Strategic Intelligence: Defense Predictions (2025)
Summary
At GlobalData, we track all themes impacting all companies across all sectors. Understanding the themes set out in this report will help you outperform your peers in 2025. The graphic below depicts our 2025 theme map. It highlights the big themes driving profits across industries and is the result of a series of interviews with senior industry executives and investors, reflecting an up-to-date view of the issues that keep them awake at night. Our 2025 theme map covers not only disruptive technology themes but also ESG, macroeconomic, and regulatory themes.
In the world of Aerospace, defense and security, our industry-specific themes focus on particular defense-related technologies, as well as trending segments of the market with the largest up-front investments in expanding production, R&D and product development. Naturally, geopolitics remains a central theme for aerospace and defense, as the core primary driver of investment and growth in this space.
In this report we look at the big themes for 2025 across the defense industry, identifying leading and disruptive companies for each theme.Our research shows that companies who invest in the right themes become success stories’ those who miss the big themes impacting their industry will fail. Given that so many themes are disruptive, it is easy to be blindsided by industry outsiders invading your sector.So, to help our clients gain a competitive advantage, GlobalData has developed its Strategic Intelligence Solution, a single, integrated global research platform that provides an easy-to-use framework for tracking all strategic issues-or themes-impacting all companies across all industries. Our strategic intelligence analysts assess how well companies are positioned for the future based on their competitive position in the main themes disrupting their sector.
Key Highlights
- Brief overviews of ten trending thematic topics relating to the defense industry, as well as predictions for how they will evolve in 2025.
- The key tending themes in the defense sector are covered.The investment and research & development opportunities for armed forces, suppliers, and institutional investors, across much of the defense value chain are covered. An overview of some of the companies most involved in particular themes featured.
- Determine potential investment companies based on trend analysis and market projections.
- Gaining an understanding of the market challenges and opportunities surrounding trending defense themes in 2025.
- Understanding how spending on these themes will fit into the overall defense market.
- Executive Summary
- The 2025 Theme Map
- Geopolitics
- Global conflicts and Trump 2.0 will redefine the contours of international politics
- NATO, Ukraine’s uncertain future, and European strategic autonomy
- Competition with China
- Artificial Intelligence
- AI continues to be a key battleground technology, and competition will intensify
- AI has major implications for the cybersecurity sector
- AI will provide solutions to the data deluge challenge, but raises ethical dilemmas
- Space Systems
- Competition between China and the US will drive growth as private sector seeks to capitalize
- Rising military reliance on commercial geospatial intelligence providers
- Innovations in materials science and 3D printing further enable market growth
- 3D Printing
- 3D printing help with the mass scaling required in modern defense production
- Internet of Military Things (IoMT)
- Innovative military IoT solutions will help alleviate the oncoming ‘data deluge’ challenge
- Military IoT to enhance interoperability in an increasingly digitized battlespace
- Manned-Unmanned Team capabilities to be enabled by advanced IoT solutions
- Uncrewed Systems
- Consumer drones and loitering munitions will continue spearheading innovation
- The market for UGVs continues to mature but yet to become mainstream
- Autonomy solutions and cost considerations driving growth of UMV market
- Counter-Drone Technologies
- Commercialization of the drone market driving demand for C-UAS capabilities
- C-UAS investment driving innovation in C4ISR technologies
- Directed Energy Weapons to play growing role in future C-UAS development
- Alternative Propulsion
- Growing eVTOLs & Urban Air Taxi services will provide new market opportunities
- Parallel technological innovation to buoy growth of the electric aircraft market
- ESG pressures drive hydrogen investment, but technological hurdles remain
- Nanotechnology
- Nanotechnology will eventually have a transformative effect on the economy…
- …But radical changes are further away
- Missile Defense
- Missile defense systems will be a core investment focus for 2025 globally
- Sensing and DEW systems are disrupting the landscape
- Glossary
- Further Reading
- GlobalData reports
- Our Thematic Research Methodology
- About GlobalData
- Contact Us
- List of Tables
- Table 1: Glossary
- Table 2: GlobalData reports
- List of Figures
- Figure 1: Our theme map shows the 40 biggest themes driving growth in aerospace, defense and security
- Figure 2: Artificial Intelligence
- Figure 3: Space Systems
- Figure 4: 3D Printing
- Figure 5: Internet of Military Things (IoMT)
- Figure 6: Uncrewed Systems
- Figure 7: Counter-Drone Technologies
- Figure 8: Alternative Propulsion
- Figure 9: Nanotechnology
- Figure 10: Missile Defense
- Figure 11: Our five-step approach for generating a sector scorecard
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