Key takeawayImplantable brain-computer interfaces are moving from research and development toward production-line construction, but plans for large-scale device production, product approvals and actual commercial rollout are at different stages.
How far has Neuralink’s latest development progressed?
- Musk disclosed that Neuralink’s second product, “Blindsight,” is technically ready and awaiting regulatory approval; the product is reportedly intended for people who are blind, including those born blind.
- Neuralink also announced in 2026 that it planned to begin large-scale production of brain-computer interface devices. Based on production-line progress in China and abroad, Kaiyuan Securities called 2026 the first year of mass production for implantable brain-computer interfaces.
How are domestic production capacity and product reviews progressing?
- StairMed plans to build a MEMS production line for ultra-flexible neural electrodes, adding annual capacity for 30 thousand implantable ultra-flexible neural electrodes. The line is expected to be completed in 2026, in preparation for subsequent market launch and mass-production rollout.
- StairMed’s implantable wireless brain-computer interface system has entered the special review procedure for innovative medical devices; BrainCo’s “super factory” broke ground in January 2026 and is tasked with mass-producing its fully implanted, fully wireless, full-function brain-computer interface system.
Where are policy measures and listed-company participation concentrated?
- In June 2026, China’s National Medical Products Administration issued guidelines on the classification and determination of brain-computer interface medical devices and on naming their generic names, clarifying product definitions. Earlier, medical service pricing items had separately listed charges for invasive implantation and removal, as well as non-invasive fitting.
- Listed companies participate in different ways: Saily Medical is developing an AI-based digital diagnosis and treatment system for psychiatric disorders through a subsidiary and is working with Huawei and others to explore large brain-science models; Better Medical is collaborating on products with downstream brain-computer interface customers, helping them transition from laboratory research and development to volume shipments.
