Emerging Technology Market Intelligence Blog

Post-Quantum Cryptography Market Report, Trends, & Forecast [2023-2034]

Written by BIS Research | Nov 22, 2024 10:59:05 AM

The post-quantum cryptography market was valued at $356.4 million in 2023 and is expected to grow at a CAGR of 41.47%, reaching $17,696.4 million by 2034. The market is driven by the rising need to secure digital infrastructure against quantum computing threats, leading to advancements in cryptographic algorithms. With the rise of quantum computing, a seismic shift in cybersecurity is underway. Quantum computers promise to solve complex calculations at unprecedented speeds, posing significant threats to traditional encryption methods. As quantum computing technology matures, the need for new cryptographic solutions—known as post-quantum cryptography (PQC)—is becoming urgent.

Introduction of Post-Quantum Cryptography

The study conducted by BIS Research defines post-quantum cryptography as the development of encryption techniques designed to resist threats posed by quantum computing. Post-quantum cryptography focuses on creating algorithms capable of securing digital data even against quantum attacks, which have the potential to break traditional cryptographic systems. This field is critical for protecting sensitive information in areas such as finance, healthcare, and national security. By leveraging new cryptographic algorithms, advanced mathematical theories, and continuous R&D efforts, post-quantum cryptography offers enhanced resilience for digital infrastructure, enabling organizations to safeguard their data and communications against the future risks of quantum-powered decryption.

Quantum computers leverage the principles of quantum mechanics, such as superposition and entanglement, to perform calculations beyond the reach of classical computers. This power enables quantum computers to break widely-used encryption standards, like RSA and ECC (Elliptic Curve Cryptography), which are foundational to internet security today. Without new cryptographic techniques, everything from personal data to national security could be at risk.

Post-quantum cryptography is the solution to this threat. It involves developing new cryptographic algorithms that are resilient to attacks by quantum computers. The global post-quantum cryptography market is emerging quickly, with stakeholders across industries preparing to integrate these solutions.

Key Drivers of the PQC Market

Quantum Computing Advancements

Quantum computing is progressing rapidly, with tech giants like Google, IBM, and startups like Rigetti pushing the boundaries. As quantum computing moves closer to achieving "quantum supremacy," the urgency for robust PQC solutions grows. This rising threat fuels investments in PQC R&D, creating a booming market.

Government Regulations and Initiatives

Governments worldwide are recognizing the quantum threat. For instance, the U.S. National Institute of Standards and Technology (NIST) is in the process of standardizing quantum-resistant cryptographic algorithms. Such governmental mandates increase demand for PQC solutions across sectors like finance, defense, and healthcare, where data security is critical.

High-Stakes Industries Demand

Sectors like finance, healthcare, energy, and national defense hold sensitive information and are prime targets for cyberattacks. These industries are increasingly investing in post-quantum solutions, given the potential fallout of compromised data. As a result, the PQC market is poised for steady growth, especially in high-stakes industries.

Growing Awareness of Long-Term Data Security Risks

Hackers can intercept and store encrypted data today with the intention of decrypting it once quantum computers become powerful enough. This “store now, decrypt later” risk is pushing organizations to adopt PQC sooner rather than later. As organizations start considering long-term data security, they are turning to post-quantum cryptography to future-proof their systems.

Global Post -Quantum Cryptography Market (by Region) , $Million, 2023, 2028, and 2034

North America Region to Dominate the Global Post-Quantum Cryptography Market (by Region)

North America is leading the post-quantum cryptography (PQC) market due to several key factors, including substantial government backing, corporate investment, and early adoption of quantum technologies. The U.S. government, through agencies such as the National Institute of Standards and Technology (NIST), has been at the forefront of PQC standardization. NIST's PQC competition has driven global research and development, establishing the U.S. as a leader in quantum-safe algorithms that can resist future quantum threats. Additionally, strong regulatory frameworks and initiatives such as CISA’s Quantum Readiness program ensure that critical infrastructure and government systems transition to quantum-safe encryption well ahead of time. Furthermore, North American tech giants such as IBM, Google, Microsoft, and Intel are heavily investing in the research and commercialization of PQC technologies. These companies not only contribute to NIST's standardization process but also deploy quantum-safe cryptography solutions in their cloud services, telecommunication systems, and enterprise security offerings. The region's well-established tech ecosystem, coupled with venture capital investments, provides fertile ground for PQC innovation and adoption

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Growth Potential

Network Security Segment to Dominate the Post-Quantum Cryptography Market (by Security Application)

In the post-quantum cryptography market, network security remains the leading application, driven by the urgent need to protect critical infrastructure from evolving cyber threats, including those posed by quantum computing. Post-quantum cryptography is essential for securing network communications, as quantum-resistant encryption can safeguard sensitive data across sectors. 

Government and Defense to Dominate the Post-Quantum Cryptography Market (by End-Use Industry)

In the post-quantum cryptography market, the government and defense sector has been leading the market due to its critical need for secure communications and data protection against quantum threats.

Recent Developments in the Post-Quantum Cryptography Market

  •   In August 2024, the U.S. National Institute of Standards and Technology (NIST) officially published its first three post-quantum cryptography standards. Among these, two algorithms, i.e., ML-KEM (originally CRYSTALS-Kyber) and ML-DSA (originally CRYSTALS-Dilithium), were developed by IBM researchers in collaboration with industry and academic partners. Furthermore, a third algorithm, SLH-DSA (formerly SPHINCS+), was co-developed by a researcher who later joined IBM.
  •   In February 2024, ETAS introduced ESCRYPT CycurHSM 3.x, the latest version of its cybersecurity firmware designed to protect modern E/E architectures in vehicles against cyberattacks and unauthorized access. This software stack for hardware security modules (HSMs) on automotive microcontrollers supports hardware acceleration and virtualization via hypervisor, addressing the growing cybersecurity requirements of future software-defined vehicles. 

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Challenges to PQC Adoption

While the PQC market is growing, it faces several challenges:

Algorithm Standardization

As of now, there is no universal standard for PQC algorithms, though NIST is expected to finalize its recommendations soon. Until these standards are set, organizations may be hesitant to adopt PQC widely.

Integration Complexity

Replacing existing encryption protocols with post-quantum alternatives is a complex process that involves significant changes in software, hardware, and network infrastructure.

Cost of Implementation

Transitioning to PQC solutions requires substantial investment. Small and medium-sized businesses (SMBs) may find it challenging to afford PQC solutions, leading to slower adoption in certain segments of the market.

Key Market Players and Competition Synopsis

The companies profiled in the post-quantum cryptography market have been selected based on inputs gathered from primary experts and analyzing company coverage, product portfolio, and post-quantum cryptography market penetration.

Some of the prominent names in post-quantum cryptography market are:

  •   IBM
  •   ID Quantique
  •   ETAS
  •   Infineon Technologies AG
  •   PQShield Ltd
  •   Qrypt
  •   QuintessenceLabs

Conclusion

The post-quantum cryptography market represents both a response to a significant threat and a major opportunity for growth in cybersecurity. As quantum computing continues its rapid development, the demand for PQC will only increase, making it one of the most critical markets to watch in the coming years. The race to quantum resilience is on, and those who act now will be best prepared for the future.