德勤：2013年全球航空航天与国防行业展望(英文 20页）

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持续性的全球经济挑战，加之2013年的收入差距和成本压力，可能会导致额外的国防工业收入缩减，投入资本收益降低，以及众多公司的利润收缩，并引起合并压力增加以消化多余的国防市场生产力。2012年前九个月，全球国防收入趋于平稳。

另一方面，由于生产率不断提高以满足日益增长的全球旅游需求以及新一代飞机的推出，预计在2013年商用飞机制造商的收入增长将达到创纪录的水平。2013年全球飞机生产水平可能会连续第三年超过1,000架次/年。为了确保竞争力，全球航空公司将用新型高效燃油飞机来更新机队，订单预计随之持续增加。飞机原始设备制造商（OEM）的供应商可能会面临与生产需求保持同步的挑战，预计其将在技术开发、工艺装置和产能方面进行投资。最后，该行业可能迎来多年来头一次的需求小幅增长，包括公务机子行业。
 

 

Contents

Overview 3

What is the global outlook for defense spending in 2013? 4

Defense budgets in the U.S. are falling — what will be the direct 

impact on defense contractors in 2013? 6

Will foreign sales improve the fortunes of the global defense industry? 6

Commercial aircraft production reached record levels — can this continue? 7

Transformation of the air traffic control (ATC) system — is the return on 

investment realistic? 8

Will the business jet and general aviation markets finally rebound in 2013? 9

Changes in UK and European Union export control regulations — 

how is that impacting the industry? 10

What is expected in the Canadian industry in 2013? 10

What is expected for India in 2013? 11

Is merger and acquisition activity in 2013 expected to increase? 11

What are the preliminary financial performance results for 2012 and 

will it get better in 2013? 12

In the context of the expectations for 2013, how is the A&D 

industry doing? 13

Contacts 14

Methodology: Nine months in 2012 top 20 global A&D 

company performance 15