The predicted TAM for the Entanglement Fabric segment of the stack are:
{{total-addressable-market="/rich-text-content/tables/nu-quantum-tam"}}
Quantum Computing Scenarios & Value Chain Analysis
We have partnered with GQI who have developed a sophisticated set of potential scenarios for the development of quantum technologies. They offer a rigorous and independent analysis of the market.
Model Details
A key challenge in projecting TAM, SAM and SOM in quantum markets is accounting for the uncertain path and pace of underlying technology development. This is compounded by the differing specifics of the quantum value chain and the market competitive dynamics that may emerge. Conventional market modelling approaches typically do account for these factors.
GQI’s Quantum Market Model (QMM) allows underlying assumptions to be codified within a systematic and robust framework designed and tuned for quantum markets.. End use value creation is captured by use cases (for example materials design in manufacturing, portfolio optimization in finance). These use cases are turned on by market scenarios (for example the development of a quantum computer of sufficient scale). Scenarios also capture market dynamics and so how use case revenue is split by value chain element (for example how many developers have succeeded in building a competitive system and so where does bargaining power reside). Value chain also drives geographical allocations (for example where is an end-use industry strongly represented).
The QMM is flexible and granular and so the consequences for a wide variety of different player value chain strategies can be consistently projected. GQI has used this to capture the uniqueness of NuQ’s strategic positioning.
Model Settings for Nu Quantum
NuQ’s technology roadmap foresees the acceleration of two core GQI scenarios (by 2 years in each case).It also foresees the that the QPI, QNU and enabling QEC, not the QPU will be key integrator pinch points. This changes bargaining power and thus value secured in those segments (a net transfer of 5 percentage points to those segments).Note these projections do not included revenues from any quantum communication or quantum sensing use cases, though GQI also sees secondary potential for NuQ’s technology there.
These are GQI assessments based on following input from NuQ
- Nu Quantum foresees the scenario pathway based on Hard Quantum Winter -> Eye of the Needle FTQC -> Scalable FTQC (so other scenarios are switched off)
- Based on NuQ’s technology roadmap, GQI has produced tailored version of Eye of the Needle FTQC and Scalable scenarios
- Each is accelerated by 2 years
- In NuQ accelerated Eye of the Needle, FTQC scenario, bottleneck is with QPI & QNU supplier (multiple QPU vendors available). Hence value chain allocations amended to favour QPI/QNU/QEC supplier
Some (Non confidential) Model inputs:
Value Chain Elements (On / Off)
Scenarios (On / Off)
Note that there is sophisticated and proprietary modelling of market trigger points & ramp-up / ramp-down times.
Communication with GQI about Model
GQI, may at their discretion and [TBC] under commercial terms, be prepared to discuss their model and the specific modelling of Nu Quantum’s predicted opportunity. Contact david@global-qi.com for details.
Other Applications of Quantum Networking
The fundamental aim of a quantum networking is to create an entanglement link between two qubits that are not physically adjacent, via a photon-mediated interaction.
As such, quantum networking has three main applications:
- Quantum Computing: create entangled networks of QPUs to form a larger computer (usually within data-centre scales)
- Quantum Communication: use remote entanglement to transmit information such as cryptographic keys (usually hundreds of metres to kilometres)
- Quantum Sensing: create entangled networks of quantum sensors to increase their sensitivity exponentially (could be very large distances, e.g. to detect gravitational waves)
Nu Quantum’s focus is on the first application - scaling quantum computers.
