 2027年～2047年の世界の量子材料市場The Global Quantum Materials Market 2027-2047 量子材料市場とは、あらゆる量子技術の基盤となる特殊材料や基盤部品、すなわち量子コンピューティング、センシング、通信の物理的基盤を網羅する市場である。 クビットやアルゴリズムといった、メディアの... もっと見る
サマリー 量子材料市場とは、あらゆる量子技術の基盤となる特殊材料や基盤部品、すなわち量子コンピューティング、センシング、通信の物理的基盤を網羅する市場である。 クビットやアルゴリズムといった、メディアの注目を集める要素とは異なり、この市場はバリューチェーンのより下流に位置し、量子システムが動作するために不可欠な超伝導体、フォトニックプラットフォーム、ダイヤモンド、ナノ材料、極低温システム、レーザー、真空装置、および相互接続部品を供給しています。 この市場を特徴づけるのは、どのプラットフォームが商業的な実現可能性に向けてスケールアップできるかを決定づけるのが、システムアーキテクチャではなく、材料の品質であるという点です。 材料は、量子ハードウェアにおける制約要因である。量子ビットのコヒーレンス、ゲートの忠実度、およびエラー率は、プロセッサを構成する材料の純度、欠陥密度、および界面品質に直接左右される。表面酸化物や基板における二準位系の欠陥は、超伝導デバイスにおけるデコヒーレンスの主な原因であり続けている。 要件はモダリティごとに大きく異なります。超伝導プロセッサは、低損失のサファイアまたはシリコン基板上のニオブ、タンタル、アルミニウムに依存しています。シリコンスピン量子ビットには、同位体濃縮されたシリコン-28が必要です。 ダイヤモンドプラットフォームは、設計された窒素空孔センターを宿す量子グレードのCVD材料に依存しており、フォトニックおよび原子系は、窒化ケイ素や薄膜ニオブ酸リチウム集積回路、特殊レーザー、単一光子検出器を利用している。 しかし、これらすべてに共通するのは、極低温インフラ、超高純度の原材料、そしてヘリウム-3のようなますます制約の厳しくなる資源への依存である。 この市場は、サプライチェーンの極端な集中によって形作られている。希釈冷凍機の製造、ヘリウム-3の配分、量子グレードのダイヤモンド、濃縮シリコン、および低温CMOSファウンドリへのアクセスは、いずれも戦略的なボトルネックであり、少数のサプライヤー（多くの場合、単一の支配的なベンダー）が供給を支配している。 こうしたボトルネックは、需要とは無関係に、量子ハードウェアのスケールアップ速度をますます左右するようになっている。また、サプライチェーンは地政学的競争の明確な軸ともなっており、西側諸国およびその同盟国のサプライヤーが最も重要なボトルネックの多くを支配する一方で、他の地域は自国の生産能力や材料研究に多額の投資を行っている。 量子技術は実験室から商用展開へと移行しつつあり、量子システムを機能させる材料や部品は、業界がどれほどのスピードで拡大できるかを決定づける制約要因となっている。量子ビットのコヒーレンス、ゲートの忠実度、エラー率は、システムを構成する材料の純度と品質によって直接決定される一方、重要な投入物―― ヘリウム3、希釈冷凍機、量子グレードのダイヤモンド、濃縮シリコン、特殊レーザー、および低温CMOSファウンドリの生産能力――の供給は、ごく少数のサプライヤーに集中しており、地政学的な対立軸に沿って争奪戦が激化している。 材料メーカー、部品サプライヤー、投資家、システム開発者にとって、供給層は今や、量子バリューチェーン全体において最も戦略的に重要かつ防御しやすい位置の一つとなっている。 『Global Quantum Materials Market 2027-2047』は、今後20年間にわたるこの市場に関する包括的な技術的・商業的分析を提供します。本レポートは、材料カテゴリー、物理プラットフォーム、地域ごとに市場を定量化し、量子ビットの導入ベース予測と材料集約度モデリングに基づいて、きめ細かなボトムアップ予測を構築しています。 また、あらゆる材料クラスにおける技術成熟度を評価し、ハードウェアのスケールアップを制約する可能性が最も高いサプライチェーンのボトルネックをランク付けし、この分野に供給を行う企業の競争環境を明らかにしています。 本レポートは、この市場におけるポジショニングを決定づける以下の疑問に答えます。2047年までに最大の収益機会をもたらす材料やコンポーネントは何か、供給のボトルネックがどこで、いつ発生するか、どのプラットフォームや地域が需要を牽引するか、米国と中国の競争が材料サプライチェーンをどのように再構築しているか、そして各セグメントにおいてどのサプライヤーが堅固な地位を築いているか。 本レポートの主な内容は以下の通りです：
本レポートは、量子経済の基盤となる材料を理解し、その恩恵を享受しようとする材料・部品サプライヤー、量子ハードウェア開発者、投資家、政府機関、およびサプライチェーン戦略担当者にとって必読の資料です。 ご購入者には以下のものが提供されます：
Summary
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:
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:
Table of Contents
1 EXECUTIVE SUMMARY 16
1.1 The Quantum Technology Market in 2026 17
1.1.1 Q1 2025: The Surge That Set the Tone 17
1.1.2 Q2 2025: Momentum Builds Across the Stack 17
1.1.3 Q3 2025: Mega-Rounds and a New Valuation Era 18
1.1.4 Q4 2025: Going Public and Consolidation Accelerates 19
1.1.5 Into 2026: The Public Market Era Begins 19
1.1.6 The Strategic Picture: What $10 Billion Means 20
1.1.7 2025 as Quantum Technology's Commercial Watershed 22
1.2 First and second quantum revolutions 23
1.3 Current quantum technology market landscape 23
1.3.1 Key developments 24
1.4 Quantum Technologies Investment Landscape 25
1.4.1 Total market investments 2012-2026 25
1.4.2 By Technology 28
1.4.3 By Company 29
1.4.4 By Application 30
1.4.5 By Region 31
1.4.5.1 The Quantum Market in North America 32
1.4.5.2 The Quantum Market in Asia 33
1.4.5.3 The Quantum Market in Europe 33
1.4.6 Key Investment Trends 2025–2026 34
1.5 Enabling Technologies and Infrastructure 35
1.6 Material Platforms 35
1.6.1 Materials in Quantum Computing 36
1.6.1.1 Materials Opportunities in Quantum Computing 37
1.6.1.2 Roadmap for Components in Quantum Computing 38
1.6.2 Materials for Quantum Sensing 38
1.6.2.1 Materials Opportunities in Quantum Sensing 39
1.6.2.2 Roadmap for Components in Quantum Sensing 40
1.6.3 Materials for Quantum Networking and Communications 40
1.6.3.1 Materials Opportunities in Quantum Networking and Communications 41
1.6.3.2 Roadmap for Quantum Networking and Communications 41
1.7 Quantum Materials Technology Readiness Overview 42
1.8 Investment Opportunities in Quantum Materials 42
1.9 Critical Supply Chain Bottlenecks 43
1.10 The Geopolitical Dimension 44
1.11 Materials Market Forecasts 44
2 MATERIALS ANALYSIS 46
2.1 Superconductors 46
2.1.1 Overview 46
2.1.2 Technology Readiness 46
2.1.3 Types and Properties 46
2.1.4 Critical Temperature and Material Selection 47
2.1.4.1 Critical Material Supply Chain Considerations 48
2.1.5 Superconducting Quantum Circuits 49
2.1.5.1 Introduction 49
2.1.5.2 Fabricating Superconducting Qubits 49
2.1.6 Defects and Sources of Noise 50
2.1.7 Superconducting Nanowire Single-Photon Detectors (SNSPDs) — Materials and Fabrication 51
2.1.8 Opportunities 52
2.2 Photonics, Silicon Photonics and Optical Components 53
2.2.1 Overview 53
2.2.2 Types and Properties 53
2.2.3 Technology Readiness 53
2.2.4 Photonic Integrated Circuits for Quantum Technology 54
2.2.4.1 Overview 54
2.2.5 PICs for Quantum Sensing 56
2.2.6 Opportunities 56
2.3 Nanomaterials 57
2.3.1 Overview 57
2.3.2 Types and Properties 57
2.3.2.1 Quantum Dots 58
2.3.2.2 Carbon Nanotubes 58
2.3.2.3 Graphene 58
2.3.2.4 Nanowires 59
2.3.2.5 Nanodiamonds 59
2.3.2.6 2D Materials 59
2.3.2.7 Silicon Carbide Colour Centres 60
2.3.2.8 Rare-Earth-Doped Nanoparticles 60
2.3.2.9 Hexagonal Boron Nitride (hBN) Single-Photon Emitters 60
2.3.2.10 Topological Insulator Nanostructures 61
2.3.2.11 Perovskite Nanocrystals 61
2.3.2.12 Molecular Qubits and Endohedral Fullerenes 61
2.3.3 Technology Readiness 62
2.3.4 Opportunities 63
2.4 Artificial Diamond for Quantum Technology 64
2.4.1 Overview 64
2.4.2 Technology Readiness 64
2.4.3 Supply Chain and Materials for Diamond-Based Quantum Computers 65
2.4.4 Quantum Grade Diamond 65
2.4.5 Silicon-Vacancy in Diamond Quantum Memory 66
2.5 Cryogenic Infrastructure 67
2.5.1 The Role of Cryogenics in Quantum Computing 67
2.5.2 Technology Readiness 67
2.5.3 Operating Temperature Requirements by Modality 68
2.5.4 Dilution Refrigerators 68
2.5.4.1 Cryogen-Free vs. Wet Systems 68
2.5.5 Pulse Tube and Cryocoolers 69
2.5.6 Alternative Cooling Technologies 69
2.5.7 Dilution Refrigerator Vendor Landscape 69
2.5.8 Partnership Models 70
2.5.9 Cryogenic System Lead Times and Capacity Constraints 70
2.5.10 Forecast — Installed Base of Dilution Refrigerators 70
2.6 Helium-3 Supply Chain 71
2.6.1 Why Helium-3 Matters for Quantum Computing 71
2.6.2 ³He Production from Tritium Decay 71
2.6.3 ³He Supply Sources and Annual Production Estimates 71
2.6.4 Technology Readiness 71
2.6.5 Helium-3 Supply Chain 72
2.6.6 Demand-Supply Gap Modelling, 2026–2046 73
2.6.7 Lunar Regolith Harvesting (Interlune) 73
2.6.8 Helium-4 Industrial Supply Risk 74
2.6.9 Strategic Stockpiling and Mitigation 74
2.7 Cryogenic Control Electronics and Cryo-CMOS 75
2.7.1 The Wiring Crisis — Why Room-Temperature Control Cannot Scale 75
2.7.2 Architectural Approaches 75
2.7.3 Technology Readiness 75
2.7.4 NVQLink and the Quantum-Classical Data Centre Convergence 76
2.7.5 Cryo-CMOS Devices and Process Technology 76
2.7.6 Vendor Landscape 77
2.7.7 Cryogenic Amplifiers — TWPAs, HEMT and Parametric 77
2.7.8 Heat Load Budgets and Power Dissipation Constraints 78
2.7.9 Forecast — Cryo-CMOS Market and Penetration 78
2.8 Lasers and Photonic Components by Modality 79
2.8.1 The Laser Bill of Materials in a Quantum System 79
2.8.2 Wavelengths Required by Atomic and Solid-State Modalities 79
2.8.3 Laser Technology Platforms 79
2.8.4 Technology Readiness 80
2.8.5 Linewidth, Stability and Phase Noise Requirements 80
2.8.6 Photonic Component Suppliers 81
2.8.7 Laser Vendor Capability Matrix 81
2.8.8 Single-Photon Detection 82
2.8.9 Photonic Integrated Circuits and Foundry Access 83
2.9 Ultra-High Vacuum (UGV) Systems 84
2.9.1 Vacuum Pressure Requirements by Modality 84
2.9.2 UHV Chamber Design and Materials 84
2.9.3 Technology Readiness 85
2.9.4 Vacuum Pumps and Hardware 85
2.9.5 Vacuum Feedthroughs and Hermetic Seals 86
2.9.6 Vapour Cell Technology and Atomic Sources 86
2.9.7 UHV Vendor Capability Matrix 87
2.10 Microwave and Optical Interconnects 88
2.10.1 Technology Readiness 88
2.10.2 Cryogenic Microwave Cabling 88
2.10.3 High-Density Cryogenic Connectors 89
2.10.4 Cryogenic Attenuators and Filters 89
2.10.5 Circulators, Isolators and Switches 90
2.10.6 Optical Interconnects for Photonic and Modular Quantum Systems 90
2.10.7 Microwave-to-Optical Transducers 90
2.10.8 Vendor Landscape 90
2.11 Supply Chain Bottleneck Assessment 91
2.11.1 Methodology — Severity, Probability and Time-to-Resolution Framework 91
2.11.2 Critical Bottlenecks 91
2.11.3 High-Severity Bottlenecks 92
2.11.4 Bottleneck Heat-Map by Modality 92
2.11.5 Mitigation Strategies 92
2.12 Materials Market Forecasts 93
2.12.1 Superconducting Chips and Substrates 93
2.12.2 Photonic Integrated Circuits and Optical Components 94
2.12.3 Cryogenic Infrastructure 94
2.12.4 Helium-3 and Helium-4 Supply 94
2.12.5 Cryogenic Control Electronics and Cryo-CMOS 95
2.12.6 Lasers and Single-Photon Detectors 95
2.12.7 Ultra-High Vacuum Systems 96
2.12.8 Microwave and Optical Interconnects 96
2.12.9 Diamond and Quantum Materials 96
2.12.10 Nanomaterials for Quantum Applications 97
3 COMPANY PROFILES 97 (65 company profiles)
4 REFERENCES 147
List of Tables/Graphs
List of Tables
Table 1. Materials in Quantum Technology. 16
Table 2. 2025–2026 Quantum Technology Investment 20
Table 3. First and second quantum revolutions. 23
Table 4. Quantum Technology Total Investments 2012–2026 (millions USD) 25
Table 5. Major Quantum Technologies Investments 2024–2026 26
Table 6. Quantum Technology Investments 2012–2026 by Technology Subsector (millions USD) 29
Table 7. Quantum Technology Funding 2022–2026 by Company (USD) 29
Table 8. Quantum Technology Investment by Application 2012–2026 (millions USD) 31
Table 9. Quantum Technology Investments 2012–2026 by Region (millions USD) 32
Table 10. Key Quantum Investment Trends 2025–2026 34
Table 11. Material platforms mapped to market verticals 36
Table 12. The Role of Key Materials Across Quantum Computing Modalities 37
Table 13. Materials Opportunities in Quantum Computing by Impact, Maturity and Horizon 37
Table 14. Materials and Components for Quantum Sensing by Sensor Type 39
Table 15. Materials Opportunities in Quantum Sensing by Impact and Maturity 39
Table 16. Summary Technology Readiness Level Assessment by Material Class 42
Table 17. Investment Opportunities by Materials Segment 43
Table 18. Top Ten Most Severe Supply Chain Bottlenecks, 2026 43
Table 19. Materials market by platform, 2027–2047 (US$M) 44
Table 20. Technology Readiness Assessment — Superconducting Materials and Devices 46
Table 21. Superconductors in quantum technology. 46
Table 22. Critical temperature of superconducting materials for quantum technology 47
Table 23. Transmon superconducting qubit structure and materials 49
Table 24. Summary of manufacturing processes for superconducting quantum chips 50
Table 25. Defects and sources of noise for superconducting quantum circuits 50
Table 26. Fabrication methods for SNSPDs 51
Table 27. Photonics, silicon photonics and optics in quantum technology. 53
Table 28. Technology Readiness Assessment — Photonic Platforms and Components 54
Table 29. Quantum PIC material platforms benchmarked 54
Table 30. PIC materials used by quantum technology companies 55
Table 31. Nanomaterials in quantum technology. 57
Table 32.Technology Readiness Assessment — All Nanomaterial Types for Quantum Technology 62
Table 33. Material advantages and disadvantages of diamond for quantum applications 64
Table 34. Technology Readiness Assessment — Diamond Materials and Applications 64
Table 35. Synthetic diamond value chain for quantum technology 65
Table 36. Technology Readiness Assessment — Cryogenic Infrastructure 67
Table 37. Cryogenic Operating Temperature Requirements by Quantum Computing Modality 68
Table 38. Dilution Refrigerator Pricing Bands by Configuration, 2026 68
Table 39. Dilution Refrigerator Vendor Comparison, 2026 69
Table 40. Dilution Refrigerator Lead Times, 2022 vs. 2026 70
Table 41. Installed Base Forecast — Dilution Refrigerators by Region (units, cumulative) 70
Table 42. Helium-3 Annual Production by Source, 2026 71
Table 43. Technology Readiness Assessment — Helium Supply and Mitigation 72
Table 44. Helium-3 supply–demand balance (litres STP/year) 72
Table 45. Helium-3 Demand Forecast for Quantum Computing, 2027–2047 73
Table 46. Wiring Density Requirements vs. Cryogenic Cooling Budget 75
Table 47.Technology Readiness Assessment — Cryogenic Control Electronics 76
Table 48. NVQLink Ecosystem Participation, 2026 76
Table 49. Cryo-CMOS and Cryogenic Control Vendor Capabilities, 2026 77
Table 50. Cryogenic Amplifier Performance Benchmarks 78
Table 51. OS Market Forecast, 2026–2047 (millions USD) 78
Table 52. Required Laser Wavelengths by Quantum Computing Modality 79
Table 53. Technology Readiness Assessment — Lasers and Photonic Components 80
Table 54. Laser Linewidth Requirements by Application 80
Table 55. Laser Vendor Capability Matrix, 2026 81
Table 56. Single-Photon Detector Technology Comparison, 2026 82
Table 57. PIC Material Platform Comparison for Quantum Applications 83
Table 58. Vacuum Pressure Requirements by Modality 84
Table 59. Optical Viewport Specifications and Suppliers 84
Table 60. Technology Readiness Assessment — Ultra-High Vacuum Systems 85
Table 61. UHV Pump Type Selection Matrix 85
Table 62. Vapour Cell and Atomic Source Suppliers 86
Table 63. UHV Vendor Capability Matrix, 2026 87
Table 64. Technology Readiness Assessment — Microwave and Optical Interconnects 88
Table 65. Cryogenic Cable Type Comparison 89
Table 66. High-Density Cryogenic Connector Comparison 89
Table 67. Cryogenic Attenuator Pricing and Specifications 90
Table 68. Cryogenic Interconnect Vendor Comparison, 2026 90
Table 69. Bottleneck Heat-Map by Quantum Computing Modality 92
Table 70. Bottleneck Mitigation Pathways 92
Table 71. Market by category (Millions USD) 93
Table 72. Superconducting Chip and Substrate Market Forecast, 2027–2047 (millions USD) 93
Table 73. PIC and Optical Component Market Forecast, 2027–2047 (millions USD) 94
Table 74. Cryogenic Infrastructure Market Forecast, 2027–2047 (millions USD) 94
Table 75. Helium-3 and Helium-4 Market Forecast, 2027–2047 (millions USD, quantum applications only) 95
Table 76. Cryogenic Control Electronics Market Forecast, 2027–2047 (millions USD) 95
Table 77. Cryo-CMOS Market Forecast, 2027–2047 (millions USD) 95
Table 78. Lasers and Single-Photon Detectors Market Forecast, 2027–2047 (millions USD) 95
Table 79. UHV Systems Market Forecast, 2027–2047 (millions USD) 96
Table 80. Cryogenic and Optical Interconnect Market Forecast, 2027–2047 (millions USD) 96
Table 81. Diamond and Specialty Materials Market Forecast, 2027–2047 (millions USD) 97
Table 82. Nanomaterials Market Forecast, 2027–2047 (millions USD) 97
List of Figures
Figure 1. Quantum computing development timeline. 24
Figure 2. Material platform relevance across the three quantum technology verticals. 36
Figure 3. Component Roadmap for Quantum Computing, 2027–2047 38
Figure 4. Component Roadmap for Quantum Sensing, 2027–2047 40
Figure 5. Materials Opportunities in Quantum Networking and Communications 41
Figure 6. Component Roadmap for Quantum Networking and Communications, 2027–2047 42
Figure 7. Quantum materials and components market by platform, 2027–2047 (US$ millions). 45
Figure 8. Helium-3 supply–demand balance (litres STP/year) 73
Figure 9. Archer-EPFL spin-resonance circuit. 100
Figure 10. Maybell Big Fridge. 111
Figure 11. Quantum Brilliance device 130
Figure 12. SemiQ first chip prototype. 137
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