2025欧洲国防工业未来的愿景：尖端、经济、就绪（英）

A vision for Europe’sdefense industrial future Contacts GermanyAndré KellerPartner, Strategy& Germany+49-151-2666-2881 Dr. Jan WillePartner, Strategy& Germany+49-170-223-8898 Dr. Nils FörsterPartner, Strategy& Germany+49-151-6404-9165nils.foerster@pwc.com Nick ReiffDirector, Strategy& Germany+49-160-9701-4211nick.reiff@pwc.com About the authors André Kelleris a Partner with Strategy& based in Munich. He specializes in advisingaerospace and defense clients where he leads projects on transformations, organizationalstrategy and portfolio management. Prior to his consulting activity, he has accumulated Dr. Jan H. Willeis a Partner with Strategy& based in Hamburg. Leading the aerospace anddefense practice, he supports clients in dealing with their strategic challenges and majortransformations, many of them technology-driven. More recently, he has focused on the Dr. Nils Försteris a Partner with Strategy& based in Frankfurt am Main and leads the publicsector defense platform in Germany. He specializes in operational excellence and focuses hisprojects on digital transformations and on procurement and utilization programs. He serves Nick Reiffis a Director with Strategy& based in Munich and specializes in advisingaerospace and defense clients in the public and private sectors. His work focuses on Tobias Muelleris a Senior Associate with Strategy& based in Munich and specializes in advisingaerospace and defense clients in the public and private sectors. His work focuses on thetransformation of the European aerospace and defense sector and performance improvement. Furthermore, Niklas Frings, Lukas Lehmann, and Georg Reichel from Strategy& Germanycontributed to this report. Our methodology The study considered existing initiatives and strategies at the European level in cooperation withthe German Federal Academy for Security Policy (BAKS). The key recommendations, which formthe core of this study, were derived from the insights gathered during expert interviews with This report was drafted in preparation for the Munich Security Conference (MSC) 2025. Conceptsand ideas were selected and developed in cooperation with the German Federal Academy forSecurity Policy (BAKS). Disclaimer: This report is not an official publication of the MSC. The contents of this paper do notpurport to reflect the opinions or views of the MSC and is meant to provide input to and stimulatethe debate at the MSC. The window of opportunity forthe European defense sector 06 04 15 10 25 26 Cutting-edge, affordable, ready: A vision for Europe’s As Europe navigates a complex geopolitical landscape marked by growingthreats to its territorial integrity and ongoing conflicts at its Easternborders, it is imperative to reassess and fortify its defense capabilities.Recent developments have exposed critical vulnerabilities in Europeandefense forces and industry (e.g., cyber threats; capacity constraints in As the decade-long peace dividend is now fully consumed, the Europeans need to move fastto cover their increased demand for advanced defense equipment in the right quantity andquality. In Germany, the current Minister of Defense, Boris Pistorius, publicly emphasized thisurgency with the words that Germany must be “combat-ready” by 2029.1This necessitatesnot only an accelerated transformation of the German – and by extension the European –defense industry, but also strong political will and unity in order to implement reforms ofpolitical frameworks, processes and decision making in all the EU Member States concerned, Historically, the European defense industry has excelled in delivering sophisticated defensesolutions – yet often with delays and budget overruns. However, limitations in driving Europeantechnological innovation, limited use of economies of scale and scope, and the highfragmentation of (national) supply chains are reducing the industry’s capacity to address the Forging a competitive, innovative, and future-fit European defense industry relies on threepivotal factors, enabled by both the public and private side: Large-scale investments and higher efficiency and availabilityof productive capacity (capital, labor, technology) An active role for the defense industry in its transformationtowards scale, innovativeness, and resilience Stronger intrinsic European defense industry collaboration To navigate the overarching industry-led transformation, it is key to implement checks andbalances within the sector to prevent profit-driven exploitation of defense budgets, foster acultural shift towards shorter innovation cycles, and pursue targeted consolidation. For thisevolution, a public-private collaboration with full engagement on both sides is vital to achieve Our study proposes a comprehensive vision for the required industry transformation, with afocus on efficiency, effectiveness, innovativeness, and resilience, to be complemented by The defense industry needs to take an active role in itstransformation to achieve sc