Cover Image
市場調查報告書

俄羅斯的國防工業預測:市場魅力,競爭情形,預測

The Future of the Russian Defense Industry - Market Attractiveness, Competitive Landscape and Forecasts to 2022

出版商 Strategic Defence Intelligence 商品編碼 264654
出版日期 內容資訊 英文 139 Pages
訂單完成後即時交付
價格
Back to Top
俄羅斯的國防工業預測:市場魅力,競爭情形,預測 The Future of the Russian Defense Industry - Market Attractiveness, Competitive Landscape and Forecasts to 2022
出版日期: 2017年09月12日 內容資訊: 英文 139 Pages
簡介

俄羅斯的國防費用,預計將以年複合成長率(CAGR)12.84%的速度擴大,到2019年佔GDP的4.5%。

本報告提供俄羅斯的國防工業調查分析,提供國防預算的詳細內容與預測,不同市場區隔的市場詳細內容與預測,再加上主要企業簡介,過去12個月的新興趨勢與機會等彙整資料,為您概述為以下內容。

第1章 簡介

第2章 摘要整理

第3章 市場魅力和新興的機會

  • 國防市場規模的實際成果與預測
  • 國防預算分配分析
  • 國家安全市場的規模與預測
  • 主要全球市場的基準
  • 市場機會:主要趨勢與促進成長要素

第4章 國防採購市場趨勢

  • 進口市場趨勢
  • 出口市場趨勢

第5章 產業趨勢

  • 波特的五力分析

第6章 打入市場策略

  • 市場法規
  • 打入市場途徑
  • 主要課題

第7章 競爭情形與策略性考察

  • 競爭情形概要
  • 主要的國內企業
    • Sukhoi
    • Splav
    • Tactical Missiles Corporation
    • Almaz-Antey
    • United Aircraft Corporation
    • KBP Instrument Design Bureau
    • V.A. Degtyarev Plant
    • Kurganmashzavod
    • Uralvagonzavod
    • Izhevsk Mechanical Works
    • Irkut Corporation
    • Oboronprom Corporation

第8章 經濟環境與國家風險

  • 人口·社會統計
  • 經濟實際成果
  • 能源和公共事業
  • 基本設備品質及利用性
  • 礦物
  • 技術
  • 通訊

第9章 附錄

圖表

本網頁內容可能與最新版本有所差異。詳細情況請與我們聯繫。

目錄

Summary

Russian military expenditure values US$48.7 Billion in 2017 and registered a CAGR of -7.40% during 2013-2017. Russian defense modernization has traditionally been funded by booming oil and gas profits; however the crash in the global energy market has resulted in erosion in the country's revenues and as such has forced the country to adopt austerity measures to cut down on government expenditure. The problem is further compounded by the on-going sanctions on Russia, which have forced the country to rationalize its expenditure and prioritize investments.

Russian homeland security (HLS) expenditure recorded a CAGR of -16.80% during the historic period. However, it is estimated to record a CAGR of 5.39% during the forecast period to 2022. This expenditure is primarily driven by the need to protect the country from cyber threats, and to strengthen its border protection, by investing in surveillance and intelligence technologies such as electronic identification documents, automated border crossing systems, and CCTV (closed circuit television) systems.

Aircraft accounted for the largest share of imports during 2012-2016, with Ukraine being the biggest supplier. The country acquired Antonov An-148 aircraft in 2013, Mi-28N helicopters and Mi-35M helicopters, Su-27SM3, Su-34, Yak-130, and Su-35S aircraft during 2012-2016, and the other significant import partners include Italy, the Czech Republic, Turkey, and France. However, the sanctions placed on Russian entities, owing to its involvement in the Ukrainian civil war have effectively ceased any further supplies to the Russian arms industry, except Turkey, none of the other European defense trade partners have supplied any major defense equipment to the country since 2014.

Russian weapons and equipment are also in high demand internationally, due to affordability and performance standards. India, Vietnam and China are Russia's biggest defense export consumers, but have reduced procurements over the last couple of years; as a result the Russian Government is now focused on expanding its export market to countries in South America and Africa. Other major consumers of Russia's military goods include Algeria, Venezuela, Azerbaijan, and Iraq.

The report "The Future of the Russian Defense Industry - Market Attractiveness, Competitive Landscape and Forecasts to 2022" offers detailed analysis of the Russian defense industry with market size forecasts covering the next five years. This report will also analyze factors that influence demand for the industry, key market trends, and challenges faced by industry participants.

In particular, it provides an in-depth analysis of the following -

The Russian defense industry market size and drivers: detailed analysis of the Russian defense industry during 2018-2022, including highlights of the demand drivers and growth stimulators for the industry. It also provides a snapshot of the country's expenditure and modernization patterns.

Budget allocation and key challenges: insights into procurement schedules formulated within the country and a breakdown of the defense budget with respect to capital expenditure and revenue expenditure. It also details the key challenges faced by defense market participants within the country.

Porter's Five Force analysis of the Russian defense industry: analysis of the market characteristics by determining the bargaining power of suppliers, bargaining power of buyers, threat of substitution, intensity of rivalry, and barriers to entry.

Import and Export Dynamics: analysis of prevalent trends in the country's imports and exports over the last five years.

Market opportunities: details of the top five defense investment opportunities over the next 10 years.

Competitive landscape and strategic insights: analysis of the competitive landscape of the Russian defense industry. It provides an overview of key players, together with insights such as key alliances, strategic initiatives, and a brief financial analysis.

Companies mentioned in this report: United Aircraft Corporation (UAC), Sukhoi, Splav, Tactical Missiles Corporation, Almaz-Antey, KBP Instrument Design Bureau, V.A.Degtyarev Plant, Kurganmashzavod, Uralvagonzavod, Izhevsk Mechanical Works (IZHMASH), Irkut Corporation, Oboronprom Corporation

Scope

Russia's defense expenditure in 2017 values US$48.7 billion, recording a CAGR of -7.40% during the historic period, and it is expected to cumulatively value US$270.8 billion over the forecast period. Russia has the world's longest land border, which it shares with 16 other countries, along with maritime borders with Japan, via the sea of Okhotsk, and the US state of Alaska, across the Bering Strait. The country places the utmost importance on the protection of its borders and critical infrastructure, which covers a large geographical area that is rich in natural resources.

During the historic period, the Russian Government allocated an average of 47.1% of its total defense budget to capital expenditure and the remaining 52.9% to revenue expenditure. Capital expenditure is expected to decrease during the forecast period to an average of 40.2%, due to the Russian Ministry of Finance setting a target of cutting defense spending by 12% by 2018.

The MoD is expected to invest in space based ISR, transport aircraft, and multi-role aircraft.

Reasons to buy

This report will give the user confidence to make the correct business decisions based on a detailed analysis of the Russian defense industry market trends for the coming five years

The market opportunity section will inform the user about the various military requirements that are expected to generate revenues during the forecast period. The description includes technical specifications, recent orders, and the expected investment pattern by the country during the forecast period

Detailed profiles of the top domestic and foreign defense manufacturers with information about their products, alliances, recent contract wins, and financial analysis wherever available. This will provide the user with a total competitive landscape of the sector

A deep qualitative analysis of the Russian defense industry covering sections including demand drivers, Porter's Five Forces Analysis, Key Trends and Growth Stimulators, and latest industry contracts

Table of Contents

Table of Contents

1 Introduction 8

  • 1.1 What is this Report About? 8
  • 1.2 Definitions 8
  • 1.3 Summary Methodology 10
  • 1.4 About Strategic Defence Intelligence 11

2 Executive Summary 12

3 Market Attractiveness and Emerging Opportunities 14

  • 3.1 Current Market Scenario 15
    • 3.1.1 Primary Threat Perception 15
    • 3.1.2 Military Doctrine & Strategy 16
    • 3.1.3 Military Fleet Size 30
    • 3.1.4 Procurement Programs 36
    • 3.1.5 Social, Political and Economic Environment & Support for Defense Projects 39
    • 3.1.6 Political and Strategic Alliances 40
  • 3.2 Defense Market Size Historical and Forecast 42
    • 3.2.1 Russia's defense budget to grow at a CAGR of 8.62% to value US$65.2 billion by 2022 42
    • 3.2.2 Military modernization and defense exports to drive defense expenditure over the forecast period 45
    • 3.2.3 Defense expenditure as a percentage of GDP is expected to average 3.14% over the forecast period 47
  • 3.3 Analysis of Defense Budget Allocation 49
    • 3.3.1 The majority of Russia's defense budget is allocated to revenue expenditure 49
    • 3.3.2 Capital expenditure is expected to record a CAGR of 20.47% during the forecast period 51
    • 3.3.3 Per capita defense expenditure expected to increase over the forecast period 54
  • 3.4 Homeland Security Market Size and Forecast 55
    • 3.4.1 Russian homeland security expenditure forecast to reach US$41.1 billion by 2022 55
    • 3.4.2 Border security and the fight against cyber-attacks are mains factors for growth in the homeland security market 57
    • 3.4.3 The Terrorism Heat Map considers Russia a "highly affected" region 59
    • 3.4.4 Russia faces "high risk" from acts of terrorism 60
    • 3.4.5 Russia faces a significant threat from terrorists 62
  • 3.5 Benchmarking with Key Global Markets 63
    • 3.5.1 Russia's defense budget is expected to grow significantly during the forecast period 63
    • 3.5.2 Russia is world's third largest defense spender 65
    • 3.5.3 Russia allocated 3.1% of its GDP to defense in 2017 66
  • 3.6 Market Opportunities: Key Trends and Growth Stimulators 67
    • 3.6.1 Space-based ISR 67
    • 3.6.2 Transport Aircraft 69
    • 3.6.3 Multi-role Aircraft 70

4 Defense Procurement Market Dynamics 72

  • 4.1 Import Market Dynamics 72
    • 4.1.1 The country's defense imports are low owing to a developed indigenous sector 72
    • 4.1.2 Ukraine was the key defense supplier to Russia 74
    • 4.1.3 Aircraft and engines were the key defense imports during 2012-2016 75
  • 4.2 Export Market Dynamics 76
    • 4.2.1 Russia's exports witnessed a decline during 2012-2016 76
    • 4.2.2 India, China, and Vietnam are Russia's main defense equipment purchasers 77
    • 4.2.3 Aircraft and ships account for the majority of Russia's defense exports 78

5 Industry Dynamics 79

  • 5.1 Five Forces Analysis 79
    • 5.1.1 Bargaining power of supplier: medium to high 80
    • 5.1.2 Bargaining power of buyer: high 80
    • 5.1.3 Barrier to entry: high 80
    • 5.1.4 Intensity of rivalry: high 80
    • 5.1.5 Threat of substitution: high 80

6 Market Entry Strategy 81

  • 6.1 Market Regulation 81
    • 6.1.1 Entry into defense sector is highly regulated 81
  • 6.2 Market Entry Route 82
    • 6.2.1 Budgeting Process 83
    • 6.2.2 Procurement Policy and Process 85
  • 6.3 Key Challenges 86
    • 6.3.1 Russian Government's aversion to Western defense technology 86

7 Competitive Landscape and Strategic Insights 87

  • 7.1 Competitive Landscape Overview 87
    • 7.1.1 Domestic industry in the process of consolidation for better focus and fund allocation 88
    • 7.1.2 Defense sector is dominated by domestic firms, with no foreign presence 88
  • 7.2 Key Domestic Companies 89
    • 7.2.1 United Aircraft Corporation - overview 89
    • 7.2.2 United Aircraft Corporation - Major Products 89
    • 7.2.3 United Aircraft Corporation - recent announcements and strategic initiatives 89
    • 7.2.4 United Aircraft Corporation - Alliances 90
    • 7.2.5 Sukhoi: overview 92
    • 7.2.6 Sukhoi: Products 92
    • 7.2.7 Sukhoi: recent announcements and strategic initiatives 93
    • 7.2.8 Sukhoi: Alliances 95
    • 7.2.9 Sukhoi: Recent Contract Awards 95
    • 7.2.10 Splav - overview 97
    • 7.2.11 Splav - Major Products 97
    • 7.2.12 Tactical Missiles Corporation: overview 98
    • 7.2.13 Tactical Missiles Corporation - Major Products 98
    • 7.2.14 Tactical Missiles Corporation - recent announcements and strategic initiatives 99
    • 7.2.15 Tactical Missiles Corporation - Alliances 99
    • 7.2.16 Tactical Missiles Corporation - Recent Contract Wins 100
    • 7.2.17 Almaz-Antey - overview 101
    • 7.2.18 Almaz-Antey - Major Products 101
    • 7.2.19 Almaz-Antey - recent announcements and strategic initiatives 101
    • 7.2.20 Almaz-Antey - Alliances 102
    • 7.2.21 Almaz-Antey - Recent Contract Wins 102
    • 7.2.22 KBP Instrument Design Bureau - overview 103
    • 7.2.23 KBP Instrument Design Bureau - Major Products 104
    • 7.2.24 KBP Instrument Design Bureau - recent announcements and strategic initiatives 104
    • 7.2.25 KBP Instrument Design Bureau - Recent Contract Wins 105
    • 7.2.26 V.A.Degtyarev Plant - overview 106
    • 7.2.27 V.A.Degtyarev Plant - Major Products 107
    • 7.2.28 Kurganmashzavod - overview 108
    • 7.2.29 Kurganmashzavod - Major Products and Services 108
    • 7.2.30 Kurganmashzavod - recent announcements and strategic initiatives 109
    • 7.2.31 Kurganmashzavod - alliances 109
    • 7.2.32 Kurganmashzavod - recent contract wins 109
    • 7.2.33 Uralvagonzavod - Overview 110
    • 7.2.34 Uralvagonzavod - Major Products 110
    • 7.2.35 Uralvagonzavod - Recent Announcements and Strategic Initiatives 110
    • 7.2.36 Uralvagonzavod - Alliances 111
    • 7.2.37 Uralvagonzavod - Recent Contract Wins 111
    • 7.2.38 Izhevsk Mechanical Works - overview 112
    • 7.2.39 Izhevsk Mechanical Works - Major Products 112
    • 7.2.40 Izhevsk Mechanical Works - recent announcements and strategic initiatives 113
    • 7.2.41 Irkut Corporation - overview 114
    • 7.2.42 Irkut Corporation - Major Products 114
    • 7.2.43 Irkut Corporation - recent announcements and strategic initiatives 115
    • 7.2.44 Irkut Corporation - Alliances 115
    • 7.2.45 Irkut Corporation - Recent Contract Wins 116
    • 7.2.46 Irkut Corporation - financial analysis 117
    • 7.2.47 Oboronprom Corporation - overview 119
    • 7.2.48 Oboronprom Corporation - Major Products 119
    • 7.2.49 Oboronprom Corporation - recent announcements and strategic initiatives 120
    • 7.2.50 Oboronprom Corporation - Alliances 121
    • 7.2.51 Oboronprom Corporation - Recent Contract Wins 121

8 Business Environment and Country Risk 123

  • 8.1 Economic Performance 123
    • 8.1.1 GDP Per Capita, US$ 123
    • 8.1.2 GDP (current US$ Billion) 124
    • 8.1.3 Exports of Goods and Services (LCU Billion) 125
    • 8.1.4 Imports of Goods and Services (LCU Billion) 126
    • 8.1.5 Gross National Disposable Income (US$ Billion) 127
    • 8.1.6 LCU per US$ (Period Average) 128
    • 8.1.7 Market Capitalization of Listed Companies (US$ Billion) 129
    • 8.1.8 Market Capitalization of Listed Companies (% of GDP) 130
    • 8.1.9 Government cash surplus/deficit as % of GDP (LCU) 131
    • 8.1.10 Goods Exports as a Percentage of GDP 132
    • 8.1.11 Goods Imports as a Percentage of GDP 133
    • 8.1.12 Services Imports as a Percentage of GDP 134
    • 8.1.13 Services Exports as a percentage of GDP 135
    • 8.1.14 Foreign Direct Investment, net (BoP, current US$ Billion) 136
    • 8.1.15 Net Foreign Direct Investment as a Percentage of GDP 137
    • 8.1.16 Mining, Manufacturing, and Utilities Output (LCU Billion) 138

9 Appendix 139

  • 9.1 About SDI 139
  • 9.2 Disclaimer 139

List of Tables

List of Tables

  • Table 1: Key Electronic Warfare Systems 16
  • Table 2: Key Tactical Attack Weapon Systems and Precision Guided Munitions Projects 18
  • Table 3: Key Long Range Ballistic Missile Programs 19
  • Table 4: Ongoing Nuclear Delivery Platform Programs 21
  • Table 5: Ongoing Naval Modernization Programs 22
  • Table 6: Key Air Force Modernization Programs 24
  • Table 7: Key Air Defense Programs 25
  • Table 8: Key Air Force Transport Aircraft Modernization Programs 26
  • Table 9: Key Programs for Development of Unmanned Systems 27
  • Table 10: Key Army Modernization Programs 28
  • Table 11: Russian Ground Forces Strength 30
  • Table 12: Russian Aerospace Defense Forces Strength 32
  • Table 13: Russian Naval Forces Strength 34
  • Table 14: Russian - On-going Development and Procurement Programs 36
  • Table 15: Russian - Future Procurement Programs 37
  • Table 16: Russian Defense Expenditure (RUB Billion & US$ Billion), 2013-2022 43
  • Table 17: Russian GDP Growth and Defense Expenditure as a Percentage of GDP Growth, 2013-2022 47
  • Table 18: Russian Defense Budget Split Between Capital and Revenue Expenditure (%), 2013-2022 49
  • Table 19: Russian Defense Capital Expenditure (RUB Billion and US$ Billion), 2013-2022 52
  • Table 20: Russian Per Capita Defense Expenditure (US$), 2013-2022 54
  • Table 21: Russian Homeland Security Expenditure (RUB Billion & US$ Billion), 2013-2022 55
  • Table 22: Terrorism Index, 2017 60
  • Table 23: Benchmarking with Key Markets - 2013-2017 vs. 2018-2022 63
  • Table 24: Russian Budget Formation Timetable 83
  • Table 25: Competitive Landscape of the Russian Defense Industry 87
  • Table 26: United Aircraft Corporation - Major Products 89
  • Table 27: United Aircraft Corporation - Alliances 90
  • Table 28: Sukhoi - Major Products 92
  • Table 29: Sukhoi - Alliances 95
  • Table 30: Sukhoi - Recent Contract Wins 95
  • Table 31: Splav - Major Products 97
  • Table 32: Tactical Missiles Corporation - Major Products 98
  • Table 33: Tactical Missiles Corporation - Alliances 99
  • Table 34: Tactical Missiles Corporation - Recent Contract Wins 100
  • Table 35: Almaz-Antey - Major Products 101
  • Table 36: Almaz-Antey - Alliances 102
  • Table 37: Almaz-Antey - Recent Contract Wins 102
  • Table 38: KBP Instrument Design Bureau - Major Products 104
  • Table 39: KBP Instrument Design Bureau - recent contract wins 105
  • Table 40: V.A.Degtyarev Plant - Major Products 107
  • Table 41: Kurganmashzavod - Major Products and Services 108
  • Table 42: Kurganmashzavod - Alliances 109
  • Table 43: Kurganmashzavod - Recent Contract Wins 109
  • Table 44: Uralvagonzavod - Major Products 110
  • Table 45: Uralvagonzavod - Alliances 111
  • Table 46: Uralvagonzavod - Recent Contract Wins 111
  • Table 47: Izhevsk Mechanical Works - Major Products 112
  • Table 48: Irkut Corporation - Major Products 114
  • Table 49: Irkut Corporation - Alliances 115
  • Table 50: Irkut Corporation - Recent Contract Wins 116
  • Table 51: Oboronprom Corporation - Major Products 119
  • Table 52: Oboronprom Corporation - Alliances 121
  • Table 53: Oboronprom Corporation - Recent Contract Wins 121

List of Figures

List of Figures

  • Figure 1: Russian Defense Expenditure (RUB Billion), 2013-2022 43
  • Figure 2: Russian Defense Expenditure (US$ Billion), 2013-2022 44
  • Figure 3: Russian GDP Growth vs. Defense Expenditure as Percentage of GDP Growth, 2013-2022 48
  • Figure 4:Russian Defense Budget Split Between Capital and Revenue Expenditure (%), 2013-2022 50
  • Figure 5: Russian Defense Capital Expenditure (RUB Billion), 2013-2022 52
  • Figure 6: Russian Defense Capital Expenditure (US$ Billion), 2013-2022 53
  • Figure 7: Russian Per Capita Defense Expenditure (US$), 2013-2022 54
  • Figure 8: Russian Homeland Security Budget (RUB Billion), 2013-2022 56
  • Figure 9: Russian Homeland Security Budget (US$ Billion), 2013-2022 56
  • Figure 10: Terrorism Heat Map, 2017 59
  • Figure 11: Terrorism Index 62
  • Figure 12: Benchmarking with Key Markets - 2013-2017 vs. 2018-2022 64
  • Figure 13: Defense Expenditure of the World's Largest Military Spenders (US$ Billion), 2017 and 2022 65
  • Figure 14: Defense Expenditure as a Percentage of GDP of Largest Military Spenders (%), 2017 66
  • Figure 15: Space-Based ISR Market Size (US$ Million), 2017-2027 68
  • Figure 16: Transport Aircraft Market Size (US$ Million), 2017-2027 69
  • Figure 17: Multi-Role Aircraft Market Size (US$ Million), 2017-2027 71
  • Figure 18: Russian Defense Import Trend, 2012-2016 (TIV values) 73
  • Figure 19: Russian Defense Imports by Country (%), 2012-2016 74
  • Figure 20: Russian Defense Imports by Category (%), 2012-2016 75
  • Figure 21: Russian Defense Export Trend, 2012-2016 (TIV values) 76
  • Figure 22: Russian Defense Exports by Country (%), 2012-2016 77
  • Figure 23: Russian Defense Exports by Category (%), 2012-2016 78
  • Figure 24: Industry Dynamics Porter's Five Forces Analysis 79
  • Figure 25: Irkut Corporation - Revenue Trend Analysis (RUB Billion), 2012-2016 117
  • Figure 26: Irkut Corporation - Operating Profit (US$ Million), 2012-2016 117
  • Figure 27: Irkut Corporation - Net Profit Trend Analysis (US$ Million), 2012-2016 118
  • Figure 28: GDP Per Capita in US$, 2015-2025 123
  • Figure 29: GDP (Current US$ Billion), 2015-2025 124
  • Figure 30: Exports of Goods and Services (LCU Billion), 2005-2014 125
  • Figure 31: Imports of Goods and Services (LCU Billion), 2005-2014 126
  • Figure 32: Gross National Disposable Income (US$ Billion), 2008-2013 127
  • Figure 33: LCU Per US$ (Period Average), 2015-2024 128
  • Figure 34: Market Capitalization of Listed Companies (US$ Billion), 2005-2012 129
  • Figure 35: Market Capitalization of Listed Companies (% of GDP), 2005-2012 130
  • Figure 36: Government cash surplus/deficit as % of GDP (LCU), 2003-2012 131
  • Figure 37: Goods Exports as a Percentage of GDP, 2005-2014 132
  • Figure 38: Goods Imports as a Percentage of GDP, 2005-2014 133
  • Figure 39: Service Imports as a Percentage of GDP, 2005-2014 134
  • Figure 40: Services Exports as a Percentage of GDP, 2005-2012 135
  • Figure 41: Foreign Direct Investment, Net (BoP, Current US$ Billion), 2005-2014 136
  • Figure 42: Net Foreign Direct Investment as a Percentage of GDP, 2005-2014 137
  • Figure 43: Mining, Manufacturing, Utilities Output (LCU Billion), 2005-2014 138
Back to Top