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UGDIS ERS
Main article: Unified Territorial-Distributed Information System for Remote Sensing of the Earth (UGDIS ERS)
2023: The volume of the Russian DZZ market grew by 21.5% to 25.6 billion rubles
At the end of 2023, the volume of the domestic remote sensing (remote sensing) market Lands reached 25.6 billion, rubles having increased 1.6 times compared to 2019 or by 21.5% compared to the same indicator in 2022. There are more than 200 companies on the market offering DZZ products and services. Such data TAdviser from November 2024 were shared by representatives of a private aerospace holding. SR Space
In terms of dynamics, the DZZ market is comparable to the average annual growth rate of the Russian economy, but lags behind many related industries growing at an accelerated pace: IT, UAV, engineering and engineering design.
According to experts, although this market is only 10% mastered, its potential is an order of magnitude higher than current indicators. Thus, the total volume of sales to all potential users (TAM) is almost 250 billion rubles, that is, the market can grow 10 times, calculated in SR Space. With continued growth rates by 2030, the market may grow 2-4 times.
Unmanned aerial photography is the leader in the Russian DZZ market, which accounts for more than 60% of sales and most companies. However, the development of the space data segment is lagging behind the market, making it difficult to meet the demand for high-quality satellite imagery. At the same time, demand exceeds supply: absolutely all Russian users use satellite images, although half combine them with unmanned aerial data. Russian companies will have to solve the issues of creating infrastructure and increasing the frequency of shooting in order to compensate for the shortage of quality data that has intensified after the departure of foreign suppliers, the SR Space report says.
The leadership of drones is observed in segments with less added value - data collection and processing, with most analytical services using space imagery. Manned shooting companies account for about a third of the total market. Water DZZ systems in Russia are developed by only 5 companies, while half of the product is at the prototype stage.
The vast majority (92%) of users in Russia use raw data from DZZ, and a third do not even combine them with data analysis, processing and visualization services. Such a skew, according to SR Space experts, is probably due to the fact that the Russian market is dominated by "professional" users - specialists GIS, IT developers, cartographers.
Raw data also account for more than half of the total number of companies and sales in the Russian DZZ market. Data collection companies prevail, either as producers or as operators. All existing government support tools are also focused on supporting the development of the data segment.
The Services segment is still dominated by relatively simple data processing solutions, although analytical service providers are growing at an accelerated pace. As a result, the market structure, although slowly, is changing towards products with higher added value, the SR Space report notes.
Most of the products and services in the DZZ market are cross-industry, although gradually the share of companies with industry specialization is growing (twice over the past 5 years).
The industry structure of the Russian DZZ market differs from the global one. Almost half of sales are in agriculture. In addition to rural, the top five industries also included forestry (in second place), which is associated with the specifics of Russia and the large area of forest territories. In the world, this industry accounts for only 6% of the market. There is a shortage of specialized DZZ solutions for financial and insurance companies and city management (despite the formal leadership of the latter in terms of sales).
Despite the positive outlook, the researchers identified several barriers holding back market growth. Among them are the high cost of data and the lack of qualified specialists who can integrate remote control solutions into business processes. There is also a shortage of "ready-made" customers who can effectively use the capabilities of DZZ.
Among other significant barriers to the development of the DZZ market in Russia, the following stand out:
- low level of competition and monopoly of Roscosmos;
- lack of own DZZ satellites: high resolution, with high frequency of shooting and coverage;
- unfinished marketing strategy for companies operating in the DZZ market, lack of targeted marketing tied to business functions;
- narrow perception of the client base - only specialists who know how to work with data from the remote control;
- unresolved legal issues in terms of confidentiality of data of the FAR.
The study showed that despite the active stimulation of offers, the demand for data and DZZ services is poorly supported. Government measures are aimed at developing data collection infrastructure, and demand generation is mainly supported only in the segment of unmanned systems.
 | "National projects contribute to the creation and development of their own tools for collecting data from DZZ (satellites and UAVs) and, as a result, sufficient data with high resolution and refresh rates to meet current and generate new demand. The course towards accelerated digitalization of business and the public sector stimulates the demand for building big data systems, including geospatial, as well as the development of individual industry GIS systems as effective management tools, "the report says. |  |
Companies operating in the DZZ market have already felt growing interest from startups and corporations actively supported by major players and universities. As of November 2024, the share of startups in the Russian DZZ market increased 3.5 times compared to 2019, and the average annual growth rate is more than four times higher than the average market, which emphasizes the high importance of the sector for the national economy.
65% of respondents pay for DZZ data, but only about 8% use exclusively paid sources, for example, buy data directly from satellite operators or on data marketplaces. Only 29% of organizations have a separate budget for DZZ, on average it is 750-800 thousand rubles a year. At the same time, 34% of respondents use exclusively free data.
Russian venture investors are minimally invested in DZZ technologies. So, according to SR Space, since 2017, investors have entered into 11 transactions totaling $11.6 million, which is thousandth of the all-Russian venture capital market. At the same time, corporate players are most active, preferring UAV developers and products based on unmanned aerial data to solve specific industry problems, for example, construction monitoring.
According to SR Space estimates, the current structure of the Russian DZZ market is significantly different from the global one in the value chain. Therefore, in the short term (3-5 years), according to experts, we should expect the development of segments with more added value. The growth of the DZZ market will be provided by specialized industry analytics and solutions based on artificial intelligence (AI):
- Insights-as-a-Service platforms - allow you to solve specific industry problems, increase the efficiency of business processes taking into account the peculiarities of a particular industry (for example, effectively introduce fertilizers, track illegal felling or issue loans). Designed for analysts, managers and executives without special technical skills, so they are easier to scale. Using such services, the user often does not realize that the database data is based on.
- Artificial intelligence and machine learning will be used not only for the purposes of analyzing and automatically detecting objects of different types, but also to improve the quality of the data collected, create sets of synthetic data, and on-board calculations.
In the next 3-5 years, these areas will be key for business, providing Russian companies with the opportunity to catch up with international analogues in terms of analytical services and make access to DZZ more massive, according to SR Space.
In turn, hardver solutions are weaker in the Russian market, which, according to SR Space, is due to their technological complexity, high production and implementation costs. However, given the global trends, the following are promising in the long term (5-10 years):
- New types of sensors and payload systems for satellites, UAVs, aircraft. The most popular are ultra-high resolution optical systems, radar systems and lidars.
- Compute processors capable of processing data on board a spacecraft or other aircraft.
For more information on the results of the SR Space study, see the link.
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