电子行业跟踪报告：2026年Neuralink将对脑机接口设备进行大规模生产

Investment Rating - The report rates the electronic industry as "Outperform" compared to the market [1]. Core Insights - Neuralink is set to begin large-scale production of brain-computer interface (BCI) devices in 2026, transitioning to a more streamlined and nearly fully automated surgical process [2][5]. - The global BCI market is projected to reach $3.3 billion by 2026, with a compound annual growth rate (CAGR) of 12.7% from 2024 to 2026 [15][16]. - Non-invasive BCI technology is expected to dominate the market, accounting for over 80% of the BCI products by 2024 [16]. Summary by Sections Neuralink Development History - Neuralink was founded in 2016 by Elon Musk, focusing on invasive brain-computer interfaces and AI integration into the human cortex [6]. - The first product was launched in 2019, featuring ultra-thin flexible electrodes and a custom microchip [9]. Overview of Brain-Computer Interfaces - BCIs establish a direct communication pathway between the brain and external devices, aiming to interpret brain activity and convert it into commands for controlling devices [10]. Market Analysis - The global BCI market is expected to reach $2.6 billion in 2024, with a year-on-year growth of 8.3% [15]. - In China, the BCI market is projected to reach $460 million in 2024, growing by 18.5% [15]. Non-Invasive BCI Manufacturers - Companies like Kernel, Neurable, and MindMaze are actively developing non-invasive BCI technologies [20]. - Domestic companies such as Strong Brain Technology and Xiangyu Medical are also making significant advancements in this field [20].