the holding company Ruselectronics, which is part of the state Corporation rostec, is expected in the next two years to complete the restructuring of assets, investing in their development is about 100 billion rubles and to reorient their activities with military products to the civilian sector. In particular, the government intends to 2018 to create a domestic budget smartphone that will cost on the shelves of $ 130 per unit, which is considerably lower than existing analogues. This was told “Izvestia” head of holding Igor Kozlov.
According to analysts, the new production of smartphones, which will require investments of up to $ 150 million, in any case, will be located not in Russia because in our country it is unprofitable due to expensive logistics and currency risks.
Yesterday held a press conference with the participation of Igor Kozlov, in which the General Director of “Roselektronika announced plans to create a Russian smartphone. “I didn’t expect things to turn out so well, we fit the schedule. I think that by 2018 we will have a domestic budget smartphone that will cost on the shelves $ 130″, — he said, without elaborating on the details of the project.
“Izvestia” Igor Kozlov said that total investment in the development of the enterprises of the holding in the next two years will amount to 100 billion rubles. “The total investment of the holding in the assets development in the next two years will amount to 100 billion roubles, including about 75-80% of the budget, the rest is the profit of the holding enterprises”, — he said.
According to him, the project for the production of smartphones possible outsourcing, but the transmitting chip will be manufactured in Russia. “Technology partners we don’t call, but a number of non-critical elements of the smartphone possible outsourcing, and the transmitting chip we — told “Izvestia” CEO “Roselektronika”.
According to Igor Kozlova, now Ruselectronics restructuring of assets, which will allow by the end of 2018 to combine all the 108 enterprises of the holding into one structure with a total revenue of over 100 billion rubles a year. For comparison, in 2016 Roselektronika plans to increase revenue by 8% (62 billion roubles) in comparison with the year 2015.
— we Now have a plan for the year 2020 is the forecast rate revenue in the amount of 140 billion rubles. But given the forecasts for markets that have recently introduced of Ministry of economic development, we will revise this forecast. All very wrong, as we predicted, based on forecasts as of last and beginning of this year. In any case, we are that this figure will be more than 100 billion rubles,” — he said.
For increasing the financial performance of Ruselectronics is planning to 2025 to increase the proportion of civilian products in the revenue structure from 15 to 40%. Now the majority of revenues (85%) are in military products. According to Igor Kozlova, in addition to smartphones, the group is actively working on new products.
In particular, Ruselectronics is planning to produce a new system of security on transport. “We are talking about special equipment for the transport scan at a speed of 70 km per hour, both by road and rail. Our devices have no analogues in the world and allow high accuracy to determine the content of any substance without an x-ray”, — said Igor Kozlov.
holding is Also aimed at the market of fire protection systems, which is now dominated by Chinese manufacturers. “We will be able to bypass the China price,” — said General Director of “Roselektronika”.
— overall, I think we currently hold about 40% of the Russian market of electronic component base, the rest is imported. At the same time Russia is actively implementing the program of import substitution. If you take the import over 100%, then in 2015 Ruselectronics replaced it by 35%, and at the moment, — 50% < / span>— summed up Igor Kozlov.
According to the analyst group “Finam” Timur Nigmatullin, the company plans to increase the share of “civil” revenue from 15 to 40% are realistic. “First and foremost they will be implemented on the background of the expected reduction in revenue from military production from-for falling of volumes of the state defense order in view of the budget deficit,” — analyst.
on the new Russian smartphone Timur Nigmatullin said that the cost of modern Assembly production (without components) will be at least $ 100-150 million.
— Design of hardware and software development from scratch for the average characteristics of the smartphone will cost not less than $ 20-40 million. Next, you need at least $ 50-100 million (absolute minimum of $ 30 million) to place an order for the first batch in China (otherwise the production cost will be low enough to compete in the broad market). For a smartphone in the middle price segment direct cost of production is usually about one third of the market price, the said Timur Nigmatullin.
Also, the analyst of “Finam” does not exclude a possible JV with Chinese manufacturers of telecollaborative.
According to experts, the production of a smartphone in Russia will be unprofitable in any investment due to lack of infrastructure (component base), expensive logistics, currency risks and prospects to load a line.
To date, the only analogue of the smartphone that is positioned as a domestic, it’s the YotaPhone, went on sale in 2013. The Assembly of the YotaPhone is made in Taiwan.
— the Only analogue, which is positioned as the domestic — this is the YotaPhone. It is produced not in Russia. In General, in Russia there is no technological capabilities to meet the smartphone on their own, and the sense to do it there, so as to compete with Asian countries for components is useless. At the same time, engineering and various designs may be successful, — Promsvyazbank analyst Igor Nuzhdin.
No comments:
Post a Comment