Robotic-assisted surgery is the most commercially significant technology transition in orthopedics in a generation. Stryker's Mako platform — with over 1,800 installed systems globally — has established the commercial template: capital equipment placement drives implant pull-through, increases procedure volume, and creates switching costs that defend market share against price competition. Every major orthopedic OEM is now competing to establish a comparable robotics installed base.
Zimmer Biomet's ROSA has reached over 1,200 installations. Globus Medical's ExcelsiusGPS leads in spine robotics with over 800 systems and is expanding into hip arthroplasty. DePuy Synthes's Velys has reached over 500 installations. Smith & Nephew's CORI is growing. The competitive dynamics of the robotics installed base race will determine market share in joint reconstruction and spine for the next decade.
This report provides significant competitor information, analysis, and insight critical to the development and implementation of effective marketing and R&D programs.
Topics Covered
• Robotics Installed Base Analysis
• Mako Commercial Model and Pull-Through Economics
• ROSA, ExcelsiusGPS, Velys, CORI Competitive Analysis
• Capital Sales Strategy
• Robotics Reimbursement
• Next-Generation Robotics Development
Table of Contents
1. Executive Summary
2. Market Overview
3. Robotics Installed Base Analysis
4. Mako Commercial Model and Pull-Through Economics
5. ROSA, ExcelsiusGPS, Velys, CORI Competitive Analysis
6. Capital Sales Strategy
7. Robotics Reimbursement
8. Next-Generation Robotics Development
9. Competitive Landscape
10. Regional Market Analysis
11. Strategic Conclusions and Recommendations
12. Appendix
List of Tables
Table 1. Market Overview and Key Data 2025
Table 2. Competitive Landscape 2025
Table 3-8. Topic-Specific Analysis Tables
Table 3. Leading Suppliers — Portfolio and Strategy Assessment 2025
Table 4. M&A and Partnership Activity 2023-2025
Table 5. Regional Analysis
Table 6. Key Risks and Mitigation Strategies
Companies Profiled
Brainlab
DePuy Synthes
Globus Medical
Medtronic
Smith & Nephew
Stryker
Think Surgical
Zimmer Biomet