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KNS Group Yadro

Company

Content

Revenue millions Ths. rub

Number of employees

Assets

Owners

+ KNS Group
+ Sergei Vladimirovich Stolyarov

Yadro products are used in many Russian organizations: the Federal Migration Service of the Russian Federation, JSCB Bank of Moscow, Gazprombank, FSUE Moscow Metropolitan, the General Prosecutor of the Russian Federation and others.

Owners

Yadro (KNS Group) was established in 2014 on the basis of the resources of the National Computer Corporation (NCC). In 2019, control in the company passed to the "X Holding" Anton Cherepennikov.

Performance indicators

2023: Revenue growth to more than 100 billion rubles

At the end of 2023, Yadro's revenue exceeded 100 billion rubles. This was announced on January 17, 2024 at the Russia exhibition at VDNKh by the general director of the Yadro group of companies (ICS Holding) Alexei Shelobkov. Yadro clarified to TAdviser that we are talking about the aggregate indicator of the companies merged by this brand, and that revenue almost doubled compared to 2022.

From the presentation of Alexei Shelobkov

Alexey Shelobkov noted that the company is now closing the full cycle of vertical integration, including the development of semiconductor IP and the processors themselves. Product areas now include not only enterprise server and DSS solutions, but also operating systems, telecommunications and networking products, and AI solutions.

According to Alexei Shelobkov, Yadro employs more than 4.5 thousand employees, of which about 3.1 people are development engineers. In 2022, employees of international vendors who left Russia came to the company with whole offices, bringing their knowledge and corporate culture to Yadro.

From the presentation of Alexei Shelobkov

The most important thing that growth has helped is in investing in the development of a full development and production cycle, said the CEO of Yadro. In recent years, the company has invested more than 30 billion rubles in development and development.

Yadro's production capacity has grown to 50 thousand square meters.

From the presentation of Alexei Shelobkov

A large role in expanding production facilities was played by the launch in 2023 of a new site in Dubna - a full-cycle plant with about 700 employees. In 2023, about 20 thousand systems were produced here.

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It was this plant that allowed us to adapt so quickly to the growth of demand, - said Alexey Shelobkov.
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The CEO of Yadro added that the company continues to grow, and by the end of 2024 its staff may increase to about 6 thousand people, due to the requirements of production tasks.

History

2024

Rental of 30 thousand square meters. m of offices in the technopark "ZIL"

In early November 2024, the Russian computer manufacturer Yadro rents about 30 thousand square meters. m in the ZIL technopark on Avtozavodskaya Street in Moscow. We are talking about the largest transaction in the office market of the capital in 2024.

According to RBC, the company plans to consolidate all its divisions in one place. By the beginning of November 2024, Yadro, together with its subsidiaries, leases about 20 thousand square meters. m in the business centers "Dawn," "Trekhgornaya Manufactory," "Iskra Park" and Marr Plaza.

Yadro rents 30 thousand square meters. m of offices in the technopark "ZIL"

Ricci partner|Offices Dmitry Zhidkov estimates the rental rate at the ZIL technopark at ₽30 thousand per square meter per year without decoration. According to experts, annual lease payments can be about ₽900 million, and investments in the decoration of premises are estimated at ₽4,5 billion.

The ZIL technopark is being built on the territory of the former industrial zone near the ZIL MCC station and the Tulskaya metro station. The project includes two complexes with a total area of ​ ​ 114 thousand square meters. m. The first stage has already been opened, the launch of the second is planned in 2025.

Elena Akatova, director of work with landlords at NF Group, notes that the choice of location is due to the shortage of large office space with readiness in 2024-2025. The status of the technopark also gives residents the opportunity to receive tax breaks and place laboratory premises.

Before this transaction, the largest transaction in the office market Moscow in 2024 was the lease T-bank of 24.5 thousand square meters. m in the Iskra Park business center on Leningradsky Prospekt.[1]

Investing 10 billion rubles in the expansion of electronics production

In early August 2024, it became known that the Russian manufacturer and developer of computer technology Yadro (KNS Group LLC) is investing at least 10 billion rubles in expanding its own electronics production. We are talking about increasing the capacity of the Core Fab Dubna complex in the north of the Moscow region.

The project to create the enterprise "Core fab Dubna" will be implemented from 2021. The site is focused on the production of various products - servers, data storage systems, personal computers, monoblocks and electronic products (equipment of the radio access network for mobile telecom operators). As of mid-2024, the plant organized a full cycle of computer production: production and installation of printed circuit boards, conveyor assembly, testing, etc. At the plant, for example, tablet computers are assembled under the Kvadra brand. The staff of the enterprise is about 650 people, it is capable of producing up to 1 million units of products per year.

Yadro invests 10 billion rubles to expand electronics production in Dubna

According to the Vedomosti newspaper, the increase in capacity of the Core Fab Dubna site is associated with increased demand, an expansion of the product range and the development of new production technologies. For what purposes the investments will be directed, is not specified.

According to market participants, the amount of 10 billion rubles is enough for the purchase and debugging of new production equipment. The project may be related to the organization of the production of domestic base stations for LTE networks. More than 1,500 specialists in Moscow, Nizhny Novgorod and St. Petersburg are working on the development of such equipment. The mass production of base stations, according to Yadro CEO Alexei Shelobkov, will be established in 2027-2028. In total, the development of the production of such devices may require up to 30 billion rubles.[2]

Development of a roadmap for the production of telecom equipment until 2028

At the end of May 2024, Russian IT equipment manufacturer Yadro unveiled a roadmap for the production of telecom devices until 2028. The company, among other things, intends to focus on creating 4G/LTE base stations.

As of 2024, digital signal processing (BBU) units are being tested, implementing complex mathematical algorithms and a stack of protocols for interacting the base station with user terminals and with the network core. In addition, remote radios (RRU) are being developed with support for various frequency bands - 800/900 MHz, 1800 MHz, 2100/2600 MHz. In 2025, as stated in the roadmap, preparations are scheduled for the mass production of relevant hardware products.

In 2026-2027, Yadro plans to establish deliveries of target hardware platform and test software to telecom operators. The target release of products is scheduled for 2028. Alexey Shelobkov, General Director of the Yadro Group of Companies, notes that more than 1,500 specialists are working on the creation of domestic base stations. By 2028, the functionality of such solutions is expected to fully meet the requirements of operators.

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Our plans: in the next [2025] year - the first mass production of hardware, in 2026-2027 we will begin to supply base stations, the software will be more and more functional every time, - the Ministry of Digital Development of Russia quotes Shelobkov as saying.
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After mastering the mass supply of 4G solutions, Yadro plans to focus on the development of fifth-generation base stations. We are talking about standards systems 5G and 5G Advanced. The company, as noted, will begin to create and produce such devices no earlier than 2029.[3]

Opening a workshop in the field of telecom technology together with the IIEM HSE

MIEM HSE and Yadro have opened a workshop in the field of telecom technologies. This was reported on February 16, 2024 at the Higher School of Economics. Read more here.

2023

Increase in state support in the base station production program by 3 billion rubles

The state will send additional funds to KNS Group (operating under the Yadro brand) to create domestic cellular base stations (BS). This was reported on September 26, 2023 by Vedomosti with reference to an explanatory note to the draft federal budget for 2024 and for the planning period 2025 and 2026.

Next year, Yadro will receive 3 billion rubles. more than planned in the estimated budget. At the same time, Rostec will receive 3.5 billion rubles for the same purposes. less. 3 billion rubles. of those provided for Rostec can be redistributed in favor of KNS Group to create a BS subsystem of GSM (2G), LTE (4G) and NR (5G) standards for public communication networks. The change in financial support parameters is provided for by the federal project "Digital Technologies" of the national program "Digital Economy."

The state will send additional funds to "KNS groups" to create domestic base stations

The state corporation "Rostec" already uses measures of financial state support. In 2021, the corporation received subsidies in the amount of 4.4 billion rubles. Most likely, the funds will be used to develop Russian 4G technologies.

In addition to funds from the budget, Yadro will invest 2.3 billion rubles of its own funds. KNS Group is engaged in the creation of a BS subsystem of the GSM/LTE/NR (5G) standard for public communication networks, including using the Russian electronic component base. The total amount of investments in this project by 2027 should amount to more than 25 billion rubles. Most of the funds will be allocated from the company's budget.

Initially, the government planned to invest 84 billion rubles in the development of equipment for modern mobile networks, including 5G networks. Rostec, Rostelecom, Yadro, Skoltech and a number of manufacturers of telecommunications equipment were named as performers. Work is also planned to prepare for the launch of 6G networks.[4]

3.5 billion rubles of subsidies for the development of base stations

Yadro received 3.5 billion rubles in subsidies for the development of base stations. This became known in early August 2023.

As they write Sheets"" with reference to the relevant government order, budget funds were allocated from the government reserve fund for the provision of subsidies to "KNS Group" (Yadro) "to reimburse the costs aimed at creating a subsystem of GSM//NR LTE() base stations 5G for public communication networks, including using the Russian electronic component base." This amount should compensate for part of the costs of creating base stations in accordance with the roadmap for the development of the high-tech direction "Modern and Promising Mobile Networks" until 2030, the document says.

In May 2023, the head of Yadro Group of Companies Alexei Shelobkov said that the cost of the project to create domestic base stations within the framework of forward contracts concluded with the largest telecom operators is estimated at more than 25 billion rubles. Under the terms of the project, 50% of its cost will be financed at the expense of Yadro Group of Companies, another 50% is expected to be subsidies.

At the same time, Yadro previously estimated the entire project at 19 billion rubles. According to Kommersant, the increase in planned expenses could be a consequence of sanctions (the United States included KNS Group LLC in the SDN list and the ICS Holding that owns it in February in 2023).

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The transfer of technologies is becoming more complicated, risks for operators are growing, - explained one of the sources of the publication.
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According to another interlocutor, manufacturers expect that by 2025 the situation may change, or "all telecom operators will fall under sanctions." The source of the newspaper in one of the largest operators warns that by August 2023 "the transition to domestic equipment is far from the primary task for companies."[5]

Ditching IBM processors in favor of RISC-V architecture

In June 2023, it became known about the withdrawal of Yadro from the OpenPower Foundation (OPF) consortium. The Russian company consisted of "platinum participants," and its technology director Artem Ikoev was one of the members of the organization's board of directors. Read more here.

2022

Inclusion in the sanctions list of the US Treasury Department of the Yadro Fab Dubna plant

On September 15, 2022, the US Treasury once again updated the Russian segment of the sanctions list, including dozens of individuals and legal entities. Among them are companies related to the development and production of microelectronics and computer technology. Read more here.

The Office of Foreign Assets Control (OFAC), in particular, included in the SDN (Specially Designated Nationals) list such companies as Baikal Electronics, ICST, Elvis SPC, Multiclet, Angstrom, Yadro Fab Dubna (a full-cycle plant for the production of computer equipment and telecom equipment, the founder of which as of September 2022 acts LLC "KNS Group" with a share of 100% (data from the Unified State Register of Legal Entities)), a manufacturer of computer technology "Aquarius," "International Center for Quantum Optics and Quantum Technologies."

Russian IT companies that fell under US, EU and British sanctions in 2022-2024 TAdviser map

Map of sub-sanctioned IT companies. Click to enlarge

TAdviser has drawn up a map the Russian IT of -companies that fell under sanctions in 2022-2024. and USA EU. Britain It included, among other things, the companies "KNS Group" and "Core Fab Dubna." The article about the map can be found here.

Purchase of "RAIDIX"

On September 5, 2022, it became known about the sale of 100% of the "RAIDIX" company, Yadro which is part of the "" group. ICS Holding The deal to buy out 100% of the developer software to optimize the work () storage systems DSS from the founder and CEO Andrei Fedorov and the structures "" Rostelecom is closed. More. here

Launch of the company "Core Center of Mobile Communications Technologies"

On May 19, 2022, it became known about the creation by the group [[KNS Group (Yadro)|Yadro] of a new company - LLC "Core Center for Mobile Communications Technologies." She will develop and produce equipment for LTE and 5G communication networks. Read more here.

Yadro has engaged a St. Petersburg R&D company to develop a new type of DSS

The Yadro Group has engaged the development team of the St. Petersburg company Morphbits to launch a new direction - horizontally scalable DSS. In May, a new division "Core Center for Cloud Storage Development" appeared in the company's structure, which will be engaged in the creation of new products. Tatlin.object object data stores should appear in the IV quarter of 2022.

As TAdviser explained in Yadro, Morphbits engineers were involved in the creation of the new product, who were developing a decentralized distributed storage platform. They will become the backbone of the emerging R&D team of a new direction, while continuing to work at Morphbits. According to a representative of the Yadro group, this approach will minimize the time to market a new product.

Yadro attracted the development team of the St. Petersburg company Morphbits. Photo - Oleg Sincha

Object data storage works with modern industrial protocols, such as S3, and is used by developers of web and mobile applications, both for internal needs and for external customers.

According to the Yadro group, the demand for object data storage, thanks to the popularity of corporate and consumer applications, is growing rapidly, today the Russian market reaches $35 million. Solutions built on scale-out DSS are used by telecommunications companies, banks and the public sector.

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By implementing a long-term development strategy, we are consistently expanding our storage product portfolio and addressing new market segments. Therefore, we decided to combine our own developments with the expertise of the Morphbits team, which has long and successfully created products in the niche of object storage. Together, we plan to present a new class product that meets the demanding needs of corporate customers, "said Ivan Chub, technical director of R&D software development.
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Yadro Group plans to occupy 20% of the Russian object data storage market by the end of 2023. Foreign companies are still dominant in the Russian DSS market. The international analytical company Gartner[6] in October 2021 named Dell Technologies, IBM, Qumulo, Cloudian, Hitachi Vantara, Huawei, Scality, Pure Storage as the leaders of the international object storage market.

2021

Revenue growth by 26% to 33 billion rubles

Yadro's revenue at the end of 2021 reached 33 billion rubles, an increase of 26% compared to 2020. The group of companies released such data at the end of April 2022.

Yadro pointed to the growth of all key indicators and reaching a record volume of supplies. Several large investment projects were implemented, which required expanding the staff by more than 50%.

Yadro boosts annual revenue by 26%

The company called the development of the product line a key factor in revenue growth. So, at the end of 2020, Yadro began selling the Vegman server platform (consisted of two models) and the enterprise-class universal storage system Tatlin.Unified. Last year, Yadro delivered a record volume of products to the market, including more than 4,000 Yadro Vegman servers. The consequences of the global crisis with the purchase of semiconductors were overcome through their own production and the development of the supply service, the company's press service said.

In 2021, the company launched two projects with a budget of more than 12 billion rubles at its own expense - the construction of a full-cycle Dubne plant and the opening of the Yadro Microprocessors semiconductor design center, which develops a line of domestic microprocessors based on the RISC-V architecture for various types of computing equipment. The new R&D center was launched in Nizhny Novgorod, in addition, the company strengthened software and hardware development teams in Moscow, St. Petersburg and Yekaterinburg. As a result, the group needed new personnel: the number of employees has grown by more than 50% and now exceeds 1 thousand.

We focus on the training of young specialists, since we see the problems of a shortage of personnel. The company invests a lot of energy in the revival of the engineering culture, without which innovative development is impossible. Traditionally, the domestic engineering school was considered one of the strongest in the world, and now it needs comprehensive support and development, - said Alexey Shelobkov, CEO of the Yadro group of companies.

The joint venture between Rostec and Rostelecom planned to buy Yadro equipment for 30 billion rubles

National Technologies (NT) has signed a framework agreement with Russian IT equipment manufacturer Yadro for the supply of Tatlin data storage systems (DSS ). Under the terms of the contract, the company can purchase equipment worth 30 billion rubles within 5 years (60 months). (more) [1]

Agreement on the entry of GS INVEST into the joint venture Cloud Platform

Legally binding documents were signed on the entry of the GS INVEST group (represented by Rubitech Integration LLC) into the members of Cloud Platform LLC by adding 100% of Skala Software LLC. This was announced by Rostelecom to TAdviser on December 28, 2021. Read more here.

Construction of a new giant Yadro factory has begun in the Moscow region. It is 10 times larger than the first plant

In Dubna near Moscow, on December 10, 2021, the foundation was laid for a plant for the production of vychislitelnoy̆ equipment, telecom equipment and user devices Yadro Fab Dubna. According to the owners' plans, production should start working in the second quarter of 2023, and already in the IV it will reach maximum performance.

Yadro Fab Dubna is a full-cycle enterprise, it will print up to 11.25 million square meters of boards per year (about 375,000 modern server motherboards of standard architecture), and produce more than 1.14 million units of products of various types per year - DSS, servers, client systems and telecommunications products for 4G and 5G networks. In particular, the plant will deploy the production of 5G equipment jointly developed by the Russian company Yadro and the Finnish Nokia (more).

Equipment production plans at Yadro Fab Dubna. Yadro Presentation

Moreover, other Russian manufacturers will be able to use the factory's capacity to produce their products. Now, according to Artem Ikoev, Deputy General Director and co-owner of KNS Group, the company is considering the possibility of such a partnership.

Minister of Digital Development, Communications and Mass Media Maksut Shadayev (right) and Deputy Prime Minister of the Moscow Region Vyacheslav Dukhin (left). Photo - KNS Group

The Minister of Digital Development, Communications and Mass Media Maksut Shadayev, who was present at the official opening ceremony, said that the uniqueness of the factory is that it is a high-tech production of a full cycle. And Yadro Fab Dubna will launch not only server and telecommunications, but also domestic user devices, for example, computers and tablets that meet world standards.

Artem Ikoev, co-owner of KNS Group, explained to TAdviser that we are talking about corporate equipment, including industrial tablets, to which customers have high requirements, while they are significantly higher than mass devices. The company plans to produce more than 950 thousand client systems of various types per year. The Kvadra brand was developed specifically for this line.

Co-owners of KNS Group Alexey Shelobkov (left) and Artem Ikoev (right). TAdviser photo

The factory is located in the special economic zone "Dubna," the enterprise under construction occupies about 40 thousand square meters. meters. This is more than 10 times the territory of another plant of the group - Yadro Fab Malakhovka, which already produces servers, DSS, corporate systems and other products under the Yadro brand. At the same time, according to a representative of KNS Group, the company has the opportunity to significantly expand production at the expense of adjacent territories, which are also owned by Yadro Fab Dubna.

Layout of Yadro Fab Dubna production units. Yadro Presentation

The structure of the factory will include:

  • Multi-layer printed circuit board shop (13,000 sq m);
  • Surface installation shop (2,500 sq m);
  • Assembly and testing shop with conveyor lines (4,000 sq m);
  • Warehouse complex with an area (3,600 sq m) with the possibility of receiving freight transport;
  • Auxiliary rooms.

According to the general director of the management company and co-owner of KNS Group Alexei Shelobkov, due to the pandemic, the load on the warehouse and logistics has noticeably increased. You have to compete for components not with Russian companies, but with world giants. In this case, the delivery time can reach 70 days. In order not to risk production, KNS Group created a quadruple warehouse stock of components. That is, even if supplies are completely stopped, the plant will be able to operate for another four months.

Creation of a joint venture with Nokia for the production of telecom equipment in Russia

On November 23, 2021, Yadro and Nokia signed an agreement to localize the production of telecommunications equipment in Russia. The agreement involves the creation of a joint venture in which the shares of Yadro and Nokia will be 51% and 49%, respectively. Read more here.

Joining the Open Compute Project

On October 15, 2021, the Open Compute Project (OCP) announced that it would join the Gold alliance of the Russian technology company Yadro, a computer developer and manufacturer. Read more here.

Joining the Open Invention Networking Consortium

The Open Invention Networking (OIN) consortium has invited Russian developer and computer manufacturer Yadro to join the alliance. This was announced on August 27, 2021 by representatives of Yadro. Read more here.

Areas of activity

Until 2022, Yadro specialized in the production of servers, storage systems, software and specialized computing complexes, collaborated with global IT developers, including IBM, Lenovo, NVIDIA, MSI, Micron and others. The company was part of the OpenPOWER consortium based on IBM Power technologies.

2020

Revenue growth by 47% to 26 billion rubles

On April 13, 2021, Yadro - a group of Russian technology companies uniting the development and production of computing platforms, data processing and storage systems, telecommunications and network equipment, personal and smart devices, microprocessor cores and fabless microprocessor production - shared with TAdviser the results of 2020. Despite the difficult socio-economic situation in the country and the world, Yadro managed to increase sales by 47%, the group's revenue at the end of 2020 exceeded 26 billion rubles (including VAT).

Total sales growth in 2020 in the Russian server and storage market amounted to 13% in US dollars. Yadro's total revenue in the server and storage segments for 2020 was about 15% of the total market in monetary terms.

For 2020, the number of personnel of the group increased by 70% and as of April 2021 is more than 650 people, most of which are engineers of various profiles. R&D Yadro centers are located in, To Moscow,, and St. Petersburg. Yekaterinburg Nizhny Novgorod

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In 2020, we released a line of scalable enterprise-class servers of the standard (x86) Vegman architecture and the next generation of midrange storage. Tatlin.Unified These products will form the basis of our continued growth in the respective market segments. We have large-scale goals: in 2021 we plan to significantly expand the family of server products, as well as release the first models in the series switchboards for, data centers
says Artem Ikoev, chief technology officer at Yadro.
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Yadro's customers are market representatives in such segments as banking, manufacturing, transport, retail, telecom, as well as public sector organizations.

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In 2020, we went beyond the local market: the first export contracts with several were concluded. countries CIS We managed to satisfy the needs of both Russian and foreign customers, to ensure the required production growth, despite serious problems in the global supply chain and a shortage of microelectronic components. Overcoming all difficulties has shown the reliability and functionality of our products and significantly increased confidence in them, so we are confident that more and more companies will choose Yadro as a reliable technological partner,
commented Alexey Shelobkov, Managing Director of Yadro.
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Since its inception, Yadro's total investment in research, development and production capabilities has exceeded 4 billion rubles. In 2020, significant work was carried out to expand and modernize production facilities, including the launch of an automatic conveyor line for serial production and testing of equipment.

Yadro continues to develop according to the model of vertical integration based on its own resources, invest in expanding product areas and scaling up large-scale production of the full cycle, systematically moving towards its goal of becoming a domestic national champion and bringing a Russian engineering product company to the global market as a full participant in the global technology industry.

Creation of joint venture for the development of PaaS and IaaS services together with Rostelecom

On September 16, 2020, Tionix informed TAdviser that Rostelecom and Yadro were creating a joint venture. Read more here.

Buying 51% of electronics developer notAnotherOne

On May 18, 2020, it became known about the sale of 51% of notAnotherOne to Yadro (part of ICS Holding, which was bought by USM Group Alisher Usmanov at the end of April). Read more here.

Participation in the creation of the Computer Engineering Consortium

On April 9, 2020, Yadro informed TAdviser that leading Russian companies, developers and manufacturers of computer technology announced the creation of the ANO Consortium Computing Technology (ANO VT) with the support of the Ministry of Industry and Trade of the Russian Federation. The founders of the organization were PK Aquarius LLC, Business Office LLC (iRU), Depot Electronics LLC, KNS Group LLC (Yadro), Craft Corporation PLC JSC, National Technologies LLC (part of the Automatics concern of Rostec state corporation). Read more here.

2019

Revenue growth by 131.75% to 18 billion rubles

On March 19, 2020, Yadro (part of ICS Holding"), Russian a developer and manufacturer of computing platforms, processing systems data storage , announced TAdviser the results of 2019: a record storage systems number of lines with a total Tatlin.Archive capacity of 1.3 exabytes were delivered and sales of high-performance sales increased. servers Vesnin

Yadro

The company's revenue under RAS amounted to 18 billion rubles (including VAT), while the share of revenue from the sale of proprietary products increased relative to 2018 Yadro by 15% and amounted to more than half of the company's total income. Compared to the results of 2018, Yadro's supply in monetary terms increased by 120%.

According to to data quarterly research IDC , Yadro at the end of 2019 became the absolute leader in the Russian storage system market in capacitive terms (1,360 petabytes) with a share of 63.92%. In monetary terms, sales almost doubled, which allowed the domestic company to enter the list of leaders for the first time, taking second place with a share of just under 20%.

In 2019, there was an increase in demand for high-performance Vesnin RISC servers, widely used in various industries as an infrastructure for real-time analytics tasks. Yadro computing systems manufactured under OEM agreements with global technology partners also showed strong growth. Together, this allowed the company to enter the top three in the Russian server market for the first time.

According to IDC research results, the total market share of Yadro products for 2019 was 9.53% in monetary terms.

In 2020, the company plans to significantly increase its market share in the server market by launching sales of the first models of the latest line of computing systems of the standard (x86) Vegman architecture.

Yadro continues to actively develop product areas and technological expertise, as a result, increases costs for. R&D So in 2019, research and development costs for the first time exceeded 1 billion rubles. The main costs came from the development of Yadro servers storage systems and the mid-range Tatlin.Unified.

As part of a long-term strategy of presence in product segments unknown to Yadro, two M&A deals were completed in 2019. The acquisition of a controlling stake in microprocessor core developer Syntacore will allow Yadro to be present in the rapidly growing market for semiconductor IP and specialized semiconductor solutions. Yadro is also actively investing in the development of products optimized to build efficient cloud infrastructures. So at the end of 2019, a controlling stake was acquired in Digital Energy, whose technologies will become the foundation of the next generation of Yadro hardware and software systems for building private dynamic clouds.

Acquisition of controlling interest (70%) in Digital Energy

On November 25, 2019, the Russian technology company Yadro (part of ICS Holding) announced the acquisition of a controlling stake (70%) in Digital Energy. Read more here.

Acquisition of controlling interest (51%) in Synthacore

On November 5, 2019, ICS Holding told TAdviser that its member company Yadro acquired a controlling stake (51%) in Synthacore, a domestic developer of microprocessor and microcontroller cores based on the open RISC-V architecture. The investment became part of Yadro's long-term strategy to expand its presence in related segments of the IT market. Read more here.

Agreement with SberCloud on the creation of Russian cloud solutions

SberCloud ICS Holding On June 6, 2019, the companies and Yadro (part of) signed a partnership agreement, the purpose of which is to create Russia cloudy products based on Russian software and hardware systems optimized for work in. private and public clouds The document was signed by the CEO of SberCloud Alexander Sorokoumov and the head of ICS Holding, Chairman of the Board of Directors of Yadro. Anton Cherepennikov

The key objective of the partnership is to create domestic software and hardware products that will be the basis for innovative cloud services, including data processing and storage, in order to ensure a reliable infrastructure as part of the digital transformation of the Russian economy and public administration.

The objectives of the partnership also include optimizing hardware and software solutions to increase the reliability and security of the cloud infrastructure of government information systems and reduce the total cost of ownership of equipment.

SberCloud clients, federal ministries and departments, regional governments, as well as companies with state participation will have access to the Gosoblako solution. This cloud platform, created in the Sberbank group specifically for the most complex information systems, has the same level of reliability as the key IT systems of Sberbank.

Confirmation of the full cycle of DSS production in the Russian Federation

Sale of a stake in National Technologies to Rostelecom

In April 2019, Rostelecom announced plans to enter the capital of National Technologies LLC. Under the terms of the deal, Rostelecom buys 49% of the shares from the structures of ICS Holding Anton Cherepennikov, the Citadel holding and KNS Group (Yadro). Rostec will own 51% of the company's authorized capital. Read more here.

NCC sells developer of DSS and servers Yadro to partner Alisher Usmanov

The National Computer Corporation (NCC) sells a subsidiary of KNS Group, which develops DSS and servers under the Yadro brand, to the structures of businessman Anton Cherepennikov. This was reported in January 2019 by Vedomosti, citing a source who learned information from Yadro managers[7].

According to the newspaper's sources, 51% of KNS Group will go to Cherepennikov's holding. " Outpost According to one of them, the KNS Group team will remain, and among the co-owners there will be several more of its top managers.

According to the Unified State Register of Legal Entities, NCC owns 42.5% of KNS Groups. Since January 2019, a 35% stake in KNS Group has been owned by the president of OCSlexey Kalinin, a member of NCC. Since January 2019, Alexander Kalinin, president and co-founder of NCC and its member Aquarius, has been listed as a co-founder with a 15% stake. Shares of 2.5% each are owned by Yadro employees Alexei Shelobkov and Artem Ikoev. Another 2.5% of KNS Group belongs to Sergei Stolyarov.

Anton Cherepennikov plans to unite more than two dozen IT companies in one holding "(photo - gq.ru)"

The KNS Group, NCC and OCS did not comment on the information about the upcoming deal. The amount of the transaction is not known to Vedomosti sources. According to a person familiar with Yadro managers, the company could cost more than 1 billion rubles, the newspaper writes. According to the Kontur.Fokus database, the revenue of KNS Group in 2017 amounted to 6.46 billion rubles, net profit - 260.6 million rubles.

Favorable conditions are DSS developing for domestic producers on the Russian market: the Ministry of Telecom and Mass Communications proposed that DSS produced only in Russia are used to implement the "Spring Law." This law, signed by the President of the Russian Federation in July 2016, obliges telecom operators and Internet companies to keep the content of calls and user correspondence for six months so that law enforcement agencies can access them.

NCC previously participated in the creation of systems for the implementation of the Yarovaya law through the joint enterprise National Technologies with Rostec and Citadel (also Cherepennikov's asset). In it, the Avtomatika concern, which is part of Rostec, has 51%, while the Citadel and KNS groups each have 24.5%, according to the Unified State Register of Legal Entities.

According to Vedomosti estimates, as a result of the deal with Outpost, Rostec will remain in control of National Technologies, and Cherepennikov's effective share will increase to 33.6%.

Anton Cherepennikov became known in 2015 as the founder of the e-sports company Virtus.pro, in which the co-owner of the USM holding Alisher Usmanov invested $100 million. Cherepennikov later sold his stake in esports company ESforce to Mail.ru Group.

In 2018, the businessman bought several equipment manufacturers SORM and in December created, ICS Holding which should unite 23 IT companies, including Citadel, system integrator Outpost and information security product developer. "Kryptonite"

2018: Sales of Russian servers and Yadro DSS reached 2.3 billion rubles

Yadro reported revenue of 7.767 billion in 2018, the rubles company told TAdviser in April 2019. Over the year, it increased slightly - by 1.8%, but changed in terms of structure. In 2018, 30% of the company's revenue came from sales of its own products. This was preceded by the release of high-performance servers Vesnin and DSS of the family Tatlin at the end of 2017. Their deliveries amount to hundreds of systems, Yadro says.

Prior to this, Yadro primarily sold computing systems, DSS, and tape libraries that were manufactured through a technology partnership (OEM) with IBM.

At the end of 2018, according to the Yadro production IDC, SHD, they occupied a share of 38.2% of the market in capacitive terms, the company cites data. The main consumers of DSS in 2018 in Yadro are called companies in the telecommunications sector.

Tatlin DSS "(photo - habr.com)"

In the 2nd quarter of 2018, Yadro delivered archive DSS with a total capacity of more than 130PB, and in the 4th quarter, the volume of delivered systems amounted to 250PB. According to research by IDC EMEA Enterprise Storage Systems Tracker, this provided quarterly growth in the entire market, and Yadro's share in the 4th quarter was a record 12.5% in monetary terms.

Yadro plans to launch a new generation of archive DSS in 2019 and the release of the mid-range Tatlin.Unified hybrid system, focused on the largest segment of the enterprise DSS market. In the first half of 2020, it is planned to appear all-flash DSS the company's product portfolio.

As for server products, according to the results of the IDC EMEA Server Tracker study in 2018, Yadro occupied about a third of the RISC systems market in Russia with a share of 29.4% in monetary terms. During the year, slightly less than a hundred high-performance Vesnin systems were delivered to the Russian market, mainly in the transport and telecommunications industries.

Yadro also continues to develop OEM component production. In addition to launching a new production site in the Moscow Region and certifying it according to the requirements of component production of high-tech products, in 2018 the company launched the production and supply of a new generation of mid-range and high-end RISC architecture computing systems. The main consumers of OEM portfolio products were financial institutions and transport sector companies.

2017: Obtaining a state loan of 500 million rubles for the production of servers

On November 15, 2017, it became known about the provision of a state loan to Yadro in the amount of 500 million rubles to launch the production of new servers, intended primarily for the Russian market. The total cost of the project will be 1.1 billion rubles.

Half a billion rubles will be provided to the subsidiary of the National Computer Corporation (NCC) by the Industrial Development Fund (FRP). The loan was approved at 5% per annum under the Development Projects program, under which "preferential borrowed co-financing is provided for projects aimed at import substitution," Kommersant writes with reference to the fund's message.

NCC subsidiary received 500 million rubles from the state to launch server production

Yadro will direct the funds raised to organize serial production of servers. The launch is scheduled for the first quarter of 2018, and by the fourth quarter of 2021 it is planned to release almost 1,000 such systems. Their sales will begin in 2019, but pre-order has already started in October 2017.

Most (90%) of Yadro's servers will be delivered to the domestic market. The company expects to sell several hundred pieces of equipment a year. For example, in 2018 it is planned to implement about 300 cars.

The cost of servers will begin at 1 million rubles. Final prices depend on configuration and vary tenfold depending on application requirements and customer infrastructure.

Yadro claims that such a technique has no direct analogues in the Russian market and is intended for accelerated processing of large amounts of data.

According to Mikhail Popov, senior analyst at IDC for corporate systems, Yadro servers may be of interest to customers who want to use solutions from several manufacturers.

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Such servers are needed by the financial sector and many government organizations. Yadro will not meet direct competitors, apart from possible intersections with IBM, the expert believes.[8]
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2016: IBM OEM Partner in Russia

YADRO became the first IBM OEM partner in Russia certified for component assembly of servers based on POWER processors, as well as storage systems.

The assembly includes a full cycle from installing critical components in a clean module, activating processors and memory, to comprehensive testing, installing localized software, and checking electrical security. Production capacity allows you to simultaneously assemble up to 128 servers per day.

The assembly component line is organized in addition to the implemented large-node assembly, product testing and installation of localized software based on production facilities in Shuya, Ivanovo Region (ISO 9001:2001 certification).

As part of the project, extensive work was carried out on the modernization and certification of production facilities according to the IBM quality system, long-term training of employees at leading IBM enterprises was organized, the necessary production equipment was purchased and integrated, and procedures and process charts were finalized. The production and quality management system was also integrated with a similar system used by IBM in its own plants.

2015: "KNS Group" will create a processor

On April 21, 2015, it became known about the participation of KNS Group in the international consortium OpenPower[9].

The consortium was formed in 2013 by IBM, Google, Tyan, Nvidia and Mellanox to develop computing systems based on IBM Power technology, open to consortium members.

The NCC noted that the consortium gives access to a full stack of decisions of its members, while everyone can choose their own set of funds and the level of localization of the production of the final product. The NCC plans to use other people's developments, and then gradually prepare for the release of its own processor.

The main activities of KNS Group are:

  • development and production of infrastructure products,
  • servers and DSS,
  • creating application software solutions with a focus on security and system software,
  • development of the ecosystem of Russian developers of software and hardware solutions and academic institutions.

Company's plans for 2015-2016, 2015

The company said that as of April 21, 2015, the Yadro-branded product portfolio consists of servers and DSS based on an OEM partnership with IBM. Prototypes of hardware and software systems, according to representatives of the NCC, are in test operation mode in a number of state and commercial organizations.

Notes