A New Turning Point in the Tech Industry by the End of 2025: Next-Generation Innovations Driven by Quantum Computing
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Reaching the Threshold of Quantum Computing Commercialization
As of November 2025, the quantum computing industry is closer than ever to commercialization. IBM (headquartered in New York) announced in October the ‘Condor’ processor with 1,121 qubits, claiming a 99.9% improvement in error rates compared to existing quantum computers, marking a significant milestone for practical quantum applications. Simultaneously, Google’s Quantum AI division (headquartered in California) unveiled the new ‘Willow’ quantum processor in early November, achieving processing speeds 10^25 times faster than traditional supercomputers for specific computational tasks.
These technological advancements suggest possibilities beyond mere laboratory achievements, indicating potential real-world industrial applications. According to the latest report by market research firm IDC, the global quantum computing market is projected to grow from $1.3 billion in 2024 to $85 billion by 2030. Notably, the compound annual growth rate (CAGR) is expected to reach 88.2%, surpassing the early growth rate of artificial intelligence. As the applicability of quantum computing becomes concrete in various fields such as financial services, pharmaceuticals, logistics, and cybersecurity, a fundamental shift in the existing computing paradigm is anticipated.
South Korea is also actively responding to these global trends. In November 2025, the government announced a 2 trillion won investment over the next five years through the ‘K-Quantum 2030’ project. Samsung Electronics (headquartered in Suwon, Gyeonggi) and SK Hynix (headquartered in Icheon, Gyeonggi) have each embarked on developing quantum memory and quantum interface semiconductors. Samsung Electronics, in particular, plans to invest 500 billion won annually in developing quantum control chips utilizing its 3-nanometer process technology.
The acceleration of quantum computing commercialization is significantly impacting the existing semiconductor industry ecosystem. As the physical limitations of traditional silicon-based semiconductor technology become evident, demand for next-generation computing solutions utilizing quantum technology is surging. NVIDIA (headquartered in California) announced the ‘H200 Quantum’ series, a dedicated GPU for quantum computing simulations, in September, and has already received pre-orders worth $10 billion from major research institutions and companies. This illustrates the rising demand for existing hardware in the quantum computing development process.
Industry Applications and Business Model Innovations
As practical applications of quantum computing become more concrete, differentiated business opportunities are emerging across various industries. In the financial services sector, JPMorgan Chase (headquartered in New York) is piloting a quantum algorithm-based portfolio optimization system in collaboration with IBM. This system reportedly enhances risk calculation speeds by 1,000 times compared to traditional methods and reduces the time required for complex derivative pricing from hours to minutes. Goldman Sachs (headquartered in New York) is also investing $200 million annually in credit risk modeling using quantum Monte Carlo simulations.
The application of quantum computing in the pharmaceutical industry is yielding even more innovative results. Roche (headquartered in Switzerland) is collaborating with Google Quantum AI on a protein folding prediction project, completing molecular simulations in days that previously took years with traditional supercomputers. This is expected to shorten the average drug development period by 3-5 years and reduce development costs by 40-60%. South Korea’s Celltrion (headquartered in Incheon) announced in mid-November that it has signed a technology cooperation agreement with IBM to introduce quantum computing in biosimilar development.
In logistics and supply chain optimization, the practicality of quantum computing is being demonstrated. Amazon’s (headquartered in Washington) AWS quantum computing service-based delivery route optimization system has reduced delivery times by an average of 23% and fuel consumption by 18% compared to existing methods. Domestically, CJ Logistics is developing a quantum algorithm-based delivery optimization system in collaboration with Samsung SDS, aiming for commercialization in the first half of 2026. This system is expected to save approximately 200 billion won in annual logistics costs.
In the cybersecurity field, preparing for the impact of quantum computing on existing encryption systems has emerged as an urgent task. Concerns have been raised that the widely used RSA encryption method could be rendered ineffective by sufficiently powerful quantum computers. In response, the U.S. National Institute of Standards and Technology (NIST) announced a quantum-resistant encryption standard in August 2024, and major technology companies have begun adopting it. Microsoft (headquartered in Washington) is gradually applying quantum-resistant encryption to its Azure cloud services, aiming to complete the transition for all services by 2026.
These various application cases demonstrate that quantum computing is evolving from a mere technical curiosity into a mature technology capable of generating real business value. By providing practical solutions to complex optimization problems that are difficult to solve with existing computing methods, quantum computing is significantly enhancing the efficiency and innovation of various industry sectors. Market analysts predict that as these success stories accumulate, the adoption of quantum computing will become an essential element for securing a competitive advantage starting in 2026.
From an investment perspective, the quantum computing field offers highly attractive opportunities. According to venture capital investment tracking service PitchBook, global investment in quantum computing startups reached $3.4 billion from January to October 2025, a 156% increase compared to the same period last year. Investment in quantum software and quantum cloud services is surging, with investment patterns diversifying from hardware-focused to software and services. This suggests that as the quantum computing ecosystem matures, business opportunities are emerging across various layers.
Meanwhile, the rapid advancement of quantum computing is demanding fundamental changes in existing IT infrastructure and the software industry. The development of hybrid architectures between quantum computing and existing computing systems is emerging as a new technology trend, and the training of specialized personnel and the development of new programming paradigms are urgent tasks. IBM is operating quantum computing education programs in collaboration with 200 universities worldwide, aiming to train 100,000 quantum computing experts over the next three years.
Significant changes are also occurring in the regulatory environment. As the strategic importance of quantum computing technology grows, major countries are strengthening export controls and investment reviews related to the technology. In October 2025, the U.S. designated quantum computing technology as a national core technology and introduced new regulations restricting technology transfers to certain countries, including China. The European Union also announced a 20 billion euro investment plan to enhance the self-reliance of quantum computing technology within the region through the ‘Quantum Technology Strategy 2030’. These geopolitical factors are accelerating the restructuring of the global quantum computing supply chain and intensifying the competition for technological sovereignty among countries.
In summary, the future outlook for the quantum computing industry suggests that the period from 2026 to 2030 will be a decisive time for commercialization. As technological maturity reaches a critical point and practical applications begin to show visible results, companies’ adoption decisions are expected to accelerate. Particularly, the spread of cloud-based quantum computing services will lower entry barriers, creating an environment where small and medium-sized enterprises and startups can also benefit from quantum computing. This is anticipated to further accelerate the pace of innovation across the entire technology ecosystem. Additionally, the convergence of quantum computing with other emerging technologies such as artificial intelligence, blockchain, and IoT is likely to lead to the emergence of unexpected new business models and services. This trend of technological convergence has the potential to break down existing industry boundaries and create entirely new market categories, requiring continuous attention and monitoring from investors and corporate executives.
This article is intended for informational purposes only and does not constitute investment advice or recommendations. Please consult a professional advisor before making investment decisions.
