shape. My “Oh no!” Screen snapshot of GQI’s Quantum Tech Investments Playbook.
Written by Amara Grapps
A journey through GQI’s quantum technology investment handbook
While writing my previous quantum sensing articles (Atomic Interferometry Part 1, Part 2, Part 3), I wondered why I haven’t heard any economic news about quantum sensors lately. So I fired up GQI’s Quantum Technology Investing Handbook and thought, “Oh no!” for a moment.
Quantum Sensors received an investment of just 0.6% ($9.12 million). what is happening?
10 months is too short a time. If we select a two-year period starting January 1, 2022 from the Playbook calendar, quantum sensing’s share of the total quantum technology pie will increase nearly tenfold to 9.1%, reaching $110 million in November 2022. An interesting spike occurs.
Which companies received $110 million in investments? GQI’s interactive playbook provides a view of companies that received $110 million in investments under the Organization drop-down menu. That company was Infleqtion, then called ColdQuanta. The following month, in December 2022, the company changed its name to Infleqtion.
shape. Screen snapshot of GQI’s Quantum Tech Investor Playbook. Contains selected quantum sensor subfields.
Long-term investment in quantum sensors
If we choose a larger time slice from January 2010 to the present, the 9.1% remains almost unchanged.
Quantum sensing = 9.7% of total quantum technology investment.
shape. Pie chart of percentage of quantum technology investments from January 2010 to October 2024, from GQI’s Quantum Technology Investor Handbook.
If we take various time slices of two years at a time, we see fluctuations of 7%, 16%, 24%, and back to 7% (the height of the C19 pandemic), but in general, the total The proportion of investment is 10-15%.
We have to ask ourselves: Is the quantum sensor field growing?
Long-term research on quantum sensors
If you look at the number of research papers on Arxiv using just the keyword phrase “quantum sensor”, you can say yes.
From 2012 to now, early October 2024, the growth in quantum sensor research papers is approximately 20% to 50% per year. We also had three strong growth years: 2013, 2016, and 2021, with multi-hundred percent year-over-year growth.
Moreover, the growth of quantum sensor research is accelerating, as evidenced by the number of Arxiv papers.
The growth rate from January 2022 to now (October 2024) is approximately 1000%. This is approximately the same growth rate from 2017 to 2022.
History of quantum sensor patents
If you look at the number of patents filed on Google Patents using just the keyword phrase “quantum sensor,” you’ll see “yes.”
Between 2012 and 2017, the number of patents filed for quantum sensors was approximately 26.2,000.
Between 2017 and 2022, the number of patents filed in quantum sensors was approximately 37.5,000.
Therefore, quantum sensor research and patent metrics are showing good growth, even if business investments are not reflected in the same way.
Proposal for industrial introduction of quantum sensors
An informative opinion article by Bongs et al. The paper was published in the journal Nature in May 2023 under the title “Quantum sensors could start a revolution – if deployed correctly.” To accelerate the adoption of quantum sensors, the authors identify five top priorities for quantum sensor commercialization.
Make it more robust Consider where you need it Integrate into your current systems Establish your data needs Collaborate and innovate
The article by Bongs et al., 2023 delves into each of these five points and provides practical suggestions for the development and integration of quantum sensors for various applications to accelerate industrial adoption. . These suggestions should speed up your investment and hopefully prevent you from saying, “Oh no!” moment. Please take a look.
Investor Playbook is GQI’s interactive tool that facilitates exploration of quantum subdomains from an investor’s perspective. If you would like to know more, please feel free to contact us at info@global-qi.com. October 5, 2024
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