关税作为转折点：医疗技术如何大胆抓住时机，打造一个有弹性、数字化驱动的未来

Tariffs as a turning pointHow MedTech can boldly seize the moment and build a resilient, digitally driven future2Tariffs as a turning pointThe fallout is already visible. Stryker1 and Johnson & Johnson2 have projected $200 million and $400 million hits to their MedTech earnings, respectively. If current trends persist, 2026 will bring more challenges. In short, this isn’t a temporary disruption—it marks the start of a multi-year challenge.At the heart of the issue is a business model that hasn’t kept pace with the shift from exclusively hard goods to a digital inclusive mix. Heavy reliance on hardware and hard products means MedTech companies are particularly vulnerable to sourcing and import/export issues like tariffs. When those policies shift on a weekly basis, it is increasingly difficult to manage profit and long-term revenue. It is estimated that nearly 70% of MedTech devices sold in the US are manufactured or have components sourced globally3. Once a strength, complex supply ch