항공우주 및 방위용 수동 전자부품 시장 : 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the passive electronic components market size in the aerospace and defense industry was valued at USD 4.1 billion in 2025 and estimated to grow from USD 4.34 billion in 2026 to reach USD 5.77 billion by 2031, at a CAGR of 5.87% during the forecast period (2026-2031).

This report is Segmented by Product Type (Capacitors, Inductors, and More), Platform (Fixed-Wing Aircraft, Rotary-Wing Aircraft, and More), End-Use Application (Avionics, Communications, Power Distribution, and More), and Geography (North America, South America, Europe, Asia-Pacific, and More). The Market Forecasts are Provided in Terms of Value (USD).

Insights and Trends of Passive Electronic Components Market in Aerospace And Defense Industry

Increasing Adoption of More-Electric Aircraft Architectures

Airframe primes are replacing hydraulics and pneumatics with electrically driven subsystems, a shift that intensifies power densities and thermal loads across next-generation platforms. Collins Aerospace has field-tested megawatt-class distribution prototypes under the Clean Aviation SWITCH program, validating component operation at unprecedented electrical stress levels.Silicon carbide-based power stages developed by GE Aerospace deliver roughly 3 X higher power density and 3% efficiency gains versus legacy silicon devices, prompting matching advances in capacitors, resistors, and magnetic components. Airbus and Toshiba have partnered on superconducting 2 MW propulsion concepts, signaling future demand for cryogenic-compatible passives. As voltage ratings rise toward the kV class, dielectric materials with low loss tangents and minimal parasitic inductance gain strategic importance. Suppliers with in-house ceramic formulation and proprietary foil technologies position themselves to capture emerging design slots across commercial and military aircraft builds.

Rising Defense Electronics Modernization Budgets

The U.S. Army earmarked USD 8.6 billion in FY 2025 for communications and electronics procurement, a budget line that indirectly scales passive component volumes across radio, sensor, and fire-control subsystems. Similar investment patterns in Europe focus on radar upgrades and counter-drone electronic warfare suites. BAE Systems received contracts exceeding USD 440 million to modernize Bradley A4 vehicles with digitized electronics, driving demand for high-reliability passives that meet MIL-PRF and DO-160 qualifications. Defense primes are layering artificial intelligence into signal-processing chains, prompting tighter voltage tolerances and wider operating temperature windows for supporting capacitors and inductors. Program schedules often outlast commercial product life cycles, so vendors with long-term supply agreements and obsolescence management services maintain an edge. As open-systems architectures proliferate, interchangeability requirements elevate the importance of footprint-compatible passive devices qualified to multiple standards.

Volatility in Tantalum and Palladium Prices

Tantalum and palladium supply remains concentrated in a handful of mining nations, exposing aerospace supply chains to price spikes and export restrictions. The U.S. Government Accountability Office reported that the Department of Defense relies on imports for 100% of its tantalum needs, amplifying vulnerability for mission-critical capacitors. Spot market surges compress margins for component makers that must honor fixed-price contracts awarded years earlier. Alternate dielectrics such as niobium oxide and high-voltage multilayer ceramic variants are under evaluation, yet qualification timelines delay their broad rollout. Manufacturers have responded by stockpiling strategic reserves and establishing dual-sourcing frameworks across continents. Financial hedging products provide partial relief but cannot mitigate delivery risk when export bans take effect with minimal notice.

Other drivers and restraints analyzed in the detailed report include:

1. Expansion of LEO Satellite Constellations
2. Shift to Wide-Bandgap (GaN/SiC) Power Electronics
3. Geopolitical Supply-Chain Disruptions

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Capacitors held a 57.34% share of the passive electronic components market in 2025 and are on track for an 7.68% CAGR, reflecting their central role in energy storage, power conditioning, and electromagnetic interference suppression. Tantalum and high-capacitance multilayer ceramics help satisfy hold-up times dictated by MIL-STD-704F, ensuring avionics remain powered during generator transients. This product class benefits from megawatt-class voltage rails introduced in more-electric aircraft, where film designs with polypropylene or fluorinated dielectrics deliver low dissipation factors at elevated temperatures. Inductors and resistors follow with mature demand curves but still post mid-single-digit growth as RF front-ends migrate toward higher frequencies. Miniaturization efforts push component footprints below 0402 sizes while maintaining reliability under wide temperature swings.

The passive electronic components market demands tighter tolerance and higher voltage ratings, prompting investments in thin-film deposition, photo-lithography, and autonomous optical inspection. Suppliers that vertically integrate powdered metal atomization and ceramic tape casting gain supply assurance during raw-material shortages. Meanwhile, interest in embedded passives fabricated directly into printed circuit boards offers weight savings for satellites and UAVs. Adoption hinges on IPC-6012 qualification cycles and the ability to meet rework requirements during board assembly. Addressing both ends of the spectrum, vendors now offer hybrid capacitor modules that combine film and ceramic elements to optimize ripple handling and volumetric efficiency.

Complete Report Scope:

• By Product Type
  • Capacitors
  • Inductors
  • Resistors
  • Other Passive Component Product Types (Transformers, Crystals)
• By Platform
  • Fixed-wing Aircraft
  • Rotary-wing Aircraft
  • Unmanned Aerial Vehicles (UAVs)
  • Spacecraft and Satellites
  • Missiles and Guided Weapons
• By End-Use Application
  • Avionics
  • Communications and Navigation
  • Power Distribution and Conditioning
  • Electronic Warfare and Radar
  • Thermal Management
• By Geography
  • North America
    • United States
    • Canada
    • Mexico
  • South America
    • Brazil
    • Argentina
    • Rest of South America
  • Europe
    • Germany
    • United Kingdom
    • France
    • Italy
    • Spain
    • Russia
    • Rest of Europe
  • Asia-Pacific
    • China
    • Japan
    • India
    • South Korea
    • South-East Asia
    • Rest of Asia-Pacific
  • Middle East and Africa
    • Middle East
      • Saudi Arabia
      • United Arab Emirates
      • Rest of Middle East
    • Africa
      • South Africa
      • Egypt
      • Rest of Africa

Geography Analysis

North America commanded a 33.05% share of the passive electronic components market in 2025, buoyed by strong defense budgets and a mature commercial aerospace supply chain. Government programs funded under the CHIPS and Science Act target domestic processing of gallium and rare earths, yet the GAO cautions that meaningful capacity will not arrive before 2030. Leading primes such as Boeing, Lockheed Martin, and Raytheon emphasize supplier resilience, awarding multiyear agreements to component makers that maintain redundant North American manufacturing sites. Policy incentives encourage the reshoring of wafer-level capacitor fabrication, though high capital intensity slows greenfield progress. Export compliance regimes, including ITAR and DFARS cybersecurity clauses, introduce administrative overhead, favoring incumbents versed in defense contracting.

Asia-Pacific is forecast to log the highest 7.86% CAGR through 2031, propelled by rising aircraft fleet counts and indigenous defense projects. China, Japan, South Korea, and India invest heavily in LEO and GEO satellite constellations, multiplying demand for radiation-hardened passives. Electronics manufacturing clusters across Southeast Asia provide cost-competitive assembly for multilayer ceramic capacitors and wire-wound inductors. However, the region's structural reliance on imported cobalt, tantalum, and palladium exposes pricing to external shocks. OEMs respond by expanding local research and development centers to customize designs for regional airworthiness regulations. Strategic stockpiling and material substitution programs mitigate near-term exposure to geopolitical supply disruptions.

Europe maintains solid participation in the passive electronic components market thanks to advanced civil aerospace programs and defense modernization across NATO members. Environmental legislation accelerates the replacement of legacy chemistries with RoHS-compliant alternatives, fostering innovation in lead-free solder alloys and halogen-free laminates. Collaborative frameworks under the Clean Aviation Joint Undertaking allow shared risk on electrification demonstrators. Satellite prime contractors in France, Germany, and the United Kingdom contractually mandate European content for space-grade passives, safeguarding local supply chains. While the Middle East and Africa show nascent volumes, sovereign defense procurement packages increasingly stipulate technology-transfer clauses, presenting long-term opportunities for qualified suppliers willing to invest in local assembly and test operations.

1. TDK Corporation
2. Vishay Intertechnology Inc.
3. KYOCERA AVX Components Corporation
4. KEMET Corporation (Yageo Group)
5. Panasonic Holdings Corporation
6. Murata Manufacturing Co., Ltd.
7. Samsung Electro-Mechanics Co., Ltd.
8. Taiyo Yuden Co., Ltd.
9. WIMA GmbH & Co. KG
10. Cornell Dubilier Electronics, Inc.
11. API Delevan Inc. (Regal Rexnord)
12. Bourns, Inc.
13. TE Connectivity Ltd.
14. Eaton Corporation plc
15. TT Electronics plc
16. Ohmite Manufacturing Company, LLC
17. Honeywell International Inc.
18. Exxelia Group SAS
19. Smiths Interconnect Inc.
20. Littelfuse, Inc.
21. Johanson Dielectrics, Inc.
22. NIC Components Corp.
23. Delta Electronics, Inc.
24. Lelon Electronics Corporation
25. Knowles Precision Devices (Knowles Corp.)

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET LANDSCAPE

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Increasing adoption of "More-Electric" aircraft architectures
  • 4.2.2 Rising defense electronics modernization budgets
  • 4.2.3 Expansion of LEO satellite constellations
  • 4.2.4 Shift to wide-bandgap (GaN/SiC) power electronics
  • 4.2.5 Additive manufacturing of custom RF passives
  • 4.2.6 NATO STANAG-4736 RoHS-like mandates
• 4.3 Market Restraints
  • 4.3.1 Volatility in tantalum and palladium prices
  • 4.3.2 Geopolitical supply-chain disruptions
  • 4.3.3 Qualification bottlenecks for 3-D-printed passives
  • 4.3.4 Stricter cube-sat out-gassing limits on polymer films
• 4.4 Industry Supply Chain Analysis
• 4.5 Impact of Macroeconomic Factors
• 4.6 Technological Outlook
• 4.7 Porter's Five Forces Analysis
  • 4.7.1 Threat of New Entrants
  • 4.7.2 Bargaining Power of Buyers
  • 4.7.3 Bargaining Power of Suppliers
  • 4.7.4 Threat of Substitute Products
  • 4.7.5 Intensity of Competitive Rivalry

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

• 5.1 By Product Type
  • 5.1.1 Capacitors
  • 5.1.2 Inductors
  • 5.1.3 Resistors
  • 5.1.4 Other Passive Component Product Types (Transformers, Crystals)
• 5.2 By Platform
  • 5.2.1 Fixed-wing Aircraft
  • 5.2.2 Rotary-wing Aircraft
  • 5.2.3 Unmanned Aerial Vehicles (UAVs)
  • 5.2.4 Spacecraft and Satellites
  • 5.2.5 Missiles and Guided Weapons
• 5.3 By End-Use Application
  • 5.3.1 Avionics
  • 5.3.2 Communications and Navigation
  • 5.3.3 Power Distribution and Conditioning
  • 5.3.4 Electronic Warfare and Radar
  • 5.3.5 Thermal Management
• 5.4 By Geography
  • 5.4.1 North America
    • 5.4.1.1 United States
    • 5.4.1.2 Canada
    • 5.4.1.3 Mexico
  • 5.4.2 South America
    • 5.4.2.1 Brazil
    • 5.4.2.2 Argentina
    • 5.4.2.3 Rest of South America
  • 5.4.3 Europe
    • 5.4.3.1 Germany
    • 5.4.3.2 United Kingdom
    • 5.4.3.3 France
    • 5.4.3.4 Italy
    • 5.4.3.5 Spain
    • 5.4.3.6 Russia
    • 5.4.3.7 Rest of Europe
  • 5.4.4 Asia-Pacific
    • 5.4.4.1 China
    • 5.4.4.2 Japan
    • 5.4.4.3 India
    • 5.4.4.4 South Korea
    • 5.4.4.5 South-East Asia
    • 5.4.4.6 Rest of Asia-Pacific
  • 5.4.5 Middle East and Africa
    • 5.4.5.1 Middle East
      • 5.4.5.1.1 Saudi Arabia
      • 5.4.5.1.2 United Arab Emirates
      • 5.4.5.1.3 Rest of Middle East
    • 5.4.5.2 Africa
      • 5.4.5.2.1 South Africa
      • 5.4.5.2.2 Egypt
      • 5.4.5.2.3 Rest of Africa

6 COMPETITIVE LANDSCAPE

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share Analysis
• 6.4 Company Profiles (includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share for key companies, Products and Services, and Recent Developments)
  • 6.4.1 TDK Corporation
  • 6.4.2 Vishay Intertechnology Inc.
  • 6.4.3 KYOCERA AVX Components Corporation
  • 6.4.4 KEMET Corporation (Yageo Group)
  • 6.4.5 Panasonic Holdings Corporation
  • 6.4.6 Murata Manufacturing Co., Ltd.
  • 6.4.7 Samsung Electro-Mechanics Co., Ltd.
  • 6.4.8 Taiyo Yuden Co., Ltd.
  • 6.4.9 WIMA GmbH & Co. KG
  • 6.4.10 Cornell Dubilier Electronics, Inc.
  • 6.4.11 API Delevan Inc. (Regal Rexnord)
  • 6.4.12 Bourns, Inc.
  • 6.4.13 TE Connectivity Ltd.
  • 6.4.14 Eaton Corporation plc
  • 6.4.15 TT Electronics plc
  • 6.4.16 Ohmite Manufacturing Company, LLC
  • 6.4.17 Honeywell International Inc.
  • 6.4.18 Exxelia Group SAS
  • 6.4.19 Smiths Interconnect Inc.
  • 6.4.20 Littelfuse, Inc.
  • 6.4.21 Johanson Dielectrics, Inc.
  • 6.4.22 NIC Components Corp.
  • 6.4.23 Delta Electronics, Inc.
  • 6.4.24 Lelon Electronics Corporation
  • 6.4.25 Knowles Precision Devices (Knowles Corp.)

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-space and Unmet-Need Assessment