军事人工智慧市场机会、成长动力、产业趋势分析及 2025 - 2034 年预测

2024 年全球军事人工智慧市场价值为 104 亿美元，预计 2025 年至 2034 年期间的复合年增长率为 13.4%。这种快速增长的动力来自于军事开支的增加以及对利用人工智慧快速分析大量资料的日益重视，使部队能够在行动期间做出明智的决策。世界各地的军队正在将人工智慧融入国防系统，以提高作战效率、缩短反应时间并提高决策准确性。人工智慧应用涵盖各个领域，从战斗和监视到物流和网路安全，即时洞察可以决定任务的成功。随着威胁变得越来越复杂和难以预测，对自适应和智慧系统的需求正在推动对可以简化国防行动和预测潜在威胁的人工智慧技术的投资。

随着国防组织致力于实现指挥中心现代化、优化资产利用率和加强安全协议，对人工智慧解决方案的需求日益增长。人工智慧能够自动化日常流程、侦测异常并预测战场资料模式，使军事人员能够更精确、更灵活地进行行动。此外，无人机、机器人车辆和无人地面系统等自主系统的兴起，正在加速采用基于人工智慧的技术，以增强监视、侦察和威胁缓解能力。这些进步减少了人为干预，降低了人员风险，同时改善了营运成果。军事组织正在积极探索网路防御中的人工智慧增强应用，以保护关键基础设施并在漏洞升级之前检测到潜在的漏洞。人工智慧应用的扩展正在推动全球市场向前发展，吸引了致力于加强国家安全的国防技术公司、政府和研究机构的兴趣。

市场分为硬体、软体和服务，其中硬体占有很大份额。 2024 年，硬体领域的价值将达到 42 亿美元，这得益于人们对自主无人机、战斗机器人和智慧武器等配备人工智慧的系统的日益依赖。这些技术需要先进的人工智慧演算法来完善导航系统、增强目标识别并提高即时威胁响应。随着自主军事平台的不断发展，对专门的人工智慧硬体的需求也在不断增长，这有助于实现更准确、更有效率的国防行动。

根据安装类型，市场还分为新安装和升级，预计到 2034 年新安装将产生 229 亿美元的市场规模。军事组织优先部署人工智慧驱动的系统，以实现其国防基础设施的现代化。新装置的需求源自于需要将尖端人工智慧功能整合到现有的指挥中心和国防资产中，以增强整体性能和态势感知能力。国防承包商正在将人工智慧功能融入各种军事平台，包括战斗机和装甲车，以满足现代战争不断变化的需求。

2024年美国军事人工智慧市场价值为37亿美元，反映了美国在国防应用人工智慧创新方面的领导地位。美国军方仍然处于人工智慧融合的前沿，国防科技公司和人工智慧平台之间的广泛合作推动了突破性解决方案的发展。美国军事行动中越来越多地采用人工智慧，这增强了国防系统的效力，并改变了全球军事战略的规划和执行方式。

目录

第一章：方法论与范围

第二章：执行摘要

第三章：行业洞察

• 产业生态系统分析
• 产业衝击力
  • 成长动力
    • 军费开支增加
    • 战术无人机系统（UAS）的进步
    • 对自主军事系统的需求不断增长
    • 人工智慧网路安全解决方案的进步
    • 人工智慧在监视和侦察领域的应用日益广泛
  • 产业陷阱与挑战
    • 人工智慧开发和实施成本高昂
    • 与传统军事系统的整合挑战
• 成长潜力分析
• 监管格局
• 技术格局
• 未来市场趋势
• 差距分析
• 波特的分析
• PESTEL分析

第四章：竞争格局

• 介绍
• 公司市占率分析
• 主要市场参与者的竞争分析
• 竞争定位矩阵
• 策略仪表板

第五章：市场估计与预测：按供应量，2021 - 2034 年

• 主要趋势
• 硬体
• 软体
  • 云
  • 本地
• 服务
  • 部署与集成
  • 升级和维护
  • 软体支援
  • 其他的

第六章：市场估计与预测：按安装类型，2021 - 2034 年

• 主要趋势
• 新安装
• 升级

第七章：市场估计与预测：按技术，2021 - 2034 年

• 主要趋势
• 机器学习
• 自然语言处理
• 情境感知计算
• 电脑视觉
• 智慧虚拟代理（Iva）/虚拟代理
• 其他的

第八章：市场估计与预测：按应用，2021 - 2034 年

• 主要趋势
• 作战平台
• 网路安全
• 物流与运输
• 监视和态势感知
• 命令与控制
• 战场医疗保健
• 模拟与训练
• 威胁侦测
• 资讯处理
• 其他的

第九章：市场估计与预测：按平台，2021 - 2034 年

• 主要趋势
• 空降
  • 战斗机
  • 特殊任务飞机
  • 直升机
  • 无人机（UAV）
• 土地
  • 军用战车（MFV）
  • 无人地面车辆（UGV）
  • 武器系统
  • 总部和指挥中心
  • 徒步士兵系统
• 海军
  • 船舶
  • 潜水艇
  • 无人驾驶船舶（UMV）
• 空间
  • 立方体卫星
  • 卫星

第十章：市场估计与预测：按地区，2021 - 2034 年

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

第 11 章：公司简介

• BAE Systems
• Boeing
• CACI International
• General Dynamics
• IBM
• L3Harris Technologies
• Leonardo
• Lockheed Martin
• Northrop Grumman
• Nvidia
• Palantir Technologies
• Rafael Advanced Defense Systems
• Raytheon Technologies
• Saab
• Safran
• Thales

The global artificial intelligence in military market was valued at USD 10.4 billion in 2024 and is projected to grow at a CAGR of 13.4% between 2025 and 2034. This rapid growth is fueled by increased military spending and a rising emphasis on utilizing AI to analyze vast amounts of data swiftly, enabling forces to make informed decisions during operations. Militaries worldwide are integrating AI into defense systems to enhance operational efficiency, reduce response times, and improve decision-making accuracy. AI applications span various domains, from combat and surveillance to logistics and cybersecurity, where real-time insights can determine mission success. As threats become more complex and unpredictable, the need for adaptive and intelligent systems is driving investments in AI technologies that can streamline defense operations and anticipate potential threats.

AI-powered solutions are increasingly in demand as defense organizations aim to modernize their command centers, optimize asset utilization, and strengthen security protocols. AI's ability to automate routine processes, detect anomalies, and predict patterns in battlefield data empowers military personnel to operate with greater precision and agility. Moreover, the rise of autonomous systems, including drones, robotic vehicles, and unmanned ground systems, is accelerating the adoption of AI-based technologies that enhance surveillance, reconnaissance, and threat mitigation capabilities. These advancements reduce human intervention and lower the risk to personnel while improving operational outcomes. Military organizations are actively exploring AI-enhanced applications in cyber defense to safeguard critical infrastructure and detect potential breaches before they escalate. This expansion of AI applications is propelling the global market forward, attracting interest from defense technology firms, governments, and research institutions focused on strengthening national security.

The market is segmented into hardware, software, and services, with hardware accounting for a significant share. In 2024, the hardware segment was valued at USD 4.2 billion, driven by the growing reliance on AI-equipped systems such as autonomous drones, combat robots, and smart weaponry. These technologies require advanced AI algorithms to refine navigation systems, enhance target identification, and improve real-time threat response. As autonomous military platforms continue to evolve, the need for specialized AI-enabled hardware is rising, contributing to more accurate and efficient defense operations.

The market is also categorized by installation type into new installations and upgrades, with new installations expected to generate USD 22.9 billion by 2034. Military organizations are prioritizing the deployment of AI-driven systems to modernize their defense infrastructure. The demand for new installations stems from the need to integrate cutting-edge AI capabilities into existing command centers and defense assets, enhancing overall performance and situational awareness. Defense contractors are responding by incorporating AI features into various military platforms, including fighter jets and armored vehicles, to meet the evolving needs of modern warfare.

The U.S. artificial intelligence in military market was valued at USD 3.7 billion in 2024, reflecting the country's leadership in AI innovation for defense applications. The U.S. military remains at the forefront of AI integration, with extensive collaboration between defense technology firms and AI platforms driving the development of groundbreaking solutions. The increasing adoption of AI across U.S. military operations is enhancing the effectiveness of defense systems and transforming the way military strategies are planned and executed globally.

Table of Contents

Chapter 1 Methodology and Scope

• 1.1 Market scope and definitions
• 1.2 Research design
  • 1.2.1 Research approach
  • 1.2.2 Data collection methods
• 1.3 Base estimates and calculations
  • 1.3.1 Base year calculation
  • 1.3.2 Key trends for market estimation
• 1.4 Forecast model
• 1.5 Primary research and validation
  • 1.5.1 Primary sources
  • 1.5.2 Data mining sources

Chapter 2 Executive Summary

• 2.1 Industry 360° synopsis

Chapter 3 Industry Insights

• 3.1 Industry ecosystem analysis
• 3.2 Industry impact forces
  • 3.2.1 Growth drivers
    • 3.2.1.1 Rising military spending
    • 3.2.1.2 Advancement in tactical unmanned aircraft systems (UAS)
    • 3.2.1.3 Growing demand for autonomous military systems
    • 3.2.1.4 Advancements in AI-powered cybersecurity solutions
    • 3.2.1.5 Increasing deployment of AI in surveillance and reconnaissance
  • 3.2.2 Industry pitfalls and challenges
    • 3.2.2.1 High costs of ai development and implementation
    • 3.2.2.2 Integration challenges with legacy military systems
• 3.3 Growth potential analysis
• 3.4 Regulatory landscape
• 3.5 Technology landscape
• 3.6 Future market trends
• 3.7 Gap 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 analysis of major market players
• 4.4 Competitive positioning matrix
• 4.5 Strategy dashboard

Chapter 5 Market Estimates and Forecast, By Offering, 2021 - 2034 ($ Mn)

• 5.1 Key trends
• 5.2 Hardware
• 5.3 Software
  • 5.3.1 Cloud
  • 5.3.2 On-premises
• 5.4 Services
  • 5.4.1 Deployment & integration
  • 5.4.2 Upgrades & maintenance
  • 5.4.3 Software support
  • 5.4.4 Others

Chapter 6 Market Estimates and Forecast, By Installation Type, 2021 - 2034 ($ Mn)

• 6.1 Key trends
• 6.2 New installation
• 6.3 Upgradation

Chapter 7 Market Estimates and Forecast, By Technology, 2021 - 2034 ($ Mn)

• 7.1 Key trends
• 7.2 Machine learning
• 7.3 Natural language processing
• 7.4 Context-aware computing
• 7.5 Computer vision
• 7.6 Intelligent virtual agent (Iva) /virtual agents
• 7.7 Others

Chapter 8 Market Estimates and Forecast, By Application, 2021 - 2034 ($ Mn)

• 8.1 Key trends
• 8.2 Warfare platforms
• 8.3 Cybersecurity
• 8.4 Logistics & transportation
• 8.5 Surveillance & situational awareness
• 8.6 Command & control
• 8.7 Battlefield healthcare
• 8.8 Simulation & training
• 8.9 Threat detection
• 8.10 Information processing
• 8.11 Others

Chapter 9 Market Estimates and Forecast, By Platform, 2021 - 2034 ($ Mn)

• 9.1 Key trends
• 9.2 Airborne
  • 9.2.1 Fighter aircraft
  • 9.2.2 Special mission aircraft
  • 9.2.3 Helicopters
  • 9.2.4 Unmanned aerial vehicles (UAV)
• 9.3 Land
  • 9.3.1 Military fighting vehicles (MFV)
  • 9.3.2 Unmanned ground vehicles (UGV)
  • 9.3.3 Weapons systems
  • 9.3.4 Headquarter & command centers
  • 9.3.5 Dismounted soldier systems
• 9.4 Naval
  • 9.4.1 Ships
  • 9.4.2 Submarines
  • 9.4.3 Unmanned marine vehicles (UMVs)
• 9.5 Space
  • 9.5.1 CubeSats
  • 9.5.2 Satellites

Chapter 10 Market Estimates and Forecast, By Region, 2021 - 2034 ($ Mn)

• 10.1 Key trends
• 10.2 North America
  • 10.2.1 U.S.
  • 10.2.2 Canada
• 10.3 Europe
  • 10.3.1 Germany
  • 10.3.2 UK
  • 10.3.3 France
  • 10.3.4 Spain
  • 10.3.5 Italy
  • 10.3.6 Netherlands
• 10.4 Asia Pacific
  • 10.4.1 China
  • 10.4.2 India
  • 10.4.3 Japan
  • 10.4.4 Australia
  • 10.4.5 South Korea
• 10.5 Latin America
  • 10.5.1 Brazil
  • 10.5.2 Mexico
  • 10.5.3 Argentina
• 10.6 Middle East and Africa
  • 10.6.1 Saudi Arabia
  • 10.6.2 South Africa
  • 10.6.3 UAE

Chapter 11 Company Profiles

• 11.1 BAE Systems
• 11.2 Boeing
• 11.3 CACI International
• 11.4 General Dynamics
• 11.5 IBM
• 11.6 L3Harris Technologies
• 11.7 Leonardo
• 11.8 Lockheed Martin
• 11.9 Northrop Grumman
• 11.10 Nvidia
• 11.11 Palantir Technologies
• 11.12 Rafael Advanced Defense Systems
• 11.13 Raytheon Technologies
• 11.14 Saab
• 11.15 Safran
• 11.16 Thales