IonQ, Inc.

Government/defense contracts represent ~40% of revenue with significant concentration in AFRL ($75M+ across multiple contracts 2022-2025). Loss of government favor or budget cuts could materially impact revenue.

Equipment

Medium

Heavy reliance on NKT Photonics for laser subsystems creates single-source dependency for critical optical components. Any disruption to NKT's manufacturing could halt production.

Cloud Partner

Medium

Amazon Braket, Azure Quantum, and Google Cloud are the primary distribution channels. Changes in cloud partner priorities or renegotiation of revenue-sharing terms could pressure margins.

Acquisition Integration

High

IonQ has announced/completed multiple major acquisitions ($1.8B SkyWater, ID Quantique, Oxford Ionics, LightSync) in rapid succession. Integration risk and execution risk are elevated.

매출 구성

대상 기업의 매출 구성이 공급망 영향력과 의존도로 이어지는 방식.

Specialized Quantum Computing Hardware

55.0%

$0.0B

Direct hardware sales of quantum processors (Forte Enterprise, AQ64 systems) drive majority of revenue. This segment drives upstream demand for laser optics, vacuum systems, RF electronics, and custom semiconductor control electronics.

Quantum Computing Services / Cloud Access

45.0%

$0.0B

Revenue from cloud platform partners (Amazon Braket, Azure Quantum, Google Cloud) and direct API access. Margin structure heavily influenced by cloud infrastructure costs and partnership revenue shares.

Government Contracts (embedded in above)

40.0%

~40% of revenue from government/defense customers including AFRL, DOE, MDA. Indicates high dependency on US government procurement cycles and defense budgets.

Commercial Enterprise Customers (embedded in above)

60.0%

Majority of revenue from commercial enterprises across automotive, aerospace, finance, and healthcare verticals. Growing enterprise adoption signals scaling demand for quantum-ready applications.

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IonQ, Inc.

IONQ 공급망

상류

NKT Photonics

SkyWater Technology

RF Electronics Component Suppliers

Vacuum System Component Suppliers

Applied Materials

Lam Research

KLA Corporation

Hamamatsu Photonics

하류

Amazon Web Services (AWS)

Microsoft Azure

Google Cloud

Hyundai Motor Company

Airbus SE

GE Research

Goldman Sachs

QuantumBasel

View More

대체 기업

Rigetti Computing

D-Wave Quantum

International Business Machines

Alphabet (Google)

NVIDIA

IonQ (self-reference)

지역

United States

Europe (Switzerland, Italy, Korea)