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Main article: IT market in Russia
Segments of the Russian infrastructure software market
- Operating systems
- DBMS
- Backup systems
- Infrastructure Administration Systems
- Virtualization Solutions
- Mail solutions
- Enterprise Mobility Management Solutions
- Billing systems
2023
The volume of the Russian infrastructure software market grew by 31% to 101 billion rubles
In 2023 Russian , the infrastructure software market grew relative to 2022 by 31% to 101 billion. rubles At the same time, the market retains its growth potential and has not yet reached the level of 2020-2021. TAdviser the Russian consulting The company has shared such results since May 27, 2024. Strategy Partners Analysts analyzed the growth rates of the global and, Russian IT market assessed the potential and predicted the development of the infrastructure software market, including in the context of different segments.
The total revenue of Russian suppliers in the domestic market increased in 2023 by 78% compared to 2022 and amounted to almost 53 billion rubles. At the same time, their share reached 52% and for the first time exceeded 50% of the market. For comparison: in 2021, the share of Russian suppliers was only 8%.
Among the key factors that determined the dynamics of the market, Strategy Partners named:
- closed the " window of uncertainty" about the possibilities of returning Western suppliers to the Russian market;
- reducing the ability of end users to extend the resource of infrastructure software unsupported by foreign suppliers;
- the level of technological maturity and the number of Russian products and solutions in the segments under consideration are growing;
- state policy stimulates the transition to domestic software.
In the largest segment of the market, in operating systems (OS), a stable composition of leaders among domestic suppliers has developed - Astra Group, Basalt and Red Soft. Their total share is 97% among Russian vendors: Astra Group - 76%, Basalt - 11%, Red Soft - 10%. The OS market itself will recover to the values of 2020-2021 already in 2024-2025, experts say.
In DBMS, the second largest segment of the infrastructure software market, which is represented by a large number of key domestic participants (Postgres Pro, Arenadata, Diasoft, Red Software, Astra Group, Sber Tech, Gazinformservice), the market structure in terms of the positions of players on it will be transformed. At the same time, the DBMS market itself will recover to the values of 2020-2021 no earlier than 2026-2027.
According to analysts, the infrastructure software market demonstrates the potential for multiple growth on the horizon until 2030. Strategy Partners maintains the market forecast at about 270 billion rubles in 2030 (growth rate + 15% yoy) and the share of Russian vendors in this market at 90% (thus, the business growth rate of Russian suppliers will be + 25% yoy).
 | "An additional incentive to development and a point of growth for Russian infrastructure software suppliers in the medium term may be the B2C market. Including the market for infrastructure solutions for mobile and portable devices of B2G/B2G +/B2B sector employees). At the moment, key Russian vendors are still poorly represented in these segments, maintaining their focus on solving the problems of ensuring the operability import-independent IT infrastructures state and corporate sectors, "said Alexander Postnikov, partner in practice and Mechanical engineering technology at Strategy Partners, a consulting company. |  |
With the full version of Strategy Partners report on the results of a study on the Russian infrastructure market Software and prospects for its development can be found at the link.
The volume of the infrastructure software market will reach 100 billion rubles by the end of the year
The infrastructure market ON Russia , after a one-time drawdown in 2022, as a result of the departure of global vendors, returned to growth in 2023. According to the results of 2023, the infrastructure software market is projected to reach 100 billion rubles. and will demonstrate steady growth at the level of 17% per year on the horizon until 2030, according to the results of which, as expected, will grow to 270 billion rubles. Such data are given in the review Strategy Partners published in September 2023.
Sales of Russian developers in the infrastructure software market will grow at a faster pace until 2030: according to analysts at Strategy Partners, the CAGR will be 31%. The growth of requirements for information security and secure IT solutions will contribute to an increase in demand for domestic developments and the transition, including to certified IT products. The infrastructure software market will be saturated with Russian IT products: it is expected that the share of sales of Russian developers in the annual volume of the infrastructure software market will grow from 36% in 2022 to 90% in 2030.
Analysts also predict that an increase in demand for infrastructure software, accompanied by a significant increase in the penetration of Russian developers, will be observed in all segments of the corresponding market. The largest segments of infrastructure software - operating systems and DBMS - will grow by 18% and 15% per year, respectively. The current leaders in these market segments are Astra Group, BaseALT and Red Soft. At the same time, the emerging competition will vary from segment to segment, and import substitution and the transition to Russian solutions will proceed unevenly.
Countries seeking technological sovereignty are investing in the development of national infrastructure software:
According to forecasts of Strategy Partners experts, the business of Russian vendors in the infrastructure software market will grow in 1.8 times faster than the overall market.
It is expected that in 2023 the total revenue of Russian vendors will exceed the revenue of foreign companies. Given the impossibility of full promotion, sale and technical support of their solutions, foreign vendors will almost completely lose their positions by 2030. In turn, Russian infrastructure software by 2030 will take about 90% of annual sales in the domestic market. The pace of import substitution will slow down after 2026, when the B2G and B2G + segments will be saturated.
Entry into the Russian market of foreign products from "friendly" countries and their achievement of a significant share is unlikely due to regulatory barriers, the risk of secondary sanctions for foreign companies, and the continuation of the trend to import substitution.
The public sector (B2G and B2G +) and large businesses together occupy 73% of the infrastructure software market. Business (B2B) is characterized by a low level of penetration of domestic solutions; in the absence of reliable alternatives to Russian solutions, this is a strong incentive for business growth in this segment.
Analysis and comparison of product portfolios of players in the Russian infrastructure software market:
Comparison of the capabilities of key players in the Russian infrastructure software market for product implementation:
Foreign markets with the greatest potential for the expansion of Russian infrastructure software developers:
A full review of Strategy Partners is available at.
2022: Russian infrastructure software market shows 42% decline
According to Strategy Partners, the infrastructure software market showed a cumulative decline in 2022 (by 42) and a decrease in all key market segments, its share of the software market decreased by 2 times and amounted to 7%. Key factors - withdrawal from the international vendors market after February 2022 and a high level of inertia of customers.
To switch from foreign solutions to IT products of Russian developers, most corporate clients took time to migrate to new solutions. In addition, the corporate and public segments are characterized by a long cycle of purchasing planning, testing and product implementation.
A number of consumers continued to use outdated software in their operations and postponed the issue of updating to an increase in certainty about the landscape of market participants.
In 2022, the market for all segments of infrastructure software reduced the consumption of foreign solutions by several times, replacing them with affordable Russian counterparts.
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