Breakthroughs in Three Technical Pathways Propel Rapid Expansion of Brain-Computer Interface Industry, Institutions Say

Source: Cailian Press

Reportedly, brain-computer interfaces (BCIs) have been identified as a key focus area for future industries, with the commercialization of BCI technology accelerating. Data shows that the total number of BCI enterprises in China has exceeded 200. According to industry reports, the market size of China's BCI sector is expected to surpass RMB 5 billion in 2026 and reach RMB 15 billion by 2030.

Brain-Computer Interface (BCI) is a convergent technology integrating neuroscience, microelectronics, artificial intelligence algorithms, and medical device engineering, enabling direct bidirectional communication between the brain and external systems without relying on peripheral nerves or muscles. BCI is accelerating its transition from laboratory research to commercial applications. Its industrial chain encompasses upstream core components, midstream system integration, and downstream scenario-based applications, presenting a diversified development pattern characterized by “medical dominance, consumer follow-up, and industrial penetration.” Bank of China International believes that the BCI industry is at a critical stage transitioning from laboratory breakthroughs to commercial implementation, with rapid advancements in three major technical pathways and promising potential for rapid market expansion. The industry chain is gradually being established and perfected; upstream core components feature high entry barriers, while downstream medical applications offer the largest market space, demonstrating long-term potential to scale from the tens of billions to the hundreds of billions in market value. With continuous strengthening of supportive policies and significantly accelerated commercialization, the substantial growth potential of the BCI industry remains highly promising.

As shown in the Cailianshe Theme Database, among the relevant listed companies:

Sunnyou Medicalstated that the company's core advantage lies in the deep integration of "brain-computer interface technology + proprietary rehabilitation equipment," with the company independently developing and manufacturing core BCI components and technologies, including chips, electrodes, algorithms, and complete devices.

‌RedickIn November 2025, strategically invested in a 20.41% equity stake of OYMotion Technology Co., Ltd. Founded in 2015, OYMotion is one of the few companies in China that simultaneously masters “brain-computer interface” + “Robot"Enterprises with two major technologies."

(Cailian Press)