全球量子传感器市场：稳健增长，但涵盖多样的技术/产品基础

Bob SorensenChief Analyst for Quantum ComputingHyperion Research, LLC QS Market Executive Summary/Highlights •The global quantum sensing (QS) market will grow from $375 million in 2024 to a projected $915 million in 2028 •Represents a compound annual growth rate of 25% •Based on results from a survey of 100 respondents representing 67 different QS companies: •Only about 17% of commercial QS suppliers have their most important QS technology currently available on themarket, rising to 28% in 2028 •One third of QS suppliers’ most important commercial QS developments are in the prototype stage•Photons and neutral atoms are the most important currently engaged QS technologies•There likely is no clear sense of the overall composition of the near-term QS market, even within the current QS •Atomic clocks and photon detectors were seen as leading QS applications, combining for about one-third ofthe 2024 market while gyroscopes, acoustic sensors, and electrometers were seen as having little market •As the top three options, aerospace, biosciences, and telecommunications were seen as the most promising QSend user sectors •The combined government sector (defense and non-defense) is the largest QS market sector now and forecast for2028 when the government sector is expected to hold 37% of total QS market, with 2/3 of that defense related •In 2028, the commercial sector is seen at 28% of overall market, roughly equal to government defensemarket Quantum Sensing Global Market Size and Forecast Market goes from $375 million in 2024 to $915 million in 2028 •Represents a compound annual growth rate of 25% •Based on the annual revenues and anticipated growthrates of the 67 different companies that responded to •A portion of the companies currently in the R&D •Several new entrants will enter the market as usecases and related market prospects increase •Government funding to the sector for key •Defense and commercial applications will sharecommon product requirements•Limited fractionation of applications/products QS Supplier Survey:Road Map and Key Demographics 2024 QS Market Dynamics Study Roadmap Formulate global status and prospects from a data-driven perspective •Conducted QS supplier survey to gather data and insights on QS market dynamics•Many thanks for assistance from various QC/QS consortia in reaching out to their respectivemembership base to encourage participation in this effort: •Quantum Economic Development Consortium (QED-C)•European Quantum Industry Consortium (QuIC)•Quantum Industry Canada•Japan Quantum STrategic industry Alliance for Revolution (Q-STAR)•Australian Quantum Alliance•UKQuantum •Gathered results to span: •Geographic variety, company size (total and QS-related revenues), market concentration,QS industry sentiment, and impressions on general trends in the sector •Analyzed results from 100 respondents representing 67 different QS suppliers•Individual responses for industry-wide questions•Combined single response for multiple inputs from single organizations (78 total)•Included supplemental input from 22 QS experts from non-supplier organizations QS Supplier Demographics: Location and Activity 67 companies currently engaged in commercial efforts, 11 more by 2028 43% of respondent organizations had either R&D or manufacturing facilities outside their organization's headquarters QS Supplier Revenues and Anticipated Growth Rates More than half < $500K, most anticipate significant revenue growth, some first-time players Most Important Currently Engaged QS Technology •Four differenttechnologies account for •Seven other QStechnologies stillconsidered mostimportant by some•Only 9 of the 67companies (13%)indicated currentengagement with onetechnology•5 out of 67 (7%)indicated twotechnologies Maturity Level of Most Important QS Technology Major shift towards commercially available QS products between 2024 and 2028 •For 2024•Only about 17% of commercial QS suppliershave their most important QS technologycurrently available on the commercialmarket •For 2028 •28% of commercial entities will have theirmost important QS technology on themarket 2024 Quantum Sensor Applications Segments by Revenue Atomic clocks and photon detectors lead 2024 QS market share •Atomic clocks and photon detectors wereseen as leading QS applications, combiningfor about one-third of the 2024 market•Gyroscopes, acoustic sensors, andelectrometers were seen as having limitedmarket presence currently•However, there was a wide range ofvariation for many of the responses acrossmost of the categories, with limitedconsensus Top Three Most Promising QS Commercial End Use Sectors As a top three option, aerospace, biosciences, and telecommunications were seen as the mostpromising QS end user sectors •43% of the respondents saw the aerospacesector as a top 3 pick for most promising QScommercial end use sector•30% saw biosciences as a top three end usesector•Nearly every commercial sector selected was Single