2026-02-15
> TLDR: Sequencing platforms are rapidly commoditising as Roche, Illumina and others compete on speed and accuracy. The strategic advantage is shifting from selling sequencing machines to controlling integrated workflows and, ultimately, interpretation infrastructure. > > All platforms still converge to the same downstream formats and analysis pipelines, meaning long-term value sits not in sequencing itself but in infrastructure that converts sequencing output into reliable, scalable conclusions. > > Next decade winners will control interpretation and workflow infrastructure, not sequencing hardware. Sequencing is entering a new competitive phase. For more than a decade, Illumina dominated global DNA sequencing, enabling modern genomics research and diagnostics. That dominance is now being challenged.
