“Insight must precede application.” ~ Max Planck, Father of Quantum Physics

“洞察必须先于应用。”---------量子物理之父马克斯·普朗克

Quantum computing is no ordinary technology. It has attracted huge interest at the national level with funding from governments. Today, some of the biggest technology giants are working on the technology, investing substantial sums into research and development and collaborating with state agencies and corporates for various projects across industries.

量子计算不是普通的技术。 它在国家一级引起了极大的兴趣,得到了政府的资助。 今天,一些最大的技术巨头正在瞄准这项技术,投资大量资金进行研究和开发,并与国家机构和公司合作,开展跨行业的各种项目。


Understanding Quantum Computing

理解量子计算

Let’s begin with understanding quantum computing. While standard computers are built on classical bits, every quantum computer has a qubit or quantum bit as its building block. Thus, unlike a classical computer where information is stored as binary 0 or 1 using bits, a quantum computer harnesses the unique ability of subatomic participles in the form of a qubit which can exist in superposition of 0 and 1 at the same time. As a result, quantum computers can achieve higher information density and handle very complex operations at speeds exponentially higher than conventional computers while consuming much less energy.

让我们从理解量子计算开始。 标准计算机是建立在经典比特上的,但是量子计算机以量子比特作为其构建模块。 经典计算机中使用比特将信息存储为二进制的0或1,量子计算机利用了量子比特形式的亚原子粒子的独特能力,它可以同时存在于0和1的叠加中。 因此,量子计算机可以获得更高的信息密度,并以高于传统计算机指数级的速度处理非常复杂的操作,同时消耗的能量要少得多。

It is believed that quantum computing will have a huge impact on areas such as logistics, military affairs, pharmaceuticals (drug design and discovery), aerospace (designing), utilities (nuclear fusion), financial modeling, chemicals (polymer design), Artificial Intelligence (AI), cybersecurity, fault detection, Big Data, and capital goods, especially digital manufacturing. The productivity gains by end users of quantum computing, in the form of both cost savings and revenue opportunities, are expected to surpass $450 billion annually.

相信量子计算将对物流,军事,制药(药物设计和研发),航空航天(设计),公用事业(核聚变),金融建模,化学品(聚合物设计),人工智能(AI),网络安全,故障检测,大数据和资本货物,特别是数字制造等领域产生巨大影响。 量子计算的最终用户将以节省成本和创造收入机会的形式获得生产收益,预计每年将超过4500亿美元。

“It will be a slow build for the next few years: we anticipate value for end users in these sectors to reach a relatively modest $2 billion to $5 billion by 2024. But value will then increase rapidly as the technology and its commercial viability mature,” reports BCG.

“未来几年,这将是一个缓慢的发展:我们预计,到2024年这些部门的最终用户的价值将达到相对适中的20亿至50亿美元。 但随着技术及其商业可行性的成熟,价值将迅速增加。”BCG报告。

The market for quantum computing is projected to reach $64.98 billion by 2030 from just $507.1 million in 2019, growing at a CAGR of 56.0% during the forecast period (2020–2030). According to a CIR estimate, revenue from quantum computing is pegged at $8 billion by 2027.

预计到2030年量子计算市场将达到649.8亿美元,而2019年仅为5.071亿美元,在预测期间(2020-2030年)的年复合增长率(CAGR)为56.0%。 根据CIR的估计,到2027年量子计算的收入将固定在80亿美元。

Which Nations Are Investing In Quantum Computing?

哪些国家正在投资于量子计算?




The Companies Leading the Way

领路的公司



Vancouver, Canada headquartered D-Wave is the world’s first commercial supplier of quantum computers and its systems are being used by organizations such as NEC, Volkswagen, DENSO, Lockheed Martin, USRA, USC, Los Alamos National Laboratory and Oak Ridge National Laboratory. In February 2019, D-Wave announced a preview of its next-generation quantum computing platform incorporating hardware, software and tools to accelerate and ease the delivery of quantum computing applications. In September 2019, it named its next-generation quantum system as Advantage, which will be available in the Leap quantum cloud service in mid-2020. In December 2019, the company signed an agreement with NEC to accelerate commercial quantum computing.

总部设在加拿大温哥华的D-Wave是世界上第一个量子计算机的商业供应商,其系统正在被NEC、大众、DENSO、洛克希德·马丁、美国航天局、南加州大学、洛斯阿拉莫斯国家实验室和橡树岭国家实验室等组织使用。 在2019年2月,D-Wave宣布了其下一代量子计算平台的预览,该平台包含硬件、软件和加速及简化量子计算应用程序交付的工具。 在2019年9月,它将其下一代量子系统命名为Advantage,该系统将于2020年年中在Leap量子云服务中提供。 公司于2019年12月与NEC签署协议,加速商业量子计算。

Amazon (AMZN) introduced its service Amazon Braket in late 2019, which is designed to let its users get some hands-on experience with qubits and quantum circuits. It allows to build and test circuits in a simulated environment and then run them on an actual quantum computer.

亚马逊于2019年底推出了Amazon Braket的服务,旨在让用户在量子比特和量子电路方面获得一些亲身体验。 它允许在模拟环境中构建和测试电路,然后在实际的量子计算机上运行它们。

Around the same time, Intel (INTC) unveiled a first-of-its-kind cryogenic control chip — code-named “Horse Ridge”—that will speed up development of full-stack quantum computing systems.

与此同时,英特尔推出了第一款低温控制芯片——代号为“马岭”(Horse Ridge)—— 这将加快大规模量子计算系统的发展。

In addition, companies such as Microsoft (MSFT), Alibaba (BABA), Tencent (TCEHY), Nokia (NOK), Airbus, HP (HPQ), AT&T (T) Toshiba, Mitsubishi, SK Telecom, Raytheon, Lockheed Martin, Righetti, Biogen, Volkswagen and Amgen are researching and working on applications of quantum computing.

此外,微软、阿里巴巴、腾讯、诺基亚、空客、惠普、AT&T、东芝、三菱、SK电信、雷声公司、洛克希德马丁、Biogen、大众和Amgen等公司正在研究量子计算的应用。

Final Word

最后的话

Investors looking to invest in the technology can either look at individual stocks or consider Defiance Quantum ETF (QTUM) to take exposure to companies developing and applying quantum computing and other advanced technologies. Launched in April 2018, QTUM is a liquid, low-cost and efficient way to invest in the technology. The ETF tracks the BlueStar Quantum and Machine Learning Index, which tracks approximately 60 globally listed stocks across all market capitalizations.

想投资这一技术的投资者可以看个股,也可以考虑Defiance Quantum ETF(QTUM)来接触开发和应用量子计算和其他先进技术的公司。 2018年4月推出的QTUM是一种易变为现金的,低成本和高效的投资这一技术的方式。 ETF跟踪蓝星量子和机器学习指数,该指数在所有市场资本化中跟踪大约60只全球上市股票。

While quantum computing is not mainstream yet, the quest to harness its potential is on, and the constant progress made is shrinking the gap between research labs and real-world applications.

虽然量子计算尚未成为主流,利用其潜力的努力仍在继续,但不断取得的进展正在缩小研究实验室与现实世界应用之间的差距。

Disclaimer: The author has no position in any stocks mentioned. Investors should consider the above information not as a de facto recommendation, but as an idea for further consideration. The report has been carefully prepared, and any exclusions or errors in reporting are unintentional.

免责声明:作者在上述任何股票中都没有立场。 投资者不应将上述信息视为事实上的建议,而应将其视为进一步考虑的想法。 报告是精心编写的,报告中的任何排除或错误都是无心的。

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

本文所表达的观点和意见是作者的观点和意见,不一定反映纳斯达克公司的观点和意见。