苹果的“秘密武器”：无创血糖连续监测，消费电子“登月式”技术

华尔街见闻2023-02-27

开源证券认为，无创连续血糖测量成为市场期待的终极解决方案，有望彻底解决当前血糖监测方式带来的弊端，而苹果在技术上的突破，甚至会颠覆当下价值数十亿美元的传统血糖监测市场，也或将使无创血糖成为消费电子的“必争之地” 。苹果在无创动态血糖监测方面的重大突破，使“血糖无创检测”技术成了市场关注的焦点。华尔街见闻此前提及，媒体援引知情人士消息称，苹果公司研究无创血糖项目已经 12 年，其血糖监测系统将依赖...

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大海2021
2023-02-27
大海2021
关键是什么时候能上市呢

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或成“必争之地”据国际糖尿病联盟（IDF）发布的最新全球糖尿病地图，2021 年全球约 5.37 亿成年人患有糖尿病，预计到2030年，该数字将上升至 6.43 亿，而 2045 年将上升至7.83 亿，从2021年占总人口的10.5%升至2045年的12.2%。开源证券在研究报告中表示，现有的血糖监测方式多以采血并进行化学分析方式为主，检测不便、成本高、且有感染风险、无法实现连续血糖监测。而以皮下植入型和组织液透皮抽取型为主的微创血糖检测法，又会存在测量值延迟滞后、成本高昂等问题。开源证券认为，无创连续血糖测量成为市场期待的终极解决方案，有望彻底解决当前血糖监测方式带来的弊端，而苹果在技术上的突破，甚至会颠覆当下价值数十亿美元的传统血糖监测市场：苹果公司研究无创血糖项目已经12年，曾与 Rockley Photonics 合作开发传感器和芯片，但后来终止了合作转而投向台积电。媒体认为，支持该技术的 Apple Watch 会成为全球数百万糖尿病患者的必备产品，甚至会颠覆当下价值数十亿美元的传统血糖监测市场。苹果之外，我们看到华为、OPPO等消费电子领域巨头玩家均争相布局该领域，随着健康观念的深入人心，各大厂商必将加大投入推进研发，进而推动整个产业前行。开源证券指出，现阶段已有诸多玩家积极介入，消费电子领域有望率先破局，而光学方案受益于其成本低廉、似功能丰富、易于和当前功能相融合，或许将成为诸多玩家的首选：无创血糖检测领域诸多玩家进行了不懈探索，由于可穿戴设备具有体积小功耗低且需要集成多种体征监测功能，因此在技术方案 的选择上也需要对这些因素综合考量。技术百花齐放 光学方案受到市场追捧开源证券指出，无创血糖监测技术百花齐放，光学方案关注度高但技术成熟仍需时间，报告解释称：目前无创血糖监测方案可分为光学类方法和非光学类方法。光学检测方法通常将一束光聚焦在人体上，利用传输光的强度、相位、偏振角、频率以及靶区组织散射系数等信息均与血糖浓度密切相关，通过分析这些信息的变化来获得血糖的浓度信息。目前常见的测量方法有近红外光谱法、中红外光谱法、光学相干断层成像法、拉曼光谱 法、荧光法、偏振光旋光法等。而非光学无创血糖检测则采用微波、电磁等方式测 量，包含微波检测法、电磁检测法、血液替代物测定法、生物电阻抗谱测量法、人体成分法等。开源证券总结称，光学方法由于检测便捷、蕴含信息丰富，通常可以检测不止于血糖的生理体征，成为国内外研究的焦点，亦受到消费电子厂商青睐。而非光学方案亦齐头并进，技术路线上呈现百花齐放的状态。","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":624296946,"gmtCreate":1677483538485,"gmtModify":1677484019699,"author":{"id":"3573803797444004","authorId":"3573803797444004","name":"大海2021","avatar":"https://static.tigerbbs.com/59dcdfbb73bf7db07abf9043432f6ad5","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3573803797444004","authorIdStr":"3573803797444004"},"htmlText":"关键是什么时候能上市呢","listText":"关键是什么时候能上市呢","text":"关键是什么时候能上市呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624296946","repostId":2314300692,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":18,"commentSize":1,"repostSize":0,"favoriteSize":6,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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