Airbus 2010 Annual Report Download - page 53

THE BIG PICTURE
31
MARKETS & PERSPECTIVES
Defence and security strategies adapt to new realities
Shifting alliances, nuclear proliferation, terrorism and
cyber-warfare are all causing countries to reconsider their
defence strategies. National security strategies are driven
by the need to respond effectively to large-scale natural
disasters, as well as terrorist threats. These require
large complex system capabilities that enable different
response services and different platforms to work
together in concert.
NATO’s new Strategic Concept, agreed in November
2010, reasserted the alliance’s commitment to nuclear
deterrence while placing a new emphasis on missile
defence, protection against terrorists and countering
cyber warfare. NATO also sought greater cooperation with
Russia, particularly through mutual missile defence.
Within Europe, the need to reduce public sector spending,
while at the same time maintaining defensive capabilities,
is leading to cooperative initiatives between countries.
Notably, the United Kingdom and France signed
agreements in 2010 to share resources in areas such as
nuclear warhead research, military transport aircraft and,
potentially, aerial refuelling aircraft.
Cyber warfare is one of the newest threats and is forecast
to increase. Already, security agencies in western
countries report thousands of malicious e-mails every
month designed to disrupt the computer systems that
are vital to critical national infrastructure. Governments
are therefore moving to classify cyber security as a
top-tier threat. The cyber security market, estimated at
approximately US$ 8 billion in 2009, is projected to grow
to US$ 27 billion in 2018.
Strategic importance of space remains strong
Space is increasingly important for countries’ defence
and security. Satellite surveillance already plays a vital
role in conflict areas such as Afghanistan, in military
communications and in relief operations.
Increasingly, private-sector companies are moving into
the space sector and national space agencies and
governments are beginning to reconsider their role.
Trends indicate a move away from big government
programmes in favour of tightly managed and leaner
commercial space projects. In the near future, launches
of sub-orbital science payloads and flight tests of piloted
vehicles could be carried out by private companies.
The number of commercial satellite launches is expected
to more than double during the next decade. As a result,
the satellite manufacturing sector is expected to generate
revenues of more than US$ 26 billion during the next ten
years. The relative improvement in the economy and in
financial markets in 2010 may lead to increased mergers
and acquisitions in the satellite services sector in particular.
Major Asian countries have signalled increased ambitions
in the space industry. China and India are both preparing
to send unmanned rover missions to the Moon within
the next ten years. While space spending is constrained
in the United States and Europe, these countries have
an opportunity to catch up quickly. China, for example,
has stated it aims to take 20% of the global space
industry by 2015.
Cyber security market:
spending by solutions segments in 2010
41% Network security
18% Security Operations
18% Data security
5% Endpoint security
15% Identity & access control
3% Application security
Source: Frost & Sullivan
Cyber security market:
spending by regions in 2010
38% North America
26% Asia-Pacific
4% Middle East & Africa
2% Eastern Europe
27% Western Europe
3% South America
Source: Frost & Sullivan