全球国防作战云端市场成长机会

将商业技术应用于军事标准可实现变革性成长

军方正在转向云端运算，以便在整合安全平台上託管数位资产，促进跨职能协作并有效管理安全风险。在本研究中，Frost & Sullivan 考察了当前的市场趋势，识别了领先的云端服务供应商和值得关注的公司，并提供了相关计划和合约的见解。本研究也分析了云端在区域军事格局中的作用以及将激发产业创新的技术趋势。

由于大多数云端作战系统都是商用的，因此直接从目标商标产品製造商采购，而不是从头开始开发，可以让国防部更快地获得和部署它们。美国是精简软体采购的国家之一，这点可以从国防部的软体采购流程看出。然而，迁移到云端託管的成本很高，需要在硬体、软体和安全资料中心方面进行投资，以及进行昂贵的资料迁移以及与旧系统的整合。此外，通货膨胀会随着时间的推移降低长期合约的实际价值。

三大战略要务对国防作战云端产业的影响

产业融合

地缘政治动盪

竞争加剧

为什么

• 军方正在转向云端处理，在统一的安全平台上託管数位资产，以促进跨品牌的协作并有效管理安全风险。
• 与「内部部署」资料系统相比，云端提供了增强的即时连接性和扩充性。
• 战争的数位化使得大多数国防部门必须进行重大的资讯技术 (IT) 升级。
• 采用云端架构是这些现代化努力的关键支柱之一，从俄罗斯-乌克兰战争等持续的衝突中吸取了教训。
• 微软和谷歌等私人公司经常向国防部提供云端技术。
• 我们现有的庞大基础设施，加上我们作为可靠供应商的声誉，使我们在军事市场中占据了强大的地位。

观点

• 国防部要求商业系统满足军事标准和任务要求。
• 这种互动将为军事物联网 (MIoT) 中增强的安全通讯协定、DevSecOps*、资料共用和互联资产带来成长机会。
• 此类衝突显示了多领域能力对于统一应对敌人攻击的重要性。
• 云在衝突环境（陆地、空中、海上、网路空间和电磁频谱）中创建通用作战图，为指挥官提供整体视图。
• 军方采用了一站式模式，允许存取各种民用供应商的云端平台。
• 这些公司经常与雷神公司和 BAE 系统公司等专注于国防的公司合作，客製化他们的平台以满足军事要求。

分析范围

• 本研究检视了全球国防作战云端市场，并确定了趋势、市场驱动因素和挑战、市场限制和成长机会。
• 它还重点介绍了主要的市场参与企业、联合和国家计划以及相关合约。
• 基准年为2024年，研究期间为2024年至2029年。
• 本研究使用的货币是美元。
• 外汇将以2025年3月14日起生效的联合国外汇为基础。

限制

• 本研究中使用的外汇可能无法反映研究期间的外汇波动，这可能会影响美元以外货币的财务预测和市场估值的准确性。
• 本报告不包括机密计划，无论国家或地区，因此未报告国防作战云端市场的任何部分。
• 该研究使用了来自政府和军事官方网站、报导机构、官方预算文件的公开讯息，以及透过采访获得的业内相关人员的见解。

成长动力

• 一些国家，无论是独立地还是与其他国家合作地，都拥有长期的军事云计划，这些计划是国防预算中的优先事项，也是更大规模现代化努力的关键组成部分。
• 例如美国联合作战云能力计画、欧洲国防作战协作云和澳洲的 Nexium 国防云。

军方一贯强调透过联合训练演习确保多领域作战准备的重要性，因为现实世界的衝突可能需要联合行动，而不是单独努力。

• 这些措施依靠云端处理实现数据共用、指挥、控制和部队协调，从而推动了对这些技术的需求。
• 鑑于大多数作战云系统都是商业的，直接从 OEM 采购而不是从头开始开发可以缩短采购週期和部署时间。
• 该国正在推行一个框架，以进一步简化国防部（DoD）软体采购流程，其中包括美国国防部（DoD）软体采购管道。

成长抑制因素

• 从实体资料系统迁移到云端託管需要对新的硬体、软体和安全资料中心进行大量投资，从而导致高昂的实施成本。
• 对于国防部来说，资料迁移、标註以及与遗留系统的整合是一个成本高且耗时漫长的过程。通货膨胀也在其中扮演着重要角色，导致长期合约的有效价值随着时间的推移而缩水。
• 遵守网路和资料安全法规可能会减缓云端运算在国防部门的采用，因为这些系统处理敏感讯息，而且公司需要时间来获得其产品的军事认证和安全保障。
• 这一点在欧洲尤其重要，因为《一般资料保护规则》等框架对云端提供者施加了严格的标准。
• 某些战斗和军事训练环境的频宽和连接性较弱，限制了云端技术和其他通讯系统的使用和覆盖范围。
• 云依赖透过通讯和战术性资料链进行的射频通讯，而这些通信容易受到对手的干扰和网路攻击，这可能会限制其在这种对抗环境中的使用。

目录

策略要务

• 为什么成长变得越来越困难
• 策略要务
• 三大策略要务对国防工业作战云的影响

成长机会分析

• 分析范围
• 成长动力
• 成长抑制因素
• 世界衝突情景
• 市场概况
• 市场趋势分析
• 区域概况：北美
• 区域概况：亚太地区
• 区域概况：欧洲
• 区域概况：非洲和中东
• 区域概况：拉丁美洲

成长机会

• 成长机会1：作战云端数位双胞胎
• 成长机会二：太空云
• 成长机会3：弹性战术网状云网络

附录与后续步骤

Adapting Commercial Technology to Military Standards Drives Transformational Growth

Militaries are turning toward cloud computing for hosting their digital assets in a unified security platform to promote cross-branch collaboration and manage security risks effectively. In this research service, Frost & Sullivan examines current market trends, identifies key cloud service providers and companies to watch, and offers insights into relevant projects and contracts. The analysis also explores the role of cloud in the regional military landscape and technology trends sparking innovation in the industry.

The commercial nature of most cloud combat systems means that sourcing directly from original equipment manufacturers rather than developing from scratch enables faster acquisition and deployment for defense departments. The United States is among the countries streamlining software procurement, as seen in the Department of Defense's Software Acquisition Pathway. However, transitioning to cloud hosting incurs high costs because of investments in hardware, software, and secure data centers, alongside expensive data migration and integration with legacy systems. Inflation also can reduce the real value of long-term contracts over time.

The Impact of the Top 3 Strategic Imperatives on the Combat Cloud for Defense Applications Industry

Industry Convergence

Geopolitical Chaos

Competitive Intensity

Why

• Militaries are turning toward cloud computing for hosting their digital assets in a unified security platform to promote cross-brand collaboration and manage security risks effectively.
• The cloud provides enhanced real-time connectivity and scalability as opposed to "on-prem" data systems.
• The digitalization of warfare gives way for massive information technology (IT) updates in most defense departments.
• The implementation of cloud architectures is one of the key axes in these modernization efforts, as lessons are learned from ongoing conflicts like the Russo-Ukrainian War.
• Commercial companies like Microsoft and Google are frequent providers of cloud technology to defense departments.
• Their existing vast infrastructures, plus their reputation as reliable suppliers, gives them an advantaged market positioning with militaries.

Frost Perspective

• Defense departments require the adaptation on commercial systems to military standards and mission requirements.
• This interaction sparks growth opportunities for enhanced security protocols, DevSecOps*, data sharing, and interconnected assets in the Military Internet of Things (MIoT).
• These conflicts have showcased the importance of multi-domain capabilities to deliver a unified response to enemy attacks.
• The cloud creates a common operational picture across contested environments (land, air, sea, cyberspace, and the electromagnetic spectrum), providing commanders with a holistic view.
• Militaries implement one-stop shop models to gain access to cloud platforms from a wide range of commercial vendors.
• Such companies often partner with defense-focused businesses like Raytheon and BAE Systems to customize their platforms and make them more compliant with military requirements.

Scope of Analysis

• This study explores the global defense combat cloud market, highlighting trends, challenges, drivers, restraints, and growth opportunities.
• The research also points out key market participants, joint and national programs, and relevant contracts.
• The base year is 2024, and the study period ranges from 2024 to 2029.
• The monetary unit used throughout this study is the US dollar (USD).
• The exchange rates used are the United Nations Operational Rates of Exchange from March 14th, 2025.

Limitations

• The exchange rates used for this study may not reflect currency fluctuations over the study period. This could impact the accuracy of financial projections and market valuations in non-USD currencies.
• This report does not include classified programs, whether national or regional, leaving a portion of the defense combat cloud market unreportable.
• This study uses publicly available information from official government and military branches' websites, news outlets, official budget documents, and insights from industry participants obtained through interviews.

Growth Drivers

• Several countries are carrying out long-term military cloud programs on their own or in partnership with other nations. These programs hold high priority within defense budgets and are a key component of larger modernization efforts.
• Some examples are the Joint Warfighter Cloud Capability program from the United States, the European Defense Operational Collaborative Cloud, and Australia's Nexium Defense Cloud.

Militaries consistently emphasize the importance of ensuring readiness for multi-domain combat through joint training exercises, as real-life conflict will most likely require collaborative action instead of separate efforts.

• These initiatives rely on cloud computing for cross-force data sharing, command, control, and coordination, pushing the demand for these technologies.
• Given the commercial nature of most combat cloud systems, sourcing them directly from OEMs instead of developing them from scratch leads to faster acquisition cycles and deployment timelines.
• Some nations push forward frameworks to further streamline software procurement processes for defense departments. This is the case with the US Department of Defense (DoD) Software Acquisition Pathway.

Growth Restraints

• Restraint Transitioning from physical data systems to cloud hosting involves high implementation costs, as it requires significant investment in new hardware, software, and secure data centers.
• Data migration and labeling, plus the integration with legacy systems, can be costly and involve lengthy procedures for defense departments. Inflation plays a role here too, as real long-term contract values constrict over time.
• Compliance with cyber and data security regulations can slow down cloud adoption in defense departments. Since these systems work with sensitive information, companies can take longer to have their products approved for military use to ensure watertight security.
• This aspect is of particular importance in Europe, where frameworks like the General Data Protection Regulation enforce stringent standards for cloud providers.
• Certain combat or military training environments possess weak bandwidth and connectivity, limiting the use and reach of cloud technology and other communication systems.
• Cloud's reliance on RF-based communications via satellite communications or tactical data links, which are prone to jamming and cyberattacks from enemies, can restrict its applications in these contested environments.

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 Combat Cloud for Defense Applications Industry

Growth Opportunity Analysis

• Scope of Analysis
• Growth Drivers
• Growth Restraints
• Global Conflict Scenarios
• Market Factsheet
• Market Trend Analysis
• Regional Profile: North America
• Regional Profile: Asia-Pacific
• Regional Profile: Europe
• Regional Profile: Africa and the Middle East
• Regional Profile: Latin America

Growth Opportunity Universe

• Growth Opportunity 1: Combat Cloud Digital Twins
• Growth Opportunity 2: Space Cloud
• Growth Opportunity 3: Resilient Tactical Mesh Cloud Networks

Appendix & Next Steps

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