2024-09-01-麦肯锡-麦肯锡数字量子技术监测_103页_23mb

报告摘要

Quantum Technology Monitor 2024 Summary

Introduction and Overview
The report provides an exhaustive update on the quantum technology (QT) market, including investments, competitive landscape, and economic activities across quantum computing (QC), quantum communication (QComm), and quantum sensing (QS). It highlights continuous momentum in the QT ecosystem despite challenges like reduced private investments.
Market Size and Growth
The QT market is projected to reach $131–1,300 billion by 2035–2040 in conservative to optimistic scenarios. Key industries like chemicals, life sciences, finance, and mobility stand to gain up to $2 trillion in value by 2035 through quantum computing applications.
Investment Landscape
Global investments declined by 27% YoY in 2023 to $1.7 billion, though public funding increased significantly, reaching ~$42 billion. Start-ups faced funding challenges, with most investments going to established companies. QS saw the largest decline in funding.
Technological Breakthroughs
Notable advancements include error correction in QC (e.g., logical qubits by IBM and Microsoft), improved QComm protocols, and innovative quantum sensing techniques. Milestones like large-scale quantum algorithms and extended transmission distances demonstrate rapid progress.
Regional Focus
North America, Asia, and Europe lead in QT development. North America focuses on advanced computing, Asia emphasizes defense and AI integration, while Europe drives secure communication and sensing. Government initiatives in countries like the US, China, and Germany fuel regional growth.
Economic Impact
Quantum technologies could unlock substantial economic value, particularly in materials design, pharmaceuticals, and energy optimization. Breakthroughs in gen AI and QT show synergistic potential, though timelines for full-scale adoption remain uncertain.
Challenges and Future Outlook
Key challenges include talent shortages, scaling hardware, and technological uncertainty. Overcoming these requires enhanced collaboration between industry, academia, and government. The future holds opportunities in post-quantum cryptography and integrating QT with AI.
Conclusion
The QT ecosystem is advancing rapidly, with significant potential for transformative applications. While private investments slowed, public funding and technological innovations position QT to play a pivotal role in future industries.