战斗机市场机会、成长动力、产业趋势分析及 2025 - 2034 年预测

2024 年全球战斗机市场价值为 508 亿美元，预计到 2034 年将以 4.1% 的复合年增长率成长，达到 751 亿美元。这一增长主要得益于国防预算的增加和现代战斗机采购的增加。对升级空战能力的日益重视以及对无人作战飞机 (UCAV) 等下一代技术的日益关注，促进了需求的稳定。国防部队正将重点转向能够执行各种任务的先进飞机，而各国政府则在投资隐身能力、改进的航空电子设备和数位战争工具，以在未来衝突中取得优势。战斗机仍然是国家安全框架的重要组成部分，采购策略现在优先考虑具有灵活性、生存力和任务多功能性的平台。

该行业面临着许多挑战，尤其是在过去几年政策转变和贸易中断的影响下。对航太零件征收的关税和国际贸易争端给整个供应链带来了成本压力。这些关税提高了製造商的生产成本，并扰乱了推进系统、航空电子设备和雷达技术等关键零件的采购。为此，飞机製造商采取了更具韧性的供应链策略并扩大了本地采购。这些措施有助于确保关键零件的持续供应，并在经济紧张的情况下保持了生产势头。如今，供应链更加多元化，能够更好地吸收国际贸易动态的波动。

就起降能力而言，市场细分为短距起降（STOVL）、常规起降（CTOL）和垂直起降（VTOL）。 2024年，CTOL战斗机占据了47.3%的市场份额，占据主导地位。该细分市场持续表现强劲，主要原因是其与标准跑道相容，与更复杂的垂直起飞系统相比，技术要求更低。现代化CTOL飞机正在升级，配备隐身技术、多用途功能和增程能力。这些升级使其能够胜任各种任务，同时降低营运和维护成本。

根据推进方式，战斗机市场分为单引擎和双引擎。预计到2034年，单引擎战斗机市场规模将达到408亿美元。这类飞机因其成本效益高、重量轻和易于维护而日益受到青睐。国防预算紧张的国家以及寻求快速反应平台的国家正转向单引擎战斗机，用于空中警务和多用途任务。设计上的进步使这些飞机能够整合隐形功能、数据链能力和卓越的航空电子系统，使其成为广泛用户经济实惠且作战效能卓越的选择。

按应用划分，市场包括打击或对地攻击、电子战、侦察和监视、空中优势以及其他任务。预计打击或对地攻击细分市场在预测期内的复合年增长率将达到3.8%。这一增长得益于精确导引武器整合度的提高、人工智慧辅助瞄准工具的改进以及生存能力的提升。现代攻击机正在研发中，旨在有效执行多种任务类型，并能够在空对地和空对空任务之间快速切换。这些增强功能增强了任务适应性，同时最大限度地降低了威胁暴露。

美国持续占据全球最大市场份额，2024年占87.9%。其领导地位源自于积极的现代化计画和对网路中心战的高度重视。对第六代技术的投资以及对现有机队的升级正在重塑作战战略。美国对互通性和数位战的重视也巩固了其在全球航太格局中的战略地位。

战斗机产业竞争激烈，领导企业合计占超过25%的市场。这些公司正透过整合电子战系统、人工智慧能力和数位化设计流程来推动创新。市场正见证着跨国研发项目日益增多的趋势，这些项目旨在促进共享研发投资并加快部署进度。战略合作对于满足现代作战的复杂需求至关重要，而出口导向采购策略正在扩大许多国家的市场覆盖范围。

新兴国防製造商（尤其是在亚洲）也明显转向自主研发的飞机平台。这些国家正致力于减少对外国製造商的依赖，并提高技术自主性。同时，製造商也强调长期维护合约和生命週期服务协议，以深化客户参与度并确保经常性收入。这些方法有助于在全球国防市场创建一个充满活力、创新驱动的生态系统，该生态系统以性能、价格承受能力和持续的合作伙伴关係为中心。

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
    • 供应方影响（原料）
      • 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
    • 地缘政治紧张局势加剧和国防现代化
    • 国防开支增加推动战斗机采购
    • 对多用途和下一代战斗机的需求不断增长
    • 扩大本土飞机研发项目
    • 更重视无人作战飞机（UCAV）
  • 产业陷阱与挑战
    • 初期投资改造成本高
    • 严格的监管标准和认证延迟
• 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：依起飞与降落能力，2021-2034 年

• 主要趋势
• 常规起飞和着陆（CTOL）
• 短距起飞和垂直降落（STOVL）
• 垂直起降（VTOL）

第六章：市场估计与预测：依推进类型，2021-2034

• 主要趋势
• 单引擎战斗机
• 双引擎战斗机

第七章：市场估计与预测：按应用，2021-2034

• 主要趋势
• 打击/地面攻击
• 电子战（ew）
• 侦察与监视
• 空中优势
• 其他的

第八章：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
  • 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

第九章：公司简介

• Airbus
• BAE Systems
• Boeing
• Dassault Aviation
• Hindustan Aeronautics
• Korea Aerospace Industries
• Leonardo
• Lockheed Martin
• Mitsubishi Heavy Industries
• Northrop Grumman
• Saab
• Textron Aviation
• United Aircraft

The Global Fighter Aircraft Market was valued at USD 50.8 billion in 2024 and is estimated to grow at a CAGR of 4.1% to reach USD 75.1 billion by 2034. This growth is largely driven by rising defense budgets and growing procurement of modern combat aircraft. Increasing emphasis on upgrading aerial combat capabilities and the rising focus on next-generation technologies like unmanned combat aerial vehicles (UCAVs) are contributing to the steady demand. Defense forces are shifting their focus to advanced aircraft capable of performing a wide range of missions, while governments are investing in stealth capabilities, improved avionics, and digital warfare tools to gain an edge in future conflicts. Fighter aircraft continue to be a critical component of national security frameworks, and procurement strategies are now prioritizing platforms that deliver flexibility, survivability, and mission versatility.

The industry has faced its share of challenges, especially due to policy shifts and trade disruptions in previous years. Tariffs imposed on aerospace components and international trade disputes created cost pressures across the supply chain. These tariffs raised production expenses for manufacturers and disrupted sourcing for essential parts such as propulsion systems, avionics, and radar technologies. In response, aircraft producers adjusted by adopting more resilient supply chain strategies and expanding local sourcing. These measures helped to ensure the continued availability of vital components, preserving the production momentum despite economic tensions. Today, supply chains are more diversified and better positioned to absorb fluctuations in international trade dynamics.

In terms of take-off and landing capabilities, the market is segmented into short take-off and vertical landing (STOVL), conventional take-off and landing (CTOL), and vertical take-off and landing (VTOL). CTOL fighter aircraft held a dominant 47.3% market share in 2024. This segment continues to perform strongly, largely due to its compatibility with standard runways and reduced technical demands compared to more complex vertical take-off systems. Modern CTOL aircraft are being upgraded with stealth technology, multi-role functions, and extended range capabilities. These upgrades make them suitable for a variety of missions while reducing operational and maintenance costs over time.

Based on propulsion, the market is categorized into single-engine and twin-engine fighter aircraft. The single-engine fighter aircraft segment is expected to reach USD 40.8 billion by 2034. These aircraft are increasingly favored for their cost efficiency, lighter weight, and ease of maintenance. Nations with constrained defense budgets and those looking for rapid-response platforms are turning to single-engine fighters for air policing and multi-role missions. Advances in design have enabled these aircraft to incorporate stealth features, data-link capabilities, and superior avionics systems, making them both affordable and combat-effective options for a broad range of users.

By application, the market includes strike or ground attack, electronic warfare, reconnaissance and surveillance, air superiority, and other roles. The strike or ground attack segment is anticipated to grow at a CAGR of 3.8% over the forecast period. This growth is fueled by increased integration of precision-guided weaponry, AI-enabled targeting tools, and improved survivability features. Modern strike aircraft are being developed to perform multiple mission types efficiently, offering rapid transitions between air-to-ground and air-to-air roles. These enhancements allow for greater mission adaptability while minimizing exposure to threats.

The United States continues to hold the largest share of the global market, accounting for 87.9% in 2024. Its leadership is anchored in aggressive modernization programs and a strong focus on network-centric warfare. Investment in sixth-generation technologies and enhancements to current fleets are reshaping combat strategies. The country's prioritization of interoperability and digital warfare is also reinforcing its strategic position in the global aerospace landscape.

Competition in the fighter aircraft industry is fierce, with leading players capturing a combined market share of over 25%. These companies are driving innovation through integrated electronic warfare systems, AI capabilities, and digital design processes. The market is witnessing a growing trend of multinational development programs that promote shared R&D investments and fast-track deployment timelines. Strategic collaborations are becoming critical for meeting the complex demands of modern combat, while export-oriented procurement strategies are expanding the market reach for many countries.

There is also a noticeable shift among emerging defense producers, particularly in Asia, toward domestically developed aircraft platforms. These nations are aiming to reduce their dependency on foreign manufacturers and boost technological self-reliance. At the same time, manufacturers are emphasizing long-term maintenance contracts and lifecycle service agreements to deepen customer engagement and secure recurring revenue. These approaches are helping to create a dynamic, innovation-driven ecosystem that is centered on performance, affordability, and sustained partnerships across global defense markets.

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 (raw materials)
      • 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
    • 3.2.4.1.1 Supply chain reconfiguration
    • 3.2.4.1.2 Pricing and product strategies
    • 3.2.4.1.3 Policy engagement
  • 3.2.5 Outlook and future considerations
• 3.3 Industry impact forces
  • 3.3.1 Growth drivers
    • 3.3.1.1 Rising geopolitical tensions and defense modernization
    • 3.3.1.2 Increase in defense spending fuelling fighter aircraft procurement
    • 3.3.1.3 Growing demand for multirole and next-generation fighters
    • 3.3.1.4 Expansion of indigenous aircraft development programs
    • 3.3.1.5 Increased focus on unmanned combat aerial vehicles (UCAVs)
  • 3.3.2 Industry pitfalls and challenges
    • 3.3.2.1 High initial investment and retrofit costs
    • 3.3.2.2 Stringent regulatory standards and certification delays
• 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 & Forecast, By Take-off and Landing Capability, 2021-2034 (USD Billion & Units)

• 5.1 Key trends
• 5.2 Conventional take-off and landing (CTOL)
• 5.3 Short take-off and vertical landing (STOVL)
• 5.4 Vertical take-off and landing (VTOL)

Chapter 6 Market Estimates & Forecast, By Propulsion Type, 2021-2034 (USD Billion & Units)

• 6.1 Key trends
• 6.2 Single-engine fighter aircraft
• 6.3 Twin-engine fighter aircraft

Chapter 7 Market Estimates & Forecast, By Application, 2021-2034 (USD Billion & Units)

• 7.1 Key trends
• 7.2 Strike / ground attack
• 7.3 Electronic warfare (ew)
• 7.4 Reconnaissance & surveillance
• 7.5 Air superiority
• 7.6 Others

Chapter 8 Market Estimates and Forecast, By Region, 2021 – 2034 (USD Billion & Units)

• 8.1 Key trends
• 8.2 North America
  • 8.2.1 U.S.
  • 8.2.2 Canada
• 8.3 Europe
  • 8.3.1 Germany
  • 8.3.2 UK
  • 8.3.3 France
  • 8.3.4 Spain
  • 8.3.5 Italy
  • 8.3.6 Netherlands
• 8.4 Asia Pacific
  • 8.4.1 China
  • 8.4.2 India
  • 8.4.3 Japan
  • 8.4.4 Australia
  • 8.4.5 South Korea
• 8.5 Latin America
  • 8.5.1 Brazil
  • 8.5.2 Mexico
  • 8.5.3 Argentina
• 8.6 Middle East and Africa
  • 8.6.1 Saudi Arabia
  • 8.6.2 South Africa
  • 8.6.3 UAE

Chapter 9 Company Profiles

• 9.1 Airbus
• 9.2 BAE Systems
• 9.3 Boeing
• 9.4 Dassault Aviation
• 9.5 Hindustan Aeronautics
• 9.6 Korea Aerospace Industries
• 9.7 Leonardo
• 9.8 Lockheed Martin
• 9.9 Mitsubishi Heavy Industries
• 9.10 Northrop Grumman
• 9.11 Saab
• 9.12 Textron Aviation
• 9.13 United Aircraft