自主海軍艦艇市場機會、成長動力、產業趨勢分析及 2025 - 2034 年預測

2024年，全球自主海軍艦艇市場價值為16.5億美元，預計到2034年將以9.6%的複合年成長率成長，達到40.9億美元，這得益於軍事和國防行動對先進海上安全解決方案日益成長的需求。隨著全球海軍將重點轉向降低風險和提高作戰效率，自主艦艇正成為應對現代戰爭挑戰的重要解決方案。這些艦艇無需直接人工控制即可運行，從而顯著減少了在危險環境中的暴露，並提高了任務的一致性。隨著國防預算日益重視技術驅動的戰備能力，人工智慧系統與自動化的整合現已成為維持海上優勢的核心戰略。

全球安全態勢、權力平衡的轉變以及不對稱威脅的崛起加速了對下一代海軍平台的需求。海上作業日益複雜——從擴展的監視任務到爭議水域的快速反應——需要快速、適應性強且可靠的系統。自主船舶透過在關鍵場景下提供持續性能來滿足這一需求，避免人員疲勞或響應延遲。它們能夠與衛星通訊系統、艦載感測器和即時分析整合，使海軍在高風險作業中擁有無與倫比的可視性和控制力。同時，商業航運業也在探索自主船舶能力，以改善物流、降低船員相關成本並增強營運安全性，進而為市場在國防應用之外的進一步發展提供動力。

儘管優勢顯著，挑戰依然存在。地緣政治貿易緊張局勢——尤其是圍繞鋁、鋼和進口零件等關鍵材料的關稅——已經影響了全球供應鏈。這些關稅推高了生產成本，導致零件供應和製造進度中斷。國防機構通常在嚴格的財政約束下運作，被迫延後艦艇部署並縮短創新週期。然而，這些障礙也促使各國制定旨在提高長期韌性的新策略。各國正加大對國內生產能力的投資，以減少對國際供應商的依賴。這種向本地製造的轉變不僅最大限度地減少了供應中斷，也為區域參與者和國防新創公司創造了新的機會。

科技不斷重塑市場格局。人工智慧、機器學習、電腦視覺和邊緣運算的進步，使海上決策更加精準、自主。海軍平台如今能夠在極少的人工監督下進行威脅探測、任務規劃和自主導航。這些改進正在改變國防部隊在對抗和偏遠環境中的作戰方式，在這些環境中，即時態勢感知和快速適應能力是任務成功的關鍵。增強的軟硬體整合也有助於提高可靠性並降低生命週期成本。

2024年，水面艦艇類別引領自主海軍艦艇市場，估值達11.9億美元。這些無人平台正成為世界各地海軍不可或缺的工具，尤其適用於執行沿海巡邏、監視和水雷探測等任務。其模組化設計使其能夠靈活地根據作戰需求，快速從情報收集任務切換到海上威脅探測任務。使用單一艦艇類型執行多項任務的能力，既降低了後勤複雜性，又減少了艦隊規模，這在精益國防結構中正日益成為優先事項。

另一方面，到2034年，全自動海軍艦艇市場預計將以11.6%的複合年成長率成長。這一成長得益於人工智慧、機器視覺和資料分析技術的快速發展，這些技術使艦艇能夠完全自主航行，無需人工干預。這些系統正被廣泛應用於反海盜、邊境偵察和持續水下監​​視等各種領域。憑藉更長的續航時間和更低的船員相關成本，全自動系統正在重塑現代海戰理論。

2024年，美國自主海軍艦艇市場規模達到5.686億美元，這得益於其透過戰略性公私合作在無人海事技術領域的領先地位。聯邦國防預算的大力支持以及先進的科學研究機構，使美國在該領域佔據了競爭優勢。人工智慧整合、水下機器人技術和自主艦隊管理的尖端創新，使得能夠更快地部署用於海上戰術和戰略任務的複雜系統。

市場上的領先公司包括泰雷茲公司、康斯伯格海事公司、BAE系統公司、諾斯羅普·格魯曼公司和洛克希德·馬丁公司。他們的重點仍然是提高船舶自主性、最大限度地降低營運成本以及建立關鍵的戰略合作夥伴關係。投資領域包括人工智慧決策系統、混合動力推進系統、叢集技術和網路安全增強。許多公司也與國防機構和全球海軍密切合作，使其系統符合軍事標準，同時加快部署並保持技術優勢。

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
      • 供應方影響（零件）
        • 價格波動
        • 供應鏈重組
        • 生產成本影響
      • 需求面影響
        • 價格傳導至終端市場
        • 市佔率動態
        • 最終用途響應模式
    • 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
    • 海上安全需求日益成長
    • 人工智慧和機器學習的進步
    • 成本效益和營運節省
    • 日益關注海底戰爭與水雷對抗
  • 產業陷阱與挑戰
    • 監管障礙限制部署速度
    • 高成本阻礙廣泛採用
• 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：依類型，2021-2034

• 主要趨勢
• 水面艦艇
  • 武裝巡邏無人艇
  • 地雷對抗措施
  • 其他
• 水下船舶和車輛

第6章：市場估計與預測：依自主性，2021-2034 年

• 主要趨勢
• 完全自主
• 部分自治

第7章：市場估計與預測：依船舶類別，2021-2034

• 主要趨勢
• 新建
• 改造

第8章：市場估計與預測：依推進類型，2021-2034

• 主要趨勢
• 全電動
• 傳統的
• 混合

第9章：市場估計與預測：按地區，2021-2034

• 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
  • 歐洲其他地區
• 亞太地區
  • 中國
  • 印度
  • 日本
  • 澳洲
  • 韓國
  • 澳新銀行
  • 亞太其他地區
• 拉丁美洲
  • 巴西
  • 墨西哥
  • 阿根廷
  • 拉丁美洲其他地區
• 中東和非洲
  • 沙烏地阿拉伯
  • 南非
  • 阿拉伯聯合大公國
  • MEA 其餘地區

第10章：公司簡介

• L3Harris Technologies, Inc.
• Boeing
• Kongsberg Maritime
• Anduril Industries
• BAE Systems
• Saab
• Elbit Systems Ltd.
• Thales
• Northrop Grumman
• Hanwha Systems Co., Ltd.
• Textron Systems.
• Atlas Elektronik
• Lockheed Martin Corporation
• General Dynamics Mission Systems, Inc.
• Israel Aerospace Industries

The Global Autonomous Naval Vessel Market was valued at USD 1.65 billion in 2024 and is estimated to grow at a CAGR of 9.6% to reach USD 4.09 billion by 2034, driven by rising demand for advanced maritime security solutions across military and defense operations. As global navies shift focus toward risk mitigation and enhanced operational efficiency, autonomous vessels are emerging as a vital solution to modern warfare challenges. These vessels operate without direct human control, which significantly reduces exposure to hazardous environments and improves mission consistency. With national defense budgets increasingly emphasizing technology-driven readiness, the integration of AI-powered systems and automation is now a core strategy for maintaining maritime superiority.

Global security dynamics, shifting power balances, and the rise of asymmetric threats have accelerated the need for next-generation naval platforms. The increasing complexity of maritime operations-from extended surveillance missions to rapid response in contested waters-requires systems that are fast, adaptable, and dependable. Autonomous vessels answer this need by offering continuous performance in critical scenarios without human fatigue or response delay. Their ability to integrate with satellite communication systems, onboard sensors, and real-time analytics gives navies unparalleled visibility and control in high-stakes operations. At the same time, commercial shipping sectors are also exploring autonomous capabilities to improve logistics, reduce crew-related costs, and enhance operational safety, giving the market an additional push beyond defense applications.

While the advantages are significant, challenges remain. Geopolitical trade tensions-particularly around tariffs on key materials such as aluminum, steel, and imported components-have impacted the global supply chain. These tariffs have driven up production costs, causing disruptions in component availability and manufacturing timelines. Defense agencies, often operating under rigid fiscal constraints, have been forced to delay vessel deployments and scale back innovation cycles. Nevertheless, these hurdles have encouraged new strategies aimed at improving long-term resilience. Countries are increasingly investing in domestic production capabilities to reduce reliance on international suppliers. This shift toward local manufacturing is not only minimizing supply disruptions but also creating new opportunities for regional players and defense startups.

Technology continues to reshape the market landscape. Advancements in artificial intelligence, machine learning, computer vision, and edge computing are enabling more precise, autonomous decision-making at sea. Naval platforms are now capable of conducting threat detection, mission planning, and autonomous navigation with minimal human oversight. These improvements are transforming how defense forces operate in contested and remote environments, where real-time situational awareness and rapid adaptability are key to mission success. Enhanced software and hardware integration is also contributing to higher reliability and lower lifecycle costs.

The surface vessel category led the autonomous naval vessel market in 2024 with a valuation of USD 1.19 billion. These uncrewed platforms are becoming indispensable tools for navies around the world, particularly for missions such as coastal patrol, surveillance, and mine detection. Their modular design allows for role flexibility-shifting quickly from intelligence gathering to maritime threat detection depending on the operational need. The ability to perform multiple missions using a single vessel type reduces both logistical complexity and fleet size, which is a growing priority in lean defense structures.

On the other hand, the fully autonomous naval vessels segment is set to grow at a CAGR of 11.6% through 2034. This growth is attributed to rapid developments in AI, machine vision, and data analytics that allow vessels to operate entirely without human intervention. These systems are being deployed across a broad range of applications-from anti-piracy and border reconnaissance to persistent underwater surveillance. With longer operational endurance and lower crew-related costs, fully autonomous systems are reshaping modern maritime warfare doctrines.

In 2024, the U.S. Autonomous Naval Vessel Market reached USD 568.6 million, driven by its leadership in unmanned maritime technologies through strategic public-private collaborations. Strong support from federal defense budgets, along with advanced research institutions, has given the U.S. a competitive edge in the field. Cutting-edge innovation in AI integration, underwater robotics, and autonomous fleet management has enabled faster deployment of sophisticated systems that serve both tactical and strategic missions at sea.

Leading companies in the market include Thales, Kongsberg Maritime, BAE Systems, Northrop Grumman, and Lockheed Martin Corporation. Their focus remains on boosting vessel autonomy, minimizing operating costs, and forging key strategic partnerships. Investment areas include AI-powered decision-making systems, hybrid propulsion, swarm technology, and cybersecurity enhancements. Many of these firms are also collaborating closely with defense agencies and global navies to align their systems with military standards while accelerating deployment and maintaining a technological advantage.

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 360⁰ 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
    • 3.2.1.3 Impact on the industry
      • 3.2.1.3.1 Supply-side impact (components)
        • 3.2.1.3.1.1 Price volatility
        • 3.2.1.3.1.2 Supply chain restructuring
        • 3.2.1.3.1.3 Production cost implications
      • 3.2.1.3.2 Demand-side impact
        • 3.2.1.3.2.1 Price transmission to end markets
        • 3.2.1.3.2.2 Market share dynamics
        • 3.2.1.3.2.3 End use response patterns
    • 3.2.1.4 Key companies impacted
    • 3.2.1.5 Strategic industry responses
      • 3.2.1.5.1 Supply chain reconfiguration
      • 3.2.1.5.2 Pricing and product strategies
      • 3.2.1.5.3 Policy engagement
    • 3.2.1.6 Outlook and future considerations
• 3.3 Industry impact forces
  • 3.3.1 Growth drivers
    • 3.3.1.1 Increasing need for maritime security
    • 3.3.1.2 Advancements in artificial intelligence and machine learning
    • 3.3.1.3 Cost efficiency and operational savings
    • 3.3.1.4 Growing focus on undersea warfare and mine countermeasures
  • 3.3.2 Industry pitfalls and challenges
    • 3.3.2.1 Regulatory hurdles limit deployment speed
    • 3.3.2.2 High costs hinder widespread adoption
• 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 & Forecast, By Type, 2021-2034 (USD Million & Units)

• 5.1 Key trends
• 5.2 Surface vessel
  • 5.2.1 Armed Patrol USVs
  • 5.2.2 Mine countermeasure
  • 5.2.3 Others
• 5.3 Sub-surface vessels and vehicles

Chapter 6 Market Estimates & Forecast, By Autonomy, 2021-2034 (USD Million & Units)

• 6.1 Key trends
• 6.2 Fully autonomous
• 6.3 Partially autonomous

Chapter 7 Market Estimates & Forecast, By Vessel Category, 2021-2034 (USD Million & Units)

• 7.1 Key trends
• 7.2 Newbuild
• 7.3 Retrofit

Chapter 8 Market Estimates & Forecast, By Propulsion Type, 2021-2034 (USD Million & Units)

• 8.1 Key trends
• 8.2 Fully electric
• 8.3 Conventional
• 8.4 Hybrid

Chapter 9 Market Estimates and Forecast, By Region, 2021-2034 (USD Million & Units)

• 9.1 Key trends
• 9.2 North America
  • 9.2.1 U.S.
  • 9.2.2 Canada
• 9.3 Europe
  • 9.3.1 Germany
  • 9.3.2 UK
  • 9.3.3 France
  • 9.3.4 Spain
  • 9.3.5 Italy
  • 9.3.6 Netherlands
  • 9.3.7 Rest of Europe
• 9.4 Asia Pacific
  • 9.4.1 China
  • 9.4.2 India
  • 9.4.3 Japan
  • 9.4.4 Australia
  • 9.4.5 South Korea
  • 9.4.6 ANZ
  • 9.4.7 Rest of Asia Pacific
• 9.5 Latin America
  • 9.5.1 Brazil
  • 9.5.2 Mexico
  • 9.5.3 Argentina
  • 9.5.4 Rest of Latin America
• 9.6 Middle East and Africa
  • 9.6.1 Saudi Arabia
  • 9.6.2 South Africa
  • 9.6.3 UAE
  • 9.6.4 Rest of MEA

Chapter 10 Company Profiles

• 10.1 L3Harris Technologies, Inc.
• 10.2 Boeing
• 10.3 Kongsberg Maritime
• 10.4 Anduril Industries
• 10.5 BAE Systems
• 10.6 Saab
• 10.7 Elbit Systems Ltd.
• 10.8 Thales
• 10.9 Northrop Grumman
• 10.10 Hanwha Systems Co., Ltd.
• 10.11 Textron Systems.
• 10.12 Atlas Elektronik
• 10.13 Lockheed Martin Corporation
• 10.14 General Dynamics Mission Systems, Inc.
• 10.15 Israel Aerospace Industries