European AESA T/R Module Supply Chain

About this report

Europe’s radar recapitalisation is entering a phase in which the decisive constraint is no longer confined to platforms, antenna design or prime-contractor integration. The critical layer sits deeper in the architecture: the transmit/receive modules that convert semiconductor performance, RF design, thermal management, packaging and digital control into operational AESA radar capability.

As naval, ground-based air-defence, counter-UAS and ballistic-defence radars move towards higher power, wider bandwidth, multi-function operation and greater production volumes, the transition from GaAs to GaN is becoming a sovereignty issue.

Key questions this report answers

• Why are transmit/receive modules the decisive constraint in Europe's radar recapitalisation, deeper than platforms or prime integration?
• Why is the GaAs-to-GaN transition becoming a sovereignty issue for naval, ground-based air-defence, counter-UAS and ballistic-defence AESA radars?
• What is the European capability stack across semiconductor performance, RF design, thermal management, packaging and digital control?
• What demand and production outlook and investment implications follow?

Inside this report

• Executive summary
• Technical foundations
• European capability stack
• Benchmark and policy framework
• Demand and production outlook
• Investment implications and conclusions
• Bibliography
• Open questions and source limits

Who it's for

Strategy, corporate-development and investment teams that need an ecosystem-level view — budgets, industrial capacity and technology landscapes — before committing capital or capacity.

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• Gotmic AB and the European RF Sovereignty Imperative in Defence-Grade Millimetre-Wave Microelectronics — Sweden
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Methodology, format & delivery

DFM reports are built from primary and official sources — TED procurement notices, CORDIS and the EU Funding & Tenders Portal, EIB operations, the NATO Innovation Fund portfolio, SIPRI data, official budget documents and company disclosures — read together with the underlying legal texts. Sources are cited in the document; it reflects them as of its publication date (28 May 2026). You receive a 17-page PDF, watermarked to you on every page, delivered on the confirmation page and by e-mail immediately after checkout (personal link valid 72 hours, up to 5 downloads). Guest checkout, single-user licence — Terms of Sale.

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