植入式脑深部神经刺激器(CNS)
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机器人里的“你”还是你吗?马斯克:借助脑机接口技术,20年内人类意识有望上传至机器人实现数字永生【附脑机接口行业前景分析】
Qian Zhan Wang· 2025-11-19 10:35
Core Insights - Brain-computer interface (BCI) technology is seen as a revolutionary field that could enable paralyzed individuals to walk again, restore vision for the visually impaired, and treat various neurological diseases, offering hope to many patients [2][6] - Elon Musk predicts that within 20 years, Neuralink's technology could allow humans to create a "snapshot" of their minds and upload it to Tesla's humanoid robot, Optimus, potentially achieving a form of digital immortality [2] - The global BCI industry is rapidly developing, with major countries implementing policies to seize leadership in this emerging technology [3][6] Industry Development - The U.S. has introduced the "Neural Engineering System Design Program," Japan has launched the "Brain/Heart Function Utilization Technology Promotion Strategy," and the EU has initiated the "Human Brain Project" [3] - China is also prioritizing BCI development, with a national policy aiming for key technological breakthroughs by 2027 and the cultivation of 2-3 global leading companies by 2030 [6] - The BCI industry in China has established a comprehensive supply chain, with the medical field currently accounting for 56% of downstream applications [6][8] Clinical Progress - Clinical advancements are evident, with Shanghai Huashan Hospital completing its first BCI implantation surgery, and several products from Aipeng Medical already generating sales [8] - China has conducted 30 clinical trials for BCIs, surpassing Neuralink's 7 trials, indicating a competitive edge in clinical applications [8] Market Potential - The BCI technology is expected to create a trillion-dollar market, driving growth across materials, chips, and medical devices, and becoming a significant new productive force [8] - The global BCI market is projected to reach $7.63 billion by 2029, although predictions vary due to ethical and social acceptance challenges [9]