No. 3. Numbers that explain Europe’s industrial shift

Europe didn’t wake up one morning and decide to love defence. Politicians woke up and finally realised it had lost half of its industrial base.

A few data points:

  • Europe once produced over 25% of the world’s semiconductors.
    Today: less than 10%.
  • Europe dominated the mobile industry (Nokia, Ericsson, Siemens).
    Today: practically 0%.
  • Europe produced 50%+ of the world’s solar panels in 2007.
    Today: less than 3%.

So where can Europe still be among the leaders?

Yes, these are defence, aerospace and high-complexity engineering.

These sectors won’t disappear like smartphones or TVs did.

And that makes them central to Europe’s long-term industrial strategy.

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If you are active in European defence, supply chain, dual-use technologies, you are a start-up or scale-up, specialised in manufacturing, engineering, electronics, precision machining, composites, sensors, robotics or any technology with defence supply chain relevance: these insights are prepared for you.

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