军事和国防市场中的人工智慧和分析机会、成长动力、产业趋势分析和 2025 - 2034 年预测

2024 年全球军事与国防人工智慧与分析市场价值为 104.2 亿美元，预估年复合成长率为 13.4%，到 2034 年将达到 357.8 亿美元。

市场成长的动力来自于自主系统、即时资料分析和增强网路安全解决方案的进步。人工智慧和分析技术正在迅速改变现代军事行动，使其能够在陆、空、海、天等领域加快决策速度、提高态势感知能力并优化任务执行。

全球各地的国防组织正在将人工智慧驱动的平台整合到其作战框架中，以提高战备水平和作战效率，同时应对网路威胁和电子战的不断演变。这些平台能够进行即时资料分析、预测性威胁侦测、自主决策和快速任务规划，使军队在现代战场上占据决定性优势。人工智慧系统透过融合来自卫星、无人机、感测器和侦察设备的资料来增强态势感知，使指挥官能够更快、更准确地做出明智的决策。此外，人工智慧正在透过侦测复杂威胁、自动回应和保护关键国防网路免受日益复杂的网路攻击来彻底改变网路安全战略。在电子战中，人工智慧工具被用来在最少的人为干预下识别、干扰或摧毁敌方通讯和雷达系统。

预计到2034年，软体解决方案领域的复合年增长率将达到15.7%。这些解决方案包括用于资料分析、预测建模、情报收集、自主导航和战场模拟的高阶程式。软体工具对于增强监视、网路安全、目标识别和物流管理等关键任务应用至关重要。随着人工智慧能力日益复杂，国防机构优先投资能够即时处理大量资料集的软体，从而实现更快、更准确的战场决策。

机器学习和深度学习领域在2024年占据了45.8%的份额，这些技术已成为现代国防和作战战略的核心。先进的神经网路与预测分析相结合，正越来越多地应用于目标识别、任务后勤规划和关键设备的预测性维护等即时功能。它们能够快速且准确地处理大量结构化和非结构化资料，从而能够在实际行动中更快地做出决策，最大限度地降低风险，同时最大限度地提高效率。

2024年，北美军事与国防市场的人工智慧与分析技术产值达39.3亿美元。美国和加拿大在人工智慧应用方面处于领先地位，这得益于雄厚的国防预算、强有力的政府与产业合作，以及透过人工智慧整合实现军事能力现代化的战略倡议。洛克希德·马丁、诺斯罗普·格鲁曼、雷神技术公司和Palantir等主要参与者处于人工智慧创新的前沿，专注于自主系统、网路防御和人工智慧驱动的战场管理平台。

洛克希德马丁公司、诺斯罗普格鲁曼公司、雷神科技公司、BAE系统公司和泰雷兹公司等主要公司都在投资以人工智慧为基础的研发，以扩展其在智慧战争系统、预测性维护、自动驾驶汽车和网路威胁缓解方面的能力。战略合作、政府合约和技术收购是他们加强市场定位、满足全球对人工智慧军事行动日益增长的需求的关键。

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
  • 供应商格局
  • 利润率
  • 成本结构
  • 每个阶段的增值
  • 影响价值链的因素
  • 中断
• 产业衝击力
  • 成长动力
    • 自主系统进步的改进
    • 日益重视网路安全增强
    • 即时决策需求不断成长，推动人工智慧分析平台的发展
    • 人工智慧在多领域作战中的日益融合，以机器速度协调陆地、海上、空中、太空和网路任务
    • 增加政府支出
  • 陷阱与挑战
    • 实施成本高。
    • 资料安全和隐私问题。
• 成长潜力分析
• 监管格局
  • 北美洲
  • 欧洲
  • 亚太地区
  • 拉丁美洲
  • 中东和非洲
• 波特的分析
• PESTEL分析
• 技术和创新格局
  • 当前的技术趋势
  • 新兴技术
• 新兴商业模式
• 合规性要求
• 国防预算分析
• 全球国防开支趋势
• 区域国防预算分配
  • 北美洲
  • 欧洲
  • 亚太地区
  • 中东和非洲
  • 拉丁美洲
• 重点国防现代化项目
• 预算预测（2025-2034）
  • 对产业成长的影响
  • 各国国防预算
• 供应链弹性
• 地缘政治分析
• 劳动力分析
• 数位转型
• 合併、收购和策略伙伴关係格局
• 风险评估与管理
• 主要合约授予（2021-2024）

第四章：竞争格局

• 介绍
• 公司市占率分析
  • 按地区
    • 北美洲
    • 欧洲
    • 亚太地区
    • 拉丁美洲
    • 中东和非洲
  • 市场集中度分析
• 关键参与者的竞争基准
  • 财务绩效比较
    • 收入
    • 利润率
    • 研发
  • 产品组合比较
    • 产品范围广度
    • 科技
    • 创新
  • 地理位置比较
    • 全球足迹分析
    • 服务网路覆盖
    • 各地区市场渗透率
  • 竞争定位矩阵
    • 领导者
    • 挑战者
    • 追踪者
    • 利基市场参与者
  • 战略展望矩阵
• 2021-2024 年关键发展
  • 併购
  • 伙伴关係与合作
  • 技术进步
  • 扩张和投资策略
  • 数位转型倡议
• 新兴/新创企业竞争对手格局

第五章：市场估计与预测：按产品分类，2021 - 2034 年

• 主要趋势
• 硬体
• 软体
  • 人工智慧模型开发和训练软体
  • 数据分析平台
  • 网路威胁侦测软体
  • 其他的
• 服务
  • 部署与集成
  • 升级和维护
  • 其他的

第六章：市场估计与预测：按技术类型，2021 - 2034 年

• 主要趋势
• 机器学习和深度学习
  • 监督学习
  • 无监督学习
  • 强化学习
• 电脑视觉
  • 物体检测和分类
  • 脸部辨识系统
  • 影像和视讯分析
  • 基于 AR 的态势感知
• 自然语言处理
  • 语音辨识
  • 文本分析与挖掘
  • 语言翻译系统
• 其他的

第七章：市场估计与预测：按应用，2021 - 2034

• 主要趋势
• 情报、监视和侦察（ISR）
  • 卫星情报
  • 空中监视系统
  • 地面监视
  • 海上监视
• 网路安全与电子战
  • 威胁侦测与回应
  • 网路安全
  • 电子对抗
  • 网路防御系统
• 指挥、控制、通信和情报（C3I）
  • 指挥和控制系统
  • 通讯网路
  • 情报分析
  • 基于人工智慧的决策支持
• 物流和供应链
  • 预测性维护
  • 库存管理
  • 运输最佳化
  • 其他的
• 训练和模拟
  • 虚拟实境培训
  • 战斗模拟
  • 情境规划
  • 其他的
• 其他的

第八章：市场估计与预测：按平台，2021 - 2034

• 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
• 海军
  • 船舶
  • 潜水艇
  • 无人驾驶船舶（UMV）
• 空间
  • 卫星系统
  • 太空监视
  • 通讯卫星

第九章：市场估计与预测：依最终用途，2021 - 2034

• 主要趋势
• 军队
  • 军队
  • 海军
  • 空军
  • 太空部队
  • 海军陆战队
• 情报机构
  • 国家情报部门
  • 军事情报
  • 网路情报
• 国土安全
  • 边境保护
  • 紧急回应
  • 反恐

第 10 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

• 全球关键参与者
  • Lockheed Martin Corporation
  • Raytheon Technologies (RTX)
  • Northrop Grumman Corporation
• 区域关键参与者
  • 北美洲
    • General Dynamics
    • Boeing
    • L3Harris Technologies
  • 欧洲
    • BAE Systems plc
    • Thales Group
    • Rheinmetall AG
  • Asia-Pacific
    • Safran
    • Rafael Advanced Defense Systems
• 颠覆者/利基市场参与者
  • IBM Corporation
  • Palantir Technologies
  • Charles River Analytics
  • SparkCognition
  • Leidos
  • Anduril Industries
  • Shield AI
  • Helsing
  • Booz Allen Hamilton

The Global AI & Analytics in Military and Defense Market was valued at USD 10.42 billion in 2024 and is estimated to grow at a CAGR of 13.4%, to reach USD 35.78 billion by 2034.

Market growth is driven by advancements in autonomous systems, real-time data analytics, and enhanced cybersecurity solutions. AI and analytics technologies are rapidly transforming modern military operations, enabling faster decision-making, improved situational awareness, and optimized mission execution across land, air, sea, and space domains.

Defense organizations worldwide are integrating AI-driven platforms into their operational frameworks to boost combat readiness and operational efficiency, while also addressing the evolving nature of cyber threats and electronic warfare. These platforms enable real-time data analysis, predictive threat detection, autonomous decision-making, and rapid mission planning, giving military forces a decisive edge on the modern battlefield. AI-powered systems enhance situational awareness by fusing data from satellites, UAVs, sensors, and reconnaissance assets, allowing commanders to make informed decisions faster and more accurately. Additionally, AI is revolutionizing cybersecurity strategies by detecting sophisticated threats, automating responses, and safeguarding critical defense networks against increasingly complex cyberattacks. In electronic warfare, AI tools are deployed to identify, jam, or neutralize enemy communications and radar systems with minimal human intervention.

The software solutions segment is expected to grow at a 15.7% CAGR through 2034. These include advanced programs for data analytics, predictive modeling, intelligence gathering, autonomous navigation, and battlefield simulations. Software tools are critical in enhancing mission-critical applications such as surveillance, cybersecurity, target recognition, and logistics management. As AI capabilities become increasingly sophisticated, defense agencies prioritize investments in software that can process massive datasets in real-time, enabling quicker and more accurate battlefield decisions.

The machine learning and deep learning segment held a 45.8% share in 2024, as these technologies became central to modern defense and operational strategies. Advanced neural networks, combined with predictive analytics, are increasingly being applied to real-time functions such as target identification, mission logistics planning, and predictive maintenance for critical equipment. Their ability to process massive volumes of structured and unstructured data with speed and accuracy allows for faster decision-making in live operations, minimizing risks while maximizing efficiency.

North America AI & Analytics in Military and Defense Market generated USD 3.93 billion in 2024. The United States and Canada lead the adoption curve, supported by robust defense budgets, strong government-industry collaboration, and strategic initiatives to modernize military capabilities through AI integration. Major players like Lockheed Martin, Northrop Grumman, Raytheon Technologies, and Palantir are at the forefront of AI innovation, focusing on autonomous systems, cyber defense, and AI-driven battlefield management platforms.

Key companies such as Lockheed Martin Corporation, Northrop Grumman Corporation, Raytheon Technologies, BAE Systems, and Thales invest in AI-based R&D, expanding their capabilities in intelligent warfare systems, predictive maintenance, autonomous vehicles, and cyber threat mitigation. Strategic collaborations, government contracts, and technology acquisitions are central to their efforts to strengthen market positioning and cater to the increasing global demand for AI-enabled military operations.

Table of Contents

Chapter 1 Methodology and scope

• 1.1 Market scope and definition
• 1.2 Research design
  • 1.2.1 Research approach
  • 1.2.2 Data collection methods
• 1.3 Data mining sources
  • 1.3.1 Global
  • 1.3.2 Regional/Country
• 1.4 Base estimates and calculations
  • 1.4.1 Base year calculation
  • 1.4.2 Key trends for market estimation
• 1.5 Primary research and validation
  • 1.5.1 Primary sources
• 1.6 Forecast model
• 1.7 Research assumptions and limitations

Chapter 2 Executive summary

• 2.1 Industry 360⁰ synopsis
• 2.2 Key market trends
  • 2.2.1 Offering trend
  • 2.2.2 Technology type trends
  • 2.2.3 Application trends
  • 2.2.4 Platform trends
  • 2.2.5 End user trends
  • 2.2.6 Regional trends
• 2.3 TAM Analysis, 2025-2034 (USD Billion)
• 2.4 CXO perspectives: Strategic imperatives
  • 2.4.1 Executive decision points
  • 2.4.2 critical success factors
• 2.5 Future outlook and strategic recommendations

Chapter 3 Industry insights

• 3.1 Industry ecosystem analysis
  • 3.1.1 Supplier landscape
  • 3.1.2 Profit margin
  • 3.1.3 Cost structure
  • 3.1.4 Value addition at each stage
  • 3.1.5 Factor affecting the value chain
  • 3.1.6 Disruptions
• 3.2 Industry impact forces
  • 3.2.1 Growth drivers
    • 3.2.1.1 The improvement in autonomous systems advancement
    • 3.2.1.2 Increasing emphasis on cybersecurity enhancement
    • 3.2.1.3 Rising demand for real-time decision-making, that elevate AI analytics platforms
    • 3.2.1.4 Growing integration of AI in multi-domain operations to coordinate land, sea, air, space, and cyber missions at machine speed
    • 3.2.1.5 Increasing government spending
  • 3.2.2 Pitfalls and challenges
    • 3.2.2.1 High implementation costs.
    • 3.2.2.2 Data security and privacy concerns.
• 3.3 Growth potential analysis
• 3.4 Regulatory landscape
  • 3.4.1 North America
  • 3.4.2 Europe
  • 3.4.3 Asia Pacific
  • 3.4.4 Latin America
  • 3.4.5 Middle East & Africa
• 3.5 Porter's analysis
• 3.6 PESTEL analysis
• 3.7 Technology and innovation landscape
  • 3.7.1 Current technological trends
  • 3.7.2 Emerging technologies
• 3.8 Emerging business models
• 3.9 Compliance requirements
• 3.10 Defense budget analysis
• 3.11 Global defense spending trends
• 3.12 Regional defense budget allocation
  • 3.12.1 North America
  • 3.12.2 Europe
  • 3.12.3 Asia Pacific
  • 3.12.4 Middle East and Africa
  • 3.12.5 Latin America
• 3.13 Key defense modernization programs
• 3.14 Budget forecast (2025-2034)
  • 3.14.1 Impact on industry growth
  • 3.14.2 Defense budgets by country
• 3.15 Supply chain resilience
• 3.16 Geopolitical analysis
• 3.17 Workforce analysis
• 3.18 Digital transformation
• 3.19 Mergers, acquisitions, and strategic partnerships landscape
• 3.20 Risk assessment and management
• 3.21 Major contract awards (2021-2024)

Chapter 4 Competitive landscape, 2024

• 4.1 Introduction
• 4.2 Company market share analysis
  • 4.2.1 By region
    • 4.2.1.1 North America
    • 4.2.1.2 Europe
    • 4.2.1.3 Asia Pacific
    • 4.2.1.4 Latin America
    • 4.2.1.5 Middle East & Africa
  • 4.2.2 Market Concentration Analysis
• 4.3 Competitive benchmarking of key players
  • 4.3.1 Financial performance comparison
    • 4.3.1.1 Revenue
    • 4.3.1.2 Profit margin
    • 4.3.1.3 R&D
  • 4.3.2 Product portfolio comparison
    • 4.3.2.1 Product range breadth
    • 4.3.2.2 Technology
    • 4.3.2.3 Innovation
  • 4.3.3 Geographic presence comparison
    • 4.3.3.1 Global footprint analysis
    • 4.3.3.2 Service network coverage
    • 4.3.3.3 Market penetration by region
  • 4.3.4 Competitive positioning matrix
    • 4.3.4.1 Leaders
    • 4.3.4.2 Challengers
    • 4.3.4.3 Followers
    • 4.3.4.4 Niche players
  • 4.3.5 Strategic outlook matrix
• 4.4 Key developments, 2021-2024
  • 4.4.1 Mergers and acquisitions
  • 4.4.2 Partnerships and collaborations
  • 4.4.3 Technological advancements
  • 4.4.4 Expansion and investment strategies
  • 4.4.5 Digital transformation initiatives
• 4.5 Emerging/ startup competitors landscape

Chapter 5 Market estimates and forecast, by Offering, 2021 - 2034 (USD Million)

• 5.1 Key trends
• 5.2 Hardware
• 5.3 Software
  • 5.3.1 AI model development & training software
  • 5.3.2 Data analytics platforms
  • 5.3.3 Cyber threat detection software
  • 5.3.4 Others
• 5.4 Services
  • 5.4.1 Deployment & integration
  • 5.4.2 Upgrades & maintenance
  • 5.4.3 Others

Chapter 6 Market estimates and forecast, by Technology Type, 2021 - 2034 (USD Million)

• 6.1 Key trends
• 6.2 Machine learning and deep learning
  • 6.2.1 Supervised learning
  • 6.2.2 Unsupervised learning
  • 6.2.3 Reinforcement learning
• 6.3 Computer vision
  • 6.3.1 Object detection and classification
  • 6.3.2 Facial recognition systems
  • 6.3.3 Image and video analytics
  • 6.3.4 AR-based situational awareness
• 6.4 Natural language processing
  • 6.4.1 Speech recognition
  • 6.4.2 Text analytics & mining
  • 6.4.3 Language translation systems
• 6.5 Others

Chapter 7 Market estimates and forecast, by Application, 2021 - 2034 (USD Million)

• 7.1 Key trends
• 7.2 Intelligence, Surveillance & Reconnaissance (ISR)
  • 7.2.1 Satellite intelligence
  • 7.2.2 Aerial surveillance systems
  • 7.2.3 Ground-based surveillance
  • 7.2.4 Maritime surveillance
• 7.3 Cybersecurity and electronic warfare
  • 7.3.1 Threat detection and response
  • 7.3.2 Network security
  • 7.3.3 Electronic countermeasures
  • 7.3.4 Cyber defense systems
• 7.4 Command, Control, Communications & Intelligence (C3I)
  • 7.4.1 Command and control systems
  • 7.4.2 Communication networks
  • 7.4.3 Intelligence analysis
  • 7.4.4 AI-based decision support
• 7.5 Logistics and supply chain
  • 7.5.1 Predictive maintenance
  • 7.5.2 Inventory management
  • 7.5.3 Transportation optimization
  • 7.5.4 Others
• 7.6 Training and simulation
  • 7.6.1 Virtual reality training
  • 7.6.2 Combat simulation
  • 7.6.3 Scenario planning
  • 7.6.4 Others
• 7.7 Others

Chapter 8 Market estimates and forecast, by Platform, 2021 - 2034 (USD Million)

• 8.1 Key trends
• 8.2 Airborne
  • 8.2.1 Fighter aircraft
  • 8.2.2 Special mission aircraft
  • 8.2.3 Helicopters
  • 8.2.4 Unmanned aerial vehicles (UAV)
• 8.3 Land
  • 8.3.1 Military fighting vehicles (MFV)
  • 8.3.2 Unmanned ground vehicles (UGV)
  • 8.3.3 Weapons systems
• 8.4 Naval
  • 8.4.1 Ships
  • 8.4.2 Submarines
  • 8.4.3 Unmanned marine vehicles (UMVs)
• 8.5 Spaces
  • 8.5.1 Satellite systems
  • 8.5.2 Space surveillance
  • 8.5.3 Communication satellites

Chapter 9 Market estimates and forecast, by End Use, 2021 - 2034 (USD Million)

• 9.1 Key trends
• 9.2 Military
  • 9.2.1 Army
  • 9.2.2 Navy
  • 9.2.3 Air force
  • 9.2.4 Space force
  • 9.2.5 Marines
• 9.3 Intelligence agencies
  • 9.3.1 National intelligence services
  • 9.3.2 Military intelligence
  • 9.3.3 Cyber intelligence
• 9.4 Homeland security
  • 9.4.1 Border protection
  • 9.4.2 Emergency response
  • 9.4.3 Counter-terrorism

Chapter 10 Market estimates and forecast, by Region, 2021 - 2034 (USD Million)

• 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 Global Key Players
  • 11.1.1 Lockheed Martin Corporation
  • 11.1.2 Raytheon Technologies (RTX)
  • 11.1.3 Northrop Grumman Corporation
• 11.2 Regional Key Players
  • 11.2.1 North America
    • 11.2.1.1 General Dynamics
    • 11.2.1.2 Boeing
    • 11.2.1.3 L3Harris Technologies
  • 11.2.2 Europe
    • 11.2.2.1 BAE Systems plc
    • 11.2.2.2 Thales Group
    • 11.2.2.3 Rheinmetall AG
  • 11.2.3 Asia-Pacific
    • 11.2.3.1 Safran
    • 11.2.3.2 Rafael Advanced Defense Systems
• 11.3 Disruptors / Niche Players
  • 11.3.1 IBM Corporation
  • 11.3.2 Palantir Technologies
  • 11.3.3 Charles River Analytics
  • 11.3.4 SparkCognition
  • 11.3.5 Leidos
  • 11.3.6 Anduril Industries
  • 11.3.7 Shield AI
  • 11.3.8 Helsing
  • 11.3.9 Booz Allen Hamilton