研判2025！中国稀释制冷机行业市场现状、竞争格局及发展趋势分析：欧美禁运背景下，国产化替代全面推进[图]

Core Insights - The dilution refrigerator market is experiencing significant growth, driven by increasing demand in quantum computing applications, with a projected global market size of $354 million by 2024 [7][9][11] - The market is primarily concentrated in Europe, North America, and China, with respective market sizes of approximately $147 million, $115 million, and $58 million in 2024, accounting for 41.4%, 32.4%, and 16.3% of the total market [9][11] - Domestic companies in China are rapidly developing dilution refrigerator technology to replace imports, following export restrictions from the U.S. and allies, leading to significant advancements in local manufacturing capabilities [19][21][23] Market Overview - The dilution refrigerator is a low-temperature device that uses a mixture of helium isotopes to cool objects to millikelvin ranges, essential for fields like condensed matter physics and astronomical detection [1][2] - Since the first prototype was built in 1965, the technology has evolved from theoretical research to commercial applications, with a notable shift towards dry dilution refrigerators since the 1990s [5][7] Market Size and Growth - The global dilution refrigerator market is expected to grow to $354 million in 2024, reflecting a robust demand driven by advancements in quantum computing [7][9] - The market for dilution refrigerators used in quantum computing is projected to account for 53.36% of the total market by 2024, with expectations to exceed 90% by 2035 [11] Application Landscape - Currently, dilution refrigerators are primarily utilized in quantum computing, catering to the low-temperature requirements of superconducting, semiconductor, and ion trap quantum computers [11] - The rapid development of quantum computing technology has created a stable demand for dilution refrigerators, with the Chinese quantum computing industry projected to reach 9.04 billion yuan in 2024, a year-on-year increase of 82.1% [17] Drivers of Development in China - National policies are actively promoting the quantum computing industry, with specific initiatives aimed at developing dilution refrigerators as a core component [14][16] - The U.S. export restrictions on dilution refrigerators and related components have accelerated the domestic development of these technologies in China, providing opportunities for local companies to innovate and fill the supply gap [19][21] Competitive Landscape - The domestic market for dilution refrigerators has seen significant advancements, with companies like Liangxi Technology, Hefei Zhiling, and others achieving breakthroughs in low-temperature technology [23][25] - The competitive landscape is characterized by high barriers to entry, with a few key players dominating the market, each holding over 10% market share [23][25] Future Development Directions - The future of dilution refrigerators is expected to focus on enhancing performance, integration with other quantum computing components, and the development of smart control systems for improved efficiency [27][30] - There is also a push towards energy-efficient and environmentally friendly refrigerants to reduce reliance on traditional helium-3, which is subject to high costs and import dependencies [31]