IonQ Predicts Quantum Computer Market Will Split Into Design and Manufacturing

Global quantum computing company IonQ predicted that the quantum computer market will soon be divided into design and manufacturing, mirroring the semiconductor industry.

Scott Millard, CBO of IonQ, noted that Korea possesses the world’s best capabilities in semiconductors, precision manufacturing, and electronics, making it an attractive partner with a solid supply chain and research ecosystem.

In September, IonQ selected SDT as a strategic manufacturing partner to build a dedicated manufacturing facility in Gumi. This marks the first time IonQ has operated a manufacturing facility outside the United States mainland.

The quantum memory modules to be produced by SDT require a wide range of supply chains, including cryogenic technology and magnetic field technology. Millard stated that IonQ chose a leading manufacturer like Korea to improve supply chain resilience, delivery dates, and performance.

To further increase its own manufacturing capabilities and handle upcoming supply chain variables, IonQ acquired American semiconductor foundry company Skywater Technology in July. Millard described the acquisition of Skywater and the cooperation with SDT as complementary strategies, with the U.S. facility securing stable manufacturing capabilities while the SDT partnership focuses on entering overseas markets.

While quantum computers have not yet converged to a single standard and are divided into types such as superconducting, ion trap, and neutral atom, standardization is expected to progress rapidly in areas like testing, interfaces, and quality control. Analysts suggest that Korea’s history of occupying more than 60% of the standardized memory market could be repeated in the quantum computer sector as professional manufacturing partners resolve delivery bottlenecks.