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The Changing Data Centre Landscape in APAC

Saravanan Govindan
Associate, BroadGroup
BROADGROUP

EVENTS & TRAINING


CONSULTING PRACTICES
DIVISION
CONTENT SERVICES • Leading content driven Brands
engaging audiences internationally
across distinct research sectors

TMT Finance & Investment Series


DATA CENTRES TMT FINANCE
Middle East 2009
• Report Library - Focused research
Asia 2009
commissioned by BroadGroup
Finance & Investment Forum for Data
Centres – London 3 December 2009
INFRASTRUCTURE CLOUD
Data Centres Series
CONSULTING SERVICES Regional conferences - Europe , Asia,
• Newsletters researched by Middle East and Latin America
• Management Consulting BroadGroup and provided free Data Centre Security
• Commercial Due Diligence of charge Power & Cooling for Data Centres
• Demand Analysis
• Customer Segmentation • Web Portals Dark Fibre Convention
• Pricing Analysis www.datacentres.com
• Marketing Research www.tmtfinance.com PoweredbyCloud
• Business Case & Financial Analysis www.broad-group.com
• Competitor Research & Analysis Data Centre Bootcamp
www.wholesaletelecoms.com
• Technical Audits Specialist Training
www.poweredbycloud.com
DATA CENTRE TRENDS
• Significant growth is expected - Data Centres continue in expansion mode through 2015

• Supply of data centre space has lagged demand growth across all 5 markets of Singapore,
Malaysia, Thailand, Indonesia and Vietnam

• This has led to the rush in data centre developments

• Disaster recovery and business continuity services are rapidly growing areas of data centre
services. These services have become crucial to both governments and corporations as threats
from terrorism and natural calamities are considered increasingly likely

• Regional partnerships will increase in size and number: Customers have presence across
multiple markets in South East Asia. Data centres will follow their customers through
collaborative partnerships

• Older stock – too small/not compliant with enterprise CSR requirements – can’t compete

• Further consolidation likely

• Winners will own pan-Asian data centre networks – those in position to acquire/adapt
buildings/build in strategic locations should do so in next 12-24 months
PAN ASIAN DATA CENTRES – ACHIEVING SCALE

4 countries/10 data centres Colocation/Managed Services


35 Data Centre Alliances across Asia/Europe/N America

6 countries/9 data centres Colocation/Managed Services

Greater China/10 data centres Colocation/Managed Hosting

Asia/N America/Europe - 27 data centres Colocation/Managed Services

International Data Centre Players


SUSTAINED INVESTMENT IN ASIA

New Internet Data Centre in Singapore and the TGN-Intra Asia Cable
US$480m

Super IDC in Asia part of AT&T’s US$1 billion planned global network
investment

"Asia-Pacific Information Engine" Announced for Guangzhou (China


Telecom & Guangzhou Tianhe Software Park) investment of 400
million Yuan 16,000 sq.m Data Centre
DATA CENTRE VALUE CHAIN – FOR THE ENTERPRISE

OUT
SOURCING

Movement occurring up and down


DISASTER
the value chain as Enterprise RECOVERY
requirements change

MANAGED SERVICES

STORAGE

MANAGED HOSTING

COLOCATION
DATA CENTRE AND THE ENTERPRISE

CRITICAL CHALLENGES QUESTIONS FOR THE ENTERPRISE


Massive increase in Data – video / new media / transactions What is Real Data Centre Lifecycle?
Storage requirements Built with current technology? – investors and
DR/BC operators use 15-20 years
Compliance and New Regulation (more to come...)
More complex software Product obsolescence?
Power costs (40-60% of OPEX) Will new Products such as “Data Centres in a
Core competency of business Box”/mobile data centres cause
Risk of obsolescence in equipment investment obsolescence?
Corporate Social Responsibility requirements Will new technologies commercialize soon –
Carbon efficiency Eg Nano cooling?
Upgradeability of enterprise data centre
Core competency/Opportunity
Should enterprises own and manage Data
Centres?– many concluded to outsource already
Cost, cost, cost... ... But many still have not
IMPACT OF DEMAND

DEMAND ESCALATES OPERATIONAL PROBLEMS OUTCOMES

As demand requirements in Data centre power consumption Data Centre cost as


Asia escalate – same and huge source of carbon percent of total revenue
problems will replicate across emissions all time high
the region that have already
occurred in Europe and US Power costs traditionally shared In some cases Data Centre
across business units – shift as cost growing twice as
cost of running data centres rapidly as revenue
accelerates
Data Centre construction
Even with efficiency investment now
improvements, enterprises face significantly affects
potential legislative penalties profitability for next two
(US and Europe) – fear years

In US -- projected quadrupling Data centre facilities


data centre carbon emissions spend (CapEx and OpEx) is
by 2020 arguably inefficient
portion of IT spend –
impact on profitability.
VERTICALS BROADBAND DEMAND STANDARDS DRIVEN

BANKS/FINANCIAL SERVICES SURGE IN USER DEMAND STANDARDS


BS25999
Data growth (Banks seeing 50-100% Greater usage of broadband and
SS507
annual growth in data requirements) Internet ( fuelled by consumer
SOA
demand for Internet services
ISO – DATA CENTRE (Coming soon)
Compliance and regulation (Sarbanes Yahoo!, eBay, Amazon.com,
Oxley, Basel II, MiFID, + more to come Google, PayPal, iTunes, MySpace,
YouTube, Skype, Facebook,
Increased willingness to part or wholly WiFi, 3G etc....)
CRISIS DRIVEN
Outsource to 3rd party operators
IP Traffic should nearly double every
Requirements – security, redundancy, two years through to 2011 with DATA CENTRES
DR/BC consumer IP traffic growing at 58% and
Lack of Power / cost of power
business IP traffic at 21%
(source: Morgan Stanley)
40-60% of OPEX
LEGISLATION/COMPLIANCE
YouTube accounts from anything
HIPPA Utilization rates
from 2-10% of all Internet traffic
Carbon emissions
Upgradeability of Data Centres
VIDEO
Location (near Power source)
NEW DEMAND SEGMENTS SURGE IN VIDEO
60-70 billion video streams sent 2007
Media
Many New Apps will be video based
Government

Broader Corporates SOLUTIONS

BLADE SERVERS
Blade Server demand
FORECAST MARKET SHARE BY SPACE TO 2015
Predicted and Optimistic Outcomes
250,000.00 • By 2015 combined Australia/NZ Data
Centre Capacity
approximately same as that of
200,000.00 Singapore

• India will have more than 5 x


Singapore
150,000.00 Capacity of Singapore
Malaysia
Vietnam • All figures in sq.m
100,000.00
Thailand
Indonesia
50,000.00

-
2006 2007 2008 2009 2010 2011 2012 2013 2014 2015

Forecast Growth in Data Centre Space to 2015 (Source: BroadGroup)


TOP TEN PLAYERS IN SOUTH EAST ASIA (BY SPACE)
Malaysia – highest number of players in top 10
45000

40000

35000

30000

25000

20000

15000

10000

5000

0
SingTel Expan (S) Global Switch (S) Netmyne/Myloca HPT Vietnam AIMS (M) CSF Advisors (M) Freenet (M) Equinix (S) Kompakar (M) Jaring (M)
(M)

Top 10 Players in South East Asia (by Space) (Source: BroadGroup)


FORECAST MARKET SHARE BY SPACE: 2015
Singapore and Malaysia lead SE Asian markets

Singapore
Malaysia
32% 55% Vietnam
Thailand
Indonesia

Forecast Market Share in Data Centre Space 2015 (Source: BroadGroup)


WHAT IS DRIVING GROWTH?
Enterprises main driver in developed markets

60

50

40
Singapore
Malaysia
30
Vietnam
Thailand
20 Indonesia

10

0
Corporate Finance Telecom Public Sector Other
Demand Drivers by Market S E Asia (Source: BroadGroup)
EVOLUTION OF MANAGED SERVICES MODEL

Traditional Outsourcing Managed Services

Dedicated
Infrastructure Dedicated or Shared
Shared Infrastructure
Client Owned Infrastructure
MSP Owned
Located at Customer Client or MSP Owned
Premises Hosted by MSP
Hosted by MSP
MANAGED SERVICES – ENTERPRISE DEMAND DRIVERS
Shared Services • Important for SMEs and Public Sector

• Efficiency in Data Centre – Enterprise


Virtualization • Complexity creates opportunity to manage virtualized
environment

• Enterprise adoption SOA and Web 2.0 – opportunity to manage


SOA and Web Services complex environment

Convergence • Enables IT to be delivered remotely

• Dependent on remote infrastructure and networks as well as need


SaaS for applications to be properly maintained

• Rapid growth – rate of transactions, e-commerce and legislative


Data Storage requirements

Green IT • Focused drive for efficiency and cost reduction

Security • Managed security, DR and contingency


MANAGED SERVICES – GROWTH SEGMENTS
Financial Services:
Slower growth but increasing need
for converged telephony/ Network

Media:
Key Target for MSPs
On demand service platforms
Financial Growth in network and storage
Services demands Content Distribution
Networks

Retail:
Media On demand models of IT
consumption

Public Sector:
Public Growing interest in shared
Retail
Sector services model (security, value,
transparency)
Thank You !

www.broad-group.com
www.datacentres.com

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