紅外線搜尋與追蹤 (IRST) 系統市場機會、成長動力、產業趨勢分析及 2025 - 2034 年預測

2024 年全球紅外線搜尋與追蹤系統市場規模為 65 億美元，預計到 2034 年將以 6.2% 的複合年成長率成長，達到 118 億美元。對先進被動監視系統日益成長的需求是推動這項擴張的關鍵因素之一。與傳統的基於雷達的系統不同，IRST 系統無需主動發射訊號即可隱身探測和監視空中和海上威脅，使其成為下一代國防平台的重要工具。隨著無人駕駛和遙控平台在各種國防行動中的重要性日益提升，IRST 技術的應用正在迅速擴大。將這些系統整合到空中和海軍載具中正在改變現代監視策略，預計在未來幾年仍將是市場發展的主要驅動力。

歷屆政府的貿易政策，尤其是川普時期徵收的關稅，給國防和航太領域帶來了成本壓力。這些額外支出不僅推高了關鍵零件和材料的價格，還擾亂了製造業生態系統。因此，IRST系統製造商正在重新評估其採購和供應鏈模式，尋求更具成本效益和可靠性的採購管道。全球貿易不確定性的普遍環境，使得一些投資者不願投入大規模IRST項目，由此產生的連鎖反應，暫時減緩了某些領域的創新和部署進度。

市場依平台分為機載、海軍、陸基和其他。 2024年，機載市場以42.1%的佔有率領先，預計在整個預測期內將保持領先地位。機載IRST系統的主導地位源自於全球日益重視提高空中戰備和作戰優勢。隨著新威脅的不斷演變，傳統雷達系統面臨越來越大的局限性，尤其是在面對隱形技術時。對靜默追蹤、遠端探測和精確目標捕獲的需求促使國防機構為先進飛機配備最先進的IRST解決方案。

按最終用戶分析，市場可分為軍事和國防以及民用和商用。預計到2034年，民用和商用領域的市場價值將達到42億美元。隨著關鍵基礎設施和公共安全面臨的威脅日益增加，民用領域對被動追蹤解決方案的需求也不斷成長。機場和其他交通樞紐正在擴大探索IRST技術，以探測未經授權的飛行物體並增強空域安全。同時，參與海上作業的行業正在採用這些系統來謹慎地監視高風險區域，利用被動探測能力在不引起注意的情況下提供預警。

從地理上看，美國在北美紅外線追蹤與偵察（IRST）市場佔據重要地位，預計到2034年市場規模將達到43億美元。美國注重戰略國防發展和維持全球優勢，推動了對先進監視系統的需求，尤其是被動紅外線追蹤解決方案。為了因應競爭對手在隱身技術方面的進步，美國優先投資於有人和無人國防平台上的紅外線追蹤與偵察（IRST）系統。將這些技術整合到新一代空戰項目的努力，進一步增強了國內市場前景。

IRST 系統市場競爭異常激烈，既有老牌國防承包商，也有新興科技公司，都在為創新貢獻力量。排名前五的市場領導者佔據了 65% 至 70% 的市場佔有率，他們憑藉在紅外線光學、探測演算法和系統整合方面的深厚專業知識，不斷提升市場競爭力。這些關鍵參與者正在推動下一代技術的發展，以增強目標捕獲、追蹤精度和態勢感知能力。為了保持領先地位，許多公司正在國防供應鏈內建立戰略合作夥伴關係，整合資源，以加速先進 IRST 能力的開發和部署。

目錄

第1章：方法論與範圍

第2章：執行摘要

第3章：行業洞察

• 產業生態系統分析
• 川普政府關稅分析
  • 對貿易的影響
    • 貿易量中斷
    • 報復措施
  • 對產業的影響
    • 供給側影響（關鍵組成部分）
      • 主要材料價格波動
      • 供應鏈重組
      • 生產成本影響
    • 需求面影響（售價）
      • 價格傳導至終端市場
      • 市佔率動態
      • 消費者反應模式
  • 受影響的主要公司
  • 策略產業反應
    • 供應鏈重組
    • 定價和產品策略
    • 政策參與
  • 展望與未來考慮
• 產業衝擊力
  • 成長動力
    • 應對隱形威脅的被動監視系統需求不斷成長
    • 增加對下一代戰鬥機和海軍現代化項目的投資
    • 紅外線感測器技術和人工智慧驅動的追蹤能力的快速進步
    • 無人機 (UAV) 和海軍艦艇擴大採用 IRST 系統
    • 地緣政治緊張局勢加劇，全球國防預算擴張
  • 產業陷阱與挑戰
    • 先進IRST系統的開發和整合成本高昂
    • 確保在各種天氣和混亂環境下的準確性的技術挑戰
    • 開發和認證成本高
• 成長潛力分析
• 監管格局
• 技術格局
• 未來市場趨勢
• 差距分析
• 波特的分析
• PESTEL分析

第4章：競爭格局

• 介紹
• 公司市佔率分析
• 主要市場參與者的競爭分析
• 競爭定位矩陣
• 策略儀表板

第5章：市場估計與預測：按平台，2021 年至 2034 年

• 主要趨勢
• 空降
  • 軍用機
    • 教練機
    • 戰鬥機
    • 特殊任務飛機
  • 無人機（UAV）
• 海軍
  • 近海巡邏艦（OPV）
  • 驅逐艦
  • 護衛艦
  • 兩棲戰艦
  • 輕巡洋艦
  • 快速攻擊艇（FAC）
  • 巡洋艦
  • 航空母艦
• 土地
• 其他

第6章：市場估計與預測：依最終用途，2021 年至 2034 年

• 主要趨勢
• 民事及商業
• 軍事與國防

第7章：市場估計與預測：按地區，2021 年至 2034 年

• 主要趨勢
• 北美洲
  • 美國
  • 加拿大
• 歐洲
  • 德國
  • 英國
  • 法國
  • 西班牙
  • 義大利
  • 荷蘭
• 亞太地區
  • 中國
  • 印度
  • 澳洲
  • 韓國
  • 日本
• 拉丁美洲
  • 巴西
  • 墨西哥
  • 阿根廷
• 中東和非洲
  • 沙烏地阿拉伯
  • 阿拉伯聯合大公國
  • 南非

第8章：公司簡介

• Aselsan AS
• Grupo Oesia
• Hanwha Systems Co., Ltd.
• HGH Systemes Infrarouges
• Leonardo SPA
• Lockheed Martin Corporation
• Northrop Grumman Corporation
• Rheinmetall AG
• Safran SA
• Thales Group
• Tonbo Imaging Private Limited

The Global Infrared Search and Track System Market was valued at USD 6.5 billion in 2024 and is estimated to grow at a CAGR of 6.2% to reach USD 11.8 billion by 2034. The increasing need for advanced passive surveillance systems is one of the key elements fueling this expansion. Unlike traditional radar-based systems, IRST systems enable stealthy detection and monitoring of aerial and maritime threats without actively emitting signals, making them an essential tool for next-generation defense platforms. With the rising significance of unmanned and remotely piloted platforms across various defense operations, the adoption of IRST technology is expanding rapidly. Integration of these systems into both aerial and naval vehicles is transforming modern surveillance strategies and is expected to remain a key driver of market momentum in the coming years.

Trade policies from previous administrations, particularly the tariffs imposed during the Trump era, have introduced cost pressures across the defense and aerospace sectors. These added expenses have not only increased the prices of critical components and materials but have also disrupted the manufacturing ecosystem. As a result, IRST system manufacturers are reevaluating their procurement and supply chain models, seeking more cost-effective and reliable sourcing channels. The broader environment of global trade uncertainty has made some investors hesitant to commit to large-scale IRST initiatives, creating a ripple effect that temporarily slows innovation and deployment timelines in certain segments.

The market is categorized by platform into airborne, naval, land, and others. In 2024, the airborne segment led the market with a 42.1% share and is projected to maintain its lead throughout the forecast period. The dominance of airborne IRST systems stems from the increasing global focus on enhancing aerial combat readiness and operational superiority. As new threats evolve, traditional radar systems are facing growing limitations, particularly against stealth technologies. The need for silent tracking, long-range detection, and precise target acquisition is prompting defense agencies to equip advanced aircraft with state-of-the-art IRST solutions.

When analyzed by end-user, the market is divided into military and defense and civil and commercial applications. The civil and commercial segment is expected to attain a market value of USD 4.2 billion by 2034. As threats to critical infrastructure and public safety grow, demand is rising for passive tracking solutions in civilian sectors. Airports and other transportation hubs are increasingly exploring IRST technologies to detect unauthorized flying objects and enhance airspace security. At the same time, industries involved in maritime operations are adopting these systems to monitor high-risk regions discreetly, leveraging passive detection capabilities that can provide early warnings without drawing attention.

Geographically, the United States holds a significant position in the North America IRST market and is forecast to achieve a market size of USD 4.3 billion by 2034. The country's focus on strategic defense development and maintaining global superiority has pushed demand for advanced surveillance systems, especially passive infrared tracking solutions. In response to advancements in stealth technologies by competing nations, the U.S. is prioritizing investment in IRST systems across both manned and unmanned defense platforms. The push to integrate these technologies into new-generation air combat programs is further strengthening the domestic market outlook.

The IRST system market is notably competitive, with a mix of established defense contractors and emerging technology firms contributing to innovation. The top five market leaders-holding between 65% to 70% of the total share-are leveraging deep expertise in infrared optics, detection algorithms, and systems integration. These key players are driving next-generation developments that enhance target acquisition, tracking accuracy, and situational awareness. To stay ahead, many companies are forming strategic partnerships within the defense supply chain, pooling resources to accelerate the development and deployment of advanced IRST capabilities.

Table of Contents

Chapter 1 Methodology and Scope

• 1.1 Market scope and definitions
• 1.2 Research design
  • 1.2.1 Research Approach
  • 1.2.2 Data collection methods
• 1.3 Base estimates and calculations
  • 1.3.1 Base year calculation
  • 1.3.2 Key trends for market estimation
• 1.4 Forecast model
• 1.5 Primary research and validation
  • 1.5.1 Primary sources
  • 1.5.2 Data mining sources

Chapter 2 Executive Summary

• 2.1 Industry 360° synopsis

Chapter 3 Industry Insights

• 3.1 Industry ecosystem analysis
• 3.2 Trump administration tariffs analysis
  • 3.2.1 Impact on trade
    • 3.2.1.1 Trade volume disruptions
    • 3.2.1.2 Retaliatory measures
  • 3.2.2 Impact on the industry
    • 3.2.2.1 Supply-side impact (key components)
      • 3.2.2.1.1 Price volatility in key materials
      • 3.2.2.1.2 Supply chain restructuring
      • 3.2.2.1.3 Production cost implications
    • 3.2.2.2 Demand-side impact (selling price)
      • 3.2.2.2.1 Price transmission to end markets
      • 3.2.2.2.2 Market share dynamics
      • 3.2.2.2.3 Consumer response patterns
  • 3.2.3 Key companies impacted
  • 3.2.4 Strategic industry responses
    • 3.2.4.1 Supply chain reconfiguration
    • 3.2.4.2 Pricing and product strategies
    • 3.2.4.3 Policy engagement
  • 3.2.5 Outlook and future considerations
• 3.3 Industry impact forces
  • 3.3.1 Growth drivers
    • 3.3.1.1 Rising demand for passive surveillance systems to counter stealth threats
    • 3.3.1.2 Increasing investments in next-generation fighter aircraft and naval modernization programs
    • 3.3.1.3 Rapid advancements in infrared sensor technology and AI-driven tracking capabilities
    • 3.3.1.4 Growing adoption of IRST systems across unmanned aerial vehicles (UAVs) and naval vessels
    • 3.3.1.5 Expansion of defense budgets globally amid heightened geopolitical tensions
  • 3.3.2 Industry pitfalls and challenges
    • 3.3.2.1 High development and integration costs associated with advanced IRST systems
    • 3.3.2.2 Technical challenges in ensuring accuracy across diverse weather and cluttered environments
    • 3.3.2.3 High development and certification costs
• 3.4 Growth potential analysis
• 3.5 Regulatory landscape
• 3.6 Technology landscape
• 3.7 Future market trends
• 3.8 Gap analysis
• 3.9 Porter's analysis
• 3.10 PESTEL analysis

Chapter 4 Competitive Landscape, 2024

• 4.1 Introduction
• 4.2 Company market share analysis
• 4.3 Competitive analysis of major market players
• 4.4 Competitive positioning matrix
• 4.5 Strategy dashboard

Chapter 5 Market Estimates and Forecast, By Platform, 2021 – 2034 ($ Mn)

• 5.1 Key trends
• 5.2 Airborne
  • 5.2.1 Military aircraft
    • 5.2.1.1 Trainer aircraft
    • 5.2.1.2 Combat aircraft
    • 5.2.1.3 Special mission aircraft
  • 5.2.2 Unmanned aerial vehicle (UAV)
• 5.3 Naval
  • 5.3.1 Offshore patrol vessel (OPV)
  • 5.3.2 Destroyers
  • 5.3.3 Frigates
  • 5.3.4 Amphibious warships
  • 5.3.5 Corvettes
  • 5.3.6 Fast attack craft (FAC)
  • 5.3.7 Cruisers
  • 5.3.8 Aircraft carriers
• 5.4 Land
• 5.5 Others

Chapter 6 Market Estimates and Forecast, By End Use, 2021 – 2034 ($ Mn)

• 6.1 Key trends
• 6.2 Civil & commercial
• 6.3 Military & defense

Chapter 7 Market Estimates and Forecast, By Region, 2021 – 2034 ($ Mn)

• 7.1 Key trends
• 7.2 North America
  • 7.2.1 U.S.
  • 7.2.2 Canada
• 7.3 Europe
  • 7.3.1 Germany
  • 7.3.2 UK
  • 7.3.3 France
  • 7.3.4 Spain
  • 7.3.5 Italy
  • 7.3.6 Netherlands
• 7.4 Asia Pacific
  • 7.4.1 China
  • 7.4.2 India
  • 7.4.3 Australia
  • 7.4.4 South Korea
  • 7.4.5 Japan
• 7.5 Latin America
  • 7.5.1 Brazil
  • 7.5.2 Mexico
  • 7.5.3 Argentina
• 7.6 Middle East and Africa
  • 7.6.1 Saudi Arabia
  • 7.6.2 U.A.E.
  • 7.6.3 South Africa

Chapter 8 Company Profiles

• 8.1 Aselsan A.S.
• 8.2 Grupo Oesia
• 8.3 Hanwha Systems Co., Ltd.
• 8.4 HGH Systemes Infrarouges
• 8.5 Leonardo S.P.A.
• 8.6 Lockheed Martin Corporation
• 8.7 Northrop Grumman Corporation
• 8.8 Rheinmetall AG
• 8.9 Safran S.A.
• 8.10 Thales Group
• 8.11 Tonbo Imaging Private Limited