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市場調查報告書
商品編碼
1959935

國防電子市場-全球產業規模、佔有率、趨勢、機會、預測:按垂直產業、平台、應用、地區和競爭格局分類,2021-2031年

Defense Electronics Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented By Vertical, By Platform, By Application, By Region & Competition, 2021-2031F

出版日期: | 出版商: TechSci Research | 英文 180 Pages | 商品交期: 2-3個工作天內

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簡介目錄

全球國防電子市場預計將從 2025 年的 1,841.2 億美元成長到 2031 年的 2,440.7 億美元,複合年成長率為 4.81%。

該行業涵蓋軍事基礎設施中使用的專用組件和系統,例如航空電子設備、電子戰系統和C4ISR(指揮、控制、通訊、電腦、情報、監視和偵察)。地緣政治日益不穩定以及升級老舊資產以具備整合化、以網路為中心的能力這一戰略需求,是推動該產業發展的動力。美國航太工業協會的報告也印證了這項需求:到2024年,美國航太和國防工業的總產值將超過9,950億美元。

市場概覽
預測期 2027-2031
市場規模:2025年 1841.2億美元
市場規模:2031年 2440.7億美元
複合年成長率:2026-2031年 4.81%
成長最快的細分市場 光電子學
最大的市場 亞太地區

阻礙市場發展的主要障礙是全球供應鏈的脆弱性,尤其是在關鍵半導體供應方面。製造商依賴這些關鍵組件的穩定供應,但貿易爭端和物流中斷會切斷原料的取得。這種供應鏈不穩定會導致生產延誤和成本增加,從而嚴重阻礙國防合約的及時履行和整個產業的成長。

市場促進因素

地緣政治緊張局勢加劇和區域安全威脅是國防電子產業發展的主要驅動力,迫使各國大幅增加軍事開支。隨著各國政府將保護自身主權免受敵對勢力侵害列為優先事項,資金正迅速轉向安全通訊、電子戰和監視系統。這些增加的開支將使國防機構能夠採購高性能電子設備,從而在衝突地區確保優勢。特別是,根據斯德哥爾摩國際和平研究所(SIPRI)2024年4月的情況說明書,全球軍費開支將增加6.8%,達到創紀錄的2.443兆美元,這將直接支持下一代雷達和航空電子設備的研發。

同時,老舊軍事平台的現代化改造和太空防禦的擴展都需要整合專用電子元件。隨著軍事戰略向網路中心戰轉型,需要對研發、測試和評估(RDT&E)進行大量投資,以整合人工智慧和衛星通訊技術。根據美國國防部於2024年3月提交的2025財政年度預算申請,政府累計1,432億美元用於關鍵技術研發的RDT&E。這項現代化進程確保了感測器和處理器製造商的持續收入,RTX公司於2024年1月宣布的1,960億美元創紀錄訂單累積訂單便是明證。

市場挑戰

全球供應鏈不穩定,尤其是關鍵半導體短缺,是全球國防電子市場成長的主要障礙。先進的軍事系統,例如C4ISR系統和航空電子設備,依賴特定的高性能組件,而這些組件的前置作業時間通常很長。當貿易限制或物流中斷導致這些關鍵材料的供應中斷時,製造商會立即面臨生產瓶頸,導致交貨延遲、採購成本增加,並阻礙積壓累積訂單。

這種脆弱性根深蒂固於國防工業基礎。根據美國國防工業協會 (NDIA) 2024 年的一項調查,49% 的私部門受訪者認為「依賴單一來源或供應商」是其供應鏈中最關鍵的弱點。這種對有限來源的過度依賴意味著網路中任何一個環節的故障都可能導致重大國防專案出現大規模延誤。因此,該行業難以維持滿足戰略軍事需求所需的穩定生產水平,導致市場未能充分利用對整合式通訊和電子戰系統日益成長的需求。

市場趨勢

人工智慧 (AI) 和機器學習 (ML) 的融合正在變革國防電子技術,使其能夠自主威脅偵測並加速決策流程。軍方越來越依賴人工智慧驅動的演算法來即時分析大量感測器數據,從而實現快速目標識別和無人系統協調,而無需持續的人工干預。正如一些關鍵採購案例所表明的那樣,這種轉變正從基礎自動化發展到認知處理。根據 ExecutiveGov 2025 年 12 月的一份報告,美國陸軍於 2025 年 5 月核准了一項價值 7.95 億美元的合約修正案,用於擴展其人工智慧驅動的 Maven 智慧系統,以增強協同作戰空間感知能力。

同時,模組化開放系統方法(MOSA)的採用已成為提昇平台間互通性、消除廠商鎖定的關鍵架構標準。透過強制採用通用資料格式和標準化介面,國防機構能夠整合來自不同供應商的組件,從而降低系統升級所需的時間和成本。這項策略有助於新技術快速部署,並確保有效應對不斷演變的威脅。根據美國政府審核局(GAO)2025年1月發布的報告,在審查的20個主要國防採購項目中,有14個已成功應用MOSA原則來最佳化現代化和維護。

目錄

第1章概述

第2章:調查方法

第3章執行摘要

第4章:客戶心聲

第5章:全球國防電子市場展望

  • 市場規模及預測
    • 按金額
  • 市佔率及預測
    • 依行業分類(導航、通訊、顯示設備、C4ISR、電子戰、雷達、光電設備)
    • 基於平台(機載、艦載、陸基、天基)
    • 依應用領域(聲學、航空電子、指揮控制/彈道飛彈、通訊、光電子、雷達、電子戰、其他)
    • 按地區
    • 按公司(2025 年)
  • 市場地圖

第6章:北美國防電子市場展望

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

第7章:歐洲國防電子市場展望

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

第8章:亞太地區國防電子市場展望

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

第9章:中東和非洲國防電子產品市場展望

  • 市場規模及預測
  • 市佔率及預測
  • 中東與非洲:國別分析
    • 沙烏地阿拉伯
    • 阿拉伯聯合大公國
    • 南非

第10章:南美國防電子市場展望

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

第11章 市場動態

  • 促進因素
  • 任務

第12章 市場趨勢與發展

  • 併購
  • 產品發布
  • 近期趨勢

第13章 全球國防電子市場:SWOT分析

第14章:波特五力分析

  • 產業競爭
  • 新進入者的潛力
  • 供應商的議價能力
  • 顧客權力
  • 替代品的威脅

第15章 競爭格局

  • Lockheed Martin Corporation
  • Northrop Grumman Corporation
  • Raytheon Technologies Corporation
  • Thales Group
  • BAE Systems plc
  • General Dynamics Corporation
  • L3harris Technologies, Inc.
  • Honeywell International Inc.
  • Rheinmetall AG
  • Elbit Systems Ltd.

第16章 策略建議

第17章:關於研究公司及免責聲明

簡介目錄
Product Code: 27394

The Global Defense Electronics Market is projected to expand from USD 184.12 Billion in 2025 to USD 244.07 Billion by 2031, registering a CAGR of 4.81%. This sector encompasses specialized components and systems used in military infrastructures, including avionics, electronic warfare, and C4ISR (command, control, communications, computers, intelligence, surveillance, and reconnaissance). The industry is propelled by escalating geopolitical instability and the strategic requirement to upgrade aging assets with integrated, network-centric capabilities, a demand evidenced by the Aerospace Industries Association's report of over $995 billion in total business activity generated by the U.S. aerospace and defense industry in 2024.

Market Overview
Forecast Period2027-2031
Market Size 2025USD 184.12 Billion
Market Size 2031USD 244.07 Billion
CAGR 2026-20314.81%
Fastest Growing SegmentOptronics
Largest MarketAsia Pacific

A major obstacle hindering market progress is the vulnerability of the global supply chain, specifically concerning the availability of essential semiconductors. Manufacturers rely on a steady stream of these critical components, yet trade disputes or logistical interruptions can cut off access to raw materials. Such volatility in the supply chain results in production setbacks and increased expenses, posing a substantial hurdle to the timely execution of defense contracts and the overall growth of the sector.

Market Driver

Rising geopolitical tensions and regional security threats serve as the main drivers for the defense electronics industry, forcing nations to substantially boost military spending. As governments prioritize sovereignty protection against peer adversaries, funds are rapidly directed toward secure communications, electronic warfare, and surveillance systems. This increase in fiscal allocation enables defense agencies to acquire high-performance electronics required for superiority in contested zones; notably, the Stockholm International Peace Research Institute's April 2024 fact sheet reported that global military expenditure climbed by 6.8 percent to a record $2443 billion, directly supporting next-generation radar and avionics development.

Concurrently, the modernization of aging military platforms and the growth of space-based defense necessitate the integration of specialized electronic components. Armed forces are shifting toward network-centric warfare, demanding heavy investment in Research, Development, Test, and Evaluation (RDT&E) to incorporate artificial intelligence and satellite connectivity. According to the U.S. Department of Defense's March 2024 Fiscal Year 2025 Budget Request, the administration sought $143.2 billion for RDT&E to advance critical technologies. This modernization drive ensures ongoing revenue for sensor and processor manufacturers, a scale of demand highlighted by RTX's January 2024 report of a record $196 billion backlog.

Market Challenge

The instability of the global supply chain, particularly regarding the shortage of critical semiconductors, acts as a significant restraint on the Global Defense Electronics Market's growth. Sophisticated military systems, such as C4ISR frameworks and avionics, depend on specific high-performance components that frequently involve extended lead times. When trade restrictions or logistical disruptions cut off access to these vital materials, manufacturers encounter immediate production bottlenecks, leading to delayed deliveries and rising procurement costs that hinder the conversion of order backlogs into revenue.

This vulnerability is deeply entrenched within the defense industrial base. According to the National Defense Industrial Association in 2024, 49 percent of private sector respondents cited reliance on sole-source or single suppliers as their most critical supply chain weakness. This intense dependence on limited sources implies that a failure at any single point in the network can cause widespread delays across major defense programs. Consequently, the industry struggles to maintain the consistent output needed to meet strategic military requirements, preventing the market from fully capitalizing on the growing demand for integrated communication and electronic warfare systems.

Market Trends

The incorporation of Artificial Intelligence and Machine Learning (AI/ML) is transforming defense electronics by facilitating autonomous threat detection and speeding up decision-making processes. Military forces are increasingly depending on AI-driven algorithms to analyze immense volumes of sensor data in real-time, enabling rapid target identification and unmanned system coordination without constant human oversight. This transition moves beyond basic automation to cognitive processing, as evidenced by major procurements; ExecutiveGov's December 2025 report noted that the U.S. Army awarded a $795 million contract modification in May 2025 to expand the AI-enabled Maven Smart System for joint battlespace awareness.

Simultaneously, the adoption of a Modular Open Systems Approach (MOSA) has become a crucial architectural standard designed to improve interoperability across platforms and eliminate vendor lock-in. By enforcing common data formats and standardized interfaces, defense agencies can integrate components from various suppliers, thereby reducing the time and cost associated with system upgrades. This strategy supports the rapid inclusion of new technologies, ensuring effectiveness against evolving threats; according to a January 2025 report by the U.S. Government Accountability Office, 14 of the 20 major defense acquisition programs reviewed had successfully applied MOSA principles to optimize modernization and sustainment.

Key Market Players

  • Lockheed Martin Corporation
  • Northrop Grumman Corporation
  • Raytheon Technologies Corporation
  • Thales Group
  • BAE Systems plc
  • General Dynamics Corporation
  • L3harris Technologies, Inc.
  • Honeywell International Inc.
  • Rheinmetall AG
  • Elbit Systems Ltd.

Report Scope

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

Defense Electronics Market, By Vertical

  • Navigation
  • Communication
  • Display
  • C4ISR
  • Electronic Warfare
  • Radars
  • Optronics

Defense Electronics Market, By Platform

  • Airborne
  • Marine
  • Land
  • Space

Defense Electronics Market, By Application

  • Acoustics
  • Avionics
  • C2/BM
  • Communication
  • Optronics
  • Radar
  • EW
  • Others

Defense Electronics 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 Electronics Market.

Available Customizations:

Global Defense Electronics 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 Electronics Market Outlook

  • 5.1. Market Size & Forecast
    • 5.1.1. By Value
  • 5.2. Market Share & Forecast
    • 5.2.1. By Vertical (Navigation, Communication, Display, C4ISR, Electronic Warfare, Radars, Optronics)
    • 5.2.2. By Platform (Airborne, Marine, Land, Space)
    • 5.2.3. By Application (Acoustics, Avionics, C2/BM, Communication, Optronics, Radar, EW, Others)
    • 5.2.4. By Region
    • 5.2.5. By Company (2025)
  • 5.3. Market Map

6. North America Defense Electronics Market Outlook

  • 6.1. Market Size & Forecast
    • 6.1.1. By Value
  • 6.2. Market Share & Forecast
    • 6.2.1. By Vertical
    • 6.2.2. By Platform
    • 6.2.3. By Application
    • 6.2.4. By Country
  • 6.3. North America: Country Analysis
    • 6.3.1. United States Defense Electronics 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 Vertical
        • 6.3.1.2.2. By Platform
        • 6.3.1.2.3. By Application
    • 6.3.2. Canada Defense Electronics 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 Vertical
        • 6.3.2.2.2. By Platform
        • 6.3.2.2.3. By Application
    • 6.3.3. Mexico Defense Electronics 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 Vertical
        • 6.3.3.2.2. By Platform
        • 6.3.3.2.3. By Application

7. Europe Defense Electronics Market Outlook

  • 7.1. Market Size & Forecast
    • 7.1.1. By Value
  • 7.2. Market Share & Forecast
    • 7.2.1. By Vertical
    • 7.2.2. By Platform
    • 7.2.3. By Application
    • 7.2.4. By Country
  • 7.3. Europe: Country Analysis
    • 7.3.1. Germany Defense Electronics 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 Vertical
        • 7.3.1.2.2. By Platform
        • 7.3.1.2.3. By Application
    • 7.3.2. France Defense Electronics 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 Vertical
        • 7.3.2.2.2. By Platform
        • 7.3.2.2.3. By Application
    • 7.3.3. United Kingdom Defense Electronics 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 Vertical
        • 7.3.3.2.2. By Platform
        • 7.3.3.2.3. By Application
    • 7.3.4. Italy Defense Electronics 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 Vertical
        • 7.3.4.2.2. By Platform
        • 7.3.4.2.3. By Application
    • 7.3.5. Spain Defense Electronics 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 Vertical
        • 7.3.5.2.2. By Platform
        • 7.3.5.2.3. By Application

8. Asia Pacific Defense Electronics Market Outlook

  • 8.1. Market Size & Forecast
    • 8.1.1. By Value
  • 8.2. Market Share & Forecast
    • 8.2.1. By Vertical
    • 8.2.2. By Platform
    • 8.2.3. By Application
    • 8.2.4. By Country
  • 8.3. Asia Pacific: Country Analysis
    • 8.3.1. China Defense Electronics 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 Vertical
        • 8.3.1.2.2. By Platform
        • 8.3.1.2.3. By Application
    • 8.3.2. India Defense Electronics 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 Vertical
        • 8.3.2.2.2. By Platform
        • 8.3.2.2.3. By Application
    • 8.3.3. Japan Defense Electronics 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 Vertical
        • 8.3.3.2.2. By Platform
        • 8.3.3.2.3. By Application
    • 8.3.4. South Korea Defense Electronics 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 Vertical
        • 8.3.4.2.2. By Platform
        • 8.3.4.2.3. By Application
    • 8.3.5. Australia Defense Electronics 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 Vertical
        • 8.3.5.2.2. By Platform
        • 8.3.5.2.3. By Application

9. Middle East & Africa Defense Electronics Market Outlook

  • 9.1. Market Size & Forecast
    • 9.1.1. By Value
  • 9.2. Market Share & Forecast
    • 9.2.1. By Vertical
    • 9.2.2. By Platform
    • 9.2.3. By Application
    • 9.2.4. By Country
  • 9.3. Middle East & Africa: Country Analysis
    • 9.3.1. Saudi Arabia Defense Electronics 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 Vertical
        • 9.3.1.2.2. By Platform
        • 9.3.1.2.3. By Application
    • 9.3.2. UAE Defense Electronics 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 Vertical
        • 9.3.2.2.2. By Platform
        • 9.3.2.2.3. By Application
    • 9.3.3. South Africa Defense Electronics 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 Vertical
        • 9.3.3.2.2. By Platform
        • 9.3.3.2.3. By Application

10. South America Defense Electronics Market Outlook

  • 10.1. Market Size & Forecast
    • 10.1.1. By Value
  • 10.2. Market Share & Forecast
    • 10.2.1. By Vertical
    • 10.2.2. By Platform
    • 10.2.3. By Application
    • 10.2.4. By Country
  • 10.3. South America: Country Analysis
    • 10.3.1. Brazil Defense Electronics 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 Vertical
        • 10.3.1.2.2. By Platform
        • 10.3.1.2.3. By Application
    • 10.3.2. Colombia Defense Electronics 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 Vertical
        • 10.3.2.2.2. By Platform
        • 10.3.2.2.3. By Application
    • 10.3.3. Argentina Defense Electronics 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 Vertical
        • 10.3.3.2.2. By Platform
        • 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 Electronics 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. Lockheed Martin 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. Northrop Grumman Corporation
  • 15.3. Raytheon Technologies Corporation
  • 15.4. Thales Group
  • 15.5. BAE Systems plc
  • 15.6. General Dynamics Corporation
  • 15.7. L3harris Technologies, Inc.
  • 15.8. Honeywell International Inc.
  • 15.9. Rheinmetall AG
  • 15.10. Elbit Systems Ltd.

16. Strategic Recommendations

17. About Us & Disclaimer