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市場調查報告書

非洲的資料中心市場崛起:主機代管的需求與供給,未來預測,經營模式

The African Data Center Rises: Colocation Demand, Supply, Forecasts & Business Models

出版商 Heavy Reading 商品編碼 345123
出版日期 內容資訊 英文 105 Pages
商品交期: 最快1-2個工作天內
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非洲的資料中心市場崛起:主機代管的需求與供給,未來預測,經營模式 The African Data Center Rises: Colocation Demand, Supply, Forecasts & Business Models
出版日期: 2015年11月13日 內容資訊: 英文 105 Pages
簡介

非洲各國現在資料中心市場也正在急速成長。雲端/伺服器虛擬化需求的擴大,媒體·內容市場的成長,國內的資料·託管義務化的各個要素,都推動了市場的成長。

本報告提供非洲各國的資料中心/主機代管市場相關分析,提供您需求面·供給面的特徵,潛在的市場規模,資料中心服務需求的規模,可提供的閒置頻段供給體制預測,建立電力基礎設施的必要性,主機代管產業的經營模式,彙整主要企業簡介,主要城市的資料中心市場結構·趨勢等資訊,為您概述為以下內容。

摘要整理

第1章 非洲的主機代管市場:需求方面

  • 非洲的主機代管需求的推動因素:雲端化的發展,不穩定的電力供給
    • 連接性:還有改善的餘地,但正在進化
    • 潛在的市場擴大:從金融業到媒體/雲端企業
    • 國際企業:非洲各國連接「國際」網路
    • 其他:雲端,虛擬化,管理服務,法規
  • 需求趨勢的明細:批發優先,零售則…
  • 非洲的資料中心·定位預估市場擴大
    • 市場規模的指標
    • 3種主機代管需求:從預估需求到潛在需求,以及「實際」需求
    • 需求曲線:60∼90%潛在需求尚未意識到

第2章 非洲的主機代管市場:供給側面

  • 非洲的主機代管市場:供給方面概況,閒置頻段供給量的預測
    • 非洲的主機代管市場:閒置頻段的急劇擴大
    • 主機代管市場主要熱點,與市場階層區分
    • 非洲的主機代管供給量:大幅度擴大預測
  • 非洲的主機代管市場結構:電信業者獨立型企業,光纖企業,電訊企業
    • 主機代管市場結構:從伺服器到資料中心
  • 電力供給的辦法:非洲的主機代管·資料中心和電力基礎設施
    • 資訊中心電力需求的爆炸性增加
    • 應對方法:非洲的資訊中心電源
    • 應對方法:柴油發電機,改善PUE (電力使用效率) ,其他手法
  • 預估非洲的主機代管定價:均衡,還是不均衡
    • 主機代管定價:預估供需均衡的 (不作為的) 情況
    • 主機代管定價:南非以外,零售市場沒有突出的動向

第3章 供需缺口,熱點,收益額預測

  • 供需缺口分析:需求的超過/不足
  • 從達累斯薩拉姆到Ibadan:新的直流式 (DC) 熱點的探索
  • 非洲的主機代管市場收益額預測:更進一步擴大的動機

第4章 非洲的主機代管企業概要,排行榜,經營模式的演進

  • 非洲的主機代管企業的策略性演進:現狀與未來展望
    • 策略性演進:最上層的存取(點閱)·電信業者
    • 策略性演進:電信業者獨立型的主機代管專業企業
    • 策略性演進:IT企業,雲端服務·供應商,ISP
    • 策略性演進:光纖企業
  • 非洲的主要主機代管企業分析:從Teraco到MDI-X,Rack Center

第5章 主要市場分析:約翰尼斯堡,拉各斯

  • 附錄:約翰尼斯堡市場上的供需缺口·主要企業分析
  • 附錄:拉各斯市場上的供需缺口·主要企業分析
目錄

Every so often, a product sees a multiplicity of factors combine, as if coordinated, to create a groundswell of demand for it so strong that it turns into a near-tsunami, only held back by the supply side's inability to keep up with it.

Our analysis of the African multi-tenant colocation data center market suggests a market in such a stage, at the onset of a phase of accelerated growth driven by factors ranging from rising demand for cloud and server virtualization services to booming media content markets, regulatory pressures to “repatriate” hosting of African content, and substantially improved metro fiber infrastructure.

The African Data Center Rises: Colocation Demand, Supply, Forecasts & Business Models provides one of the most comprehensive research currently available on the African data center market. The report offers in-depth qualitative and quantitative analysis of demand for data center services in sub-Saharan Africa, along with estimates and projections of available white space supply, analysis of the colocation business model and profiles of key African colocation providers.

The report offers insights on data center service provisioning in a context of distressingly deficient power infrastructure and provides profiles of key African colocation market players, their estimated share, business models and overall outlook. In addition, the report analyzes data center demand in key economic centers such as Johannesburg, Cape Town, Lagos and Nairobi, and further identifies Accra, Dar es Salaam, Ibadan and Port Harcourt as offering the next best data center opportunities in the region.

Sample key findings of The African Data Center Rises: Colocation Demand, Supply, Forecasts & Business Models include the following:

  • Recent demand for data center colocation services in Africa has been strong, driven by improving connectivity levels and rising data traffic volumes. As African digitization has quickened, drivers of demand have been plentiful. In essence, Africa is going digital at a frenetic pace. This market needs servers, power, connectivity, server space - and lots of it.
  • African colocation demand is rising two to three times faster than supply. Those curves nonetheless have different shapes (continuous line vs. staircase), leading to markets that alternate between phases of colocation space supply deficit and surplus as demand catches up to supply and vice versa.
  • The African data center market is critical to the integration of the continent into global networks. Hyperscale and Internet cloud players, such as Amazon Web Services, Microsoft (Azure) and Google have global cloud services built upon an extensive network of self-built data centers, but lack Africa-based data centers, creating latency issues and hampering the growth of their cloud offerings in the region.
  • In assessing the three main elements of colo pricing - rack space, power and connectivity - we find that more than power, the cost of connectivity is currently the fulcrum of the colocation price structure in Africa. Fiber connectivity market structure and pricing is a critical hurdle to colo growth in Nigeria, and the single most critical obstacle to the establishment of an independent colo market in an otherwise compelling Tanzanian market.
  • Recent data center expansion in Africa has been strong and has come in spurts. Data center colocation white space is now 2.5 times larger than 2010 levels, with the incremental upticks coming in 2012, and most particularly 2014 as new data centers became operational in the continent's largest markets, South Africa and Nigeria.
  • The African data center colocation market is highly concentrated. Three countries - South Africa, Nigeria and Kenya - represent around 95% of available colocation white space in sub-Saharan Africa. When adjusting to city/region level, we estimate that Africa's large scale colocation data centers touch only around 30% of the continent's GDP.
  • The broad African colocation capacity outlook is positive, but subject to a number of key variables. We expect anywhere from 10,000 to 20,000 Square meters of new colocation space to be brought to the market over the next five years, and around two to three times those levels including shell-only, non-equipped surface. We see this projection as conservative, depending on how demand and supply in a number of key markets pick up.

The African Data Center Rises: Colocation Demand, Supply, Forecasts & Business Models is published in PDF format.

Table of Contents

EXECUTIVE SUMMARY: THE AFRICAN DATA CENTER RISES

I. AFRICAN COLOCATION MARKET: THE DEMAND CASE

  • 1.1. Drivers of African Colo Demand - From Cloud to Epileptic Power Supply
    • 1.1.1. Connectivity: Need More, But It's Better
    • 1.1.2. From Financials to Media & Cloud Players, an Expanded Addressable Market
    • 1.1.3. International Players: Fitting Africa into "Global" Networks
    • 1.1.4. Others: Cloud, Virtualisation, Managed Services, Regulation
  • 1.2. Breaking Down the Nature of Demand - Wholesale First. Retail? Later, Maybe.
  • 1.3. Sizing Up the African Data Center Colo TAM
    • 1.3.1. Some Market Sizing Parameters
    • 1.3.2. Three Types of Colo Demand: From Addressable to Potential to "Real" Demand
    • 1.3.3. The Demand Curve: 60% to 90% of Potential Demand Is Not Yet Addressed

II. AFRICAN COLOCATION MARKET: THE SUPPLY SIDE

  • 2.1. The African Colocation Market: Supply Overview & Colo White Space Projections
    • 2.1.1. African Colocation White Space Supply Bursting at the Seams
    • 2.1.2. Key Colo Hot Spots & Tier Certification
    • 2.1.3. Africa Colo Supply Outlook: Strong
  • 2.2. African Colocation Market Structure: Carrier Neutral Plays, Fibercos & Telcos
    • 2.2.1. African Colo Market Structure: From Server Rooms to Data Centers
  • 2.3. Who's Got the Power? African Colo Data Centers & Power Infrastructure
    • 2.3.1. The Exploding Demand for Data Center Power
    • 2.3.2. How They Do It: African Data Centers Sources of Power
    • 2.3.3. How They Do It: Diesel or Bust, High PUEs & Other Implications
  • 2.4. African Colo Pricing: Looking for Equilibrium - Or Not
    • 2.4.1. African Colo Pricing: (Not) Looking for the Supply-Demand Equilibrium
    • 2.4.2. African Colo Pricing: Outside of SA, Not Exactly Compelling for Retail Customers

III. SUPPLY DEMAND GAPS, HOTSPOTS & REVENUE PROJECTIONS

  • 3.1. Supply/Demand Gap Analysis: Of Surpluses & Deficits
  • 3.2. From Dar es Salaam to Ibadan: Looking for Other Potential DC Hotspots
  • 3.3. African Colocation Market Revenue Projections: Tracking Towards the Billion

IV. AFRICAN COLO PLAYER REVIEW, POSITIONING & BUSINESS MODEL EVOLUTION

  • 4.1. African Colo Player Strategic Evolution: Where they Are, Where They're Going
    • 4.1.1. Strategic Evolution - Tier 1KKKKK Access Carriers
    • 4.1.2. Strategic Evolution - Carrier Neutral Colocation Pure Plays
    • 4.1.3. Strategic Evolution - IT, Cloud Service Providers & ISPs
    • 4.1.4. Strategic Evolution - Fiber Companies
  • 4.2. African Colo Key Player Review: From Teraco to MDI-X & Rack Center

V. KEY MARKET ANALYSIS: JOHANNESBURG & LAGOS

  • 5.1. Appendix: Supply Demand Gaps & Key Player Analysis in the Johannesburg Market
  • 5.2. Appendix: Supply Demand Gaps & Key Player Analysis in the Lagos Market
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