Core Insights - The clinical transformation speed of brain-computer interface (BCI) technology is accelerating, with China's semi-invasive BCI "Beina No. 1" implanted in six patients and invasive products like "Beina No. 2" expected to enter clinical trials by 2026 [1] - The industry is entering a critical phase of clinical value verification and early commercialization, driven by strong policy support, high capital interest, and urgent clinical demand, while facing challenges from international competition and ethical controversies [1] Policy Framework - In 2023, the Ministry of Industry and Information Technology (MIIT) established a BCI track under the "Future Industry Innovation Task" and released a plan for standardization from 2023 to 2035 [2] - By 2025, multiple provinces in China have included BCI technology in their charging catalogs, paving the way for future clinical applications [2] Local Initiatives - Various provinces, including Beijing, Shanghai, and Shandong, have introduced special policies to support BCI industry development, with Shanghai focusing on creating specialized incubators [3] - The Tianjin Binhai High-tech Zone has also implemented supportive policies for BCI industrialization [3] Clinical Validation - BCI technology is categorized into invasive, non-invasive, and semi-invasive types, with invasive and semi-invasive technologies becoming core breakthroughs in medical rehabilitation [4] - The most mature application of BCI technology is in medical rehabilitation, particularly in restoring motor and speech functions [4] Application Expansion - The application scenarios for BCI technology are diversifying, with invasive BCIs focusing on medical settings and non-invasive BCIs being tested in various fields such as industrial safety and education [7] - Non-invasive BCIs are being piloted in industrial safety to monitor fatigue among operators, while consumer-grade applications are emerging in education and entertainment [7] Market Development - The consumer market for BCI technology is still in its nurturing phase, with products like brainwave headphones and brain-controlled gaming devices lacking sufficient user experience [8] - The medical rehabilitation sector is expected to dominate the market in the next five years, while consumer and industrial products will rely on technological breakthroughs for wider adoption [8] Industry Challenges - BCI technology faces challenges in core technology, application scenarios, market competition, and industry ecology, necessitating policy guidance and standardization [9] - Key technological breakthroughs in biocompatible flexible electrodes and AI decoding algorithms are essential for practical implementation [9] Technological Advancements - BCI technology is undergoing rapid iterative upgrades, with advancements in hardware and software, as well as interdisciplinary innovations in materials science and chip design [10] - The enhancement of full-chain technological capabilities will facilitate the transition of BCI systems from laboratory research to practical applications [10]