Post by habiba123820 on Nov 1, 2024 23:14:42 GMT -8
As of early 2024, we can state the fact that domestic manufacturers of server equipment have adapted well to the sanctions, new models, lines, generations and manufacturers are entering the market. Probably, Western sanctions would have broken Russian manufacturers if the largest vendors, such as Dell (16% of the world market) and HPE (14%), had not left. Let me explain: it is almost impossible to compete with corporations, powerful brands, proprietary technologies, well-established logistics, optimized production, and top-notch service when you have 19 thousand sanctions. And no access to world markets.
But instead of a competitive market, we were left with a scorched field - there are no more Western suppliers (officially), and the demand has not gone away. More or less wordpress web design agency parallel imports and warehouse stocks helped us survive the first year - this was enough to adapt and increase production rates. Many companies learned about domestic brands, but more on that later.
Server technology market trends on a global scale
Let's look at the trends in server technologies. More and more computing and storage are moving to cloud infrastructures. The volume of information (read: the global Internet) is constantly growing - this applies to the consumer and corporate segments. Machine learning tools and AI applications are actively developing.
At the same time, the global server market collapsed by 20% year-on-year by the end of 2023 , but revenue grew by 6-8%. This can be explained by the high base effect: during the COVID period, the entire IT sector grew exorbitantly, people around the world worked and studied from home, watched movies, played games, bought devices for work and hobbies. Companies hired employees by the thousands, and now, when everything is returning to pre-pandemic levels, they are cutting them. It turns out that the server technology market as a whole is growing, but falling relative to the super-successful 2020/2021/2022.
It is interesting that in Russia a closed “ecosystem” has emerged, where domestic manufacturers divide shares among themselves, parallel imports and Huawei, but even here solutions from the Russian Federation are competitive.
How relevant is import substitution in general?
If the Russian economy, IT sector, and private business had collapsed after February 2022, there would be no need to import-substitute anything: with business activity at a standstill, there is no one to buy IT equipment. Apparently, this was the bet. But Nabiullina performed a miracle — the economy held up. What do we have as a result? The markets for server equipment and data centers in the Russian Federation are growing , but without explosive dynamics and in atypical conditions, and therefore it is too early to talk about stable trends. But in short periods, a slight dominance of demand over supply can be observed. At the same time, many large data centers have formed stocks of equipment from departed brands; they are actively testing domestic and Chinese equipment to choose a supplier.
But instead of a competitive market, we were left with a scorched field - there are no more Western suppliers (officially), and the demand has not gone away. More or less wordpress web design agency parallel imports and warehouse stocks helped us survive the first year - this was enough to adapt and increase production rates. Many companies learned about domestic brands, but more on that later.
Server technology market trends on a global scale
Let's look at the trends in server technologies. More and more computing and storage are moving to cloud infrastructures. The volume of information (read: the global Internet) is constantly growing - this applies to the consumer and corporate segments. Machine learning tools and AI applications are actively developing.
At the same time, the global server market collapsed by 20% year-on-year by the end of 2023 , but revenue grew by 6-8%. This can be explained by the high base effect: during the COVID period, the entire IT sector grew exorbitantly, people around the world worked and studied from home, watched movies, played games, bought devices for work and hobbies. Companies hired employees by the thousands, and now, when everything is returning to pre-pandemic levels, they are cutting them. It turns out that the server technology market as a whole is growing, but falling relative to the super-successful 2020/2021/2022.
It is interesting that in Russia a closed “ecosystem” has emerged, where domestic manufacturers divide shares among themselves, parallel imports and Huawei, but even here solutions from the Russian Federation are competitive.
How relevant is import substitution in general?
If the Russian economy, IT sector, and private business had collapsed after February 2022, there would be no need to import-substitute anything: with business activity at a standstill, there is no one to buy IT equipment. Apparently, this was the bet. But Nabiullina performed a miracle — the economy held up. What do we have as a result? The markets for server equipment and data centers in the Russian Federation are growing , but without explosive dynamics and in atypical conditions, and therefore it is too early to talk about stable trends. But in short periods, a slight dominance of demand over supply can be observed. At the same time, many large data centers have formed stocks of equipment from departed brands; they are actively testing domestic and Chinese equipment to choose a supplier.