, BGI,BGIThese companies use their own advantages in the field of gene sequencing to develop biochip-based testing products and services, mainly used in the medical field.

Biotechnology companies and research institutions, suchFluidigm、Oxford Nanopore、SengenicsThese enterprises or institutions focus on the research and development and innovation of biochip technology in a certain category or field, and provide biochip products or services with characteristics or advantages.

Pharmaceutical companies and clinical diagnostic companies, such as Roche, Novartis, Sanofi, etc., use biochip technology for drug development or clinical diagnosis to improve drug screening efficiency or diagnostic accuracy.

Development Status of Biochip Industry in China in 3.

1. Market size

With the development of gene technology, the scale of China's biochip market is gradually expanding, and the scale of China's biochip market is increasing year by year,2020Year reached57Billion yuan, year-on-year growth26.67%. expected2023By the end of the year, the scale of China's biochip market will reach90Billions of dollars.

The growth of China's biochip market is mainly due to the following factors:

Policy support and funding. The Chinese government attaches great importance to the development of the biochip industry and has issued a series of relevant policies and plans, such as the National Bio-industry Development Plan (2016-2020year), "national key research and development program biochip technology special", etc., for the biochip industry to provide policy guidance and financial support.

social needs and market potential. China, which has the world's largest population, is also facing the challenges of aging and chronic diseases. The demand for biochip applications in cancer diagnosis and personalized medicine will continue to increase. In addition, biochips also have huge market potential in emerging fields such as food testing, environmental monitoring, and gene editing.

Technological progress and innovation capabilities. China still lags behind developed countries in biochip technology and products, but it has also made remarkable progress and development in recent years, with well-known enterprises such as BGI, Oriental Biology and Daan Gene, as well as a number of universities and scientific research institutions. China has shown strong ability and vitality in the research and development and innovation of biochips.

2. Industry chain analysis

The upstream of the industrial chain of China's biochip industry is mainly raw materials and instruments, of which raw materials include chip substrates, sample samples, probe preparation, and instruments include point prototypes and manipulators. The middle reaches are mainly the manufacture and sales of biochips, including biochip products of various types and specifications. Downstream is mainly the application fields of biochips, including medical treatment, scientific research, food, environment, etc.

From the analysis of the industrial chain, it can be seen that China's biochip industry has the following characteristics:

Upstream raw materials and equipment mainly rely on imports, the level of localization is low. The upstream raw materials and equipment of China's biochip industry mainly rely on foreign suppliers, such as Zymofei and Agilent. The technical level and market share of domestic enterprises in this field are low, resulting in higher costs and fragile supply chains.

Midstream products are mainly concentrated inDNAchips, other types of biochips are less. The midstream products of China's biochip industry are mainly concentrated inDNAChips, especially oligonucleotide-based probes.DNAChips, such products are relatively low in terms of technical difficulty and cost, and the market demand is also large. However, other types of biochips, such as protein chips and cell chips, are relatively high in terms of technical difficulty and cost, and the market demand is also small. Domestic companies have less development and innovation in this field.

Downstream applications are mainly concentrated in the medical field, and other areas have not been fully developed. The downstream applications of China's biochip industry are mainly concentrated in the medical field, especially in tumor diagnosis and personalized medicine. Biochips can provide fast, accurate and personalized detection and treatment plans, which are favored by medical institutions and patients. However, in other fields, such as food testing, environmental monitoring, gene editing, etc., the application of biochips has not been fully developed, and the market space is large.

3. Enterprise competition

Competition in China's biochip industry is fragmented, with major players including the following categories:

Life science instrument and reagent suppliers, such as Symoffy and Agilent, occupy a large share of the global biochip market and have strong competitiveness in the Chinese market, providing biochip products and services of various types and specifications, as well as related upstream raw materials and instruments.

Gene sequencing and analysis service providers, such as BGI, Oriental Biology, Daan Gene, etc., these companies use their advantages in the field of gene sequencing to develop biochip-based testing products and services, mainly used in the medical field. Among them, BGI is China's largest gene sequencing and analysis service provider, as well as China's largest biochip company, with self-developedDPPProducts such as platforms and new crown nucleic acid detection kits.

Biotechnology companies and research institutions, such as Huazhong University of Science and Technology, Peking University, Fudan University, etc., these companies or institutions focus on the research and development and innovation of biochip technology in a certain category or field, and provide biochip products with characteristics or advantages Or service. For example, Huazhong University of Science and Technology has developed a single-cell analysis platform based on microfluidic chips, which can realize multi-omics analysis of single-cell transcriptome, epigenetic group and metabolome.

Pharmaceutical companies and clinical diagnostic companies, such as Roche, Novartis, Sanofi, etc., use biochip technology for drug development or clinical diagnosis to improve drug screening efficiency or diagnostic accuracy. For example, Roche has developed a protein chip-based drug screening platform that can rapidly screen for small molecules that bind to a target protein.

Opportunities and Challenges of China's Biochip Industry in 4.

1. Development opportunities

Policy support and funding. The Chinese government attaches great importance to the development of the biochip industry and has issued a series of relevant policies and plans to provide policy guidance and financial support for the biochip industry. For example, the National Key Research and Development Program Biochip Technology Project supports the implementation of a number of key projects, such as "high-throughput single-cell analysis platform", "high-throughput proteome analysis platform" and so on.

Market demand and potential. China, which has the world's largest population, is also facing the challenges of aging and chronic diseases. The demand for biochip applications in cancer diagnosis and personalized medicine will continue to increase. In addition, biochips also have huge market potential in emerging fields such as food testing, environmental monitoring, and gene editing.

Technological progress and innovation capabilities. China still lags behind developed countries in biochip technology and products, but it has also made remarkable progress and development in recent years, with well-known enterprises such as BGI, Oriental Biology and Daan Gene, as well as a number of universities and scientific research institutions. China has shown strong ability and vitality in the research and development and innovation of biochips.

Development challenges

Technical barriers and cost pressures. The upstream raw materials and devices of China's biochip industry mainly rely on foreign suppliers, such as Samofi and Agilent. The technical level and market share of domestic enterprises in this field are low, resulting in higher costs and fragile supply chains. At the same time, there is a big gap between domestic enterprises and foreign enterprises in some types or fields of biochip technology, such as protein chips, cell chips and so on.

Regulatory difficulty and lack of standards. Biochips are related to human genetic information and health issues, and require strict supervision and management. However, due to the complexity and diversity of biochip technology, supervision is difficult, and corresponding laws, regulations and standards need to be formulated. At present, China's laws and regulations and standards on biochips are not perfect and need to be further improved and unified.

market awareness and educational attainment. Biochip is a high-end biotechnology product that requires professional knowledge and skills to use and understand. However, at present, China's market awareness and education level in biochips is not high. It is necessary to strengthen the publicity and popularization of biochips to improve users' awareness and acceptance.

5. Champ Consulting believes that

According to data from Shangpu Consulting Group, biochip is a miniature biochemical analysis system with broad development prospects, which can be used in disease diagnosis, new gene discovery, drug screening and other fields. The size of the global biochip market is on the rise,2022Year up to about160billion dollars,2027year is expected to exceed280Billions of dollars. The United States is the world's largest biochip market, accounting for more40%, China accounts for about8.4%。

The size of China's biochip market is also growing year by year, and is expected2023By the end of the year, the scale of China's biochip market will reach90Billions of dollars. China's biochip industry benefits from policy support, social demand, technological progress and other factors, but it also faces challenges such as technical barriers, cost pressure, and regulatory difficulties.

Shangpu Consulting believes that China's biochip industry should seize the current development opportunities, strengthen technological research and development and innovation capabilities, improve product quality and performance, expand domestic and foreign markets, and enhance international competitiveness. At the same time, the formulation and improvement of laws, regulations and standards for biochips should be strengthened to ensure the safety and quality of biochips. In addition, the publicity and popularization of biochips should be strengthened to improve user awareness and acceptance.