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1876863

网路侦测与回应 (NDR) 市场（全球）（2024-2029 年）

Network Detection and Response (NDR) Sector, Global, 2024-2029

出版日期: 2025年10月06日 | 出版商:

Frost & Sullivan | 英文 47 Pages | 商品交期: 最快1-2个工作天内

价格

简介目录

在日益增长的安全性和 IT 复杂性的背景下，NDR 的采用率正在推动变革性成长。

网路侦测与回应 (NDR) 的需求已远远超出基本的边界防御和传统入侵侦测。如今，NDR 已成为网路安全的关键层级，使组织能够侦测、调查和回应那些绕过传统工具的威胁。随着企业加速采用云端运算、扩展远端办公以及应用物联网和人工智慧，网路环境变得日益动态和复杂。这造成了安全盲区，攻击者可以利用加密流量、横向移动和高级技术来攻击这些盲区。

仅依赖终端安全或防火墙不再有效，因为威胁行为者很容易绕过传统防御措施。随着资料外洩成本的持续攀升，企业需要对东西酵母和南北向流量进行深入的即时监控，以便在潜在威胁造成财务和营运损失之前将其发现。现代网路侦测与回应 (NDR) 解决方案透过先进的行为分析、人工智慧驱动的异常侦测和主动威胁搜寻来提供这种视觉性，有助于减少误报并缩短回应时间。 NDR 可与终端侦测与回应 (EDR)、扩展侦测与回应 (XDR) 以及安全资讯与事件管理 (SIEM) 协同工作，从而实现统一、全面的防御。

全球无损检测与审查 (NDR) 市场正快速扩张，其驱动力包括对加密流量的持续监控和检测需求，以及人工智慧和机器学习领域投资的不断增长。北美市场占据主导地位，其次是欧洲、中东和非洲 (EMEA) 以及亚太地区。然而，拉丁美洲市场仍有待开发，蕴藏着巨大的成长潜力。

摘要，NDR 是建构主动且具韧性的网路安全态势的基础。随着威胁日益复杂化和攻击面不断扩大，金融、政府、医疗保健和科技业的组织将越来越依赖 NDR 来获得保护关键资产和降低风险所需的可见度、速度和信心。

收入预测

基准年收入预测为 26.152 亿美元，预计在 2024 年至 2029 年的研究期间内，年复合成长率将达到 23.1%。

分析范围

NDR 持续监控网路流量，以即时侦测、调查和回应混合环境和云端环境中的已知和未知威胁。
NDR 市场包括几种类型的供应商：纯粹的 NDR 供应商、大规模安全平台供应商、网路基础设施供应商以及结合端点和网路侦测的扩展侦测和回应 (XDR) 供应商。
随着对更深入的可见性和更快的威胁回应的需求不断增长，安全资讯和事件管理 (SIEM)、安全编配、自动化和回应 (SOAR) 以及防火墙提供者等相邻供应商正越来越多地将 NDR 功能整合到他们的产品中。
儘管业界往往因为功能重迭而将NDR与XDR混为一谈，但Frost & Sullivan的这项研究重点关注NDR，并着重阐述其独特的成长机会和创新趋势。 Frost & Sullivan的相关研究也涉及SIEM、端点检测与反应(EDR)以及SOAR。
该研究还按以下细分市场提供了更详细的收入明细和预测：

目标区域

世界
调查期
2021-2029
基准年
2024
预测期
2025-2029
货币单位
美元
地区：北美（NA）、拉丁美洲（LATAM）、欧洲、中东和非洲（EMEA）、亚太地区（APAC）。
公司规模：大型企业（5000 名以上员工）、中型企业（1001-4999 名员工）、中小企业（1-1000 名员工）。
按行业划分：银行和金融、教育、政府、医疗保健、製造业、零售业、科技、公共产业、媒体和娱乐、服务业（此类别无细分）。

三大战略挑战对NDR产业的影响

颠覆性技术

原因

人工智慧为企业带来机会和挑战。
它使得不具备技术专长的骇客能够利用漏洞并造成重大损失。
同时，各组织可以利用人工智慧主动加强自身安全，填补人才缺口，并在网路安全方面获得战略优势。

弗罗斯特的观点

人工智慧的广泛影响正在推动各行各业和各个地区对非灾难识别解决方案的需求。

将 AI 整合到 NDR 生命週期中，可增强资产发现、漏洞侦测、回应、生产力和客户报告。
弗若斯特沙利文公司预测，未来五年内，人工智慧赋能的NDR解决方案产品将激增。

产业融合

原因

随着现代威胁环境迫使各组织采用全面的安全平台并最大限度地降低 IT 复杂性，网路安全正在不断整合。
这种转变将推动对能够提供全面威胁侦测和风险管理的先进整合工具的需求。

弗罗斯特的观点

随着各行各业的技术和系统不断融合，NDR 点解决方案必须不断发展，以应对日益复杂和不断扩大的攻击途径。
未来五年内，随着网路安全供应商将 NDR 功能商品化或自行开发，大多数 NDR 功能将商品化。
为了保持竞争力并防止客户流失，随着行业的融合，NDR 点解决方案供应商必须扩展其用例。

竞争加剧

原因

动态的威胁情势、创业投资的涌入、产业的融合以及监管正在推动 NDR 的采用。
利用开放原始码工具（Zeek、Suricata）降低开发成本，提供云端原生 NDR 解决方案的Start-Ups准入门槛较低。
这种便利性正在吸引更多来自邻近产业的供应商进入NDR领域。
现在几乎所有网路安全供应商都提供一定程度的 NDR 功能，从威胁侦测到回应。

弗罗斯特的观点

NDR 在应对云端迁移和物联网应用带来的不断扩大的攻击面方面发挥关键作用。
监管压力和网路安全公司的要求不断增加，这将推动各组织采用 NDR 的需求和竞争。
供应商需要拓展其应用场景，而且这种趋势将会持续下去，迫使单点解决方案供应商实现业务多元化，否则就会成为大规模产业参与者的收购目标。

成长要素

攻击面不断扩大，IT 系统日益复杂：随着企业采用云端运算、远端办公和物联网，攻击面已超越传统工具的监控范围。仅靠资产追踪已不再有效。网路侦测与回应 (NDR) 可在混合环境中提供即时网路可见度和行为分析，从而能够侦测绕过端点和日誌工具的进阶威胁。这使得 NDR 对于保护当今复杂、分散的 IT 环境至关重要。
威胁情势瞬息万变：勒索软体、国家级攻击和人工智慧驱动的威胁正以前所未有的规模和复杂性加速发展。攻击者利用横向移动和加密通讯，超越了传统终端安全工具的防御能力。网路侦测与回应 (NDR) 提供行为分析和网路层视觉性，能够即时侦测高阶攻击手段，因此对于防御不断扩展、易于存取且瞬息万变的威胁情势至关重要。
监管压力和合规要求：各国政府和监管机构正在推行更严格的安全标准，迫使企业加强检测能力。诸如《数位业务弹性法案》(DORA) 和《一般资料保护规则》(GDPR) 的修订等倡议，要求企业在整个数位环境中拥有可验证的安全控制措施和可视性。网路侦测与回应 (NDR) 透过提供持续监控、进阶检测和可操作的洞察，协助企业满足不断变化的合规要求，并规避监管风险。
技术进步：人工智慧在加速网路威胁规模化和复杂性提升的同时，也增强了网路侦测与回应 (NDR) 的能力。现代 NDR 平台整合了人工智慧，能够关联网路、终端和云端环境中的数据，从而提供更丰富的上下文资讯并加快检测速度。这使得 NDR 成为更有效的解决方案，更符合其最初的目标：即时、智慧和全面的网路防御。
安全成熟度提升：随着组织规模的扩大和安全意识的增强，它们在工具、人才和预防措施方面的投入也不断增加。这种转变推动了对网路侦测与回应 (NDR) 等高阶解决方案的需求。面对日益严峻的网路安全威胁和监管要求，组织正将即时检测与回应作为其资讯安全战略的核心要素。

成长限制因素

市场困惑：许多组织仍然不清楚 NDR 与 IDS、EDR 甚至 XDR 之间的区别。决策者常常质疑，如果他们已经部署了防火墙和终端安全工具，是否还需要 NDR。这种困惑会延缓 NDR 的普及，并降低其投资的迫切性。
预算限制：儘管网路安全预算呈上升趋势，但各组织不得不将资源分配到资料、云端和网路安全等相互竞争的优先事项上。非灾难復原 (NDR) 与这些领域直接争夺资金，而云端和资料安全通常被认为更为紧迫，从而限制了用于专门的 NDR 解决方案的预算。
服务蚕食：随着越来越多的组织将保全行动给託管侦测与回应 (MDR) 或资安管理服务供应商 (MSSP)，独立网路侦测与回应 (NDR) 的直接市场正在萎缩。许多企业不再部署内部 NDR 平台，而是依赖将网路视觉性功能捆绑到综合服务中的託管服务提供者。这种趋势减少了 NDR 供应商的商机，尤其是在网路侦测成为后台功能而非独立投资的情况下。
平台整合、商品化和同质化：像 XDR 和 SIEM 这样的大型平台正在整合 NDR 功能。随着这些平台的演进，许多组织更倾向于使用单一整合的解决方案，而不是多个独立的独立产品。这种整合趋势对独立的 NDR 供应商提出了挑战，除非他们提供独特的功能或卓越的整合能力，否则很难证明自身的价值。

竞争环境

竞争对手数量
- 超过25家供应商，年收入均超过100万美元
竞争因素
- 成本、支援系统、客户关係、检验能力、扫描性能、扫描频率、集成
主要终端用户产业
- 银行与金融、政府、科技、服务、製造业
主要竞争对手
- Cisco、Fortinet、Darktrace、Trend Micro、ExtraHop
前五大公司营收份额（2024 年）
- 68.8%
其他值得关注的竞争对手
- Vectra AI、Corelight、Arista、Hillstone Networks
流通结构
- 直销、经销商通路、经销商、MSSP
重大併购
- Darktrace 收购 Cado Security（2025 年）；思科收购 Splunk（2024 年）；Fortinet 收购 Gigamon 的 ThreatInsight NDR 解决方案（2023 年）

The need for NDR has grown far beyond basic perimeter defense and legacy intrusion detection. Today, NDR is a critical layer of cybersecurity, enabling organizations to detect, investigate, and respond to threats that evade traditional tools. As businesses accelerate cloud adoption, expand remote work, and embrace IoT and AI, network environments have become more dynamic and complex-creating blind spots that attackers exploit through encrypted traffic, lateral movement, and sophisticated techniques.

Relying solely on endpoint security and firewalls is no longer effective as threat actors bypass legacy defenses with ease. With breach costs continuing to rise, organizations need deep, real-time visibility into both east-west and north-south traffic to uncover hidden threats before financial and operational damage occurs. Modern NDR solutions provide this visibility through advanced behavioral analytics, AI-driven anomaly detection, and proactive threat hunting, helping reduce false positives and speed response times. NDR also works alongside endpoint detection and response (EDR), extended detection and response (XDR), and security information and event management (SIEM) to deliver an integrated, holistic defense.

The global NDR market is expanding rapidly, driven by demand for continuous monitoring, inspection of encrypted traffic, and rising investments in AI and ML. North America leads the market, followed by Europe, the Middle East, Africa (EMEA), and Asia-Pacific (APAC), while Latin America (LATAM) remains relatively untapped and offers strong growth opportunities.

In summary, NDR has become fundamental to a proactive and resilient cybersecurity posture. As threats grow more advanced and attack surfaces multiply, organizations across finance, government, healthcare, and technology will increasingly rely on NDR for the visibility, speed, and confidence required to defend critical assets and reduce risk.

Revenue Forecast

The revenue estimate for the base year is $2,615.2 million, with a CAGR of 23.1% for the study period from 2024 to 2029.

Scope of Analysis

NDR continuously monitors network traffic to detect, investigate, and respond to both known and unknown threats in real time across hybrid and cloud environments.
The NDR market includes several types of vendors, including pure-play NDR providers, large security platform vendors, network infrastructure providers, and extended detection and response (XDR) providers that combine endpoint and network detection.
As demand for deeper visibility and faster threat response grows, adjacent vendors such as security information and event management (SIEM), security orchestration, automation, and response (SOAR), and firewall providers increasingly integrate NDR features into their offerings.
Industry discussions often group NDR with XDR because of overlapping functions, but Frost & Sullivan focuses specifically on NDR in this study to highlight its unique growth opportunities and innovation trends. Related Frost & Sullivan studies cover SIEM, endpoint detection and response (EDR), and SOAR.
This study provides additional revenue breakdown and forecast by the following segments:

Geographic Coverage

Global
Study Period
2021-2029
Base Year
2024
Forecast Period
2025-2029
Monetary Unit
US Dollars
Geography: North America (NA); Latin America (LATAM); Europe, the Middle East, and Africa (EMEA); and Asia-Pacific (APAC).
Business Sizes: Large (>5,000 employees), midsized (1,001-4,999 employees), and small and medium-sized businesses (SMBs) (1-1,000 employees).
Industry Verticals: Banking/finance, education, government, healthcare/medical, manufacturing, retail, technology, utilities, media/entertainment, and services (no breakdown for this category).

The Impact of the Top 3 Strategic Imperatives on the NDR Industry

Disruptive Technologies

Why

AI creates both opportunities and challenges for businesses.
It empowers hackers without technical expertise to exploit vulnerabilities and cause significant damage.
At the same time, organizations can use AI to proactively strengthen security, bridge talent gaps, and gain a strategic advantage in cybersecurity.

Frost Perspective

AI's ubiquitous influence drives demand for NDR solutions across industries and regions.

Integrating AI into the NDR life cycle strengthens asset discovery, vulnerability detection, response, productivity, and customer reporting.
Frost & Sullivan expects AI-enabled NDR offerings to surge over the next 5 years.

Industry Convergence

Why

Cybersecurity continues to converge as the modern threat landscape pushes organizations to adopt holistic security platforms while minimizing IT complexity.
This shift will drive demand for advanced, integrated tools that deliver comprehensive threat detection and risk management.

Frost Perspective

As technologies and systems integrate across industries, NDR point solutions must evolve to manage increasingly complex and expansive attack vectors.
Within the next 5 years, most NDR capabilities will commoditize as cybersecurity vendors commoditize or build them.
To stay competitive and reduce customer churn, NDR point solution providers must expand their use cases in line with industry convergence.

Competitive Intensity

Why

The dynamic threat landscape, venture capital injections, industry convergence, and regulations drive NDR adoption.
Start-ups offering cloud-native NDR solutions face a low barrier to entry by leveraging open-source tools (Zeek, Suricata) to cut development costs.
This accessibility attracts more vendors from adjacent sectors into the NDR arena.
Nearly all cybersecurity vendors now deliver some level of NDR capability, ranging from threat detection to response.

Frost Perspective

NDR plays a crucial role in addressing the expanding attack surface created by cloud migration and IoT adoption.
Growing regulatory pressure and requirements from cybersecurity firms will push organizations to adopt NDR, boosting both demand and competition.
Vendors will need to expand their use cases, and this trend will continue, leading point solution providers to diversify or be acquired by larger industry players.

Growth Drivers

Increased Attack Surface and IT Complexity: As organizations adopt cloud, remote work, and IoT, their attack surface grows beyond what traditional tools can monitor. Tracking assets alone is no longer effective. NDR delivers real-time, network-wide visibility and behavioral analytics across hybrid environments, enabling detection of advanced threats that bypass endpoint or log-based tools. This makes NDR critical for securing today's complex and distributed IT landscapes.
The Dynamic Threat Landscape: Ransomware, nation-state attacks, and AI-driven threats are accelerating in scale and sophistication. Attackers exploit lateral movement and encrypted traffic, leaving traditional endpoint tools unable to keep up. NDR provides the behavioral analysis and network-layer visibility needed to detect advanced tactics in real time, making it essential for defending against a growing, accessible, and constantly shifting threat landscape.
Regulatory Pressure and Compliance Requirements: Governments and regulatory bodies are enforcing stricter security standards that push organizations to strengthen their detection capabilities. Frameworks like Digital Operational Resilience Act (DORA) and updates to General Data Protection Regulation (GDPR) require demonstrable security controls and visibility across the digital environment. NDR supports compliance by delivering continuous monitoring, advanced detection, and actionable insights across networks, helping organizations meet these evolving requirements and avoid regulatory risk.
Technological Advancements: While AI accelerates the scale and sophistication of cyber threats, it also strengthens the power of NDR. Modern NDR platforms integrate AI to correlate data across networks, endpoints, and cloud environments, delivering richer context and faster detection. This makes NDR more effective and aligned with its original purpose-providing intelligent and holistic network defense in real time.
Rising Security Maturity: As organizations grow and gain more security awareness, they are increasingly invested in tools, talent, and proactive practices. This shift boosts demand for advanced solutions like NDR. With rising cybersecurity disturbances and regulatory demands, organizations are prioritizing real-time detection and response as core elements of their information security strategy.

Growth Restraints

Market Confusion: Many organizations still lack a clear understanding of NDR and how it differs from IDS, EDR, or even XDR. Decision makers often question the need for NDR if they already have firewalls or endpoint tools. This confusion slows adoption and reduces the perceived urgency of investing in NDR.
Budget Constraints: Even with growing cybersecurity budgets, organizations must split resources across competing priorities such as data, cloud, and network security. NDR directly competes with these domains for funding, and in many cases, cloud and data security are seen as more urgent, limiting budget for dedicated NDR solutions.
Service Cannibalization: As more organizations outsource security operations to managed detection and response (MDR) or managed security service providers (MSSPs), the direct market for standalone NDR shrinks. Instead of deploying an in-house NDR platform, many companies rely on managed providers that bundle network visibility into broader services. This trend reduces revenue opportunities for NDR vendors, especially when network detection becomes a background feature rather than a distinct investment.
Platform Absorption, Commoditization, and Homogenization: Larger platforms like XDR and SIEM are absorbing NDR features. As these platforms evolve, many organizations prefer a single consolidated solution over multiple point products. This consolidation challenges standalone NDR vendors to justify their value unless they deliver unique capabilities or superior integration.

Competitive Environment

Number of Competitors
- More than 25 with revenue greater than $1 million
Competitive Factors
- Cost, support, customer relationships, validation capabilities, scanning performance, scanning frequency, and integrations
Key End-User Industry Verticals
- Banking/finance, government, technology, services, manufacturing
Leading Competitors
- Cisco, Fortinet, Darktrace, Trend Micro, ExtraHop
Revenue Share of Top 5 Competitors (2024)
- 68.8%
Other Notable Competitors
- Vectra AI, Corelight, Arista, Hillstone Networks
Distribution Structure
- Direct sales, reseller channel, distributor, MSSPs
Notable Acquisitions and Mergers
- Darktrace acquiring Cado Security (2025); Cisco acquiring Splunk (2024); Fortinet acquiring Gigamon's ThreatInsight NDR solution (2023)