アメリカの防衛市場展望 2022年

【英語タイトル】Future of the US Defense Industry - Market Attractiveness, Competitive Landscape and Forecasts to 2022

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【レポートの概要】

Future of the US Defense Industry – Market Attractiveness, Competitive Landscape and Forecasts to 2022
Summary

The Future of the US Defense Industry – Market Attractiveness, Competitive Landscape and Forecasts to 2022, published by Strategic Defence Intelligence, provides readers with detailed analysis of both historic and forecast defense industry values, factors influencing demand, the challenges faced by industry participants, analysis of industry leading companies, and key news.

Synopsis

This report offers detailed analysis of the US 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 US defense industry market size and drivers: detailed analysis of the US 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 US 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 US defense industry. It provides an overview of key players, together with insights such as key alliances, strategic initiatives, and a brief financial analysis

Scope

- Being the largest defense spender in the world, with a budget of US$586.7 billion in 2017, the US is expected to sustain its superiority over other nations in the coming years. During the historic period, the total defense budget, including funding for Overseas Contingency Operations (OCO), was relatively flat, registering a CAGR of 0.40% due to the sequestration measures imposed by the government.
- Between 2013 and 2017, the US allocated an average of 34.2% of its total defense budget to capital expenditure, primarily to fulfill the equipment needs of its overseas contingency during the Iraq and Afghanistan wars. However, with the country expected to focus on the replacement of damaged and obsolete defense equipment rather than on war needs, the capital expenditure is estimated to average 36.3% over the forecast period. Consequently, the share of revenue expenditure is expected to average 63.7% during the forecast period as compared to 65.8% during 2013-2017.
- Oppurtunities are expected to emerge in Networking, Multi-role aircraft, IT-software, multirole aircraft MRO andf IT-Hardware.

Reasons to buy

- This report will give the user confidence to make the correct business decisions based on a detailed analysis of the US 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 US defense industry covering sections including demand drivers, Porter’s Five Forces Analysis, Key Trends and Growth Stimulators, and latest industry contracts

【レポートの目次】

Table of Contents
1. Introduction 12
1.1. What is this Report bout? 12
1.2. Definitions 12
1.3. Summary Methodology 14
1.4. About Strategic Defence Intelligence 15
2. Executive Summary 16
3. Market Attractiveness and Emerging Opportunities 18
3.1. Current Market Scenario 19
3.1.1. Primary Threat Perception 19
3.1.2. Military Doctrine & Strategy 21
3.1.3. Military Fleet Size 23
3.1.4. Procurement Programs 29
3.1.5. Social, Political and Economic Environment & Support for Defense Projects 32
3.1.6. Political and Strategic Alliances 33
3.2. Defense Market Size Historical and Forecast 34
3.2.1. US defense expenditure expected to increase at a CAGR of 5.72% over the forecast period 34
3.2.2. Initiatives to retain military superiority, equipment modernization program, turbulence in the Middle East, rising tension with China and Research and Development activities are expected to drive defense spending 36
3.2.3. Defense expenditure as a percentage of GDP estimated to decline over the forecast period 38
3.2.4. Per capita defense spending projected to decline over the forecast period 40
3.3. Analysis of Defense Budget Allocation 42
3.3.1. Total Department of Defense (DoD) budget forecasted to grow at a CAGR of 5.72% 42
3.3.2. Share of revenue expenditure expected to increase over the forecast period 44
3.3.3. US defense capital expenditure expected to increase at a CAGR of 8.53% over the forecast period 46
3.3.4. Navy to receive the major allocation of the defense budget over the forecast period 48
3.3.5. Allocation for defense expenditure on army expected to increase over the forecast period 50
3.4. Homeland Security Market Size and Forecast 52
3.4.1. The US homeland security expenditure to reach US$87.6 billion by 2022 52
3.4.2. Prevention of terrorism, securing and managing borders, safeguarding cyberspace and disaster management to drive homeland security expenditure over the forecast period 54
3.4.3. The nation is at “highly affected” category of terrorism 56
3.4.4. The US faces high level of threats from terrorist organizations 57
3.4.5. The US has a terrorism index score of 4.9 59
3.5. Benchmarking with Key Global Markets 60
3.5.1. The US will dominate global military spending over the forecast period 60
3.5.2. US defense budget is much higher than other leading spenders 62
3.5.3. US is one of the top defense spenders in terms of expenditure as a percentage of GDP 63
3.6. Market Opportunities: Key Trends and Growth Stimulators 64
3.6.1. Networking 64
3.6.2. Multi-role Aircraft 66
3.6.3. IT Software 67
3.6.4. Multi Role Aircraft MRO 69
3.6.5. Hardware 70
4. Defense Procurement Market Dynamics 71
4.1. Import Market Dynamics 72
4.1.1. US primarily imports defense equipment to build strategic relations 72
4.1.2. Defense imports expected to increase over the forecast period 73
4.1.3. The Germany and UK dominated the US defense imports during the historic period 74
4.1.4. Aircraft account for majority of arms imports 75
4.2. Export Market Dynamics 76
4.2.1. US arms exports are driven by political and economic factors 76
4.2.2. Arms exports expected to increase in the period 2018-2022 77
4.2.3. US defense exports to increase during the forecast period 78
4.2.4. Aircraft are the most exported defense equipment 79
4.2.5. The US maintains controlled defense export policy 80
5. Industry Dynamics 81
5.1. Five Forces Analysis 81
5.1.1. Bargaining power of Supplier: Low to Medium 82
5.1.2. Bargaining power of Buyer: High 82
5.1.3. Barrier to entry: Medium 82
5.1.4. Intensity of rivalry: Low to high 82
5.1.5. Threat of Substitution: Low to high 83
6. Market Entry Strategy 84
6.1. Market Regulation 84
6.1.1. The US defense industry is open to FDI 84
6.1.2. No offset policy exists in the US 85
6.1.3. US arms trade is heavily regulated 85
6.2. Market Entry Route 86
6.2.1. Budgeting Process 86
6.2.2. Procurement Policy & Process 88
6.2.3. Foreign OEMs enter the market through the acquisition of domestic defense companies 89
6.2.4. Joint product development programs, an attractive market entry route 89
6.2.5. Formation of partnerships with domestic defense firms provide good market entry opportunities 89
6.2.6. Direct sale of defense equipment provides foreign OEMs with an opportunity to enter the market 90
6.3. Key Challenges 91
6.3.1. Decreasing economies of scale and defense inflation 91
6.3.2. Declining profit margins deter growth of domestic defense companies 91
7. Competitive Landscape and Strategic Insights 92
7.1. Competitive Landscape Overview 92
7.2. Domestic Public Companies 94
7.2.1. Lockheed Martin Corp.: overview 94
7.2.2. Lockheed Martin Corp.: products 94
7.2.3. Lockheed Martin Corp.: recent announcements and strategic initiatives 99
7.2.4. Lockheed Martin Corp.: alliances 103
7.2.5. Lockheed Martin Corp.: recent contract wins 105
7.2.6. Lockheed Martin Corp.: financial analysis 110
7.2.7. Raytheon: overview 112
7.2.8. Raytheon: products 112
7.2.9. Raytheon: recent announcements and strategic initiatives 113
7.2.10. Raytheon: alliances 116
7.2.11. Raytheon: recent contract wins 118
7.2.12. Raytheon: financial analysis 122
7.2.13. General Dynamics: overview 124
7.2.14. General Dynamics: products 124
7.2.15. General Dynamics: recent announcements and strategic initiatives 125
7.2.16. General Dynamics: alliances 127
7.2.17. General Dynamics: recent contract wins 128
7.2.18. General Dynamics: financial analysis 133
7.2.19. Boeing: overview 135
7.2.20. Boeing: products 135
7.2.21. Boeing: recent announcements and strategic initiatives 137
7.2.22. Boeing: alliances 139
7.2.23. Boeing: recent contract wins 141
7.2.24. Boeing: financial analysis 144
7.2.25. L-3 Technologies, Inc.: overview 146
7.2.26. L-3 Technologies Inc.: products 146
7.2.27. L-3 Technologies, Inc.: recent announcements and strategic initiatives 147
7.2.28. L-3 Technologies Inc.: alliances 149
7.2.29. L-3 Technologies Inc.: recent contract wins 150
7.2.30. Northrop Grumman Corp.: overview 153
7.2.31. Northrop Grumman Corp.: products 153
7.2.32. Northrop Grumman Corp.: recent contracts and strategic initiatives 153
7.2.33. Northrop Grumman Corporation: alliances 155
7.2.34. Northrop Grumman Corp.: recent contract wins 157
7.2.35. Northrop Grumman Corp.: financial analysis 160
7.2.36. Science Application International Corp. (SAIC): overview 162
7.2.37. Science Application International Corp. (SAIC): products 162
7.2.38. Science Application International Corp. (SAIC): recent contracts and strategic initiatives 163
7.2.39. Science Application International Corp. (SAIC): alliances 164
7.2.40. Science Application International Corp. (SAIC): recent contract wins 165
7.2.41. Science Application International Corp. financial analysis 169
7.2.42. Honeywell International Inc.: overview 171
7.2.43. Honeywell International Inc.: products and services 171
7.2.44. Honeywell International Inc.: recent announcements and strategic initiatives 172
7.2.45. Honeywell International Inc.: alliances 173
7.2.46. Honeywell International Inc.: recent contract wins 174
7.3. Domestic Private Companies 177
7.3.1. Sikorsky Aircraft: overview 177
7.3.2. Sikorsky Aircraft: products 177
7.3.3. Sikorsky Aircraft: recent announcements and strategic initiatives 177
7.3.4. Sikorsky Aircraft: alliances 179
7.3.5. Sikorsky Aircraft: recent contract wins 181
7.3.6. General Electric Aviation: overview 183
7.3.7. General Electric Aviation: products 183
7.3.8. General Electric Aviation: recent contracts and strategic initiatives 184
7.3.9. General Electric Aviation: alliances 185
7.3.10. General Electric Aviation: recent contract wins 186
7.3.11. Bell Helicopter Textron, Inc.: overview 188
7.3.12. Bell Helicopter Textron, Inc.: products and services 188
7.3.13. Bell Helicopter Textron, Inc.: recent announcements and strategic initiatives 188
7.3.14. Bell Helicopter Textron, Inc.: alliances 189
7.3.15. Bell Helicopter Textron, Inc.: recent contract wins 190
7.3.16. Textron Marine and Land Systems: overview 192
7.3.17. Textron Marine and Land Systems: products 192
7.3.18. Textron Marine and Land Systems: recent announcements and strategic initiatives 193
7.3.19. Textron Marine and Land Systems: alliances 194
7.3.20. Textron Marine and Land Systems: recent contract wins 195
8. Business Environment and Country Risk 197
8.1. Economic Performance 197
8.1.1. GDP Per Capita 197
8.1.2. GDP, Current Prices 198
8.1.3. Exports of goods and services in local currency 199
8.1.4. Imports of goods and services in local currency 200
8.1.5. Gross National Disposable Income (US$ Billion) 201
8.1.6. Market Capitalization of Listed Companies 202
8.1.7. Market Capitalization of Listed Companies (% of GDP) 203
8.1.8. Government Cash Surplus/Deficit as % of GDP 204
8.1.9. Goods exports as % of GDP 205
8.1.10. Goods imports as % of GDP 206
8.1.11. Service Imports as % of GDP 207
8.1.12. Service Exports as % of GDP 208
8.1.13. Foreign Direct Investment 209
8.1.14. Net foreign direct investment as % of GDP 210
8.1.15. Mining, Manufacturing, Utilities Output 211
9. Appendix 212
9.1. About SDI 212
9.2. Disclaimer 212

List of Tables
Table 1: The US Army Strength 23
Table 2: The US Navy (USN) Strength 25
Table 3: The US Air Force (USAF) Strength 27
Table 4: The US - Ongoing Development and Procurement Programs 29
Table 5: The US - Future Procurement Programs 31
Table 6: US Defense Expenditure (US$ Billion), 2013-2022 34
Table 7: US GDP Growth vs. Defense Expenditure as Percentage of GDP, 2013-2022 38
Table 8: US Per Capita Defense Expenditure (US$), 2013-2022 40
Table 9: US Defense Budget Split by Base Budget, OCO, and Other Funds (US$ Billion), 2013-2022 42
Table 10: US Defense Budget Split Between Capital and Revenue Expenditure (%), 2013-2022 44
Table 11: US Defense Capital Expenditure (US$ Billion), 2013-2022 46
Table 12: US Defense Expenditure Allocation for Army, Air Force, Navy, and Defense-wide (%), 2013-2022 48
Table 13: The US Defense Budget in US$ Billion - Breakdown by Services (Army, Navy, Air Force and Defense-Wide) 2013-2022 50
Table 14: US Homeland Security Expenditure (US$ Billion), 2013-2022 52
Table 15: Terrorism Index, 2017 57
Table 16: Benchmarking with Key Markets - 2013-2017 vs. 2018-2022 60
Table 17: The US Budget Formulation Process: 86
Table 18: The US Budget Enactment Timetable: 87
Table 19: Competitive Landscape of the US Defense Industry 92
Table 20: Lockheed Martin Corp - product focus 94
Table 21: Lockheed Martin Corp. - Alliances 103
Table 22: Lockheed Martin Corp. - Recent Contract Wins 105
Table 23: Raytheon - Product Focus 112
Table 24: Raytheon - Alliances 116
Table 25: Raytheon - Recent Contract Wins 118
Table 26: General Dynamics - product focus 124
Table 27: General Dynamics - Alliances 127
Table 28: General Dynamics - Recent Contract Wins 128
Table 29: Boeing - product focus 135
Table 30: Boeing - Alliances 139
Table 31: Boeing - Recent Contract Wins 141
Table 32: L-3 Technologies, Inc. - Product Focus 146
Table 33: L-3 Technologies Inc. - Alliances 149
Table 34: L-3 Technologies Inc. - Recent Contract Wins 150
Table 35: Northrop Grumman Corp.- Product Focus 153
Table 36: Northrop Grumman Corporation - Alliances 155
Table 37: Northrop Grumman Corp. - Recent Contract Wins 157
Table 38: Science Application International Corp. (SAIC) - Product Focus 162
Table 39: Science Application International Corp. (SAIC) - Alliances 164
Table 40: Science Application International Corp. (SAIC) - Recent Contract Wins 165
Table 41: Honeywell International Inc. - product focus 171
Table 42: Honeywell International Inc. - Alliances 173
Table 43: Honeywell International Inc.- Recent Contract Wins 174
Table 44: Sikorsky Aircraft - Product Focus 177
Table 45: Sikorsky Aircraft - Alliances 179
Table 46: Sikorsky Aircraft - Recent Contract Wins 181
Table 47: General Electric Aviation - Product Focus 183
Table 48: General Electric Aviation - Alliances 185
Table 49: General Electric Aviation - Recent Contract Wins 186
Table 50: Bell Helicopter Textron, Inc. - Product Focus 188
Table 51: Bell Helicopter Textron, Inc. - Alliances 189
Table 52: Bell Helicopter Textron, Inc. - Recent Contract Wins 190
Table 53: Textron Marine and Land Systems - Product Focus 192
Table 54: Textron Marine and Land Systems - Alliances 194
Table 55: Textron Marine and Land Systems - Recent Contract Wins 195

List of Figures
Figure 1: US Defense Expenditure (US$ Billion), 2013-2022 35
Figure 2: US GDP Growth vs. Defense Expenditure as Percentage of GDP, 2013-2022 39
Figure 3: US Per Capita Defense Expenditure (US$), 2013-2022 41
Figure 4: US Defense Budget Split by Base Budget, OCO, and Other Funds (US$ Billion), 2013-2022 43
Figure 5: US Defense Budget Split Between Capital and Revenue Expenditure (%), 2013-2022 45
Figure 6: US Defense Capital Expenditure (US$ Billion), 2013-2022 47
Figure 7: US Defense Expenditure Allocation for Army, Air Force, Navy, and Defense-wide (%), 2013-2022 49
Figure 8: US Defense Expenditure Allocation By Military Services - Split by Army, Navy, Air Force and Defense-Wide Spending (US$ Billion), 2013-2022 51
Figure 9: US Homeland Security Expenditure (US$ billion), 2013-2022 53
Figure 10: Terrorism Heat Map, 2017 56
Figure 11: Terrorism Index, 2017 59
Figure 12: Benchmarking with Key Markets - 2013-2017 vs. 2018-2022 61
Figure 13: Defense Expenditure of the World’s Largest Military Spenders (US$ Billion), 2017 and 2022 62
Figure 14: Defense Expenditure as a Percentage of GDP of Largest Military Spenders (%), 2017 63
Figure 15: Networking Market Size (US$ Billion), 2017-2027 65
Figure 16: Multi-role Aircraft Market Size (US$ Billion), 2017-2027 66
Figure 17: IT Software Market Size (US$ Billion), 2017-2027 68
Figure 18: Multi-Role Aircraft MRO Market Size (US$ Billion), 2017-2027 69
Figure 19: Hardware Market Size (US$ Billion), 2017-2027 70
Figure 20: US Defense Import Trend (US$ Million), 2012-2016 (TIV Values) 73
Figure 21: US Defense Imports by Country (%), 2012-2016 74
Figure 22: US Defense Imports by Category (%), 2012-2016 75
Figure 23: US Defense exports (US$ Million), 2012-2016 77
Figure 24: US Defense Exports by Country (%), 2012-2016 78
Figure 25: US Defense Exports by Category (%), 2012-2016 79
Figure 26: Industry Dynamics - Porter’s Five Forces Analysis 81
Figure 27: Lockheed Martin Corp. - Revenue Trend Analysis (US$ billion), 2012-2016 110
Figure 28: Lockheed Martin Corp. - Operating Profit Trend Analysis (US$ billion), 2012-2016 111
Figure 29: Lockheed Martin Corp. - Net Profit Trend Analysis (US$ billion), 2012-2016 111
Figure 30: Raytheon - Revenue Trend Analysis (US$ billion), 2012-2016 122
Figure 31: Raytheon - Operating Profit Trend Analysis (US$ billion), 2012-2016 123
Figure 32: Raytheon - Net Profit Trend Analysis (US$ billion), 2012-2016 123
Figure 33: General Dynamics - Revenue Trend Analysis (US$ billion), 2012-2016 133
Figure 34: General Dynamics - Operating Profit Trend Analysis (US$ billion), 2012-2016 134
Figure 35: General Dynamics - Net Profit Trend Analysis (US$ billion), 2012-2016 134
Figure 36: Boeing - Revenue Trend Analysis (US$ billion), 2012-2016 144
Figure 37: Boeing - Operating Profit Trend Analysis (US$ billion), 2012-2016 145
Figure 38: Boeing - Net Profit Trend Analysis (US$ billion), 2012-2016 145
Figure 39: Northrop Grumman Corp. - Revenue Trend Analysis (US$ billion), 2012-2016 160
Figure 40: Northrop Grumman Corp. - Operating Profit Trend Analysis (US$ billion), 2012-2016 161
Figure 41: Northrop Grumman Corp. - Net Profit Trend Analysis (US$ billion), 2012-2016 161
Figure 42: Science Application International - Revenue Trend Analysis (US$ billion), 2013-2017 169
Figure 43: Science Application International - Operating Profit Trend Analysis (US$ billion), 2013-2017 170
Figure 44: Science Application International - Net Profit Trend Analysis (US$ billion), 2013-2017 170
Figure 45: US GDP Per Capita, 2015-2025 197
Figure 46: US GDP, Current Prices (US$ Billion), 2015-2025 198
Figure 47: US Exports of goods and services (US$ Billion), 2005-2013 199
Figure 48: US Imports of goods and services (US$ Billion), 2005-2013 200
Figure 49: US Gross National Disposable Income (US$ Billion), 2005-2013 201
Figure 50: US Market Capitalization of Listed Companies (US$ Billion), 2005-2012 202
Figure 51: US Market Capitalization of Listed Companies (% of GDP), 2005-2012 203
Figure 52: US Government Cash Surplus/Deficit as % of GDP, 2005-2013 204
Figure 53: US Goods Exports as % of GDP, 2005-2014 205
Figure 54: US Goods Imports as % of GDP, 2005-2014 206
Figure 55: US Service Imports as % of GDP, 2005-2014 207
Figure 56: US Service Exports as % of GDP, 2005-2014 208
Figure 57: US Foreign Direct Investment (US$ Billion), 2005-2014 209
Figure 58: US Net foreign direct investment as % of GDP, 2005-2014 210
Figure 59: US Mining, Manufacturing, Utilities Output (US$ Billion), 2005-2014 211

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