波士顿：量子计算行业分析-英文.pdfVIP

What Happens When ‘If’ Turns to ‘When’ in Quantum Computing? July 2021 By Jean-François Bobier, Matt Langione, Edward Tao, and Antoine Gourevitch Boston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. BCG was the pioneer in business strategy when it was founded in 1963. Today, we work closely with clients to embrace a transformational approach aimed at benefiting all stakeholders—empowering organizations to grow, build sustainable competitive advantage, and drive positive societal impact. Our diverse, global teams bring deep industry and functional expertise and a range of perspectives that question the status quo and spark change. BCG delivers solutions through leading-edge management consulting, technology and design, and corporate and digital ventures. We work in a uniquely collaborative model across the firm and throughout all levels of the client organization, fueled by the goal of helping our clients thrive and enabling them to make the world a better place. What Happens When ‘If’ Turns to ‘When’ in Quantum Computing? Confidence that quantum computers will solve major problems be- yond the reach of traditional computers—a milestone known as quantum advantage—has soared in the past twelve months. Equity investments in quantum computing nearly tripled BCG has been tracking developments in the technology in 2020, the busiest year on record, and are set to rise even and business of quantum computing for several years. (See further in 2021 (See Exhibit 1.) This year, IonQ became the the sidebar, “BCG on Quantum Computing.”) This report first publicly traded pure-play quantum computing compa- takes a current look at the evolving market, especially with ny, at an estimated initial valuation of $2 billion. respect to the timeline to quantum advantage and the