Release date: 2017-01-06
On the occasion of the quiet year of 2016 and 2017, a news report that Huawei's 2016 sales revenue was 520 billion, up 32% year-on-year. Similarly, the medical captain as a practitioner in the medical device industry is also a lot of thoughts, and the small heart can not be calm for a long time. In 2015, the base of 395 billion is already unimaginable, and it can achieve 32% growth. It really makes people open their minds. To this end, the medical captain used the New Year holidays, combined with the latest developments in the medical industry, wrote this dry goods article, and welcome netizens to make bricks.
The real gap between the world medical equipment brother and Huawei
Huawei’s sales in the last five years have risen steadily from RMB 220 billion in 2012 to 520 billion in 2016, with a compound annual growth rate of over 20%. Not only in the Chinese enterprises, but also in the world, it is difficult to find an adversary.
Our world medical equipment, a brother of Medtronic, also climbed to the throne of the world after purchasing huge money in 2016, and the sales revenue was only 196 billion yuan.
In terms of business growth, the sales growth rate in 2016 was even higher than that of Huawei, reaching 42.3%. However, we know that Huawei's growth is due to its strength, organic growth, and Medtronic's merger and acquisition growth after the acquisition of Ke Hui. If we look at Medtronic's 2012, 2013 and 2014 before the acquisition of Kehui, we find that the growth rate is only 2.5%, which is almost negligible.
In terms of gross profit margin and net profit margin, Medtronic wins Huawei, which is also a concentrated portrayal of the characteristics of the medical device industry. Compared with the communications and electronics industries, the competition in the medical device industry is not intense, so you can enjoy a better competitive dividend. The competition in which Huawei is located is very fierce. It is basically a stifle between giants. The gross profit margin and net profit margin are naturally lower.
In terms of R&D investment, Medtronic has exceeded the average level of the medical device industry, and our Huawei investment in R&D is a strategic investment. Many companies are hard to find their backs. I am afraid this is the most feared by the opponents.
Interestingly, Huawei's per capita efficiency is much higher than that of Medtronic, which also shows that Huawei's competitiveness in the world is unparalleled.
The gap between Huawei and Huawei in China's medical machinery industry
There is no doubt that the current Chinese medical machinery industry is not a member of Huawei. With nearly 9 billion yuan in sales in 2016, she is already the leader of China's medical device industry. As early as the early 1990s, Huawei and Mindray also worked in a building (Nanshan's new energy building), which is also a neighbor. Subsequent development paths, in addition to the different strategies and tactics between companies, the different industries are the important reasons for the gap. The medical device industry is so confusing that it is difficult for anyone to master all the technologies. The customers in the medical device industry are also very fragmented. As long as you firmly grasp several customers, it is easy to survive without starving. Huawei can kill industry competitors by scale advantage, but medical equipment can be arguing with hundreds of flowers.
In the same innovative city in Shenzhen, it is inevitable that there will be competition in the field of engineering and manufacturing. In order to rob the talents of Huawei, the medical equipment and a brother also moved a lot of brains. On the one hand, it describes the bright prospects of the medical health field, on the other hand, it compares the gross profit margin and the net interest rate, indicating the difficulty of making money. Mindray’s gross profit margin is around 58%, which is still a big advantage compared to 40% of Huawei and ZTE. In particular, the net interest rate, Mindray has been more than 20%, and now it is about 18%, which is better than Huawei's less than 10%.
Mindray's organic growth is the fastest time before and after 2006. Before and after the listing on the NYSE, the enthusiasm of the core backbone was mobilized through equity incentives to achieve rapid business growth. The subsequent growth was mainly due to mergers and acquisitions. After delisting from the NYSE in 2016, it plans to re-list in China. If it is successfully listed, it will stimulate the creativity of employees. I believe that Mindray can continue to achieve leapfrog growth.
The gap between Huawei and Huawei in the future of China's medical machinery industry
The United Films Medical Co., which was born in 2011, is undoubtedly the most dazzling star in China's medical device industry. The newly released New Year speech by Associated Films Xue Min has also caused heated discussion in the industry:
In 2016, shipments exceeded 2 billion, double the number in 2015! In addition to the market share ranking number one or two and fourth, the first time to achieve profit!
Many people disagree with this data, but from an objective point of view, we have to praise the performance of the film. As an industry practitioner, who has witnessed a similar case? Among domestic medical device companies, there are only a handful of companies with sales of over 2 billion. Among them, which company can reach 2 billion in just five years of development? Only a photo.
The attempt of Lian Ying is very big. Xue Min once said that the future of Lian Ying should be the top three in the world, which means that the sales revenue should reach at least 20 billion US dollars (140 billion yuan). This goal is definitely not a small goal. Still very imaginative.
The medical captain boldly predicts that it is difficult to achieve the sales target of 20 billion US dollars. It is difficult to achieve it by its own research and development. I believe that the future of Lian Ying will take a similar path to Medtronic and achieve through the continuous acquisition of giants in various sub-areas.
In the future, to become a true medical device industry, Huawei, the way out of the C-end medical devices, that is, personal-oriented medical device products. From this perspective, there is no chance in the long-term deployment of home medical and medical e-commerce.
Why does Huawei not enter the medical profession?
Huawei has tried to enter the field of medical devices. Before 2010, many people were sent to study this field. First, they contacted medical device manufacturers through strategic cooperation. Secondly, they intend to control or participate in medical device companies through capital infiltration. In the end, there is no result. The characteristics of customer dispersal and technology dispersion in the medical device industry are the main reasons for Huawei's entry into the taboo. The special style of this industry also makes Huawei feel that its advantages cannot be exerted.
Interestingly, although Huawei did not enter the medical device industry as a company, we found that many former Huawei people are active in the medical device field. They use resources and technologies at Huawei to cross the border to the medical field, or engage in device R&D and manufacturing, or engage in mobile medical and telemedicine businesses.
Huawei's ambitions in the medical field cannot be ignored. In the future, Huawei will enter the trillion club, and the medical and health field is an important part. Specific entry methods also require constant attention.
What should the medical and medical community learn from Huawei?
Huawei is a typical representative of China's manufacturing, not Dong Ayi's Gree. Many years ago, when Apple's mobile phone was born, many friends asked me to buy Apple for customers abroad. Now the situation has changed. More and more friends choose Huawei mobile phones, including international friends. After using the Apple mobile phone for many years, the medical captain finally became fashionable in 2017 and said that the iPhone was replaced by a Huawei mobile phone. Although I am still suffering from the pain, after all, the impact of the iPhone on me is too great, but I firmly believe that Huawei must be better than Apple, temporary discomfort is just a matter of habit.
Huawei's R&D and sales are all objects of industry learning, so I won't go into details here. The medical captain believes that we should learn more about Huawei's soft power, such as the inheritance of culture and the open mind. I believe that everyone has read a lot of books about Huawei, especially the "Struggle-based" and "Customer-centric" books. The company where the medical captain is located, Shenzhen McKee Biomedical Technology Co., Ltd., also specially organized small partners to read the "customer-centric" win awards event, showing its influence in the medical device industry. What impressed me the most is that Ren Zhengfei’s speeches, conference summaries, etc. have been faithfully recorded and widely disseminated over the years. This is really amazing. In the medical device industry, there are also many highly intelligent ideas, and many conferences have sparked, but the meeting minutes are like coping records. At that time, the emails were sent to the participants, but unfortunately Nothing then. If you can sum up the written text and become the material for the later learners, it must be a matter of half the effort.
One day, the medical captain’s good friend, who is in the medical circle, said that she would go to Huawei to participate in the training. I said that you are not a Huawei person, you can also go to Huawei to participate in their management training, or Huawei's chest is wide enough. Yes, if a company's vision is limited to only one area, his development cannot be like Huawei.
Conclusion:
More than a decade ago, when Huawei’s sales were less than a billion, the sales of billions of medical device companies were not ashamed as he was. The slogan of Huawei, which is a medical device, is quite reliable. When Huawei’s sales today exceed 500 billion, and the future one trillion is not a dream, Huawei in the medical device industry is even more energetic! The gap is not terrible, and it is good to try to catch up.
Source: MacKota Medical (Micro Signal MEDCAPTAIN)
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