全球國防作戰雲端市場成長機會

將商業技術應用於軍事標準可實現變革性成長

軍方正在轉向雲端運算，以便在整合安全平台上託管數位資產，促進跨職能協作並有效管理安全風險。在本研究中，Frost & Sullivan 考察了當前的市場趨勢，識別了領先的雲端服務供應商和值得關注的公司，並提供了相關計劃和合約的見解。本研究也分析了雲端在區域軍事格局中的作用以及將激發產業創新的技術趨勢。

由於大多數雲端作戰系統都是商用的，因此直接從目標商標產品製造商採購，而不是從頭開始開發，可以讓國防部更快地獲得和部署它們。美國是精簡軟體採購的國家之一，這點可以從國防部的軟體採購流程看出。然而，遷移到雲端託管的成本很高，需要在硬體、軟體和安全資料中心方面進行投資，以及進行昂貴的資料遷移以及與舊系統的整合。此外，通貨膨脹會隨著時間的推移降低長期合約的實際價值。

三大戰略要務對國防作戰雲端產業的影響

產業融合

地緣政治動盪

競爭加劇

為什麼

• 軍方正在轉向雲端處理，在統一的安全平台上託管數位資產，以促進跨品牌的協作並有效管理安全風險。
• 與「內部部署」資料系統相比，雲端提供了增強的即時連接性和擴充性。
• 戰爭的數位化使得大多數國防部門必須進行重大的資訊技術 (IT) 升級。
• 採用雲端架構是這些現代化努力的關鍵支柱之一，從俄羅斯-烏克蘭戰爭等持續的衝突中吸取了教訓。
• 微軟和谷歌等私人公司經常向國防部提供雲端技術。
• 我們現有的龐大基礎設施，加上我們作為可靠供應商的聲譽，使我們在軍事市場中佔據了強大的地位。

觀點

• 國防部要求商業系統滿足軍事標準和任務要求。
• 這種互動將為軍事物聯網 (MIoT) 中增強的安全通訊協定、DevSecOps*、資料共用和互聯資產帶來成長機會。
• 此類衝突顯示了多領域能力對於統一應對敵人攻擊的重要性。
• 雲在衝突環境（陸地、空中、海上、網路空間和電磁頻譜）中創建通用作戰圖，為指揮官提供整體視圖。
• 軍方採用了一站式模式，允許存取各種民用供應商的雲端平台。
• 這些公司經常與雷神公司和 BAE 系統公司等專注於國防的公司合作，客製化他們的平台以滿足軍事要求。

分析範圍

• 本研究檢視了全球國防作戰雲端市場，並確定了趨勢、市場促進因素和挑戰、市場限制和成長機會。
• 它還重點介紹了主要的市場參與企業、聯合和國家計劃以及相關合約。
• 基準年為2024年，研究期間為2024年至2029年。
• 本研究使用的貨幣是美元。
• 外匯將以2025年3月14日起生效的聯合國外匯為基礎。

限制

• 本研究中使用的外匯可能無法反映研究期間的外匯波動，這可能會影響美元以外貨幣的財務預測和市場估值的準確性。
• 本報告不包括機密計劃，無論國家或地區，因此未報告國防作戰雲端市場的任何部分。
• 該研究使用了來自政府和軍事官方網站、報導機構、官方預算文件的公開訊息，以及透過採訪獲得的業內相關人員的見解。

成長動力

• 一些國家，無論是獨立地還是與其他國家合作地，都擁有長期的軍事雲計劃，這些計劃是國防預算中的優先事項，也是更大規模現代化努力的關鍵組成部分。
• 例如美國聯合作戰雲能力計畫、歐洲國防作戰協作雲和澳洲的 Nexium 國防雲。

軍方一貫強調透過聯合訓練演習確保多領域作戰準備的重要性，因為現實世界的衝突可能需要聯合行動，而不是單獨努力。

• 這些措施依靠雲端處理實現數據共用、指揮、控制和部隊協調，從而推動了對這些技術的需求。
• 鑑於大多數作戰雲端系統都是商業的，直接從 OEM 採購而不是從頭開始開發可以縮短採購週期和部署時間。
• 該國正在推行一個框架，以進一步簡化國防部（DoD）軟體採購流程，其中包括美國國防部（DoD）軟體採購管道。

成長抑制因素

• 從實體資料系統遷移到雲端託管需要對新的硬體、軟體和安全資料中心進行大量投資，從而導致高昂的實施成本。
• 對於國防部來說，資料遷移、標註以及與遺留系統的整合是一個成本高且耗時漫長的過程。通貨膨脹也在其中扮演著重要角色，導致長期合約的有效價值隨著時間的推移而縮水。
• 遵守網路和資料安全法規可能會減緩雲端運算在國防部門的採用，因為這些系統處理敏感訊息，而且公司需要時間來獲得其產品的軍事認證和安全保障。
• 這一點在歐洲尤其重要，因為《一般資料保護規則》等框架對雲端提供者施加了嚴格的標準。
• 某些戰鬥和軍事訓練環境的頻寬和連接性較弱，限制了雲端技術和其他通訊系統的使用和覆蓋範圍。
• 雲依賴透過通訊和戰術性資料鏈進行的射頻通訊，而這些通訊容易受到對手的干擾和網路攻擊，這可能會限制其在這種對抗環境中的使用。

目錄

策略要務

• 為什麼成長變得越來越困難
• 策略要務
• 三大策略要務對國防工業作戰雲的影響

成長機會分析

• 分析範圍
• 成長動力
• 成長抑制因素
• 世界衝突情景
• 市場概況
• 市場趨勢分析
• 區域概況：北美
• 區域概況：亞太地區
• 區域概況：歐洲
• 區域概況：非洲和中東
• 區域概況：拉丁美洲

成長機會

• 成長機會1：作戰雲端數位雙胞胎
• 成長機會二：太空雲
• 成長機會3：彈性戰術網狀雲網路

附錄與後續步驟

Adapting Commercial Technology to Military Standards Drives Transformational Growth

Militaries are turning toward cloud computing for hosting their digital assets in a unified security platform to promote cross-branch collaboration and manage security risks effectively. In this research service, Frost & Sullivan examines current market trends, identifies key cloud service providers and companies to watch, and offers insights into relevant projects and contracts. The analysis also explores the role of cloud in the regional military landscape and technology trends sparking innovation in the industry.

The commercial nature of most cloud combat systems means that sourcing directly from original equipment manufacturers rather than developing from scratch enables faster acquisition and deployment for defense departments. The United States is among the countries streamlining software procurement, as seen in the Department of Defense's Software Acquisition Pathway. However, transitioning to cloud hosting incurs high costs because of investments in hardware, software, and secure data centers, alongside expensive data migration and integration with legacy systems. Inflation also can reduce the real value of long-term contracts over time.

The Impact of the Top 3 Strategic Imperatives on the Combat Cloud for Defense Applications Industry

Industry Convergence

Geopolitical Chaos

Competitive Intensity

Why

• Militaries are turning toward cloud computing for hosting their digital assets in a unified security platform to promote cross-brand collaboration and manage security risks effectively.
• The cloud provides enhanced real-time connectivity and scalability as opposed to "on-prem" data systems.
• The digitalization of warfare gives way for massive information technology (IT) updates in most defense departments.
• The implementation of cloud architectures is one of the key axes in these modernization efforts, as lessons are learned from ongoing conflicts like the Russo-Ukrainian War.
• Commercial companies like Microsoft and Google are frequent providers of cloud technology to defense departments.
• Their existing vast infrastructures, plus their reputation as reliable suppliers, gives them an advantaged market positioning with militaries.

Frost Perspective

• Defense departments require the adaptation on commercial systems to military standards and mission requirements.
• This interaction sparks growth opportunities for enhanced security protocols, DevSecOps*, data sharing, and interconnected assets in the Military Internet of Things (MIoT).
• These conflicts have showcased the importance of multi-domain capabilities to deliver a unified response to enemy attacks.
• The cloud creates a common operational picture across contested environments (land, air, sea, cyberspace, and the electromagnetic spectrum), providing commanders with a holistic view.
• Militaries implement one-stop shop models to gain access to cloud platforms from a wide range of commercial vendors.
• Such companies often partner with defense-focused businesses like Raytheon and BAE Systems to customize their platforms and make them more compliant with military requirements.

Scope of Analysis

• This study explores the global defense combat cloud market, highlighting trends, challenges, drivers, restraints, and growth opportunities.
• The research also points out key market participants, joint and national programs, and relevant contracts.
• The base year is 2024, and the study period ranges from 2024 to 2029.
• The monetary unit used throughout this study is the US dollar (USD).
• The exchange rates used are the United Nations Operational Rates of Exchange from March 14th, 2025.

Limitations

• The exchange rates used for this study may not reflect currency fluctuations over the study period. This could impact the accuracy of financial projections and market valuations in non-USD currencies.
• This report does not include classified programs, whether national or regional, leaving a portion of the defense combat cloud market unreportable.
• This study uses publicly available information from official government and military branches' websites, news outlets, official budget documents, and insights from industry participants obtained through interviews.

Growth Drivers

• Several countries are carrying out long-term military cloud programs on their own or in partnership with other nations. These programs hold high priority within defense budgets and are a key component of larger modernization efforts.
• Some examples are the Joint Warfighter Cloud Capability program from the United States, the European Defense Operational Collaborative Cloud, and Australia's Nexium Defense Cloud.

Militaries consistently emphasize the importance of ensuring readiness for multi-domain combat through joint training exercises, as real-life conflict will most likely require collaborative action instead of separate efforts.

• These initiatives rely on cloud computing for cross-force data sharing, command, control, and coordination, pushing the demand for these technologies.
• Given the commercial nature of most combat cloud systems, sourcing them directly from OEMs instead of developing them from scratch leads to faster acquisition cycles and deployment timelines.
• Some nations push forward frameworks to further streamline software procurement processes for defense departments. This is the case with the US Department of Defense (DoD) Software Acquisition Pathway.

Growth Restraints

• Restraint Transitioning from physical data systems to cloud hosting involves high implementation costs, as it requires significant investment in new hardware, software, and secure data centers.
• Data migration and labeling, plus the integration with legacy systems, can be costly and involve lengthy procedures for defense departments. Inflation plays a role here too, as real long-term contract values constrict over time.
• Compliance with cyber and data security regulations can slow down cloud adoption in defense departments. Since these systems work with sensitive information, companies can take longer to have their products approved for military use to ensure watertight security.
• This aspect is of particular importance in Europe, where frameworks like the General Data Protection Regulation enforce stringent standards for cloud providers.
• Certain combat or military training environments possess weak bandwidth and connectivity, limiting the use and reach of cloud technology and other communication systems.
• Cloud's reliance on RF-based communications via satellite communications or tactical data links, which are prone to jamming and cyberattacks from enemies, can restrict its applications in these contested environments.

Table of Contents

Strategic Imperatives

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the Combat Cloud for Defense Applications Industry

Growth Opportunity Analysis

• Scope of Analysis
• Growth Drivers
• Growth Restraints
• Global Conflict Scenarios
• Market Factsheet
• Market Trend Analysis
• Regional Profile: North America
• Regional Profile: Asia-Pacific
• Regional Profile: Europe
• Regional Profile: Africa and the Middle East
• Regional Profile: Latin America

Growth Opportunity Universe

• Growth Opportunity 1: Combat Cloud Digital Twins
• Growth Opportunity 2: Space Cloud
• Growth Opportunity 3: Resilient Tactical Mesh Cloud Networks

Appendix & Next Steps

• Benefits and Impacts of Growth Opportunities
• Next Steps
• List of Exhibits
• Legal Disclaimer