2021年の防衛産業トップ10テーマ予測-テーマ別調査

当レポートは、防衛業界における2021年のトップ10テーマの概要を提供し、各テーマに関する主要企業を特定します。主なテーマには、中国への影響、インドへの影響、高強度戦争、持続可能性、M＆Aなどがあり、極超音速機、指向性エネルギー、AI、ビッグデータ、無人機などの主要技術に焦点が当てられています。このレポートでは、今後12か月間の動向の影響を調べます。

また、COVID-19の市場への影響や、企業が持続可能性の目標をどのように管理しているかなど、防衛以外の所定の動向についても焦点を当てています。

目次

目次

エグゼクティブサマリー

2021年：テーママップ

第1章 極超音速機と指向性エネルギー兵器

第2章 中国への影響

第3章 インドへの影響

第4章 ドローン

第5章 無人機

第6章 COVID-19

第7章 AIとビッグデータ

第8章 高強度戦争

第9章 持続可能性

第10章 M＆A

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This report provides an overview of our top 10 themes for 2021, identifying leading companies for each theme. Key themes include China Impact, India Impact, High-Intensity Warfare, Sustainability, and M & A well as focusing on key technologies, including hypersonics, directed energy, AI, big data, and unmanned vehicles. This report examines the impact of these trends over the next 12 months.

The report also focuses on non-defense specific trends, including the impact of COVID-19 on the market as well as how companies are managing sustainability goals.

Key Highlights

• China and India impact pages identify key players in both these markets and key technology themes identify drivers of growth as well as major companies.
• Technology companies which have major millitary contracts in relevant themes are identified, as well as defense companies with technical expertise.

Scope

• Key defense themes in 2021 are identified, establishing how these themes are growing and what will happen within them in 2021.
• The report included an in-depth industry analysis of various themes and identifies leading companies in each theme, establishing companies which stand to gain from their involvement in each theme as well as companies which are gaining in the theme.
• This report is part of our ecosystem of thematic investment research reports, supported by our "thematic engine".

Reasons to Buy

• Determine potential investment companies based on trend analysis and market projections.
• Gaining an understanding of the market surrounding various themes and technologies.
• Increase your understanding of how different themes are impacting the overall market and how they will make an impact in 2021.

Table of Contents

Table of Contents

Executive summary

2021 Theme map

1. Hypersonics and Directed Energy weapons

2. China Impact

3. India Impact

4. Drones

5. Unmanned Vehicles

6. COVID-19

7. AI and Big Data

8. High-Intensity Warfare

9. Sustainability

10. M & A

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