表紙
市場調査レポート

ベトナムの防衛産業の将来展望 (2020年まで):市場の誘因性・競争環境・将来予測

Future of the Vietnamese Defense Industry - Market Attractiveness, Competitive Landscape and Forecasts to 2020

発行 Strategic Defence Intelligence 商品コード 276353
出版日 ページ情報 英文 100 Pages
即納可能
価格
本日の銀行送金レート: 1USD=105.42円で換算しております。
Back to Top
ベトナムの防衛産業の将来展望 (2020年まで):市場の誘因性・競争環境・将来予測 Future of the Vietnamese Defense Industry - Market Attractiveness, Competitive Landscape and Forecasts to 2020
出版日: 2015年06月30日 ページ情報: 英文 100 Pages
概要

ベトナムの防衛予算の年平均成長率 (CAGR) は、過去の実績値 (2011〜2015年) が14.25%、予測期間中 (2016〜2020年) 7.51%、と推計されています。予測期間中の防衛費の累積値は341億米ドルとなる見込みです。また、資本支出の比率は、2011〜2015年は32.1%、2016〜2020年は約33%となる見通しです。一方、ベトナムの国土安全保障予算は、今後5年間で合計162億米ドルに達する、と見込まれています。主な投資分野として、コルベット艦や潜水艦、監視システムなどが挙げられます。

当レポートでは、ベトナムの防衛産業への参入機会に関して詳細な市場分析・予測を実施し、今後の防衛予算の予測 (今後5年間分) や、防衛活動・予算の詳細動向、防衛輸出・輸入の動向、新規に成長が期待される部門、具体的な市場参入戦略、主要国内企業のプロファイル (概観、製品/サービス、近年の経営戦略と動向、戦略的提携、財務分析)、ベトナム経済全体の概況などの情報を盛り込み、概略以下の構成でお届けします。

第1章 イントロダクション

第2章 エグゼクティブ・サマリー

第3章 市場の誘因性と新たな機会

  • 防衛市場の規模と予測
    • 防衛費の今後の年平均成長率 (CAGR) は7.51%に達する
    • 防衛費増加の主な要因 (軍事近代化、南シナ海危機)
    • 防衛費の対GDP比は2.6%前後となる見通し
  • 防衛予算分配の分析
    • 資本支出の比率は今後上昇する見通し
    • 資本支出額の今後の年平均成長率 (CAGR) は8.49%に達する
    • 1人当たり防衛費支出は、2020年には80.2米ドルに達する見通し
  • 国土安全保障市場の規模と予測
    • 国土安全保障費支出は、2020年には40億米ドルに達する見通し
    • 国土安全保障費増加の要因(麻薬密輸、人身売買)
    • 国外のテロリストによる攻撃リスクは非常に低い
  • 世界の主な市場との比較
    • 他の軍事大国と比べて、ベトナムの防衛費支出は相対的に低い水準に留まる
    • アジアの周辺諸国と比べても、防衛費支出額は低い
    • 防衛費支出の対GDP比は、域内の他の軍事大国よりは高い水準となる
    • ベトナムは、国外のテロ組織からの脅威にはほとんど晒されていない
  • 市場機会:主な傾向と成長促進要因
    • フリゲート艦
    • SSK(対潜潜水艦)用ディーゼル電気推進式潜水艦
    • 戦闘機・多目的機

第4章 防衛調達市場のダイナミクス

  • 輸入市場のダイナミクス
    • 国内の防衛能力の制約が、防衛輸入を促進する
    • 防衛輸入は今後増加する見通し
    • ロシアが重要な防衛貿易パートナーである
    • 船舶・航空機が防衛輸入の大半を占める
  • 輸出市場のダイナミクス
    • ベトナムは世界の防衛輸出市場にアクセスできていない

第5章 産業のダイナミクス

  • ファイブフォース分析
    • サプライヤーの交渉力:中
    • バイヤーの購買力:低
    • 参入障壁:中
    • 同業者との競合:低
    • 代替製品の脅威:低〜中

第6章 市場参入戦略

  • 市場規制
    • 新たな調達原則の採用
    • 相殺契約は完全に撤廃されてはいない
  • 市場参入経路
    • 国外メーカーは直接販売を通して市場参入できる
    • 国家間取引:国外の防衛企業にとって魅力的な参入経路
  • 主な課題
    • 民間企業・外資系企業の少なさが、国内の防衛産業の成長をも抑制する
    • 透明性の不足や汚職がが防衛産業の成長を妨げる

第7章 競争環境と戦略的考察

  • 競争環境概観
  • 主要
    • Vietnam Shipbuilding Industry Corporation (SBIC)
    • Sukhoi
    • Admiralty Shipyards
    • Damen Schelde Naval Shipbuilding

第8章 ビジネス環境とカントリーリスク

  • 人口構造・社会統計
  • 経済実績
  • エネルギー・電力
  • インフラ品質・利用可能性
  • 鉱物資源
  • 通信

第9章 付録

図表一覧

このページに掲載されている内容は最新版と異なる場合があります。詳細はお問い合わせください。

目次
Product Code: DF0318MR

Summary

The Future of the Vietnamese Defense Industry - Market Attractiveness, Competitive Landscape and Forecasts to 2020, published by Strategic Defence Intelligence, provides readers with detailed analysis of both historic and forecast defense industry values, factors influencing demand, the challenges faced by industry participants, analysis of industry leading companies, and key news.

Key Findings

  • Over the historic period, Vietnam's defense expenditure registered a CAGR of 14.25%; between 2016 and 2020, the defense budget is expected to grow at a CAGR of 7.51%
  • The country's total defense expenditure during the forecast period is expected to be US$34.1billion
  • The average share of capital expenditure is expected to be 33% over the forecast period, compared to an average share of 32.1% during 2011-2015
  • Over the forecast period, the country's budget for homeland security is expected to be US$16.2 billion cumulatively
  • The key areas of investment are expected to be corvettes, submarine, and surveillance equipment

This report offers detailed analysis of the Vietnamese defense industry with market size forecasts covering the next five years. This report will also analyze factors that influence demand for the industry, key market trends, and challenges faced by industry participants.

In particular, it provides in-depth analysis of the following:

  • Vietnamese defense industry market size and drivers: detailed analysis of the Vietnamese defense industry during 2016-2020, including highlights of the demand drivers and growth stimulators for the industry. It also provides a snapshot of the country's expenditure and modernization patterns
  • Budget allocation and key challenges: insights into procurement schedules formulated within the country and a breakdown of the defense budget with respect to the army, navy, and air force. It also details the key challenges faced by defense market participants within the country
  • Porter's Five Force analysis of the Vietnamese defense industry: analysis of the market characteristics by determining the bargaining power of suppliers, bargaining power of buyers, threat of substitution, intensity of rivalry, and barriers to entry
  • Import and Export Dynamics: analysis of prevalent trends in the country's imports and exports over the last five years
  • Market opportunities: details of the top five defense investment opportunities over the coming 10 years
  • Competitive landscape and strategic insights: analysis of the competitive landscape of the Vietnamese defense industry. It provides an overview of key players, together with insights such as key alliances, strategic initiatives, and a brief financial analysis

Reasons To Buy

  • This report will give the user confidence to make the correct business decisions based on a detailed analysis of the Vietnamese defense industry market trends for the coming five years
  • The market opportunity section will inform the user about the various military requirements that are expected to generate revenues during the forecast period. The description includes technical specifications, recent orders, and the expected investment pattern by the country during the forecast period
  • Detailed profiles of the top domestic and foreign defense manufacturers with information about their products, alliances, recent contract wins, and financial analysis wherever available. This will provide the user with a total competitive landscape of the sector
  • A deep qualitative analysis of the Vietnamese defense industry covering sections including demand drivers, Porter's Five Forces Analysis, Key Trends and Growth Stimulators, and latest industry contracts

Table of Contents

Introduction

  • 1.1. What is this Report About?
  • 1.2. Definitions
  • 1.3. Summary Methodology
  • 1.4. SDI Terrorism Index
  • 1.5. About Strategic Defence Intelligence

2. Executive Summary

3. Market Attractiveness and Emerging Opportunities

  • 3.1. Defense Market Size Historical and Forecast
    • 3.1.1. Defense expenditure is projected to grow at a CAGR of 7.51% during the forecast period
    • 3.1.2. Military modernization and the crisis in the South China Sea are expected to be the prime factors driving Vietnamese military expenditure
    • 3.1.3. Defense expenditure as a percentage of GDP is expected to hover around 2.6% over the forecast period
  • 3.2. Analysis of Defense Budget Allocation
    • 3.2.1. Share of capital expenditure in the overall defense budget is expected to increase
    • 3.2.2. Vietnam's capital expenditure is expected to grow at a CAGR of 8.49% over the forecast period
    • 3.2.3. Per capita defense expenditure to be US$80.2 by 2020
  • 3.3. Homeland Security Market Size and Forecast
    • 3.3.1. Homeland security expenditure is expected to be US$4.0 billion by 2020
    • 3.3.2. The main factors driving homeland security expenditure are illicit drugs trade and human trafficking
    • 3.3.3. Vietnam faces a minimal threat from foreign terrorist organizations
  • 3.4. Benchmarking with Key Global Markets
    • 3.4.1. Vietnamese defense expenditure is expected to remain low compared to leading spenders
    • 3.4.2. Vietnam has a low defense expenditure compared to other Asian countries
    • 3.4.3. Vietnam's defense expenditure as a percentage of GDP is higher than leading Asian defense spenders
    • 3.4.4. Vietnam faces negligible threat from foreign terrorist organizations
  • 3.5. Market Opportunities: Key Trends and Growth Stimulators
    • 3.5.1. Frigates
    • 3.5.2. SSK-Diesel Electric Submarine
    • 3.5.3. Infrastructure Construction

4. Defense Procurement Market Dynamics

  • 4.1. Import Market Dynamics
    • 4.1.1. Limited domestic defense capabilities drives the country's defense imports
    • 4.1.2. Defense imports are expected to increase over the forecast period
    • 4.1.3. Russia is a significant defense trade partner of Vietnam
    • 4.1.4. Ships and aircraft account for the majority of defense imports over 2010-2014
  • 4.2. Export Market Dynamics
    • 4.2.1. The country has been unable to access the global defense market

5. Industry Dynamics

  • 5.1. Five Forces Analysis
    • 5.1.1. Bargaining power of supplier: medium
    • 5.1.2. Bargaining power of buyer: low
    • 5.1.3. Barrier to entry: medium
    • 5.1.4. Intensity of rivalry: low
    • 5.1.5. Threat of substitution: low to medium

6. Market Entry Strategy

  • 6.1. Market Regulation
    • 6.1.1. Vietnamese government unveils new procurement rules
    • 6.1.2. Vietnam has not disclosed any offset obligations
  • 6.2. Market Entry Route
    • 6.2.1. Foreign equipment manufacturers can enter the market through direct commercial sales
    • 6.2.2. Government-to-government deals are an attractive entry route to the country's defense market
  • 6.3. Key Challenges
    • 6.3.1. Lack of private participants and foreign direct investment may restrict domestic defense industry growth
    • 6.3.2. Lack of transparency and corruption impedes the growth of Vietnam's defense industry

7. Competitive Landscape and Strategic Insights

  • 7.1. Competitive Landscape Overview
  • 7.2. Key Companies
    • 7.2.1. Vietnam Shipbuilding Industry Corporation (SBIC): overview
    • 7.2.2. Vietnam Shipbuilding Industry Corporation (SBIC): products
    • 7.2.3. Vietnam Shipbuilding Industry Corporation (SBIC): recent announcements and strategic initiatives
    • 7.2.4. Vietnam Shipbuilding Industry Corporation (SBIC): alliances
    • 7.2.5. Vietnam Shipbuilding Industry Corporation (SBIC): recent contract awards
    • 7.2.6. Sukhoi: overview
    • 7.2.7. Sukhoi: products
    • 7.2.8. Sukhoi: recent contract awards
    • 7.2.9. Admiralty Shipyards: overview
    • 7.2.10. Admiralty Shipyards: recent announcements and strategic initiatives
    • 7.2.11. Admiralty Shipyards: products
    • 7.2.12. Admiralty Shipyards: recent contract awards
    • 7.2.13. Damen Schelde Naval Shipbuilding: overview
    • 7.2.14. Damen Schelde Naval Shipbuilding: products
    • 7.2.15. Damen Schelde Naval Shipbuilding: recent contract awards

8. Business Environment and Country Risk

  • 8.1. Demographics and Social Statistics
    • 8.1.1. Population - Rural
    • 8.1.2. Population - Urban
    • 8.1.3. Population - Number of Households
  • 8.2. Economic Performance
    • 8.2.1. Gross Domestic per Capita
    • 8.2.2. Gross Domestic Product, current US$
    • 8.2.3. Exports of Goods and Services
    • 8.2.4. Imports of Goods and Services
    • 8.2.5. Manufacturing Output
    • 8.2.6. Consumer Price Index
    • 8.2.7. Local Currency Unit per US$
    • 8.2.8. Local Currency Unit per EUR
    • 8.2.9. Lending Rate (%)
    • 8.2.10. Deposit Rate (%)
    • 8.2.11. Real Interest Rate (%)
    • 8.2.12. Goods Exports as a percentage of GDP
    • 8.2.13. Goods Imports as a percentage of GDP
    • 8.2.14. Goods Trade Surplus/Deficit as a percentage of GDP
    • 8.2.15. Services Imports as a percentage of GDP
    • 8.2.16. Services Exports as a percentage of GDP
    • 8.2.17. Services trade surplus/deficit as a percentage of GDP
    • 8.2.18. International reserves, including Gold
  • 8.3. Energy and Utilities
    • 8.3.1. Total Conventional Thermal Electricity Net Generation
    • 8.3.2. Hydroelectricity Net Generation
    • 8.3.3. Total Conventional Thermal Electricity Installed Capacity
    • 8.3.4. Proved Reserves of Natural Gas (Trillion Cubic Feet)
    • 8.3.5. Total Petroleum Consumption
    • 8.3.6. Crude Oil Proved Reserves (Billion Barrels)
  • 8.4. Infrastructure Quality and Availability
    • 8.4.1. Rail lines, total network
    • 8.4.2. Air Transport, freight (million ton-km)
    • 8.4.3. Overall Construction (US$ billion)
  • 8.5. Minerals
    • 8.5.1. Mining, Manufacturing, Utilities Output
  • 8.6. Telecommunication
    • 8.6.1. Telephone lines
    • 8.6.2. Telephone lines Penetration Rate

9. Appendix

  • 9.1. About SDI
  • 9.2. Disclaimer

List of Tables

  • Table 1: Vietnamese Defense Expenditure (US$ Billion), 2011-2015
  • Table 2: Vietnamese Defense Expenditure (US$ Billion), 2016-2020
  • Table 3: Vietnamese Defense Expenditure (VND Trillion), 2011-2015
  • Table 4: Vietnamese Defense Expenditure (VND Trillion), 2016-2020
  • Table 5: Vietnamese GDP Growth vs. Defense Expenditure Growth and Defense Expenditure as Percentage of GDP Growth, 2011-2015
  • Table 6: Vietnamese GDP Growth vs. Defense Expenditure Growth and Defense Expenditure as Percentage of GDP Growth, 2016-2020
  • Table 7: Vietnamese Defense Budget Split Between Capital and Revenue Expenditure (%), 2011-2015
  • Table 8: Vietnamese Defense Budget Split Between Capital and Revenue Expenditure (%), 2016-2020
  • Table 9: Vietnamese Defense Capital Expenditure (US$ billion), 2011-2015
  • Table 10: Vietnamese Defense Capital Expenditure (US$ billion), 2016-2020
  • Table 11: Vietnamese Defense Capital Expenditure (VND Trillion), 2011-2015
  • Table 12: Vietnamese Defense Capital Expenditure (VND Trillion), 2016-2020
  • Table 13: Vietnamese Per Capita Defense Expenditure (US$), 2011-2015
  • Table 14: Vietnamese Per Capita Defense Expenditure (US$), 2016-2020
  • Table 15: Vietnamese Homeland Security Expenditure (US$ billion), 2011-2015
  • Table 16: Vietnamese Homeland Security Expenditure (US$ billion), 2016-2020
  • Table 17: Vietnamese Homeland Security Expenditure (VND Trillion), 2011-2015
  • Table 18: Vietnamese Homeland Security Expenditure (VND Trillion), 2016-2020
  • Table 19: Benchmarking with Key Markets - 2011-2015 vs. 2016-2020
  • Table 20: SDI Terrorism Index
  • Table 21: Vietnam Shipbuilding Industry Corporation (SBIC) - Product Focus
  • Table 22: Vietnam Shipbuilding Industry Corporation (SBIC) - Alliances
  • Table 23: Vietnam Shipbuilding Industry Corporation (SBIC) - Recent Contract Wins
  • Table 24:Sukhoi - Product Focus
  • Table 25: Sukhoi - Recent Contract Wins
  • Table 26:Admiralty Shipyards - Product Focus
  • Table 27: Admiralty Shipyards - Recent Contract Wins
  • Table 28: Damen Schelde Naval Shipbuilding - Product Focus
  • Table 29: Damen Schelde Naval Shipbuilding - Recent Contract Wins

List of Figures

  • Figure 1: Vietnamese Defense Expenditure (US$ Billion), 2011-2015
  • Figure 2: Vietnamese Defense Expenditure (US$ Billion), 2016-2020
  • Figure 3: Vietnamese Defense Expenditure (VND Trillion), 2011-2015
  • Figure 4: Vietnamese Defense Expenditure (VND Trillion), 2016-2020
  • Figure 5: Vietnamese GDP Growth vs. Defense Expenditure Growth and Defense Expenditure as Percentage of GDP Growth, 2011-2015
  • Figure 6: Vietnamese GDP Growth vs. Defense Expenditure Growth and Defense Expenditure as Percentage of GDP Growth, 2016-2020
  • Figure 7: Vietnamese Defense Budget Split Between Capital and Revenue Expenditure (%), 2011-2015
  • Figure 8: Vietnamese Defense Budget Split Between Capital and Revenue Expenditure (%), 2016-2020
  • Figure 9: Vietnamese Defense Capital Expenditure (US$ billion), 2011-2015
  • Figure 10: Vietnamese Defense Capital Expenditure (US$ billion), 2016-2020
  • Figure 11: Vietnamese Defense Capital Expenditure (VND Trillion), 2011-2015
  • Figure 12: Vietnamese Defense Capital Expenditure (VND Trillion), 2016-2020
  • Figure 13: Vietnamese Per Capita Defense Expenditure (US$), 2011-2015
  • Figure 14: Vietnamese Per Capita Defense Expenditure (US$), 2016-2020
  • Figure 15: Vietnamese Homeland Security Expenditure (US$ billion), 2011-2015
  • Figure 16: Vietnamese Homeland Security Expenditure (US$ billion), 2016-2020
  • Figure 17: Vietnamese Homeland Security Expenditure (VND Trillion), 2011-2015
  • Figure 18: Vietnamese Homeland Security Expenditure (VND Trillion), 2016-2020
  • Figure 19: SDI Terrorism Heat Map, 2015
  • Figure 20: SDI Terrorism Index, 2015
  • Figure 21: Benchmarking with Key Markets - 2011-2015 vs. 2016-2020
  • Figure 22: Benchmarking with World's Largest and Top Regional Defense Spenders (US$ Billion), 2015 and 2020
  • Figure 23: Defense Expenditure as a Percentage of GDP of Largest Military Spenders (%), 2015
  • Figure 24: Frigates Market Size (US$ Million), 2015-2025
  • Figure 25: SSK-diesel Electric Submarine Market Size (US$ Million), 2015-2025
  • Figure 26: Infrastructure Construction Market Size (US$ Million), 2015-2025
  • Figure 27: Vietnamese Defense Import Trend, 2010-2014 (TIV values)
  • Figure 28: Vietnamese Defense Imports by Country (%), 2010-2014
  • Figure 29: Vietnamese Defense Imports by Category (%), 2010-2014
  • Figure 30: Industry Dynamics Porter's Five Forces Analysis
  • Figure 31: Vietnam's Population - Rural (Millions), 2015-2024
  • Figure 32: Vietnam's Population - Urban (Millions), 2015-2024
  • Figure 33: Vietnam's Population - Number of Households (In Millions), 2008-2017
  • Figure 34: Vietnam's GDP per capita, 2015-2024
  • Figure 35: Vietnam's Gross Domestic Product (current US$ Billion), 2015-2024
  • Figure 36: Vietnam's Exports of goods and services (current US$ Billion), 2003-2012
  • Figure 37: Vietnam's Imports of goods and services (current US$ Billion), 2003-2012
  • Figure 38: Vietnam's Manufacturing Output (US$ Billion), 2003-2012
  • Figure 39: Vietnam's Consumer Price Index, 2015-2024
  • Figure 40: Vietnam's LCU per US$, 2015-2024
  • Figure 41: Vietnam's LCU per EUR, 2015-2024
  • Figure 42: Vietnam's Lending Rate (%), 2003-2012
  • Figure 43: Vietnam's Deposit Rate (%), 2003-2012
  • Figure 44: Vietnam's Real Interest Rate (%), 2003-2012
  • Figure 45: Vietnam's Goods Exports as a percentage of GDP, 2003-2012
  • Figure 46: Vietnam's Goods Imports as a percentage of GDP, 2003-2012
  • Figure 47: Vietnam's Goods Trade Surplus/Deficit as a percentage of GDP, 2003-2012
  • Figure 48: Vietnam's Services Imports as a percentage of GDP, 2003-2012
  • Figure 49: Vietnam's Services Exports as a percentage of GDP, 2003-2012
  • Figure 50: Vietnam's Services trade surplus/deficit as a percentage of GDP, 2003-2012
  • Figure 51: Vietnam's International reserves, including Gold (US$ Billion), 2003-2012
  • Figure 52: Vietnam's Total Conventional Thermal Electricity Net Generation (Billion Kilowatt Hours), 2002-2011
  • Figure 53: Vietnam's Hydroelectricity Net Generation (Billion KWH), 2003-2012
  • Figure 54: Vietnam's Total Conventional Thermal Electricity Installed Capacity (Million
  • Figure 55: Vietnam's Proved Reserves of Natural Gas (Trillion Cubic Feet), 2004-2014
  • Figure 56: Vietnam's Total Petroleum Consumption (Thousand Barrels per Day), 2003-2012
  • Figure 57: Vietnam's Crude Oil Proved Reserves (Billion Barrels), 2005-2014
  • Figure 58: Vietnam's Rail lines (total route-Km), 2003-2012
  • Figure 59: Vietnam's Air Transport, freight (million ton-km), 2003-2012
  • Figure 60: Vietnam's Overall Construction (US$ Billion), 2008-2016
  • Figure 61: Vietnam's Mining, Manufacturing, Utilities Output (US$ Billion), 2003-2012
  • Figure 62: Vietnam's Telephone lines, 2006-2012
  • Figure 63: Vietnam's Telephone lines Penetration Rate (per 100 people), 2006-2012
Back to Top