2026全球量子安全产业发展展望报告（英文）-

clobalQuantumsecurityIndustry

DevelopmentOutlook2026-02Q-STARQuantumStrategicTrendsAnnual

ReportForewordEmpoweringaNewEraofQuantum

SecurityIndustryIn2026,theglobalquantumsecurity

industry

istransitioningfromaphaseoftechnologicalcapability

buildingtoward

a

stageof

syste

matic

fo

r

matio

n

.

Afte

r

yea

rs

of

acc

u

m

u

latio

n

i

n

standardizationefforts,technicalvalidation,andpilotdeployments,

quantumsecurityisprogressivelybeing

integrated

intothe

digital

infrastructureupgradeframeworksofvariouscountries.Its

role

is

shiftingfromaforward-lookingtechnologyreservetoa

practical

security

capability.The

core

logic

of

industry

development

is

undergoingafundamentaltransformation—frombeingdrivenby

isolatedtechnological

breakthroughsto

being

propelled

by

a

co

m

bi

natio

n

of

i

nstit

utio

na

l

a

r

ra

nge

me

nts

,

e

ngi

nee

r

i

ng

implementation,andindustrialcollaboration.Fromaglobal

landscape

perspective,

majoreconomies

haveall

elevated

quantum

securityto

a

key

component

of

national

strategyandcybersecuritysystems.The

United

States,following

thefinalizationofitsPost-QuantumCryptography(PQC)standards,

isacceleratingthe

migrationoffederal

systems

and

supporting

industrial

implementation

.

Europe

,

under

a

unified

strategic

f

ra

mewo

r

k

,

is

st

re

ngthe

n

i

ng

its

sta

nda

rds

syste

m

w

hi

le

c

on

curr

e

nt

lya

dv

an

c

in

gt

h

ed

epl

oy

m

e

ntofqu

antum

communicationinfrastructure.China,guidedbynational

planning,

emphasizestheintegrateddevelopmentofquantumsecuritywith

next-generation

information

infrastructure

.

Other

countries—

including

Canada

,Japan

,

South

Korea

,

and

India—are

also

pursuingdeploymentscenteredoncritical

infrastructure

security

andadvancedcommunicationframeworks.Insummary,although

nationalpathwaysdiffer,allexhibita

converging

trend

of

policy

g

u

ida

nce

,

sta

nda

rds

i

m

p

le

me

ntatio

n

,

a

nd

e

ng

i

nee

r

i

ng

advancement.Theglobalquantumsecurityindustryhas

entereda

phaseofinstitutionalizedandsystematicprogression.1ForewordLookingahead,asquantumcomputingcapabilitiescontinuetoadvanceandthe

riskstotraditionalpublic-keycryptosystems

are

progressivelyincorporatedintolong-termassessmentframeworks,

quantumsecuritywillevolve

from

phased

deployment

toward

large-scale

systematic

implementation

.The

migration

pace

of

Post-QuantumCryptographyandthenetworkingcapacitybuilding

ofQuantumKeyDistribution

will

form

a

layered

and

coordinated

architecture

,with

hybrid

securityframeworks

emerging

as

a

pragmaticpathway.Industrygrowthwillbecloselytiedtothepace

of

national

institutionaladvancements,

infrastructure

upgrade

cycles,andsector-specific

migrationdemands

.

It

is

expected

to

enteranacceleratedgrowthphasearound2030,andover

a

longer

horizon,willreshapethearchitectureofglobaldigitalsecurity.Thisreportadoptsaglobalperspective,

providinga

systematicreviewandcomprehensive

analysis

ofthe

policy

environment,

technologicalevolution,industrialstructure,andmarketsizetrends.

Itaimstopresenttheoverallstateofthequantumsecurityindustry

duringthiscriticaltransitional

phase,analyzethe

development

logicandstructuralcharacteristicsofdifferentregions,andoffer

a

referencefor

understandingthefuturetrajectory

ofthe

global

digitalsecuritylandscape..ICVFrontierTechnologyConsultingDirector,SeniorVicePresidentJude

Green2Declaration01

The

content

andviews

presented

inthis

report

are

intendedto

be

independent

and

objective.The

informationoropinionsexpressed

hereindo

not

constitute

investment

advice,andreadersshouldexerciseduecaution.02

Thisreportaimsto

review

and

present

key

events

inthe

global

quantumtechnology

and

industry

subsectorsthat

occurred

in

2025

.

It

is

primarily

based

on

publicly

available

informationandcompileddata.Theanalysisalsotakesintoaccountthestateoftheglobal

economyatthetimeofpublicationtoofferpredictiveobservationsonpotentialshort-term

impacts.03

This

reportfocusesondevelopments

inthe

quantum

security

subsector

in

2025,

based

on

local

releasedatesandthe

initial

publicationofevents

.

Subsequent

reports

covering

identicalorsubstantiallysimilarcontentare

not

regardedas

significant

events

of

2025,

eveniftheyspanadjacentyears.04The

copyright

ofthis

report

is

held

by

ICV

TA&K

and

QUANTUMCHINA.

Any

form

of

use

or

dissemination,includingbutnotlimitedtorepublication,distribution,website

posting,or

social

media

useofthecontentofthis

report,

mustduly

creditthe

source

(2026

GlobalQuantum

Security

Industry

Development

Outlook[R].

ICV

TA&K&

QUANTUMCHINA.

2026.02).

ICVTA&KandQUANTUMCHINAreservetherightoffinalinterpretation.05Anyindividualororganization

usingthecontentofthis

report

shall

not

quote,

abridge,

or

alter

it

ina

mannerthat

contradicts

itsoriginal

intent.

No

part

ofthis

report

may

be

reproduced,copied,published,ordistributedinanyformwithoutpriorwrittenpermission.

Anyauthorizedcitation,reproduction,orrepublication

must

remainwithinthe

scope

of

permission.Anyunauthorizeduseofthisreportshallbearcorrespondinglegalliabilities.06

Thedata,events,andviewpoints

cited

in

this

report

are

collected

for

informational

purposes

only.Their

inclusion

does

not

signifythe

publisher

'

s

endorsement

oftheir

accuracyorcompleteness.07

This

reportcontainsdynamicdata

reflectingthestatusas

ofthestatisticaldeadline.

It

does

notconstituteapredictionoffutureconditionsorinvestmentadvice.

Readers

are

advised

tousetheinformationwithdiscretion.3ResearchMethodsThis

reportadoptsasystematic,

scientific,and

multi-dimensional

research

methodology,integrating

deep

data

mining,expert

insights,industrial

modeling,

and

value

chain

analysis

toholistically

assessthetechnologicalfrontiers,

market

potential,

and

commercializationpathwaysofquantumtechnology.01

Multi-Source

Data

Collection

andValidation：A

fine-grained

data

collection

strategy

spanning

multiplechannelsanddimensionswasemployed.

Datasources

include

publicdisclosures

of

core

enterprises

in

the

global

quantum

industry,

R&D

outputsfrom

leadingresearch

institutions,

policy

and

regulatory

interpretations,

market

intelligence,

andacademic

literature.To

ensure

representativeness

and

rigor,the

collected

data

underwentmultiple

rounds

of

validation

and

cross-verification,establishing

a

high-quality

empiricaldataset

for

subsequent

analysis.02

Expert

Network

and

In-Depth

Interviews：A

multi-tiered

expert

network

was

established,

enabling

in-depthconsultationswithfrontline

practitioners

inthequantumtechnologysector.Intervieweesincludedfoundingteamsandtechnicalexecutivesofleadingquantum

firms,

senior

advisorsfrom

industry

associations,

and

quantum

scientistsfromtop

universities

and

research

institutions

.

Semi-structured

interviewswere

conductedtoexplorekeytopicssuchastechnologicalpathways,businessmodels,andfuturetrajectories,yieldingforward-lookinginsights.03

Advanced

Modeling

and

Quantitative

Analysis

：Drawing

on

best

practices

from

globalmanagement

consulting,this

study

constructed

a

multi-layered

analytical

framework

and

quantitative

modelsto

capture

dynamictrendsand

underlyingvalue

inthe

quantum

industry.Statistical

models,forecastingalgorithms,and

marketsimulationtechniques

wereappliedtoquantitativelyassess

investmentactivities,

market

size,

and

industrialchaindistribution,aimingtopreciselydelineatedevelopmenttrajectoriesandkeydrivers.04

Value

Chainand

Scenario-Based

Analysis：An

end-to-end

value

chain

analysis

was

conductedto

map

core

elements

acrossthe

quantumtechnology

ecosystem—from

upstreamR&Dinkeytechnologiesandcomponentstomidstreamapplication

developmentand

downstream

market

expansion.The

study

systematically

examined

the

transformativepotentialofquantumtechnologies

insectorssuchas

satellite

communications,

passive

navigation,finance,chemicals,

materials,energy,

basic

research,

and

life

sciences,offeringstrategicreferencesforindustryenablement.05

Regional

and

Policy

Differentiation

Analysis：

From

a

global

perspective,

this

report

provides

a

comparative

regional

analysis,

assessingthe

policy

support,

innovationecosystems,talent

concentration,and

technology

commercialization

capabilities

of

major

countries

and

regions

in

quantumtechnology.

By

identifying

regional

competitive

advantages

and

complementarities,the

study

offers

insights

to

support

globallycoordinateddevelopmentofthequantumtechnologyindustry.4AcknowledgmentsThisreportisauthoredandpublished

byQuantumChina,the

research

arm

ofthe

quantumtechnologyserviceplatform,QuantumChina.Weextendoursinceregratitudetothefollowingcompanies(includingbutnotlimitedto)fortheirtechnicalexpertiseandmaterialsupport:TOSHIBA美Qry

pta

sHIELD51.2025Industry

Development

Overview92.QuantumKey

Distribution293.Post-QuantumCryptography764.Global

Landscape:Regional

Status

and

Analysis1155.InvestmentandFinancingAnalysis1366.SupplierEvaluation1497.AnalysisofNewApplicationScenarios1938.Industry

AnalysisandForecast2169.Industry

Outlook22810.Appendix244Contents6ResearchScopeThe

subject

ofthis

research

isthe

Quantum

Security

Industry,

atechnology-intensivesectoremerginginresponsetothethreatsposed

byquantumcomputingtoclassicalcryptographicsystems.Theindustry

focuses

onthe

Research

and

Development

(R&D),

application,

and

commercializationofQuantumCommunicationtechnologies(such

as

QuantumKeyDistribution)andPost-QuantumCryptography.Itsultimategoalistoarchitectanext-generationsecurityframeworkthatintegrates

physical

mechanismswith

mathematicaltheories

.Thisframework

ensurestheconfidentiality,integrity,availability,andlong-termsecurity

ofinformationthroughout

itstransmission,storage,and

interaction

processes.TheQuantumSecurityframeworkcomprisestwoprimarytechnicalpathways

.

The

Physical

Pathway

centered

on

Quantum

Secure

Communication,thisapproachleveragesfundamentalprinciplessuch

asthe

No-cloningTheoremandQuantum

Entanglement.

By

utilizing

technologies

like

QKD

and

QR

NG,

it

achieves

intrinsic

securityfor

i

nfo

r

matio

n

t

ra

ns

m

issio

n

based

o

n

the

laws

of

phys

ics

.

T

he

MathematicalPathwayCenteredonPost-QuantumCryptography,this

approach

designs

algorithms

based

on

computationally

hard

mathematicalproblems,suchaslattice-based,hash-based,andcode-

basedcryptography.

Its

primaryobjective

istofacilitate

a

seamless

migrationtothe

post-quantumera

.Thesynergy

betweenthese

two

pathwaysestablishesadual-defensearchitecture,combiningPhysical-

layerSecuritywithAlgorithmicReinforcement.Quantum

Secure

Communication

is

atechnicalframeworkthatutilizesquantumstatestoachievesecure

keydistributionand

random

numbergeneration;itscoreproductsincludeQKDequipmentand

QRNG

chips,whichcan

be

integrated

and

deployedwith

existing

optical

networks

and

have

already

been

implemented

in

sectors

such

as

governmentaffairs,finance,andenergy.7Quantum

SecurityQuantum

Key

DistributioResearchScopePost-QuantumCryptography(PQC)referstoaclassof

cryptographicalgorithmscapableofresistingattacksfromquantum

computers,withs

e

c

ur

itygr

o

un

d

e

dinm

ath

em

at

i

c

alpr

obl

em

sth

atr

em

ai

n

computationally

hard

under

bothclassicalandquantum

computing

models.

PQCsupports

incremental

migration,coveringstagessuch

as

algorithm

standardization,

hardware

implementation,

and

system

integration,andservesasapivotaldirectionforthefuture

evolution

of

informationsecurity.

Figure:ResearchFrameworkoftheQuantumSecurity

IndustryQuantumRandom

NumberGenerationQuantumTeleportation...Post-Quantum

Cryptography...PhysicalTechnologiesMathematical

Technologiesic

vTAK

Version

Feb2026812025IndustryDevelopmentOverview本报告来源于三个皮匠报告站（）,由用户Id:863553下载,文档Id:1124635,下载日期:2026-02-22P

ol

i

cyan

dst

an

d

ar

d

i

z

ati

onar

ea

dv

an

c

in

gincoordination,with

national

strategies

steeringthe

industry'sstrategicdirection.Thetechnicalarchitecture

isattaining

maturity,

with

synchronized

progressinengineering

implementation

andapplicationcapabilities.Industrialchainsynergyisaccelerating,facilitatingtheintegrationof

QuantumSecurity

into

existing

digital

infrastructure.Post-Quantum

Cryptography

hasenteredthestage

of

engineeringdeployment,withitsscope

of

application

continuingtoexpand.Investmentandfinancingaretrendingtowardrationality,resultinginmoreconcentratedcapitalallocation.The

industry

scale

continuesto

expand

as

strategic

development

pathways

become

increasingly

well

-

defined.Ecosystemcollaborationisaccelerating,propellingQuan

tumSecurityintoaphaseofsystematicdevelopment.Contents

12025IndustryDevelopment

OverviewChapter1

2025Industry

DevelopmentOverview0102030405060710In2025,

majorglobaleconomies

elevated

Quantum

Securitytothe

status

of

a

core

issue

within

national

strategies

and

cybersecurity

frameworks.Theysuccessively

introducedor

updated

nationalquantum

technology

development

strategies,

cybersecurity

acts,

and

related

industrialpolicies:The

United

States

has

advancedthe

National

Quantum

Initiative

ReauthorizationAct,althoughthelegislationiscurrentlystillinthestageof

congressionaldeliberationandhasnotyetcompletedtheformalapproval

process

.The

European

Union

releasedthe

"

Quantum

EuropeStrategy,

"

aimedattransitioningquantumtechnologiesfromthelaboratorytomarket

applications,therebyenhancing

Europe

'sindustrialcompetitivenessandtechnological

sovereignty.China,in

its"15th

Five-Year

Plan,"

has

prioritizedthedevelopmentofquantumtechnology,explicitly

recognizingitas

a

key

neweconomicgrowthdriver.These

policies

notonlydefinetechnological

roadmaps,priorityareas,andsupportmeasuresbutalsoguide

integration

with

market

mechanisms,

collectivelyfosteringa

macro-environment

conducivetotechnologicalR&D,industrialtransformation,andecosystem

development.Standardizationeffortsareacceleratingglobally,gradually

evolvinginto

a

phased

progression

pattern.In

the

field

of

PQC,the

United

States

hascompletedtheformulationofPQCstandardscenteredaroundtheNational

Institute

of

Standards

and

Technology(NIST);the

current

focus

has

shiftedtowardstandard

implementation,system

migration,

and

compliance

application.Policyandstandardizationare

advancingincoordination,withnationalstrategiessteeringthe industry's

strategic

direction.Chapter1

2025Industry

DevelopmentOverview0111UnitedKingdom1

ItemsFrance1

ItemsSouth

Korea4

ItemsSpain1

ItemsUnited

States12

ItemsMeanwhile,

Europe

and

China

remain

in

a

phase

of

continuousadvancement.Led

by

the

European

Telecommunications

Standards

Institute(ETSI)and

national

cryptography

regulatory

authorities

respectively,they

areconsistently

refiningthestandardsystemsforQuantumSecurityand

PQC,

whilepromotingthealignmentbetweenstandards,engineeringpractices,

and

vertical

industry

applications.Figure:NumberofNational-LevelPoliciesReleased

inthe

GlobalQuantum

TechnologySectorin

2025Chapter1

2025Industry

DevelopmentOverviewEuropean

Union2

Itemsic

vTAKVersion

Feb2026Switzerland1

ItemsChina11

ItemsCanada1ItemsFinland2

ItemsChile1

ItemsG72

ItemsGermanyAustraliaJapanItaly12Theyear2025

has

becomea

pivotal

milestonefor

QuantumSecurity

technologyas

ittransitionsfromexperimentalvalidationto

large-scale

application.Systematic

progress

has

beenachievedacrosscoretechnical

pathways,includingengineeringimplementation,standardfinalization,and

integratedapplication.Quantum

Key

Distribution(QKD)continues

to

mature

in

terms

of

networkarchitectureandoperationalmodels,graduallyevolvingfrompoint-to-point

trialstoward

networkedandservice-orientedconfigurations

.

QuantumRandomNumberGenerators(QRNG)haveachievedindustrialbreakthroughsin

chip

integration,generation

rates,and

system

compatibility.Concurrently,

following

the

completion

of

core

standardization

,

Post

-

Quantum

Cryptography(PQC)

isaccelerating

intotheengineeringdeployment

and

industrial

migration

phase,significantlyenhancingthefeasibilityoftheoverall

Quantum

Security

technical

framework.

Figure:DevelopmentofKeyQuantumSecurityTechnologiesin

2025Q

K

DStand

ardi

zedalgori

th

msenter

thepha

s

e

ofind

us

t

ria

lmigration

andc

o

m

p

l

i

a

n

c

ead

a

pt

at

i

ontrans

missio

nThe

technical

architecture

is

attaining

maturity,withsynchronizedprogress

inengineeringimplementationandapplicationcapabilities.S

u

b

s

t

a

n

t

i

a

lp

r

o

g

r

e

s

s

m

a

d

e

i

nch

i

p-scalein

tegra

tion

and

high-speedin

tegra

tionB

r

e

a

kt

h

r

o

u

g

h

s

i

nnet

worke

d

d

eployment

and

spac

e-

to-ground

collabora

ti

ve

transmission

ach

ie

ved.Chapter

1

2025Industry

Development

Overviewl

o

n

g-d

i

s

t

a

n

c

e

,

high-

fideli

t

ylaborator

yN

e

wbreakthroughs

achieved

inicvTAK&QUANTUMCHINA|VersionFeb202602Q

R

N

GP

Q

CQ

T13In

the

field

of

Quantum

Secure

Communication

,

Quantum

KeyDistribution

technology

is

continuously

evolving

across

network

architectures,

operational

mechanisms,andservice

models,

progressivelytransitioning

fromearlypoint-to-pointexperimentalformstowardnetworked,platform-

based,andservice-oriented

paradigms

.

QKD

protocolsare

undergoing

continuousoptimizationinkeymetricssuchas

security

proofs,transmission

distance,

and

secret

key

rates

(SK

R)

.

Various

technical

routes

have

demonstrated

hundred-kilometer-levelfibertransmission

and

stableoperational

capabilities

within

experimental

and

pilot

networks.Concurrently,

the

technical

roadmap

for

satellite-to-ground

QKD

is

becoming

clearer,withengineeringprogressaccumulatinginlightweightpayloads,

high-stability

opticalsystems,andgroundreceptiontechnologies,providing

a

practical

foundationforconstructingquantum

communication

networksacrossterrestrial,space,and

trans-regional

scenarios.Post-QuantumCryptographyhascompleteditsphasedtransitionfrom"algorithmstandardization"to"engineeringimplementationandmigration

practice

"as

of2025.

Against

the

backdrop

of

a

defined

core

cryptographicsuite,

industrialfocus

isshiftingtowardalgorithmicexecutionefficiency,

hardware-softwareinteroperability,andsecurityandstabilityperformance

within

real-worldsystems.

Engineering

researchand

industrial

practices

havesignificantly

increased

regardingthe

compatible

deployment

of

algorithmswithexisting

Public

Key

Infrastructure

(PKI),certificatesystem

upgrades,cryptographicagilitydesign,

hardwareacceleration,andside-

channelprotection,markingtheevolutionofPQCfromstandardizedtexttooperational,verifiable

physical

systems.Asquantumcommunicationandcryptographictechnologiesadvancein

parallel

,the

overall

quantum

security

landscape

is

trendi

ng

from

fragmentedcapabilitybuildingtowardasystematized,integrablesecurityarchitecture.Chapter1

2025Industry

DevelopmentOverview14The

i

ntegrated

application

of

qua

ntu

m

secu

rity

wit

h

existi

ng

c

ry

ptog

ra

p

h

ic

i

nf

rast

r

uct

u

re

has

beco

me

a

c

r

it

ica

l

d

i

rect

io

n

fo

r

commercialization.Academiaandindustryareexploringthecollaborative

utilizationofQKDand

PQC,

introducing

hybridsecurity

architectures

into

network,

identity,

and

Key

Management

Systems

(KMS)

to

leverage

complementarytechnicalstrengths

.

On

one

hand,

PQC

provides

rapidlydeployable

foundational

security

for

large-scale

information

systems;on

theother,QKD

offers

physical-layer

enhanced

protection

for

critical

links

in

high-

security

scenarios

.Through

layered

deployment

and

differentiated

application,suchintegratedarchitecturesareprovidingmoreengineering-

feasible

quantum

security

solutions

for

sectors

such

as

finance,government

affairs,and

critical

infrastructure.Chapter1

2025Industry

DevelopmentOverview15In2025,thecollaboration

levelwithintheQuantum

Security

industry

chainfurther

enhanced,with

industrial

development

placing

greater

emphasisonthecoordinatedadvancement

between

core

components,

systemintegration,andverticalapplications.Thelinkagesbetweenvarious

segmentshavestabilized,providingmatureindustrialsupportforintegratingquantum

security

technologies

into

existing

digital

infrastructure.Inthe

upstream

segment,

key

components

such

as

Single-PhotonDetectors(SPDs),Quantum

Random

NumberGenerators(QRNGs),and

Post-

Quantum

Cryptography

(

P

QC)

related

chips

have

seen

continuous

improvements

in

performance

stability,

integration

levels,

and

supply

capacity,withsome

products

reachingthestageof

large-scale

delivery.

Theseadvancements

provide

a

more

reliable

hardwarefoundationfor

midstreamequipmentandsystemvendors,whilesimultaneously

reducing

deployment

costs

and

improvingthe

accessibility

of

quantum

securitysolutions.In

the

midstream

segment

,

system

integrator

s

and

equipment

manufacturersareprioritizingproductversatilityandconfigurability.Through

modulardesignand

platform-basedsolutions,they

have

enhancedthe

adaptability

of

quantum

security

systems

across

diverse

network

andbusiness

environments.This

shift

facilitates

the

transition

of

quantum

security

solutionsfromcustomized

projectsto

reproducibleandscalable

productforms.Industrial

chain

synergy

is

accelerati

ng,facilitatingtheintegrationofQuantum

Security

into

existing

digital

infrastructure.Chapter1

2025Industry

DevelopmentOverview0316Regarding

industrialcollaboration,

partnerships

between

quantumsecurity

enterprises

andtelecommunications,

cloud

computing,

and

industrial

ITvendors

have

become

normalized

.

Multiple

parties

are

synergisticallyadvancingtechnicalvalidationandengineeringtestsfocused

on

PQC

hardware

implementation,quantum

secure

network

verification,and

communica