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Mitsubishi Heavy IndustriesJapan's largest defense contractor. F-2 + F-15J upgrades, Type 10 + Type 90 tanks, Soryu/Taigei subs, FFM frigates, GCAP partner, Type 12 SSM, JNAAM.
FY 2020-FY 2027 target
| Platform | FY 2023 Deliveries | FY 2024 Deliveries + Direction | |
|---|---|---|---|
| Soryu + Taigei diesel-electric submarines (JS Hakugei + JS Jingei + future Raigei) | 1 Taigei-class delivered (JS Hakugei) | 1 Taigei-class delivered (JS Jingei); JS Raigei keel-laid | |
| Mogami-class FFM (multi-role frigate) | ~3 hulls delivered + commissioned (JS Mogami + JS Kumano + JS Noshiro) | ~3 hulls delivered; production ramping toward 22-hull target | |
| Type 10 main battle tank (JGSDF) | ~10-15 tanks (limited production rate) | ~10-15 tanks; slow production rate | |
| Type 12 surface-to-ship missile (Anti-Ship Cruise Missile) | Continued production for JGSDF; Philippines export contract signed | Standoff strike upgrade Type 12 ER variant in development; Philippines deliveries ongoing | |
| F-2 fighter MLU + F-15J Super Kai upgrade | Continued F-15J upgrade activity at Komaki | F-15J upgrade ramping; F-2 successor (GCAP) development continuing | |
| Editorial. Why this matters | Strategic context | MHI is Japan's marquee defense industrial contractor + the structural beneficiary of Japan's 2x defense-spending ramp through FY2027. Marquee question: does the Mogami FFM ramp + Type 12 ER + GCAP funding allocation translate to ¥1.5T+ ASD segment order intake by FY2027? |