Summary of Neural Interface Technology Conference Industry Overview - The conference focused on the neural interface technology industry, particularly advancements made by Neuralink and domestic companies in China [1][3][4][5][10]. Key Points and Arguments Neuralink's Advancements - Neuralink has significantly reduced the cost of implantable devices, with fixture costs dropping by 95%, from approximately $5,000-$6,000 to a few hundred dollars [1][3][4]. - The electrode production cost remains high, at over $10,000 per electrode, but the implantation speed has improved from 20 seconds to 1.5 seconds per electrode, facilitating clinical applications [1][3][4]. - The company has entered clinical trials, utilizing BlackRock electrodes and developing its own implantation devices that combine electron microscopy and OCR systems for precise electrode placement [1][8][9]. Challenges in Neural Interface Technology - The industry faces challenges such as complex electrode production processes, low yield rates, and patent barriers, particularly regarding non-invasive puncture techniques patented by Musk [1][5][6]. - Domestic companies need breakthroughs in materials, processes, and patent strategies to compete effectively [1][5]. Comparison of Invasive and Semi-Invasive Techniques - Neuralink's fully invasive technology targets complex diseases, while domestic companies like BoruiKang focus on semi-invasive methods primarily for rehabilitation, which are less risky and costly [1][7][10]. - The main difference lies in the application: fully invasive techniques aim to treat severe conditions through deep neural stimulation, whereas semi-invasive methods are used for rehabilitation by repairing damaged nerves [1][7]. Domestic Industry Landscape - Domestic companies such as JieTi, Tiger Technology, and WeiLing have made progress in flexible electrodes but still lag behind international leaders like Neuralink in terms of channel count (128 channels vs. Neuralink's 1,024 channels) and other technical specifications [1][10]. - The downstream applications of the domestic neural interface industry account for 70% of the market share, focusing on rehabilitation devices and commercial products, while upstream investments in electrode and chip development are capital-intensive [1][10]. Clinical Applications and Future Directions - BoruiKang's semi-quantitative methods have been widely adopted in over 20 hospitals in China, with more than 200 clinical trials conducted in 2024 [12]. - The potential for interventionist neural interfaces is highlighted, with successful trials indicating a promising future if challenges like vascular blockage can be addressed [2][16]. Competitive Landscape - Companies like Medtronic have received FDA approval for their brain stimulators, showing significant efficacy in treating conditions like epilepsy, while competitors like Pinchi Medical face challenges due to patent restrictions [14][25]. - The market for deep brain stimulation (DBS) devices is still developing, with no fully mature embedded products available yet [25]. Additional Important Insights - The domestic neural interface industry is characterized by a high investment threshold in the upstream sector, with a typical investment ratio of 3:1 or 4:1 favoring downstream applications [10]. - The technology's application in treating neurological diseases is expanding, with potential uses in conditions like Alzheimer's and depression through adaptive neural regulation [19]. This summary encapsulates the key discussions and insights from the neural interface technology conference, highlighting both advancements and challenges within the industry.

三大技术路线并行发展 刚刚过去的2025年，被业内称为中国脑机接口发展"元年"。 2025年5月，上海阶梯医疗科技有限公司发布了超柔性微创植入式脑机接口系统的前瞻性临床试验进 展；6月，南开大学教授段峰团队牵头开展的全球首例介入式脑机接口辅助人体患肢运动功能修复试验 完成；11月，武汉衷华脑机融合科技发展有限公司与华中科技大学同济医学院附属协和医院合作，完成 全国产自主研发脑机接口芯片的首例临床植入手术……脑机接口技术创新愈加贴合患者需求，一系列临 床突破相继落地。 脑机接口产业迎来"黄金发展期" 开栏的话脑机接口实现"意念操控"，量子科技重塑计算边界，生物制造迈向万亿级产业……昔日的科学 设想，如今已悄然照进现实。本报今起开设"未来已来"栏目，捕捉实验室里的创新火花，见证前沿科 技"从0到1""从1到100"的突破，倾听未来产业的强劲脉动。 手术后17天，瘫痪8年的患者能通过意念玩"贪吃蛇""马里奥赛车"游戏；另一位高位截瘫4年的患者，经 过两个月训练后，不仅恢复了自主抓握，还能重新签下自己的名字……在不久前举办的2025脑机接口大 会主论坛上，复旦大学附属华山医院院长毛颖分享的案例，让现场观众真切感受到脑 ...