Defense Predictions – Thematic Intelligence
All the vital news, analysis, and commentary curated by our industry experts.
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
For more insights into top themes driving the defense industry, download a free report sample
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
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
|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
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.
Craig International Ballistics
Source Vagabon Systems
Table of Contents
2023 Theme Map
High Intensity Warfare
Directed Energy Weapons
Mergers and Acquisitions (M&A)
Internet of Military Things (IoMT)
Our Thematic Research Methodology
Frequently asked questions
What are some of the top themes impacting the defense sector in 2023?
Some of the top themes impacting the defense sector in 2023 are high-intensity warfare, soldier modernization, and directed energy weapons, among others.
Who are the leaders in the high-intensity warfare theme?
The leaders in the high-intensity warfare theme are Airbus, BAE Systems, Boeing, Huntington Ingalls, and Lockheed Martin, among others.
Who are the leaders in the soldier modernization theme?
The leaders in the soldier modernization theme are Aimpoint, BAE Systems, L3Harris, Leonardo, and Raytheon, among others.
Who are the leaders in the directed energy weapons theme?
The leaders in the directed energy weapons theme are Boeing, BAE Systems, MBDA, Leonardo, and Rafael, among others.
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