The Russian consumer electronics market is on the verge of serious upheaval. The RATEK Association, which unites giants such as Huawei, DNS, Fplus, M.Video, and Citilink, has sharply criticized amendments to the law on foreign investments (Federal Law No. 57-FZ). The appeal is addressed to the Federal Antimonopoly Service (FAS). The essence of the complaints is the expanded interpretation by officials of "strategic activities" related to artificial intelligence (AI) technologies.

What is the danger for the consumer

The problem lies in the wording. The agency proposes recognizing the development, creation, implementation, sale, or circulation of AI technologies as strategic activities. At first glance, this seems logical. But RATEK rightly points out the catastrophic vagueness of this definition. Formally, it covers almost any modern consumer device with built-in AI algorithms:

  • Smartphones and tablets.
  • Modern televisions.
  • Smart home systems.
  • Home appliances with "smart" functions.

Thus, the ordinary sale of a refrigerator or smartphone could be interpreted as the sale and circulation of strategic AI technologies. The new restrictions will not only affect foreign vendors. Russian distributors with a foreign ownership stake exceeding 5% will also be hit. Such companies will be required to coordinate any corporate transactions with a government commission.

Part of the broader shift toward state AI

This initiative fits into a wider trend. In early July 2026, the State Duma already approved in the first reading a framework bill on AI regulation, dividing large models into "sovereign" and "national." The state is consistently increasing its presence in the technology sector, introducing dozens of AI services into government agencies and preparing national platforms for managing communication networks.

The attempt to include the circulation of AI technologies in the list of strategic activities seems a logical continuation of this course. However, the problem RATEK points to is the excessive scope. With the current wording, the mass consumer segment, where AI has long become a standard feature rather than a separate technology, risks falling under strategic control.

Expert opinion. The situation resembles an attempt to regulate the internet by controlling every connected device. If the law is passed in its current form, we risk not so much controlling strategic technologies as completely paralyzing the consumer electronics market. Imports could stop, and shortages could become a reality for millions of citizens. Businesses and authorities urgently need to find a balance between national security and common sense, otherwise the entire economy will suffer.