军用光电/红外线 (EO/IR) 系统市场机会、成长动力、产业趋势分析与预测 2025 - 2034

2024 年全球军用光电/红外线 (EO/IR) 系统市场价值为 84 亿美元，预计 2025 年至 2034 年期间的复合年增长率为 3.8%。这一增长是由对先进监视系统（尤其是专注于情报、监视和侦察 (ISR) 的系统）的需求不断增长所推动的增长所推动的系统）。现代武装部队严重依赖光电/红外线技术来监视大片领土、识别新出现的威胁并收集关键情报。这些系统在保护军事人员和确保作战成功方面发挥着至关重要的作用。随着即时威胁侦测需求的不断升级，军队正在优先开发和整合先进的 EO/IR 解决方案，这对于增强态势感知、战略规划和战术决策至关重要。

EO/IR 系统使军事人员能够以无与伦比的精度追踪目标并评估威胁，即使在夜间或恶劣天气等恶劣条件下也是如此。它们提供即时成像和资料分析的能力对于现代军事行动至关重要，可在复杂的战斗环境中提供技术优势。随着这些系统的不断进步，包括人工智慧整合和改进的成像技术，EO/IR 解决方案正在不断发展，以满足陆地、空中和海军平台的多样化需求。这一趋势反映了这些系统对于在迅速变化的作战情况下保持作战优势的重要性日益增加。

电光 (EO) 系统领域占据主导地位，到 2024 年贡献率为 42.4%。 EO 系统可以捕捉可见光和近红外光，即使在低光源条件下也能提供清晰的影像，这对于各种军事行动来说非常有用。 EO 技术的发展继续专注于提高解析度、范围和处理速度，未来的进步可能包括配备增强决策能力的更多自主系统。

陆地平台上的 EO/IR 系统市场预计将以最快的速度成长，预测期内的复合年增长率为 4.3%。这些系统安装在坦克和装甲运兵车等军用车辆上，以增强地面监视和作战效能。 EO/IR 技术使军队能够探测远距离和多样化环境中的威胁，从而提高战场意识和安全性。陆基 EO/IR 系统的持续发展强调更轻的设计、更好的耐用性和人工智慧驱动的分析，以确保更快、更准确的威胁侦测和回应。

预计北美将引领市场，到 2034 年市场规模将超过 41 亿美元。重点是融入人工智慧、提高态势感知能力以及开发用于联合作战的多平台系统。加强网路安全措施和升级现有平台也是确保军队做好应对新兴威胁的准备的关键优先事项。

目录

第 1 章：方法论与范围

• 市场范围和定义
• 基础估算与计算
• 预测计算
• 资料来源
  • 基本的
  • 次要
    • 付费来源
    • 公共资源

第 2 章：执行摘要

第 3 章：产业洞察

• 产业生态系统分析
  • 影响价值链的因素
  • 利润率分析
  • 中断
  • 未来展望
  • 製造商
  • 经销商
• 供应商概况
• 利润率分析
• 重要新闻及倡议
• 监管格局
• 衝击力
  • 成长动力
    • 对情报、监视和侦察 (ISR) 的需求日益增长
    • 对高阶态势感知的需求日益增加
    • 先进技术开发
    • 无人机（UAV）或无人驾驶飞机的使用日益增多
    • 军队现代化
  • 产业陷阱与挑战
    • EO/IR 系统与多种平台整合的复杂性
    • 开发和生产成本高
• 成长潜力分析
• 波特的分析
• PESTEL 分析

第四章：竞争格局

• 介绍
• 公司市占率分析
• 竞争定位矩阵
• 战略展望矩阵

第 5 章：市场估计与预测：按冷却技术，2021 年至 2034 年

• 主要趋势
• 冷却
• 非製冷

第 6 章：市场估计与预测：按感测器技术，2021 年至 2034 年

• 主要趋势
• 凝视感测器
• 扫描感应器

第 7 章：市场估计与预测：按影像技术，2021 年至 2034 年

• 主要趋势
• 电光（EO）系统
• 红外线（IR）系统
• 高光谱和多光谱系统

第 8 章：市场估计与预测：按产品类型，2021-2034 年

• 主要趋势
• 手持系统
• 光电/红外线有效载荷

第 9 章：市场估计与预测：按平台，2021-2034 年

• 主要趋势
• 土地
  • 车载
  • 战斗车辆
  • 无人地面车辆（UGV）
  • 士兵系统
• 空降
  • 攻击直升机
  • 军用机
  • 战斗机
  • 运输飞机
  • 特殊任务飞机
  • 无人驾驶飞行器（UAV）
• 海军
  • 战斗舰
  • 无人水面舰艇（USV）

第 10 章：市场估计与预测：按应用，2021 年至 2034 年

• 主要趋势
• 情报、监视和侦察 (ISR)
• 定位
• 态势感知
• 导航
• 其他的

第 11 章：市场估计与预测：按销售点，2021 年至 2034 年

• 主要趋势
• OEM
• 售后市场

第 12 章：市场估计与预测：按地区，2021 年至 2034 年

• 主要趋势
• 北美洲
  • 我们
  • 加拿大
• 欧洲
  • 英国
  • 德国
  • 法国
  • 义大利
  • 西班牙
  • 俄罗斯
• 亚太地区
  • 中国
  • 印度
  • 日本
  • 韩国
  • 澳洲
• 拉丁美洲
  • 巴西
  • 墨西哥
• 中东及非洲
  • 南非
  • 沙乌地阿拉伯
  • 阿联酋

第 13 章：公司简介

• Aselsan AS
• BAE Systems plc
• CONTROP Precision Technologies Ltd.
• Elbit Systems Ltd.
• Excelitas Technologies Corp.
• Hensoldt AG
• Indra Sistemas, SA
• Israel Aerospace Industries
• L3Harris Technologies, Inc.
• Leonardo SpA
• Lockheed Martin Corporation
• Northrop Grumman
• Rafael Advanced Defense Systems Ltd.
• Rheinmetall AG
• Safran SA
• Teledyne FLIR LLC
• Textron Systems
• Thales Group
• Ultra Electronics Holdings plc

The Global Military Electro-Optics/Infrared (EO/IR) Systems Market was valued at USD 8.4 billion in 2024 and is anticipated to grow at a CAGR of 3.8% from 2025 to 2034. This growth is driven by increasing demand for advanced surveillance systems, particularly those focused on Intelligence, Surveillance, and Reconnaissance (ISR). Modern armed forces rely heavily on EO/IR technologies to monitor large territories, identify emerging threats, and gather critical intelligence. These systems play a vital role in safeguarding military personnel while ensuring operational success. As the need for real-time threat detection escalates, military forces are prioritizing the development and integration of advanced EO/IR solutions, which are crucial for enhancing situational awareness, strategic planning, and tactical decision-making.

EO/IR systems enable military personnel to track targets and assess threats with unparalleled precision, even in adverse conditions such as nighttime or bad weather. Their ability to offer real-time imaging and data analysis is integral to modern military operations, providing a technological edge in complex combat environments. With ongoing advancements in these systems, including artificial intelligence integration and improved imaging technologies, EO/IR solutions are evolving to meet the diverse needs of land, airborne, and naval platforms. This trend reflects the growing importance of these systems for maintaining operational superiority in rapidly changing combat situations.

The electro-optical (EO) systems segment holds a dominant market share, contributing 42.4% in 2024. These systems are critical for military applications, offering high-definition imaging capabilities for reconnaissance, target identification, and surveillance. EO systems capture both visible and near-infrared light to provide clear images even in low-light conditions, making them invaluable for various military operations. The development of EO technology continues to focus on improving resolution, range, and processing speeds, with future advancements likely to include more autonomous systems equipped with enhanced decision-making capabilities.

The market for EO/IR systems on land platforms is expected to grow at the fastest rate, with a CAGR of 4.3% during the forecast period. These systems are installed on military vehicles, such as tanks and armored personnel carriers, to enhance ground surveillance and operational effectiveness. EO/IR technology enables military forces to detect threats over long distances and in diverse environments, improving battlefield awareness and safety. The ongoing evolution of land-based EO/IR systems emphasizes lighter designs, better durability, and AI-driven analysis, ensuring faster and more accurate threat detection and response.

North America is predicted to lead the market, reaching over USD 4.1 billion by 2034. The region's strong demand for advanced defense and surveillance technologies is fueled by significant investments in military modernization programs, particularly in the United States. The focus is on incorporating artificial intelligence, improving situational awareness, and developing multi-platform systems for joint operations. Enhancing cybersecurity measures and upgrading existing platforms are also key priorities to ensure military readiness against emerging threats.

Table of Contents

Chapter 1 Methodology & Scope

• 1.1 Market scope & definitions
• 1.2 Base estimates & calculations
• 1.3 Forecast calculations
• 1.4 Data sources
  • 1.4.1 Primary
  • 1.4.2 Secondary
    • 1.4.2.1 Paid sources
    • 1.4.2.2 Public sources

Chapter 2 Executive Summary

• 2.1 Industry synopsis, 2021-2034

Chapter 3 Industry Insights

• 3.1 Industry ecosystem analysis
  • 3.1.1 Factor affecting the value chain
  • 3.1.2 Profit margin analysis
  • 3.1.3 Disruptions
  • 3.1.4 Future outlook
  • 3.1.5 Manufacturers
  • 3.1.6 Distributors
• 3.2 Supplier landscape
• 3.3 Profit margin analysis
• 3.4 Key news & initiatives
• 3.5 Regulatory landscape
• 3.6 Impact forces
  • 3.6.1 Growth drivers
    • 3.6.1.1 Growing need for Intelligence, Surveillance, and Reconnaissance (ISR)
    • 3.6.1.2 Increasing demand for advanced situational awareness
    • 3.6.1.3 Development of advanced technologies
    • 3.6.1.4 Growing use of unmanned aerial vehicles (UAVs) or drones
    • 3.6.1.5 Modernization of military forces
  • 3.6.2 Industry pitfalls & challenges
    • 3.6.2.1 Complexity involved in integration of EO/IR System with wide range of platforms
    • 3.6.2.2 High development and production costs
• 3.7 Growth potential analysis
• 3.8 Porter’s analysis
• 3.9 PESTEL analysis

Chapter 4 Competitive Landscape, 2024

• 4.1 Introduction
• 4.2 Company market share analysis
• 4.3 Competitive positioning matrix
• 4.4 Strategic outlook matrix

Chapter 5 Market Estimates & Forecast, By Cooling Technology, 2021-2034 (USD Million)

• 5.1 Key trends
• 5.2 Cooled
• 5.3 Uncooled

Chapter 6 Market Estimates & Forecast, By Sensor Technology, 2021-2034 (USD Million)

• 6.1 Key trends
• 6.2 Staring sensor
• 6.3 Scanning sensor

Chapter 7 Market Estimates & Forecast, By Imaging Technology, 2021-2034 (USD Million)

• 7.1 Key trends
• 7.2 Electro-optical (EO) systems
• 7.3 Infrared (IR) systems
• 7.4 Hyper-spectral and multi-spectral systems

Chapter 8 Market Estimates & Forecast, By Product Type, 2021-2034 (USD Million)

• 8.1 Key trends
• 8.2 Handheld system
• 8.3 EO/IR payload

Chapter 9 Market Estimates & Forecast, By Platform, 2021-2034 (USD Million)

• 9.1 Key trends
• 9.2 Land
  • 9.2.1 Vehicle-mounted
  • 9.2.2 Combat vehicles
  • 9.2.3 Unmanned Ground Vehicles (UGVs)
  • 9.2.4 Soldier system
• 9.3 Airborne
  • 9.3.1 Attack helicopters
  • 9.3.2 Military aircrafts
  • 9.3.3 Fighter aircraft
  • 9.3.4 Transport aircraft
  • 9.3.5 Special mission aircraft
  • 9.3.6 Unmanned Aerial Vehicles (UAVs)
• 9.4 Naval
  • 9.4.1 Combat ships
  • 9.4.2 Unmanned Surface Vehicles (USVs)

Chapter 10 Market Estimates & Forecast, By Application, 2021-2034 (USD Million)

• 10.1 Key trends
• 10.2 Intelligence, Surveillance, and Reconnaissance (ISR)
• 10.3 Targeting
• 10.4 Situational awareness
• 10.5 Navigation
• 10.6 Others

Chapter 11 Market Estimates & Forecast, By Point of Sale, 2021-2034 (USD Million)

• 11.1 Key trends
• 11.2 OEM
• 11.3 Aftermarket

Chapter 12 Market Estimates & Forecast, By Region, 2021-2034 (USD Million)

• 12.1 Key trends
• 12.2 North America
  • 12.2.1 U.S.
  • 12.2.2 Canada
• 12.3 Europe
  • 12.3.1 UK
  • 12.3.2 Germany
  • 12.3.3 France
  • 12.3.4 Italy
  • 12.3.5 Spain
  • 12.3.6 Russia
• 12.4 Asia Pacific
  • 12.4.1 China
  • 12.4.2 India
  • 12.4.3 Japan
  • 12.4.4 South Korea
  • 12.4.5 Australia
• 12.5 Latin America
  • 12.5.1 Brazil
  • 12.5.2 Mexico
• 12.6 MEA
  • 12.6.1 South Africa
  • 12.6.2 Saudi Arabia
  • 12.6.3 UAE

Chapter 13 Company Profiles

• 13.1 Aselsan A.S.
• 13.2 BAE Systems plc
• 13.3 CONTROP Precision Technologies Ltd.
• 13.4 Elbit Systems Ltd.
• 13.5 Excelitas Technologies Corp.
• 13.6 Hensoldt AG
• 13.7 Indra Sistemas, S.A.
• 13.8 Israel Aerospace Industries
• 13.9 L3Harris Technologies, Inc.
• 13.10 Leonardo S.p.A.
• 13.11 Lockheed Martin Corporation
• 13.12 Northrop Grumman
• 13.13 Rafael Advanced Defense Systems Ltd.
• 13.14 Rheinmetall AG
• 13.15 Safran SA
• 13.16 Teledyne FLIR LLC
• 13.17 Textron Systems
• 13.18 Thales Group
• 13.19 Ultra Electronics Holdings plc