군용 전기 광학 및 적외선 시스템 시장 규모, 점유율, 동향 및 예측 : 플랫폼, 시스템, 센서 유형, 기술, 파장, 지역별(2026-2034년)

The global military electro-optical and infrared systems market size was valued at USD 11.1 Billion in 2025. Looking forward, IMARC Group estimates the market to reach USD 14.48 Billion by 2034, exhibiting a CAGR of 3.02% from 2026-2034. North America currently dominates the market, holding a market share of 32% in 2025. The region benefits from substantial government defense spending, a well-established defense industrial base, continuous modernization of air and naval platforms, and sustained investment in advanced surveillance and targeting systems that collectively strengthen the military electro-optical and infrared systems market share.

The military electro-optical and infrared systems (EO/IR) market is fueled by the rising geopolitical tensions, territorial disputes, and asymmetric warfare threats, which are encouraging governments worldwide to allocate larger portions of their budgets toward advanced surveillance, reconnaissance, and precision targeting capabilities. The increasing deployment of unmanned aerial vehicles (UAVs) and autonomous systems across defense operations is generating strong demand for compact, high-resolution EO/IR payloads that deliver enhanced situational awareness in complex operational environments. Additionally, the integration of multi-spectral imaging with network-centric warfare architectures is enabling real-time intelligence sharing across domains. The growing emphasis on border security, maritime patrol, and counterterrorism missions is further accelerating procurement cycles for next-generation EO/IR systems.

The United States is emerging as a major region in the market owing to the country notable defense budget. For instance, the U.S. Department of Defense (DOD) has outlined its USD 849.8 Billion budget request for Fiscal Year 2025, emphasizing integrated deterrence, readiness, and support for military personnel. Significant allocations are directed toward upgrading advanced sensing and surveillance capabilities across all service branches. Modernization programs within the Army, Navy, and Air Force emphasize deployment of next-generation infrared search and track systems, sophisticated targeting pods, and improved night-vision technologies. These investments are designed to strengthen battlefield awareness, precision engagement, and strategic advantage in increasingly complex and contested operational environments.

MILITARY ELECTRO-OPTICAL AND INFRARED SYSTEMS MARKET TRENDS:

Rise of Localized Maintenance and Support Infrastructure

The expansion of localized maintenance, repair, and overhaul (MRO) infrastructure is a significant factor impelling the growth of the military EO/IR systems market. As defense forces increasingly deploy advanced electro-optical and infrared platforms across diverse operational theaters, ensuring high system availability and rapid turnaround times for servicing is becoming a strategic priority. Establishing regional service centers enhances mission readiness, reduces logistical delays, and strengthens technical expertise within allied markets. Reflecting this trend, in 2024, L3Harris Technologies inaugurated a new WESCAM Authorized Service Center in Bologna, Italy, to support its MX-Series EO/IR systems for Italian and broader European users. The 5,500-square-meter facility was equipped with advanced repair and diagnostic capabilities, reinforcing operational reliability while aligning with NATO localization objectives. Such investments in regional support infrastructure not only improve lifecycle management of EO/IR assets but also foster long-term defense partnerships and sustained procurement growth.

Growing Demand for Precision-Guided Munitions in Contested Environments

The increasing demand for precision-guided munitions capable of operating in electronically contested and GNSS-denied environments is offering a favorable military electro-optical and infrared systems market outlook. Modern battlefields are characterized by sophisticated jamming, spoofing, and electronic warfare tactics, necessitating advanced guidance technologies that ensure autonomous target acquisition and engagement. EO/IR seekers provide high-resolution imaging, fire-and-forget functionality, and enhanced discrimination of targets, significantly improving strike accuracy while minimizing platform exposure. Reflecting this trend, in 2025, MBDA unveiled the Crossbow One-Way Effector equipped with EO/IR guidance for precise targeting in GNSS-denied conditions, alongside the Akeron MBT 120 missile featuring fire-and-forget capabilities for armored platforms. These next-generation systems highlight the growing integration of EO/IR technologies into long-range and tactical missiles, reinforcing sustained procurement and technological advancement across global defense forces.

Modernization of Military Helicopter Fleets

Ongoing modernization of rotary-wing military platforms is a key factor influencing the growth in the military EO/IR systems market. Armed forces worldwide are upgrading helicopter fleets with advanced intelligence, surveillance, reconnaissance, and targeting capabilities to address evolving security threats and mission requirements. Integrating sophisticated EO/IR sensor suites enhances situational awareness, precision targeting, and operational flexibility across diverse combat and support missions. Reflecting this trend, in 2024, L3Harris Technologies announced the integration of its Wescam MX-15D EO/IR targeting system into Germany's fleet of 82 H145M helicopters manufactured by Airbus. The system delivered high-definition imaging, multi-spectral sensing, and automatic video tracking, significantly strengthening intelligence gathering and target acquisition capabilities. Such large-scale fleet upgrades underscore the growing reliance on advanced EO/IR technologies to improve military readiness, interoperability, and mission effectiveness, thereby supporting the military electro-optical and infrared systems market growth.

MILITARY ELECTRO-OPTICAL AND INFRARED SYSTEMS INDUSTRY SEGMENTATION:

Analysis by Platform:

• Air-Based
• Sea-Based
• Land-Based

Air-based holds 45% of the market share, underscoring the strategic importance of airborne intelligence, surveillance, and precision engagement capabilities in modern defense operations. This system comprises advanced sensor suites deployed on fighter jets, reconnaissance aircraft, helicopters, and unmanned aerial vehicles to provide real-time targeting, navigation, and battlefield awareness across diverse operational environments. The dominance of this segment reflects the growing reliance on air superiority and rapid response capabilities, where overhead intelligence and precision strike coordination are critical to mission effectiveness. Technologies such as advanced targeting pods, forward-looking infrared (FLIR) systems, and infrared search and track (IRST) sensors are increasingly integrated into fourth- and fifth-generation combat aircraft. These solutions enhance beyond-visual-range engagement capabilities, improve threat detection accuracy, and strengthen resilience against electronic warfare measures, thereby reinforcing the central role of air-based EO/IR platforms in contemporary and future military strategies.

Analysis by System:

• Targeting System
• Electronic Support Measure (ESM) System
• Imaging System
  • Multispectral Imaging System
  • Hyperspectral Imaging System

Targeting system leads the market with a share of 33%. This system integrates advanced electro-optical and infrared sensors with laser designators, rangefinders, and sophisticated tracking algorithms to enable accurate identification, tracking, and engagement of ground, aerial, and maritime targets. Its capability to provide real-time imagery and precise coordinate generation makes it indispensable for guided munition deployment, close air support missions, and beyond-visual-range strike operations across modern combat platforms. The expanding adoption of precision-guided weapons and the strategic emphasis on minimizing collateral damage in urban and asymmetric warfare environments continue to drive sustained procurement of advanced targeting solutions. Moreover, next-generation targeting pods incorporate enhanced digital architectures, improved data-link connectivity, and superior long-range detection performance. These advancements significantly strengthen situational awareness, interoperability, and mission effectiveness, reinforcing the critical role of targeting system in contemporary and future battlefield operations.

Analysis by Sensor Type:

• Staring Sensor
• Scanning Sensor

Staring sensor dominates the military with a share of 56%. This system captures an entire scene simultaneously through a two-dimensional detector array, enabling instantaneous full-frame thermal or optical imaging. This architecture provides superior sensitivity, faster refresh rates, and enhanced spatial resolution compared to mechanically scanned alternatives, making staring sensor highly suitable for mission-critical defense applications. It is widely deployed in missile warning systems, precision targeting platforms, intelligence gathering, and real-time surveillance operations where rapid detection and accurate tracking are essential. The absence of mechanical scanning components not only improves operational reliability but also reduces maintenance requirements and mechanical wear, particularly in harsh combat environments. Furthermore, its capability to detect faint thermal signatures across wide fields of view strengthens situational awareness, supporting advanced threat identification and response across air, land, and naval defense platforms.

Analysis by Technology:

• Cooled
• Uncooled

Cooled represents the leading segment, accounting for 60% of the market share. This technology utilizes cryogenic cooling mechanisms to significantly reduce internal thermal noise, thereby enabling the detection of extremely faint heat signatures at extended distances with exceptional image clarity and sensitivity. Operating primarily within the mid-wave and long-wave infrared spectra, cooled sensor provides armed forces with superior capabilities in long-range target acquisition, missile approach warning, intelligence, surveillance, and reconnaissance missions. Its high resolution and enhanced contrast performance allow effective operation in complex environments, including low-visibility and all-weather conditions. Cooled EO/IR system remains indispensable for strategic aircraft, naval vessels, and ground-based defense platforms where maximum detection range, precision tracking, and mission-critical reliability are paramount. These performance advantages are expected to reinforce a positive military electro-optical and infrared systems market forecast, with sustained demand for high-sensitivity cooled technologies across advanced defense platforms.

Analysis by Wavelength:

• Ultraviolet
• Near Infrared
• Short and Medium Wavelength Infrared
• Long Wavelength Infrared

Short and medium-wavelength infrared account for 40% of the market share, reflecting their critical role in advanced defense sensing applications. These sensors operate within key atmospheric transmission windows, enabling enhanced detection of hot exhaust plumes, reflected solar radiation, and subtle thermal contrasts between targets and surrounding environments. Their ability to deliver high-resolution imagery and rapid response times makes them particularly effective in dynamic combat scenarios. Short and medium-wavelength infrared bands are extensively utilized in air-to-air missile seekers, airborne targeting pods, and space-based missile warning systems, where precise tracking and early threat identification are essential. Moreover, their superior performance in varying weather and lighting conditions strengthens situational awareness across air, land, and space platforms. Continuous advancements in detector materials, cooling technologies, and signal processing algorithms are further enhancing the operational efficiency and reliability of short and medium wavelength infrared systems in modern defense architectures.

Regional Analysis:

• North America
  • United States
  • Canada
• Asia-Pacific
  • China
  • Japan
  • India
  • South Korea
  • Australia
  • Indonesia
  • Others
• Europe
  • Germany
  • France
  • United Kingdom
  • Italy
  • Spain
  • Russia
  • Others
• Latin America
  • Brazil
  • Mexico
  • Others
• Middle East and Africa

North America, accounting for 32% of the share, enjoys the leading position in the market. The region's dominance is anchored by substantial defense spending, advanced aerospace manufacturing capabilities, and continuous investments in surveillance and public safety technologies. Strong collaboration between government agencies and leading defense contractors further accelerates the deployment of next-generation electro-optical and infrared solutions across military and law enforcement platforms. Reflecting this momentum, in 2025, L3Harris Technologies was selected to deliver WESCAM MX-10 EO/IR sensor systems to Airbus Helicopters Canada for installation on Airbus H125 helicopters. Equipped with high-definition infrared sensors and advanced video tracking capabilities, these systems enhance aerial surveillance and public safety operations. Such contracts underscore North America's sustained leadership in adopting advanced imaging technologies for defense and security applications.

KEY REGIONAL TAKEAWAYS:

UNITED STATES MILITARY ELECTRO-OPTICAL AND INFRARED SYSTEMS MARKET ANALYSIS

The United States maintains a leadership in the military EO/IR systems market, underpinned by the world's largest defense budget and a comprehensive strategy to maintain technological overmatch. This dominance is characterized by a persistent pipeline of high-value modernization programs across all service branches, ranging from Army night-vision enhancements to Air Force targeting pod deployments. A definitive example of this investment occurred in 2025, when Lockheed Martin secured a USD 233 million full-rate production contract to deliver IRST21(R) Block II systems to the U.S. Navy and Air National Guard. This advanced sensor suite significantly extends detection ranges and enhances situational awareness by passively tracking airborne threats in radar-denied environments. By integrating such state-of-the-art systems with emerging AI and machine-learning (ML) algorithms for autonomous target recognition, the US continues to set the global standard for real-time battlefield intelligence, ensuring its position as the primary user and innovator of advanced EO/IR technologies.

EUROPE MILITARY ELECTRO-OPTICAL AND INFRARED SYSTEMS MARKET ANALYSIS

Europe represents a significant and rapidly growing market for military EO/IR systems, driven by intensified defense spending commitments and modernization initiatives across regional armed forces. Heightened geopolitical tensions and NATO capability targets are encouraging several European nations to upgrade surveillance, targeting, and maritime security platforms with advanced electro-optical and infrared technologies. In line with this trend, in 2026, the French Navy initiated the installation of new EO/IR systems on its Mistral-class landing helicopter docks, incorporating the CAT EYE H20 developed by Lerity and the TrakkaCam system from Trakka Systems. These advanced systems are designed to enhance detection, identification, and tracking capabilities in complex maritime environments, enabling improved multi-threat response and operational readiness. Such upgrades reflect Europe's broader strategic focus on strengthening situational awareness, border security, and expeditionary naval capabilities through next-generation EO/IR integration.

ASIA-PACIFIC MILITARY ELECTRO-OPTICAL AND INFRARED SYSTEMS MARKET ANALYSIS

The Asia-Pacific region represents a crucial market for military EO/IR systems, driven by rising defense expenditures, ongoing territorial disputes, and comprehensive force modernization programs across major economies. Governing bodies in the region are prioritizing advanced surveillance, reconnaissance, and border monitoring capabilities to strengthen national security and strategic deterrence. Reflecting this momentum, in 2026, India announced plans to launch 52 military surveillance satellites by 2029 under its Space-Based Surveillance Phase-III programme, with an investment of Rs 26,000 crore. These satellites will incorporate infrared sensors for night-time imaging alongside electro-optical cameras and synthetic aperture radar technologies, enabling all-weather, round-the-clock monitoring. Such large-scale investments in space-based and advanced sensing infrastructure are accelerating regional demand for next-generation EO/IR systems across land, naval, aerial, and space defense platforms.

LATIN AMERICA MILITARY ELECTRO-OPTICAL AND INFRARED SYSTEMS MARKET ANALYSIS

Latin America is experiencing growth in military EO/IR system adoption, driven by expanding defense modernization initiatives and rising regional security concerns. Governments across countries, such as Brazil and Mexico, are strengthening surveillance, reconnaissance, and border monitoring capabilities to counter transnational crime and safeguard territorial integrity. Reflecting this upward trajectory, the Latin America defense market was valued at USD 61.36 Billion in 2024, according to the IMARC Group. This expanding defense expenditure base is supporting investments in advanced electro-optical and infrared technologies, enhancing situational awareness and operational effectiveness across land, air, and maritime platforms.

MIDDLE EAST AND AFRICA MILITARY ELECTRO-OPTICAL AND INFRARED SYSTEMS MARKET ANALYSIS

The Middle East and Africa region is witnessing growth in military EO/IR system procurement, supported by persistent regional conflicts, counterterrorism initiatives, and broad defense modernization strategies. Governments are prioritizing advanced surveillance, targeting, and reconnaissance capabilities to enhance operational readiness and border security. Reflecting this commitment, Saudi Arabia allocated approximately USD 78 Billion for defense spending in 2025, an increase from USD 75.8 Billion in 2024, as reported by the General Authority for Military Industries. These developments collectively underscore evolving military electro-optical and infrared systems market trends, highlighting sustained regional investment in advanced sensing and surveillance technologies to address emerging security challenges.

COMPETITIVE LANDSCAPE:

The military electro-optical and infrared systems market features a concentrated competitive structure dominated by established defense prime contractors with extensive portfolios spanning sensor development, system integration, and platform-level deployment. Leading companies are investing heavily in research and development to advance AI-enabled sensing, multi-spectral imaging, and sensor miniaturization technologies. Strategic partnerships and memoranda of understanding between major players are enhancing interoperability and expanding market reach across allied nations. Companies are also pursuing vertical integration strategies to secure critical supply chains for specialized components including focal plane arrays, cryocoolers, and germanium optics. The competitive landscape is further shaped by significant government contracts and long-term procurement programs that create high barriers to entry for new participants. Increasing emphasis on software-defined architectures and open-system designs is enabling established players to offer modular upgrade pathways that strengthen customer retention and lifecycle revenue generation.

The report provides a comprehensive analysis of the competitive landscape in the military electro-optical and infrared systems market with detailed profiles of all major companies, including:

• BAE Systems Plc
• Elbit Systems Ltd.
• FLIR Systems Inc.
• Israel Aerospace Industries
• L3Harris Technologies Inc.
• Leonardo S.p.A.
• Lockheed Martin Corporation
• Raytheon Technologies Corporation
• Rheinmetall AG
• Saab AB
• Thales Group

KEY QUESTIONS ANSWERED IN THIS REPORT

1. How big is the military electro-optical and infrared systems market?

2. What is the future outlook of military electro-optical and infrared systems market?

3. What are the key factors driving the military electro-optical and infrared systems market?

4. Which region accounts for the largest military electro-optical and infrared systems market share?

5. Which are the leading companies in the global military electro-optical and infrared systems market?

Table of Contents

1 Preface

2 Scope and Methodology

• 2.1 Objectives of the Study
• 2.2 Stakeholders
• 2.3 Data Sources
  • 2.3.1 Primary Sources
  • 2.3.2 Secondary Sources
• 2.4 Market Estimation
  • 2.4.1 Bottom-Up Approach
  • 2.4.2 Top-Down Approach
• 2.5 Forecasting Methodology

3 Executive Summary

4 Introduction

• 4.1 Overview
• 4.2 Key Industry Trends

5 Global Military Electro-optical and Infrared Systems Market

• 5.1 Market Overview
• 5.2 Market Performance
• 5.3 Impact of COVID-19
• 5.4 Market Forecast

6 Market Breakup by Platform

• 6.1 Air-Based
  • 6.1.1 Market Trends
  • 6.1.2 Market Forecast
• 6.2 Sea-Based
  • 6.2.1 Market Trends
  • 6.2.2 Market Forecast
• 6.3 Land-Based
  • 6.3.1 Market Trends
  • 6.3.2 Market Forecast

7 Market Breakup by System

• 7.1 Targeting System
  • 7.1.1 Market Trends
  • 7.1.2 Market Forecast
• 7.2 Electronic Support Measure (ESM) System
  • 7.2.1 Market Trends
  • 7.2.2 Market Forecast
• 7.3 Imaging System
  • 7.3.1 Market Trends
  • 7.3.2 Major Types
    • 7.3.2.1 Multispectral Imaging System
    • 7.3.2.2 Hyperspectral Imaging System
  • 7.3.3 Market Forecast

8 Market Breakup by Sensor Type

• 8.1 Staring Sensor
  • 8.1.1 Market Trends
  • 8.1.2 Market Forecast
• 8.2 Scanning Sensor
  • 8.2.1 Market Trends
  • 8.2.2 Market Forecast

9 Market Breakup by Technology

• 9.1 Cooled
  • 9.1.1 Market Trends
  • 9.1.2 Market Forecast
• 9.2 Uncooled
  • 9.2.1 Market Trends
  • 9.2.2 Market Forecast

10 Market Breakup by Wavelength

• 10.1 Ultraviolet
  • 10.1.1 Market Trends
  • 10.1.2 Market Forecast
• 10.2 Near Infrared
  • 10.2.1 Market Trends
  • 10.2.2 Market Forecast
• 10.3 Short and Medium Wavelength Infrared
  • 10.3.1 Market Trends
  • 10.3.2 Market Forecast
• 10.4 Long Wavelength Infrared
  • 10.4.1 Market Trends
  • 10.4.2 Market Forecast

11 Market Breakup by Region

• 11.1 North America
  • 11.1.1 United States
    • 11.1.1.1 Market Trends
    • 11.1.1.2 Market Forecast
  • 11.1.2 Canada
    • 11.1.2.1 Market Trends
    • 11.1.2.2 Market Forecast
• 11.2 Asia-Pacific
  • 11.2.1 China
    • 11.2.1.1 Market Trends
    • 11.2.1.2 Market Forecast
  • 11.2.2 Japan
    • 11.2.2.1 Market Trends
    • 11.2.2.2 Market Forecast
  • 11.2.3 India
    • 11.2.3.1 Market Trends
    • 11.2.3.2 Market Forecast
  • 11.2.4 South Korea
    • 11.2.4.1 Market Trends
    • 11.2.4.2 Market Forecast
  • 11.2.5 Australia
    • 11.2.5.1 Market Trends
    • 11.2.5.2 Market Forecast
  • 11.2.6 Indonesia
    • 11.2.6.1 Market Trends
    • 11.2.6.2 Market Forecast
  • 11.2.7 Others
    • 11.2.7.1 Market Trends
    • 11.2.7.2 Market Forecast
• 11.3 Europe
  • 11.3.1 Germany
    • 11.3.1.1 Market Trends
    • 11.3.1.2 Market Forecast
  • 11.3.2 France
    • 11.3.2.1 Market Trends
    • 11.3.2.2 Market Forecast
  • 11.3.3 United Kingdom
    • 11.3.3.1 Market Trends
    • 11.3.3.2 Market Forecast
  • 11.3.4 Italy
    • 11.3.4.1 Market Trends
    • 11.3.4.2 Market Forecast
  • 11.3.5 Spain
    • 11.3.5.1 Market Trends
    • 11.3.5.2 Market Forecast
  • 11.3.6 Russia
    • 11.3.6.1 Market Trends
    • 11.3.6.2 Market Forecast
  • 11.3.7 Others
    • 11.3.7.1 Market Trends
    • 11.3.7.2 Market Forecast
• 11.4 Latin America
  • 11.4.1 Brazil
    • 11.4.1.1 Market Trends
    • 11.4.1.2 Market Forecast
  • 11.4.2 Mexico
    • 11.4.2.1 Market Trends
    • 11.4.2.2 Market Forecast
  • 11.4.3 Others
    • 11.4.3.1 Market Trends
    • 11.4.3.2 Market Forecast
• 11.5 Middle East and Africa
  • 11.5.1 Market Trends
  • 11.5.2 Market Breakup by Country
  • 11.5.3 Market Forecast

12 SWOT Analysis

• 12.1 Overview
• 12.2 Strengths
• 12.3 Weaknesses
• 12.4 Opportunities
• 12.5 Threats

13 Value Chain Analysis

14 Porters Five Forces Analysis

• 14.1 Overview
• 14.2 Bargaining Power of Buyers
• 14.3 Bargaining Power of Suppliers
• 14.4 Degree of Competition
• 14.5 Threat of New Entrants
• 14.6 Threat of Substitutes

15 Price Analysis

16 Competitive Landscape

• 16.1 Market Structure
• 16.2 Key Players
• 16.3 Profiles of Key Players
  • 16.3.1 BAE Systems Plc
    • 16.3.1.1 Company Overview
    • 16.3.1.2 Product Portfolio
    • 16.3.1.3 Financials
    • 16.3.1.4 SWOT Analysis
  • 16.3.2 Elbit Systems Ltd.
    • 16.3.2.1 Company Overview
    • 16.3.2.2 Product Portfolio
    • 16.3.2.3 SWOT Analysis
  • 16.3.3 FLIR Systems Inc.
    • 16.3.3.1 Company Overview
    • 16.3.3.2 Product Portfolio
    • 16.3.3.3 Financials
    • 16.3.3.4 SWOT Analysis
  • 16.3.4 Israel Aerospace Industries
    • 16.3.4.1 Company Overview
    • 16.3.4.2 Product Portfolio
  • 16.3.5 L3Harris Technologies Inc.
    • 16.3.5.1 Company Overview
    • 16.3.5.2 Product Portfolio
    • 16.3.5.3 SWOT Analysis
  • 16.3.6 Leonardo S.p.A.
    • 16.3.6.1 Company Overview
    • 16.3.6.2 Product Portfolio
    • 16.3.6.3 Financials
    • 16.3.6.4 SWOT Analysis
  • 16.3.7 Lockheed Martin Corporation
    • 16.3.7.1 Company Overview
    • 16.3.7.2 Product Portfolio
    • 16.3.7.3 Financials
    • 16.3.7.4 SWOT Analysis
  • 16.3.8 Raytheon Technologies Corporation
    • 16.3.8.1 Company Overview
    • 16.3.8.2 Product Portfolio
    • 16.3.8.3 Financials
    • 16.3.8.4 SWOT Analysis
  • 16.3.9 Rheinmetall AG
    • 16.3.9.1 Company Overview
    • 16.3.9.2 Product Portfolio
    • 16.3.9.3 SWOT Analysis
  • 16.3.10 Saab AB
    • 16.3.10.1 Company Overview
    • 16.3.10.2 Product Portfolio
    • 16.3.10.3 Financials
    • 16.3.10.4 SWOT Analysis
  • 16.3.11 Thales Group
    • 16.3.11.1 Company Overview
    • 16.3.11.2 Product Portfolio
    • 16.3.11.3 SWOT Analysis