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From Crystal Slippers to Walking Shoes: What China's Brain-Computer Interface Industry Is Actually Short Of

China's BCI market is around RMB 3 billion today and is forecast to reach RMB 12 billion by 2030. A Tsinghua professor's shoe metaphor explains why the number is small — and why that is the industry's real problem.

2026-09-10 · 1089 words · NeuroAI
From Crystal Slippers to Walking Shoes: What China's Brain-Computer Interface Industry Is Actually Short Of

Key takeaways

  • China's brain-computer interface market was roughly RMB 3 billion (about US$420 million) in 2025, according to the China Academy of Information and Communications Technology. The 2030 forecast is RMB 12 billion (about US$1.7 billion) — a fourfold increase from a very small base.
  • Hangzhou-based Jialiang Neuroscience closed a C round and a D round back to back in early September 2026, raising several hundred million yuan in total. It holds four Class III medical device registrations, more than 190 granted patents, and works with over 50 tertiary hospitals.
  • On 9 September 2026, Tsinghua professor Gao Xiaorong argued the industry keeps building a "crystal slipper" — beautiful technology the patient must contort to fit — when what is needed is a "walking shoe": good enough, wearable, and repairable.
  • More than 3 million people in China live with Parkinson's disease; roughly 1–2 in every 100 people over 65. That is the population the technology is meant to serve.

Two things happened in the first week of September

One was money. The other was a judgement, and the judgement was the more interesting of the two.

On 8 September, Hangzhou-based Jialiang Neuroscience announced it had closed two consecutive funding rounds — a C round led by Qiming Venture Partners, and a D round joined by Saizhi Bole, Kuanqiao Hengsong and Ningbo state capital. Combined, the two rounds came to several hundred million yuan.

Founded in 2020, the company builds what you could describe as an adjustable device for the brain. Its verifiable numbers: four national Class III medical device registrations, more than 190 granted patents, partnerships with over 50 tertiary hospitals, and a pipeline spanning epilepsy, brain tumours, Parkinson's disease and spinal cord injury.

The money is earmarked for two things — pushing already-approved products to market, and pushing the next generation of neural interfaces into the clinic.

But the line worth reading is the one about how the company describes itself. Its next phase, it said, moves from proving the technology works to proving the product is worth paying for. Anyone who has watched a medical device company cross that gap knows how wide it is.

The crystal slipper

On 9 September, Gao Xiaorong of Tsinghua University gave an interview to China Securities Journal in which he reached for a metaphor.

The industry, he said, keeps carrying around a crystal slipper, searching for a foot that fits it.

A crystal slipper is gorgeous. It requires the patient to adapt to it: a craniotomy, months of inpatient rehabilitation, a multidisciplinary team at a major hospital. The number of people in a country of 1.4 billion who can wear it in any given year is small, and everyone in the field knows it is small.

A walking shoe is not the most advanced thing in the room. It is comfortable, it gets you a long way, and when it breaks someone nearby can fix it.

That is a remarkably candid thing for a senior researcher to say about his own field, and it matches the numbers. The China Academy of Information and Communications Technology puts the 2025 domestic BCI market at about RMB 3 billion, rising to around RMB 12 billion by 2030. Quadrupling in five years sounds fast until you notice the starting point: the entire industry, combined, generates less annual revenue than a single mid-sized consumer electronics company.

What has actually been achieved this year

The progress is real, and it should be stated plainly.

In March 2026, NeuroXess's NEO system was approved, becoming the first implantable BCI medical device to reach market anywhere in the world. On 8 September, Weihai Municipal Hospital completed the first implant activation at a prefecture-level hospital in China: a 47-year-old man with a cervical spinal cord injury drove a pneumatic glove by thinking about gripping. Nanjing Shanhai Medical's combined stimulation-recording electrode received a national Class III registration on 4 September.

Each of those is a genuine first. But between "a first case was performed" and "your parents can get this done at the hospital in their city" sit three unglamorous obstacles.

The three gaps between a first and a routine

How many hospitals can do the procedure. The Weihai case was news precisely because it was rare. Getting from one precedent to routine practice at a provincial tertiary hospital requires equipment procurement, team training and a written surgical protocol — a system, not a hero.

Who does the rehabilitation. Activation is the starting line, not the finish. Patients spend months learning to drive an external device with intention alone, and someone has to sit with them through it. China does not have enough rehabilitation therapists to meet existing demand, let alone new demand from BCI.

Who pays. Most implantable devices in this category are not yet on routine insurance reimbursement lists. A green channel for listing consumables in procurement catalogues is not the same thing as the patient being reimbursed.

Technology is running faster than hospitals, and hospitals are running faster than the payer. The distance between those three is what a family experiences as "how much longer?"

What this means if you are not a researcher

If you have a family member with Parkinson's, epilepsy or a spinal cord injury, three questions are worth asking before anything else.

One: is it an epidural approach or does it penetrate brain tissue? The two carry very different risk profiles. Two: does anything with a battery go inside the body? If it does, there is a second surgery in the patient's future when that battery dies. Three: who owns the rehabilitation afterwards?

And one general rule: rank "can it be repaired locally" above "how advanced is it." Every implanted device has a failure cycle. Whether that failure can be handled in the patient's own city determines the following decade of their life far more than the electrode count does.

Honest limitations

This article leans on a single interview for the shoe metaphor and on a single institute's market sizing. Chinese market forecasts for emerging medical technology are produced by many bodies and they disagree; the CAICT figure should be read as one credible estimate, not a settled number. The funding round totals were reported as "several hundred million yuan" rather than an exact figure.

Sources: China Securities Journal interview with Gao Xiaorong (9 September 2026); China Academy of Information and Communications Technology market sizing; company announcements on the Jialiang funding rounds and the Weihai implant activation. This article is provided for information only and does not constitute investment or medical advice.

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