Public interest in AI has surged since the release of OpenAI's ChatGPT in November 2022; however, AI has been a part of countries' larger military strategies for decades. Rapid progress in AI has made it a key battleground technology for countries like the US and China, who have each enacted policies to limit the other's access to materials and technology associated with AI research and development (R&D).
In August 2022, the US signed into law the CHIPS and Science Act which includes measures designed to limit China's access to US chip manufacturing technology. Further export restrictions were also announced in October 2022 to prevent the export of US semiconductors to China. In response, in July 2023, China enacted export controls on gallium and germanium, rare earth elements crucial to the manufacture of semiconductors and solar cells. The escalation of the US-China tech war demonstrates how crucial AI is to global superpowers' political, economic, and military strategies.
This report provides an overview of the military artificial intelligence market, outlines advances in technology and key programs, and provides insight into current procurement and research trends.
In August 2022, the US signed into law the CHIPS and Science Act which includes measures designed to limit China's access to US chip manufacturing technology. Further export restrictions were also announced in October 2022 to prevent the export of US semiconductors to China. In response, in July 2023, China enacted export controls on gallium and germanium, rare earth elements crucial to the manufacture of semiconductors and solar cells. The escalation of the US-China tech war demonstrates how crucial AI is to global superpowers' political, economic, and military strategies.
This report provides an overview of the military artificial intelligence market, outlines advances in technology and key programs, and provides insight into current procurement and research trends.
Key Highlights
- Studies of emerging technological trends and their broader impact on the defense market.
- Analysis of the various military AI initiatives and programs currently under development, as well historical artificial intelligence, machine learning and autonomy research initiatives.
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 military artificial intelligence.
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 military artificial intelligence value chain are covered.
- Highlights from the range different military artificial intelligence 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 military artificial intelligence theme.
- Understanding how spending on military artificial intelligence will fit into the overall market and which spending areas are being prioritized.
Table of Contents
- Executive summary
- Players
- Defense challenges
- The impact of AI on defense
- How AI addresses the challenge of AI ethics
- How AI addresses the challenge of cybersecurity
- How AI addresses the challenge of the data deluge
- How AI addresses the challenges of maintenance, repair and overhaul (MRO)
- How AI addresses the challenge of manned-unmanned teaming (MUM-T)
- How AI addresses the challenges of training and education
- Case studies
- AI Timeline
- Market size and growth forecasts
- Signals
- Mergers and acquisitions
- Patent trends
- Hiring trends
- AI value chain
- Hardware
- Data management
- Foundational AI
- Advanced AI capabilities
- Human-AI interaction
- Decision making
- Motion
- Creation (also known as Generative AI)
- Sentience
- Delivery
- Companies
- Leading AI adopters in defense
- Leading AI vendors
- Specialist AI vendors in defense
- Sector scorecards
- Aerospace, defense and security sector scorecard
- Glossary
- Further reading
- About Thematic Research Methodology
- About the Publisher
- Contact the Publisher
- Defense challenges
- Mergers and acquisitions
- Companies: Leading AI adopters in defense
- Companies: Leading AI vendors
- Companies: Specialist AI vendors in defense
- Glossary
- Further Reading
- Key Players in advanced AI capabilities
- AI-related social media mentions in the defense sector
- The adaptability of COTS technology has made consumers out of militaries and manufacturers alike
- Thales’ AI-based training solution was unveiled at Eurosatory 2022
- AI-assisted design is a growing industry
- Highly maneuverable, versatile, designed for urban environments
- Digital twins act as a force multiplier
- Timeline
- The AI industry will grow at a CAGR of 35.2% between 2022 and 2030
- The Asia Pacific region was the largest AI market in 2022
- Boeing had the largest total number of AI patents between 1 January 2020 and 30 June 2023
- Active AI-related jobs saw significant growth between 1 January 2020 and 30 June 2023
- RTX had the most AI-related active jobs, with 844 between 1 January 2020 and 30 June 2023
- The AI value chain
- The AI value chain - Hardware (Semiconductors)
- The AI value chain - Hardware (Cameras)
- The AI value chain - Hardware (Sensors and lasers)
- The AI value chain - Hardware (Servers)
- The AI value chain - Hardware (Storage devices)
- The AI value chain - Hardware (Networking equipment)
- The AI value chain - Hardware (Edge equipment)
- The AI value chain - Data management
- The AI value chain - Foundational AI
- The AI value chain - Foundational AI (Machine Learning)
- The AI value chain - Foundational AI (3D Modeling)
- The AI value chain - Foundational AI (Knowledge representation and reasoning)
- The AI value chain - Foundational AI (Visualization engines)
- The AI value chain - Advanced AI capabilities (Human-AI interaction)
- The AI value chain - Advanced AI capabilities (Decision making)
- The AI value chain - Advanced AI capabilities (Motion)
- The AI value chain - Advanced AI capabilities (Creation)
- The AI value chain - Advanced AI capabilities (Sentience)
- The AI value chain - Delivery
- 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:
- BAE Systems
- Boeing
- Elbit Systems
- Israel Aerospace Industries
- L3Harris technologies
- Leidos
- Lockheed Martin
- Northrop Grumman
- Rafael Advanced Defense Systems
- RTX
- Alibaba
- Alphabet
- Waymo
- DeepMind
- Amazon
- AMD
- Apple
- Baidu
- C3.ai
- Cambricon Technologies
- Hyundai Motor Group
- Boston Dynamics
- IBM
- iFlytek
- Intel
- Meta
- Microsoft
- Nvidia
- Tencent
- Tesla
- Adarga
- Anduril
- Atlas Elektronik
- Cylance
- FLIR Systems
- Palantir
- Percepto
- Rebellion Defense
- Shield AI
- SparkCognition
