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Accelerating the Commercialization of Quantum Computing: A New Turning Point in the Enterprise Market by 2025

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Reaching the Critical Point of Quantum Computing Commercialization

As of December 2025, the quantum computing industry is transitioning from the laboratory phase to practical business applications. IDC forecasts that the global quantum computing market size will grow by 38% from $1.3 billion in 2024 to $1.8 billion in 2025, and is expected to reach $12.5 billion by 2030 with an annual growth rate of 32%. This rapid growth is driven by improvements in hardware performance by major tech companies and an increase in practical applications in key industries such as finance, pharmaceuticals, and logistics.

Accelerating the Commercialization of Quantum Computing: A New Turning Point in the Enterprise Market by 2025
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IBM, headquartered in New York, announced in October 2025 that it had unveiled the ‘Condor’ processor, surpassing 1000 qubits, bringing them closer to achieving quantum advantage. This represents an approximately eightfold improvement over the 127-qubit ‘Eagle’ processor from 2024, with error correction capabilities improved to 99.9%, significantly enhancing stability in commercial environments. IBM’s quantum network currently includes over 200 companies and research institutions worldwide, with 60% utilizing quantum computing to solve real business problems, according to IBM’s quantum division.

Google (Alphabet), headquartered in Mountain View, California, also made waves in the industry with the announcement of the ‘Willow’ quantum chip in November 2025. The Willow chip demonstrated quantum advantage by solving problems in five minutes that would take a traditional supercomputer 10^25 years to solve. Google’s Quantum AI team announced a 50% reduction in error rates compared to previous levels, addressing a key technical barrier to commercialization.

Microsoft, headquartered in Redmond, Washington, is taking a differentiated approach with topological qubit technology. The Azure Quantum cloud service, announced in the first half of 2025, surpassed 150,000 monthly active users, with 65% being enterprise customers, according to Microsoft. The demand for cloud-based quantum computing services is surging as global corporations like JPMorgan Chase, Roche, and BMW begin to apply quantum computing to their actual operations.

Expansion of Applications by Industry and Innovation in Business Models

The adoption of quantum computing is most active in the financial services sector. JPMorgan Chase, in collaboration with IBM, announced in 2025 that it had applied quantum computing to portfolio optimization algorithms, reducing computation time by 85% compared to traditional methods. This is expected to result in an annual operating cost savings of approximately $200 million, according to JPMorgan’s Chief Technology Officer (CTO). Goldman Sachs is also expanding its use of quantum computing in risk management and algorithmic trading, planning to increase its investment in quantum computing to $500 million by 2026.

In the pharmaceutical industry, the use of quantum computing in drug development is rapidly increasing. Roche, headquartered in Basel, Switzerland, announced in September 2025 that a joint molecular simulation project with IBM improved the accuracy of protein folding predictions for Alzheimer’s treatment candidates by 40% compared to previous methods. This achievement demonstrates the potential to shorten drug development times by an average of 2-3 years. Pfizer in the U.S. and Bayer in Germany have also partnered with Google and Microsoft, respectively, to build quantum computing-based drug discovery platforms.

The practical value of quantum computing is also being demonstrated in logistics and supply chain optimization. DHL, headquartered in Bonn, Germany, announced that it had implemented a delivery route optimization system using D-Wave Systems’ quantum annealer in the second half of 2025, reducing delivery distances by an average of 12% and saving €30 million annually in fuel costs. Amazon, headquartered in Seattle, U.S., reported a 180% year-over-year increase in the use of its Amazon Braket quantum computing service provided through AWS, with 35% of workloads related to logistics optimization.

In South Korea, Samsung Electronics holds a unique position in the quantum computing field. Samsung Electronics, headquartered in Suwon, announced in August 2025 that it had successfully developed a special memory semiconductor for quantum computing, which is evaluated as a key technology for enhancing qubit stability. Samsung’s quantum computing-related patent filings increased by 45% to 180 cases compared to 2024, ranking third globally in quantum error correction patents. Samsung plans to invest 1 trillion won in the quantum computing field by 2026.

From a competitive standpoint, Intel, headquartered in Santa Clara, California, is attempting to differentiate with silicon-based qubit technology. Intel’s ‘Horse Ridge’ quantum control chip is evaluated as advantageous for commercialization because it can operate at higher temperatures compared to traditional superconducting methods. Intel aims to build a 1000-qubit system by the second half of 2025 and announced that it had improved the fidelity of silicon qubits to 99.5% through collaboration with QuTech in the Netherlands.

D-Wave Systems, headquartered in Vancouver, Canada, maintains a dominant position in the field of quantum annealing. D-Wave’s Advantage system offers 5000 qubits and specializes in solving optimization problems. D-Wave’s cloud service revenue is expected to increase by 85% year-over-year to $120 million in 2025, with 60% coming from enterprise customers. D-Wave is particularly strong in the automotive, finance, and logistics sectors, with over 300 companies worldwide utilizing its quantum annealing systems.

From an investment perspective, venture capital interest in quantum computing startups is significantly increasing. The total investment raised by quantum computing startups in 2025 was $3.5 billion, a 60% increase from 2024. IonQ, headquartered in Boston, U.S., raised $200 million in a Series C investment in the first half of 2025, with a company valuation of $3 billion. IonQ’s trapped ion quantum computer currently offers 32 qubits, with a goal to release a 1000-qubit system by 2026.

Technical Challenges and Market Outlook

Despite the acceleration of quantum computing commercialization, there are still technical challenges to overcome. The biggest issue is quantum error correction. Most current quantum computers are noisy intermediate-scale quantum (NISQ) systems that have not achieved full fault-tolerance. According to research from MIT’s Quantum Engineering Center, at least 1 million physical qubits are needed for practical quantum applications, but current technology requires this scale to implement 1000-10000 logical qubits.

The shortage of quantum computing professionals is also a major constraint on industry growth. According to McKinsey’s 2025 report, there are approximately 25,000 quantum computing professionals worldwide, but demand is expected to reach 150,000 by 2030 due to industry growth. In response, major companies like IBM, Google, and Microsoft are expanding their collaboration programs with universities and actively investing in workforce development through online education platforms.

The regulatory environment also significantly impacts the development of the quantum computing industry. In December 2025, the U.S. decided to invest $12.5 billion over the next five years in quantum computing research and development through the amendment of the National Quantum Initiative Act. China also designated quantum computing as a core technology in its 14th Five-Year Plan, planning a $15 billion investment. The European Union is investing €1 billion over 10 years through the Quantum Flagship program and plans to begin standardization of quantum computing in the second half of 2025.

The South Korean government is also aiming to develop a 1000-qubit quantum computer by 2030 with a 1 trillion won investment through the K-Quantum Computer Development Project. The Ministry of Science and ICT announced in December 2025 that it would establish a dedicated quantum computing cluster in the Daedeok Research and Development Special Zone in Daejeon, with participation from KAIST, KIST, Samsung Electronics, and LG Electronics to build a quantum computing ecosystem.

Overall, the market outlook suggests that quantum computing will enter a full commercialization phase around 2026-2027. Gartner predicts that 30% of global companies will utilize quantum computing in their operations by 2030, with the most active adoption expected in finance, pharmaceuticals, chemicals, logistics, and cybersecurity. IDC forecasts that the quantum computing cloud service market will grow from $800 million in 2025 to $4.5 billion by 2030, with an average annual growth rate of 41%. This growth is based on improvements in hardware performance, advancements in software tools, and an increase in practical applications, indicating that quantum computing will become a core technology in the next-generation computing paradigm.

*This analysis is based on publicly available market information and industry reports, and additional due diligence and expert consultation are recommended for investment decisions.

#IBM #Google #Microsoft #Intel #SamsungElectronics

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