研判2025！中国导航吊舱行业相关概述、产业链、发展现状、竞争格局及未来趋势：军民需求双轮发力，导航吊舱行业市场规模有望达到5.51亿元[图]

Core Viewpoint - The navigation pod industry in China is rapidly developing due to government support and increasing demand in both military and civilian sectors, with market size projected to reach 5.07 billion yuan in 2024, an 8.8% year-on-year increase [1][4]. Industry Overview - The navigation pod is a payload device installed on aircraft, used for collecting optical signals, and can be categorized into various types including navigation pods, targeting pods, and electronic intelligence pods [3]. - The components of navigation pods include terrain-following radar, forward-looking infrared systems, and other essential parts for operational functionality [3]. Industry Chain - The upstream of the navigation pod industry includes components like radar and infrared sensors, while the midstream focuses on manufacturing, and the downstream applications span military and civilian uses [4]. Current Industry Status - The global navigation pod market is maturing, with a compound annual growth rate of 4.9% from 2016 to 2024, expected to reach 1.11 billion dollars in 2025 [4]. - In China, the navigation pod market is supported by stable military spending and the growth of the UAV market, leading to increased demand [4]. Competitive Landscape - The global market is competitive, with leading positions held by American companies like Lockheed Martin and Raytheon, while Chinese companies are catching up in mid to low-end products [5][6]. - Key players in the Chinese market include North Optical Electric Co., Ltd., Beijing Star Net Yuda Technology Co., Ltd., and others [5][6]. Development Trends - The integration of AI, big data, and IoT technologies is expected to drive the evolution of navigation pods towards smarter and more connected systems [7]. - Demand in the military sector is anticipated to grow, particularly for UAVs, while civilian applications in environmental monitoring and disaster response will also expand [8]. - The competitive landscape is becoming more diversified, with state-owned enterprises maintaining a stronghold in high-end military products, while private tech companies are emerging in the civilian market [10].