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概念掘金 | 最強量子芯片誕生!“量子科技”迎新風口,哪些公司值得關注?

今日,A股量子科技概念大升,富士達升超24%,禾信儀器升超20cm升停,國盾量子升超14%,華達智能、星光股份、格爾軟件、神州信息、復旦復華5股10cm升停。

消息面上,昨天谷歌重磅推出新一代量子計算芯片Willow(共105個量子比特),在全球科技界引起了巨大的轟動。

據悉,這是量子計算領域的一項重大突破,這一領域被視為許多科技公司的下一個技術前沿。

官方宣稱,這塊小小的芯片,能在5分鐘內完成當今最快超級計算機之一需要10²⁵年才能完成的計算。(詳情點擊查看)

消息一出,科技大佬馬斯克都驚歎一聲“哇塞”!與此同時,馬斯克的“老冤家”、人工智能公司OpenAI的CEO山姆·奧特曼也轉發了帖文,並附上“熱烈祝賀”(big congrats!!)

此外,近期美股亞馬遜、英偉達、微軟均重金入局量子計算。

從行業影響來看,在半導體行業,Willow量子芯片意義非凡。

它突破了量子糾錯關鍵技術,為量子計算技術在半導體領域的發展指引方向;其遠超傳統超算的性能,有望加速量子計算商業化,推動半導體行業加大對量子計算的投入與研發,促進產業鏈成型;還能促進半導體物理、材料科學、計算機科學等多學科交叉研究與合作,帶動半導體技術創新。

對於英偉達等傳統芯片企業,短期內Willow量子芯片因尚處實驗室階段,距大規模商用尚遠,對其市場份額與業務衝擊微弱。但長期而言,量子計算潛力巨大,一旦大規模商用,傳統芯片市場將面臨競爭壓力,不過英偉達已與谷歌量子 AI 合作利用 CUDA-Q 平台加速量子計算設備設計,預示着未來二者將是競爭與合作共存的態勢。

谷歌的量子AI部門創始人哈特穆特·乃文(Hartmut Neven)表示,谷歌的目標是對傳統計算機無法解決的問題進行繼續突破。

在中國,華為等科技領軍企業也在量子科技領域深入佈局,並已經取得了多項重要專利。

量子信息產業在在國內多個省份和城市,均呈現蓬勃發展態勢。梳理髮現,近3年來,國內至少有17個省(自治區、直轄市)已出台相關政策文件,對量子科技產業進行佈局。

據統計,2023年全球量子信息產業的投資規模已經達到了386億美元,其中中國的投資總額高達150億美元。

隨着技術的不斷進步和應用領域的拓展,預計到2035年,全球量子信息產業的總市場規模將達到驚人的8117億美元。

據悉,量子AI計算會用於包括人類癌症治癒、新藥開發、電動車電池優化設計、核聚變研究和新能源開發等領域。簡單説,對航空,航天,軍事,醫療,能源等各方面都會有變革式影響。

附:量子科技產業鏈梳理

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