2025年中国脑机接口行业上游市场分析 脑电电极以无创电极为主【组图】

Core Insights - The article discusses the development prospects and investment opportunities in the brain-computer interface (BCI) industry, highlighting key players and technological advancements in the field [1] Group 1: Market Overview - The BCI hardware mainly consists of brain signal acquisition devices and BCI chips, with invasive chips requiring higher standards than non-invasive ones [1] - The BCI chip market is becoming increasingly competitive, with major players like Neuralink and NeuroSky launching specialized chips [4] - Hainan University has developed a series of core technologies and products for implantable BCIs, including high-throughput neural signal acquisition chips, which signify a move towards self-sufficiency in BCI technology in China [4][6] Group 2: Chip Analysis - Invasive BCI chips perform data readout and signal stimulation, with design considerations affecting the balance between on-chip processing and wireless data transmission [2] - The article mentions specific chips developed by various companies, including the SX-R128S4, SX-S32, and SX-WD60 from Hainan University, which together form a closed-loop technology covering the entire BCI chain [6] Group 3: EEG Acquisition Devices - EEG acquisition devices are categorized into non-invasive and invasive electrodes, with non-invasive electrodes being less accurate due to noise interference [7] - As of October 2025, 50 EEG electrode products have received NMPA certification in China, with 84% being domestically produced [9] - Among the certified products, non-invasive electrodes dominate, accounting for 74%, while invasive electrodes have seen an increase in market share compared to 2024 [11]