红外线搜寻与追踪 (IRST) 系统市场机会、成长动力、产业趋势分析及 2025 - 2034 年预测

2024 年全球红外线搜寻与追踪系统市场规模为 65 亿美元，预计到 2034 年将以 6.2% 的复合年增长率成长，达到 118 亿美元。对先进被动监视系统日益增长的需求是推动这项扩张的关键因素之一。与传统的基于雷达的系统不同，IRST 系统无需主动发射讯号即可隐身探测和监视空中和海上威胁，使其成为下一代国防平台的重要工具。随着无人驾驶和遥控平台在各种国防行动中的重要性日益提升，IRST 技术的应用正在迅速扩大。将这些系统整合到空中和海军载具中正在改变现代监视策略，预计在未来几年仍将是市场发展的主要驱动力。

历届政府的贸易政策，尤其是川普时期征收的关税，给国防和航太领域带来了成本压力。这些额外支出不仅推高了关键零件和材料的价格，还扰乱了製造业生态系统。因此，IRST系统製造商正在重新评估其采购和供应链模式，寻求更具成本效益和可靠性的采购管道。全球贸易不确定性的普遍环境，使得一些投资者不愿投入大规模IRST项目，由此产生的连锁反应，暂时减缓了某些领域的创新和部署进度。

市场依平台分为机载、海军、陆基和其他。 2024年，机载市场以42.1%的份额领先，预计在整个预测期内将保持领先地位。机载IRST系统的主导地位源自于全球日益重视提高空中战备和作战优势。随着新威胁的不断演变，传统雷达系统面临越来越大的局限性，尤其是在面对隐形技术时。对静默追踪、远端探测和精确目标捕获的需求促使国防机构为先进飞机配备最先进的IRST解决方案。

按最终用户分析，市场可分为军事和国防以及民用和商用。预计到2034年，民用和商用领域的市场价值将达到42亿美元。随着关键基础设施和公共安全面临的威胁日益增加，民用领域对被动追踪解决方案的需求也不断增长。机场和其他交通枢纽正在越来越多地探索IRST技术，以探测未经授权的飞行物体并增强空域安全。同时，参与海上作业的行业正在采用这些系统来谨慎地监视高风险区域，利用被动探测能力在不引起注意的情况下提供预警。

从地理上看，美国在北美红外线追踪与侦察（IRST）市场占据重要地位，预计到2034年市场规模将达到43亿美元。美国注重战略国防发展和维持全球优势，推动了对先进监视系统的需求，尤其是被动红外线追踪解决方案。为了因应竞争对手在隐身技术方面的进步，美国优先投资于有人和无人国防平台上的红外线追踪与侦察（IRST）系统。将这些技术整合到新一代空战项目的努力，进一步增强了国内市场前景。

IRST 系统市场竞争异常激烈，既有老牌国防承包商，也有新兴科技公司，都在为创新贡献力量。排名前五的市场领导者占据了 65% 至 70% 的市场份额，他们凭藉在红外线光学、探测演算法和系统整合方面的深厚专业知识，不断提升市场竞争力。这些关键参与者正在推动下一代技术的发展，以增强目标捕获、追踪精度和态势感知能力。为了保持领先地位，许多公司正在国防供应链内建立战略合作伙伴关係，整合资源，以加速先进 IRST 能力的开发和部署。

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
• 川普政府关税分析
  • 对贸易的影响
    • 贸易量中断
    • 报復措施
  • 对产业的影响
    • 供给侧影响（关键组成部分）
      • 主要材料价格波动
      • 供应链重组
      • 生产成本影响
    • 需求面影响（售价）
      • 价格传导至终端市场
      • 市占率动态
      • 消费者反应模式
  • 受影响的主要公司
  • 策略产业反应
    • 供应链重组
    • 定价和产品策略
    • 政策参与
  • 展望与未来考虑
• 产业衝击力
  • 成长动力
    • 应对隐形威胁的被动监视系统需求不断增长
    • 增加对下一代战斗机和海军现代化项目的投资
    • 红外线感测器技术和人工智慧驱动的追踪能力的快速进步
    • 无人机 (UAV) 和海军舰艇越来越多地采用 IRST 系统
    • 地缘政治紧张局势加剧，全球国防预算扩张
  • 产业陷阱与挑战
    • 先进IRST系统的开发和整合成本高昂
    • 确保在各种天气和混乱环境下的准确性的技术挑战
    • 开发和认证成本高
• 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：按平台，2021 年至 2034 年

• 主要趋势
• 空降
  • 军用机
    • 教练机
    • 战斗机
    • 特殊任务飞机
  • 无人机（UAV）
• 海军
  • 近海巡逻舰（OPV）
  • 驱逐舰
  • 护卫舰
  • 两栖战舰
  • 轻巡洋舰
  • 快速攻击艇（FAC）
  • 巡洋舰
  • 航空母舰
• 土地
• 其他的

第六章：市场估计与预测：依最终用途，2021 年至 2034 年

• 主要趋势
• 民事及商业
• 军事与国防

第七章：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
  • 德国
  • 英国
  • 法国
  • 西班牙
  • 义大利
  • 荷兰
• 亚太地区
  • 中国
  • 印度
  • 澳洲
  • 韩国
  • 日本
• 拉丁美洲
  • 巴西
  • 墨西哥
  • 阿根廷
• 中东和非洲
  • 沙乌地阿拉伯
  • 阿联酋
  • 南非

第八章：公司简介

• Aselsan AS
• Grupo Oesia
• Hanwha Systems Co., Ltd.
• HGH Systemes Infrarouges
• Leonardo SPA
• Lockheed Martin Corporation
• Northrop Grumman Corporation
• Rheinmetall AG
• Safran SA
• Thales Group
• Tonbo Imaging Private Limited

The Global Infrared Search and Track System Market was valued at USD 6.5 billion in 2024 and is estimated to grow at a CAGR of 6.2% to reach USD 11.8 billion by 2034. The increasing need for advanced passive surveillance systems is one of the key elements fueling this expansion. Unlike traditional radar-based systems, IRST systems enable stealthy detection and monitoring of aerial and maritime threats without actively emitting signals, making them an essential tool for next-generation defense platforms. With the rising significance of unmanned and remotely piloted platforms across various defense operations, the adoption of IRST technology is expanding rapidly. Integration of these systems into both aerial and naval vehicles is transforming modern surveillance strategies and is expected to remain a key driver of market momentum in the coming years.

Trade policies from previous administrations, particularly the tariffs imposed during the Trump era, have introduced cost pressures across the defense and aerospace sectors. These added expenses have not only increased the prices of critical components and materials but have also disrupted the manufacturing ecosystem. As a result, IRST system manufacturers are reevaluating their procurement and supply chain models, seeking more cost-effective and reliable sourcing channels. The broader environment of global trade uncertainty has made some investors hesitant to commit to large-scale IRST initiatives, creating a ripple effect that temporarily slows innovation and deployment timelines in certain segments.

The market is categorized by platform into airborne, naval, land, and others. In 2024, the airborne segment led the market with a 42.1% share and is projected to maintain its lead throughout the forecast period. The dominance of airborne IRST systems stems from the increasing global focus on enhancing aerial combat readiness and operational superiority. As new threats evolve, traditional radar systems are facing growing limitations, particularly against stealth technologies. The need for silent tracking, long-range detection, and precise target acquisition is prompting defense agencies to equip advanced aircraft with state-of-the-art IRST solutions.

When analyzed by end-user, the market is divided into military and defense and civil and commercial applications. The civil and commercial segment is expected to attain a market value of USD 4.2 billion by 2034. As threats to critical infrastructure and public safety grow, demand is rising for passive tracking solutions in civilian sectors. Airports and other transportation hubs are increasingly exploring IRST technologies to detect unauthorized flying objects and enhance airspace security. At the same time, industries involved in maritime operations are adopting these systems to monitor high-risk regions discreetly, leveraging passive detection capabilities that can provide early warnings without drawing attention.

Geographically, the United States holds a significant position in the North America IRST market and is forecast to achieve a market size of USD 4.3 billion by 2034. The country's focus on strategic defense development and maintaining global superiority has pushed demand for advanced surveillance systems, especially passive infrared tracking solutions. In response to advancements in stealth technologies by competing nations, the U.S. is prioritizing investment in IRST systems across both manned and unmanned defense platforms. The push to integrate these technologies into new-generation air combat programs is further strengthening the domestic market outlook.

The IRST system market is notably competitive, with a mix of established defense contractors and emerging technology firms contributing to innovation. The top five market leaders-holding between 65% to 70% of the total share-are leveraging deep expertise in infrared optics, detection algorithms, and systems integration. These key players are driving next-generation developments that enhance target acquisition, tracking accuracy, and situational awareness. To stay ahead, many companies are forming strategic partnerships within the defense supply chain, pooling resources to accelerate the development and deployment of advanced IRST capabilities.

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 Trump administration tariffs analysis
  • 3.2.1 Impact on trade
    • 3.2.1.1 Trade volume disruptions
    • 3.2.1.2 Retaliatory measures
  • 3.2.2 Impact on the industry
    • 3.2.2.1 Supply-side impact (key components)
      • 3.2.2.1.1 Price volatility in key materials
      • 3.2.2.1.2 Supply chain restructuring
      • 3.2.2.1.3 Production cost implications
    • 3.2.2.2 Demand-side impact (selling price)
      • 3.2.2.2.1 Price transmission to end markets
      • 3.2.2.2.2 Market share dynamics
      • 3.2.2.2.3 Consumer response patterns
  • 3.2.3 Key companies impacted
  • 3.2.4 Strategic industry responses
    • 3.2.4.1 Supply chain reconfiguration
    • 3.2.4.2 Pricing and product strategies
    • 3.2.4.3 Policy engagement
  • 3.2.5 Outlook and future considerations
• 3.3 Industry impact forces
  • 3.3.1 Growth drivers
    • 3.3.1.1 Rising demand for passive surveillance systems to counter stealth threats
    • 3.3.1.2 Increasing investments in next-generation fighter aircraft and naval modernization programs
    • 3.3.1.3 Rapid advancements in infrared sensor technology and AI-driven tracking capabilities
    • 3.3.1.4 Growing adoption of IRST systems across unmanned aerial vehicles (UAVs) and naval vessels
    • 3.3.1.5 Expansion of defense budgets globally amid heightened geopolitical tensions
  • 3.3.2 Industry pitfalls and challenges
    • 3.3.2.1 High development and integration costs associated with advanced IRST systems
    • 3.3.2.2 Technical challenges in ensuring accuracy across diverse weather and cluttered environments
    • 3.3.2.3 High development and certification costs
• 3.4 Growth potential analysis
• 3.5 Regulatory landscape
• 3.6 Technology landscape
• 3.7 Future market trends
• 3.8 Gap analysis
• 3.9 Porter's analysis
• 3.10 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 Platform, 2021 – 2034 ($ Mn)

• 5.1 Key trends
• 5.2 Airborne
  • 5.2.1 Military aircraft
    • 5.2.1.1 Trainer aircraft
    • 5.2.1.2 Combat aircraft
    • 5.2.1.3 Special mission aircraft
  • 5.2.2 Unmanned aerial vehicle (UAV)
• 5.3 Naval
  • 5.3.1 Offshore patrol vessel (OPV)
  • 5.3.2 Destroyers
  • 5.3.3 Frigates
  • 5.3.4 Amphibious warships
  • 5.3.5 Corvettes
  • 5.3.6 Fast attack craft (FAC)
  • 5.3.7 Cruisers
  • 5.3.8 Aircraft carriers
• 5.4 Land
• 5.5 Others

Chapter 6 Market Estimates and Forecast, By End Use, 2021 – 2034 ($ Mn)

• 6.1 Key trends
• 6.2 Civil & commercial
• 6.3 Military & defense

Chapter 7 Market Estimates and Forecast, By Region, 2021 – 2034 ($ Mn)

• 7.1 Key trends
• 7.2 North America
  • 7.2.1 U.S.
  • 7.2.2 Canada
• 7.3 Europe
  • 7.3.1 Germany
  • 7.3.2 UK
  • 7.3.3 France
  • 7.3.4 Spain
  • 7.3.5 Italy
  • 7.3.6 Netherlands
• 7.4 Asia Pacific
  • 7.4.1 China
  • 7.4.2 India
  • 7.4.3 Australia
  • 7.4.4 South Korea
  • 7.4.5 Japan
• 7.5 Latin America
  • 7.5.1 Brazil
  • 7.5.2 Mexico
  • 7.5.3 Argentina
• 7.6 Middle East and Africa
  • 7.6.1 Saudi Arabia
  • 7.6.2 U.A.E.
  • 7.6.3 South Africa

Chapter 8 Company Profiles

• 8.1 Aselsan A.S.
• 8.2 Grupo Oesia
• 8.3 Hanwha Systems Co., Ltd.
• 8.4 HGH Systemes Infrarouges
• 8.5 Leonardo S.P.A.
• 8.6 Lockheed Martin Corporation
• 8.7 Northrop Grumman Corporation
• 8.8 Rheinmetall AG
• 8.9 Safran S.A.
• 8.10 Thales Group
• 8.11 Tonbo Imaging Private Limited