Acceleration of the Quantum Computing Commercialization Race: Analysis of Technological Breakthroughs and Market Restructuring Trends by 2025
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Turning Point in the Quantum Computing Market: Acceleration of Commercialization by 2025
The quantum computing market in 2025 is reaching a turning point from laboratory experiments to commercial applications. According to McKinsey Global Institute, the global quantum computing market size is expected to grow by 50% from $1.8 billion in 2024 to $2.7 billion in 2025, and it is predicted to reach $12.5 billion by 2030 with an average annual growth rate of 34.8%. This rapid growth is driven by improvements in hardware stability, the development of practical algorithms, and the proliferation of cloud-based quantum services.
In particular, the first half of 2025 has seen a groundbreaking advancement in quantum error correction technology, providing new momentum across the industry. IBM, based in New York, announced in October that it had reduced the quantum error rate by 90% in its 1,121-qubit quantum processor ‘Condor’ compared to previous levels. This is considered a practical solution to the qubit stability issue, one of the biggest challenges in quantum computing. IBM’s quantum network division currently provides cloud-based quantum computing services to over 200 companies and research institutions, and the company expects its revenue to increase by 180% year-on-year to $400 million in 2025.
Alphabet, Google’s parent company based in Mountain View, California, is also accelerating commercialization following its achievement of quantum supremacy. Google’s Quantum AI research team announced in September 2025 that its 70-qubit quantum processor ‘Sycamore 2.0’ completed calculations in 200 seconds that would take 10,000 years on a traditional supercomputer. This represents a 10,000-fold improvement in computational performance compared to the first achievement of quantum supremacy in 2019. The monthly active users of Google’s quantum computing service ‘Cirq’ via the Google Cloud Platform increased by 540% from 5,000 in 2024 to 32,000 in November 2025.
Expansion of Industry-Specific Use Cases and Real ROI Generation
As the commercialization of quantum computing accelerates, there are increasing cases of generating real return on investment (ROI) in various industries such as finance, pharmaceuticals, and logistics. The use in the financial services sector is particularly notable, with major Wall Street investment banks adopting quantum algorithms for portfolio optimization and risk analysis. JP Morgan Chase announced that it reduced the time for pricing derivatives by 75% using IBM’s quantum system for Monte Carlo simulations starting in early 2025. The company reported achieving annual operational cost savings of approximately $200 million.
In the pharmaceutical industry, the use of quantum computing for drug development is becoming more prominent. Roche, based in Basel, Switzerland, announced that it has been using Google’s quantum computing system for molecular simulations since June 2025, reducing the time to search for new drug candidates by 60% compared to previous methods. In particular, the accuracy of protein folding predictions using quantum algorithms in the Alzheimer’s treatment development project reached 95%, significantly increasing the potential for clinical trial entry. Roche’s investment in quantum computing-based R&D increased by 140% from $50 million in 2024 to $120 million in 2025.
The practicality of quantum computing is also being demonstrated in logistics and supply chain optimization. DHL, based in Bonn, Germany, implemented a delivery route optimization system using Microsoft’s Azure Quantum platform starting in the second half of 2025. This system analyzes real-time data from 65,000 delivery hubs in 220 countries worldwide to calculate optimal routes, achieving a 15% reduction in fuel costs and a 20% reduction in delivery times compared to previous methods. DHL’s investment in building a quantum computing-based logistics system amounts to $80 million, with the company expecting to recover the investment within three years.
In the automotive industry, innovation using quantum computing is accelerating. Volkswagen, based in Wolfsburg, Germany, has been conducting research on optimizing electric vehicle batteries using D-Wave Systems’ quantum annealing system from Vancouver, Canada, since October 2025. The optimization of battery chemical composition through quantum algorithms has resulted in an 18% improvement in energy density and a 30% reduction in charging time. This is considered a crucial breakthrough in addressing the key challenges of range and charging speed for the widespread adoption of electric vehicles.
One of the key drivers of advancements in quantum computing technology is improved accessibility through cloud services. Microsoft’s Azure Quantum service, based in Redmond, Washington, currently provides quantum computing resources to 1,500 companies in 85 countries worldwide as of 2025. The ‘Quantum Starter’ program offers an environment for small and medium-sized enterprises and startups to utilize quantum computing starting at $99 per month. Microsoft’s quantum computing division revenue is expected to grow by 133% from $180 million in 2024 to $420 million in 2025.
Intel, based in Santa Clara, California, is focusing on developing silicon-based quantum chips. Intel’s ‘Horse Ridge’ quantum control chip reduces operating costs by 70% compared to traditional superconducting methods while improving qubit stability by 25%. Intel invested $350 million in quantum computing R&D in 2025 and is working on developing a 1,000-qubit silicon quantum processor with commercialization targeted for 2026. The company expects silicon-based quantum chips to have a competitive advantage in cost due to the ability to leverage existing semiconductor manufacturing infrastructure for mass production.
Honeywell, based in Charlotte, North Carolina, specializes in developing ion trap quantum computers. Honeywell’s ‘H-Series’ quantum system, currently at 64 qubits as of 2025, achieved a quantum volume of 1,048,576, recording industry-leading performance. The ion trap method is particularly advantageous for executing complex algorithms due to its superior connectivity between qubits. Honeywell’s quantum computing division turned profitable in 2025 after being in the red in 2024, with revenue reaching $110 million.
Investments in quantum computing are also surging in the Asia region. The Chinese government announced a $15 billion investment in the quantum information science sector by 2025, and the Chinese Academy of Sciences in Beijing developed the 76-qubit optical quantum computer ‘Jiuzhang 3.0’, achieving performance 10^24 times faster than traditional supercomputers in specific computational areas. Japan also allocated $1.2 billion to the quantum moonshot program in 2025, with RIKEN and Fujitsu in Tokyo achieving results in traffic optimization and material development using jointly developed quantum annealing machines.
In Korea, investments in quantum computing are accelerating as well. The government announced a plan to invest 2 trillion won by 2030 through the ‘K-Quantum Initiative’, with Samsung Electronics and SK Telecom strengthening cooperation in quantum communication and quantum encryption. The Quantum Information Research Institute, jointly operated by KAIST and POSTECH, completed a prototype of a 20-qubit superconducting quantum computer in 2025.
Future Outlook and Investment Opportunity Analysis
The rapid growth of the quantum computing market is expected to continue beyond 2026. Gartner predicts that by 2030, 40% of global large enterprises will be conducting projects utilizing quantum computing technology. The convergence of quantum machine learning and quantum artificial intelligence is particularly expected to become a new growth driver. IBM and Google have already begun developing quantum-classical hybrid algorithms, which are projected to enhance the learning speed of current AI models by over 100 times.
However, challenges remain in the quantum computing market. Issues such as qubit stability and error rate improvement, a shortage of quantum software development personnel, and high initial investment costs are major obstacles to the widespread commercialization. The cost of maintaining the cryogenic environment required for operating quantum computers can amount to millions of dollars annually, limiting direct adoption by small and medium-sized enterprises. Consequently, cloud-based quantum computing services are expected to remain a key driver of market growth for the time being.
From an investment perspective, the quantum computing sector exhibits high long-term growth potential but also high short-term volatility. The uncertainty of technological advancement speed and commercialization timing are major risk factors, but successful companies hold the potential for exponential growth. It is analyzed that faster revenue generation is possible in software, algorithms, and cloud services rather than quantum computing hardware. The rapid development of the quantum computing market as of 2025 signals a fundamental shift in the computing paradigm beyond mere technological innovation, and it is expected to have a broad impact on the global technology ecosystem over the next decade.
