机构：脑机接口已迈入产业化临界点

Core Insights - Brain-computer interfaces (BCIs) are poised to revolutionize various sectors including healthcare, consumer electronics, and military aerospace, becoming a significant variable in future economic cycles and global economic structures [1][2] Industry Overview - The BCI industry is at a critical point of industrialization, with multiple countries implementing support plans. China's 14th Five-Year Plan identifies BCIs as one of six future industries, aiming for technological breakthroughs by 2027 and a mature industrial ecosystem by 2030 [1][2] Market Demand - The healthcare sector is currently the most mature and largest market for BCIs, with clinical trials addressing conditions such as stroke rehabilitation, quadriplegia, and speech disorders. Policy changes in medical insurance pricing are expected to facilitate the deployment of BCI-related devices [2] Growth Trends - The global BCI market is projected to reach $2.6 billion in 2024, reflecting an 8.3% year-on-year growth, with expectations to rise to $3.3 billion by 2026, resulting in a compound annual growth rate (CAGR) of 12.7% from 2024 to 2026. China's market is anticipated to reach $460 million in 2024, growing by 18.5% and accounting for 17.6% of the global market share [3] Product Segmentation - The BCI market is segmented into invasive, semi-invasive, and non-invasive categories, with non-invasive products expected to dominate the market due to their simplicity, low cost, and manageable risks. Non-invasive products are projected to account for over 80% of the market by 2024, while invasive and semi-invasive products will collectively represent about 18% [3]