SIM体系抗量子密码迁移行业市场全景调研分析及投资可行性研究预测报告（2025版）

Core Insights - The report by CICC International Consulting focuses on the development and risks associated with quantum computing and its implications for the SIM (Subscriber Identity Module) system, particularly in the context of quantum-resistant cryptography. Group 1: Industry Overview - Quantum computing is currently in the NISQ (Noisy Intermediate-Scale Quantum) era, with mainstream quantum computers achieving thousands of physical qubits but lacking fault tolerance, necessitating quantum error correction for enhanced computational capabilities [4] - Various global technological routes in quantum computing are competing, including superconducting, ion trap, photonic, and topological approaches, each with its advantages and disadvantages [4] - The domestic acceleration in quantum computing research has led to the introduction of superconducting and photonic quantum computers, with applications being explored in finance and pharmaceuticals [4] Group 2: Threats to Traditional Public Key Cryptography - Quantum computing poses a significant threat to public key cryptography, particularly through Shor's algorithm, which can solve problems like integer factorization and discrete logarithms in polynomial time [5] - Research indicates that the physical qubit requirement to break RSA2048 can be reduced from 20 million to approximately 13,000 with quantum storage, suggesting potential attack capabilities by around 2030 [5] - The vulnerability of elliptic curve cryptography (ECC) is also notable, with lower qubit requirements for breaking ECC384 compared to RSA2048, indicating that ECC systems widely used in mobile devices and blockchain are at risk [5] Group 3: SIM System Importance - The SIM system has evolved beyond traditional communication roles to become a foundational element in modern society, serving as a key identifier in the Internet of Things (IoT) and ensuring secure interactions in digital spaces [8] - SIM cards are critical for identity verification and data encryption, supporting essential services in communication, public service, and financial transactions [8] - The unique and immutable nature of the SIM card identification system underpins the operational stability of communication networks and public safety, making it a vital infrastructure component [8] Group 4: Industry Development and Trends - The report outlines the current state and future trends of the SIM system's transition to quantum-resistant cryptography, with a focus on market dynamics from 2019 to 2024 and projections for 2025 to 2031 [9][10] - It includes an analysis of the supply and demand situation in the Chinese SIM system market, highlighting the industry's growth potential and competitive landscape [11][13] - The report also discusses the investment environment and strategic recommendations for navigating the challenges and opportunities presented by quantum computing advancements [17][18]