米国の防衛向けUMV市場の成長機会、2024年度～2029年度

耐久性の向上と自動化機能が前例のない成長を促進

この調査レポートは、米国の防衛向けUMV市場の概要を提供し、主要成長促進要因・課題・機会に焦点を当てています。世界的な安全保障上の脅威が高まる中、UMVは米国の海軍を強化する上で極めて重要な資産となる可能性を秘めています。海軍の防衛向けUMV技術の高い可能性にもかかわらず、市場はまだ発展途上であり、財政面と技術面の両方で多くの課題に直面しています。このような取り組みに対する政府の資金援助は、大規模な導入前に海上で自律機能を実証する必要があるため、厳しい審査を受けています。とはいえ、米国政府は研究開発（R&D）プロジェクトへの関与を強めており、UMVを軍事作戦に組み込むことへの強いコミットメントを示しています。従来の有人作戦に伴うコストとリスクを最小限に抑えることで、UMVは人員と装備の需要が高いという課題に対する費用対効果の高い代替手段となります。この調査では、現在の市場動向を分析し、注目すべき主要企業を特定し、米国のUMV予算と契約に関する洞察を提供します。さらに、世界の紛争におけるUMVの役割と、現代の戦争におけるUMVの応用の進化についても探ります。

目次

米国の防衛向けUMV市場の成長機会、2024年度～2029年度

• 成長機会：調査範囲
• 分析範囲
• セグメンテーション
• 車両比較
• 戦略的インペラティブ
• なぜ成長が難しくなっているのか？
• The Strategic Imperative 8（TM）
• 防衛向けUMV業界に対する戦略的インペラティブトップ3の影響
• Growth Pipeline Engine（TM）を促進する成長機会

成長機会分析

• 成長指標
• 成長促進要因
• 成長抑制要因
• 地域分析
• 予測に関する考察
• 支出予測と分析
• 市場動向分析
• 市場ファクトシート
• 市場参入企業分析
• 関連するUSVプロジェクトとイニシアティブ：米国の海軍
• 代表的な契約

成長機会ユニバース

• 成長機会1：国境警備用UMV
• 成長機会2：UMV用長時間持続電源システム
• 成長機会3：対UMV技術

次のステップ

• 成長機会のメリットと影響
• 次のステップ
• 資料リスト
• 免責事項

Increased Endurance and Automation Capabilities Drive Unprecedented Growth

This Frost & Sullivan report provides an overview of the defense unmanned maritime vehicles (UMVs) market in the United States, highlighting key growth drivers, challenges, and opportunities. As global security threats rise, UMVs are poised to become crucial assets for strengthening the US Navy. Despite the high potential of UMV technology in naval defense, the market is still nascent and faces several financial and technological challenges. Government funding for these initiatives is subject to strict testing, as autonomous capabilities must be demonstrated at sea before large-scale adoption can occur. Nevertheless, the US government has become increasingly involved in research and development (R&D) projects, showing a strong commitment to integrating UMVs into military operations. By minimizing costs and risks associated with traditional manned operations, UMVs present a cost-effective alternative to the high personnel and equipment demands. This study examines current market trends, identifies key companies to watch, and offers insights into US UMV budgets and contracts. Additionally, it explores the role of UMVs in global conflicts and their evolving applications in modern warfare.

Scope of Analysis

• This study explores the US defense unmanned maritime vehicles (UMVs) market, highlighting trends, challenges, drivers, restraints, and growth opportunities.
• The study offers an examination of current market trends and an identification of key companies to watch. Use cases are provided through a regional analysis, illustrating how UMVs are being used globally.
• The market is segmented by the primary types of UMVs used in the maritime domain.
• This study also provides a US Navy spending forecast, constructed from contract data obtained from official fiscal year (FY) 2025 budgets found on defense department websites.
• Additionally, an overview of the main UMV government programs is provided, covering prototyping and experimentation, system integration, and operational deployment. This is followed by a listing of key recent industry contracts, highlighting notable market developments.
• The study does not include classified spending information, making a portion of the total naval unmanned systems market spending information unreportable.

The Impact of the Top 3 Strategic Imperatives on the Defense UMVs Industry

Geopolitical Chaos

• Why
  • The maritime domain is crucial in ongoing conflicts due to disputes over control of natural resources, waterways, or attacks on naval vessels.
  • For instance, current tensions in the South China Sea stem from maritime border disputes with untapped oil and gas reserves.
• Frost Perspective
  • Additionally, Houthi rebels in the Middle East have launched attacks on commercial ships, facing retaliation from the United States.
  • Such conflicts have called for increased implementation of UMVs to carry out challenging tasks (like ocean exploration or mine countermeasures) to avoid human casualties.

Disruptive Technologies

• Why
  • The unmanned systems industry is making strides toward increased system autonomy while also keeping a human in the loop for complex decision-making.
  • Part of this effort has entailed the integration of artificial intelligence (AI) and machine learning (ML) algorithms into UMVs during their development.
• Frost Perspective
  • Large language models will most likely be used in UMVs for activities like training, data capture and filtering, and navigation, to name a few.
  • The US government has shown interest in AI adoption, particularly in defense. For example, the US Department of Defense (DoD) established the AI Rapid Capabilities Cell in late 2024.

Competitive Intensity

• Why
  • Small- and mid-size businesses have disrupted the UMV space, challenging the supremacy of established companies.
  • The swift assembly of the end product and the use of alternative, cheaper materials allow their entrance into the market.
• Frost Perspective
  • Nevertheless, traditional defense providers still hold relevant market share thanks to longstanding partnerships with the DoD.
  • Dual use of UMVs for military and non-defense purposes (such as search and rescue and logistics) also allows commercial companies to participate in this market.

Growth Drivers

• Given the rise in sophistication of criminal networks and rival military forces in this domain, the US and other nations require cutting-edge maritime surveillance technologies. Tools like UMVs are thus in high demand for ISR and defense-related tasks, particularly in border areas, to identify, monitor, and potentially neutralize threats.
• Manned-unmanned teaming, which involves coordinating crewed and uncrewed assets, has gained traction in the United States as a method to keep humans involved when integrating autonomous systems into missions. It promotes increased connectivity and platform interoperability across land, air, and sea, where UMVs play a pivotal role in the C2 chain.
• Recent, fast-paced advances in AI and autonomy positively impact the UMVs' market growth. New systems can now support quicker software updates, higher computational performance, optimized sensor fusion, enhanced analysis of complex environmental data, and more accurate path planning, increasing their appeal to customers.
• Small UMVs' cost efficiency, given by additive manufacturing and 3D printing techniques and low-cost materials (like polymers), translates into affordable commercialization prices and increased competitiveness in the industry. This attribute is attractive for the DoD in the context of budget constraints and federal debt caps.

Growth Restraints

• Given that UMVs are a nascent technology, several technological limitations have yet to be addressed. These include challenges in underwater connectivity and adaptability, automation, decision-making capabilities, energy supply and optimization, and interoperability.
• Maintenance and operating costs associated with unmanned vessels also discourage companies from investing in such technologies. Beyond the challenges of water corrosion and exposure to harsh environments, UMVs require a robust technological infrastructure to support their operations, as well as 'motherships' for deployment in remote areas.
• The UMV market is in its early stages of development, which entails several challenges stemming from the high market entry costs and the strict validation and testing requirements set by the DoD for investment. Additionally, integrating these systems into existing Department of the Navy (DoN) operations poses significant obstacles, requiring years of rigorous testing and validation to ensure equipment resilience.
• The US Navy's reduced budgets for R&D and UMV procurement constrain market growth. These limitations stem from strict fiscal caps, competing agenda priorities, inflationary pressures, and rising supply costs. As a result, the sector faces significant challenges in successfully transitioning prototypes into operational units.

Table of Contents

Growth Opportunities in the US Defense Unmanned Maritime Vehicles Market, FY2024-FY2029

• Growth Opportunities: Research Scope
• Scope of Analysis
• Segmentation
• Vehicle Comparison
• Strategic Imperatives
• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the Defense UMVs Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis

• Growth Metrics
• Growth Drivers
• Growth Restraints
• Regional Analysis
• Forecast Considerations
• Spending Forecast and Analysis
• Market Trends Analysis
• Market Factsheet
• Market Participant Analysis
• Relevant USV Projects and Initiatives-US Navy
• Relevant UUV Projects and Initiatives-US Navy
• Representative Contracts

Growth Opportunity Universe

• Growth Opportunity 1: Border Security UMVs
• Growth Opportunity 2: Long-endurance Power Systems for UMVs
• Growth Opportunity 3: Counter-UMV Technology

Next Steps

• Benefits and Impacts of Growth Opportunities
• Next Steps
• List of Exhibits
• Legal Disclaimer