智通财经网·2025-12-24 02:33Core Insights - 2025 is designated as the "International Year of Quantum Science and Technology," marking a pivotal transition from theoretical research to industrial application in quantum technology [1] - Major global economies are intensifying their quantum strategy initiatives, with China prioritizing quantum technology in its 14th Five-Year Plan, establishing it as a new arena for global competition [1] Industry Overview - Quantum computing is currently in the noisy intermediate-scale quantum era, with leading technologies such as superconducting, ion trap, photonic, and neutral atom approaches advancing simultaneously, indicating a focus on the upstream of the industry chain [1][2] - The quantum computing industry is entering a phase of rapid growth, with the global market expected to exceed $800 billion by 2035, while the downstream sector is still in its infancy but holds significant growth potential [1] Technology Pathways - The upstream of the quantum computing industry chain includes quantum chips, environmental and measurement control systems, and other critical components, with no clear competitive landscape due to the lack of convergence among mainstream technology pathways [2] - The midstream encompasses quantum computers and software algorithms, where high costs and complexity may lead to cloud platforms becoming a crucial channel for accelerating penetration into downstream applications [2] Market Growth Potential - According to Photon Box Research Institute, the quantum computing industry is projected to enter a high compound growth phase, with the global market expected to grow from approximately $5 billion in 2024 to around $800 billion by 2035, representing nearly 90% of the quantum technology market [3] - The upstream sector is relatively mature and showing significant growth, while the downstream is still in its early stages, with potential growth from $2.7 million in 2024 to approximately $2026.7 million by 2035 [3]