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【出版时间及名称】：2010年3月欧洲国防行业研究报告
【作者】：法国兴业银行
【文件格式】：pdf
【页数】：32
【目录或简介】：
An array of new threats – terrorism in particular – has reshaped the security sector, unifying
such previously disparate elements as airport security, anti-terrorism, border and port control,
customs, crisis control, emergency response, policing, critical infrastructure protection, among
others, under the umbrella of homeland security. Homeland security represents a market for a
range of technologies, from detection of harmful substances to biometric identification.
Governmental spending on products and services for homeland security is estimated to have
reached $141.6bn worldwide in 2009 (Source: Visiongain) –25% of which in Europe.
􀁑 We anticipate solid growth opportunities for the private sector, notably in detection for aviation
security, biometric identification, CBRNE threat prevention, port and border security, military
and emergency responders and critical infrastructure. While the sector is dependent on
government funding, which will inevitably mean delays for certain projects, we are
increasingly moving towards a higher margin, recurring revenue and cash flow business
model focused on turnkey solutions.
􀁑 The homeland security market is growing at up to 20% CAGR on the back of a range of
improved security drivers, including existing and emerging security threats, government and
stimulus funding, the equipment cycle, legislation and regulation, and new technologies to
counter threats. We believe that companies involved in next generation detection and
inspection, CBRNE threats, biometric identification, ports and borders, critical infrastructure
should see their markets increase due to growth in homeland security spending.
􀁑 Smiths and Safran should emerge as some of the biggest beneficiaries of the growth in the
homeland security market. Other companies in this business include pure players involved in
the broad detection and inspection markets (ASEI, Cogent, Flir, L-1, OSI) as well as larger
defence groups such as BAE and Finmeccanica.
Contents
3 0Homeland security
5 1H1HHomeland security drivers
5 2H2HMarket drivers
9 3H3HDetection and inspection markets
10 4H4HAviation security
17 5H5HBiometric identification, €4bn market with 15-20% CAGR
20 6H6HCBRNE, €1.5bn market with 12% CAGR
22 7H7HPorts: greater government influence & investment
24 8H8HBorder security, a top growth market
25 9H9HCritical infrastructure
26 10H10HMilitary and emergency response
27 1H1HHomeland security watchlist
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