Investment Rating - The report maintains an "Outperform" rating for the industry [4]. Core Insights - The healthcare sector is currently the largest application area for brain-computer interface (BCI) technology, which is also the most advanced towards commercialization. The global BCI market size was 10.89 billion by 2033, with a compound annual growth rate (CAGR) of 16.55% from 2024 to 2033. In China, the BCI device market is expected to grow from a billion-level scale to a trillion-level by 2040, driven by strong policy support, technological collaboration, and a large patient base [2][3]. - A significant breakthrough was achieved by a research team led by Professor He Bin from Carnegie Mellon University, which utilized deep learning to decode individual thoughts and control cursors or robotic arms. This advancement in non-invasive BCI technology has improved communication performance and enhanced participant attention through focused ultrasound [2]. - On June 18, 2024, the "Expert Consensus on Clinical Research Implementation and Management of Brain-Computer Interfaces for Neurological Diseases" was officially released. This consensus outlines the classification of BCI technology, current clinical research status, ethical principles, and pathways for conducting clinical research, thereby promoting innovation and development in BCI applications for neurological disease treatment [2]. Summary by Sections - Market Size and Growth: The global BCI market is expected to grow from 10.89 billion by 2033, with a CAGR of 16.55% [2]. - Technological Advancements: The integration of focused ultrasound and machine learning has led to significant improvements in non-invasive BCI technology, enhancing signal quality and overall performance [2]. - Clinical Research Consensus: The release of the expert consensus aims to standardize clinical research processes and ethical guidelines for BCI technology, facilitating its application in clinical settings [2].
医药生物行业动态点评：脑机接口迎共识，推动临床研究标准化进程
东方财富证券·2024-06-25 08:30