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M+W Ireland
30th May 2017
Datacenter Industrien – Danish Data Center
Industry
© M+W Group I March 2017 2
M+W Safety Moment
We are committed to an injury free workplace
where everybody goes home safe.
Respect for people means to care for them and
to protect the environment in which we live and work.
Prevent
harm to people &
the environment
Control
workplace
conditions
Influence
employees’
behaviour
© M+W Group I March 2017 4
65,178
24,405 16,790 18,027 19,161 20,451 21,604 22,904
80,740
33,270
23,802 26,165 28,653 30,831 32,587 34,213
41,744
18,184
11,705 12,40613,653
15,035 16,184 18,216
187,662
75,859 52,298 56,599 61,467 66,317 70,375 75,333
40%
69% 7.6%
0
25,000
50,000
75,000
100,000
125,000
150,000
175,000
200,000
CustomerCAPEX
Core Market 2015 2016 2017 2018 2019 2020
APAC
AMERICAS
EMEA
in USD Millions
Mio-USD
Growth Rate** 2016 to 2020 (average per year)
Global Market: 8.3 %
North America 7.5 %
Latin America 10.9 %Source: http://www.prnewswire.com; DCD 2015 Census Report: Global Data Center
APAC 9.3 %
Western Europe 6.2 %
East Europe, MEA, Africa 11.4%
Market per Region – DC Infrastructure
APAC; 116.3 bn$; 24%
North America; 159.2 bn$; 33%
Latin America; 56.4 bn$; 12%
Western Europe; 108.8 bn$; 22%
East Europe, MEA, Africa; 45.8 bn$; 9%
EMEA154.6 bn$
31.8%
APAC116.3 bn$
23.9%
AMER215.6 bn$
44.3%
Cost Breakdown
8.3%
17.0%
17.4%
32.1%
8.7%
5.0%
11.5%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Design + PM + Fees
IT Cabling
LSS
Electrical
Mechanical
CSA
Infrastructure
Core Market:DC Infrastructure, DCIM, Power, Cooling, UPS, Modular Systems
CAPEXVirtualization, Firewall, IT
upgrades, Servers, DC Infrastructure
Market Insights – Data Center
© M+W Group I March 2017 5
Market Categorization and CAPEX Estimates
1 2 3 4 5 6 7 8 9 10
Internet/Cloud
1 2 3 4 5 6 7 8 9 10
HPC
1 2 3 4 5 6 7 8 9 10
Enterprise
1 2 3 4 5 6 7 8 9 10
Managed Svcs
1 2 3 4 5 6 7 8 9 10
COLO/Wholesale
AWS
Microsoft
Apple
Huawei
Terramark
Alibaba
Baidu
Tencent
HP
Softlayer
Oracle
Yahoo
NTT
Chevron BP
RD SHELL
Nvidia
Sempra
Intel
Ebay
HSBC
Barclays
BofA
Wells Fargo
Kaiser
Cardinal HC
Boeing
NASA
Lockheed
Genentech
Rackspace
F5 Networks
VMware
DRT
Equinix
Internap
Coresite
Century Link
Dupont Fabros
Raging Wire
CAPEX STATUS
PUBLISHED
ESTIMATED
UNKNOWN
.
.
$250M
$250M
$250M
$200M
$200M
$200M
$150M
$150M
$100M
$100M
$ 80M
$ 50M
$6B+
$4B+
$5B+
$6B+
$2B+
$400M
$2.1B
$800M
$600M
$200M
$2.5B+
$200M
$180M
$100M
$1.1B+
$200M
$150M
$ 50M
$ 20M
$ 30M
$150M
$ 40M
$ 30M
$3B+
$4.5B
$500M
$400M
$300M
$800M
$400M
HIGHLIGHTS: GLOBAL DATA CENTER MARKET NEWS
• GOOGLE: 12 new regions, 15 data centers, Estimated Build
• YAHOO/ALIBABA: Building 12 new DC’s globally, 2 in US:
• EQUINIX: $4.5bn in new data center build projects (2016), First Tier IV in Jakarta*
• NTT: NTT investing $556m in APAC for new builds (2016)
• MICROSOFT: 30 MW per month from Q4 of 2016 to 2018 -> approx. $3bn per year
• LinkedIn First Singapore facility 23.5k sf 4.1MW available power $60m ($14.6m/MW)
• Phoenix Arizona is to get a “microgrid” data center
G
row
th
with
Pote
ntial
RO
I
© M+W Group I March 2017 6
Strong first quarter sets the scene for 2017Europe Colocation Supply, Take-Up and Year-End Projections as at Q1 2017
© M+W Group I March 2017 7
EMEA Data Center Services Market• The European data centre services market continues to grow at a CAGR of 12.4%, driven by enterprise need to outsource IT infrastructure
management. The gradual adoption of cloud services is expected to affect the growth of retail colocation and managed hosting services after 2018.
• Western Europe is the main growth hub for colocation and managed hosting in Europe. Eastern Europe is fast catching up with cloud and hosting technology trends.
• Businesses that require a high level of security and control over their IT infrastructure but want to save on data center build-out costs continue to use colocation, thus contributing to revenue growth.
• Enterprise adoption of cloud computing is expected to impact the demand for retail colocation services, causing gradual decline in market growth.
• Infrastructure-as-a-service (IaaS) market in Europe is growing at a compound annual growth rate of about 39% (2014–2019) with accelerated adoption across several verticals.
© M+W Group I March 2017 8
Global Modular Data Center MarketNorth America MDC Market Summary – Frost & Sullivan
• Modular data centre demand in North America is primarily driven by the increasing penetration of colocation, combined with high activity in Big Data and IoT, users keenness to reduce construction cost, and latency.
• With 60 centres, Los Angeles is the biggest colocation market in the United States, followed by New York City and Dallas. Other traditional high-growth colocation markets witnessing steady demand include Chicago, San Francisco, Boston, Atlanta, and Miami.
• Applications that serve time-sensitive transactions, especially banking and financial, prefer locational flexibility. As business trading is becoming more dependent on technological advancements, the proximity of the servers to users is becoming increasingly important for these types of applications.
• Significant growth in 2015 data centre capacity (in MW) came from Northern Virginia (63 MW), Dallas (42.3 MW), Seattle/Portland (39 MW), San Francisco/Silicon Valley (38 MW), and Chicago (32 MW).
© M+W Group I March 2017 9
Global Data Center Infrastructure Solutions MarketCooling Solutions and Rack & Rack Options Segments
Total Data Center Infrastructure Solutions Market: Market Engineering Measurements, Global, 2015
© M+W Group I March 2017 10
Revenue Forecast by Sector• Cooling and rack & rack options are the two biggest product segments and occupy the vast majority of the market
revenue; together they accounted for 73.5% of the total revenue in 2015. Cooling is the single largest product type which
accounted for 42.2%, whereas rack & rack options contributed 31.2% in revenue.
• The UPS product type accounted for 15.3% of the total revenue in 2015 and is expected to be the slowest growing
product type during the forecast period, with a CAGR of 4.7%. The growth in this segment will be driven by the high
growth in modular UPS systems and UPS power ranges between 20 to 200 kVA. APAC will be the key growth region for
UPS systems during the forecast period.
• The cooling revenues are dominated by traditional cooling technologies such as CRAC/CRAH; however, high growth is
expected from advanced cooling solutions and high density cooling, registering a CAGR of 21.4% and 12.9%
respectively over the next five years. APAC, especially China, is expected to be the most attractive region, followed by
North America
• Rack & rack options will be mainly driven by increasing end-user preference for intelligent rack options and integrated
solutions. Rack options will expand at a CAGR of 8.5% over the next five years, while the rack market is expected to
grow at a moderate rate of 5.3% during the same period.
• Although Gensets account for a small portion of the total market (11.2% in 2015), this segment is expected to register a
healthy CAGR of 4.2%, making it the second fastest growing product type.
.
© M+W Group I March 2017 11
Why Denmark - Global Submarine Cable Map
© M+W Group I March 2017 12
Submarine Cable MapLanding Points Scandinavia
Skagerrak 4 •Email linkRFS: December 2014•Cable Length: 137 km •Owners: Statnett•URL: n.a.
Landing Points •Kristiansand, Norway •Tjele, Denmark
© M+W Group I March 2017 13
Benefits of working with M+W
M+W‘s foundationAwards &
recognitions
Proven track
record
Committed
to safety
Global
reach
Financial
strength
GMP
Compliance
A century of
experience
Full scope
of services
Collaboration
& networking
Living a culture of trust
and our core value
Agile & forward-thinking
mindset of engineers
Applying most advanced
industry skills and techniques
Building deep
customer relations
3. How M+W
operates to deliver
Making it happen
with a pioneer spirit
Engineering & construction
of advanced technology facilities
Cleanroom technology and
controlled environments
Process technology experts in
high technology industries
2. What M+W
specially provides
Best-value solutions
tailored to our customer‘s needs
Supporting
time-to-market
Enabling return on investments
(“on time & in budget”)
Managing risk
of our customers
1. Why M+W adds
value to its customers
Danish Suppliers should look to global markets in both product + services
© M+W Group I March 2017 14
M+W Markets
Data Center
Data Center
Life Sciences
& Chemicals
Pharmaceutical & Health
Food & Nutrition
Consumer Goods
Chemicals
Advanced
Technology
Facilities
Semiconductor
Photovoltaic
Displays
Batteries
Cleanroom
Technologies
& Controlled
Environments
Air Handling Units
Filter Fan Units
Cleanroom Products
Analytical Laboratory
A brief overview of M+W Group
© M+W Group I March 2017 15
M+W Worldwide
Present in 30+
countries
Close to our customers
with 100+ offices
A workforce of 5,500+
dedicated employees
1,300
AMER
2,200
EMEA
2,000
APAC
Global Headquarters
Regional Headquarters
Office
Project Office
Thank you for you attention
www.mwgroup.net