세계의 자율형 함정 시장 : 기회, 성장 촉진요인, 산업 동향 분석, 예측(2025-2034년)

The Global Autonomous Naval Vessel Market was valued at USD 1.65 billion in 2024 and is estimated to grow at a CAGR of 9.6% to reach USD 4.09 billion by 2034, driven by rising demand for advanced maritime security solutions across military and defense operations. As global navies shift focus toward risk mitigation and enhanced operational efficiency, autonomous vessels are emerging as a vital solution to modern warfare challenges. These vessels operate without direct human control, which significantly reduces exposure to hazardous environments and improves mission consistency. With national defense budgets increasingly emphasizing technology-driven readiness, the integration of AI-powered systems and automation is now a core strategy for maintaining maritime superiority.

Global security dynamics, shifting power balances, and the rise of asymmetric threats have accelerated the need for next-generation naval platforms. The increasing complexity of maritime operations-from extended surveillance missions to rapid response in contested waters-requires systems that are fast, adaptable, and dependable. Autonomous vessels answer this need by offering continuous performance in critical scenarios without human fatigue or response delay. Their ability to integrate with satellite communication systems, onboard sensors, and real-time analytics gives navies unparalleled visibility and control in high-stakes operations. At the same time, commercial shipping sectors are also exploring autonomous capabilities to improve logistics, reduce crew-related costs, and enhance operational safety, giving the market an additional push beyond defense applications.

While the advantages are significant, challenges remain. Geopolitical trade tensions-particularly around tariffs on key materials such as aluminum, steel, and imported components-have impacted the global supply chain. These tariffs have driven up production costs, causing disruptions in component availability and manufacturing timelines. Defense agencies, often operating under rigid fiscal constraints, have been forced to delay vessel deployments and scale back innovation cycles. Nevertheless, these hurdles have encouraged new strategies aimed at improving long-term resilience. Countries are increasingly investing in domestic production capabilities to reduce reliance on international suppliers. This shift toward local manufacturing is not only minimizing supply disruptions but also creating new opportunities for regional players and defense startups.

Technology continues to reshape the market landscape. Advancements in artificial intelligence, machine learning, computer vision, and edge computing are enabling more precise, autonomous decision-making at sea. Naval platforms are now capable of conducting threat detection, mission planning, and autonomous navigation with minimal human oversight. These improvements are transforming how defense forces operate in contested and remote environments, where real-time situational awareness and rapid adaptability are key to mission success. Enhanced software and hardware integration is also contributing to higher reliability and lower lifecycle costs.

The surface vessel category led the autonomous naval vessel market in 2024 with a valuation of USD 1.19 billion. These uncrewed platforms are becoming indispensable tools for navies around the world, particularly for missions such as coastal patrol, surveillance, and mine detection. Their modular design allows for role flexibility-shifting quickly from intelligence gathering to maritime threat detection depending on the operational need. The ability to perform multiple missions using a single vessel type reduces both logistical complexity and fleet size, which is a growing priority in lean defense structures.

On the other hand, the fully autonomous naval vessels segment is set to grow at a CAGR of 11.6% through 2034. This growth is attributed to rapid developments in AI, machine vision, and data analytics that allow vessels to operate entirely without human intervention. These systems are being deployed across a broad range of applications-from anti-piracy and border reconnaissance to persistent underwater surveillance. With longer operational endurance and lower crew-related costs, fully autonomous systems are reshaping modern maritime warfare doctrines.

In 2024, the U.S. Autonomous Naval Vessel Market reached USD 568.6 million, driven by its leadership in unmanned maritime technologies through strategic public-private collaborations. Strong support from federal defense budgets, along with advanced research institutions, has given the U.S. a competitive edge in the field. Cutting-edge innovation in AI integration, underwater robotics, and autonomous fleet management has enabled faster deployment of sophisticated systems that serve both tactical and strategic missions at sea.

Leading companies in the market include Thales, Kongsberg Maritime, BAE Systems, Northrop Grumman, and Lockheed Martin Corporation. Their focus remains on boosting vessel autonomy, minimizing operating costs, and forging key strategic partnerships. Investment areas include AI-powered decision-making systems, hybrid propulsion, swarm technology, and cybersecurity enhancements. Many of these firms are also collaborating closely with defense agencies and global navies to align their systems with military standards while accelerating deployment and maintaining a technological advantage.

Table of Contents

Chapter 1 Methodology and Scope

• 1.1 Market scope and definitions
• 1.2 Research design
  • 1.2.1 Research approach
  • 1.2.2 Data collection methods
• 1.3 Base estimates and calculations
  • 1.3.1 Base year calculation
  • 1.3.2 Key trends for market estimation
• 1.4 Forecast model
• 1.5 Primary research and validation
  • 1.5.1 Primary sources
  • 1.5.2 Data mining sources

Chapter 2 Executive Summary

• 2.1 Industry 360⁰ synopsis

Chapter 3 Industry Insights

• 3.1 Industry ecosystem analysis
• 3.2 Trump administration tariffs analysis
  • 3.2.1 Impact on trade
    • 3.2.1.1 Trade volume disruptions
    • 3.2.1.2 Retaliatory measures
    • 3.2.1.3 Impact on the industry
      • 3.2.1.3.1 Supply-side impact (components)
        • 3.2.1.3.1.1 Price volatility
        • 3.2.1.3.1.2 Supply chain restructuring
        • 3.2.1.3.1.3 Production cost implications
      • 3.2.1.3.2 Demand-side impact
        • 3.2.1.3.2.1 Price transmission to end markets
        • 3.2.1.3.2.2 Market share dynamics
        • 3.2.1.3.2.3 End use response patterns
    • 3.2.1.4 Key companies impacted
    • 3.2.1.5 Strategic industry responses
      • 3.2.1.5.1 Supply chain reconfiguration
      • 3.2.1.5.2 Pricing and product strategies
      • 3.2.1.5.3 Policy engagement
    • 3.2.1.6 Outlook and future considerations
• 3.3 Industry impact forces
  • 3.3.1 Growth drivers
    • 3.3.1.1 Increasing need for maritime security
    • 3.3.1.2 Advancements in artificial intelligence and machine learning
    • 3.3.1.3 Cost efficiency and operational savings
    • 3.3.1.4 Growing focus on undersea warfare and mine countermeasures
  • 3.3.2 Industry pitfalls and challenges
    • 3.3.2.1 Regulatory hurdles limit deployment speed
    • 3.3.2.2 High costs hinder widespread adoption
• 3.4 Growth potential analysis
• 3.5 Regulatory landscape
• 3.6 Technology landscape
• 3.7 Future market trends
• 3.8 Gap analysis
• 3.9 Porter's analysis
• 3.10 PESTEL analysis

Chapter 4 Competitive Landscape, 2024

• 4.1 Introduction
• 4.2 Company market share analysis
• 4.3 Competitive analysis of major market players
• 4.4 Competitive positioning matrix
• 4.5 Strategy dashboard

Chapter 5 Market Estimates & Forecast, By Type, 2021-2034 (USD Million & Units)

• 5.1 Key trends
• 5.2 Surface vessel
  • 5.2.1 Armed Patrol USVs
  • 5.2.2 Mine countermeasure
  • 5.2.3 Others
• 5.3 Sub-surface vessels and vehicles

Chapter 6 Market Estimates & Forecast, By Autonomy, 2021-2034 (USD Million & Units)

• 6.1 Key trends
• 6.2 Fully autonomous
• 6.3 Partially autonomous

Chapter 7 Market Estimates & Forecast, By Vessel Category, 2021-2034 (USD Million & Units)

• 7.1 Key trends
• 7.2 Newbuild
• 7.3 Retrofit

Chapter 8 Market Estimates & Forecast, By Propulsion Type, 2021-2034 (USD Million & Units)

• 8.1 Key trends
• 8.2 Fully electric
• 8.3 Conventional
• 8.4 Hybrid

Chapter 9 Market Estimates and Forecast, By Region, 2021-2034 (USD Million & Units)

• 9.1 Key trends
• 9.2 North America
  • 9.2.1 U.S.
  • 9.2.2 Canada
• 9.3 Europe
  • 9.3.1 Germany
  • 9.3.2 UK
  • 9.3.3 France
  • 9.3.4 Spain
  • 9.3.5 Italy
  • 9.3.6 Netherlands
  • 9.3.7 Rest of Europe
• 9.4 Asia Pacific
  • 9.4.1 China
  • 9.4.2 India
  • 9.4.3 Japan
  • 9.4.4 Australia
  • 9.4.5 South Korea
  • 9.4.6 ANZ
  • 9.4.7 Rest of Asia Pacific
• 9.5 Latin America
  • 9.5.1 Brazil
  • 9.5.2 Mexico
  • 9.5.3 Argentina
  • 9.5.4 Rest of Latin America
• 9.6 Middle East and Africa
  • 9.6.1 Saudi Arabia
  • 9.6.2 South Africa
  • 9.6.3 UAE
  • 9.6.4 Rest of MEA

Chapter 10 Company Profiles

• 10.1 L3Harris Technologies, Inc.
• 10.2 Boeing
• 10.3 Kongsberg Maritime
• 10.4 Anduril Industries
• 10.5 BAE Systems
• 10.6 Saab
• 10.7 Elbit Systems Ltd.
• 10.8 Thales
• 10.9 Northrop Grumman
• 10.10 Hanwha Systems Co., Ltd.
• 10.11 Textron Systems.
• 10.12 Atlas Elektronik
• 10.13 Lockheed Martin Corporation
• 10.14 General Dynamics Mission Systems, Inc.
• 10.15 Israel Aerospace Industries