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The main objectives of this four-section two-appendix report are to identify business opportunities in the technology sector of connectorized military microwave modules. A major driving factor leading to this report has been the consequence of the Russian invasion of the Ukraine. Packed with detail this report is an essential tool covering 17 classes of products ranging from broadband amplifiers, through high-power amplifiers, transceivers and DRFMs. In total the markets for all 17 classes of products (combined) are worth $billions annually and growing continually from 2021 (base year) to 2029. A total eighty-two OEMs are identified and several of these are profiled. A substantial majority are headquartered in the USA. In this report the “Demand Side” is given particular prominence and appropriate ‘Tier1’ and ‘Tier2’ companies are profiled, including several specific EW and radar systems. Some relevant details are provided concerning NATO and Israel. The methodology used to generate this report is mainly ‘bottom-up’ for the data and was generally similar to that employed for other reports by the publisher.
Table of Contents
Executive Summary
ES.1 Introductory comments
- Connectorized microwave modules going into:
- EW and non-AESA military radar systems.
- The time scale for the data in this report is 2021 to 2029 and we always focus on total addressable markets (TAMs = total markets minus captive markets).
- Four driving factors identified.
- Demand side
- Overall (global) aspects
- Major military equipment identified.
- Electronic warfare (EW) and radar systems identified
- Estimate global (free-world) defense spend for 2029
- Estimate global (free-world) electronic systems
- defense spend for 2029
- EW to have fastest market growth
General observations regarding military electronics:
- Steadily increasing use of digital signal processing;
- Increasingly "software-defined";
- Steady trend toward ever-closer RF/digital convergence;
- Correspondingly increasing application of (AI/ML);
- Trend toward increasingly cognitive radar systems;
- Trend toward decreasing power consumption (all systems);
- Implementation of GaN technology
- NATO (and Israel) - substantial coverage & critique
Tier 1 corporations:
from Airbus to Thales Group
Tier 2 companies:
from Analog Devices to Teledyne Technologies
Supply Side:
The product categories (supply side) addressed in this report are:
- Broadband amplifiers (BBAs);
- Limiting amplifiers;
- Low-noise amplifiers (LNAs);
- Low-phase-noise amplifiers;
- Medium-power amplifiers (MPAs);
- High power amplifiers (HPAs);
- CW-immune DLVAs (DLVA = detector log video amplifier);
- Successive-detection log video amplifier;
- “Other” DLVAs;
- Dielectric resonator oscillators;
- Phase-locked oscillators;
- Voltage-controlled oscillators;
- “Other” oscillators (Gunn, SAW, etc.);
- Frequency converters;
- Frequency synthesizers;
- Transceivers;
- Digital Radio Frequency Memories (DRFMs).
For much of the main analysis the above 17 product categories fall naturally into four principal groups designated A, B, C and D in this report.
The numbers and distribution of the OEMs is presented and commented on.
Employment distribution is covered and the results are presented in the form of a histogram.
Most OEMs USA headquartered. In particular, we cite:
- Analog Devices
- MACOM
- Mercury Systems
- Qorvo,
- Teledyne Technologies
Companies Mentioned
- Airbus
- Analog Devices
- BAE Systems
- Boeing
- CPII
- Crane Aerospace & Electronics
- Elbit Systems
- Israel Aerospace Industries (IAI)
- Kratos Defense
- L3Harris
- Leonardo
- Lockheed-Martin
- Mercury Systems
- Northrop-Grumman
- Rafael Advanced Defense Systems (“Rafael”)
- Raytheon Technologies
- Smiths Group
- Teledyne Technologies
- Thales Group