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Omdia predicts 2025 will see a strong upswing in global quantum computing vendor revenue

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Quantum Computing (QC) market is expected to experience significant growth in 2025, according to Omdia's analysis. Despite having over 300 vendors, the market remains nascent with revenue primarily from experimental usage. Omdia predicts a shift from experimentation to operational implementation starting 2025, marking a important turning point in vendor revenue growth.

The report highlights four key trends for 2025: transition from experimental to production use, acceleration in neutral atom qubit innovation, emergence of additional QC app stores following IBM's September 2024 launch, and increased vendor consolidation. While achieving full 'quantum advantage' remains a long-term goal, Omdia anticipates growing adoption across various applications before reaching large-scale, fault-tolerant quantum computing capabilities.

Il mercato del Quantum Computing (QC) è previsto crescere significativamente nel 2025, secondo l'analisi di Omdia. Nonostante ci siano più di 300 fornitori, il mercato rimane nelle fasi iniziali, con ricavi principalmente provenienti da utilizzi sperimentali. Omdia prevede un passaggio dall'esperimento all'implementazione operativa a partire dal 2025, segnando un importante punto di svolta nella crescita dei ricavi dei fornitori.

Il rapporto evidenzia quattro tendenze chiave per il 2025: transizione dall'uso sperimentale a quello di produzione, accelerazione nell'innovazione dei qubit a atomi neutri, emergere di ulteriori negozi di applicazioni QC in seguito al lancio di IBM nel settembre 2024 e aumento della consolidazione tra i fornitori. Sebbene raggiungere il 'vantaggio quantistico' rimanga un obiettivo a lungo termine, Omdia prevede una crescente adozione in diverse applicazioni prima di giungere a capacità di computing quantistico su grande scala e tollerante agli errori.

Se espera que el mercado de Quantum Computing (QC) experimente un crecimiento significativo en 2025, según el análisis de Omdia. A pesar de contar con más de 300 proveedores, el mercado sigue siendo incipiente, con ingresos que provienen principalmente de usos experimentales. Omdia predice un cambio de la experimentación a la implementación operativa a partir de 2025, marcando un importante punto de inflexión en el crecimiento de los ingresos de los proveedores.

El informe destaca cuatro tendencias clave para 2025: transición del uso experimental al uso de producción, aceleración en la innovación de qubits de átomos neutros, aparición de tiendas adicionales de aplicaciones QC tras el lanzamiento de IBM en septiembre de 2024, y un aumento en la consolidación de proveedores. Aunque lograr la 'ventaja cuántica' sigue siendo un objetivo a largo plazo, Omdia anticipa una creciente adopción en diversas aplicaciones antes de alcanzar capacidades de computación cuántica a gran escala y tolerantes a fallos.

양자 컴퓨팅 (QC) 시장은 Omdia의 분석에 따르면 2025년에 상당한 성장이 예상됩니다. 300개 이상의 공급업체가 있음에도 불구하고, 시장은 여전히 초기 단계에 있으며, 수익은 주로 실험적 사용에서 발생합니다. Omdia는 2025년부터 실험에서 운영 구현으로의 전환을 예고하며, 공급업체 수익 성장의 중요한 전환점을 뜻합니다.

보고서는 2025년을 위한 네 가지 주요 트렌드를 강조합니다: 실험적 사용에서 생산 사용으로의 전환, 중성 원자 큐비트 혁신 가속화, 2024년 9월 IBM의 출시 이후 추가 QC 앱 스토어의 출현, 그리고 공급업체 간 통합 증가입니다. '양자 우위'를 완전히 달성하는 것은 장기 목표로 남아 있지만, Omdia는 대규모 결함 허용 가능한 양자 컴퓨팅 능력에 도달하기 전에 다양한 응용 분야에서 채택이 증가할 것으로 예상합니다.

Le marché de l'informatique quantique (QC) devrait connaître une croissance significative en 2025, selon l'analyse d'Omdia. Bien qu'il y ait plus de 300 fournisseurs, le marché reste encore à ses débuts, avec des revenus provenant principalement de l'utilisation expérimentale. Omdia prévoit un passage d'une expérimentation à une mise en œuvre opérationnelle à partir de 2025, marquant un tournant important dans la croissance des revenus des fournisseurs.

Le rapport met en évidence quatre tendances clés pour 2025 : transition de l'utilisation expérimentale à l'utilisation en production, accélération de l'innovation en matière de qubits à atomes neutres, émergence de boutiques d'applications QC supplémentaires suite au lancement d'IBM en septembre 2024 et augmentation de la consolidation des fournisseurs. Bien que l'atteinte de 'l'avantage quantique' demeure un objectif à long terme, Omdia anticipe une adoption croissante à travers diverses applications avant d'atteindre des capacités d'informatique quantique à grande échelle et tolérantes aux erreurs.

Der Markt für Quantencomputing (QC) wird voraussichtlich im Jahr 2025 ein signifikantes Wachstum erfahren, so die Analyse von Omdia. Trotz mehr als 300 Anbietern bleibt der Markt noch in den Anfängen, wobei die Einnahmen hauptsächlich aus experimenteller Nutzung stammen. Omdia prognostiziert einen Wechsel von Experimenten zu operativen Implementierungen ab 2025, was einen wichtigen Wendepunkt für das Umsatzwachstum der Anbieter markiert.

Der Bericht hebt vier wichtige Trends für 2025 hervor: Übergang von experimenteller zu Produktionsnutzung, Beschleunigung der Innovation von neutralen Atom-Qubits, das Auftreten zusätzlicher QC-App-Stores nach der Einführung von IBM im September 2024 und eine erhöhte Konsolidierung unter den Anbietern. Während die vollständige 'quantenmechanische Überlegenheit' ein langfristiges Ziel bleibt, erwartet Omdia ein wachsendes Interesse in verschiedenen Anwendungen, bevor großangelegte, fehlertolerante Quantencomputing-Fähigkeiten erreicht werden.

Positive
  • Expected significant revenue growth starting 2025
  • Transition from experimental to operational implementation
  • Growing adoption across multiple applications and use cases
  • Acceleration in neutral atom qubit innovation
  • Expansion of quantum computing app store ecosystem
Negative
  • Market consolidation among 300+ vendors expected to accelerate
  • Large-scale quantum computing still years away from realization
  • Declining formation of new QC startups

Insights

The quantum computing market is poised for a significant transformation, with 2025 marking a pivotal shift from experimental to operational implementation. The transition indicates maturing technology and growing commercial viability. The consolidation trend among 300+ vendors suggests market maturation and could lead to stronger, more focused players emerging through mergers and acquisitions.

IBM's quantum app store launch represents a important step toward commercialization and accessibility. The move toward production-ready applications and neutral atom qubit innovation demonstrates technological progress toward practical quantum advantage. However, the extended timeline for achieving large-scale fault-tolerant quantum computers (mid-2030s) suggests a gradual rather than revolutionary market development.

TechTarget (TTGT) could face both opportunities and challenges from this quantum computing trend. As a technology media company focused on enterprise IT, the growing quantum computing market represents potential new content and lead generation opportunities. The shift from experimentation to operational use in 2025 could drive increased demand for quantum computing-related content and buyer intent data.

However, market consolidation might reduce the pool of potential advertising clients in the quantum computing space. The company's ability to capitalize on this trend will depend on how effectively it can position itself as a key information source for quantum computing adoption and implementation strategies.

LONDON, Dec. 11, 2024 /PRNewswire/ -- Despite comprising over 300 vendors the QC market is at a nascent stage of market development. The reality is that essentially all vendor revenue to date comes from customers who are experimenting with QC technology – not using it for operational purposes. However, Omdia believes that 2025 will mark an important shift upwards in the trajectory of QC vendor revenue growth, partially because of a shift from experimentation to operation.

Reaching "quantum advantage" will be an on-going, years-long process and large-scale (i.e., thousands of logical qubits), fully fault tolerant QCs likely won't be available before the middle of the next decade. Nevertheless, well before that stage of technology development is reached, a growing number of adopters in a growing number of applications and use cases will see a tangible economic benefit from QC or even become able to perform computations that are intractable for classical computers.

Sam Lucero, Chief Analyst for Quantum Computing at Omdia, said "As this process unfolds, we'll gain more clarity on which qubit modalities are best suited to scale up and leverage quantum error correction (QEC). And perhaps, eventually, we'll find that entirely new qubit modalities will be invented."

However, as a cautionary note, the current 300-strong vendor landscape will undoubtedly consolidate over time; this process has already begun, and 2025 will likely see an acceleration of this trend.

Omdia recently published its 2025 Trends to Watch in Quantum Computing report, which assesses four key trends that will become prominent over the course of 2025:

  • The start of a shift from experiments to production: Currently, nearly all use of QC technology is for experimentation – that is, to learn about QC technology. Starting in 2025, however, an increasing number of adopters will use QC technology for operational or production purposes.
  • Neutral atom qubit innovation will accelerate: Several neutral atom qubit-based vendors achieved impressive technological milestones in 2024, engendering key strategic partnerships with key technology giants. Expect the pace of innovation with the neutral atom qubit modality to speed up in 2025.
  • Additional app stores will appear in the market: IBM launched a QC "app store" in September 2024. While only six Functions exist in the Catalog at launch, the app store model will enable faster innovation cycles and more turnkey adoption. It will likely be copied by other vendors in 2025.
  • Increasing vendor consolidation in the market: While investment in QC vendors resumed growth in 2024, the formation of new QC startups did not. The inevitable process of vendor consolidation in the 300-vendor strong QC market has begun.

ABOUT OMDIA

Omdia, part of Informa TechTarget, Inc. (Nasdaq: TTGT), is a technology research and advisory group. Our deep knowledge of tech markets combined with our actionable insights empower organizations to make smart growth decisions.

Contact

Fasiha Khan- fasiha.khan@omdia.com

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SOURCE Omdia

FAQ

When will quantum computing shift from experimental to operational use?

According to Omdia, 2025 will mark the beginning of a shift from experimental to operational use of quantum computing technology.

What are the key quantum computing trends predicted for 2025?

Omdia identifies four key trends: shift to production use, acceleration in neutral atom qubit innovation, emergence of new app stores, and increased vendor consolidation.

How many quantum computing vendors currently exist in the market?

The quantum computing market currently comprises over 300 vendors, though consolidation is expected to accelerate in 2025.

When did IBM launch its quantum computing app store?

IBM launched its quantum computing app store in September 2024, with six Functions available at launch.

When will large-scale fault-tolerant quantum computers become available?

According to the report, large-scale fault-tolerant quantum computers with thousands of logical qubits likely won't be available before the mid-2030s.

TechTarget, Inc.

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