灼识咨询：中国隐形正畸行业白皮书

中国隐形正畸行业白皮书 —— 90 01 (ICD)(Fellow) SCI InternationalJournalofOralSciences CONTENTS I. II.III.IV. V. - - - - - -2000 - - dentaland/orskeletaldiscrepancy WHO malocclusion handicappingdentofacialanomaly • • • Angle1899 II • • • • • • I • III • 10 II/III 50-88% 45-90% 1 45-87% 72-85% 55-90% • / • 70% II/III 45-50%20-40% 1 II/III 2022 X 537 250 X4.2 1,041 45-50% 35-40% 20-25% II/III %2022 II/III 2022 58 213 X8.8 = 510 ~52% ~71% 73~79% • • / • I / / • II • • • • • • • LeFortI • • 6-8 6 6 10-12 • • / • • • • • • • • 28 32 /III • • • / / ActivatorHerbstFRIII • • • • • • • • • • • • • • • • • / / • • •••• •••• •••• •••• •24 •2-3 •24 •2-3 •24 •2-3 •20 •2-3 •4-8 •45-60 •3-5 •~60 •4-8 •45-60 •8-12 •~15 •0.5-3 •3.5-6•2-3.5 •1.2-5.5 / 2000 80 60 40 20 / •2006 1/2 / 151021 12 20 10045 3034 22 200 44 0 20002005 2010 2007 2008-2015 258 2013201420152016201720182019 15 10 20 100 2100 • 2009 • 2013 • 2017 • 2019 • 2021 • 2022 • 2022 • 2022 16 / 2016-2021 2020 20212022 2022 •2006 •2010NMPA •2010 2000 2/2 •2014—— •2011-18G4G5G6G6E •2015A6A7 •2016angelalignPro •2018angelalignKiD •2019A8S8S9 •2020-23S10-20GI •2021C3 •2022A7Speed➅ •2022MOOELI➅ •20073D •2010660A20121700B •20113D •2015 •2018MESFDA •2019C •202020261 •2021B Pre-C •2022IPSmarteeTeen➅ IPD •2022Aditek51% 2014.11 1 2016.10 1 1 1 2016.12 1 1 1 2017.02 2017-2025 1 1 2019.02 2019-2025 1 1 1 2019.06 1 1 1 2021.01 1 2021.08 1 1 • • • 2021.0320351• 2022.022021-202511 2022.05“ 2022.07202211 2022.0911 • 2022.101 2022.111• 2023.03202311 1/2 <<<<<<<<<<<<< ••• • •• •• 3%• 20052021• 84% • • ••• • 2/2 >>>>>>>>>>>>> • • 220224 •• •• 2010 2010/17-22• • 3639 2628 19 13 4244 3132 4749 3537 100% 512 40% • • 512 2010 2017 2018 20192020 2021 2022 50% 20% • •2005 •• • 2015 20251 2005201520251 12019-202512 CONTENTS I. II.III.IV. V. - - - - -2000 2010 -70% - - - -16 / • 2015/21/30E CAGR 245 / • 97% 102 2015 500 16% 43 2015 2021 2030E • 2015/21/30E CAGR 2015 2 1.2 2021 1,500 2021 1,000 371 2015 2,000 • 20 400 2015 203 184 30% 50-90% 92 60% / 80% /28%/47% 2015 2021 2030E 2015-21 2021-30E 2015-21 2021-30E 12% 8% 16% 10% • • CAGR 2015-212021-30E 106 161 105 16% 13% 7% 12% 7% 9% 9% 8% ••371 •• • 2015-2030E • • •• • • •• • • 108 24 36 29 43 92 • • 33 37 41 45 48 44 50 2015 2016 2017 2018 2019 2020 2021 2025E 2030E • • 35 51 127 42 61 148 51 73 172 54 65 163 59 75 184 71 95 62 228 2015-2030E%2015-2030E2015-2030E CAGR 2015-22 CAGR 2022-30E 50,000 10.3%10.8% 40% 30% 20% 10% 0% 40,000 30,000 20,000 10,000 0 201520202022 2025E 2030E 2015 202020222025E 2030E 2015 2020 20222025E 2030E CAGR = 2015-2030E CAGR 34.9 40.4 2015-22 32.6% 2022-30E 16.4% 6.8 9.9 10.613.112.013.7 16.1 18.9 22.1 25.8 30.0 1.7 2.6 4.0 2015 2016 2017 2018 2019 2020 2021 2022 2023E 2024E 2025E 2026E 2027E 2028E 2029E 2030E •• ••18 •/ •3D• •• • • • ••••• •3D • •CBCT•/ // 2006-2022 +59% 92 192 2006- 2018 2021- 202292 2019- 202058 58 3 2006-2014 13 13 2015-2016 26 26 2017-2018 2019-2020 • 2021-2022 ≤12-5 6-10>10 NMPA27 %2022%2021-22 / / 24% 22% 53% 52% 22% 26% 2021 2022 25% 20% 15% 10% 5% 0% 0.0%0.5%1.0% ≤1000 • 1.000-3,000• 3,000-6,000>7,000 2000 2023 19.4% 23.1% 26.5% 31.8% 35.9% 40.3% 41.7% 41.1% 40.2% 2020 2015 ➅ clickOS 2022Alpha 2023π 2020-2022 2003 2006 2013 2016 20172018 COMFOS➅ 2022 MOOELI➅ 34.244.644.1 2010 2019 InvisalignFirst 2018 InvisalignGo 2020 Invisalig➅ Moderate 2022 Invisalign➅Adult/Standard 2015 Ge SmarteeLink 2019 GSα² 2021 GII 2022 SmarteeTeen➅ SmarteeTeen 2017 ClearCheck 2021 C3 2021 2022 2017 Ortho Plus➅ 2016 2019 2021 2022 3D / / • / 3D/ •3D SaaS • • • • • • • • • • • • • / SaaS // • • • • • •••• •• / • • • • • • • • • 3D / / / M6 / / A-Treat EX30/40 GSGI IOF •IOFInternationalOrthodonticsFoundation • IOF 20226 15 • IOF 20236 33 COS • 21 • •1985 •1991 •1994 •2007 Andrews •2015 •2009 • 2022 • COS 1/3 • 20216 20228 20236 2021 2022 2023 • • • • •20216 • 18 •A-TECH 2014 • A-TECH2014• 2015•A6 A7 2016• 2017• angelalignPro masterForcemasterControl➅ masterMulti 2018•A72.0 Makeit 2019•A8 angelButton➅ 2020•angelArm➅ 2021• 2022 • IRS masterControlS➅ IRS2.0 angelAttach A7Speed➅iOrtho➅10.0 ➅ ME 2023 • MOOELI➅ angelLink MOOELI➅ 2/3 • 2021 10 •20214 • 2015 8 • • 20228 • •202010 •202112 24 •202112 •202012 - 3/3 •20179 •20199 2023 •20202 •20221 200 •2022 202210 16/ • 30% • A 30% 40% / • / • ≥70% • 30% • 70% 2 • • 70% A B • 100% 80% 60% 70% A • 1 % AB 70% 100% 60% 50% 40% 30% 1 20% A 70% B 30% 1 10% 2,000 3,000 4,000 5,000 6,000 7,000 8,000 9,00010,000 CONTENTS I. II.III.IV. V. -20 - - - - - - •AngelE• Begg • •Angel• •Tweed-Merrifield • •Andrews• R-W •Andrews SWARothSWA• SL 1945 •Kesling 1993 •SthridanRaintreeEssix 1998* CAD/CAM •ZiaChishtiKelseyWirthAlignTechCAD/CAM 2000 •AlignTechFDA 2003 • 2006 •CFDA *1997