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From Technologies to Markets
© 2020
Status of the Microfluidics Industry 2020
Intabio’s microfluidic chip enables rapid iCIEF-MS analysis of biologics, manufactured by IMT AG – Picture courtesy of Intabio, 2020
Market and Technology
Report
Sample
2
10X Genomics, Abaxis (Zoetis), Abbott, Accelix (LeukoDx), Accriva Diagnostics (Instrumentation Laboratory,Werfen), Accumold, Achira Labs, Affymetrix (Thermo Fisher), Agilent Technologies, AgPlus Diagnostics,Akatsuki Tech, Akonni Biosystems, Allevi, AlveoliX, Ananda Devices, ANDE, Araymond Life, Arrayit Corporation,Ativa Medical, Atlas Genetics (binx health), Autogenomics (Prescient Medicine), Avalun, AxoSim, Axxicon, BaldaAG (Stevanato Group), BD (Becton Dickinson), Berkeley Lights, BGI, Biocartis, BioFire Diagnostics(bioMérieux), bioMérieux, Bionano Genomics, Bio-Rad, BioSensia, BioSurfit, Boehringer Ingelheim microParts,Boehringer Ingelheim Mobinostics, Bosch Vivalytic, Boston Microfluidics, Caliper Life Sciences (PerkinElmer),CapitalBio Corporation, Carville, CBio, CDA, Cell Dynamics, Cellenion (Scienion, CELLINK), Cepheid(Danaher), CG.TEC Injection, CiDRA Precision Services (IDEX), Charles River, Clearbridge Biomedics(Biolidics), CN Bio, Corning, CSTEC Corporation, Cubed Laboratories, Cue Health, Curetis (OpGen), CuriosityDiagnostics (Scope Fluidics), Cytena (CELLINK), Cytovale, Daktari Diagnostics, Debiotech, Denz Bio-Medical,DiaSorin Molecular, DNA electronics (DNAe), DNA Nudge, Dolomite Microfluidics (Blacktrace Holdings),DxNA, Elveflow (Elvesys), Emulate Bio, ENPLAS, Epicore Biosystems, Epigem, EVG (EV Group), Fast Radius,FlexoSense, Fluidigm, Fluigent, FluimediX, Fluxergy, Formulatrix (Qiagen), GBP Scientific, Genalyte, GenapSys,GeneDisc (Pall Corporation), GeneFluidics, GenePOC (Meridian Bioscience), GenMark Diagnostics, GenSpeedBiotech, Great Basin Scientific (Vela Diagnostics), Gyros Protein Technologies (Mesa Labs), HealthDigit, Helvoet,HemoCue (Radiometer, Danaher), Hesperos, Hicomp, Hochuen, Huakairui, IBM, iLine Microsystems, Illumina,imec, IMT AG, IMT MEMS, Inflammatix, InSilixa, IntegenX (Thermo Fisher), Intel, Invenios (Corning), InziGn,Isoplexis, Klearia, Kloé, KURZ, LabCyte (Beckman Coulter, Danaher), LexaGene, LioniX, Little Things Factory(Plan Optik), L’Oréal, LTS Lohmann, Luminex Corporation, LumiraDx, Lunaphore Technologies, MBioDiagnostics, Medimate (CE-Mate), MedSpray, Menarini Silicon Biosystems, Mesa Biotech, MGI (BGI), Micralyne(Teledyne), Microfluidic ChipShop, MicroLiquid, Micron Biomedical, Micronit, MiDiagnostics, Mimetas, Minicare(Siemens), MiniFAB (Schott), Mission Bio, MiTAS Chip, Mobidiag, MolBio Diagnostics
Status of the Microfluidics Industry 2020 | Sample | www.yole.fr | ©2020
COMPANIES CITED IN THIS REPORT (1/2)
380+ slides of market and technology analysis
Information gathered through direct discussions with players all along the supply chain
3
Nabsys, NanoCellect Biomedical, NanoEntek, Nanomedical Diagnostics (Cardea), Nanomix, NanoPassTechnologies, NanoScribe, NanoString Technologies, Natech Plastics, NeuMoDx (Qiagen), Nortis, Nypro (Jabil),Omniome, Ondavia, OPKO Diagnostics, Oxford Nanopore Technologies, Pacific Biosciences, Path Sensors(Smiths Detection), Pattern Bioscience, Philips Innovation Services, PK Vitality, Plastic Design Corporation(PDC), POC Medical Systems, Qiagen, Qorvo Biotechnologies, Quanterix, QuantuMDx, Quidel Corporation,Qurin Diagnostics, Qvella Corporation, Radisens Diagnostics, Randox Laboratories, Raphas, Rheonix, Roche,Rogue Valley Microdevices, Roswell Biotechnologies, rqmicro, Samsung, Sanwa Biotech, Sartorius, Schott,Schlumberger, Seed Biosciences, Sense Biodetection, Sensera, Siemens Healthineers, Sight Diagnostics, SilexMicrosystems, SkyWater Technology Foundry, SMB (Zoetis), Solentim, Sophion Bioscience (Biolin Scientific),SphereFluidics, SpinChip Diagnostics, SpinDiag, Stat-Dx (Qiagen), Stilla Technologies, STMicroelectronics,Stratec Consumables, Surfix (LioniX), Symbient Product Development (Gener8), SynVivo, Syrris (AsahiGlassplant), T2 Biosystems, Talis Biomedical, Tangen Biosciences, Tara Biosystems, Technicolor PrecisionBiodevices, Tecnisco,TearLab (AccelMed Partners), Teledyne Dalsa,Theranos,Thermo Fisher Scientific, thinXXS(IDEX), TissUse, Translume, Trilobite, Tronics (TDK), Truvian Sciences, TSMC, Two Pore Guys (Ontera), uFluidix,Unibio, Varioptic (Invenios, Corning), Vaxxas, Veredus Laboratories, Vortex Biosciences (EMV Capital), VyCAP,WaferGen Biosystems (Takara Bio), Weidmann Plastics, Wenhao Chip, X-FAB, Xona Microfluidics, z-microsystems, Zomedica Pharmaceuticals, and more.
COMPANIES CITED IN THIS REPORT (2/2)
380+ slides of market and technology analysis
Information gathered through direct discussions with players all along the supply chain
Status of the Microfluidics Industry 2020 | Sample | www.yole.fr | ©2020
4
• Glossary and definitions p.2
• Table of contents p.3
• Report objectives p.7
• Report scope p.8
• Report methodology p.10
• About the authors p.11
• Companies cited in this report p.12
• What we got right, What we got wrong p.13
• Who should be interested by this report p.14
• Yole Group related reports p.15
• Three-slide takeaway p.16
• Executive summary p.20
• Context p.60
o Definition - our vision of microfluidics
o Microfluidics - advantages and drawbacks
o Our vision of the microfluidic market
o Examples of applications that use microfluidic products
o Why are microfluidic solutions used?
o Methodology
o Microfluidic applications – definitions
o Microfluidic devices take multiple forms
• Impact of the COVID-19 pandemic p.71
o Impact of the COVID-19 pandemic on the overall healthcare market
o Different types of tests for different purposes – all complementary
o What’s the impact on the overall microfluidic market?
o Estimated impact of the COVID-19 pandemic on each segment
o Main winners
o Winners in numbers – examples
o Interesting moves
o Tests examples
o SARS-CoV-2 point-of-care molecular diagnostic tests
o Microfluidics for COVID-19: molecular tests mainly, but not only!
o Start-up companies put important resources in COVID-19 tests development
o Microfluidic companies funding related to the pandemic
o Mid- and long-term opportunities for POC test makers
o The pandemic showed the evidence that more efficient diagnostics tools are
required
o Lessons will be learned
o Impact of the COVID-19 pandemic: conclusions
TABLE OF CONTENTS
Part 1/4
Status of the Microfluidics Industry 2020 | Sample | www.yole.fr | ©2020
5
• Market forecasts p.92
o Microfluidic functions and applications
o Microfluidics: market segmentation
o Changes to our market segmentation this year
o Microfluidic applications – definitions
o Reminder: our vision of microfluidics
o Microfluidic products, in volume
o Microfluidic products, in value
o Segment dynamics – microfluidic products
o Microfluidic devices, in value
o Segment dynamics – microfluidic devices
o How the value is spread across the supply chain
o What we got right/wrong and why
o Material mix analysis
o Conclusion
• Market trends p.120
o Introduction
o Microfluidic devices of various complexity serve different applications
o Most promising applications have not reached their full potential yet
o Different business models as a solutions provider
o The development of « open platform » business models
o The 8 main areas where we see things moving since 12 months
o The sequencing race is shifting up a gear
o Illumina/PacBio: summary of a next-gen “soap opera”
o Toward on-chip detection with silicon and instrument-free consumables
o Veterinary testing is the new place to be!
o Molecular testing is making it to the next step
o The advent of multi-modal testing platforms
o Tools for cell isolation, sorting, and analysis
o Diagnostic technologies for new biotherapeutics QC
o Micro-bioreactors and flow chemistry solutions
o In-house vs. Outsourced production
o Fundraising analysis
o M&A analysis
o Conclusion: microfluidics is reaching maturity
• Focus on microneedles p.158
o Microneedles for drug delivery
o Types of microneedles
o Microneedles for body fluids sensing
o Trends
o Players and products examples
o Conclusion
• Market shares and supply chain p.168
o Microfluidic integrators, by material
o Microfluidic products market (integrators) – Top 15 2019
o Microfluidic products market (integrators) – Top 15 evolution 2018-2019
o Market shares per segment
o Microfluidic fabs: definition
o Microfluidic fabs mapping
o Microfluidic fabs – geographical location
o Injection molders – not all are expert in microfluidicsStatus of the Microfluidics Industry 2020 | Sample | www.yole.fr | ©2020
TABLE OF CONTENTS
Part 2/4
6
o Microfluidic fab ranking
o Microfluidic Fabs: the acquisition race
o Fabs – What are the selection criteria for choosing a supplier?
o Fabs – Semiconductor players still show high interest
• Technology trends p.194
o Materials used in microfluidics
o Materials - Comparison
o Materials – Hybrid integration
o Materials – bonding of hybrid materials
o Manufacturing process comparison
o Reshaping processes - overview
o Reshaping processes – Soft lithography
o Reshaping processes – Injection molding
o Reshaping processes – Roll to roll
o Reshaping processes – hot embossing / thermal NIL
o Reshaping processes – UV-NIL
o Reshaping processes – NIL vs. Injection molding
o Towards a switch from glass to polymer thanks to NIL technologies?
o Reshaping processes for glass
o Polymer manufacturing methods
o Subtractive processes – overview
o Subtractive processes – Laser micromachining
o Subtractive processes – Etching processes
o Surface modification
o Graphene: a new material for biomedical sensors?
o Towards molecular electronics
o Different detection methods are possible
o Type of test vs. type of detection
o PCR is still the gold standard, but things tend to move
o Examples of isothermal amplification methods
o Advantages and drawbacks of isothermal amplification methods
o Why is still PCR the gold standard? Is it going to change?
o Roadmap for molecular diagnostics methods
• Cost analysis p.237
o Introduction
o Complexity of microfluidic cartridges
o Cost modelling
o In-house vs. outsourced manufacturing: pros and cons
o Investment in a production line
o Semi-automated vs. fully automated production line
o Setting up your own production line
o Minimal equipment for microfluidic device manufacturing
o Glass chip process flow example
o Cost of equipment
o Similar equipment varies in cost depending on many criteria
o Initial cost to set up a production line
o Issues associated to having its own production line
o Cost of raw materials
o Impact of the material on the cost
o Design choices have a significant impact on COGS
o Cost of cartridge elements
o Cost modelling in function of process and materialStatus of the Microfluidics Industry 2020 | Sample | www.yole.fr | ©2020
TABLE OF CONTENTS
Part 3/4
7
o Cost of goods
o Simplicity is key to keep a good yield
o Back-end processing holds the major fraction of the cost in volume production
o Summary recommendations
o Value chain – estimations
o Value chain – Example for a $50 point-of-care test
o Gross margin on microfluidic products
o Cost analysis: conclusion
• Report conclusion p.267
• Appendix p.273
o Market segment descriptions
For each of our market segments description:
• One-slide summary
• Examples of key players and products
• Main market and technology trends, technical and behavioral requirements
o Emerging applications
o Who’s Working with Whom?
o Other technology trends
• Yole Développement presentation p.285
Status of the Microfluidics Industry 2020 | Sample | www.yole.fr | ©2020
TABLE OF CONTENTS
Part 4/4
8
This new Yole Développement report provides a complete analysis of microfluidic device/productapplications, markets, and technologies:
o Analysis of COVID-19 short- and long-term impact on applications, players, and new opportunities
o New major trends and evolutions in the microfluidic industry markets, applications and business models
o Presentation of the hot sports were things are moving, along with future high-potential applications
o Analysis of strategic moves since 2019: mergers and acquisitions, fundraising, etc.
o Understanding of the competitive environment with an overview of key players and products per segment,and evolution of microfluidic integrators’ market shares per segment, and of foundries’ market shares
o Updated market data and forecast up to 2025, in value and units for microfluidic devices and products, withinsights about the materials market (polymer, glass wafers, silicon wafers)
o Supply chain description and analysis
o Cost analysis for the manufacturing of microfluidic devices with different materials and processes, and forthe establishment of a manufacturing line
o Latest technology trends (materials, manufacturing, biology, detection methods, multi-modal platforms, etc.)
Status of the Microfluidics Industry 2020 | Sample | www.yole.fr | ©2020
REPORT STRUCTURE AND OBJECTIVES
9
REPORT SCOPE
Your needs are
out of scope of this
report?
Contact us for a custom report:
Other methods controlling
very small fluid volumes
Microfluidics is the science and technology that deals with the manipulation of fluids, usually inthe range of microliters (10-6) to picoliters (10-12) and/or in networks of micrometer-sizechannels
Our definition of microfluidics encompasses:
Micro-fabricated devices with
channels below ~500µm in size
and/or
Status of the Microfluidics Industry 2020 | Sample | www.yole.fr | ©2020
10
REPORT SCOPE
Example: Binx Health
analyzer
Microfluidic device: chip
(raw hardware)
Microfluidic product: cartridge with
reagents and packaging
Example: Binx Health
cartridge
Microfluidic instrument
Also included: flow control
instruments, etc.NOT QUANTIFIED
Status of the Microfluidics Industry 2020 | Sample | www.yole.fr | ©2020
11Status of the Microfluidics Industry 2020 | Sample | www.yole.fr | ©2020
METHODOLOGIES & DEFINITIONS
Market
Volume (in Munits)
ASP (in $)
Revenue (in $M)
Yole’s market forecast model is based on the matching of several sources:
Information
Aggregation
Preexisting
information
12
WHO SHOULD BE INTERESTED IN THIS REPORT?
Financial & strategic investors:
o Realize potential of microfluidic technologies
o See the latest moves within the industry
o Learn the sweet spots and growing applications, and understand end-users' objectives
R&D players:
o Understand new challenges linked to microfluidic technologies
o Address the right market with the right technology
Healthcare & governmental organizations:
o Evaluate benefits of microfluidic technologies
o Identify relevant companies
Diagnostic, pharmaceutical, biotechnology, industrial, and other companies:
o Understand what is “state of the art” in microfluidic technologies, and which solutions could bring operational benefits
o Identify the different players across the supply chain
o Comprehend behavior evolution
o Highlight competitors and targets for collaborations or M&A
Microfluidic foundries and device makers:o Grasp technical requirements
o Recognize business opportunities and prospects
o Understand the evolution of the supply chain
MEMS, electronics, and optics players:o Understand the microfluidic market and
technologies
o Interpret the requirements for market entry
Status of the Microfluidics Industry 2020 | Sample | www.yole.fr | ©2020
13
Sébastien Clerc
Sébastien Clerc is a Technology & Market Analyst in Microfluidics, Sensing & Actuating at Yole
Développement (Yole).
As member of the Photonics & Sensing team, Sébastien has authored a collection of market and
technology reports dedicated to microfluidics and other micro-devices for both market segments:
medical (including diagnostics, pharmaceutical, biotechnology, drug delivery, medical devices) and
industrial (including environment, agro-food).
At the same time, he is involved in custom projects such as strategic marketing, technology scouting
and technology evaluation to help academic and industrial players in their innovation processes.
Thanks to his technology & market expertise, Sébastien has spoken in more than 20 industry
conferences worldwide over the last 5 years.
Sébastien Clerc graduated from Grenoble Institute of Technology (Grenoble INP - Grenoble,
France) with a Master’s in Biomedical Technologies. He completed his academic studies with a
Master’s in Innovation and Technology Management at the same institute.
Email: [email protected]
Status of the Microfluidics Industry 2020 | Sample | www.yole.fr | ©2020
ABOUT THE AUTHOR
Biography & contact
15
MICROFLUIDIC APPLICATIONS - DEFINITIONS
Microfluidic technology is used everywhere.
• Clinical diagnostics (central lab)
Laboratory equipment for human diagnostics
• Point-of-Care diagnostics (human)
Diagnostic equipment for out-of-reference laboratory, near-patient testing (intensive care, doctor’s offices, hometesting, etc.), focused on human testing
• Veterinary diagnostics
Diagnostic equipment for veterinary testing, both centrallab and point of care
• Tools for pharmaceutical and life science research
Microfluidic devices for drug discovery and screening,genomics, proteomics, cell analysis
• Industrial diagnostics
Microfluidic-based tests for quality/process control andpathogen detection in the agriculture/ food/ water/chemical/ pharmaceutical industries). Also includes oil andgas, military, security, and forensics applications.
• Drug delivery
Microfluidic devices for drug delivery, such as inhalers,microneedles, and implantable micropumps
• Optical actuation
Microfluidic devices for liquid lenses for consumer and industrial applications
• Manufacturing & microreaction (incl. flow chemistry)
Microfluidic devices for micro-reaction, bioprocess development, and flow chemistry, involved inresearch or in pilot-production units for manufacturing of chemicals and biopharmaceuticals
MicrofluidicApplications
Clinical diagnostics (central lab) Point-of-
Care diagnostics (human)
Veterinary diagnostics
Tools for pharma & life science research
Industrial diagnostics
(incl. environmental & agro-food)
Drug delivery
Manufacturing &
microreaction
Optical actuation
Status of the Microfluidics Industry 2020 | Sample | www.yole.fr | ©2020
16
Whole dedicated part to understand short- and long-term impact of the COVID-19 pandemic on the industry
along with new related opportunities and who the main winners will be.
COVID-19 PANDEMIC
Different types of tests for different purposes – all complementary
Molecular
Detect the virus itself
(PCR or alternative
methods)
Immunoassay
Detect the body’s
immune response
ThroughputLow (POC)Usually 1 sample per run, sometimes up to 4 or 8
High (central lab)48, 96 or even more samples per run
Microfluidics = what we track at Yole Développement
Status of the Microfluidics Industry 2020 | Sample | www.yole.fr | ©2020
17
Whole dedicated part to understand short- and long-term impact of the COVID-19 pandemic on the industry
along with new related opportunities and who the main winners will be.
COVID-19 PANDEMIC
Mid- and long-term opportunities for POC test makers
Airport / travel
Rapid passenger screening
Workplace
Rapid employee / visitor screening
In addition to the placement of instruments in many healthcare facilities, which will remain in place after the
pandemic and be used for other types of tests, there are new opportunities showing up for POC test makers.
Here, very rapid tests like Abbott’s IDNOW will be the winners.
Status of the Microfluidics Industry 2020 | Sample | www.yole.fr | ©2020
18
Detailed explanation of current and future market trends, covering many applications of microfluidics,
evolution of the markets, applications, and business models.
Liquid Biopsy
Protein sequencing
Point-of-care diagnostics
& wearable biosensors
MARKET TRENDS
Most promising applications have not reached their full potential yet
Potential volume
per year at
maturity
Time to
maturity5 years 10 years 15 years 20 years
10M
100M
1B
10B
Liquid lenses
Electronics cooling
Organs-on-chips
DNA sequencing
DNA
data
storage
Many applications of microfluidics hold the promise for high volumes, but are still in their early days and need additional
development.They will also need to find the right market approach for widespread adoption.
Status of the Microfluidics Industry 2020 | Sample | www.yole.fr | ©2020
19
• In DNA sequencing, the race is speeding up again: BGI is blowing in Illumina’s neck, newcomers likeGenapsys want their part of the cake ; meanwhile, Illumina and PacBio’s union was prevented by antitrustbodies
• CMOS sensors, both electrical and optical, are increasingly used in several areas of microfluidicsincluding DNA sequencing and point-of-care testing but also organs-on-chips, paving the way forinstrument-free consumables. Some fabs are now building on that aggressively (X-FAB, Schott).
• The Veterinary testing segment sees many new entrants with microfluidic technologies: manycompanies now consider it as a strategic market on the road for enlarging their offer to humandiagnostics
• Molecular diagnostics for point-of-care / point-of-need applications are now making it to thenext step, with extremely successful solutions now being reliable and widely used by physicians. TheCOVID-19 pandemic has even accelerated the adoption of such technologies, the question is now toassess whether there is still some space for new entrants
MARKET TRENDS
The 8 main areas where we see things moving since 12 months (1/2)
Status of the Microfluidics Industry 2020 | Sample | www.yole.fr | ©2020
Learn more about eight application areas where things are hot currently! Dedicated in-depth
analysis for each of them.
20
• The advent of multi-modal platforms (able to perform immunoassays, clinical chemistry, cytometry,nucleic acid detection, etc.) hold the promise for standalone instruments being able to perform almostany type of test, unveiling limitless possibilities for the future of diagnostics
• There is a boom in tools for cell sorting, cell isolation, cell culture, gene editing and cellanalysis in the context of drug development, disease understanding, gene editing, and many moreapplications that require studying cells.
• Microfluidic diagnostic technologies start being used for quality control after manufacturing ofnew biopharmaceuticals (monoclonal antibodies, cell and gene therapies, etc.)
• Flow chemistry and micro-bioreaction enjoy a new tailwind, with regained interest from biotechand pharma companies for the manufacturing of chemicals and pharmaceuticals. We heard that Corningspecifically opened a factory in China for new biologics manufacturing.
MARKET TRENDS
The 8 main areas where we see things moving since 12 months (2/2)
Status of the Microfluidics Industry 2020 | Sample | www.yole.fr | ©2020
Learn more about eight application areas where things are hot currently! Dedicated in-depth
analysis for each of them.
21
MARKET DATA AND FORECASTS
Microfluidic products, in value
The market is growing much faster in $M than in volume, reflecting that more high-value products are penetrating the market.
There is a significant boost in clinical diagnostics and in point-of-care diagnostics in 2020 due to theCOVID-19 pandemic and the associated strong demand for respiratory pathogen tests.
Status of the Microfluidics Industry 2020 | Sample | www.yole.fr | ©2020
Device Product
Market segmentation, data and forecasts 2019-2025, by devices and products, in units and dollars,
including material mix and wafer info.
22Status of the Microfluidics Industry 2020 | Sample | www.yole.fr | ©2020
MARKET DATA AND FORECASTS
Material mix analysis (1/2)
Device Product
This chart shows, for each application of microfluidics, the percentage of devices which contained thecorresponding material (in 2019). Certain devices are hybrid and contain several materials, whichis why numbers sum up to more than 100%.
Market segmentation, data and forecasts 2019-2025, by devices and products, in units and dollars,
including material mix and wafer info.
23
MARKET TRENDS
Fundraising analysis
Sequencing – $1,716M
Between January 2019
and August 2020, Yole
identified:
$3,768M+ raised in 82+
fundraising operations
($46M per operation in
average) from 60+
companies
Other genomics – $928M
Single-cell – $905M
Molecular diagnostics for
pathogen detection – $678M
Point-of-care – $627M
#1
#2
#3
#4
#5N.B.: some fundraising operations fall in
several categories, so the numbers sum up to
more than the total indicated on the right
Status of the Microfluidics Industry 2020 | Sample | www.yole.fr | ©2020
Detailed fundraising and M&A analysis help understanding the hot spots (analysis of the top 30
fundraising operations since 2019, rationales for 15+ acquisitions, etc.).
24
SUPPLY CHAIN
Microfluidic fabs mapping
Glass
= new identification since
the previous report
(MiTASChip)
(Unibio)
Supply chain description and analysis at different levels: microfluidic device manufacturers (fabs),
integrators (diagnostic companies), design houses, materials providers, etc.
Polymer Silicon
Status of the Microfluidics Industry 2020 | Sample | www.yole.fr | ©2020
25
MARKET SHARES
Microfluidic products market (integrators) – Top 15 evolution 2018-2019
Status of the Microfluidics Industry 2020 | Sample | www.yole.fr | ©2020
Market shares at different levels of the supply chain, including fabs and integrators, with
comparison to last year, explaining the dynamics.
26
MARKET SHARES PER SEGMENT
S2 – Point-of-Care (human)
Others
Total market
$4.5B in 2019
Status of the Microfluidics Industry 2020 | Sample | www.yole.fr | ©2020
Understand the competitive environment with detailed market shares per segment for the first
time in this report.
27
Discover a detailed cost analysis regarding manufacturing line set-up and different types of
microfluidic device/product manufacturing in function of materials, volumes, and in-house vs
outsourcing analysis.
COST ANALYSIS
Cost modelling in function of process and material
The model confirms that PDMS is less expensive for very low volumes, but less than commonly thought because all thecost of equipment is rarely counted for PDMS prototyping in the universities. PDMS is not suitable for large-scaleproduction.
It also suggests that for high volumes, NIL becomes more interesting than injection molding
Status of the Microfluidics Industry 2020 | Sample | www.yole.fr | ©2020
28
FOCUS ON MICRONEEDLES
Microneedles for drug delivery – types of microneedles
Microneedles
Solid
Without active substance
Used to pierce the skin, then a drug patch is applied. This allows for
improved drug penetration
Dissolvable
Usually made of dissolving polymer mixed with dried
drugs
Coated
Coated with the drug to inject
Hollow
Comparable to traditional needles but shorterSource: Kim, Y.C.; Park, J.H.; Prausnitz, M.R. Microneedles for drug
and vaccine delivery. Adv. Drug Deliv. Rev. 2012, 64, 1547–1568.
Status of the Microfluidics Industry 2020 | Sample | www.yole.fr | ©2020
Enter the world of microneedles with a dedicated chapter describing market and technology
trends regarding this area.
29
A decade from now, with ever decreasing costs of sequencing:
• Central labs might move to sequencing instead of PCR
• POC might move to isothermal, still largely shared with PCR assays. Isothermal methods might finally reach a maturitywhere their advantages outweigh their drawbacks.
MOLECULAR DIAGNOSTICS METHODS
Roadmap for molecular diagnostics methods
Time2000 2010 2020 2030
Academic
Central lab
Point-of-care PCR PCRIsothermal
PCRIsothermal
Isothermal
PCR PCRSequencing
PCRSequencing
Sequencing
PCRSequencing
PCRIsothermal
Sequencing
PCRIsothermal
Sequencing
PCRIsothermal
New
technology?
Status of the Microfluidics Industry 2020 | Sample | www.yole.fr | ©2020
Materials, manufacturing and other technology trends, including alternatives to PCR, and
roadmaps.
30
MANUFACTURING PROCESSES AND TRENDS
Reshaping processes – NIL vs. Injection molding
NIL is becoming an interesting alternative to injection molding.
Using large glass or silicon wafers (300mm) or even panels (370*470 mm²) as the substrate forNIL enables putting 30 or more chips the size of a microscope slide (25*75 mm²) in a singlebatch. This enables similar throughput as injection molding, which makes NIL a good alternativethat goes below in terms of feature size and allow better aspect ratios.Also in terms of back-end processing, operations like bonding, electrode fabrication, surfacetreatment, reagent spotting, etc. can be done at the wafer level which maximizes efficiency andreduces costs.
Gratings manufactured with
UV-Nanoimprint Lithography
(SmartNIL®) from EVG
Status of the Microfluidics Industry 2020 | Sample | www.yole.fr | ©2020
Enjoy in-depth manufacturing process descriptions and comparison.
31
SEGMENT 5 – TOOLS FOR PHARMACEUTICAL AND LIFE SCIENCE RESEARCH
Segment descriptionConsumables (flow cells, microarrays) for genomics, proteomics, cell-based assays, tissue engineering, and drug discovery. High emphasis on
DNA/RNA sequencing and single-cell isolation/analysis. Also increasing number of liquid biopsy devices for circulating tumor cells (CTC) isolation
(not used for clinical applications yet) and organ-on-a-chip devices.
Market
Key requirementsHigh precision, high throughput, multiplexing, good optical properties when the detection is optical, compatibility with standardized equipment (96-
and 384-well-plates, liquid-handling robots, etc.). For sequencing applications, there is a race toward reducing the size of nanostructures to increase
the sequencing power per surface unit.
2019 2025CAGR
2019-
2025
CAGR 2019-
2025
MunitsASP
($)$M Munits
ASP
($)$M (units) ($)
Product
market9.8 277.9 2,711 23.7 300.2 7,103 15.9% 17.4%
Device
market9.8 153.0 1,493 23.7 129.7 3,069 15.2% 12.8%
Key players and key products examples• 10X Genomics: Chromium
• Agilent Technologies: microarrays, genomics chips, etc.
• BGI: sequencing flow cells
• Bionano Genomics: Saphyr
• Bio-Rad (+ RainDance): droplet digital PCR, target enrichment
• Biolidics (ClearBridge Biomedics): CTC isolation chip
• Fluidigm: IFCs for single-cell isolation, etc.
• Illumina: sequencing flow cells + microarrays
• NanoCellect: Chips for single-cell sorting & isolation
• NanoString Technologies: nCounter
• Oxford Nanopore Technologies: sequencing flow cells
• Pacific Biosciences: sequencing flow cells
• Quanterix: Simoa
• Silicon Biosystems (Menarini): DEPArray
• Sophion Bioscience: QChip, Qplate
• Stilla Technologies: Naica digital PCR
• WaferGen Biosystems (Takara Bio): ICELL8, SmartChip
Detailed description of every market segment including market and technology trends, and key
players and product examples. Status of the Microfluidics Industry 2020 | Sample | www.yole.fr | ©2020
32
SEGMENT 5 – TOOLS FOR PHARMACEUTICAL AND LIFE SCIENCE RESEARCH
Switch to silicon and to detection on the consumable
Companies increasingly use silicon for their microfluidic devices, especially in the life science research field because there is a needfor sensing and intelligence on-chip.An interesting example is Illumina’s latest flow cell.
In early 2018, Illumina released the iSeq100, a new sequencing system combining the company’s sequencing-by-synthesistechnology with a semiconductor chip. It was interesting to see this move from glass to silicon. The iSeq100 is a lower-throughputsequencer priced around $20k, making it affordable for most laboratories: the throughput is the lowest of Illumina’s offering, butthe audience is much wider. The product leverages Illumina’s new one-color chemistry: despite being a silicon chip, it still relies onoptical detection.
The real move here lies in the integration of the detection scheme directly onto the consumable, making rid ofexpensive optics in the sequencing instrument – which are fragile and need precise calibration;
We believe that this increased use of silicon will continue in the coming years. Other players made this move towards on-chipoptical detection, like BGI that announced a similar chip for its next sequencer.
Detailed description of every market segment including market and technology trends, and key
players and product examples. Status of the Microfluidics Industry 2020 | Sample | www.yole.fr | ©2020
33
Contact our
Sales Team
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Point-of-Need 2020 –Including PCR-Based Testing
Status of the MEMS Industry 2020
BioMEMS Market and Technology 2020
Next Generation Sequencing & DNA Synthesis: Technology, Consumables
Manufacturing and Market Trends 2019
Organs-On-Chips Market and Technology Landscape 2019
YOLE GROUP OF COMPANIES RELATED REPORTS
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