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In January, Musk said that his brain-computer interface company Neuralink had implanted a chip into the human brain for the first time, and the transplant recipient is now recovering well. Preliminary results show good promise for neuron spike detection.
On March 20, local time, Musk's brain-computer interface company Neuralink live-streamed the situation of the first patient who received brain-computer implantation. The patient, Noland Arbaugh, was paralyzed from the neck down in a diving accident. During the live broadcast, Albo moves the computer cursor across the screen to play chess. "It's like using power on a cursor. ”
With the advancement of artificial intelligence and neuroscience, brain-computer interface technology has become a hot field in the technology industry. Brain-computer interface technology enables direct interaction between the human brain and external devices, providing more autonomy for people with disabilities, and bringing new innovative applications in virtual reality, gaming, and medical fields. With the in-depth research of brain science and the continuous improvement of brain-computer interface technology, the brain-computer interface market is expected to usher in more commercial applications and products.
-- The development of brain-computer interface
In 1929, the existence of human brain waves was recorded for the first time, opening up completely new possibilities for the study of human brain activity. In 1969, invasive brain-computer interface technology was first applied to primates, demonstrating the neuroplasticity of the brain. By 1978, the first invasive brain-computer interface device for vision restoration was successfully implanted into the human body, which was the first to confirm the operability of the integration of brain-computer interface technology and biomimetic technology, and led to further exploration of using science and technology to break through physiological barriers. In 1988, non-invasive brain-computer interfaces were successfully applied to control physical objects for the first time. In 1998, the first invasive brain-computer interface that could be used for motion simulation was implanted into the human body. In 2014, the first non-invasive brain-brain interface was successfully implemented.
Since 2015, a large number of start-ups have begun to appear in the brain-computer interface industry, and these companies have developed a series of consumer-grade brain-computer interface products, and the industrialization of brain-computer interface technology research and development results has begun to accelerate.
-- R&D of enterprises
As an emerging industry, technological strength plays a decisive role in the competitiveness of brain-computer interface enterprises. According to the data of Wisdom Buds, as of November 2022, among the enterprises in the brain-computer interface industry in mainland China, Qiangnao Technology (including its subsidiaries) has the largest number of patents, reaching 88, and the number of patents related to Brain Technology in the second place is 53, while the number of patents of other companies is below 50.
-- Investment and financing are still in their early stages
From the analysis of the investment and financing rounds of the brain-computer interface industry, the financing rounds of the brain-computer interface industry are still in the early stage, and the investment and financing rounds are concentrated before the C round.
-- The brain-computer interface market is small, and the standard system has not yet been established
According to the estimation of China Electronics Standardization Institute, the current market size of the global brain-computer interface industry has exceeded 1.5 billion US dollars, while the market size of the domestic brain-computer interface industry is only about 1 billion yuan, accounting for less than 10% of the global market size, and the industry still has a large space for development.
At the same time, despite the rapid development of domestic brain-computer interface technology, the mainland has not yet established a relatively unified standard system in the field of brain-computer interface data, brain signal decoding algorithms, and signal acquisition equipment, which may lead to a lack of order in the future market and hinder the development of the brain-computer interface industry.
Guotai Junan said that at present, the development of EEG large models often faces difficulties in the collection and processing of EEG data. With the development of brain-computer interface, brain-computer interface has become a new way of human-computer interaction, and brainwaves may become one of the modes of large models, which will effectively improve the efficiency and scale of EEG data collection and processing. With the rapid development of AI multimodal models represented by the Sora model, brain-computer interfaces will continue to empower multimodal related training, and Neuralink is expected to open up a new market for EEG large models.
Prospective Economist APP Information Group
For more research and analysis of this industry, please refer to the "Analysis Report on the Development Prospect Forecast and Investment Strategic Planning of China's Brain-Computer Interface Industry" by Qianzhan Industry Research Institute.
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