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市场调查报告书
商品编码
1857059
全球联邦学习和同态加密市场:未来预测(至 2032 年)—按组件、部署方法、技术、应用、最终用户和地区进行分析Federated Learning & Homomorphic Encryption Market Forecasts to 2032 - Global Analysis By Component, Deployment Mode, Technology, Application, End User and By Geography |
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根据 Stratistics MRC 的数据,全球联邦学习和同态密码市场预计到 2025 年将达到 7.86 亿美元,到 2032 年将达到 30.371 亿美元,预测期内复合年增长率为 21.3%。
联邦学习是一种分散式机器学习方法,它允许在多个设备和伺服器上进行模型训练,而无需共用原始数据,从而保护隐私并降低数据传输风险。同态加密是一种密码学技术,它允许在不解密的情况下对加密资料执行计算,从而确保资料在处理过程中的机密性。结合这些技术,可以在分散式系统中实现协同学习和分析,同时保持资料完整性并符合严格的资料保护条例,从而支援安全、保护隐私的人工智慧。
日益严格的资料隐私法规和加密技术的进步
联邦学习无需暴露原始资料即可实现分散式学习,而同态加密则可在加密资料集上进行安全计算。这些技术在医疗、金融和国防等领域正日益普及,因为在这些领域,资料保密至关重要。同时,基于格的密码学和安全聚合通讯协定的突破性进展,也使这些解决方案更具可扩展性。监管压力与技术创新的融合,正推动着市场的快速扩张。
联邦学习框架和密码库之间缺乏统一通讯协定
组织机构在整合各种加密方案、模型格式和通讯协定面临许多挑战,尤其是在多方环境中。这种碎片化增加了部署的复杂性,并限制了跨部门的可扩展性。此外,由于缺乏对性能基准和隐私保障的共识,跨行业合作也受到阻碍。缺乏统一的标准,技术孤岛和整合开销仍然限制技术的广泛应用。
将区块链与零知识证明结合
区块链确保模型更新的防篡改性和去中心化的信任,而零知识证明则允许在不洩漏底层资料的情况下检验计算结果。这种整合在金融服务、医疗保健和政府应用领域尤其重要,因为这些领域必须兼顾透明度和隐私性。新兴企业和研发机构正在积极开发将密码学学习与分散式帐本结合的混合架构。这种融合有望重新定义人工智慧生态系统中的信任。
儘管技术已经成熟,但商业性应用进展缓慢。
企业指出,高昂的实施成本、熟练人才短缺以及投资报酬率的不确定性是主要阻碍因素。此外,在异质设备和网路中部署加密模型的复杂性也延缓了商业化进程。在对延迟和吞吐量要求严格的领域,效能权衡进一步阻碍了整合。如果没有明确的商业案例和简化的部署框架,市场成长很可能落后于技术进步。
新冠疫情凸显了安全、去中心化资料协作的必要性,尤其是在医疗保健和公共卫生分析领域。联邦学习使医院和研究机构能够在不集中储存敏感患者资料的情况下训练模型,从而帮助疫情应对工作。然而,供应链中断和预算重新分配暂时延缓了对隐私保护型人工智慧基础设施的投资。此次危机也加速了数位转型,促使各国政府和企业探索利用加密分析进行远距离诊断和接触者追踪。
预计在预测期内,软体框架细分市场将是最大的细分市场。
由于软体框架在联邦学习和加密计算中发挥基础性作用,预计在预测期内,软体框架领域将占据最大的市场份额。这些平台提供用于模型编配、安全聚合以及跨分散式节点实作通讯协定的工具。 TensorFlow Federated 和 PySyft 等开放原始码计划正在推动创新,而企业级解决方案则提供可扩展性和合规性。该领域受益于持续更新、社群支援以及与云端原生环境的整合。
预计在预测期内,SMPC细分市场将实现最高的复合年增长率。
预计在预测期内,安全多方运算 (SMPC) 领域将实现最高成长率,这主要得益于其能够在不洩露单一输入的情况下执行协作运算的能力。 SMPC 在金融服务、基因组学和跨境分析等领域正日益受到重视,这些领域对资料保密性要求极高。通讯协定效率和硬体加速的最新进展使 SMPC 更易于实际应用。此外,密码学家和企业人工智慧团队之间的合作也为该领域带来了积极影响。
预计在预测期内,北美将占据最大的市场份额,这主要得益于其健全的监管框架、先进的人工智慧基础设施以及高额的研发投入。该地区汇聚了联邦学习和密码学领域的主要企业,包括Google、微软、IBM 和 Duality Technologies。政府在医疗保健、国防和金融领域推广隐私保护技术的倡议,进一步推动了这些技术的应用。学术机构和新兴企业也透过开放原始码贡献和试点部署,为技术创新做出贡献。
在预测期内,由于对安全人工智慧和密码学研究的大力投资,北美预计将呈现最高的复合年增长率。该地区充满活力的新兴企业生态系统正在推动跨学科联邦学习和同态加密的商业化。联邦政府对隐私保护技术和人工智慧伦理的资助正在加速创新。学术界、产业界和政府之间的战略伙伴关係正在促进可扩展的部署。
According to Stratistics MRC, the Global Federated Learning & Homomorphic Encryption Market is accounted for $786.0 million in 2025 and is expected to reach $3,037.1 million by 2032 growing at a CAGR of 21.3% during the forecast period. Federated learning is a decentralized machine learning approach that enables model training across multiple devices or servers without sharing raw data, preserving privacy and reducing data transfer risks. Homomorphic encryption is a cryptographic technique that allows computations on encrypted data without decryption, ensuring data confidentiality during processing. Together, they support secure, privacy-preserving AI by enabling collaborative learning and analytics across distributed systems while maintaining data integrity and compliance with stringent data protection regulations.
Rising data privacy regulations & advancements in cryptographic techniques
Federated learning enables decentralized training without exposing raw data, while homomorphic encryption allows secure computation on encrypted datasets. These technologies are gaining traction in healthcare, finance, and defense, where data sensitivity is paramount. Simultaneously, breakthroughs in lattice-based cryptography and secure aggregation protocols are making these solutions more scalable. The convergence of regulatory pressure and technical innovation is fueling rapid market expansion.
Lack of unified protocols across federated learning frameworks and encryption libraries
Organizations struggle to integrate diverse encryption schemes, model formats, and communication protocols, especially in multi-party environments. This fragmentation increases deployment complexity and limits scalability across sectors. Additionally, the lack of consensus on performance benchmarks and privacy guarantees hinders cross-industry collaboration. Without harmonized standards, widespread adoption remains constrained by technical silos and integration overhead.
Integration with blockchain and zero-knowledge proofs
Blockchain ensures tamper-proof model updates and decentralized trust, while ZKPs allow verification of computations without revealing underlying data. These integrations are particularly valuable in financial services, healthcare, and government applications where transparency and privacy must coexist. Startups and research labs are actively developing hybrid architectures that combine encrypted learning with distributed ledgers. This convergence is expected to redefine trust in collaborative AI ecosystems.
Slow commercial adoption despite technical maturity
Organizations cite high implementation costs, lack of skilled personnel, and uncertain ROI as key deterrents. Moreover, the complexity of deploying encrypted models across heterogeneous devices and networks slows down commercialization. In sectors with strict latency and throughput requirements, performance trade-offs further delay integration. Without clear business cases and streamlined deployment frameworks, market growth may lag behind technical progress.
The COVID-19 pandemic highlighted the need for secure, decentralized data collaboration, especially in healthcare and public health analytics. Federated learning enabled hospitals and research institutions to train models on sensitive patient data without centralizing it, supporting pandemic response efforts. However, supply chain disruptions and budget reallocations temporarily slowed infrastructure investments in privacy-preserving AI. The crisis also accelerated digital transformation, prompting governments and enterprises to explore encrypted analytics for remote diagnostics and contact tracing.
The software frameworks segment is expected to be the largest during the forecast period
The software frameworks segment is expected to account for the largest market share during the forecast period due to their foundational role in enabling federated learning and encrypted computation. These platforms provide the tools for model orchestration, secure aggregation, and protocol implementation across distributed nodes. Open-source projects like TensorFlow Federated and PySyft are driving innovation, while enterprise-grade solutions offer scalability and compliance features. The segment benefits from continuous updates, community support, and integration with cloud-native environments.
The secure multi-party computation (SMPC) segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the secure multi-party computation (SMPC) segment is predicted to witness the highest growth rate driven by its ability to perform joint computations without revealing individual inputs. SMPC is gaining traction in financial services, genomics, and cross-border analytics where data confidentiality is critical. Recent advances in protocol efficiency and hardware acceleration are making SMPC more practical for real-world use. The segment is also benefiting from collaborations between cryptography researchers and enterprise AI teams.
During the forecast period, the North America region is expected to hold the largest market share propelled by strong regulatory frameworks, advanced AI infrastructure, and high R&D investment. The region hosts major players in federated learning and encryption, including Google, Microsoft, IBM, and Duality Technologies. Government initiatives promoting privacy-preserving technologies in healthcare, defense, and finance are further boosting adoption. Academic institutions and startups are also contributing to innovation through open-source contributions and pilot deployments.
Over the forecast period, the North America region is anticipated to exhibit the highest CAGR due to aggressive investments in secure AI and cryptographic research. The region's dynamic startup ecosystem is driving commercialization of federated learning and homomorphic encryption across verticals. Federal funding for privacy-preserving technologies and AI ethics is accelerating innovation. Strategic partnerships between academia, industry, and government are fostering scalable deployments.
Key players in the market
Some of the key players in Federated Learning & Homomorphic Encryption Market include Google, Microsoft, IBM, Intel, NVIDIA, Amazon Web Services (AWS), Meta, Apple, Qualcomm, Huawei, Baidu, Tencent, Cisco Systems, Palantir Technologies, Duality Technologies, Zama, Inpher, OpenMined, Partisia, and Enveil
In October 2025, Microsoft launched a major Copilot update featuring group chats, memory, and Mico avatar. The release emphasizes human-centered AI and deeper personalization across work and life. It includes connectors for Google services and health/education tools.
In October 2025, IBM introduced the Spyre Accelerator for scaling generative and agentic AI workloads. It will be available across IBM Z, LinuxONE, and Power systems. The launch supports enterprise-grade AI orchestration and automation.
In October 2025, Intel partnered with global retailers to launch AI-powered experience stores for the holidays. The initiative showcases hybrid AI models and personalized computing. It aims to boost consumer engagement and brand visibility.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.