Media outlets have reported that China has built the world's largest atomic quantum computing system in the world. Recently, Professors Jian-Wei Pan and Chao-Yang Lu from the University of Science and Technology of China, along with Researcher Han-Sen Zhong from the Shanghai Quantum Science Research Center/Shanghai Artificial Intelligence Laboratory and their colleagues, utilized artificial intelligence technology to achieve high parallelism and constant time consumption independent of array size.
They successfully constructed a defect-free two-dimensional and three-dimensional atomic array of up to 2,024 atoms within 60 milliseconds, setting a new world record for the scale of defect-free atomic arrays in neutral atom systems. This method lays a key technical foundation for large-scale neutral atom quantum computing. The relevant research results were recently published in the international academic journal Physical Review Letters.
Guojin Securities stated that the quantum computing industry is at a critical turning point, transitioning from laboratory research and development to the application of specialized quantum computers. With the continuous optimization of quantum error correction technology and the continuous improvement of the ecosystem, the quantum computing industry is poised to enter a golden period of large-scale applications.
In terms of market size, the global quantum computing industry is expected to exceed US$5 billion by 2024, with a CAGR of 87.6% from 2024 to 2030. Approximately 40% of quantum computing companies are expected to achieve over 25% revenue growth by 2025. From a technical perspective, key performance indicators for quantum computing continue to improve, with the number of qubits reaching the thousand-qubit level, gate fidelity exceeding 99%, and coherence times extending to the millisecond range.
The superconducting route, with its scalability advantages, is expected to take the lead, with the potential for commercialization to be realized first. In terms of applications, companies such as D-WAVE have already achieved commercial breakthroughs in areas like financial modeling and drug development. The financial, energy, and logistics sectors are likely to become the primary application scenarios for quantum computing, with potential market value exceeding US$200 billion.
The quantum computing industry has entered a crucial stage of commercial implementation, and the entire industrial chain ecosystem is expected to benefit comprehensively. According to the Caixin theme database, related listed companies include:
Fudan Fuhua held a strategic cooperation signing ceremony with Origin Quantum Computing Technology (Hefei) Co., Ltd. on September 2, 2024. Both parties reached a cooperation agreement to jointly develop the market for superconducting quantum computers and promote the development of the quantum computing industry.
Kehua Data, leveraging its intelligent computing center platform, is working with partners such as Bosen Quantum to actively integrate practical photonic quantum computers into existing computing centers, aiming to create a more comprehensive, diverse, and future-oriented computing infrastructure. (with inputs from SCMP)
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