Skip to main content
Industry Insights

Industry Insights · Brain–Computer Interface

Map of China's core BCI companies: three tiers and technology routes

Driven by policy, capital and technology, China's BCI industry has formed a layered, multi-path structure.

Published:2026-05-28Updated:2026-05-28

Updated
Illustration of the three tiers of China's BCI companies
China's BCI tiers: a non-invasive leader, an invasive 'twin-engine', and firms first to a registration certificate and mass-production capacity. Illustrative.
In short: China's BCI players fall into roughly three tiers: a non-invasive leader breaking through on productization and globalization (an FDA-cleared bionic hand, a consumer focus headband); an invasive 'twin-engine' on the world's only Mandarin real-time decoding and silk-protein flexible electrodes, building a mass-production plant; and notably one firm that won NMPA approval in March 2026 — the world's first approved invasive BCI medical device.

Tier one: technology leaders and commercial breakthroughs

Leading firms have hit milestones in core tech or commercialization. The non-invasive leader's bionic hand is the only such product cleared by the US FDA; with a consumer focus-training headband it forms a 'rehab + consumer health' model, and closed a ~RMB 2B Series B to chase a 'non-invasive first listing'.

Invasive 'twin-engine': decoding and electrodes

The invasive route is pushed by two firms: one strong in the world's only Mandarin real-time decoding system and silk-protein flexible electrodes, building a high-throughput electrode 'super-factory' after major investment; the other first on compliance — its implantable BCI hand-function compensation system won NMPA approval in March 2026, the world's first approved invasive BCI device.

Shared challenges beyond the tiers

Whatever the route, long-term signal stability, electrode biocompatibility, reliable encapsulation and manufacturability are the common gates from prototype to product.

The BIO angle

Flexible electrodes, long-term encapsulation and tissue interfaces are all materials problems. Silk-protein and polyimide flexible substrates often pair with medical silicone for insulation and encapsulation; BIO supports implant-grade silicone selection, adhesion and regulatory documentation.

FAQ

How are China's BCI firms tiered?

Roughly by core technology and commercialization: tier one has milestone tech or an approved product; others are in engineering and clinical progression. Routes split into non-invasive, invasive and semi-invasive.

What is the world's first approved invasive BCI?

An implantable BCI system for hand-function compensation in quadriplegic spinal-cord-injury patients, approved by NMPA in March 2026.

Why do flexible electrodes matter?

They directly affect long-term signal stability and tissue compatibility; a flexible substrate plus medical-silicone encapsulation is key to reducing inflammation and scarring.

Related reading

Browse all insights →

Note: an original analysis compiled from public industry information; figures and conclusions per official/original sources. Not investment advice.

Building in China's medical-device market?

From advanced medical silicone/polymers to material selection, regulatory and supply, BIO helps global and local partners move from selection to landed supply in China.