下一代军用航空电子设备市场机会、成长动力、产业趋势分析及 2025 - 2034 年预测

2024 年全球下一代军用航空电子市场价值为 364 亿美元，预计到 2034 年将以 4.8% 的复合年增长率增长，达到 576 亿美元，这得益于国防现代化投资的激增以及航空电子技术（尤其是先进传感器系统）的不断创新。随着世界各国军队优先考虑更快、更精确和数据驱动的作战，对下一代航空电子设备的需求持续成长。各国政府不再只是升级飞机，他们正在彻底改造整个国防生态系统，以支援即时资料处理、无缝整合和多域互通性。这种转变反映了一种更广泛的变革，数位化不再是可有可无的，而是战备的必要条件。国防机构越来越关注增强态势感知、机器学习整合和资料融合等能力，所有这些能力都需要高度复杂的航空电子设备套件。因此，航空电子设备已经从一个简单的子系统发展成为军用航空平台的骨干。从高速资料链路到人工智慧辅助飞行系统，尖端航空电子设备正在重塑空战和监视任务的未来。随着国防预算的增加和地缘政治紧张局势的加剧，该领域正在经历前所未有的成长和创新週期。

世界各国正在修订防空战略，从老旧系统过渡到能够提高作战效率和任务适应性的现代化平台。这项策略转变源自于对即时决策、卓越威胁探测和一体化战场协调日益增长的需求。因此，各国军队正在将先进的航空电子设备作为核心能力，而非外围升级。人工智慧、下一代通讯网路和任务自适应飞行管理工具等技术正在为空中性能、安全和自动化树立新的标准。

贸易政策和全球关税法规对下一代军用航空电子设备市场产生了显着影响。此前，美国对铝、电子产品和钢铁等关键航太原料征收的关税导致原始设备製造商 (OEM) 和一级供应商的生产成本上升。这些成本上涨不仅影响了利润率，还导致采购延迟和供应链中断。然而，该行业已做出战略应对。许多国防承包商已开始在地化生产，以减少对外国零件的依赖并简化物流运作。这项转变催化了全球供应链更广泛的转型，使其更具韧性，也更不容易受到外部衝击的影响。从长远来看，本地化的供应生态系统有望提高成本效率，并确保关键任务零件的不间断交付。

2024年，飞行控制系统引领全球新一代军用航空电子市场，占30.4%的市场。这种主导地位归因于对精确飞行控制、更高程度的自动化以及在高风险任务中减少飞行员工作负荷的需求不断增长。随着作战场景日益复杂，并需要瞬时机动，国防部队正在迅速整合电传操纵和光控飞行技术等尖端系统。这些系统能够增强飞机的敏捷性，提高极端条件下的稳定性，并透过卓越的反应速度和控制保真度显着提升任务效能。

固定翼平台成为2024年最大的收入来源，为全球市场贡献了231亿美元。这些平台包括高性能战斗机、远程轰炸机和战术运输机——当代军事战略的基石。它们对下一代航空电子设备的依赖对于即时通讯、任务规划、战场感知和精确瞄准至关重要。固定翼机队的升级重点是数位驾驶舱整合、电子战增强和自适应用户介面，这反映了数位转型在空战和支援任务中日益增长的重要性。

预计到2034年，美国下一代军用航空电子设备市场将达到19亿美元的产值，这得益于美国积极的国防现代化议程、强劲的研发投入以及联邦政府对下一代技术计划的大力支持。随着各军种系统性地淘汰过时系统，对可互通和整合的航空电子设备的需求持续成长。美国先进的工业基础和对创新的重视正在加速生产週期，并促进先进解决方案的快速部署。

BAE系统公司、L3哈里斯技术公司、诺斯罗普·格鲁曼公司、泰雷兹公司和柯林斯航太等业界领导者正在采取多管齐下的策略，以巩固其市场地位。这些策略包括加强模组化航空电子架构的研发力度，增强整个航空电子网路的网路安全，以及获得针对特定平台专案的长期政府合约。许多公司还成立了合资企业，旨在实现在地化生产、优化成本并缩短交付时间，为打造更快速、更智慧、更安全的国防航空能力铺平道路。

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
    • 感测器技术的快速创新以及人工智慧驱动的资料处理和自动化
    • 国防现代化预算的增加推动了先进、可互通的航空电子系统的采购
    • 无人机和自主平台的成长加速了专业化、精密航空电子设备的需求
    • 向网路中心战的转变提升了对强大通讯、感测器融合和资料链能力的需求
    • 采用软体定义、开放式架构的航空电子设备有助于快速升级和多平台集成
  • 产业陷阱与挑战
    • 开发和认证成本高
    • 地缘政治紧张局势和关税波动扰乱了关键零件的全球供应链
• 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：按类型，2021 - 2034 年

• 主要趋势
• 飞行控制系统
• 通讯系统
• 导航系统
• 监控系统
• 其他的

第六章：市场估计与预测：按平台，2021 - 2034 年

• 主要趋势
• 固定翼飞机
  • 窄体
  • 宽体飞机
• 旋翼机
• 无人驾驶飞行器（UAV）

第七章：市场估计与预测：按销售点，2021 - 2034 年

• 主要趋势
• OEM
• 售后市场

第八章：市场估计与预测：按适用性，2021 - 2034 年

• 主要趋势
• 改造
• 线拟合

第九章：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
  • 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

第十章：公司简介

• Astronics Corporation
• BAE Systems
• Collins Aerospace
• Curtiss-Wright
• Elbit System
• Garmin
• GE Aviation
• Honeywell
• L3Harris Technologies
• Leonardo SPA
• Lockheed Martin
• Northrop Grumman Corporation
• Scioteq
• Thales
• Universal Avionics

The Global Next-Gen Military Avionics Market was valued at USD 36.4 billion in 2024 and is estimated to grow at a CAGR of 4.8% to reach USD 57.6 billion by 2034, driven by surging investments in defense modernization and relentless innovation in avionics technologies, especially in advanced sensor systems. As militaries around the world prioritize faster, more precise, and data-driven operations, the demand for next-generation avionics continues to escalate. Governments are no longer just upgrading aircraft-they are overhauling entire defense ecosystems to support real-time data processing, seamless integration, and multi-domain interoperability. This shift reflects a broader transformation where digitalization is no longer optional but essential to combat readiness. Defense agencies are increasingly focused on capabilities like enhanced situational awareness, machine learning integration, and data fusion, all of which require highly sophisticated avionics suites. As a result, avionics has evolved from being just a subsystem to becoming the backbone of military aviation platforms. From high-speed data links to AI-assisted flight systems, cutting-edge avionics are reshaping the future of aerial warfare and surveillance missions. With defense budgets expanding and geopolitical tensions intensifying, this sector is experiencing unprecedented growth and innovation cycles.

Nations worldwide are revamping their air defense strategies, transitioning from aging legacy systems to modern platforms that promise heightened combat efficiency and mission adaptability. The strategic shift is anchored in the growing need for real-time decision-making, superior threat detection, and integrated battlefield coordination. As a result, militaries are adopting advanced avionics as a core capability, not a peripheral upgrade. Technologies such as artificial intelligence, next-generation communication networks, and mission-adaptive flight management tools are setting new standards for performance, security, and automation in the skies.

Trade policies and global tariff regulations have notably influenced the next-gen military avionics market. Previous tariffs imposed on critical aerospace inputs like aluminum, electronics, and steel contributed to rising production costs for original equipment manufacturers (OEMs) and tier-one suppliers. These increased costs not only impacted profit margins but also led to procurement delays and disrupted supply chains. However, the industry has responded strategically. Many defense contractors have begun localizing production to reduce dependence on foreign components and streamline logistics operations. This shift has catalyzed a broader transformation of global supply chains, making them more resilient and less vulnerable to external shocks. In the long term, localized supply ecosystems are expected to drive cost efficiency and ensure uninterrupted delivery of mission-critical components.

In 2024, flight control systems led the global next-gen military avionics market, commanding a 30.4% market share. This dominance is attributed to the rising demand for precision flight control, greater automation, and reduced pilot workload during high-stakes missions. As combat scenarios grow increasingly complex and require instantaneous maneuvering, defense forces are rapidly integrating cutting-edge systems like fly-by-wire and fly-by-light technologies. These systems enhance aircraft agility, improve stability in extreme conditions, and significantly boost mission effectiveness through superior responsiveness and control fidelity.

Fixed-wing platforms emerged as the top revenue generators in 2024, contributing USD 23.1 billion to the global market. These include high-performance fighter jets, long-range bombers, and tactical transport aircraft-cornerstones of contemporary military strategy. Their reliance on next-gen avionics is critical for real-time communication, mission planning, battlefield awareness, and precision targeting. Upgrades to fixed-wing fleets are focusing on digital cockpit integration, electronic warfare enhancements, and adaptable user interfaces that reflect the growing importance of digital transformation across air combat and support missions.

The United States Next-Gen Military Avionics Market is expected to generate USD 1.9 billion by 2034, propelled by the nation's aggressive defense modernization agenda, robust R&D spending, and federal commitment to next-gen technology initiatives. With military branches systematically phasing out outdated systems, demand for interoperable and integrated avionics continues to rise. America's advanced industrial base and emphasis on innovation are accelerating production cycles and enabling rapid deployment of advanced solutions.

Leading industry players such as BAE Systems, L3Harris Technologies, Northrop Grumman Corporation, Thales, and Collins Aerospace are adopting multi-pronged strategies to strengthen their market positions. These include ramping up R&D for modular avionics architectures, reinforcing cybersecurity across avionics networks, and securing long-term government contracts for platform-specific projects. Many are also forming joint ventures aimed at localizing production, optimizing costs, and shortening delivery timelines-paving the way for faster, smarter, and more secure defense aviation 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 analyisis
  • 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 Rapid innovation in sensor technologies coupled with AI driven data processing and automation
    • 3.3.1.2 Rising defense modernization budgets fuel procurement of advanced, interoperable avionics systems
    • 3.3.1.3 Growth of UAVs and autonomous platforms accelerates demand for specialized, precision enabled avionics
    • 3.3.1.4 Shift toward network centric warfare elevates the need for robust communication, sensor fusion, and data link capabilities
    • 3.3.1.5 Adoption of software defined, open architecture avionics facilitates rapid upgrades and multi platform integration
  • 3.3.2 Industry pitfalls and challenges
    • 3.3.2.1 High development and certification costs
    • 3.3.2.2 Geopolitical tensions and Tariff volatility disrupt global supply chains for critical components
• 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 Type, 2021 - 2034 ($ Mn)

• 5.1 Key trends
• 5.2 Flight control system
• 5.3 Communication system
• 5.4 Navigation system
• 5.5 Monitoring system
• 5.6 Others

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

• 6.1 Key trends
• 6.2 Fixed-wings
  • 6.2.1 Narrow body
  • 6.2.2 Wide -body
• 6.3 Rotary wings
• 6.4 Unmanned aerial vehicles (UAVs)

Chapter 7 Market Estimates and Forecast, By Point of Sale, 2021 - 2034 ($ Mn)

• 7.1 Key trends
• 7.2 OEM
• 7.3 Aftermarkets

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

• 8.1 Key trends
• 8.2 Retrofit
• 8.3 Line-fit

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

• 9.1 Key trends
• 9.2 North America
  • 9.2.1 U.S.
  • 9.2.2 Canada
• 9.3 Europe
  • 9.3.1 Germany
  • 9.3.2 UK
  • 9.3.3 France
  • 9.3.4 Spain
  • 9.3.5 Italy
  • 9.3.6 Netherlands
• 9.4 Asia Pacific
  • 9.4.1 China
  • 9.4.2 India
  • 9.4.3 Australia
  • 9.4.4 South Korea
  • 9.4.5 Japan
• 9.5 Latin America
  • 9.5.1 Brazil
  • 9.5.2 Mexico
  • 9.5.3 Argentina
• 9.6 Middle East and Africa
  • 9.6.1 Saudi Arabia
  • 9.6.2 U.A.E.
  • 9.6.3 South Africa

Chapter 10 Company Profiles

• 10.1 Astronics Corporation
• 10.2 BAE Systems
• 10.3 Collins Aerospace
• 10.4 Curtiss-Wright
• 10.5 Elbit System
• 10.6 Garmin
• 10.7 GE Aviation
• 10.8 Honeywell
• 10.9 L3Harris Technologies
• 10.10 Leonardo SPA
• 10.11 Lockheed Martin
• 10.12 Northrop Grumman Corporation
• 10.13 Scioteq
• 10.14 Thales
• 10.15 Universal Avionics