As concerns over the outbreak of a near-peer conflict were realized following the Russian invasion of Ukraine in early 2022, the nature of this conflict has validated the focus of many armies worldwide on modernizing the capabilities of the modern infantry soldier to maximize their effectiveness on an increasingly networked, digitized, and unconventional battlespace. As demonstrated by hostilities in Ukraine, soldiers equipped with a convoluted mix of equipment including legacy anti-vehicular weapons systems coupled with commercial-of-the-shelf (COTS) products such as man-portable drones and thermal imaging sights - can still deliver outsized effects against a numerically and technologically superior adversary.
As the technological gap between major geopolitical adversaries like China and the US continues to diminish, commanders at both the tactical and strategic levels have placed greater emphasis on diversifying the capabilities of the individual soldier within the context of combined arms maneuvers and multi-domain operations (MDO). However, the war in Ukraine has also demonstrated the un-paralleled lethality of modern high-intensity warfare (HIW), with the attrition rate of human assets far surpassing that which many had grown accustomed to during the insurgencies of the Global War on Terror. Consequently, investing in the survivability of the modern soldier remains equally as important as the diversification of their roles and capabilities on the modern battlefield, factors which are likely to shape the global market for integrated soldier systems (ISS) over the next decade.
As the technological gap between major geopolitical adversaries like China and the US continues to diminish, commanders at both the tactical and strategic levels have placed greater emphasis on diversifying the capabilities of the individual soldier within the context of combined arms maneuvers and multi-domain operations (MDO). However, the war in Ukraine has also demonstrated the un-paralleled lethality of modern high-intensity warfare (HIW), with the attrition rate of human assets far surpassing that which many had grown accustomed to during the insurgencies of the Global War on Terror. Consequently, investing in the survivability of the modern soldier remains equally as important as the diversification of their roles and capabilities on the modern battlefield, factors which are likely to shape the global market for integrated soldier systems (ISS) over the next decade.
Key Highlights
- Studies of emerging technological trends and their broader impact on the defense market.
- Analysis of the various defense related soldier modernization projects currently under development, as well cross-industry research initiatives which could impact the future applications of related technologies.
Who Should Buy
- Our thematic research product, supported by our thematic engine, is aimed at senior (C-Suite) executives in the corporate world, decision makers, and institutional investors.
- Corporations: Helps CEOs, CTOs, and other senior executives of companies understand this key theme, the competitive environment, and the market opportunities.
- Investors: Helps fund managers and other major investors focus on investment opportunities in Defense and understand the market around soldier modernization related technology.
Scope
- The key defense challenges that forces and defense sector suppliers face are covered.
- The investment opportunities for armed forces, suppliers, and institutional investors, across the whole soldier modernization value chain are covered.
- Highlights from the range different soldier modernization research, development and manufacturing programs currently being undertaken by various military organizations and defense companies.
Reasons to Buy
- Determine potential investment companies based on trend analysis and market projections.
- Gaining an understanding of the market challenges and opportunities surrounding the soldier modernization theme.
- Understanding how spending on integrated soldier systems and related capabilties will fit into the overall market and which spending areas are being prioritized.
Table of Contents
- Executive summary
- Players
- Technology briefing
- The imperatives of soldier modernization
- Outfitting infantry - Shifting priorities and emerging threats
- Trends
- Technology Trends
- Macroeconomic trends
- Regulatory trends
- Industry analysis
- Market size & growth forecasts
- Small arms & ammunition
- Unmanned systems and soldier ISR
- Soldier C4I
- Mergers and acquisitions
- Company filing trends
- Hiring trends
- Case Studies
- Timeline
- Value Chain
- Clothing & personal protective equipment (PPE)
- Small arms & weapons systems
- C4I Systems
- Soldier ISR
- Leaders
- Disruptors
- Sector Scorecards
- Aerospace, defense and security scorecard
- Glossary
- List of Tables
- Technology trends
- Macroeconomic trends
- Regulatory trends
- Mergers, acquisitions and joint ventures
- Companies: Leaders
- Companies: Disruptors
- Glossary
- Further Reading
- List of Figures
- Leading players in the soldier modernization theme
- Soldier modernization - a multi-faceted challenge
- Soldier modernization mentions in company filing trends, 2016-2023
- Key topic mentions in company filings within the soldier modernization theme, 2016-2023
- Soldier modernization hiring trends by company, Q1 2020 to Q2 2023
- Soldier modernization hiring trends by skills, Q1 2020 to Q2 20235G patents peaked in Q3 2021 and have since declined steadily
- The soldier modernization value chain
- Clothing & personal protective equipment (PPE) - value chain
- Small arms & weapons systems - value chain
- C4I systems - value chain
- Soldier ISR - value chain
- Sector scorecard - Companies
- Sector scorecard - Thematic
- Sector scorecard - Valuation
- Sector scorecard - Risk"
Companies Mentioned (Partial List)
A selection of companies mentioned in this report includes, but is not limited to:
- L3Harris
- Leonardo
- Lockheed Martin
- Northrop Grumman
- Raytheon
- Thales
- Motorola
- Microsoft
- Samsung Electronics
- Avon Protection
- Crye Precision
- Gentex.
- Craig International Ballistics
- NP Aerospace
- Source Vagabond Systems.
- Barrett
- Colt
- FN Herstal
- Glock
- Heckler & Koch
- Israeli Weapons Industries
- SIG Sauer.
- Beretta
- Lewis Machine & Tool Co.
- Steyr Arms
- Aimpoint
- BAE Systems
- Trijicon.
- Smart-Shooter
- Vortex Optics
- General Dynamics Mission Systems
- Rheinmetall
- QinetiQ.
- AeroVironment,
- Teledyne FLIR.
- AAI Corporation
- Parrot
- UAVTEK
- Inventus Power
- Bren-Tronics.
- Galvion
- Ultralife Corp
