Aminev.
"If we talk about commodity supply, many domestic manufacturers, including us, are already ready to offer goods that largely cover the needs of our customers. As for the implementation of the partially lost functions I listed, this will take us from two to four years, which will allow us to restore the level of maturity of the domestic IT market to the state that existed in 2021," he predicts.
It is no secret that, along canada whatsapp resource with localized production in our country, contract manufacturing channels at Chinese enterprises and parallel import of products from Western vendors are used to supply IT equipment. As a survey of conference participants showed, for 58% of the companies present, solutions from Russian manufacturers used in the IT infrastructure account for only 25% of expenses. According to Georgy Polikhronidi, in the future, the parallel import channel will die out for objective reasons: "If earlier a Western vendor took on many additional functions in logistics, marketing, service, then with parallel import we are deprived of all this. Over time, the vendor's model range will change, and we will not be able to simply buy additional equipment, but will have to somehow test and evaluate it, and the vendor does not provide this opportunity now. That is why today we need to start focusing on Russian manufacturers, such as "Sila".
"There are certain product groups with particularly complex products that still cannot be replaced by domestic products. For now, Russian offers do not fully satisfy customers for such items. This applies, in particular, to data storage systems for business-critical applications and data transfer systems at the data center level. Given this circumstance, domestic manufacturers are able to cover about 80% of tasks, partly due to contract manufacturing in Southeast Asia. But there are still a number of products that consumers have become accustomed to due to their high level of maturity and which are only available through parallel import channels."
"To develop world-class solutions in the field of cybersecurity, we need the most advanced equipment, and only the parallel import channel can provide supplies of such equipment," insists Maxim Filippov, Deputy General Director of Positive Technologies.
What are the sources of investment in import-substituting production? Many believe that today the main investor is the state. The position of the Basic Solutions group, voiced by Georgy Polikhronidi, is that it does not want to receive money from the state, since today it gives money not for the development of the IT industry, but for the creation of assembly plants. In conditions where most of the assembly is carried out in China, creating an assembly plant in Russia on a significantly smaller scale due to its high cost does not make sense. "We need money for development," Georgy Polikhronidi clarifies. "I do not want to say that there is a queue of investors waiting for us, but today we do not have problems with receiving money from private and commercial investors."
As Maxim Filippov reported, Positive Technologies does not need money from the state either. Moreover, there is a danger that the state will start lobbying for the decisions for which it gives money, which will undermine fair competition. "Positive Technologies' bet on investments from individuals attracted through the Moscow Exchange has been fully justified. Another thing is that to do this, it was necessary to overcome obstacles from regulators, who had to be convinced that such a strategy could bring success. Regulators are used to working with institutional investors, of which there are practically none left in our market," he noted.
Shamil Aminev is not so categorical
-
- Posts: 682
- Joined: Thu Jan 02, 2025 7:18 am