Accelerating the Commercialization of Quantum Computing: The Market Turning Point in 2025 and Strategic Responses of Enterprises
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Rapid Growth and Commercialization Signals in the Quantum Computing Market
As of December 2025, clear signals are emerging in the market that the quantum computing industry is transitioning from theoretical research to practical commercialization. The global quantum computing market size is expected to grow from $1.3 billion in 2024 to approximately $1.8 billion by the end of 2025, marking a 38% increase, and is projected to reach $12.5 billion by 2030 with a compound annual growth rate (CAGR) of 32%. This growth is driven by technological breakthroughs and concrete achievements in solving real business problems.
Notably, from the second half of 2025, there has been an increase in cases realizing quantum advantage. New York-based IBM announced in an early December report that its 1000-qubit quantum processor ‘Condor’ achieved a computation speed 1000 times faster than existing supercomputers in financial portfolio optimization. This result, verified through a partnership with Goldman Sachs, is significant as it represents a commercial-level outcome rather than a mere laboratory achievement.
Alphabet, Google’s parent company based in Mountain View, California, also announced in mid-December that its ‘Willow’ quantum chip made groundbreaking progress in quantum error correction. According to Google’s research team, the new chip reduced the error rate to one-thousandth of the previous level, presenting a practical solution to the error correction problem, which was one of the key barriers to implementing commercial quantum computers. Google aims to commercialize cloud-based quantum computing services in the first half of 2026 based on this technology.
Amazon Web Services (AWS) reported that its ‘Braket’ quantum computing platform, operated from its Seattle headquarters, processed 25,000 quantum tasks in 2025, a 340% increase from the previous year. This indicates that companies are beginning to perceive quantum computing as a practical problem-solving tool rather than an experimental instrument. AWS’s client companies primarily utilize quantum computing in drug discovery, financial risk modeling, and supply chain optimization. Among them, pharmaceutical company Roche reported that quantum simulation reduced the drug development period from 8 years to 5 years.
Technological Breakthroughs and Overcoming Commercialization Barriers
The acceleration of quantum computing commercialization is the result of several simultaneous technological breakthroughs. The most critical advancements are in the stability and connectivity of qubits. As of 2025, the number of qubits in major quantum computers has increased, with IBM’s 1121-qubit ‘Condor’, Google’s 70-qubit ‘Sycamore’, and IonQ’s 256-qubit system in partnership with Amazon. More importantly, along with the increase in qubits, the connectivity and coherence time of qubits have significantly improved.
For IBM, the coherence time of qubits improved from 200 microseconds in 2024 to 500 microseconds, securing the minimum time required to execute complex algorithms. Simultaneously, the gate fidelity between qubits was raised to 99.9%, ensuring practical computational accuracy. These technological advances are not just laboratory achievements but are evaluated as reaching a level of stability that actual corporate clients can utilize.
Microsoft has made significant progress in topological qubit technology developed at its Redmond, Washington headquarters. According to research results announced in December, Microsoft’s topological approach achieved a coherence time 100 times longer than conventional superconducting qubits, suggesting the possibility of executing practical quantum algorithms without error correction. Microsoft plans to launch commercial services through Azure Quantum Cloud in the second half of 2026 based on this technology.
Meanwhile, Chinese quantum computing companies are also making rapid advancements. Beijing-based Baidu announced that its self-developed ‘Qianshi’ quantum computer achieved tangible results in the field of traffic optimization. By applying quantum algorithms to optimize urban traffic signals in cooperation with the Shanghai city government, they achieved a 15% reduction in average travel time. This is noted as an example of quantum computing contributing to solving real societal problems, not just a scientific research tool.
Alongside advancements in quantum computing hardware, the software ecosystem is also expanding significantly. As of 2025, the standardization of quantum programming languages and development tools has greatly improved developer accessibility. The number of users of major quantum development platforms such as IBM’s Qiskit, Google’s Cirq, and Microsoft’s Q# has increased by an average of 250% compared to the previous year, leading to an expansion of the quantum computing talent pool. Notably, there is an increase in cases where existing classical computer programmers are transitioning to quantum programming.
Industry-Specific Applications and Economic Impact
The application of quantum computing is most actively taking place in the financial services sector. Major investment banks on New York’s Wall Street increased their quantum computing-related investments by 420% in 2025, amounting to approximately $2.8 billion. JP Morgan Chase reported a 12% improvement in annual risk-adjusted returns through portfolio optimization using quantum algorithms. This is the result of achieving 1000 times faster computation speed and more accurate risk modeling compared to traditional Monte Carlo simulations.
Innovative applications of quantum computing are also emerging in the pharmaceutical and biotechnology sectors. Basel, Switzerland-based Novartis announced that it successfully optimized the molecular structure of candidate substances for Alzheimer’s treatment through quantum simulation, reducing the time to enter clinical trials from 3 years to 18 months. This is expected to result in an annual R&D cost saving of approximately $500 million. Germany’s Bayer reported achieving over 30% time reduction in the pesticide development process through a similar approach.
In the logistics and supply chain management sector, the practical application of quantum computing is also spreading. Bonn, Germany-based DHL announced that it reduced fuel costs by 18% and delivery times by an average of 25% through delivery route optimization using quantum algorithms. This is estimated to result in an annual cost saving of approximately 300 million euros. Amazon in the U.S. also applied quantum optimization to its logistics network, improving warehouse operation efficiency by 22% and reducing customer order processing time by an average of 4 hours.
In the energy sector, quantum computing is being utilized for renewable energy optimization and power grid management. Denmark’s Ørsted reported a 15% improvement in power generation efficiency through turbine placement optimization of offshore wind farms using quantum algorithms. This is the result of solving complex optimization problems in hours that previously took months using conventional simulation methods. California’s Pacific Gas and Electric (PG&E) also announced a 30% reduction in blackout risk and a 12% reduction in energy loss through power grid optimization using quantum computing.
In Korea, the adoption of quantum computing is also accelerating. Samsung Electronics has begun applying quantum computing to semiconductor design optimization at its headquarters in Suwon, Gyeonggi Province. Samsung’s foundry division, in collaboration with IBM, reported that it reduced design optimization time from 6 months to 2 months using quantum algorithms in the 3-nanometer process design. This is expected to contribute to securing a critical time advantage in the next-generation semiconductor development competition. LG Chem also reported that it reduced the development period of next-generation high-capacity batteries by 20% by introducing quantum simulation in battery material development.
The economic impact of these industry-specific applications is significant. According to the latest report from McKinsey & Company, the economic value created by quantum computing worldwide is expected to reach approximately $850 billion by 2030. The financial services sector is expected to account for 35% (approximately $300 billion), the pharmaceutical and chemical sectors for 25% (approximately $210 billion), and logistics and manufacturing for 20% (approximately $170 billion). Notably, this economic value is derived not just from cost savings but from value creation through new business models and innovative product development.
However, there are still challenges to be addressed in the commercialization process of quantum computing. One of the biggest barriers is the shortage of skilled personnel. Globally, there are only about 25,000 quantum computing experts, which is only 20% of market demand. Major companies like IBM, Google, and Microsoft are expanding partnerships with universities to address this issue and invested a total of $1.5 billion in quantum computing education programs in 2025. Additionally, the operational cost of quantum computers remains high. The current average cost of quantum computing services is $1500 per hour, which acts as a barrier to large-scale adoption by companies. However, the general industry outlook is that costs are expected to decrease by over 70% within the next three years due to technological advancements and economies of scale.
Quantum computing is no longer a technology of the future but a practical tool for solving current business problems. The year 2025 will be recorded as the year when quantum computing began to create value in actual industrial fields beyond the laboratory.
Looking ahead, the commercialization of quantum computing is expected to accelerate further from 2026. According to the investment plans of major companies, IBM plans to invest $10 billion, Google $8 billion, and Microsoft $6 billion in quantum computing research and development over the next five years. These large-scale investments will contribute to accelerating technological innovation and reducing commercialization costs. Government support is also expanding. The United States is investing $1.2 billion annually through the National Quantum Initiative, the European Union is investing 800 million euros annually through the Quantum Flagship program, and China is investing $2 billion annually at the national level in quantum technology development. The Korean government also announced its ‘K-Quantum 2030’ plan in December 2025, committing to invest 2 trillion won over the next five years to build a quantum computing ecosystem.
The growth of the quantum computing market is also providing new opportunities for investors. Venture capital investment in quantum computing-related startups reached $4.5 billion in 2025, an increase of 180% from the previous year. Particularly, quantum software and application startups are attracting investor interest. While the quantum computing hardware market is dominated by large companies like IBM, Google, and Microsoft, there are still opportunities for innovative startups to lead the market in the software and application fields. These market dynamics are acting as factors promoting diversity and innovation in the quantum computing ecosystem and are expected to contribute to accelerating technological development and commercialization in the long term.
This analysis is for informational purposes only and is not investment advice or a solicitation. Please consult a professional when making investment decisions.
