수중 통신 시스템 시장 : 시장 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the underwater communication system market size was valued at USD 4.52 billion in 2025 and is estimated to grow from USD 4.88 billion in 2026 to reach USD 7.79 billion by 2031, at a CAGR of 9.79% during the forecast period (2026-2031).

This report is Segmented by Technology (Acoustic Communication, Optical Blue-Green Laser, Electromagnetic Radio Frequency, and Hybrid), Component (Hardware, and Software and Services), Platform (Submarines and Unmanned Underwater Vehicles (UUVs), Surface Vessels, and More), Application (Defense and Security, and More), and Geography. The Market Forecasts are Provided in Terms of Value USD.

Global Underwater Communication System Market Trends and Insights

Rapid Adoption of Autonomous Underwater Vehicles

Procurement of extra-large and medium-class autonomous vehicles is rising because navies can maintain a persistent subsea presence at lower cost per patrol hour than crewed submarines. The United States Defense Innovation Unit selected Dive-XL in March 2026 to demonstrate open-architecture payload integration, a model that allows communication modules to be swapped without vessel recertification. Australia's Ghost Shark project delivered its first hull in January 2026 and uses modular bays that accept third-party acoustic or optical transceivers, trimming qualification time for vendors. Japan's Acquisition, Technology and Logistics Agency achieved a 1 megabit-per-second link at 50 meters using a blue-green laser paired with an acoustic fallback channel, underscoring bandwidth priorities in new vehicle designs.

Accelerated Subsea Data-Center Pilots by Hyperscalers

Microsoft's Project Natick proved submerged data vaults had lower hardware failure rates, yet follow-on contracts remain absent, implying that maintenance economics still favor land-based edge nodes. Hyperscalers instead fund distributed acoustic sensing on subsea cables to detect mechanical stress events in real time. Yokogawa Electric launched a 10 000-point sensing platform for offshore wind export cables in December 2024, revealing that communication demand is shifting toward structural health monitoring rather than compute off-loading.

Severe Bandwidth Limits of Acoustic Channels in Turbid Waters

Multipath interference, ambient shipping noise, and sediment scatter significantly reduce acoustic data rates to only a few kilobits per second in shallow coastal zones, creating substantial challenges for efficient data transmission. An IEEE Access study revealed that turbidity levels exceeding 50 NTU reduce signal-to-noise ratios by 15 decibels at 20 kilohertz, effectively halving throughput and impacting communication reliability. To mitigate these issues, operators embed edge compute to compress data before uplink, which adds USD 50,000-100,000 in node hardware costs. However, this approach also shortens battery life, further complicating operational efficiency in such environments.

Other drivers and restraints analyzed in the detailed report include:

1. Defense Modernization Programs Focused on Contested Seabed Zones
2. Growth in Offshore Renewable Energy Installations Needing Real-Time Monitoring
3. High CAPEX for Hybrid Optical-Acoustic Networks

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

Segment Analysis

In 2025, acoustic links held 62.58% of underwater communication system market revenue because they operate over 10 kilometers with modest alignment requirements. Optical blue-green lasers are advancing at an 8.45% CAGR through 2031 as laboratories demonstrate 170 gigabit-per-second polarization-division multiplexing, yet seawater absorption beyond 550 nanometers confines operational range to roughly 100 meters. Electromagnetic systems remain niche since seawater attenuates signals above 30 kilohertz within meters. Hybrid designs pairing an acoustic backbone with an optical burst channel satisfy missions that need high-definition video off-load during close approaches.

Software-defined acoustic modems are now field-programmable, allowing operators to retune carrier frequencies when ambient noise spikes, which reduces downtime and extends asset life. EvoLogics embedded the JANUS open protocol in 2024 to guarantee fleet interoperability across NATO forces. Regulatory uncertainty around sub-30 kilohertz spectrum continues, placing the burden on equipment makers to certify both acoustic and optical paths for each jurisdiction. Meanwhile, gallium-nitride laser diodes are trending toward lower cost curves, promising sub-USD 10 000 optical endpoints suited to aquaculture pens and inspection drones.

Hardware captured 57.53% of 2025 revenue because transducers, modems, and subsea-rated connectors still command premium prices. However, the software and services segment is projected to outpace hardware with an 8.39% CAGR, fueled by cloud-hosted fleet management and by waveform hot-patching that saves dry-dock fees. L3Harris won a USD contract in February 2026 to supply 26 shipsets that support over-the-air encryption-key rotation, illustrating how software control is now a procurement must-have.

Transducer innovation focuses on piezo-composite stacks that widen the usable bandwidth envelope, permitting a single unit to cover multiple frequency bands and thereby trim bill of materials. Cable integrity and connector reliability still represent up to 20% of node hardware cost because of pressure housing and corrosion control. On the software side, machine-learning diagnostics assess channel quality in real time and recommend power or frequency adjustments, turning historical field data into predictive maintenance alerts that lower life-cycle cost. Services revenue is rising as offshore installers bundle node commissioning, training, and multi-year support into subscription contracts.

Geography Analysis

North America generated 31.76% of 2025 revenue thanks to submarine communication modernization, increasing offshore wind capacity along the Atlantic coast, and Arctic surveillance initiatives. The Dive-XL program contracts and L3Harris shipset awards provide a visible backlog through 2033, while Canada's Arctic sensor grid protects the Northwest Passage as shipping lanes expand. Mexico's deepwater Gulf of Mexico blocks require subsea communication nodes that handle multi-vendor sensor streams, reinforcing regional demand.

Asia-Pacific is forecast to grow at an 8.73% CAGR between 2026 and 2031. Australia's AUD 1.7 billion (USD 1.12 billion) Ghost Shark investment anchors supplier roadmaps, and Japan's hybrid optical-acoustic modem prototypes signal a strategic push toward higher bandwidth. China's Transparent Ocean network extends acoustic surveillance, while South Korea and India fund new submarine builds that integrate software-defined modems. Offshore wind rollouts in Taiwan, Vietnam, and India add hundreds of export-cable monitoring nodes, though export controls on dual-use technologies and diverging certification regimes create market entry hurdles.

Europe shows robust replacement demand across North Sea and Baltic assets that rely on distributed acoustic sensing to detect anchor drags and fishing-gear strikes. NATO's Baltic Sentry operation highlights infrastructure vulnerability and spurs procurement of low-intercept acoustic waveforms. The Middle East deploys fiber-optic tethers on Persian Gulf platforms to circumvent acoustic bandwidth ceilings, whereas South America's pre-salt provinces in Brazil demand optical links capable of multimegabit throughput. Chile's salmon growers and Argentina's early offshore wind studies broaden the regional application mix, lowering dependence on oil and gas alone.

1. Teledyne Technologies Incorporated
2. Kongsberg Gruppen ASA
3. Sonardyne International Ltd.
4. Ultra Electronics Maritime Systems Inc.
5. L3Harris Technologies Inc.
6. Thales Group
7. SAAB AB
8. EvoLogics GmbH
9. Subnero Pte. Ltd.
10. DSPComm Ltd.
11. General Dynamics Mission Systems, Inc.
12. Lockheed Martin Corporation
13. Ocean Sonics Ltd.
14. Hydroacoustics Inc.
15. Nautel Ltd. (Nautel Sonar Systems)
16. EdgeTech (a wholly-owned subsidiary of ORE Offshore)
17. Wartsila ELAC Nautik GmbH
18. Blueprint Subsea Ltd.
19. JW Fishers Mfg Inc.
20. CGG S.A. (Sercel)

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 Rapid adoption of autonomous underwater vehicles (AUVs)
  • 4.2.2 Accelerated subsea data-center pilots by hyperscalers
  • 4.2.3 Defense modernization programs focused on contested seabed zones
  • 4.2.4 Growth in offshore renewable energy installations needing real-time monitoring
  • 4.2.5 Expansion of deep-sea mineral exploration licenses
  • 4.2.6 Emergence of software-defined acoustic modems enabling dynamic spectrum use
• 4.3 Market Restraints
  • 4.3.1 Severe bandwidth limits of acoustic channels in turbid waters
  • 4.3.2 High CAPEX for hybrid optical-acoustic networks
  • 4.3.3 Regulatory ambiguity around RF spectrum below 30 kHz
  • 4.3.4 Cyber-security vulnerabilities in long-baseline positioning networks
• 4.4 Industry Value Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Porter's Five Forces Analysis
  • 4.7.1 Threat of New Entrants
  • 4.7.2 Bargaining Power of Suppliers
  • 4.7.3 Bargaining Power of Buyers
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Competitive Rivalry

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

• 5.1 By Technology
  • 5.1.1 Acoustic Communication
  • 5.1.2 Optical (Blue/Green Laser)
  • 5.1.3 Electromagnetic/Radio Frequency
  • 5.1.4 Hybrid
• 5.2 By Component
  • 5.2.1 Hardware
    • 5.2.1.1 Modems
    • 5.2.1.2 Transducers/Transceivers
    • 5.2.1.3 Cables and Connectors
    • 5.2.1.4 Sensors and Antennas
  • 5.2.2 Software and Services
• 5.3 By Platform
  • 5.3.1 Submarines and Unmanned Underwater Vehicles (UUVs)
  • 5.3.2 Surface Vessels
  • 5.3.3 Offshore Fixed Platforms
  • 5.3.4 Offshore Floating Platforms
  • 5.3.5 Scientific and Monitoring Buoys
• 5.4 By Application
  • 5.4.1 Defense and Security
  • 5.4.2 Oil and Gas Exploration and Production
  • 5.4.3 Environmental Monitoring and Oceanography
  • 5.4.4 Scientific Research and Academia
  • 5.4.5 Marine Construction and Aquaculture
• 5.5 By Geography
  • 5.5.1 North America
    • 5.5.1.1 United States
    • 5.5.1.2 Canada
    • 5.5.1.3 Mexico
  • 5.5.2 South America
    • 5.5.2.1 Brazil
    • 5.5.2.2 Argentina
    • 5.5.2.3 Rest of South America
  • 5.5.3 Europe
    • 5.5.3.1 Germany
    • 5.5.3.2 United Kingdom
    • 5.5.3.3 France
    • 5.5.3.4 Russia
    • 5.5.3.5 Rest of Europe
  • 5.5.4 Asia-Pacific
    • 5.5.4.1 China
    • 5.5.4.2 Japan
    • 5.5.4.3 India
    • 5.5.4.4 South Korea
    • 5.5.4.5 Australia
    • 5.5.4.6 Rest of Asia-Pacific
  • 5.5.5 Middle East and Africa
    • 5.5.5.1 Middle East
      • 5.5.5.1.1 Saudi Arabia
      • 5.5.5.1.2 United Arab Emirates
      • 5.5.5.1.3 Rest of Middle East
    • 5.5.5.2 Africa
      • 5.5.5.2.1 South Africa
      • 5.5.5.2.2 Egypt
      • 5.5.5.2.3 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 Teledyne Technologies Incorporated
  • 6.4.2 Kongsberg Gruppen ASA
  • 6.4.3 Sonardyne International Ltd.
  • 6.4.4 Ultra Electronics Maritime Systems Inc.
  • 6.4.5 L3Harris Technologies Inc.
  • 6.4.6 Thales Group
  • 6.4.7 SAAB AB
  • 6.4.8 EvoLogics GmbH
  • 6.4.9 Subnero Pte. Ltd.
  • 6.4.10 DSPComm Ltd.
  • 6.4.11 General Dynamics Mission Systems, Inc.
  • 6.4.12 Lockheed Martin Corporation
  • 6.4.13 Ocean Sonics Ltd.
  • 6.4.14 Hydroacoustics Inc.
  • 6.4.15 Nautel Ltd. (Nautel Sonar Systems)
  • 6.4.16 EdgeTech (a wholly-owned subsidiary of ORE Offshore)
  • 6.4.17 Wartsila ELAC Nautik GmbH
  • 6.4.18 Blueprint Subsea Ltd.
  • 6.4.19 JW Fishers Mfg Inc.
  • 6.4.20 CGG S.A. (Sercel)

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-space and Unmet-need Assessment