In the sector of transport monitoring systems for government agencies duopoly prevails

Interesting, not only dynamic, but the volume - that is to divide. Executive Director of the RNT Ivan Nechayev (which owns 10% shares of RNT) said that his company wins major government contracts half. "The other half gets the company ENDS (" Unified National Dispatching System ")," - he said. In 2009, RNT on government contracts is equipped with only 453 cars in the past for 19 250 vehicles. Thus, the market for large government contracts amounted to approximately 40 thousand units. According to the calculations of the investment bank "Opening", a device cost about 8850 rubles, ie, in 2010 the market for navigation equipment installed on the machine for large contracts, amounted to 340 million rubles. But the bulk orders often had a "service" component. You can try to appreciate it. Based on operating results sounded, projected revenues for the PHT 2010 will be about 400 million rubles, of which half are in state orders. That is, the total amount of money large government tenders - 400 million rubles. Subtracting the equipment, get the value of service - 60 million rubles-lei. Tenders for 20-30 devices to track difficult, but there are plenty of them. According to estimates of the investment bank "Opening", the proportion of PHT in the public sector in 2010 was 26%. In other words, the market for small and medium state order (up to one thousand complete sets), where PHT is present, is approximately equal large, then there is another 400 million rubles. In general, the state order in 2010 is estimated at one billion rubles-lei, and he will be actively growing for 3-5 years. Ivan Nechayev expects strong growth in the sector until 2020. "In 2011, the market will grow to 4 billion mainly due to large projects, the largest of which may be the creation of Intelligent Transport Systems of Moscow", - says CEO "M2M telematics" Alex Smyatskih. Some look at the state order is more optimistic. According to Deputy General Director Stanislav Emelyanov Omnicomm, in 2010 the volume of state orders for the Russian market monitoring systems transport approximately 1.5 billion, and this year will rise to 5 billion rubles. Against this background, the dynamics of the commercial sector is less attractive. For comparison, the same RNT in 2009 set a major corporate clients 23 732 sets of equipment, and in 2010 - already 20 426 sets, the demand is stable. Although the volume of his more public procurement. Estimated to Mobile Research Group, the volume of commercial market telematics devices and navigation in 2010 to $ 2.7 billion It would seem that the state order for the monitoring system of transport has become quite noticeable in a tasty cake. However, in competitions involving 5-10 candidates, but half the benefit of all orders the two companies. A rare unanimity officials look strange, but it has a logical explanation. Sweet couple. Domestic government order for vehicle monitoring system based on GLONASS can be divided into two groups: the contracts for up to one thousand complete sets and more than a thousand. Leading market participants are, of course, prefer large orders. In Russia, the few companies that can handle thousands of contracts. Although usually in large-scale tenders involving 5.6 companies, but also boast experience in projects of this magnitude can only 2-3 market participant. According to Ivan Nechayev, one set of the production cycle is 3 months. Provider for large orders should be able within a few months to put 2-3 thousand sets, so it must have considerable capacity. In addition, many large customers do not want to create their own dispatch centers, giving this function to outsourcing vendor. Large-scale centers - also the prerogative of the leading players. That is, there are all prerequisites for the largest number of uzkoogranichennogo market participants. In addition to PHT, major market participants are satellite monitoring GC "Navigator" (the owner of ENDS) and GC "M2M telematics." But, as I said, win tenders in the main two. Apparently, in the case of low profitability. "In gossegmente just will not be able to skim the cream" - laughing Ivan Nechayev. According to Stanislav Emelyanov, return on government projects an average of 10 percentage points lower than commercial. "On the one hand, gostenderah low price plays a dominant role. On the other - a set of peripherals supplied by state order, more broadly - and here "alarm button", and a set of voice communication with the driver. And we make them a little more, "- says Stanislav Emelyanov. His company, on its own estimates, takes 5-7% of the market gossistem traffic monitoring. "M2M telematics" bet on the highly profitable private clients. "The huge potential market is large commercial customers. In this sense, 2010 was for us a year of pilot projects, we are equipped with 2% of vehicles in large Russian companies. The potential volume of orders for the next few years is estimated at 200 thousand pieces of equipment, or 10 billion rubles-lei "- spoke about the priorities of" M2M telematics "Alex Smyatskih. However, during 2010 the company has signed more than 40 state and municipal contracts, the state order brought her 30% of revenue, and in 2011 its share of the income will not change. The company simply maintains a certain level of presence by shifting a significant part of the work on execution of state contracts to regional partners, such as installing hardware, installing software, and technical support. "In 2011, this trend will continue", - says Alexey Smyatskih. Private victory. Yet while the commercial sector "pulls the blanket" for themselves. According to forecasts, "Discovery" in 2011 in the large corporate sector will be installed 428 thousand units. Forecast combined with high EBITDA margin of 20-25% of private contracts explains why this sector is the rapid interest. Despite the high proportion of child ENDS in the sector of large government contracts, SC "navigator" is also drawn to commercial demand. "We are taking about a third of the Russian market of navigation and telematic services - assesses the position of President of the" Navigator "Alexander Semkin. - Share of government contract revenues in small, basic income provides major federal projects in the energy sector and the agricultural industry. " In his opinion, the most interesting business to be "solvent subjects of economy, transparency, relations with which to minimize the financial portfolio of accounts receivable." On their background gosproekty often bear the risk of removal from circulation of vehicles and their "freeze" for an indefinite period. "In addition, it is less corrupt environment and therefore more competitive. Here in the foreground is not an agreement, and advocacy of individual players, but the real benefits of making "- Alexander argues Semkin. Small highly specialized representatives of the market in solidarity with the leaders. Government order is good as the guarantor of a minimum income support image. Last year, the state order brought the company Omnicomm 10% of revenue. "We expect that in 2011 state contracts will bring us 20% of income" - Stanislav Emelyanov plans. At the same time the next 3-4 years, just as the period of maximum burst of state orders for navigation monitoring, priority will remain private clientele. "These customers are interested in us as in terms of revenue and the profitability," - said Stanislav Emelyanov. "Big Brother" stands out. The government said the draft "GLONASS Era", which involves the installation of navigational aids at all private vehicles. Goal - improving the control of vehicles, traffic safety, monitoring of emergency situations. Clearly, experienced drivers, good landmark, such assembly is not needed. But if we forget about the long-suffering population, the business of suppliers, of course, this is a great help. According to Rosstat, the end of 2009 in Russia was 39.1 million vehicles, of which 8.1 million - commercial. It has a population of 31 million will provide facilities for mandatory equipment. If the minimum value of the navigation device would be 4 thousand rubles, or get a new market sector of 124 billion rubles. The average daily monitoring of one car costs 10 rubles (a service offered numerous navigation service companies). That is "service" will bring another 113 billion rubles a year. Have something to fight. There are no specific hardware requirements, and execution is delayed motorists.