Key Takeaways from QC Buyer/Users Study: Expectations for QC Performance Advantage are Broad but Modest

A review of the number of quantum communications (QComm) research papers published over the last five years shows that QComm basic science as well as R&D efforts are centered within China, with the US a distant second and perhaps falling further behind. Most other nations are publishing a steady, but smaller stream of QComm-related publications well behind what China is producing.

The HPC market is experiencing many challenges and opportunities from the covid-19 virus and its resulting economic impacts. In July 2020, the situation appeared bleak, with a potential for 2020 HPC server revenues being down by as much as 20% year on year. More recently, surveys show an improved outlook, although still with a market contraction of approximately 14% compared with 2019. The Workgroup segment is bearing the near-term brunt of the downside impact.

Covid-related HPC investment impacts are not equally distributed across the vertical markets; several segments are already experiencing increased HPC investments. These include bio/life sciences and government labs. At the same time other verticals are facing a greater negative impact, including oil & gas, manufacturing, and DCC/content distribution