China's Top 30 Brain-Computer Interface Companies of 2026 Unveiled; Market Size Projected to Reach RMB 80 Billion by 2030

In March 2026, Neuracle obtained the world’s first Class III medical device certification for an invasive brain-computer interface (BCI). Two days later, the National Healthcare Security Administration assigned a medical insurance code to the product. On March 23, Shanghai took the lead in incorporating it into the local medical insurance catalog for medical consumables. The industry now boasts a verifiable business model, calculable market size, and predictable cash flow. Furthermore, the National Medical Products Administration has opened a green channel for innovative medical devices, facilitating the approval process for BCI products.# Major Acceleration Pathways. Meanwhile, the successive introduction of a series of industry standards has provided a unified basis for product research and development, registration, and clinical application. The brain-computer interface (BCI) field is ushering in its true “Year One.”

Deben Consulting mentioned that,In the first quarter of 2026, financing in the brain-computer interface (BCI) sector surpassed the total for the entire year of 2025. As of June 2026, more than 10 companies in China had initiated human clinical trials, with dozens of implantation surgeries completed cumulatively.

Deben Consulting pointed out,Over the next five years, the brain-computer interface (BCI) industry will enter a period of rapid development, with the market size growing from RMB 5 billion in 2026 to RMB 80 billion in 2030. During this process, corporate competition will revolve around three core dimensions.1. Clinical Translation, whoever can complete clinical trials more quickly, obtain Class III medical device certification, and get included in the National Reimbursement Drug List will seize the first-mover advantage in the market.2. Cost Control, with the domestic substitution of upstream components and improvements in production processes, costs will gradually decrease, enabling rapid achievement of economies of scale.3. Ecosystem Construction, the future will no longer be a competition between individual enterprises,but rather integrating upstream and downstream resources，Competition Between Ecosystems.

Technological breakthroughs are merely the starting point; the maturation of the industry must ultimately return to two fundamental principles: first, whether the product can truly address clinical pain points, and second, whether the payment side can establish a sustainable closed loop. The entry of national health insurance has opened the first door for the latter, but subsequent large-scale application and long-term validation of safety and efficacy still require continuous answers from enterprises and medical institutions through real-world studies. Brain-computer interfaces are shedding their sci-fi allure, gradually becoming a business that demands careful calculation. In this race, speed does not guarantee endurance; considering the cycles of clinical validation, the transmission of health insurance policies, and the pace of product registration, the true watershed moment may take several more years to become clearly visible.