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Check 6 With Accenture: Europe’s Defense Market Has Arrived
2025/6/9
Aviation Week's Check 6 Podcast
J
John Schmidt
J
Joyce Kline
John Schmidt: 我认为欧洲国防市场正在崛起，各国纷纷增加国防预算，采购方式也在发生变化。企业需要快速适应这种新的竞争环境，合作是成功的关键。我们看到越来越多的欧洲国防公司扩大国际合作，与中东、亚洲和非洲的本地企业合作，以进入新市场。这种合作不仅体现在产品和技术上，也体现在共同开发技术上。我认为欧洲正在采取“空客模式”，将欧洲公司的优势结合起来，而不是让多个规模较小的参与者在市场上竞争。
Joyce Kline: 我认为国防公司正在更多地采用人工智能、自主系统和先进材料等数字技术。自2022年以来，主要国防公司超过一半的收购都集中在人工智能、网络防御和机器间通信这三个领域。美国和欧洲的军事需求正在转向软件定义的能力，这需要网络安全等其他能力的支持。
Deep Dive
This chapter analyzes the significant increase in defense budgets across Europe and its implications for the industry. It highlights the changing procurement landscape, the rise of collaborations and partnerships, and the potential for a more unified European defense force.
- European countries have announced major defense budget increases.
- 86% of aerospace and defense executives see changes in defense procurement in Europe.
- Partnerships are essential for defense companies to compete in the new market.
- The "Airbus approach" of combining the best of European companies' offerings is gaining traction.
Shownotes Transcript