세계의 중성 원자 양자 컴퓨팅 시장(2026-2036년)

Neutral-atom quantum computing represents one of the most promising and rapidly advancing segments of the quantum computing industry. This technology leverages individual neutral atoms-typically alkali metals like rubidium, cesium, or strontium-trapped and manipulated using precisely focused laser beams called optical tweezers. Unlike trapped ions, neutral atoms are not electrically charged, allowing them to be arranged in flexible two-dimensional and three-dimensional arrays with minimal crosstalk between qubits.

The fundamental appeal of neutral-atom systems lies in their inherent scalability and operational advantages. These platforms demonstrate long coherence times, enabling sustained quantum operations and increased error correction possibilities. The technology benefits from well-understood atomic physics principles and eliminates the need for the extreme cryogenic cooling required by superconducting qubit systems, resulting in lower energy consumption and reduced infrastructure complexity. Current operational systems feature 100-300 atom arrays, with leading companies rapidly scaling toward thousands and tens of thousands of qubits.

The competitive landscape features several well-funded players establishing strategic positions. QuEra Computing, based in the United States, has secured significant investment from Google, validating neutral-atom platforms as viable paths to scalable quantum computing. This partnership combines QuEra's hardware expertise with Google's quantum software resources and cloud infrastructure. Atom Computing has forged a parallel partnership with Microsoft, integrating its Phoenix system-featuring stable nuclear-spin qubit arrays-with Azure Quantum's cloud platform. Pasqal, the French leader in this space, achieved a significant milestone by reaching 1,000 qubits in 2024 and has announced ambitious plans to scale to 10,000 qubits by 2026. Additional players include Planqc in Germany, QUANTier in Hong Kong, and Atom Quantum Labs in Slovenia, each developing distinctive approaches to neutral-atom architectures.

The technology roadmap projects aggressive scaling through 2035. Current systems (2025-2026) operate with 1,000-10,000 atoms achieving single-qubit fidelities around 99.9% and two-qubit fidelities of 99.7%. By 2027-2028, systems targeting 10,000-100,000 atoms aim for 99.99% single-qubit fidelity with error correction capabilities. The 2029-2030 horizon envisions 100,000+ atoms with fault-tolerant logical qubit operations, progressing toward million-atom systems with full fault tolerance and industrial deployment by 2032-2035.

Primary applications span quantum simulations, optimization problems, quantum chemistry, and machine learning tasks. The technology excels particularly in simulating complex physical systems, condensed matter research, and molecular structure analysis. The pharmaceutical, chemical, and financial services industries represent key market verticals pursuing neutral-atom solutions.

Challenges remain, including achieving longer coherence times, improving gate speeds (currently limited to approximately 1 Hz simulation cycles), addressing atom loss during computation, and developing quantum non-demolition measurement capabilities required for error correction and fault-tolerant quantum computing. Despite these hurdles, neutral-atom quantum computing has emerged as a serious competitor to superconducting platforms, with its room-temperature operation, natural scalability, and flexibility positioning it for significant commercial growth through the 2026-2036 forecast period.

This report provides complete market sizing and ten-year forecasts from 2026 through 2036, segmented by technology category, application domain, customer type, and geographic region. Strategic analysis covers competitive positioning, investment trends, technology readiness assessments, and detailed company profiles of 32 organizations shaping the neutral-atom ecosystem.

Report Contents Include:

• Key findings, technology readiness assessments, and commercial viability analysis
• Current system specifications, pricing models, and company roadmap comparisons
• Technology Readiness Level (TRL) benchmarking across quantum computing platforms
• Technology Deep Dive
  • Atomic species selection, control hardware, and readout component analysis
  • Photonic systems, cryostat requirements, and comparative cooling analysis
  • Software stack architecture, programming frameworks, and development tools
  • Total cost of ownership analysis and component cost breakdowns
  • Performance benchmarks and scalability projections
• Markets and Applications
  • Distributed quantum computing and data center integration strategies
  • Application domains including optimization, simulation, machine learning, and cryptography
  • Market segmentation across enterprise, cloud providers, government/defense, and academia
  • Supply chain analysis comparing cryogenic versus room-temperature systems
  • National investment initiatives and policy frameworks by region
• Market Size and Growth Forecasts
  • Global market sizing 2026-2036 with revenue projections by segment
  • Geographic market distribution and regional growth analysis
  • Market penetration scenarios (conservative, base, optimistic)
  • Global installation forecasts and deployment projections
  • Growth drivers, constraints, and risk factor assessment
• Technology Development Roadmap
  • Hardware scaling trajectory and qubit count projections
  • Error correction progress and fault-tolerance timelines
  • Software evolution and classical computing integration
  • Manufacturing improvements and production scaling analysis
• Investment and Funding Analysis
  • Venture capital activity and private investment trends
  • Government funding and national quantum initiatives
  • Corporate R&D investment patterns and strategic partnerships
• Challenges, Risks, and Future Opportunities
  • Technical hurdles and development risk assessment
  • Market adoption barriers and competitive threats
  • Regulatory and security considerations
  • Emerging application areas and technology convergence opportunities
  • Disruptive potential assessment

This report features comprehensive profiles of 32 companies across the neutral-atom quantum computing value chain including AMD (Advanced Micro Devices), Atom Computing, Atom Quantum Labs, CAS Cold Atom, data cybernetics ssc GmbH, GDQLABS, Hamamatsu, Infleqtion, Lake Shore Cryotronics, M-Labs, Menlo Systems GmbH, Microsoft Corporation (Azure Quantum), Nanofiber Quantum Technologies, Nexus Photonics and more.....

Table of Contents

1 EXECUTIVE SUMMARY

• 1.1 Market Overview and Key Findings
• 1.2 Technology Readiness and Commercial Viability
• 1.3 Market Forecasts
• 1.4 Market Players
• 1.5 Product and System Comparison
  • 1.5.1 Current Systems
  • 1.5.2 System Pricing and Access Models
  • 1.5.3 Roadmap Comparison

2 NEUTRAL ATOM TECHNOLOGY AND PRODUCTS

• 2.1 Technology Evolution
  • 2.1.1 Atoms Species Used
  • 2.1.2 Accessibility
  • 2.1.3 Research to commercially viable quantum systems
• 2.2 Neutral Atom Components
  • 2.2.1 Atomic Control Hardware and Readout Components
  • 2.2.2 Photonic and Photographic Components
  • 2.2.3 Cryostats
    • 2.2.3.1 Cryogenic Requirements and Comparison
  • 2.2.4 Costs
  • 2.2.5 Total Cost of Ownership Analysis
• 2.3 Neutral Atom-related Software
  • 2.3.1 Software Stack Components and Functions
  • 2.3.2 Programming Languages and Frameworks Used
• 2.4 Technology Readiness
  • 2.4.1 Technical Limitations and Challenges
  • 2.4.2 Advantages Over Competing Quantum Technologies
  • 2.4.3 Infrastructure and Operational Advantages
  • 2.4.4 Performance Benchmarks and Scalability

3 MARKETS AND APPLICATIONS

• 3.1 Applications
  • 3.1.1 Distributed Quantum Computing on Neutral Atom Computers
  • 3.1.2 Neutral Atom Computers in the Data Center
  • 3.1.3 Other Applications for Neutral Atom Computers
• 3.2 Ecosystems
  • 3.2.1 Market Control Dynamics
  • 3.2.2 Ecosystem Development
• 3.3 Supply Chain for Neutral Atom Computers
  • 3.3.1 Manufacturing and Supply Chain
  • 3.3.2 Component Sourcing and Dependencies
  • 3.3.3 Comparative Supply Chain Analysis: Cryogenic vs. Room Temperature Systems
• 3.4 National Investment and Policy Initiatives
• 3.5 Market Segmentation
  • 3.5.1 Enterprise
  • 3.5.2 Cloud Service Providers
  • 3.5.3 Government and Defence
  • 3.5.4 Academia and Research

4 NEUTRAL ATOM TECHNOLOGIES

• 4.1 Neutral-Atom Computers
  • 4.1.1 Overview
  • 4.1.2 Companies
• 4.2 Neutral Atom Components and Subsystems
  • 4.2.1 Overview
  • 4.2.2 Component Market Value Chain
  • 4.2.3 Companies
• 4.3 Software
  • 4.3.1 Overview
  • 4.3.2 Software Platform Comparison
  • 4.3.3 Software Stack Architecture
  • 4.3.4 Development Tools and Frameworks
  • 4.3.5 Open Source vs. Proprietary Solutions
  • 4.3.6 Companies
  • 4.3.7 Development Tools and Frameworks
  • 4.3.8 Open Source vs. Proprietary Solutions
• 4.4 Platforms
  • 4.4.1 Cloud Platform
  • 4.4.2 Platform Features and Capabilities
  • 4.4.3 Companies and Centres

5 MARKET SIZE AND GROWTH (2026-2036)

• 5.1 Global Market Size Forecast 2026-2036
• 5.2 Revenue Forecasts by Segment
• 5.3 Geographic Market Distribution
• 5.4 Market Penetration Scenarios
• 5.5 Growth Drivers and Constraints
• 5.6 Global Installations Analysis

6 TECHNOLOGY DEVELOPMENT ROADMAP

• 6.1 Hardware Scaling and Error Correction
  • 6.1.1 Qubit Scaling Trajectory
  • 6.1.2 Error Correction Progress
• 6.2 Software Stack Evolution
• 6.3 Integration with Classical Computing
• 6.4 Manufacturing Improvements
  • 6.4.1 Manufacturing Scaling: Neutral Atom vs. Cryogenic Platforms

7 INVESTMENT AND FUNDING

• 7.1 Venture Capital and Private Investment
• 7.2 Government Funding and National Initiatives
• 7.3 Corporate R&D Investment Trends

8 CHALLENGES AND RISK FACTORS

• 8.1 Technical Hurdles and Development Risks
• 8.2 Market Adoption Barriers
• 8.3 Competitive Threats from Alternative Technologies
• 8.4 Regulatory and Security Considerations

9 FUTURE MARKET OPPORTUNITIES

• 9.1 Emerging Application Areas
• 9.2 Technology Convergence Opportunities
• 9.3 Disruptive Potential Assessment

10 COMPANY PROFILES (31 company profiles)

11 RESEARCH METHODOLOGY

• 11.1 Report Scope and Objectives
• 11.2 Research Methodology and Data Sources
• 11.3 Market Definition and Segmentation

12 REFERENCES