Defense Predictions – Thematic Intelligence

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Defense Predictions Thematic Report Overview

In 2023, the top three themes that will impact the defense sector are high-intensity warfare, soldier modernization, and directed energy weapons. The defense predictions thematic intelligence report offers in-depth research into 10 major themes in the defense industry in 2023. They identify winners and losers based on factors such as technology leadership, market position, and alternative data signals. Moreover, these reports cover all companies and all themes within a sector, giving readers a strong sense of how everything fits together and how conflicting themes might interact with one another.

Defense Predictions - 2023 Theme Map

At GlobalData, we have developed a unique thematic research ecosystem designed to take a holistic view of the big themes that impact companies in the aerospace and defense industry. Our thematic research ecosystem is a single, integrated global research platform that provides an easy-to-use framework for tracking all themes across all companies in all sectors.

2022 Defense Theme Map

2022 Defense Theme Map

For more insights into top themes driving the defense industry, download a free report sample

High-Intensity Warfare

The conflict in Ukraine has resulted in Western countries sending existing weapons systems to Ukrainian forces, ranging from the High Mobility Artillery Rocket System (HIMARS) to smaller man-portable systems such as Javelin. The war in Ukraine has been a strong driver for an increase in defense spending across the western world as militaries seek to upgrade existing systems that were not of use during the low-intensity wars in Iraq and Afghanistan.

High-Intensity Warfare Leaders: Airbus, BAE Systems, Boeing, Huntington Ingalls, and Lockheed Martin, among others

To know more about the impact of high intensity warfare on the defense industry, download a free report sample

Soldier Modernization

Efforts will be made to increase common standards between allied armed forces, in particular NATO. Increasing standardization will allow for joint procurement between countries as well as increased efficiency and effectiveness in joint military operations, while primarily leading to more affordable procurement. Due to the increased acquisition demand, dual-use systems and COTS technology (commercial off-the-shelf) will come into increasing demand to increase the development and production of new systems. Increased defense budgets and demand for more acquisitions will increase purchases, and due to overall budgetary limitations and timescales, the majority of countries will not develop their own systems from scratch and will seek to acquire widely used systems that have already reached the production stage.

Soldier Modernization Leaders: Aimpoint, BAE Systems, L3Harris, Leonardo, and Raytheon, among others

To know more about the impact of soldier modernization on the defense industry, download a free report sample

Directed Energy Weapons

Increase in investment will continue, driven in large part by hypersonic advances and the proliferation of UAS/drone technology. Advances in hypersonic missile technology, as well as alleged use by Russia in Ukraine, will drive investment into DEW, which is seen as an effective way of targeting projectiles moving at hypersonic speeds. There will also be additional investment in countermeasures to combat the proliferation of DEWs as more countries seek to bring the technology to maturity. The US in particular has expressed concern about a lack of effective countermeasures to DEWs and is likely to pursue increased funding and research in 2023.

DEW Leaders: Boeing, BAE Systems, MBDA, Leonardo, and Rafael, among others

To know more about the impact of directed energy weapons on the defense industry, download a free report sample

Top Defense Themes 2023 Overview

Report Pages 21
Top Defense Themes 2023 High-Intensity Warfare, Soldier Modernization, and Directed Energy Weapons, among others
High-Intensity Warfare Leaders Airbus, BAE Systems, Boeing, Huntington Ingalls, and Lockheed Martin, among others
Soldier Modernization Leaders Aimpoint, BAE Systems, L3Harris, Leonardo, and Raytheon, among others
Directed Energy Weapons Leaders Boeing, BAE Systems, MBDA, Leonardo, and Rafael, among others


  • The report contains information about the current state of the themes, as well as expected changes in 2023
  • The report also contains data about recent changes in deals, patents, and jobs trends in the themes

Key Highlights

Theme information, summarizing likely upcoming changes in the industry.

Commercial predictions about the future of spending across various themes.

Reasons to Buy

  • Determine potential investment companies based on trend analysis and market projections.
  • Gaining an understanding of the market challenges and opportunities surrounding various themes.
  • Understanding how spending on various themes will fit into the overall market and which spending areas are being prioritized.

BAE Systems
Huntington Ingalls
Lockheed Martin
Northrop Grumman
General Dynamics
Collins Aero
Hanwha Defense
Kratos Defense
Elbit Systems
Spirit Aerosystems
Teledyne FLIR
Avon Protection
Craig International Ballistics
NP Aerospace
Source Vagabon Systems
Steyr Arms
AAI Corporation
Ultralife Corp

Table of Contents


Executive Summary

2023 Theme Map

High Intensity Warfare

Soldier Modernization

Directed Energy Weapons

Hypersonic Technologies

Mergers and Acquisitions (M&A)

Alternative Propulsion

Unmanned Systems

Internet of Military Things (IoMT)




Further Reading

Our Thematic Research Methodology

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