Russian telecom technologies are reaching a new level today: Dmitry Lakontsev, CEO of Irtea, notes that the company is already using domestic electronic component base, including “Amur” microcontrollers from Mikron (part of the Element Group, MOEX: ELMT). The government is stimulating this process through import substitution policies, subsidies, and government support measures.
Analysts from Strategy Partners predict that the component market volume will increase from 113 billion rubles in 2025 to 524 billion rubles by 2030. Furthermore, the share of domestic electronic component base in the telecom sector could rise to 44%—a target seen as quite realistic.
Long-term demand for domestic hardware is already secured by long-term contracts. According to the Ministry of Digital Development, the “Big Four” operators—MTS, Beeline, MegaFon, and T2—have signed forward contracts with domestic telecom equipment manufacturers totaling over 100 billion rubles.
The Element Group and its subsidiary companies play a prominent role in this process, participating in the creation and implementation of Russian electronic component base.
For instance, the Scientific Research Institute of Electronic Technology (NIIET), acting as a designer of RF transistors, is developing lines of powerful RF devices, including LDMOS and GaN (Gallium Nitride) devices, which are designed to work in L-, S-, C-, and other ranges essential for base stations and radio-relay lines. The first samples of NIIET transistors are already demonstrating high performance. In partnership with MIPT (Moscow Institute of Physics and Technology), a 5G radio module built entirely on a domestic component base has been developed and tested. Additionally, Element Technologies has launched the production of power supply units with a capacity of up to 100,000 units per year. This will allow for the localization of one of the most critical parts of network equipment, increasing its reliability and availability.
The development of domestic electronic component base is currently progressing amidst active cooperation between business, science, and the state.
More details on how market participants are working in the industry’s priority development areas can be found in the full article by Kommersant.