Dublin, Feb. 18, 2026 (GLOBE NEWSWIRE) -- The "Undersea Defence Infrastructure & Security Market Report 2026-2036" report has been added to ResearchAndMarkets.com's offering.
Overall world revenue for the Undersea Defence Infrastructure & Security Market will surpass US$29.47 billion in 2026
This report will prove invaluable to leading firms striving for new revenue pockets if they wish to better understand the industry and its underlying dynamics. It will be useful for companies that would like to expand into different industries or to expand their existing operations in a new region.
Persistent and Distributed Undersea Surveillance as a Strategic Doctrine
Governments are moving from episodic patrols to persistent, distributed undersea surveillance architectures (seabed arrays, moored sensors, and networked autonomous platforms) because continuous domain awareness materially reduces strategic surprise and secures high-value undersea infrastructure; this shift is driving multiyear procurement programs, investment in seabed cabled sensor nodes and integration work, and growth in associated sustainment and data-analytics services.
The practical impact is visible in naval and defence agencies prioritizing seabed and fixed sensor deployments alongside mobile assets, and primes expanding into turnkey solutions (systems + sustainment) to capture lifecycle revenues; for example, prime contractors and specialised firms are demonstrating and scaling fixed + mobile 'system of systems' concepts in field trials and procurement competitions, while subsea survey and robotics companies expand fleets to support persistent monitoring and installation work, a development visible in recent industry moves to deploy larger autonomous fleets and seabed monitoring programs.
Long Procurement Cycles, Certification Barriers and Export Controls Slow Adoption
Defence procurement timelines, strict safety and interoperability certification (especially for nuclear-adjacent maritime assets), and export control regimes materially delay fielding of new undersea systems and raise entry costs; these frictions slow revenue recognition, hinder rapid scale-up of small innovative firms, and favor large incumbents with in-house certification experience and political ties.
The practical outcome is that cutting-edge autonomy and battery technologies must pass exhaustive test and safety regimes before wide adoption in manned and critical mission systems, leading to phased, incremental procurements and multi-year demonstration programs rather than quick fleet replacements.
What would be the Impact of US Trade Tariffs on the Global Undersea Defence Infrastructure & Security Market?
U.S. tariffs and broader trade protection measures have introduced a new layer of uncertainty into the global undersea defence infrastructure and security market. Although defence procurement is often partially insulated from trade barriers through government-to-government agreements and national security exemptions, the undersea domain is highly dependent on globally distributed supply chains.
Critical components such as advanced sensors, specialised electronics, propulsion systems, rare earth materials, and subsea-grade alloys are frequently sourced from multiple countries. Tariffs imposed on defence-relevant imports, particularly those originating from China and other strategic competitors, have increased input costs and lengthened procurement timelines for both U.S. and allied defence contractors.
These measures have also encouraged localisation of production, reshoring of sensitive manufacturing, and diversification of supplier networks, reshaping global competitive dynamics. For non-U.S. market players, tariffs have influenced pricing strategies, partnership structures, and access to the U.S. defence market, which remains the largest single source of undersea defence spending worldwide.
Key Questions Answered
- How is the undersea defence infrastructure & security market evolving?
- What is driving and restraining the undersea defence infrastructure & security market?
- How will each undersea defence infrastructure & security submarket segment grow over the forecast period and how much revenue will these submarkets account for in 2036?
- How will the market shares for each undersea defence infrastructure & security submarket develop from 2026 to 2036?
- What will be the main driver for the overall market from 2026 to 2036?
- Will leading undersea defence infrastructure & security markets broadly follow the macroeconomic dynamics, or will individual national markets outperform others?
- How will the market shares of the national markets change by 2036 and which geographical region will lead the market in 2036?
- Who are the leading players and what are their prospects over the forecast period?
- What are the undersea defence infrastructure & security projects for these leading companies?
- How will the industry evolve during the period between 2026 and 2036? What are the implications of undersea defence infrastructure & security projects taking place now and over the next 10 years?
- Is there a greater need for product commercialisation to further scale the undersea defence infrastructure & security market?
- Where is the undersea defence infrastructure & security market heading and how can you ensure you are at the forefront of the market?
- What are the best investment options for new product and service lines?
- What are the key prospects for moving companies into a new growth path and C-suite?
Market Dynamics
Market Driving Factors
- Rising Threats to Critical Undersea Infrastructure Driving the Market Growth
- Expansion of Anti-Submarine Warfare and Maritime Domain Awareness
- Increased Defence Budgets and Long-Term Naval Modernisation Programs
Market Restraining Factors
- High Capital Costs and Long Procurement Cycles Restrain the Market Growth
- Technical Complexity and Harsh Operating Environments
Market Opportunities
- Collaboration and Partnership Between Market Players Opportunities for the Market
- Expansion of Critical Undersea Infrastructure Protection Programs Opportunities for the Market Growth
- Launched of New Naval Submarine and Platforms Opportunities for the Market Growth
Leading Companies Profiled
- Anduril Industries
- BAE Systems
- Thales SA
- Kongsberg Defence & Aerospace
- Fugro N.V.
- General Dynamics Corporation
- Ocean Infinity
- Teledyne Technologies Incorporated
- TechnipFMC plc
- Saab AB
- Atlas Elektronik GmbH
- Elbit Systems Ltd
- Lockheed Martin Corporation
- Raytheon Technologies (RTX)
- QinetiQ Group Plc
Segments Covered in the Report
By Component
- Hardware
- Software/Analytics and Services
By End-User
- Maritime Security Agencies
- Other End-Users
- National Navies
By Business Model
- Capital Procurement
- Long-term Sustainment & O&M Contracts
- Capability-as-a-Service
- Performance-based Logistics (PBL)
By Platform
- Fixed Seabed Systems
- Unmanned Systems
- Surface Combatants
- Submarines
- Other Platforms
By Technology
- Fixed Seabed Sensor Networks & Distributed Hydrophone Arrays
- AI-enabled Acoustic Signal Processing & Autonomous Decision Systems
- Large-Diameter UUV (LDUUVs) and Modular AUV Platforms
- Secure Undersea Communications & Acoustic Networking
- Non-Acoustic Detection Systems
- Other Technologies
For more information about this report visit https://www.researchandmarkets.com/r/dqc9n0
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