Canadian Patrol Submarine Project (CPSP, Victoria-class replacement)

[Rainbow1910]

I think TKMS has a strong case if Canada is also buying into other German/European defense programs, like associated weapons systems, missiles etc.

The issue I see with the Korean offer is that it relies in large part on Korean weapons. And Korean ordnance isn't as widespread and in large scale use as European systems. And adapting it to use US made systems would probably be politically unviable and using European weapons? Well then might as well buy the 212CD. So Canada could benefit and participate in the development and production of ordnance and systems for the submarines and future systems, in essence they would have the chance to join the European sphere of naval systems and weapons. Which is a very broad and lucrative market with many international customers and participants. And I don't see the Korean industry on that level really, as they mostly serve the Korean Domestic Market.

Yes, the 212CD isn't constructed yet, but the 212A has been and in general German submarines have a serious track record especially on the export market, even the Koreans themselves have/had Type 214 subs. So I don't think there is really any risk attached to this development, given the track record and both Germany and Norway firmly committed to the project.

Both are serious offers however and in either case the Canadians would end up with capable subs, the question is just which is the better deal and I'd argue it's the 212CD all things considered.

The RCN has not shown any interest in diversifying away from the planned US weapon pool for surface ships, so it seems like European weapon systems for that branch are unlikely to be proliferating throughout the fleet. I recall the head of the RCN saying that as far as the submarines go though, they will be sticking with the weapons provided by the supplier nation to limit required integration and design work on the submarines. It seems the RCN very much wants as close to a military off the shelf design here as humanly possible, with only the most important systems being changed.

Canada seems like it will be adopting the weapons of the design nation, so whatever systems procured will very likely be jointly developed atleast with the ideas/wants of the Canadians involved for the future. The Koreans have spoken about licensing munitions production domestically in Canada to supply themselves, Korea and other customers, and I do not recall the German's mentioning such a thing. We are more interested in our own submarine procurement and logistics, so I think the potential for exports abroad is a nice plus, but ultimately not a requirement.

I wouldn't put the Koreans down at this point, they've broken out into many markets especially with regard to land based systems. The fact that they are putting up stiff competition to the premier western submarine exporter in the world in this contest specifically should be a good example of how far the Koreans have come.

I am personally somewhat mistrusting of the German delivery timelines and many of the promises given, they are looking at a production logjam between the German and Norwegian orders, let alone the Polish and other foreign orders they are courting as well. There has been talk about letting Canada take over a boat or two to skip the line a bit, but this seems like a temporary fix to a larger political issue of stepping into the cutthroat environment of current Euro rearmament. Their overall delivery timelines are seriously behind what the Koreans have promised, although any of these timelines given should be taken with a grain of salt.

I agree entirely that either design would provide Canada some very capable submarines, although I personally lean more towards the Korean offering and design especially considering its substantial versatility due to its large VLS bank aboard.

 

[maritimeXplorer]

"I am personally somewhat mistrusting of the German delivery timelines and many of the promises given, they are looking at a production logjam between the German and Norwegian orders, let alone the Polish and other foreign orders they are courting as well."

Well, Hanwha is likewise a contender for the Polish Orca programme. KSS IIIs are produced both by Hanwha and Hyundai Heavy Industries, while the 212CD is going to be made by TKMS´s shipyards in Kiel and Wismar. Alltogether, there will be 9 KSS IIIs and 12 to 15 212CDs, so the difference in production capacities and occupancy rate is likely similar, if the Canadian order for 8 or 12 subs is added.

 

[Rainbow1910]

Well, Hanwha is likewise a contender for the Polish Orca programme. KSS IIIs are produced both by Hanwha and Hyundai Heavy Industries, while the 212CD is going to be made by TKMS´s shipyards in Kiel and Wismar. Alltogether, there will be 9 KSS IIIs and 12 to 15 212CDs, so the difference in production capacities and occupancy rate is likely similar, if the Canadian order for 8 or 12 subs is added.

Unlike Germany, South Korea already has two separate yards fully worked up and actively building submarines at this time. Germany is trying to set up its second yard and seemingly has quite a bit to go in doing so, especially with the building of such a complex and modern submarine design. Hanwha is indeed a contender for the Polish Orca program however, their order book (3 KSS-III Batch I delivered, 3 Batch II planned and 3 Batch III planned) is much smaller than the German counterpart (10 boats already ordered between Germany & Norway with an additional 5 likely on order soon) even before you start looking at wherever the 4 boat Polish order will land, let alone Singapore ordering an additional 2 invincible-class submarines recently and TKMS needing to assist India with its order of 6 Type 214 boats domestically.

I think Germany can eventually handle its orders it has and likely will have, but I am concerned in the short term that they will not be able to meet the timelines we have in place.

 

[maritimeXplorer]

Unlike Germany, South Korea already has two separate yards fully worked up and actively building submarines at this time. Germany is trying to set up its second yard and seemingly has quite a bit to go in doing so, especially with the building of such a complex and modern submarine design. Hanwha is indeed a contender for the Polish Orca program however, their order book (3 KSS-III Batch I delivered, 3 Batch II planned and 3 Batch III planned) is much smaller than the German counterpart (10 boats already ordered between Germany & Norway with an additional 5 likely on order soon) even before you start looking at wherever the 4 boat Polish order will land, let alone Singapore ordering an additional 2 invincible-class submarines recently and TKMS needing to assist India with its order of 6 Type 214 boats domestically.

I think Germany can eventually handle its orders it has and likely will have, but I am concerned in the short term that they will not be able to meet the timelines we have in place.

From what I heard, only the first few boats are supposed to be build in South Korea or Germany. By delivering packages, foreign shipyards can be enabled to assemble German submarine designs (see e.g. Italy in the past for the Type 212A). Hanwha can do the same, however, TKMS is much more experienced in this practice business-wise.
The same is true regarding the Indian and Singaporean orders, so I don´t see a particular reason why the German offer should not be viable in this regard. On the other hand, the South Korean submarine industry so far didn´t engage in large scale export. Their capacities are primarily tailored to provide for the domestic market. Yes, Indonesia received some South Korean Type 209s, but that´s it basically. And TKMS announced it could create an output of 3 to 4 submarines per year (!). While this is quite a claim, Hanwha doesn´t make headlines through humble statements either...

 

[Rainbow1910]

From what I heard, only the first few boats are supposed to be build in South Korea or Germany. By delivering packages, foreign shipyards can be enabled to assemble German submarine designs (see e.g. Italy in the past for the Type 212A). Hanwha can do the same, however, TKMS is much more experienced in this practice business-wise.
The same is true regarding the Indian and Singaporean orders, so I don´t see a particular reason why the German offer should not be viable in this regard. On the other hand, the South Korean submarine industry so far didn´t engage in large scale export. Their capacities are primarily tailored to provide for the domestic market. Yes, Indonesia received some South Korean Type 209s, but that´s it basically. And TKMS announced it could create an output of 3 to 4 submarines per year (!). While this is quite a claim, Hanwha doesn´t make headlines through humble statements either...

If you are referring to Canada in the first sentence, that information is not correct. Germany pitched the idea of building/assembling submarines domestically in Canada however, this flies directly in the face of the CPSP's stated goals and the idea has been shot down by both the head of the RCN and the Minister of National Defence recently. Canada is not interested in setting up domestic production of the submarines from either nation, and the production will be offshored to whoever wins the contract.

Singapore is having its submarines built in Germany, while India is building theirs domestically with German assistance. TKMS's claim is a bit hard for me to believe, at least not until they have their second shipyard fully operational and churning out submarines. Korea has two fairly high capability domestic submarine producers who can seemingly more than meet our timeline, as they've already promised to exceed our requirements by a fair margin. Anybody can make any claim at the end of the day, but I tend to put more stock in the person who's backed up by two proven shipyards without a huge backlog versus the other person saying they can totally handle it, while drowning in requests which are already ahead of us in line. I still think the German order is inferior from the standpoint of delivery timelines, given the stacked deck that TKMS is dealing with as far as production.

 

[Scott Kenny]

Weird.

I swear I had a comment that the Hanwha proposal seemed a lot better for the Canadians overall. Much better timeline at the very least. Was that in a different thread?

 

[Rainbow1910]

Canada’s new head of Defence Investment Agency starts today

It’s Doug Guzman’s first day as CEO of Canada’s new Defence Investment Agency.

www.ctvnews.ca

The DIA has sent the request for proposals for building and manufacturing the submarines to the two finalists: South Korea company, Hanwha Ocean and German defence company TKMS .

The deadline for RFP submission is March 2, 2026.

RFP has been privately sent to the remaining competitors for the CPSP, deadline of March 2, 2026.

 

[maritimeXplorer]

https://www.navaltoday.com/2025/12/...anufacturer-on-type-212cd-submarine-segments/

It appears tkms positions itself strategically in order to achieve the order.

 

[Maro.Kyo]

https://www.navaltoday.com/2025/12/...anufacturer-on-type-212cd-submarine-segments/

It appears tkms positions itself strategically in order to achieve the order.

Hanwha's been doing the exact same with Babcock Canada and so on, nothing special.

 

[Maro.Kyo]

Canada asks South Koreans, Germans for auto sector production pledges as part of submarine bid: source

Ottawa narrowed its search to two conglomerates last year, and is now requesting commitments from Hyundai and Volkswagen

www.theglobeandmail.com

Ottawa has asked the governments of South Korea and Germany ... to facilitate auto industry production pledges in Canada as part of the pitches, a source familiar with the matter said.

Industry Minister Mélanie Joly’s office declined to comment on what Canada has asked of the bidder countries. But it said it wants to see robust industrial benefits from defence spending.

Stephen Fuhr, secretary of state for defence procurement, has repeatedly said Canada will pick the submarine bid that creates the most Canadian jobs.

I guess the deal will be signed based on who could convince their own auto industry (Hyundai MG/VW Group) first. Hyundai failed once in Bromont already, but I wonder if they might consider this time differemt.

 

[Apophenia]

...I guess the deal will be signed based on who could convince their own auto industry (Hyundai MG/VW Group) first. Hyundai failed once in Bromont already, but I wonder if they might consider this time differemt.

Yes and they lost 99% of their investment in the Bromont factory too. This time, the way to go would be to tie into the EV battery production that Ottawa invested so much in. In that, VW is alread well ahead with their St. Thomas, ON, battery cell gigafactory.

The low-hanging fruit for Hyundai might be the now-abandoned work on the planned Northvolt battery factory in McMasterville, QC. Back in September 2025, the Government of Québec wrote off its Northvolt investments ... so, if Korean plans included battery cell production, I'd bet that the GdQ would be thrilled to see Hyundai back again

 

[Maro.Kyo]

Now it seems like both countries shot down Canada's demand. New investment of private companies are their own decision. Though I'd assume that the Canadian government will not give up and demand something a bit more... nuanced?

 

[Rainbow1910]

Now it seems like both countries shot down Canada's demand. New investment of private companies are their own decision. Though I'd assume that the Canadian government will not give up and demand something a bit more... nuanced?

I would point out that this program is very large, long term and multifaceted. It's not especially uncommon to see demands tried and rotated out, I'd expect the Canadian Govt to pivot elsewhere if automotive incentives don't work. This is one of the largest submarine procurements within recent memory, the sellers will have to work for it.

 

[Maro.Kyo]

Ottawa weighs splitting submarine contract between Europe and South Korea, sources say

Final proposals were received on Monday, and the government is set to make a procurement decision by April 4 at earliest

www.theglobeandmail.com

The senior government sources say Ottawa is looking at buying six Type-212CD submarines to be built by Germany’s TKMS. Those submarines would patrol the Atlantic Coast, the sources said. Ottawa would also acquire six Hanwha KSS-III Batch-II submarines. The sources say those submarines would be located on the Pacific coast and could be deployed to the Indo-Pacific region.

The sources say the benefit of splitting the contract is that Canada would reap industrial benefits from both bidders, including possible investments in this country’s auto industry. Canada’s auto sector has been hit hard by U.S. President Donald Trump’s tariffs, as have the country’s steel and aluminum industries.

Well well, although not specified in the article, I have heard that the bid submitted by both countries do not include the construction of an auto plant, positions unchanged from earlier this year. Though I wonder what made Canada think that the two countries will retain their offset commitments if they split their order in half.

 

[Rainbow1910]

Well well, although not specified in the article, I have heard that the bid submitted by both countries do not include the construction of an auto plant, positions unchanged from earlier this year. Though I wonder what maked Canada think that the two countries will retain their offset commitments if they split their order in half.

To be clear the desire for an auto plant comes largely from Melanie Joly, the Industry Minister, and doesn't seem to have been a hard requirement. This is likely for the best as the Koreans were not especially happy about being forced to open a plant in a questionable market, and the Germans didn't really want to dump a bunch of money into expansions to existing plants either. I'm not sure how much stock I'd put in this split fleet rumour as Carney has specifically came out in the past saying we will not be splitting the fleet, and doing so would be a logistical nightmare for the RCN in an already difficult project.

 

[Scott Kenny]

Well well, although not specified in the article, I have heard that the bid submitted by both countries do not include the construction of an auto plant, positions unchanged from earlier this year. Though I wonder what maked Canada think that the two countries will retain their offset commitments if they split their order in half.

Delusional thinking.

Canada is going to have to give stuff up in order to get Germany and RoK accept a cut in the order.