EUROPEAN DATA CENTRE MARKET UPDATE...South East Asia Google’s India Cloud Data Center To Open...
Transcript of EUROPEAN DATA CENTRE MARKET UPDATE...South East Asia Google’s India Cloud Data Center To Open...
EUROPEAN DATA CENTRE MARKET UPDATE
Mitul Patel – Head of EMEA Data Centre Research
CBRE Data Centre Solutions
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THE DUBLIN MARKET
AGENDA
1. THE MARKETS
2. HYPERSCALERS
3. HOT MARKETS
4. PREDICTIONS
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THE MARKETS
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WHAT MAKES A MARKET?
The
Market
Self-build
Build
to
Suit
Multi-Tenant
Colocation
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MAJOR MARKETS - CHARACTERISTICS
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MULTI-TENANT COLOCATION
Amsterdam Frankfurt London Paris
✓ ✓ ✓ ✓
✓ ✓ ✓
✓
✓ ✓ ✓ ✓
✓ ✓ ✓ ✓
✓ ✓ ✓ ✓
✓ ✓
✓ ✓ ✓
✓ ✓
Total 7 8 7 5
Dublin
✓
✓
✓
✓
✓
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Colocation providers present in more than one major European market
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MAJOR EUROPEAN MARKET SIZES
437
0
50
100
150
200
250
300
350
400
450
500
Amsterdam Frankfurt London Paris Dublin
Market Sizes (MW)
Multi-Tenant Colocation Build to Suit Hyperscale Self-Build
240 240
156
237
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FLAP MARKET GROWTH
0
100
200
300
400
500
600
700
800
London Frankfurt Amsterdam Paris
MW
FLAP Markets - Projected Growth
2017 2018 2019 Unknown Timing / Longer-Term
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FLAP MARKET TAKE-UP
0
20
40
60
80
100
120
140
160
180
2010 2011 2012 2013 2014 2015 2016 2017 2018Projection
MW
FLAP Markets – Annual Take-Up
Q3-Q4 projection Paris London Frankfurt Amsterdam
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OPPORTUNITIES & THREATS
OPPORTUNITIES
US “Tech”
Companies
Chinese
Occupiers
Automation
Site
Availability
Power
Security
Competition
THREATS
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KEY TENDS
HYPERSCALE CLOUD DEMAND M & A / INVESTMENT
CONSTRUCTION / BUILD-TO-SUIT BREXIT
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HYPERSCALERS
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CLOUD SERVICE PROVIDERS – GLOBAL PRESENCE
Source: Atomia
•Amazon— 4 upcoming locations: 1 in North America, 2
in Europe, 1 in Asia.
•Microsoft— 8 upcoming locations: 4 in North America, 2
in Europe, 2 in Asia.
•Google— 8 upcoming locations: 1 in North America, 1 in
South America, 3 in Europe, 2 in Asia, 1 in Oceania.
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CLOUD SERVICE PROVIDERS – GLOBAL PRESENCE
Source: Atomia
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WHERE’S IT ALL GOING?
Colo and Build-to-Suit
Small Scale
Speed to Market
Multiple Options
Provisioned Site
Options
Low Rental
OpEx
Self Build
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HOT MARKETS
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MILAN
Colo Market: 30MW
Country Population: 60mn
6MW
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MADRID
Colo Market: 25MW
Country Population: 47mn
Acquired by Schneider
Therefore…..
NEW OPERATOR 1
NEW OPERATOR 2
NEW OPERATOR 3
HYPERSCALERS
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NORDICS
Colo Market: 40MW
Combined Population: 27mn
70MW
40MW
5 markets in 1
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EMERGING APAC MARKETS
Mumbai & Chennai
South Korea
South East Asia
Google’s India Cloud Data Center
To Open Before The End Of 2017
Microsoft Opens South
Korea Azure Data Centres
SuperNAP International opens
Chonburi, Thailand data center
The Malaysian Government has already
earmarked Iskandar for the establishment of a
second hub for data center parks in the country.
“Indonesia gets serious
about data centers”
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PREDICTIONS
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2017 PREDICTIONS
Prediction Result Score
Over 100MW of take-up
Poised to be higher -closer to 120MW ✓
205MW of new supply
Looking at approx. 200MW ✓
New US providers
CyrusOne ✓XParis to
"take-off"Slow 2017 for Paris
to-date X
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2018 PREDICTIONS
Prediction Result Score
New-Norm for take-up will continue
First 'herd' of Chinese cloud / telco / internet
Companies
Continued heightened M&A activity
“Edge” won’t become more of a reality
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THANK YOU & QUESTIONS