Non-invasive Brain-Computer Interface Rehabilitation SaaS Platform

📌 Background

In 2026, the brain-computer interface and rehabilitation business entered a stage of marginal improvement. Non-invasive devices have received policy and insurance encouragement due to their high safety and suitability for home use. According to industry estimates, global demand for BCI rehabilitation robots was approximately 936,000 sets in 2025, and the market size is expected to reach $41 billion by 2030; the self-sufficiency rate of domestic EEG acquisition chips has increased from 12% in 2023 to 31% (based on industry estimation standards).

👤 Target Customers

Patients with neurological injuries and stroke; paying entities include hospital rehabilitation departments, commercial rehabilitation centers, and patients themselves.

💰 Revenue Streams

1) Usage-based subscription fees charged by training duration, priced per minute or hour; 2) Hardware revenue from device rental or one-time sales; 3) Value-added services including remote expert evaluation and personalized programs based on training data.

🧮 Cost Structure

Hardware R&D and manufacturing, AI decoding algorithm development, cloud data storage and computation, clinical trials and regulatory compliance, customer service and after-sales maintenance.

🛡️ Moat

1) Cumulative clinical data and model iteration advantages; 2) Patented non-invasive sensing hardware; 3) Deep cooperation channels with large hospitals.

🔑 Keys to Success

• Complete ISO/CE clinical validation
• Ensure hardware comfort and safety
• Improve motor imagery recognition rate of AI models

⚠️ Risks

• Long cycles for regulatory approval and market registration processes
• Uncertainty regarding whether technical maturity can remain stable in actual home environments
• Patient acceptance of new technology and compliance with usage

🏢 Cases

• The non-invasive brain-computer interface rehabilitation robot project launched by Xiangyu Medical
• Industry cases cited in the 'Global Brain-Computer Interface Multimodal Rehabilitation Robot Industry Chain Value and Investment Report' published by IIM Information

📊 SWOT Analysis