Industry Rating - The industry rating for the computer sector, specifically focusing on brain-computer interface (BCI) technology, is Positive (Maintained) [7] Core Views - The first AGI algorithm-based BCI product, Dreamgear, is set to launch on December 28, 2024, featuring 10 high-sensitivity brain signal channels for dream analysis and reconstruction [2] - BCI is increasingly integrated with robotics, particularly in medical rehabilitation and general-purpose robotics, with applications like spinal injury recovery and daily activity control [3] - Neuralink's Blindsight device has received FDA's "Breakthrough Device" designation, accelerating its development and market entry, with plans for 10,000 implants by 2030 [4] - BCI has been recognized as a new productive force, with accelerated industrialization and policy support, including clinical trials and standardization efforts [5] - Future catalysts include Neuralink's next-gen products, industry standardization, and potential breakthroughs in brain science [6] Market Potential and Global Leadership - The BCI market is projected to reach $108.9 billion by 2033, with a CAGR of 17.2% from 2024 to 2033 [50] - The U.S. leads in BCI research and development, with significant investments and advancements in neural interface technologies [57] - China is rapidly catching up, with notable progress in non-invasive BCI technologies and increasing clinical trials [75][77] Technological Advancements - BCI technology has evolved from medical applications to diverse fields like smart homes, entertainment, and military applications [28][33] - The development of large-scale brain signal models, such as LaBraM, aims to improve the performance of BCI in various downstream tasks [44][45] - Neuralink's Blindsight device aims to restore vision in patients with visual impairments, with successful trials in monkeys and humans [64] Key Companies and Research Institutions - Neuralink: Focused on invasive BCI, with significant milestones including FDA approval for human trials and plans for large-scale implants [64][65] - Boreycon and Tsinghua University: Collaborated on the NEO BCI product, which has completed clinical trials and aims for 30-50 implants by 2025 [5] - Huawei: Filed patents related to BCI systems and chips, indicating a focus on practical applications [75][98] - Zhongke Information: Integrating BCI into medical applications like anesthesia and rehabilitation, with a focus on AI and big data [106][111] - Yanshan Technology: Established a brain AI research institute, focusing on brain signal decoding and real-time human-machine interaction [117][120] - Chengyitong: Developing both non-invasive and invasive BCI technologies, with plans for product certification and clinical trials [126][130] - Oriental Zhongke: Collaborating with Lingxi Technology on brain-inspired chips and edge computing applications [135][137] Applications and Future Directions - BCI is being used in medical rehabilitation, smart home control, entertainment, and military applications, with significant potential for future growth [33][38] - The integration of BCI with robotics is expected to drive advancements in humanoid robotics, particularly in motion control and learning [44] - Standardization efforts and policy support are expected to further accelerate the industrialization of BCI technologies [5][74]
脑机接口报告：脑机接口：机器人中的人机交换
浙商证券·2024-12-18 05:23