Military/Aerospace: Embedded Integrated Systems Supplier Analysis
|発行||VDC Research Group, Inc.||商品コード||232050|
|出版日||ページ情報||英文 64 Pages, 14 Exhibits
|組込みハードウェア&システム：軍事・航空産業向けサービス市場 Military/Aerospace: Embedded Integrated Systems Supplier Analysis|
|出版日: 2011年12月31日||ページ情報: 英文 64 Pages, 14 Exhibits||
Declining global military spending points to a move away from expensive "big iron" approaches toward sophisticated, computer-controlled precision weaponry
In the United States, increased political focus on reducing the national debt is likely to lead to a budget-constrained Department of Defense in 2012.
As the US maintains operations in Afghanistan and finalizes military withdrawal from Iraq, the nation is seeing a strong antiwar backlash, further fueling downward pressure on military funding.
Several European nations (e.g. Portugal, Italy, Greece) are undergoing financial crises of their own, verging on insolvency and creating a sense of instability within the EU. Bailout efforts by other members of the European Union are consuming funding that might otherwise be spent on defense. Thus, it is likely that European defense expenditures will either remain flat or show an additional decline.
To a large extent, Latin America's defense expenditures have been in the form of "catchup," - introducing more modern, high-tech weaponry and support systems. This is likely to continue, but probably without substantial additional growth in spending.
China's defense expenditures are likely to show modest growth. On the other hand, Japanese resources have been diverted to earthquake/tsunami relief and to dealing with the recent nuclear crisis. Thus, we expect Japanese defense spending to be drastically curtailed.
However, it has been shown that use of unmanned weapons platforms (e.g., UAVs) is substantially less expensive than corresponding manned platforms (e.g. helicopters). Additionally, the 2012 budget request calls for the upgrade and modernization of existing systems, and for increased usage of COTS components and open-source software as cost-saving measures. Thus, spending on military embedded computing may not see proportional reductions, and may even increase as spending on technology replaces spending on "big iron."
Global military spending in 2010 estimated as US$ 1.63 trillion. However, this figure represented only a 1.3% increase over 2009 levels, the lowest growth seen since 2001. Previous annual increases averaged 5.1% since 2001. This slowdown is due to a somewhat delayed reaction to the recent worldwide economic recession.
Today and in the future, emphasis is more on tactical weaponry than strategic. Precisionguided munitions and unmanned weapons platforms comprise a large portion of military spending as do communications, command, control, computers, intelligence, surveillance and reconnaissance (C4ISR).
Embedded computing systems are key components of virtually all military initiatives, not only the most sophisticated.
Merchant EICS suppliers will remain the most important third-party source for EICS
Military/aerospace respondents were asked to rank the importance of the following third-party sources for meeting their needs for integrated computing systems:
Sources are ranked from 1 to 5, with 5 representing the most important and 1, the least important. Data presented is the average value of the rankings.
Traditional" IT/PC suppliers were ranked highest for 2011. This suggests that respondents' product line and focus may be comprised of more "non-combat" applications and missions. "Traditional" PCs are most likely to be employed in such applications as supply and logistics, and those with fewer requirements around ruggedization.
As defense departments look to more advanced technologies, such as unmanned vehicles or portable devices, VDC sees merchant EICS suppliers gaining an increased market share as manufacturers of mission-critical, high-reliability EICSs.
Military/Aerospace market is somewhat insulated from macro economic trends, but not policy changers
While the current global economic crisis has strongly impacted the defense budgets, the long-term contracts inherent to this national security-based segment greatly insulate military/aerospace from the volatility of market conditions.
Global pressures to reduce governmental expenditures will likely least affect investment in critical areas including technologies enabling advances in command, control, communications, computers, intelligence, surveillance and reconnaissance (C4ISR) applications.
We expect strong investment to improve capabilities in Intelligence, Surveillance and Reconnaissance (ISR), particularly in the research, development, testing and evaluation of unmanned aircraft systems (UAS).
The growing acceptance of COTS in military/aerospace applications will drive development of technologically advanced systems, enabled by competition in the commercial space.
C4ISR applications will continue to comprise the lion's share of investment as COTS hardware and software are adopted into high-tech military/aerospace systems.
The DoD is shifting money away from large, "exquisite" platforms and towards upgrading and modernizing current systems. Investment in new technology will be focused on cost-effective, advanced technologies with proven reliability and effectiveness.
Planned investment in advanced sensors technology and complex computational analysis systems also help to explain the increased market share of the sonar and munitions guidance applications over the forecast period.