South Korean aesthetic device maker Classis presented its North America expansion strategy at the Jefferies Healthcare Conference in the US, highlighting a platform model that combines device sales with consumable revenue. For overseas buyers and distributors, this signals growing opportunities in the K-beauty device supply chain, particularly in high-frequency and HIFU segments.
North America Market Performance
Classis reported that its monopolar radiofrequency (MRF) devices surpassed 300 cumulative installations in North America last year. In Q1 this year, following the launch of its microneedle radiofrequency (MNRF) device, the company sold over 100 units combined (MRF + MNRF). This rapid adoption underscores strong demand for energy-based devices (EBD) in the region.
Product Portfolio and Pipeline
The company expects to receive approval for its HIFU device next year, which will expand its North American lineup alongside MRF and MNRF. Classis also highlighted the QuadSae device, which recently began full-scale sales in the US and Thailand, with a global sales target of 1,000 units this year. Ultraformer and Volumer are seeing revenue growth in key European markets.
Recurring Revenue Model
Classis emphasized its consumable-driven business model: after device placement, consumable sales grow with procedure volume. With a global installed base of 45,000 units across 80 countries, this model enhances mid- to long-term revenue visibility. The company projects that North America will account for 15% of total revenue by 2030.
What Buyers Should Watch
Distributors and clinic buyers should monitor Classis’s regulatory progress in China for Volumer, expected this year, and its Japan large-clinic chain orders. The company’s 2025 revenue guidance is KRW 490 billion (~USD 370 million). Success in North America device sales, QuadSae adoption, and China approvals will be key growth drivers. Revaluation of the stock will depend on the pace of North American sales and country-specific regulatory timelines.
Sourcing Context
Classis’s participation in the Jefferies Healthcare Conference—traditionally dominated by pharma and biotech—signals the rising profile of aesthetic device makers in global investment circles. For importers and distributors, this indicates a maturing supply chain for K-beauty devices, with potential for long-term partnerships in consumables and device distribution.
Source: Read the original report | Published: June 05, 2026