國防導航市場－全球產業規模、佔有率、趨勢、機會及預測（依平台類型、技術、應用、地區及競爭格局分類，2021-2031年）

全球國防導航市場預計將從 2025 年的 2,215.6 億美元成長到 2031 年的 3,194.8 億美元，複合年成長率為 6.29%。

此領域涵蓋專用硬體和軟體，可在空中、陸地、海洋和太空領域提供精確的定位、導航和授時資料。地緣政治不穩定加劇是推動該領域成長的關鍵因素，促使各國對其老舊的軍事裝備進行現代化改造，並採用能夠抵禦電子戰的強大反干擾技術。此外，無人機等自主資產的快速發展也催生了對可靠導引系統的強勁需求，這些系統能夠在衝突地區運行，而無需依賴標準衛星訊號。

儘管需求強勁，但該行業仍面臨嚴峻的供應鏈挑戰，尤其是在採購這些先進子系統所需的關鍵微電子元件方面。即使國防工業整體財務狀況良好，這種物流壓力仍然是一項重大挑戰。例如，歐洲航太與安全國防工業協會 (ASD) 報告稱，到 2024 年，歐洲國防領域的銷售額將成長 13.8%，達到 1,834 億歐元。然而，製造商仍在努力應對零件短缺問題，這引發了人們對關鍵導航技術交付延遲的擔憂，而這些技術對於滿足日益成長的全球需求至關重要。

市場促進因素

地緣政治緊張局勢加劇以及由此導致的全球國防費用成長是防禦性導航領域發展的關鍵促進因素。東歐和中東等地區衝突的不斷升級促使各國將軍事現代化列為優先事項，從而對先進的導引和控制系統進行了大量投資。這些資金投入確保了軍事平台擁有在衝突環境中有效作戰所需的硬體。事實上，斯德哥爾摩國際和平研究所（SIPRI）在2024年4月發布的報告顯示，2023年全球軍費將達到創紀錄的2.443兆美元。這筆資金直接用於採購陸地和海上平台的升級版導航系統，這些系統需要比傳統系統更高的精確度。

無人自主作戰系統的快速採購也催生了對緊湊型導引技術的大規模生產需求，進一步推動了市場成長。這些平台需要持續、高精度的定位資料才能在無人干預的情況下執行任務，因此，能夠抵禦電子干擾的可靠導航模組至關重要。為了體現這一優先事項，美國國防部在2025會計年度預算申請中累計337億美元用於關鍵太空能力建設，其中包括增強定位、導航和授時（PNT）能力的架構。同樣，英國國防部在2024年宣布投資3.25億英鎊向烏克蘭提供超過1萬架無人機，凸顯了這一需求的規模，也顯示了龐大的自主無人機群對可靠導引組件的迫切需求。

市場挑戰

全球國防導航市場成長的主要障礙之一是供應鏈韌性不足，尤其是關鍵微電子元件的採購問題。現代軍用導航系統高度依賴先進的半導體來實現精確定位和抗干擾功能。一旦物流問題導致這些特定元件無法供應，無論製造商的財務狀況或訂單如何，都無法完成複雜導引子系統的組裝。高需求與有限元件供應之間的不匹配造成了生產瓶頸，直接限制了市場規模，並延緩了軍用艦隊的現代化進程。

這些零件短缺的嚴重程度迫使製造商延長前置作業時間，使其難以滿足世界各地國防機構的緊急作戰需求。國際封裝電路理事會（IPC）預測，到2024年，51%的電子產品製造商將面臨材料成本上漲，這顯示高科技產業基礎將持續面臨供不應求和物流摩擦。因此，這些材料限制人為地抑制了實際市場成長，導致該行業實際表現低於其理論潛在成長率，而這種潛在成長率本應受到當前地緣政治不穩定的驅動。

市場趨勢

隨著各國優先考慮抗干擾能力以應對電子戰威脅，向軍用編碼（M碼）GPS訊號架構的過渡正在改變市場格局。這項戰略轉變旨在解決傳統GPS訊號的脆弱性，促使國防機構對機載和地面平台進行改造，配備先進的M碼接收器，以確保在對抗區域的任務連續性。加密架構的過渡得到了大量研發津貼的支持。例如，ExecutiveBiz在2025年7月報道稱，BAE系統公司從美國太空部隊獲得了合約修訂，使其軍用GPS用戶設備專案的累積名義價值達到3.39億美元。

同時，將量子感測技術整合到無需GPS的導航系統中，是一項突破性的進步，即使在衛星通訊受阻的環境中也能保持定位精度。傳統的慣性導航系統會隨著時間推移而累積漂移，而量子感測器則利用原子特性，無需依賴外部參考即可保持精確的時間和位置資料。對於衛星通訊受阻或中斷的戰區中的潛水艇和遠程飛機而言，這項能力至關重要。例如，國防工業雜誌《歐洲國防工業》在2025年8月報道稱，美國國防部國防創新部門已選擇Honeywell作為其量子感測轉型計畫的承包商，以加速量子感測器在替代定位需求中的部署。

目錄

第1章概述

第2章調查方法

第3章執行摘要

第4章：客戶評價

第5章 全球國防導航市場展望

• 市場規模及預測
  • 按金額
• 市佔率及預測
  • 依平台類型（空中平台、海上平台、陸域平台）
  • 依技術分類（光纖陀螺儀導航系統、環形雷射陀螺儀導航系統、機械導航系統、半球共振器陀螺儀導航系統、基於微機械系統的導航系統、其他技術）
  • 依應用領域（船舶、船隻、自主水下航行器、遙控水下航行器）
  • 按地區
  • 按公司（2025 年）
• 市場地圖

6. 北美國防導航市場展望

• 市場規模及預測
• 市佔率及預測
• 北美洲：國家分析
  • 美國
  • 加拿大
  • 墨西哥

7. 歐洲防務導航市場展望

• 市場規模及預測
• 市佔率及預測
• 歐洲：國家分析
  • 德國
  • 法國
  • 英國
  • 義大利
  • 西班牙

8. 亞太地區國防導航市場展望

• 市場規模及預測
• 市佔率及預測
• 亞太地區：國家分析
  • 中國
  • 印度
  • 日本
  • 韓國
  • 澳洲

9. 中東和非洲國防導航市場展望

• 市場規模及預測
• 市佔率及預測
• 中東和非洲：國家分析
  • 沙烏地阿拉伯
  • 阿拉伯聯合大公國
  • 南非

10. 南美洲國防導航市場展望

• 市場規模及預測
• 市佔率及預測
• 南美洲：國家分析
  • 巴西
  • 哥倫比亞
  • 阿根廷

第11章 市場動態

• 促進要素
• 任務

第12章 市場趨勢與發展

• 併購
• 產品發布
• 最新進展

第13章 全球國防導航市場：SWOT分析

第14章 波特五力分析

• 產業競爭
• 新進入者的可能性
• 供應商電力
• 顧客權力
• 替代品的威脅

第15章 競爭格局

• Northrop Grumman Corporation
• Honeywell International Inc.
• L3Harris Technologies, Inc.
• Safran SA
• Thales SA
• Trimble Inc.
• Hottinger BrUel & Kjaer A/S
• VectorNav Technologies, LLC
• Emcore Corporation
• RTX Corporation

第16章 策略建議

第17章：關於研究公司及免責聲明

The Global Defense Navigation Market is projected to expand from USD 221.56 Billion in 2025 to USD 319.48 Billion by 2031, reflecting a Compound Annual Growth Rate (CAGR) of 6.29%. This sector includes specialized hardware and software designed to deliver accurate positioning, navigation, and timing data across air, land, naval, and space domains. Growth is largely fueled by rising geopolitical instability, which is pushing nations to modernize aging military inventories and adopt robust anti-jamming technologies to withstand electronic warfare. Additionally, the rapid increase in autonomous assets, such as unmanned aerial vehicles, creates a strong need for reliable guidance systems capable of operating independently of standard satellite signals in contested areas.

Despite strong demand, the industry confronts significant supply chain hurdles, particularly regarding the sourcing of critical microelectronics needed for these sophisticated subsystems. This logistical pressure remains a major issue even as the broader defense industrial base performs well financially; for instance, the Aerospace, Security and Defence Industries Association of Europe reported that the European defense sector's turnover rose by 13.8% to €183.4 billion in 2024. Nevertheless, manufacturers continue to struggle with component shortages, which threatens to delay the delivery of essential navigation technologies required to satisfy escalating global needs.

Market Driver

Heightened geopolitical tensions and the resulting increase in global defense spending act as the primary engines for the defense navigation sector. As conflicts escalate in regions such as Eastern Europe and the Middle East, nations are prioritizing the modernization of their armed forces, leading to significant investments in advanced guidance and control systems. This fiscal commitment ensures military platforms possess the necessary hardware for effective operation in contested environments; indeed, the Stockholm International Peace Research Institute (SIPRI) reported in April 2024 that global military expenditure hit a record high of $2,443 billion in 2023. This funding directly facilitates the acquisition of upgraded navigation suites for land and naval platforms that demand superior precision compared to legacy systems.

The rapid procurement of unmanned and autonomous combat systems further fuels market growth by generating volume-based demand for compact guidance technologies. These platforms require continuous, high-fidelity positioning data to conduct missions without human input, necessitating resilient navigation modules that can withstand electronic interference. Reflecting this priority, the U.S. Department of Defense's Fiscal Year 2025 Budget Request sought $33.7 billion for vital space capabilities, including architectures meant to bolster resilient positioning, navigation, and timing. Similarly, the scale of this requirement was highlighted in 2024 when the UK Ministry of Defence announced a £325 million investment to supply over 10,000 drones to Ukraine, underscoring the urgent need for reliable guidance components in high-volume autonomous fleets.

Market Challenge

A major hurdle restricting the Global Defense Navigation Market's growth is the ongoing lack of supply chain resilience, specifically concerning the acquisition of essential microelectronics. Contemporary military navigation systems depend heavily on advanced semiconductors to perform precise positioning and anti-jamming operations. When these specific components are inaccessible due to logistical issues, manufacturers are unable to finalize the assembly of complex guidance subsystems, regardless of their financial standing or the volume of pending orders. This disparity between high demand and limited component availability results in production bottlenecks that directly constrain market capitalization and slow the modernization of military fleets.

The severity of these component shortages compels manufacturers to extend lead times, making it difficult to meet the urgent operational needs of global defense forces. According to the IPC, 51% of electronics manufacturers reported increasing material costs in 2024, indicating persistent scarcity and logistical friction within the high-tech industrial base. Consequently, the market's actual growth is artificially suppressed by these material constraints, causing the industry to underperform relative to the theoretical potential that current geopolitical instability would otherwise drive.

Market Trends

The shift toward Military-Code (M-Code) GPS Signal Architecture is transforming the market as nations prioritize jam-resistant capabilities to combat electronic warfare threats. This strategic transition addresses the vulnerabilities of legacy GPS signals, driving defense agencies to retrofit aerial and ground platforms with advanced M-Code compatible receivers that guarantee mission continuity in contested zones. This move toward encrypted architecture is supported by substantial development awards; for example, ExecutiveBiz reported in July 2025 that BAE Systems received a contract modification from the U.S. Space Force, raising the cumulative face value of their Military GPS User Equipment program to $339 million.

Simultaneously, the integration of Quantum Sensing for GPS-Independent Operations marks a technological breakthrough for uncompromised navigation in satellite-denied environments. Unlike traditional inertial systems that accumulate drift over time, quantum sensors use atomic properties to uphold precise timing and positioning data without dependence on external references. This capability is crucial for submarines and long-range aircraft in theaters where satellite access is denied or manipulated. Illustrating this trend, Defence Industry Europe reported in August 2025 that the U.S. Department of Defense's Defense Innovation Unit selected Honeywell for the Transition of Quantum Sensing program to expedite the deployment of these sensors for alternative positioning needs.

Key Market Players

• Northrop Grumman Corporation
• Honeywell International Inc.
• L3Harris Technologies, Inc.
• Safran S.A.
• Thales S.A.
• Trimble Inc.
• Hottinger BrUel & Kjaer A/S
• VectorNav Technologies, LLC
• Emcore Corporation
• RTX Corporation

Report Scope

In this report, the Global Defense Navigation Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:

Defense Navigation Market, By Platform Type

• Airborne Platform
• Naval Platform
• LPlatform

Defense Navigation Market, By Technology

• Fiber Optic Gyro Navigation System
• Ring Laser Gyro Navigation System
• Mechanical Navigation System
• Hemispherical Resonator Gyro Navigation System
• Micromechanical Systems-Based Navigation System
• Other Technologies

Defense Navigation Market, By Application

• Ship
• Boat
• Autonomous Underwater Vehicle
• Remotely Operated Underwater Vehicle

Defense Navigation Market, By Region

• North America
  • United States
  • Canada
  • Mexico
• Europe
  • France
  • United Kingdom
  • Italy
  • Germany
  • Spain
• Asia Pacific
  • China
  • India
  • Japan
  • Australia
  • South Korea
• South America
  • Brazil
  • Argentina
  • Colombia
• Middle East & Africa
  • South Africa
  • Saudi Arabia
  • UAE

Competitive Landscape

Company Profiles: Detailed analysis of the major companies present in the Global Defense Navigation Market.

Available Customizations:

Global Defense Navigation Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report:

Company Information

• Detailed analysis and profiling of additional market players (up to five).

Table of Contents

1. Product Overview

• 1.1. Market Definition
• 1.2. Scope of the Market
  • 1.2.1. Markets Covered
  • 1.2.2. Years Considered for Study
  • 1.2.3. Key Market Segmentations

2. Research Methodology

• 2.1. Objective of the Study
• 2.2. Baseline Methodology
• 2.3. Key Industry Partners
• 2.4. Major Association and Secondary Sources
• 2.5. Forecasting Methodology
• 2.6. Data Triangulation & Validation
• 2.7. Assumptions and Limitations

3. Executive Summary

• 3.1. Overview of the Market
• 3.2. Overview of Key Market Segmentations
• 3.3. Overview of Key Market Players
• 3.4. Overview of Key Regions/Countries
• 3.5. Overview of Market Drivers, Challenges, Trends

4. Voice of Customer

5. Global Defense Navigation Market Outlook

• 5.1. Market Size & Forecast
  • 5.1.1. By Value
• 5.2. Market Share & Forecast
  • 5.2.1. By Platform Type (Airborne Platform, Naval Platform, LPlatform)
  • 5.2.2. By Technology (Fiber Optic Gyro Navigation System, Ring Laser Gyro Navigation System, Mechanical Navigation System, Hemispherical Resonator Gyro Navigation System, Micromechanical Systems-Based Navigation System, Other Technologies)
  • 5.2.3. By Application (Ship, Boat, Autonomous Underwater Vehicle, Remotely Operated Underwater Vehicle)
  • 5.2.4. By Region
  • 5.2.5. By Company (2025)
• 5.3. Market Map

6. North America Defense Navigation Market Outlook

• 6.1. Market Size & Forecast
  • 6.1.1. By Value
• 6.2. Market Share & Forecast
  • 6.2.1. By Platform Type
  • 6.2.2. By Technology
  • 6.2.3. By Application
  • 6.2.4. By Country
• 6.3. North America: Country Analysis
  • 6.3.1. United States Defense Navigation Market Outlook
    • 6.3.1.1. Market Size & Forecast
      • 6.3.1.1.1. By Value
    • 6.3.1.2. Market Share & Forecast
      • 6.3.1.2.1. By Platform Type
      • 6.3.1.2.2. By Technology
      • 6.3.1.2.3. By Application
  • 6.3.2. Canada Defense Navigation Market Outlook
    • 6.3.2.1. Market Size & Forecast
      • 6.3.2.1.1. By Value
    • 6.3.2.2. Market Share & Forecast
      • 6.3.2.2.1. By Platform Type
      • 6.3.2.2.2. By Technology
      • 6.3.2.2.3. By Application
  • 6.3.3. Mexico Defense Navigation Market Outlook
    • 6.3.3.1. Market Size & Forecast
      • 6.3.3.1.1. By Value
    • 6.3.3.2. Market Share & Forecast
      • 6.3.3.2.1. By Platform Type
      • 6.3.3.2.2. By Technology
      • 6.3.3.2.3. By Application

7. Europe Defense Navigation Market Outlook

• 7.1. Market Size & Forecast
  • 7.1.1. By Value
• 7.2. Market Share & Forecast
  • 7.2.1. By Platform Type
  • 7.2.2. By Technology
  • 7.2.3. By Application
  • 7.2.4. By Country
• 7.3. Europe: Country Analysis
  • 7.3.1. Germany Defense Navigation Market Outlook
    • 7.3.1.1. Market Size & Forecast
      • 7.3.1.1.1. By Value
    • 7.3.1.2. Market Share & Forecast
      • 7.3.1.2.1. By Platform Type
      • 7.3.1.2.2. By Technology
      • 7.3.1.2.3. By Application
  • 7.3.2. France Defense Navigation Market Outlook
    • 7.3.2.1. Market Size & Forecast
      • 7.3.2.1.1. By Value
    • 7.3.2.2. Market Share & Forecast
      • 7.3.2.2.1. By Platform Type
      • 7.3.2.2.2. By Technology
      • 7.3.2.2.3. By Application
  • 7.3.3. United Kingdom Defense Navigation Market Outlook
    • 7.3.3.1. Market Size & Forecast
      • 7.3.3.1.1. By Value
    • 7.3.3.2. Market Share & Forecast
      • 7.3.3.2.1. By Platform Type
      • 7.3.3.2.2. By Technology
      • 7.3.3.2.3. By Application
  • 7.3.4. Italy Defense Navigation Market Outlook
    • 7.3.4.1. Market Size & Forecast
      • 7.3.4.1.1. By Value
    • 7.3.4.2. Market Share & Forecast
      • 7.3.4.2.1. By Platform Type
      • 7.3.4.2.2. By Technology
      • 7.3.4.2.3. By Application
  • 7.3.5. Spain Defense Navigation Market Outlook
    • 7.3.5.1. Market Size & Forecast
      • 7.3.5.1.1. By Value
    • 7.3.5.2. Market Share & Forecast
      • 7.3.5.2.1. By Platform Type
      • 7.3.5.2.2. By Technology
      • 7.3.5.2.3. By Application

8. Asia Pacific Defense Navigation Market Outlook

• 8.1. Market Size & Forecast
  • 8.1.1. By Value
• 8.2. Market Share & Forecast
  • 8.2.1. By Platform Type
  • 8.2.2. By Technology
  • 8.2.3. By Application
  • 8.2.4. By Country
• 8.3. Asia Pacific: Country Analysis
  • 8.3.1. China Defense Navigation Market Outlook
    • 8.3.1.1. Market Size & Forecast
      • 8.3.1.1.1. By Value
    • 8.3.1.2. Market Share & Forecast
      • 8.3.1.2.1. By Platform Type
      • 8.3.1.2.2. By Technology
      • 8.3.1.2.3. By Application
  • 8.3.2. India Defense Navigation Market Outlook
    • 8.3.2.1. Market Size & Forecast
      • 8.3.2.1.1. By Value
    • 8.3.2.2. Market Share & Forecast
      • 8.3.2.2.1. By Platform Type
      • 8.3.2.2.2. By Technology
      • 8.3.2.2.3. By Application
  • 8.3.3. Japan Defense Navigation Market Outlook
    • 8.3.3.1. Market Size & Forecast
      • 8.3.3.1.1. By Value
    • 8.3.3.2. Market Share & Forecast
      • 8.3.3.2.1. By Platform Type
      • 8.3.3.2.2. By Technology
      • 8.3.3.2.3. By Application
  • 8.3.4. South Korea Defense Navigation Market Outlook
    • 8.3.4.1. Market Size & Forecast
      • 8.3.4.1.1. By Value
    • 8.3.4.2. Market Share & Forecast
      • 8.3.4.2.1. By Platform Type
      • 8.3.4.2.2. By Technology
      • 8.3.4.2.3. By Application
  • 8.3.5. Australia Defense Navigation Market Outlook
    • 8.3.5.1. Market Size & Forecast
      • 8.3.5.1.1. By Value
    • 8.3.5.2. Market Share & Forecast
      • 8.3.5.2.1. By Platform Type
      • 8.3.5.2.2. By Technology
      • 8.3.5.2.3. By Application

9. Middle East & Africa Defense Navigation Market Outlook

• 9.1. Market Size & Forecast
  • 9.1.1. By Value
• 9.2. Market Share & Forecast
  • 9.2.1. By Platform Type
  • 9.2.2. By Technology
  • 9.2.3. By Application
  • 9.2.4. By Country
• 9.3. Middle East & Africa: Country Analysis
  • 9.3.1. Saudi Arabia Defense Navigation Market Outlook
    • 9.3.1.1. Market Size & Forecast
      • 9.3.1.1.1. By Value
    • 9.3.1.2. Market Share & Forecast
      • 9.3.1.2.1. By Platform Type
      • 9.3.1.2.2. By Technology
      • 9.3.1.2.3. By Application
  • 9.3.2. UAE Defense Navigation Market Outlook
    • 9.3.2.1. Market Size & Forecast
      • 9.3.2.1.1. By Value
    • 9.3.2.2. Market Share & Forecast
      • 9.3.2.2.1. By Platform Type
      • 9.3.2.2.2. By Technology
      • 9.3.2.2.3. By Application
  • 9.3.3. South Africa Defense Navigation Market Outlook
    • 9.3.3.1. Market Size & Forecast
      • 9.3.3.1.1. By Value
    • 9.3.3.2. Market Share & Forecast
      • 9.3.3.2.1. By Platform Type
      • 9.3.3.2.2. By Technology
      • 9.3.3.2.3. By Application

10. South America Defense Navigation Market Outlook

• 10.1. Market Size & Forecast
  • 10.1.1. By Value
• 10.2. Market Share & Forecast
  • 10.2.1. By Platform Type
  • 10.2.2. By Technology
  • 10.2.3. By Application
  • 10.2.4. By Country
• 10.3. South America: Country Analysis
  • 10.3.1. Brazil Defense Navigation Market Outlook
    • 10.3.1.1. Market Size & Forecast
      • 10.3.1.1.1. By Value
    • 10.3.1.2. Market Share & Forecast
      • 10.3.1.2.1. By Platform Type
      • 10.3.1.2.2. By Technology
      • 10.3.1.2.3. By Application
  • 10.3.2. Colombia Defense Navigation Market Outlook
    • 10.3.2.1. Market Size & Forecast
      • 10.3.2.1.1. By Value
    • 10.3.2.2. Market Share & Forecast
      • 10.3.2.2.1. By Platform Type
      • 10.3.2.2.2. By Technology
      • 10.3.2.2.3. By Application
  • 10.3.3. Argentina Defense Navigation Market Outlook
    • 10.3.3.1. Market Size & Forecast
      • 10.3.3.1.1. By Value
    • 10.3.3.2. Market Share & Forecast
      • 10.3.3.2.1. By Platform Type
      • 10.3.3.2.2. By Technology
      • 10.3.3.2.3. By Application

11. Market Dynamics

• 11.1. Drivers
• 11.2. Challenges

12. Market Trends & Developments

• 12.1. Merger & Acquisition (If Any)
• 12.2. Product Launches (If Any)
• 12.3. Recent Developments

13. Global Defense Navigation Market: SWOT Analysis

14. Porter's Five Forces Analysis

• 14.1. Competition in the Industry
• 14.2. Potential of New Entrants
• 14.3. Power of Suppliers
• 14.4. Power of Customers
• 14.5. Threat of Substitute Products

15. Competitive Landscape

• 15.1. Northrop Grumman Corporation
  • 15.1.1. Business Overview
  • 15.1.2. Products & Services
  • 15.1.3. Recent Developments
  • 15.1.4. Key Personnel
  • 15.1.5. SWOT Analysis
• 15.2. Honeywell International Inc.
• 15.3. L3Harris Technologies, Inc.
• 15.4. Safran S.A.
• 15.5. Thales S.A.
• 15.6. Trimble Inc.
• 15.7. Hottinger BrUel & Kjaer A/S
• 15.8. VectorNav Technologies, LLC
• 15.9. Emcore Corporation
• 15.10. RTX Corporation

16. Strategic Recommendations

17. About Us & Disclaimer