In 2026, brain-computer interfaces entered China's Government Work Report for the first time, named among the future industries to be cultivated during the 15th Five-Year Plan period. The technical pieces are all in place—the only thing missing is a systematic product that truly understands the home. That's exactly where we play.
The China Academy of Information and Communications Technology (CAICT) projects China's BCI industry to reach RMB 10–14 billion by 2030. Southwest Securities calls 2026 the year BCI moves past the storytelling phase and into scaled industrialization.
Mature, lower-cost non-invasive EEG headbands and earphones are driving the shift from B2B medical BCI to consumer BCI. Non-invasive BCI accounts for roughly 78% of the market.
In 2026 the home NAS evolves from pure storage into an intelligent, all-in-one home data center. Yet the crossover category of "BCI + home data hub" remains completely uncharted.
The crossover category of "BCI + home data hub" is wide open today. We estimate a first-mover window of 12–18 months—enough to build a base of hundreds of thousands of households and a scarce longitudinal home EEG dataset.
Focus capture reads θ/β rhythms; sleep capture reads Delta/SWM slow waves—two complementary signal streams converging on a single NAS. A rival would need to develop both devices at once and amass data at the million-user scale, a 3–5 year effort at minimum.
On-device neural LLM + neuromorphic chip + home private cloud. Event-driven standby power is extremely low; the Innatera Pulsar cuts power consumption roughly 500x, delivering millisecond local inference with 100% privacy control.