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装甲车市场 - 2024 年至 2029 年预测Armored Vehicles Market - Forecasts from 2024 to 2029 |
装甲车市场预计将以3.22%的复合年增长率成长,市场规模从2022年的184.95亿美元达到2029年的230.94亿美元。
不断增加的国防预算透过鼓励增加军事现代化和设备采购项目的支出,在推动装甲车市场方面发挥关键作用。随着各国政府向国防投入更多资金,他们正在优先考虑建立军事能力,包括采购先进的装甲车以应对不断变化的安全威胁。增加的投资将使国防机构能够利用最新技术升级装甲车,例如先进的弹道防护系统、整合通讯系统和增强的机动能力。
此外,随着各国寻求加强防御能力以保护领土完整和国家利益,地缘政治紧张局势的加剧和对边防安全的日益重视,导致对装甲车的需求增加。因此,国防预算的增加成为推动装甲车市场成长的关键催化剂,推动了旨在加强军事能力并确保在日益复杂的安全环境中做好作战准备的研究、开发和采购倡议,从而刺激了投资。
2023-24 财政年度联盟预算提案的总支出为 450309.7 亿卢比。在本次预算中,共向国防部拨款593.3764亿卢比,占预算总额的13.18%。与 2022-23 年预算相比,这项拨款增加了 68,371.49 千万卢比 (13%)。
更加重视发展当地产能预计将推动市场成长。
此外,人们越来越重视发展本地製造能力,特别是在亚太地区、中东和非洲地区。这一转变旨在透过鼓励国内製造商开拓新的装甲车型号来扩大其在新兴市场的影响力。根据 2021 年的一份报告,到 2050 年,陆军每年购买地面战车的总成本估计平均约为 50 亿美元(以 2020 年货币计算)。其中包括 45 亿美元用于采购,5 亿美元用于研究、开发、测试和评估 (RDT&E)。
新兴国家增加国防预算预计将提振市场。
不断加剧的地缘政治紧张局势导致中国、印度、澳洲、韩国、新加坡和日本等国家花费大量资金购买新的装甲车,以取代车龄超过 30 年的老化车队。由于越来越重视保护士兵免受潜在危险,预计该行业将会成长。随着公司安全意识的增强,对单兵装甲车的需求预计也会扩大,导致市场上出现新的产品和进步。例如,军用车辆、移动系统和技术解决方案开发商 Oshkosh Defense, LLC 于 2022 年 1 月推出了首款混合电动JLTV(联合轻型战术车辆)。该公司推出的电动JLTV 宣称提高了燃油效率,保护士兵免受伤害,并配备了 30kWh 容量的电池。
各个新兴国家正投入大量国内生产毛额用于升级,以增强其军队的实力。增加装甲车的使用对于保护国家士兵免受攻击也很重要。印度政府在2023-24年预算中为国防部部分累计了59.4亿卢比,与前一年同期比较13%。其中,1,626,600卢比用于国防工业现代化和基础设施发展,包括使用品质更好的枪支、坦克和各种装甲车。同样,其他各国政府也将很大一部分预算用于国防发展。
此外,多家公司认为亚太新兴国家具有巨大的市场潜力,并正在扩大在该地区的业务。例如,总部位于土耳其萨卡里亚的军用车辆生产公司 Otokar 于 2022 年 3 月开始扩大在市场占有率。在马来西亚吉隆坡举行的亚洲国防服务展上,该公司展示了COBRA II战术装甲车和ARMA 66轮装甲车。由于国防领域支出的增加以及各政界相关人员和企业对装甲车的需求不断增长,预计未来几年装甲车市场将蓬勃发展。
国防领域预计将成长如下:
地区地缘政治紧张局势的加剧加剧了人们对国防和国家安全的关注。随着各国寻求保护自身利益,对能够在各种困难环境下有效运作并为军事人员提供卓越保护的装甲车的需求不断增长。例如,俄罗斯与乌克兰的战争是21世纪的重大衝突之一,俄罗斯吞併克里米亚以及随后在乌克兰东部发生的武装衝突造成了重大伤亡、流离失所和地缘政治紧张局势。
此外,许多国家持有老化的装甲车队,需要进行现代化和更新以保持战备状态。升级到技术先进、性能更好的装甲车将使国防军能够有效应对不断变化的威胁和挑战。例如,美国政府要求的 2024 财政年度海军研究、开发、测试和评估 (RDTE, N) 预算为 241 亿美元,其中包括 TACAMO 资本重组、哥伦比亚级潜艇、SSN(X) 攻击潜艇、DDG ( X) )重点关注未来能力发展,包括水面战机、F-35联合攻击战斗机、CH-53E直升机、无人机、高超音速武器和海军陆战队项目。这些投资增强了三位一体核武力量的生存能力,提高了隐身性、攻击能力和技术优势,确保了装甲车市场防御领域的成长。
此外,边防安全和反恐行动也成为全球关注的焦点。装甲车在保卫边境、进行监视和支持打击恐怖主义威胁的行动中发挥关键作用。在这种背景下,对能够在具有挑战性的地形中运行并提供增强保护的特种车辆的需求正在推动装甲车市场防御领域的成长。
美国总统向国防部 (DoD) 提出的 2023 年预算要求 7,730 亿美元,这是对国防部门的重大投资。预算分配的增加比基准水准高出 4.1%,比 2022 年要求的水准高出 8.1%,反映了装甲车市场国防领域的重大成长机会。透过对综合阻碍力和持久优势的持续和加强投资,预算支持先进装甲车的开发和采购,并加强国防部门的能力、防护和技术优势。此次预算增加认识到维持强大国防力量以应对不断变化的安全挑战(包括俄罗斯入侵乌克兰)以及保持技术优势的必要性的重要性。
预计亚太地区市场将会成长,尤其是印度。
装甲车是一种配备全不銹钢或铀装甲的车辆,供军事人员、贵宾、名人、执法人员等用于安全目的。贵宾流动的增加加上印度政府国防开支的增加,为印度装甲车的市场需求提供了积极的前景。例如,根据警方记录,2022 年访问维沙卡帕特南的贵宾人数为 1,143 人,比 2021 年访问的 623 人增加了 83.5%。据国防部称,2023-2024年国防预算较2022年增加13%。此外,鑑于恐怖攻击规模不断扩大,印度政府正在增强军事能力,预计将进一步带动印度装甲车的需求,并促进整体市场成长。
泰雷兹防护车辆面向重视士兵生存并需要为进一步整合功能包而建构的平台,特别是透过数位化实现的功能包,具有更高的保护性、机动性和负载容量。泰雷兹向世界各地的市场提供可用于技术转移和製造的一流车辆,其中包括敌视美国联邦车辆安全系统的国家。
The armored vehicles market is projected to rise at a compound annual growth rate (CAGR) of 3.22% to reach a market valuation of US$23.094 billion by 2029, from US$18.495 billion in 2022.
The rising defence budget plays a pivotal role in driving the market for armored vehicles by fueling increased spending on military modernization and equipment acquisition programs. As governments allocate more funds towards defense, they prioritize the enhancement of their armed forces' capabilities, including the procurement of advanced armored vehicles to address evolving security threats. This heightened investment enables defense organizations to upgrade their armored vehicle fleets with state-of-the-art technologies, such as advanced ballistic protection systems, integrated communication systems, and enhanced mobility features.
Furthermore, the escalating geopolitical tensions and the growing emphasis on border security worldwide contribute to the growing demand for armored vehicles as nations seek to bolster their defence capabilities to safeguard their territorial integrity and national interests. Consequently, the rising defence budget serves as a key catalyst for driving the armored vehicles market growth, stimulating investments in research, development, and procurement initiatives aimed at strengthening military capabilities and ensuring operational readiness in an increasingly complex security landscape.
The Union Budget for the Fiscal Year 2023-24 proposes a total expenditure amounting to Rs 45,03,097 crore. Within this budget, the Ministry of Defence has been allocated a total of Rs 5,93,537.64 crore, constituting 13.18% of the overall budget. This allocation marks an increase of Rs 68,371.49 crore (13%) compared to the budget for 2022-23
Growing emphasis on fostering local manufacturing capabilities is anticipated to propel market growth.
Moreover, there's a growing emphasis on fostering local manufacturing capabilities, particularly in the Asia-Pacific, Middle East, and African regions. This shift aims to encourage the development of new armored vehicle models by domestic manufacturers, thereby expanding their presence in regional markets. According to a 2021 report, the total costs for acquiring the Army's ground combat vehicles are estimated to average approximately $5 billion annually (in 2020 currency) until 2050. This comprises $4.5 billion allocated for procurement and $0.5 billion for research, development, testing, and evaluation (RDT&E) purposes .
Increasing defence budget by various developing countries is anticipated to boost the market
Countries like China, India, Australia, South Korea, Singapore, and Japan are spending heavily on the purchase of new armored vehicles to replace their aging fleets that have been in existence for more than 30 years due to the rising geopolitical tensions in the area. It is projected that the industry will expand as a result of the increased emphasis on protecting soldiers from potential dangers. The need for individual armored vehicles is also predicted to expand as company security awareness rises, leading to new introductions and advancements in the market. For instance, the first hybrid-electric JLTV (Joint Light Tactical Vehicle) was unveiled in January 2022 by Oshkosh Defence, LLC, a company that develops military vehicles, mobility systems, and technological solutions. The electric JLTV that the business unveiled touted increased fuel economy, shielded soldiers from injury, and had a battery with a 30kWh capacity.
Various developing countries are investing a significant sum of their GDP in the upgrade and making their military more powerful. The increasing use of armored vehicles is also important as it can protect soldiers of the country, safeguarding them from attacks. The government of India set aside 5.94 lakh crores in the budget of 2023-24 for the defence segment, a jump of 13% in value from the previous year. A sum of Rs 1,62,600 crore will be allocated to just modernization & infrastructure development in the defence industry, which includes the use of higher-quality guns, tanks, and various armored vehicles. Similarly, various other governments are also allocating a major share of their budget for developing their defence.
Additionally, various companies see these developing countries of Asia Pacific as they have huge potential in the market and expanding their presence in the region. For instance, Otokar, a Turkish company situated in Sakarya that produces military vehicles, set out in March 2022 to increase its market share in the Asia Pacific region. At the Defence Services Asia exhibition in Kuala Lumpur, Malaysia, the company showed COBRA II tactical armored vehicles as well as ARMA 66-wheeled armored vehicles. The increasing expenditure on the defence segment and the surging need for armored vehicles by various politicians and company officials will boost the armored vehicle market in the coming years.
The defence segment is projected to grow
Heightened geopolitical tensions across regions have resulted in a growing focus on defence and national security. As countries seek to protect their interests, there is an increased demand for armored vehicles that can effectively operate in various challenging environments and provide superior protection to military personnel. For instance, the Russia-Ukraine war is one of the major conflicts of the 21st century, marked by Russia's annexation of Crimea and subsequent armed conflict in eastern Ukraine, resulting in significant casualties, displacement, and geopolitical tensions.
Moreover, many nations possess aging armored vehicle fleets that require modernization or replacement to maintain operational readiness. Upgrading to technologically advanced and more capable armored vehicles ensures that defence forces can effectively respond to evolving threats and challenges. For instance, the $24.1 billion budget request by the US government for FY2024 for Research, Development, Test and Evaluation, Navy (RDTE, N) focuses on developing future capabilities, including TACAMO recapitalization, Columbia class submarine, SSN(X) attack submarine, DDG(X) surface combatant, F-35 Joint Strike Fighter, CH-53E helicopter, unmanned vehicles, hypersonic weapons, and Marine Corps programs. These investments enhance the survivable leg of the nuclear triad, and increase stealth, offensive capabilities, and technological superiority, ensuring growth in the defence segment of the armored vehicle market.
Additionally, border security and counter-terrorism operations have gained prominence globally. Armored vehicles play a crucial role in securing borders, conducting surveillance, and supporting operations against terrorist threats. The need for specialized vehicles capable of operating in challenging terrains and providing enhanced protection in these contexts has spurred the growth of the defence segment in the armored vehicle market.
The US President's FY 2023 budget request for the Department of Defence (DoD) amounting to $773 billion signifies a substantial investment in the defence sector. This increased budget allocation of 4.1 percent over the FY 2022 base level and 8.1 percent over the FY 2022 requested level reflects a significant growth opportunity for the defence segment in the armored vehicle market. With sustained and strengthened investments in integrated deterrence and enduring advantages, the budget supports the development and acquisition of advanced armored vehicles, enhancing the capabilities, protection, and technological edge of the defence sector. This increased funding recognizes the importance of maintaining strong defence capabilities in response to evolving security challenges, including Russia's invasion of Ukraine and the need to preserve technological superiority.
The market is projected to grow in the Asia Pacific region especially India
Armored vehicles are a type of vehicle that is fitted with complete stainless steel or uranium armored plating and are used for security purposes by military personnel, VIPs, celebrities, and law enforcement. The growing VIP movements, coupled with the increase in defence spending of the Indian government have provided a positive outlook to the market demand for armored vehicles in India. For instance, according to the police records, in 2022, the number of VVIPs who visited Visakhapatnam stood at 1,143 which signified an increase of 83.5% in comparison to 623 VVIPs visited in 2021. According to the Ministry of Defence, the Defence budget for the year 2023-2024 witnessed a 13% increase in comparison to 2022. Furthermore, the growing scale of terrorist attacks has also made the Indian government boost its military strength, which is expected to further bolster the demand for armored vehicles in India, thereby augmenting the overall market growth.
Thales-protected vehicles offer higher protection, mobility, and payload for clients who value the survival of their soldiers and need a platform built for further integration of capability packages, particularly those made feasible by digitalization. Top-notch automobiles, with the ability to transfer technology or manufacture, are provided by Thales to the global market, including nations that are antagonistic to the US Federal Motor Safety System.