Demand is driven by the shift from monocular to binocular goggles, which roughly doubles the tubes needed per unit, by multi-year procurement such as the German-led order for 100,000 Mikron binoculars (200,000 tubes, delivering 2027 to 2029) and the US Army and Marine Corps white-phosphor Gen 3 programs, and by NATO members that remain below a one-goggle-per-soldier target. Tube makers are adding capacity in Europe and the United States, and unfilmed Gen 3 tubes and next-generation Gen 2+ tubes are gaining share from standard grades.
The report profiles 10 companies including Exosens SA, L3Harris Technologies, Elbit Systems, Theon International, HARDER digital, JSC Katod, North Night Vision Technology, BEL Optronic Devices, and is intended for corporate strategy, investment, M&A and procurement teams. It also provides Porter's Five Forces, PESTLE and SWOT analyses and a 2031 outlook.
Table of Contents
Companies Mentioned
- Exosens SA
- L3Harris Technologies
- Elbit Systems
- Theon International
- HARDER digital
- JSC Katod
- North Night Vision Technology
- BEL Optronic Devices
- HENSOLDT Optronics
- Newcon Optik

