양자 재료 시장(2027-2047년)

The quantum materials market encompasses the specialised materials and enabling components on which all quantum technologies depend - the physical substrate of quantum computing, sensing, and communications. Unlike the headline-grabbing layers of qubits and algorithms, this market sits deeper in the value chain, supplying the superconductors, photonic platforms, diamond, nanomaterials, cryogenic systems, lasers, vacuum hardware, and interconnects without which no quantum system can operate. Its defining characteristic is that materials quality, not system architecture, increasingly determines which platforms can scale toward commercial viability.

Materials are the binding constraint on quantum hardware. Qubit coherence, gate fidelity, and error rates are governed directly by the purity, defect density, and interface quality of the materials a processor is built from - two-level-system defects in surface oxides and substrates remain the leading source of decoherence in superconducting devices. Requirements are highly modality-specific: superconducting processors depend on niobium, tantalum, and aluminium on low-loss sapphire or silicon substrates; silicon spin qubits require isotopically enriched silicon-28; diamond platforms rely on quantum-grade CVD material hosting engineered nitrogen-vacancy centres; and photonic and atomic systems draw on silicon-nitride and thin-film-lithium-niobate integrated circuits, specialty lasers, and single-photon detectors. Yet all share a dependence on cryogenic infrastructure, ultra-pure inputs, and increasingly constrained resources such as helium-3.

The market is shaped by acute supply-chain concentration. Dilution-refrigerator manufacturing, helium-3 allocation, quantum-grade diamond, enriched silicon, and cryo-CMOS foundry access each represent strategic chokepoints where a small number of suppliers - often a single dominant vendor - control availability. These bottlenecks increasingly govern the rate at which quantum hardware can scale, independent of demand. The supply chain has also become a distinct axis of geopolitical competition, with Western and allied suppliers controlling most critical chokepoints while other regions invest heavily in indigenous capacity and materials research.

Quantum technology is moving from the laboratory to commercial deployment, and the materials and components that make quantum systems work have become the decisive constraint on how fast the industry can scale. Qubit coherence, gate fidelity, and error rates are set directly by the purity and quality of the materials a system is built from, while supply of critical inputs - helium-3, dilution refrigerators, quantum-grade diamond, enriched silicon, specialty lasers, and cryo-CMOS foundry capacity - is concentrated among a small number of suppliers and increasingly contested along geopolitical lines. For materials producers, component suppliers, investors, and system developers, the supply layer is now one of the most strategically significant and defensible positions in the entire quantum value chain.

The Global Quantum Materials Market 2027-2047 provides a comprehensive technical and commercial analysis of this market across a twenty-year horizon. It quantifies the market by materials category, by physical platform, and by region, with granular bottom-up forecasts built from qubit installed-base projections and material-intensity modelling. It assesses technology readiness across every materials class, ranks the supply-chain bottlenecks most likely to constrain hardware scaling, and maps the competitive landscape of the companies supplying the sector.

The report answers the questions that determine positioning in this market: which materials and components represent the largest revenue opportunities through 2047; where supply chokepoints will bind and when; which platforms and regions will drive demand; how the US–China competition is reshaping the materials supply chain; and which suppliers hold defensible positions in each segment.

Coverage includes:

• Market forecasts 2027-2047 by materials category, platform, and region, with conservative, base, and optimistic scenarios
• Superconductors and superconducting quantum circuits
• Photonics, silicon photonics, and optical components
• Nanomaterials and artificial diamond
• Cryogenic infrastructure and the helium-3 supply chain
• Cryogenic control electronics and cryo-CMOS
• Lasers, photonic components, and single-photon detection
• Ultra-high-vacuum systems
• Microwave and optical interconnects
• Supply-chain bottleneck assessment with severity, probability, and time-to-resolution analysis
• Technology readiness assessment by material class
• Quantum technology investment landscape and key funding trends
• The geopolitical dimension of quantum materials competition
• Profiles of 67 companies across the quantum materials value chain including Aegiq, Aeluma, Archer Materials, Arctic Instruments, BlueFors, C12 Quantum Electronics, CavilinQ, Chiral Nano, Covesion, Delft Circuits, Diatope, Diraq, Element Six, Ephos, Exail, g2-Zero, Ki3 Photonics, Kiutra, Ligentec, Maybell Quantum Industries, memQ, Menlo Systems, Monarch Quantum, Montana Instruments, Munich Quantum Instruments, NeoCrystech, nOhm Devices, Novocene Photonics, Nu Quantum and more...
• Twenty-year revenue forecasts and supporting data tables

The report is essential reading for materials and component suppliers, quantum hardware developers, investors, government agencies, and supply-chain strategists seeking to understand and capitalise on the materials foundation of the quantum economy.

Purchasers will receive the following:

• PDF report download/by email.
• Comprehensive Excel spreadsheet of all data.
• Mid-year Update

Table of Contents

1 EXECUTIVE SUMMARY

• 1.1 The Quantum Technology Market in
  • 1.1.1 Q1 2025: The Surge That Set the Tone
  • 1.1.2 Q2 2025: Momentum Builds Across the Stack
  • 1.1.3 Q3 2025: Mega-Rounds and a New Valuation Era
  • 1.1.4 Q4 2025: Going Public and Consolidation Accelerates
  • 1.1.5 Into 2026: The Public Market Era Begins
  • 1.1.6 The Strategic Picture: What $10 Billion Means
  • 1.1.7 2025 as Quantum Technology's Commercial Watershed
• 1.2 First and second quantum revolutions
• 1.3 Current quantum technology market landscape
  • 1.3.1 Key developments
• 1.4 Quantum Technologies Investment Landscape
  • 1.4.1 Total market investments 2012-2026
  • 1.4.2 By Technology
  • 1.4.3 By Company
  • 1.4.4 By Application
  • 1.4.5 By Region
    • 1.4.5.1 The Quantum Market in North America
    • 1.4.5.2 The Quantum Market in Asia
    • 1.4.5.3 The Quantum Market in Europe
  • 1.4.6 Key Investment Trends 2025–2026
• 1.5 Enabling Technologies and Infrastructure
• 1.6 Material Platforms
  • 1.6.1 Materials in Quantum Computing
    • 1.6.1.1 Materials Opportunities in Quantum Computing
    • 1.6.1.2 Roadmap for Components in Quantum Computing
  • 1.6.2 Materials for Quantum Sensing
    • 1.6.2.1 Materials Opportunities in Quantum Sensing
    • 1.6.2.2 Roadmap for Components in Quantum Sensing
  • 1.6.3 Materials for Quantum Networking and Communications
    • 1.6.3.1 Materials Opportunities in Quantum Networking and Communications
    • 1.6.3.2 Roadmap for Quantum Networking and Communications
• 1.7 Quantum Materials Technology Readiness Overview
• 1.8 Investment Opportunities in Quantum Materials
• 1.9 Critical Supply Chain Bottlenecks
• 1.10 The Geopolitical Dimension
• 1.11 Materials Market Forecasts

2 MATERIALS ANALYSIS

• 2.1 Superconductors
  • 2.1.1 Overview
  • 2.1.2 Technology Readiness
  • 2.1.3 Types and Properties
  • 2.1.4 Critical Temperature and Material Selection
    • 2.1.4.1 Critical Material Supply Chain Considerations
  • 2.1.5 Superconducting Quantum Circuits
    • 2.1.5.1 Introduction
    • 2.1.5.2 Fabricating Superconducting Qubits
  • 2.1.6 Defects and Sources of Noise
  • 2.1.7 Superconducting Nanowire Single-Photon Detectors (SNSPDs) - Materials and Fabrication
  • 2.1.8 Opportunities
• 2.2 Photonics, Silicon Photonics and Optical Components
  • 2.2.1 Overview
  • 2.2.2 Types and Properties
  • 2.2.3 Technology Readiness
  • 2.2.4 Photonic Integrated Circuits for Quantum Technology
    • 2.2.4.1 Overview
  • 2.2.5 PICs for Quantum Sensing
  • 2.2.6 Opportunities
• 2.3 Nanomaterials
  • 2.3.1 Overview
  • 2.3.2 Types and Properties
    • 2.3.2.1 Quantum Dots
    • 2.3.2.2 Carbon Nanotubes
    • 2.3.2.3 Graphene
    • 2.3.2.4 Nanowires
    • 2.3.2.5 Nanodiamonds
    • 2.3.2.6 2D Materials
    • 2.3.2.7 Silicon Carbide Colour Centres
    • 2.3.2.8 Rare-Earth-Doped Nanoparticles
    • 2.3.2.9 Hexagonal Boron Nitride (hBN) Single-Photon Emitters
    • 2.3.2.10 Topological Insulator Nanostructures
    • 2.3.2.11 Perovskite Nanocrystals
    • 2.3.2.12 Molecular Qubits and Endohedral Fullerenes
  • 2.3.3 Technology Readiness
  • 2.3.4 Opportunities
• 2.4 Artificial Diamond for Quantum Technology
  • 2.4.1 Overview
  • 2.4.2 Technology Readiness
  • 2.4.3 Supply Chain and Materials for Diamond-Based Quantum Computers
  • 2.4.4 Quantum Grade Diamond
  • 2.4.5 Silicon-Vacancy in Diamond Quantum Memory
• 2.5 Cryogenic Infrastructure
  • 2.5.1 The Role of Cryogenics in Quantum Computing
  • 2.5.2 Technology Readiness
  • 2.5.3 Operating Temperature Requirements by Modality
  • 2.5.4 Dilution Refrigerators
    • 2.5.4.1 Cryogen-Free vs. Wet Systems
  • 2.5.5 Pulse Tube and Cryocoolers
  • 2.5.6 Alternative Cooling Technologies
  • 2.5.7 Dilution Refrigerator Vendor Landscape
  • 2.5.8 Partnership Models
  • 2.5.9 Cryogenic System Lead Times and Capacity Constraints
  • 2.5.10 Forecast - Installed Base of Dilution Refrigerators
• 2.6 Helium-3 Supply Chain
  • 2.6.1 Why Helium-3 Matters for Quantum Computing
  • 2.6.2 ³He Production from Tritium Decay
  • 2.6.3 ³He Supply Sources and Annual Production Estimates
  • 2.6.4 Technology Readiness
  • 2.6.5 Helium-3 Supply Chain
  • 2.6.6 Demand-Supply Gap Modelling, 2026–2046
  • 2.6.7 Lunar Regolith Harvesting (Interlune)
  • 2.6.8 Helium-4 Industrial Supply Risk
  • 2.6.9 Strategic Stockpiling and Mitigation
• 2.7 Cryogenic Control Electronics and Cryo-CMOS
  • 2.7.1 The Wiring Crisis - Why Room-Temperature Control Cannot Scale
  • 2.7.2 Architectural Approaches
  • 2.7.3 Technology Readiness
  • 2.7.4 NVQLink and the Quantum-Classical Data Centre Convergence
  • 2.7.5 Cryo-CMOS Devices and Process Technology
  • 2.7.6 Vendor Landscape
  • 2.7.7 Cryogenic Amplifiers - TWPAs, HEMT and Parametric
  • 2.7.8 Heat Load Budgets and Power Dissipation Constraints
  • 2.7.9 Forecast - Cryo-CMOS Market and Penetration
• 2.8 Lasers and Photonic Components by Modality
  • 2.8.1 The Laser Bill of Materials in a Quantum System
  • 2.8.2 Wavelengths Required by Atomic and Solid-State Modalities
  • 2.8.3 Laser Technology Platforms
  • 2.8.4 Technology Readiness
  • 2.8.5 Linewidth, Stability and Phase Noise Requirements
  • 2.8.6 Photonic Component Suppliers
  • 2.8.7 Laser Vendor Capability Matrix
  • 2.8.8 Single-Photon Detection
  • 2.8.9 Photonic Integrated Circuits and Foundry Access
• 2.9 Ultra-High Vacuum (UGV) Systems
  • 2.9.1 Vacuum Pressure Requirements by Modality
  • 2.9.2 UHV Chamber Design and Materials
  • 2.9.3 Technology Readiness
  • 2.9.4 Vacuum Pumps and Hardware
  • 2.9.5 Vacuum Feedthroughs and Hermetic Seals
  • 2.9.6 Vapour Cell Technology and Atomic Sources
  • 2.9.7 UHV Vendor Capability Matrix
• 2.10 Microwave and Optical Interconnects
  • 2.10.1 Technology Readiness
  • 2.10.2 Cryogenic Microwave Cabling
  • 2.10.3 High-Density Cryogenic Connectors
  • 2.10.4 Cryogenic Attenuators and Filters
  • 2.10.5 Circulators, Isolators and Switches
  • 2.10.6 Optical Interconnects for Photonic and Modular Quantum Systems
  • 2.10.7 Microwave-to-Optical Transducers
  • 2.10.8 Vendor Landscape
• 2.11 Supply Chain Bottleneck Assessment
  • 2.11.1 Methodology - Severity, Probability and Time-to-Resolution Framework
  • 2.11.2 Critical Bottlenecks
  • 2.11.3 High-Severity Bottlenecks
  • 2.11.4 Bottleneck Heat-Map by Modality
  • 2.11.5 Mitigation Strategies
• 2.12 Materials Market Forecasts
  • 2.12.1 Superconducting Chips and Substrates
  • 2.12.2 Photonic Integrated Circuits and Optical Components
  • 2.12.3 Cryogenic Infrastructure
  • 2.12.4 Helium-3 and Helium-4 Supply
  • 2.12.5 Cryogenic Control Electronics and Cryo-CMOS
  • 2.12.6 Lasers and Single-Photon Detectors
  • 2.12.7 Ultra-High Vacuum Systems
  • 2.12.8 Microwave and Optical Interconnects
  • 2.12.9 Diamond and Quantum Materials
  • 2.12.10 Nanomaterials for Quantum Applications

3 COMPANY PROFILES (65 company profiles)

4 REFERENCES