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市场调查报告书
商品编码
1880545
通讯和IT领域量子运算市场预测至2032年:按组件、部署、技术、应用、最终用户和地区分類的全球分析Quantum Computing in Telecom & IT Market Forecasts to 2032 - Global Analysis By Component (Hardware, Software and Services), Deployment, Technology, Application, End User and By Geography |
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根据 Stratistics MRC 的一项研究,预计到 2025 年,全球通讯和 IT 领域的量子运算市场规模将达到 3.5 亿美元,到 2032 年将达到 40.3461 亿美元。
预计在预测期内,量子计算将以 41.8% 的复合年增长率成长。量子运算提供的运算能力远超传统架构,正迅速成为通讯业者可以提高频谱利用率、增强抗量子攻击的安全防护,并简化从 5G 网路向未来 6G 网路的过渡。在 IT 领域,量子平台能够增强网路安全、加快云端运算速度并提高效能分析效率。随着投资和研究的加速,量子计算可望重新定义通讯和计算框架,从而提升现代数位系统的效率、速度和安全性。
根据中国科学技术大学(2017-2020)报道,已建成连接北京和上海的2000公里量子金钥传输(QKD)骨干网,墨子号卫星演示了全球范围内的安全量子通信,证明了通讯业者级部署的可行性。
对高效能运算的需求日益增长
通讯和IT产业运算需求的快速成长极大地推动了量子运算的发展。量子处理器拥有卓越的处理能力,能够实现快速分析、复杂建模和高精度模拟。通讯环境正在利用这种强大的能力来管理大量数据、优化频谱性能并实现人工智慧驱动的自动化。 IT产业需要更快、更智慧的运算平台来支援不断扩展的云端生态系、网路安全分析和大规模资料处理工作负载。与传统架构相比,量子系统能够以无与伦比的效率执行复杂任务,从而应对这些挑战。随着各组织机构寻求更高的处理速度和更强的分析能力,量子运算正成为先进数位化营运的关键技术。
高昂的实施和基础设施成本
量子运算在通讯和IT领域的应用发展受到开发、部署和系统整合相关巨额成本的限制。量子电脑需要先进的硬体、低温冷却系统和高度专业化的实验室设备,远远超出一般企业的预算。将这些技术整合到通讯网路中也需要进行大规模的现代化改造,进一步加重了投资负担。商业性量子处理器的有限供应进一步推高了采购和维护成本。对于许多中小企业而言,投资回报期的不确定性使得此类投资难以令人信服。因此,资金限制仍然是一大障碍,减缓了量子运算的普及速度,并阻碍了其成为主流技术。
开发量子增强型网路安全解决方案
日益增长的网路安全需求为通讯和IT领域的量子技术带来了巨大的机会。随着现代攻击手段日益复杂,量子运算将为下一代密码学、高度安全的通讯链路以及能够抵御未来量子威胁的量子金钥传输系统提供强大支援。通讯业者可以采用量子安全框架来保护其网路营运、云端系统和敏感的客户资料。随着产业朝零信任模型迈进,对更强大、更抗量子攻击的保护工具的需求也日益增长。随着安全基础设施的持续投入以及人们对传统加密漏洞认识的不断提高,量子网路安全解决方案有望彻底改变企业保护其数位资产和关键通讯网路的方式。
利用量子技术进行网路攻击的风险
电信和IT产业面临的主要威胁之一是利用量子运算进行网路攻击的可能性。先进的量子系统最终可能破解传统加密,使网路、云端平台和敏感资料失去保护。继续依赖传统加密技术的组织可能会遭遇严重的安全漏洞,从而增加其通讯基础设施的脆弱性。网路犯罪分子可以利用量子工具绕过身份验证通讯协定、窃听通讯频道并解密敏感资讯。随着量子技术的加速发展,被利用的风险也增加,迫使企业实施抗量子攻击的安全框架。如果没有积极主动的防御策略,未来的通讯和IT系统可能会面临大规模的资料外洩和营运中断。
新冠疫情对通讯和IT领域的量子计算产生了积极和消极的双重影响。随着数位化应用的激增,通讯和IT公司日益认识到量子运算在应对更高资料负载、提升系统可靠性以及支援远端办公方面的价值。同时,全球范围内的限制措施扰乱了供应链,而由于人员短缺和资金转移,实验室的工作进度放缓,原型开发也被推迟。许多公司已将预算重新分配给紧急的业务永续营运措施,并削减了短期量子运算投资。然而,这场危机也凸显了强大的运算能力、可靠的网路安全和高效的网路效能的重要性,最终强化了人们对部署量子解决方案的长期兴趣。
预计在预测期内,硬体细分市场将占据最大的市场份额。
预计在预测期内,硬体领域将占据最大的市场份额,因为它构成了执行量子运算所需的核心基础设施。电信和IT供应商正依靠先进的量子处理器、量子位元架构和专用实体元件来加速运算效能、提高安全性并增强网路智慧。超导性平台、离子系统和光子技术的进步进一步推动了硬体的普及,因为企业的目标是部署可扩展且稳定的量子环境。对製造能力、实验室开发和实验设备的持续投资进一步凸显了硬体作为推动市场成长和技术进步的关键组件的重要性。
预计在预测期内,云端基础市场将以最高的复合年增长率成长。
预计在预测期内,云端基础领域将实现最高成长率,因为企业无需投资昂贵的实体硬体即可获得量子运算能力。通讯和IT公司越来越倾向于采用量子即服务(QaaS)模式来进行实验、增强网路智慧并强化网路安全,同时保持营运柔软性。云端部署支援持续升级、远端开发以及与现有IT环境的无缝整合。随着人们对先进运算和快速数位转型的兴趣日益浓厚,透过云端交付的量子平台提供了一种经济高效且扩充性的选择,有助于加速量子运算的普及,并使企业能够更有效率地探索高效能应用。
由于政府和企业的大力支持,预计北美将在整个预测期内占据最大的市场份额。尤其是在量子创新领域,美国凭藉国家量子计画和关键科技公司的支持,处于领先地位。该地区的通讯和IT公司是最早采用量子运算进行加密、大规模运算和提高网路效率的企业之一。完善的基础设施、先进的云端服务以及大学与产业界的紧密合作,使北美成为量子技术商业化的中心。这强大的生态系统是推动通讯和IT产业采用量子技术的驱动力。
在预测期内,亚太地区预计将呈现最高的复合年增长率,这主要得益于各国政府的战略重点、技术的快速发展以及领先科技公司不断增长的投资。中国、日本、韩国和新加坡等国家正透过专案计画、大规模资金投入和强而有力的研究合作,加速量子创新。电信和IT供应商正在整合量子技术,以实现安全通讯、先进运算和提升网路效能。该地区预计将凭藉其不断扩展的数位基础设施、强大的硬体製造基础以及日益增长的量子科学专业知识,实现显着增长。这些优势使亚太地区稳居量子运算应用领域成长最快的市场地位。
According to Stratistics MRC, the Global Quantum Computing in Telecom & IT Market is accounted for $350 million in 2025 and is expected to reach $4034.61 million by 2032 growing at a CAGR of 41.8% during the forecast period. Quantum computing is rapidly becoming a game-changing technology for telecom and IT industries, delivering computational capabilities far beyond traditional architectures. Its ability to process enormous datasets at extraordinary speeds supports smarter network management, improved routing, and advanced predictive modeling. Telecom companies can apply quantum techniques to boost spectrum utilization, strengthen quantum-resistant security, and streamline the evolution from 5G toward future 6G networks. In the IT domain, quantum platforms empower stronger cybersecurity, faster cloud computing, and more efficient performance analytics. With accelerating investments and research, quantum computing is set to redefine communication and computing frameworks, driving superior efficiency, speed, and security across modern digital systems.
According to the University of Science and Technology of China (2017-2020), a 2,000 km quantum key distribution (QKD) backbone connects Beijing and Shanghai, and the Micius satellite demonstrated secure quantum communication over global distances, proving telecom-grade deployment.
Rising demand for high-performance computing
Surging computational requirements across telecom and IT industries are significantly contributing to quantum computing growth. Quantum processors provide extraordinary processing performance that enables rapid analytics, intricate modeling, and highly accurate simulations. Telecom environments rely on this capability to manage huge data volumes, optimize spectrum performance, and support AI-powered automation. In the IT landscape, expanding cloud ecosystems, cybersecurity analytics, and large-scale data workloads require faster, smarter computing platforms. Quantum systems address these challenges by performing complex tasks with unmatched efficiency compared to traditional architectures. As organizations seek improved processing speed and greater analytical power, quantum computing becomes an essential technology for advanced digital operations.
High implementation and infrastructure costs
Quantum computing growth in telecom and IT is hindered by the massive costs associated with development, deployment, and system integration. Quantum machines demand advanced hardware, ultra-low-temperature cooling systems, and highly specialized laboratory setups that exceed typical enterprise budgets. Integrating these technologies into telecom networks also requires substantial modernization, adding to overall investment pressures. Since commercially viable quantum processors remain limited, procurement and maintenance become even more costly. For many mid-sized and smaller companies, the uncertain payback period makes such investments difficult to justify. As a result, financial constraints remain a major barrier, slowing broader adoption and preventing quantum computing from becoming mainstream technology.
Development of quantum-enhanced cyber security solutions
Expanding cybersecurity demands create substantial opportunities for quantum technologies in telecom and IT. As modern attacks grow more advanced, quantum computing supports next-generation encryption techniques, highly secure communication links, and quantum key distribution systems capable of resisting future quantum-based threats. Telecom companies can adopt quantum-secure frameworks to safeguard network operations, cloud systems, and confidential customer data. The industry's move toward zero-trust models increases the need for stronger, quantum-resistant protection tools. With continued investment in security infrastructures and rising awareness of vulnerabilities in traditional encryption, quantum cybersecurity solutions have enormous potential to reshape how organizations defend their digital assets and critical communication networks.
Risk of quantum-enabled cyber attacks
A major threat facing the telecom and IT industries is the possibility of cyber attacks powered by quantum computing. Advanced quantum systems could eventually break traditional encryption, leaving networks, cloud platforms, and confidential data exposed. Organizations that continue relying on classical cryptography may experience severe security gaps, making telecom infrastructures increasingly vulnerable. Cybercriminals could use quantum tools to bypass authentication protocols, intercept communication channels, or decode highly sensitive information. As quantum development accelerates, the risk of exploitation grows, pressuring companies to adopt quantum-resistant security frameworks. Without proactive defense strategies, future telecom and IT systems may face widespread data breaches and operational failures.
COVID-19 produced both positive and negative effects on the Quantum Computing in Telecom & IT Market. As digital usage surged, telecom and IT companies increasingly recognized the value of quantum computing for managing higher data loads, improving system reliability, and supporting remote operations. At the same time, global restrictions disrupted supply chains, slowed laboratory work, and delayed prototype development due to limited staffing and funding shifts. Many firms redirected budgets toward urgent continuity measures, reducing short-term quantum investments. Nevertheless, the crisis emphasized the importance of powerful computing, strong cybersecurity, and efficient network performance, ultimately reinforcing long-term interest in adopting quantum-based solutions.
The hardware segment is expected to be the largest during the forecast period
The hardware segment is expected to account for the largest market share during the forecast period because it forms the core infrastructure required to run quantum operations. Telecom and IT providers rely on sophisticated quantum processors, qubit architectures, and specialized physical components to accelerate computing performance, improve security, and enhance network intelligence. Progress in superconducting platforms, ion-based systems, and photonic technologies continues to strengthen hardware adoption as firms aim to deploy scalable, stable quantum environments. Ongoing investments in manufacturing capabilities, laboratory development, and experimental setups further emphasize the importance of hardware as the essential building block driving market growth and technological advancement.
The cloud-based segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the cloud-based segment is predicted to witness the highest growth rate because it allows enterprises to access quantum capabilities without investing in expensive physical hardware. Telecom and IT companies increasingly prefer Quantum-as-a-Service models to run experiments, enhance network intelligence, and strengthen cybersecurity while maintaining operational flexibility. Cloud deployment supports continuous upgrades, remote development, and smooth integration with existing IT environments. With rising interest in advanced computing and rapid digital transformation, cloud-delivered quantum platforms provide a cost-effective and scalable option, driving accelerated adoption and enabling organizations to explore high-performance applications more efficiently.
During the forecast period, the North America region is expected to hold the largest market share, owing to substantial backing from government and corporate players. The United States, especially, leads in quantum innovation, fueled by national quantum programs and major technology firms. Telecom and IT organizations in this area are quick to leverage quantum computing for encryption, large-scale computation, and network efficiency. With a well-established infrastructure, advanced cloud services, and close ties between universities and industry, North America has become a hub for quantum commercialization. This strong ecosystem positions it as the driving force behind quantum adoption in telecom and IT.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR due to strategic government focus, rapid technological advancement, and increasing investment from leading tech players. Nations like China, Japan, South Korea, and Singapore are accelerating quantum innovation with specialized programs, extensive funding, and robust research partnerships. Telecom and IT providers are integrating quantum technologies for secure communication, advanced computation, and improved network performance. With expanding digital infrastructure, a strong hardware manufacturing base, and rising expertise in quantum science, the region is set for exceptional growth. These strengths firmly establish Asia-Pacific as the fastest-expanding market for quantum computing applications.
Key players in the market
Some of the key players in Quantum Computing in Telecom & IT Market include IBM, D-Wave Systems, IonQ, Rigetti Computing, Amazon Web Services (AWS), Microsoft (Azure Quantum), QC Ware, Quantinuum, Toshiba, Google Quantum AI, NTT, Cambridge Quantum Computing, Accenture, Xanadu and SuperQ Quantum Computing Inc.
In November 2025, IBM and Atruvia AG have sealed a long-term collaboration that paves the way for sustainable and state-of-the-art IT platforms for the banking of tomorrow. Atruvia will use IBM z17, which was announced earlier this year, as a cornerstone supports its mission critical operations including the core banking system.
In November 2025, Amazon Web Services, Inc. and HUMAIN announced at the U.S.-Saudi Investment Forum their plans to provide, deploy and manage up to 150,000 AI accelerators in a data center facility known as an "AI Zone" in Riyadh. As part of the expanded partnership, AWS will become HUMAIN's preferred AI partner globally, and the two companies will collaborate to bring AI compute and services from Saudi Arabia to customers worldwide.
In November 2025, NTT, Inc. and OptQC Corp. have signed a collaboration agreement to realize scalable and highly reliable optical quantum computers. Under this agreement, the two companies will apply advanced optical communication technologies-such as optical amplification and multiplexing-to the development of optical quantum computers.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.