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市場調查報告書

防衛產業的流行疾病後期成長機會分析

Post-pandemic Growth Opportunity Analysis of the Defence Industry

出版商 Frost & Sullivan 商品編碼 940874
出版日期 內容資訊 英文 33 Pages
商品交期: 最快1-2個工作天內
價格
防衛產業的流行疾病後期成長機會分析 Post-pandemic Growth Opportunity Analysis of the Defence Industry
出版日期: 2020年05月25日內容資訊: 英文 33 Pages
簡介

全球防衛支出額度2018年達1.8兆美元、是史上最高金額。COVID-19跟至今為止的金融危機與健康危機不同、是公眾衛生與經濟的雙重危機。

本報告針對防衛產業受到COVID-19流行疾病危機、在經濟與防衛支出上的影響進行調查、並一情況分類發生的事態。另外、也涵蓋全球防衛供應鏈影響分析。

成長環境

  • 流行疾病修正國防產業
  • 主要預測基準
  • GDP預測
  • 防衛費:全球歷史趨勢
  • 防衛費:地區歷史趨勢
  • 防衛費動向相關討論
  • GDP相關地理政治學:促進防衛支出
  • 地政學因素討論
  • 防衛費15大Dashboard
  • 概要:對防衛費的影響
  • 供應鏈的影響
  • 防衛產業的長期影響
  • 其他預測趨勢
  • 防衛市場未來展望

成長機會

  • 成長機會1:2020年ソ投資組合整合的合併與收購
  • 成長機會2:成本下降與獲得售後市場的垂直整合
  • 成長機會3:精益運營的機器人與AI
  • 成長機會4:提升運用效率的多人控制
  • 成長機會5:更迅速應對災害的CBRN
  • 成長機會6:虛擬學習環境的訓練與模擬

主要企業

  • 其他地區活動企業

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目錄
Product Code: MF75-16

Preparing for the Rebound

The global defence spending was recorded at $1.8 trillion in 2018; the highest spending recorded, to date. The COVID-19 epidemic is likely to reduce defence spending as governments around the world allocate funds for both fighting the pandemic and reviving the economy. COVID-19 is a dual crisis-public health and economic downturn-unlike any other preceding financial or health crisis. Stresses in the financial system led to the Global Financial Crisis of 2008 and the collapse of the stock market, followed by a decrease in demand due to lower per capita income. The Dotcom burst was led by a collapse of the stock market.

Previous health emergencies, such as the outbreak of SARS or EBOLA, were limited in their geographical scope and the consequent effect on the world economy. COVID-19 is a supply-chain-led shock due to lockdown measures, which portends the winding down of businesses with consequent spill over onto demand and the financial system. The underlying demand and economy were healthy before the start of the crisis. Therefore, the restoration of supply and economy will depend on how quickly the disease is contained.

Examination of previous trends has shown that defence spending is a function of political uncertainty, GDP growth, and budget deficits, with political tension emerging as the dominant factor. Frost & Sullivan estimates that political uncertainty will increase due to attempts at political isolation of China which is being blamed for giving incorrect information on the true nature of the infection. This would be compounded by the actions of Russia and North Korea which seek to take advantage of the geopolitical chaos. In the near term (2020-2021), Frost & Sullivan estimates that the defence spending will stagnate or dip slightly, subject to political factors; however, in the long term, the defence spending is likely to go down by at least 10% as seen in the past.

This report will further investigate the effects of the crisis and its impact on the economy and defence spending, breaking down what will potentially happen into scenarios. Furthermore, the virus has had the biggest impact on global defence supply chains, which will be investigated in greater detail, such as a risk of greater supply chain solvency. A future outlook is provided, whereby an overview of the defence industry for the next 6 to12 months is discussed. Most importantly, the report will analyse six growth opportunities that will emerge from the crisis for companies to investigate and follow.

Table of Contents

Growth Environment

  • Revised State of the Defence Industry Due to the Pandemic
  • Key Forecast Criteria
  • GDP Forecast
  • Defence Spending: Global Historical Trend
  • Defence Spending: Regional Historical Trend
  • Discussion of Defence Spending Trends
  • Geopolitics Over GDP: Driving Defence Spending
  • Discussion of Geopolitical Factors
  • Discussion of Geopolitical Factors (continued)
  • Discussion of Geopolitical Factors (continued)
  • Top 15 Defence Spenders Dashboard
  • Summary: Impact on Defence Spending
  • Impact on Supply Chain
  • Long Term Impacts On Defence Industry
  • Other Forecast Trends
  • Defence Market Future Outlook

Growth Opportunities

  • Growth Opportunity 1: Mergers & Acquisitions for Portfolio Consolidation, 2020
  • Growth Opportunity 2: Vertical Integration for Lower Costs and Aftermarket Capture, 2020
  • Growth Opportunity 3: Robotics & AI for Leaner Operations,2020
  • Growth Opportunity 4: Force Multipliers for Enhanced Operational Effectiveness, 2020
  • Growth Opportunity 5: CBRN for Quicker Disaster Response, 2020
  • Growth Opportunity 6: Training and Simulation for Virtual Learning Environment, 2020

Companies to Action

  • Companies to Action

Appendix: Growth Pipeline Engine™

  • About the Growth Pipeline Engine™
  • Next Steps
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