中東の防衛市場における競合情勢の概要（2022年）

中東の防衛市場は、地域的・国際的な地政学的プロセスと、地域内の国々の国家安全保障ニーズの変化の両方によって、変革の真っ只中にあります。中でも、イラン軍の新たな課題が激化しており、あらゆる軍事クラスターでの対応が求められています。

当レポートでは、中東の防衛市場について調査し、市場動向や成長機会分析、この地域（GCC諸国およびイスラエル）で活動する国内外の主要防衛コングロマリット10社と、米国・欧州の主要OEMのポートフォリオ概要を提供しています。

目次

戦略的必須事項

• 成長がますます困難になっているのはなぜですか？
• The Strategic Imperative 8（TM）
• 中東の防衛産業に対する上位3つの戦略的要請の影響
• 成長機会がGrowth Pipeline Engine（TM）を促進

最初に知っておくべきこと

• 最初に知っておくべきこと
• 動向
• 課題
• 中東防衛市場への地政学的影響
• 中東防衛市場を牽引する動向

成長機会分析

• 国防予算の見通し
• 成長促進要因
• 成長抑制要因

市場範囲

• 市場セグメンテーション
• 中東防衛市場の主要な競合

世界および地域の主要な防衛OEM

• 中東防衛市場：Lockheed Martin（2022年～2025年）
• 中東防衛市場：Raytheon Technologies（2022年～2025年）
• 中東防衛市場：SAAB（2022年～2025年）
• 中東防衛市場：Thales Group （2022年～2025年）
• 中東防衛市場：IAI（2022年～2025年）
• 中東防衛市場：ELBIT SYSTEMS（2022年～2025年）
• 中東防衛市場：EDGE Group（2022年～2025年）
• 中東防衛市場、SAMI（2022年～2025年）
• GCCの現地防衛コングロマリットの現在の能力（2022年）

成長機会領域

• 成長機会1：UAEのEDGEが中東防衛市場でA&Dの機会を拡大
• 成長機会2：中東防衛市場でA&Dの機会を拡大するサウジアラビアのSAMI Defense OEM
• 成長機会3：戦争により深刻な影響を受けたロシアの防衛産業が新たなビジネスの可能性を創出
• 成長機会4：近未来のビジネスチャンスを形作る地域防衛規制

付録

Strategic Partnering to Transform Indigenous Defense Industries

The Middle East defense market is in the midst of a transformation driven both by regional and international geostrategic processes and by the changing national security needs of the countries in the region. Among these is the intensification of the Iranian military's emerging challenges, which requires a response in all military clusters.

The main trends shaping the market include a need for a multi-dimensional and multi-disciplinary concept of operations (ConOps) for the use of military force (with an emphasis on deepening digitization and AI and C4ISR capabilities). Additionally, US-Saudi tensions accelerate localization trends and offset processes in domestic markets, which is impacting and enforcing business model adjustments on behalf of competitors in the market. All this is occurring alongside a controlled but stable increase in the regional defense budget.

This report provides an overview of the portfolio of ten leading local and international defense conglomerates acting within the region (both among the GCC countries and in Israel) alongside other leading OEMs from the United States and Europe.

This report is based on primary and secondary research and focuses on the current key transactions of leading regional defense vendors. It also points out the emerging opportunities in the market concerning regional competitive trends and the changing competitive landscape, particularly in light of the Russian defense industry's decreasing regional reputation in light of the Russo-Ukrainian war and the market impact of the historic Abraham Accords.

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 Middle East Defense Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™

What You Need to Know First

• What You Need to Know First
• Trends
• Challenges
• Geostrategic Impacts on the Middle East Defense Market
• Middle East Defense Market-leading Trends

Growth Opportunity Analysis

• Defense Budget Forecast
• Growth Drivers
• Growth Restraints

Market Scope

• Market Segmentation
• Key Competitors in the Middle East Defense Market

Leading Global & Regional Defense OEMs

• Middle East Defense Market, Lockheed Martin, 2022-2025
• Middle East Defense Market, Raytheon Technologies, 2022-2025
• Middle East Defense Market, SAAB, 2022-2025
• Middle East Defense Market, Thales Group, 2022-2025
• Middle East Defense Market, IAI, 2022-2025
• Middle East Defense Market, ELBIT SYSTEMS, 2022-2025
• Middle East Defense Market, EDGE Group, 2022-2025
• Middle East Defense Market, SAMI, 2022-2025
• GCC Indigenous Defense Conglomerates Current Capabilities, 2022

Growth Opportunity Universe

• Growth Opportunity 1-UAE EDGE to Expand A&D Opportunities in the ME Defense Market
• Growth Opportunity 1-UAE EDGE to Expand A&D Opportunities in the ME Defense Market (continued)
• Growth Opportunity 2-Saudi SAMI Defense OEM to Expand A&D Opportunities in the ME Defense Market
• Growth Opportunity 2-Saudi SAMI Defense OEM to Expand A&D Opportunities in the ME Defense Market (continued)
• Growth Opportunity 3-Russian Defense Industry Severely Impacted by War Generates New Business Potential
• Growth Opportunity 3-Russian Defense Industry Severely Impacted by War Generates New Business Potential (continued)
• Growth Opportunity 4-Regional Defense Regulation to Shape Near-future Business Opportunities
• Growth Opportunity 4-Regional Defense Regulation to Shape Near-future Business Opportunities (continued)

Appendix

• List of Abbreviations
• List of Exhibits
• Legal Disclaimer