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市场调查报告书
商品编码
1941099
航空结构市场-全球产业规模、份额、趋势、机会和预测:按组件、材料、最终用途、平台、地区和竞争格局划分,2021-2031年Aerostructures Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented By Component, By Material, By End-Use, By Platform, By Region & Competition, 2021-2031F |
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全球航空结构市场预计将从 2025 年的 793.4 亿美元大幅成长至 2031 年的 1,185.3 亿美元,复合年增长率为 6.92%。
航空结构部件是指构成飞机主要承重部件的组件,例如机身、机翼、尾翼和发动机短舱,它们采用先进的金属和复合材料製造,以确保结构完整性和空气动力性能。这项成长主要源自于航空公司迫切需要更新机队,引进更节能的飞机,以及全球航空旅行需求持续成长所带来的产能提升需求。近期的客运量统计数据也印证了这个趋势。根据国际航空运输协会(IATA)的预测,到2024年,全球旅客周转量营收将年增10.4%,凸显了扩大运力的重要性。
| 市场概览 | |
|---|---|
| 预测期 | 2027-2031 |
| 市场规模:2025年 | 793.4亿美元 |
| 市场规模:2031年 | 1185.3亿美元 |
| 复合年增长率:2026-2031年 | 6.92% |
| 成长最快的细分市场 | 翼 |
| 最大的市场 | 北美洲 |
然而,该行业面临着供应链脆弱性方面的重大挑战,这可能会阻碍预期成长。航太原料采购持续困难以及熟练製造劳动力短缺,导致原始设备製造商 (OEM) 的生产延误和前置作业时间延长。这些物流限制使得供应商难以有效处理不断增长的订单积压,对全球航空结构市场的快速扩张构成了重大挑战。
民航机机队的积极更新计划正在从根本上改变机身、机翼和尾翼的需求。航空公司正在过渡到采用轻量化材料的新型飞机,并逐步淘汰老旧飞机,以降低营运成本并实现永续性目标。这迫使原始设备製造商 (OEM) 提高每月产量,进一步增加了对子组件的需求。根据波音公司于 2024 年 7 月发布的《2024-2043 年民航机市场展望》,未来 20 年航空业将需要 43,975 架新民航机,以满足替换和成长需求。这为结构部件供应商提供了所需的预测数据,以便他们可以投资于产能扩张和自动化。
同时,不断增长的国防预算和军机现代化为民用领域之外的航空结构专家带来了强劲的收入来源。日益紧张的地缘政治局势促使各国政府优先发展下一代战斗机和运输机,而这些飞机需要特殊的复合材料和金属结构以确保卓越的耐久性。根据斯德哥尔摩国际和平研究所(SIPRI)2024年4月发布的《全球军费开支趋势(2023)》概况介绍,全球军费开支预计将实际增长6.8%,达到2.443兆美元。为了满足民用和国防领域的双重需求,主要整合商都保持大量的订单积压。例如,截至2024年9月30日,空中巴士公司报告称其民航机订单达8,749架,这反映出供应链在交付关键机身硬体方面面临巨大的压力。
薄弱的供应链和长期存在的熟练劳动力短缺严重阻碍了全球航空结构市场的扩张。儘管航空公司正在加速机队现代化进程,但由于缺乏可靠的航太原料和合格技术人员,製造商面临许多实际限制。这些运作瓶颈扰乱了机身和机翼等关键部件所需的精确组装节奏,导致生产计划严重延误。因此,市场供需失衡,由于无法以原始设备製造商 (OEM) 要求的速度交付成品航空结构零件,导致收入确认延迟。
这项限制因素的严重性体现在已确认订单与实际产量之间日益扩大的差距上。根据国际航空运输协会(IATA)统计,2024年全球民航机订单已达到创纪录的17,000多架。如此庞大的交货订单表明,儘管市场需求强劲,但航空业缺乏将需求转化为实际成长所需的即时产能。这些物流和劳动力方面的障碍有效地限制了市场表现,并阻碍了供应商充分利用全球航空旅行持续復苏的机会。
随着製造商寻求稳定生产率并缓解技术纯熟劳工短缺问题,采用自动化纤维铺放 (AFP) 和机器人组装技术变得日益重要。供应商正从手工铺层製程转向高速自动化系统,以确保复杂复合复合材料零件的品质一致性,从而有效地将生产能力与劳动力限制脱钩,并实现机身和机翼组装的可预测生产。这种技术变革的规模体现在资本支出上。根据美国製造技术协会 (AMT) 2025 年 8 月发布的报告《随着自动化程度的提高和机械订单的增长,航太蓬勃发展》,2025 年上半年航太领域的製造技术订单同比增长 6%,这证实了该行业对机器人整合的坚定承诺。
同时,为因应供应链波动,结构件积层製造的产业化正朝着全面量产的方向发展。製造商利用这项技术生产轻量化零件,最大限度地减少材料浪费,并经常将多个子组件组合成单一结构。这种方法能够按需生产关键硬件,减少对铸造和锻造前置作业时间的依赖,并提高供应链效率。 GKN Aerospace 于 2025 年 12 月发布的新闻稿《GKN Aerospace 扩大在挪威的积层製造能力》印证了这一趋势。该公司在新闻稿中宣布投资 1,200 万挪威克朗,用于增材製造流程的产业化。这标誌着企业正向数位库存管理进行策略转型,以增强製造的韧性。
The Global Aerostructures Market is projected to expand significantly, growing from USD 79.34 Billion in 2025 to USD 118.53 Billion by 2031, representing a CAGR of 6.92%. Aerostructures comprise essential load-bearing elements of an airframe, such as the fuselage, wings, empennage, and nacelles, which are manufactured using advanced metallic and composite alloys to guarantee structural integrity and aerodynamic performance. This growth is primarily fueled by the urgent need for airlines to upgrade fleets with fuel-efficient aircraft and a continuous rise in global air travel demand, necessitating increased production rates. This momentum is supported by recent traffic statistics; according to the International Air Transport Association, total global revenue passenger kilometers rose by 10.4% in 2024 compared to the prior year, highlighting the critical requirement for expanded capacity.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 79.34 Billion |
| Market Size 2031 | USD 118.53 Billion |
| CAGR 2026-2031 | 6.92% |
| Fastest Growing Segment | Wing |
| Largest Market | North America |
However, the industry faces a substantial hurdle regarding supply chain fragility, which threatens to impede the expected growth. Persistent difficulties in sourcing aerospace-grade raw materials and a scarcity of skilled manufacturing labor have led to production delays and prolonged lead times for original equipment manufacturers. These logistical constraints limit the ability of suppliers to effectively address mounting order backlogs, presenting a major challenge to the rapid expansion of the global aerostructures market.
Market Driver
The aggressive implementation of commercial aircraft fleet replacement programs is fundamentally altering the demand landscape for fuselage sections, wings, and empennages. Airlines are actively retiring older models in favor of modern platforms that utilize lighter materials to cut operating costs and achieve sustainability targets, compelling original equipment manufacturers to increase monthly production rates and intensifying the need for sub-assemblies. According to Boeing's "Commercial Market Outlook 2024-2043" released in July 2024, the aviation industry will require 43,975 new commercial airplanes over the next 20 years to satisfy replacement and growth needs, providing structural suppliers with the visibility necessary to invest in capacity expansion and automation.
Concurrently, rising defense budgets and military fleet modernization offer a strong revenue stream for aerostructure specialists, separate from commercial cycles. Escalating geopolitical tensions have led governments to prioritize next-generation fighter jets and transport aircraft, which require specialized composite and metallic structures for superior durability. According to the Stockholm International Peace Research Institute's April 2024 Fact Sheet "Trends in World Military Expenditure, 2023," global military spending rose by 6.8% in real terms to reach $2,443 billion. To support this dual demand from both civil and defense sectors, major integrators are maintaining substantial order books; for instance, Airbus reported a backlog of 8,749 commercial aircraft as of September 30, 2024, reflecting the intense pressure on the supply chain to deliver critical airframe hardware.
Market Challenge
Supply chain fragility and a persistent shortage of skilled labor represent a significant barrier to the expansion of the Global Aerostructures Market. While airlines are eager to modernize their fleets, manufacturers are physically constrained by an inability to consistently source essential aerospace-grade raw materials and qualified technical personnel. This operational bottleneck disrupts the intricate assembly rhythm required for critical components like fuselages and wings, resulting in notable deviations from production schedules. Consequently, the market is seeing a disconnect between supply and demand, where revenue recognition is delayed because finished aerostructures cannot be delivered at the pace requested by original equipment manufacturers.
The severity of this constraint is evident in the widening gap between confirmed orders and actual manufacturing output. According to the International Air Transport Association, the global commercial aircraft backlog hit a record high of over 17,000 units in 2024. This massive accumulation of unfilled orders demonstrates that, despite strong market interest, the sector lacks the immediate industrial capacity to convert demand into tangible growth. These logistical and labor-related impediments effectively limit the market's performance, preventing suppliers from fully capitalizing on the sustained recovery in global air travel.
Market Trends
The adoption of Automated Fiber Placement and Robotic Assembly is becoming increasingly vital as manufacturers aim to stabilize production rates and mitigate skilled labor shortages. Suppliers are shifting from manual lay-up processes to high-speed automated systems that ensure consistent quality for complex composite sections, effectively decoupling manufacturing capacity from workforce constraints to allow for predictable output of fuselage and wing assemblies. The scale of this technological shift is reflected in capital expenditures; according to AMT - The Association For Manufacturing Technology's August 2025 report "Machinery Orders Rise as Automation Grows, Aerospace Soars," the aerospace sector increased the value of manufacturing technology orders by 6% in the first half of 2025 compared to the previous year, confirming a strong industrial commitment to robotic integration.
Simultaneously, the industrialization of Additive Manufacturing for structural components is advancing toward full-scale production to address supply chain volatility. Manufacturers are leveraging this technology to create lightweight parts with minimal material waste, often consolidating multi-part sub-assemblies into monolithic structures. This approach streamlines the supply chain by enabling on-demand fabrication of critical hardware, thereby reducing reliance on casting and forging lead times. Validating this trend, GKN Aerospace announced in a December 2025 press release titled "GKN Aerospace to Expand Additive Manufacturing capabilities in Norway" a co-investment of NOK 12 million to industrialize additive manufacturing processes, highlighting the sector's strategic move toward digital inventory to enhance manufacturing resilience.
Report Scope
In this report, the Global Aerostructures Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:
Company Profiles: Detailed analysis of the major companies present in the Global Aerostructures Market.
Global Aerostructures Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report: