Wen 丨 head leopard
The concept of "quantum information" was once difficult to be understood by the public because of its strong "scientific and technological concept" attributes, and it lacked the heat of "consumption". However, with the introduction of the national "14th Five-Year Plan" this year, the importance of "quantum information" to the country and the industry has made it a "fragrant feast" for the stars and the moon.
It is reported that the word "science and technology" appears a total of 36 times in the entire text of the "14th Five-Year Plan Proposal", and the "Proposal" has clearly pointed out: "It is necessary to aim at cutting-edge fields such as artificial intelligence, quantum information, integrated circuits, life and health, and brain science, and implement a number of forward-looking and strategic major national science and technology projects." ”
Among them, quantum information ranks second only to artificial intelligence, which to a certain extent illustrates the strategic importance of national development.
Taking Hefei City, Anhui Province as an example, with the successful completion of the main goals set by the "13th Five-Year Plan" of Hefei High-tech Zone, in September this year, Hefei High-tech Zone officially announced that it will build the first quantum computing industrial park in China.
After the completion of the park, it is expected to introduce 60 upstream and downstream enterprises of quantum computing, bring 2,000 jobs, and will also drive the agglomeration of quantum computing industry and enhance the stability of the industrial chain supply chain, which is of great significance to building a quantum industry ecosystem in the province.
Renderings of Hefei Advanced Computing Center Picture from the network
Driven by various favorable policies, will quantum computing be the next outlet?
From the perspective of the capital market, the concept of quantum computing is actually not easy to understand, but in recent years, the market's attention has been rising. At present, we believe that quantum computing is still on the verge of commercialization, has not yet reached the state of mature application, and is vulnerable to the impact of "technology hype" and triggers a series of "investment bubble" events.
So, excluding the heavy "scientific and technological appearance" and "hype concept", what industry fields is quantum computing suitable for? How can we avoid the "investment bubble" caused by technology hype? In this article, the Head Leopard Research Institute will take you to focus on the application of the quantum computing market and unveil the "veil" of quantum computing for you.
Quantum computing heat "rising ship"
The concept of quantum computing is not easy to understand, but with the continuous deepening of scientific and technological hype, people are eager to understand what stage such important science and technology is in, and continue to deepen the understanding of the practical application of quantum computing technology. Since 2018, the number of news related to quantum computing has gradually increased, and its keyword search volume has shown a rapid growth trend, accounting for a large proportion of the number of existing technology speculators.
From 2018 to the present, the web search popularity of the term quantum computing has shown a rapid and stable upward trend, and it is expected that its average monthly popularity will reach 90.83 in 2021, mainly caused by the topic of technology hypes, because quantum computing is on the verge of commercialization, when it crosses the threshold from the minimum feasibility product to commercial application, quantum computing will show its potential, which will be the technology to move forward and accelerate its rapid development, but will usher in the risk of investment bubbles triggered by speculation.
Illustrating quantum computing-related industries
The demand for data processing capabilities in various industries is in a rapidly rising stage, while with the collection and storage of data continues to increase in parabolic trends, a single processor can not meet the rapid growth of data brought about by a series of problems, the only solution in the industry is to use more processors to help process related data, but the data processing required computing power requirements are increasing, And the growing trend of computer processing power following Moore's Law is in a gradual failure (the cost is falling, which means that the computing power may not increase).
Quantum computing is a new generation of processors with high potential, which can bring us more powerful computing processing capabilities, if quantum computing is commercial, its cost is reduced, and it will become an economically viable solution for processing massive data, but the quantum computing industry is still in the embryonic stage, the industry has high technical barriers, high market concentration, and the main overseas manufacturers are the international standards in the industry, compared with the Chinese local manufacturers.
Quantum computing has limitations
The development of quantum computing is huge for time, money and research investment, and quantum computers have many physical constraints (some entities need to be placed in an environment of absolute zero), and analog quantum computers and optical quantum computing can solve this problem, but they still have other conditional limitations.
How to unleash the computational potential of quantum computing, mainly to ensure that the data is used rationally, and to ask the right question, to get the answer to the question, the speed of this process will be much faster than the current classical computer. Harnessing the power of data to produce real, valuable, actionable insights and insights requires following the right data processing process, and there are still technical limitations, physical limitations, and human limitations for the future quantum computing industry.
What industries does quantum computing apply to?
Quantum computing has high potential value, and the industries that are significantly affected mainly include agriculture, energy, finance, government services, healthcare, transportation and logistics, and will provide entrepreneurial and business opportunities in the field of quantum computing in various industries. Quantum computing in data prediction, machine learning, artificial intelligence and cryptography are all application areas of quantum computing, of which the potential application value in cryptography occupies the main evaluation criteria.
The impact of quantum computing on cybersecurity
China's attention to the overall information construction is increasing year by year, and from 2017, the US cyber security investment is 15 times that of China's investment in network security, and the investment range ratio is gradually shrinking, reducing the gap with the United States, Europe and other places, of which network security involves related hardware, software, service investment, etc., but the industry concentration is low, the industry barriers are high, and Chinese local manufacturers are weaker and difficult to compete with industry giants.
Insights: Quantum computing will lead to a new generation of technological revolution
The main core concepts of the continuous strengthening of quantum technology include:
(1) Moore's Law is being broken, which will directly affect the sustainable development of the computer industry.
(2) All parties are surging at a very fast rate for the collected data, and the processing methods of the surging data in various industries are increasing the number of servers for data processing, and the introduction of quantum computing technology will break the original rules.
(3) Quantum computing is an indispensable tool for the final and effective processing of complex data sets, mainly in many aspects such as high computing power and strong parallel processing capabilities.
(4) The company's NP problem provides a huge business opportunity for quantum computing to analyze data.
(5) For a large number of multi-region, multi-input, multi-source data sets that need to be optimized in real time, the computing power of the current traditional computer may not be able to support the processing of them, but after the commercialization of quantum computing, it can be processed.
(6) The need for network security and password security makes quantum encryption necessary, which will help the traditional information security industry to carry out a new round of reform.
Focus on the enterprise
Through in-depth research on high-quality enterprises in China's quantum computing industry, The Leopard Research Institute recommends focusing on Origin Quantum, Huawei, and Guoyi Quantum.