TEASER DATA CENTRE SUPPLY REPORT SERIESstructureresearch.net/wp-content/uploads/2015/11/DCS_Singapore_07... · Malaysia Colocation Market: SWOT Analysis 44 ... Local telco Singtel

© Copyright Structure Research 2015 JULY 2015 | 1

© Copyright Structure Research 2015

TEASER

DATA CENTRE SUPPLYREPORT SERIESMarket: Singapore

© Copyright Structure Research 20152 | JULY 2015

Executive Summary 3

Key Takeaways & Trends 4

Singapore Colocation: Metric Takeaways 5

List of Companies Covered 6

Singapore Colocation Market Size, 2014-2016 7

Singapore Colocation Market: SWOT Analysis 8

Singapore Colocation Leaderboards: Provider Rankings 9

Singapore Data Centre Supply Charts 10-11

- Rack Sqft Market Share 10

- Critical MW Market Share 10

- Rack Capacity Market Share 11

- Data Centre Utilization Projections, 2014-2016 11

- Colocation Reseller Capacity 11

Green Data Centre Trends 12

Rack Capacity & Space Utilization Projections, 2014-2016 13

Critical MW & Power Utilization Projections, 2014 -2016 14

Colocation Market Size Projections, 2014-2016 15

Singapore Colocation Provider List 16

New Market Entrants & Low-profile Smaller Players 17

Singapore Colocation Data Centre List - Operational Facilities & New Builds

18

New Operational Data Centres, 2014-2015 19

Data Centre Expansions 20

Singapore Colocation Reseller List 21

Singapore Data Centre Distribution 22

Singapore Emerging as an Alternative Gateway into China

23

Singapore Pipeline, New Builds 24

Data Table & Charts: Singapore Data Centre Pipeline 25

Future Expansions & New Builds 26

Operational Data Centres, Regional Distribution 27

Cloud Providers Setting Up Cloud Nodes in Singapore 28

Rack Sqft, Regional Distribution 29

Rack Sqft Regional Distribution Projections, 2014-2016 30

Rack Capacity, Regional Distribution 31

Rack Capacity Regional Distribution Projections, 2014-2016

32

Critical MW, Regional Distribution 33

Critical MW Regional Distribution Projections, 2014-2016 34

Colocation Revenue, Regional Distribution 35

Colocation Revenue Regional Distribution Projections, 2014-2016

36

Singapore Colocation Market: Growth Data Points 37

Singapore Regional Overview - East Region 38-39

Singapore Regional Overview - West Region 40-41

Singapore Regional Overview - North Region 42-43

Malaysia Colocation Market: SWOT Analysis 44

Malaysia Data Centre Activity 45

Is Johor Becoming the New Jersey Data Centre Hub of Asia?

46

Definitions 47-49

Methodology 50-51

Data Table: Level of Confidence 52

About the Authors 53

Disclosures 54

Table of Contents


Executive SummaryExecutive Summary

Singapore has quickly become arguably the most attractive data centre market in the Asia-pacific region. The city-state features a ro-bust network infrastructure, diverse connectivity to major Asia-pacific markets and a welcoming business-friendly environment backed by a stable political landscape. For all these reasons, Singapore has long been the primary connectiv-ity hub of Southeast Asia and that has evolved – very naturally - into primacy in data centre infrastructure. But it is the position of Singapore as a global commercial, financial and transportation hub that has taken things to the next level. Organiza-tions based across Asia are setting up regional headquarters in Singapore and those in the US and Europe are following closely behind. This has created multiple pipelines of demand that have pushed forward continued network and infrastructure expansion. In recent years, Singapore has also begun to emerge as a plausible alternative to Hong Kong as a gateway to the burgeoning Chinese market. There have been an increasing number of pro-viders working towards a China-Singapore foot-print as organizations look to serve the Chinese market and as China-based companies consider expanding infrastructure outside of China. At the same time, Singapore has become almost the default jumping-off point of choice for hosting and cloud infrastructure providers looking to set up a footprint in the Asia-pacific region. The colocation market in Singapore has benefit-ed handsomely from these drivers and out-sourcing is a trend that shows no sign of slowing down. But there are constraints. The market is

maturing and the competitive landscape is tight-ening. All this has brought growth rates down a notch. But despite these shifting market condi-tions, there is little doubt that the overall trajec-tory remains in line and the pipeline of builds and investments being made – and tracked in this report - are clear indicators of overall sector health. This report takes a close look at the size, growth trajectory and supply and demand dynamics of the Singapore colocation market. The market was worth nearly $1b in 2014 and is projected to grow in the low double-digit percent range in 2015 and 2016. We track supply and demand from both a space and power perspective and size the market on both an aggregated and sub-regional basis. This report is an excellent resource for any service provider, investor or enterprise end user looking to understand and project the data centre market in Singapore or find a service provider.

CONTACT INFORMATION

Philbert ShihManaging [email protected]: +1 647 822 1404

@phils88888 @phils88888

Jabez TanSenior [email protected]: +1 240 477 9433

@simplyjabez @jabeztan87

Key Takeaways & Trends


The Singapore colocation market is worth US$963m and projected to grow 13% y/y in 2015.

Growth in data centre critical power consumption is projected to outpace space utilization growth over the next two years.

Utilization of available inventory is 78% from a space perspective and 60% from a power perspective.

There are 44 unique data centre colocation facilities in Singapore with the majority located in the East region.

Singapore is emerging as an alternative gateway to Hong Kong for entering the Chinese market.

Local telco Singtel is the colocation market leader in Singapore with just over 17k racks of data centre capacity across eight data centres. Singtel holds 31% of the total Singapore market share.


Singapore Colocation: Metric Takeaways

RESELLERCAPACITY

ACTUALPHYSICALCAPACITY

MARKET SQFT OCCUPANCY: CURRENT CAPACITY

AVAILABLE CAPACITY

OCCUPIED CAPACITY

489,89775.4% UTILIZATION1,503,403

OCCUPIED CAPACITY

75.5% UTILIZATION117,655

AVAILABLE CAPACITY38,251

TOTAL1,993,300

TOTAL155,906

75.4%DATA CENTRE CAPACITY

UTILIZATION 1,503,403UTILIZED

1,993,300TOTAL

77.9%RACK CAPACITY

UTILIZATION

60.0%CRITICAL LOAD CAPACITY

UTILIZATION

RACK OCCUPANCY: CURRENT CAPACITY

AVAILABLE CAPACITY

OCCUPIED CAPACITY

12,20777.9% UTILIZATION43,091

OCCUPIED CAPACITY



RESELLERCAPACITY


TOTAL55,298

TOTAL5,513

43,091UTILIZED

55,298TOTAL

CRITICAL MW DRAWN: CURRENT CAPACITY

AVAILABLE CAPACITY

OCCUPIED CAPACITY

84.560.0% UTILIZATION126.7

OCCUPIED CAPACITY

60.6% UTILIZATION11.5

AVAILABLE CAPACITY7.5

RESELLERCAPACITY


TOTAL211.1

TOTAL19.0

126.7UTILIZED

211.1TOTAL

139AVG FLOOR

DENSITYWATTS/SQFT

4.5AVG POWER

DENSITY kW/rack

US$963MCOLOCATION REVENUEGENERATED IN 2014

US$1,700REVENUE GENERATEDPER RACK PER MONTH

US$700-3,700PRICE RANGEPER RACK PER MONTH

16-20¢ (USD)

PRICE OF POWER20-25¢ (SGD)

PER kWh

15% CAGRPROJECTED REVENUE GROWTH, 2014-2016


L IST OF COMPANIES COVERED IN THIS REPORT

1-Net ICONZ-Webvisions Signetique

AIMS Group Internap Network Services Singapore Exchange (SGX)

Alternative Networks IO Singtel

Ascenix IT Works Interactive Sparkstation

AT&T iVisions Global ST Electronics (Data Centre Solutions)

AWAN Data Centre KDDI Telehouse ST Telemedia

BT Group Keppel Data Centres Starhub

CenturyLink Kingsland Data Centre Strateq

China Telecom KVH Tata Communications

CyrusOne M1 Telin Singapore

Digital Realty Trust NewMedia Express T-Systems (Deutsche Telekom)

Epsilon Telecom NTT Communications Verizon Enterprise Solutions

Equinix OSINet ViewQuest

Fujitsu Pacnet (Telstra) Vodien

Global Switch Racks Central WebSatMedia

HostSG SecureAX Wired-Media Pte Ltd

XBT Holdings (8 to Infinity)


2014 2015 2016

$963.2

$1,089.8

$1,265.3

13% 16%

SINGAPORE COLOCATION MARKET SIZE( IN US$ MILLION)

2-YEAR CAGR: 15%

GROWTH GROWTH


Singapore Colocation Leaderboards

RANK COMPANY

1 Singtel

2 Equinix

3 Global Switch

4 Keppel Data Centres

5 Digital Realty Trust

6 IO

7 1-Net

8 NTT Communications

9 ST Electronics (PM-B)

10 Tata Communications

RANK COMPANY

1 Singtel

2 Equinix




6 Global Switch

7 IO



10 1-Net

RANK COMPANY

1 Singtel

2 Equinix




6 Global Switch


8 IO


10 1-Net

RACK SQFT LEADERBOARD CRITICAL MW LEADERBOARD RACK CAPACITY LEADERBOARD

RANK COMPANY 2014 COLOCATION REVENUE* (USD) MARKET SHARE*

1 Singtel $422m asd 43.9%

2 Equinix $182m 18.9%

3 Global Switch $58m 6.1%

4 Keppel Data Centres $50m 5.2%

5 Digital Realty Trust $46m 4.8%

*STRUCTURE RESEARCH ESTIMATES


RACK SQFT CAPACITY: MARKET SHARE MARKET SQFT OCCUPANCY: CURRENT CAPACITY

OTHER PROVIDERS530,547

DIGITAL REALTY TRUST143,344

IO158,375

KEPPEL DATA CENTRES166,462

GLOBAL SWITCH171,297

EQUINIX218,275

SINGTEL605,000

30%

11%

9%8%

8%

7%

27%

RACK SQFT. CAPACITY: MARKET SHARE

TOTAL1,993,300TOTAL 1,993,300

TOTAL CRITICAL MW CAPACITY: MARKET SHARETOTAL CRITICAL MW CAPACITY: MARKET SHARE

35%

11%

11%

9%

6%

6%

5%

17%

SINGTEL74.3

EQUINIX23.6

DIGITAL REALTY TRUST18.1

NTT COMMUNICATIONS13.4

GLOBAL SWITCH12.0

IO11.2

KEPPEL DATA CENTRES22.4

OTHER PROVIDERS36.1

TOTAL211.1

TOTAL 211.1


RESELLERCAPACITY



AVAILABLE CAPACITY

OCCUPIED CAPACITY

489,89775.4% UTILIZATION1,503,403

OCCUPIED CAPACITY



TOTAL1,993,300

TOTAL155,906

RESELLERCAPACITY



AVAILABLE CAPACITY

OCCUPIED CAPACITY

489,89775.4% UTILIZATION1,503,403

OCCUPIED CAPACITY



TOTAL1,993,300

TOTAL155,906

TOTAL 1,993,300

TOTAL 155,300


AVAILABLE CAPACITY

OCCUPIED CAPACITY


OCCUPIED CAPACITY



RESELLERCAPACITY


TOTAL211.1

TOTAL19.0


AVAILABLE CAPACITY

OCCUPIED CAPACITY


OCCUPIED CAPACITY



RESELLERCAPACITY


TOTAL211.1

TOTAL19.0

TOTAL 211.1

TOTAL 19.0


RACK CAPACITY: MARKET SHARE RACK OCCUPANCY: CURRENT CAPACITY

UTILIZATION TREND

RACK CAPACITY: MARKET SHARE

31%

16%

8%8%

6%

6%

4%

4%

17%

SINGTEL17,286

EQUINIX8,731

DIGITAL REALTY TRUST4,289

NTT COMMUNICATIONS3,500

ST ELECTRONICS (DATA CENTRE SOLUTIONS)

2,143

IO2,142

KEPPEL DATA CENTRES4,525

OTHER PROVIDERS9,256

TOTAL55,298

GLOBAL SWITCH3,426

TOTAL 55,298


AVAILABLE CAPACITY

OCCUPIED CAPACITY

12,20777.9% UTILIZATION43,091

OCCUPIED CAPACITY



RESELLERCAPACITY


TOTAL55,298

TOTAL5,513


AVAILABLE CAPACITY

OCCUPIED CAPACITY

12,20777.9% UTILIZATION43,091

OCCUPIED CAPACITY



RESELLERCAPACITY


TOTAL55,298

TOTAL5,513

TOTAL 55,298

TOTAL 5,513

UTILIZATION (POWER)

UTILIZATION (RACKS)

201620152014

UTILIZATION TREND

77.9% 81.5% 85.5%

60.0%67.1%

74.7%

UTILIZATION (POWER)

UTILIZATION (RACKS)

201620152014

UTILIZATION TREND

77.9% 81.5% 85.5%

60.0%67.1%

74.7%


SINGAPORE RACK CAPACITY AND UTILIZATION:

2-YEAR PROJECTIONSSINGAPORE RACK CAPACITY AND UTILIZATION: 2 YEAR PROJECTIONS

AVAILABLE CAPACITY

LEASED CAPACITY

2016

2015

2014

43,091 12,207

47,830

55,004

10,848

9,324

TOTAL55,298

TOTAL58,678

TOTAL64,3289.6% GROWTH

6.1% GROWTH

TOTAL RACK CAPACITY

TOTAL RACK CAPACITY

2-YR CAGR8.0%


SINGAPORE CRITICAL MW CAPACITY AND UTILIZATION:

2-YEAR PROJECTIONS

AVAILABLE CAPACITY

LEASED CAPACITY

2016

2015

2014

126.7 84.5

147.0

180.4

72.1

61.2

TOTAL211.1

TOTAL219.1

TOTAL241.610.3% GROWTH

3.8% GROWTH

TOTAL CRITICAL MW CAPACITY

TOTAL CRITICAL MW CAPACITY

2-YR CAGR7.0%

SINGAPORE CRITICAL MW CAPACITY & UTILIZATION: 2 YEAR PROJECTIONS


SINGAPORE COLOCATION MARKET SIZE:

2-YEAR PROJECTIONS

(IN US$ MILLION)

POTENTIAL ADDITIONAL REVENUE

MARKET SIZE

2016

2015

2014

$963 $305

$1,090

$1,261

$278

$219

TOTAL$1,269

TOTAL$1,368

TOTAL$1,4808.2% GROWTH

7.8% GROWTH

TOTAL COLOCATION REVENUE

TOTAL COLOCATION REVENUE

2-YR CAGR8.0%

SINGAPORE COLOCATION MARKET SIZE: 2 YEAR PROJECTIONS


SINGAPORE DATA CENTRE DISTRIBUTION

DATA CENTRE CLUSTER:TAI SENG / UBI

DATA CENTRES

DATA CENTRE CLUSTER:CHAI CHEE

DATA CENTRES

DATA CENTRE CLUSTER:AYER RAJAH / SCIENCE PARK

DATA CENTRES

DATA CENTRE CLUSTER:INTERNATIONAL BUSINESS

PARK (JURONG EAST)

DATA CENTRES7

711

6

EAST

NORTH

WEST


SINGAPORE PIPELINE - NEW BUILDS

2014

2015

2016

UNCONFIRMED

EAST

NORTH

WEST

COMPANY NAME YEAR DATA CENTRE NAME LOCATIONAWAN Data Centre Unconfirmed ADC 1 Tuas Avenue 4Global Switch Unconfirmed Global Switch Singapore 2 WoodlandsKeppel Data Centres 2014 Keppel Datahub 2 27 Tampines St. 92Pacnet 2014 SGCS2 110 Paya LebarRacks Central 2014 RC1 23 Tai Seng Dr.Digital Realty Trust 2015 3 Loyang Way 3 Loyang WayEquinix 2015 SG3 26A Ayer Rajah CrescentKingsland Data Centre 2015 Kingsland Data Center Sunview WayStarhub 2016 MediaHub One-NorthST Telemedia 2016 ST Telemedia Defu Lane 1Telin Singapore 2016 Telin-3 Data Centre Park, Jurong1-Net 2016 1-Net North 2 Marsiling Ln.


AWAN KINGSLAND

TELIN

EQUINIX

RACKS CENTRAL

PACNET

KEPPEL

DRT

STT

1-NET

GLOBALSWITCH

STARHUB

24 | JULY 2015

JULY 2015 | 25

SINGAPORE COLOCATION DATA CENTRE PIPELINE

RACK SQFT

EXPANSIONNEW BUILD

260,000245,000

105,000

50,000

59,000

2015 2016 UNCONFIRMED

RACK SQFT


CRITICAL MW

EXPANSIONNEW BUILD

2015 2016 UNCONFIRMED

49.5

14.4

21.7

6.4

8.3

CRITICAL MW

COMPANY REGION DC NAME RACK SQFT CABINETS CRITICAL MW TYPE TARGET DATEUNCONFIRMED

AWAN Data Centre West AWAN DC 100,000 2,500 7.5 New Build TBD

Total Unconfirmed 100,000 2,500 7.5

NEWLY OPERATIONAL

Racks Central East RC1 35,000 800 2.0 Retrofit Q4 2014

Equinix West SG3 25,000 1,000 4.0 New Build Q1 2015

Total Operational 60,000 1,800 6.0

CONFIRMED

Digital Realty Trust West 29A IBP 18,000 600 3.0 Expansion Q3 2015

Equinix West SG2 11,000 440 1.3 Expansion Q3 2015

Racks Central West RC2 6,000 200 1.0 Leased Q4 2015

Kingsland Data Center West Kingsland DC 60,000 2,400 7.2 New Build Q4 2015

Keppel Data Centres East Datahub 2 30,000 1,000 4.0 Expansion Q4 2015

Digital Realty Trust East 3 Loyang Way 20,000 800 3.2 New Build Q4 2015

Equinix West SG3 50,000 2,000 6.4 Expansion Q1 2016

1-Net North 1-Net North 90,000 3,000 2.5 New Build Q1 2016

Starhub West MediaHub 30,000 1,000 3.0 New Build Q1 2016

ST Telemedia East ST Telemedia 90,000 3,000 12.0 New Build Q2 2016

Telin Singapore West Telin-3 35,000 1,400 4.2 New Build Q4 2016

Global Switch North Singapore 2 160,000 4,000 42.0 New Build TBD

Total Confirmed 600,000 19,840 89.8




DATA CENTRE COLOCATION CAPACITY: REGIONAL DISTRIBUTION

OPERATIONAL DATA CENTRES

TOTAL: 44 (AS OF Q2 2015)

58%1,145,238

RACK SQFT

25%506,324

RACK SQFT

DATA CENTRE COLOCATION CAPACITY: REGIONAL DISTRIBUTIONOPERATIONAL DATA CENTRES


59%26

30%13

11%5

17%341,738

RACK SQFT

DATA CENTRE COLOCATION CAPACITY: REGIONAL DISTRIBUTIONRACK SQFT

2014 TOTAL: 1,933,300 RACK SQFT

58%1,145,238

RACK SQFT

25%506,324

RACK SQFT



59%26

30%13

11%5

17%341,738

RACK SQFT



58%1,145,238

RACK SQFT

25%506,324

RACK SQFT



59%26

30%13

11%5

17%341,738

RACK SQFT



11%

59%30%

NORTH5 DATA CENTRES

WEST13 DATA CENTRES

EAST26 DATA CENTRES



RACK SQFT


58%1,145,238

RACK SQFT

25%506,324

RACK SQFT



59%26

30%13

11%5

17%341,738

RACK SQFT



58%1,145,238

RACK SQFT

25%506,324

RACK SQFT



59%26

30%13

11%5

17%341,738

RACK SQFT



58%1,145,238

RACK SQFT

25%506,324

RACK SQFT



59%26

30%13

11%5

17%341,738

RACK SQFT



17%

58%25%

NORTH341,738 RACK SQFT

WEST506,324 RACK SQFT

EAST1,145,238 RACK SQFT


SINGAPORE: RACK SQFT PROJECTIONSSINGAPORE: RACK SQFT. PROJECTIONS

1,145,238 1,147,704 1,207,704

506,324591,324

672,074341,738

341,738

350,738

T O T A L1 , 9 9 3 , 3 0 0

T O T A L2 , 0 8 0 , 7 6 5

T O T A L2 , 2 3 0 , 5 1 5

+2,465SQFT

+60,000SQFT

+85,000SQFT

+80,750SQFT

+9,000SQFT

EAST WEST NORTH

2 0 1 4 2 0 1 5 2 0 1 6

SINGAPORE: RACK SQFT. PROJECTIONS

1,145,238 1,147,704 1,207,704

506,324591,324

672,074341,738

341,738

350,738

T O T A L1 , 9 9 3 , 3 0 0

T O T A L2 , 0 8 0 , 7 6 5

T O T A L2 , 2 3 0 , 5 1 5

+2,465SQFT

+60,000SQFT

+85,000SQFT

+80,750SQFT

+9,000SQFT

EAST WEST NORTH

2 0 1 4 2 0 1 5 2 0 1 6



RACK CAPACITY

2014 TOTAL: 55,298 RACKS

58%1,145,238

RACK SQFT

25%506,324

RACK SQFT



59%26

30%13

11%5

17%341,738

RACK SQFT



58%1,145,238

RACK SQFT

25%506,324

RACK SQFT



59%26

30%13

11%5

17%341,738

RACK SQFT



15%

54%

NORTH8,101 RACKS

WEST17,165 RACKS

EAST30,031 RACKS

58%1,145,238

RACK SQFT

25%506,324

RACK SQFT



59%26

30%13

11%5

17%341,738

RACK SQFT



31%


SINGAPORE: RACK PROJECTIONSSINGAPORE: RACK PROJECTIONS

30,031 30,131 32,431

17,165

20,445

23,4958,101

8,101

8,401T O T A L5 5 , 2 9 8

T O T A L5 8 , 6 7 8

T O T A L6 4 , 3 2 8

+100RACKS

+2,300RACKS

+3,280RACKS

+3,050RACKS

+300RACKS

EAST WEST NORTH

2 0 1 4 2 0 1 5 2 0 1 6


1,145,238 1,147,704 1,207,704

506,324591,324

672,074341,738

341,738

350,738

T O T A L1 , 9 9 3 , 3 0 0

T O T A L2 , 0 8 0 , 7 6 5

T O T A L2 , 2 3 0 , 5 1 5

+2,465SQFT

+60,000SQFT

+85,000SQFT

+80,750SQFT

+9,000SQFT

EAST WEST NORTH

2 0 1 4 2 0 1 5 2 0 1 6



CRITICAL POWER CAPACITY

2014 TOTAL: 211.1 MW

58%1,145,238

RACK SQFT

25%506,324

RACK SQFT



59%26

30%13

11%5

17%341,738

RACK SQFT



58%1,145,238

RACK SQFT

25%506,324

RACK SQFT



59%26

30%13

11%5

17%341,738

RACK SQFT



18%

56%

NORTH37.8 MW

WEST54.8 MW

EAST118.5 MW

58%1,145,238

RACK SQFT

25%506,324

RACK SQFT



59%26

30%13

11%5

17%341,738

RACK SQFT



26%


SINGAPORE: CRITICAL MW PROJECTIONSSINGAPORE: CRITICAL MW PROJECTIONS

118.5 118.8 127.2

54.862.6

75.5

37.8

37.8

39.0T O T A L

2 1 1 . 1

T O T A L2 1 9 . 1

T O T A L2 4 1 . 6

+0.3 MW +8.4 MW

+7.7 MW +12.9 MW

+1.2 MW

EAST WEST NORTH

2 0 1 4 2 0 1 5 2 0 1 6


1,145,238 1,147,704 1,207,704

506,324591,324

672,074341,738

341,738

350,738

T O T A L1 , 9 9 3 , 3 0 0

T O T A L2 , 0 8 0 , 7 6 5

T O T A L2 , 2 3 0 , 5 1 5

+2,465SQFT

+60,000SQFT

+85,000SQFT

+80,750SQFT

+9,000SQFT

EAST WEST NORTH

2 0 1 4 2 0 1 5 2 0 1 6



COLOCATION REVENUE (IN US$)

2014 TOTAL: $963M

58%1,145,238

RACK SQFT

25%506,324

RACK SQFT



59%26

30%13

11%5

17%341,738

RACK SQFT



59%

NORTH$83M

WEST$310M

EAST$571M

58%1,145,238

RACK SQFT

25%506,324

RACK SQFT



59%26

30%13

11%5

17%341,738

RACK SQFT



32%58%

1,145,238RACK SQFT

25%506,324

RACK SQFT



59%26

30%13

11%5

17%341,738

RACK SQFT



9%


SINGAPORE: REVENUE PROJECTIONS(IN US$ MILLIONS)

2014-2016 CAGR:20%

2014-2016 CAGR:16%

SINGAPORE: CRITICAL MW PROJECTIONS

$571.1634.7

$732.2

$309.6

$356.3

$413.5

$82.6

$98.8

$119.5

T O T A L$ 9 6 3 . 2

T O T A L$ 1 , 0 8 9 . 8

T O T A L$ 1 , 2 6 5 . 3

EAST WEST NORTH

2 0 1 4 2 0 1 5 2 0 1 6

2014-2016 CAGR:13%

WEST

EAST

NORTH


1,145,238 1,147,704 1,207,704

506,324591,324

672,074341,738

341,738

350,738

T O T A L1 , 9 9 3 , 3 0 0

T O T A L2 , 0 8 0 , 7 6 5

T O T A L2 , 2 3 0 , 5 1 5

+2,465SQFT

+60,000SQFT

+85,000SQFT

+80,750SQFT

+9,000SQFT

EAST WEST NORTH

2 0 1 4 2 0 1 5 2 0 1 6

SINGAPORE2014-2016 CAGR: 15%


1,145,238 1,147,704 1,207,704

506,324591,324

672,074341,738

341,738

350,738

T O T A L1 , 9 9 3 , 3 0 0

T O T A L2 , 0 8 0 , 7 6 5

T O T A L2 , 2 3 0 , 5 1 5

+2,465SQFT

+60,000SQFT

+85,000SQFT

+80,750SQFT

+9,000SQFT

EAST WEST NORTH

2 0 1 4 2 0 1 5 2 0 1 6


1,145,238 1,147,704 1,207,704

506,324591,324

672,074341,738

341,738

350,738

T O T A L1 , 9 9 3 , 3 0 0

T O T A L2 , 0 8 0 , 7 6 5

T O T A L2 , 2 3 0 , 5 1 5

+2,465SQFT

+60,000SQFT

+85,000SQFT

+80,750SQFT

+9,000SQFT

EAST WEST NORTH

2 0 1 4 2 0 1 5 2 0 1 6

8 0 / 2 0

5 5 / 4 58 0 / 2 06 0 / 4 0

5 5 / 4 5

4 5 / 5 5

8 5 / 1 5 7 0 / 3 0

7 5 / 2 5

8 5 / 1 59 0 / 1 0

7 0 / 3 0

59%26 OPERATIONAL

DATA CENTRES

8 0 / 2 0

5 5 / 4 58 0 / 2 06 0 / 4 0

5 5 / 4 5

4 5 / 5 5

8 5 / 1 5 7 0 / 3 0

7 5 / 2 5

8 5 / 1 59 0 / 1 0

7 0 / 3 0

59%OF TOTAL SINGAPORE MARKET

1,145,238 RACK SQFT

80/20

55/45 80/20 60/40

55/45

45/55

85/1570/30

75/25

85/15 90/10

70/30


80

/20

55

/45

80

/20

60

/40

55

/45

45

/55

85

/15

70

/30

75

/25

85

/15

90

/10

70

/30

80%OCCUPIED ON A SQFT BASIS

SQFT

COMPANY DATA CENTRE NAME SUB AREA1-Net 1-Net East 1 Chai Chee

1-Net 1-Net East 2 Chai Chee

AT&T 1-Net East

Ascenix Ascenix IDC Kallang

Newmedia Express Ascenix IDC

Wired-Media Pte Ltd Ascenix IDC

Centurylink Technology Solutions SG8 Tai Seng

Epsilon Telecom Global Hubs - Singapore Lorong Chuan

Pacnet SGDS3

OSINet Global Hubs - Singapore

HostSG Global Hubs - Singapore

Global Switch Global Switch Singapore Tai Seng

China Telecom Global Switch Singapore

Alternative Networks Global Switch Singapore

NTT Communications NTT Tai Seng

Pacnet SGDS1

Telin Singapore Telin SG2

Tata Communications Global Switch Singapore

KDDI Telehouse Telehouse Singapore Chai Chee

Internap Network Services SIN003

Keppel Data Centres Keppel Datahub 1 T25 Tampines

Keppel Data Centres Keppel Datahub 2

iVisions Global DC1 MacPherson

Pacnet (Telstra) SGCS1 Changi

Pacnet (Telstra) SGCS2 MacPherson

AIMS Group SGCS2

ICONZ-Webvisions SGCS2

Racks Central RC1 Tai Seng

T-Systems (Deutsche Telekom) RC1

Singtel KCTC-1 Tai Seng

Singtel KCTC-2 Tai Seng

Singtel Comcentre III Building Somerset

HostSG Comcentre III Building

Singtel NCS Bedok Bedok

Singtel Telepark Tampines

Fujitsu Telepark

ST Electronics (PM-B) The Fort Tampines

Fujitsu FeDC @ The Fort

Starhub NC CO1 - Tai Seng Tai Seng

Vodien NucleusConnect

Starhub CO2 - Tai Seng MacPherson

Starhub CO3 - Kaki Bukit Bedok

Strateq Strateq Data Centre Chai Chee

OSINet Strateq Data Centre

Tata Communications TCX Tai Seng

Telin Singapore Telin SG1 Changi

Vodien Telin SG1

SecureAX Telin SG1

XBT Holdings (8 To Infinity) Telin SG1

WebSatMedia Chai Chee Chai Chee

BT Group Chai Chee

Digital Realty Trust *NEW BUILD* 3 Loyang Way Loyang

ST Telemedia *NEW BUILD* ST Telemedia Tai Seng

59%30,031 RACK/

CABINET CAPACITY

80/20

55/45 80/20 60/40

55/45

45/55

85/1570/30

75/25

85/15 90/10

70/30


8 0 / 2 0

5 5 / 4 58 0 / 2 06 0 / 4 0

5 5 / 4 5

4 5 / 5 5

8 5 / 1 5 7 0 / 3 0

7 5 / 2 5

8 5 / 1 59 0 / 1 0

7 0 / 3 0

79%OCCUPIED ON A RACK CAPACITY BASIS

RAC

KS

118.5 MW CRITICAL IT LOAD CAPACITY

80/20

55/45

80/20

60/40

55/45

45/55

85/15

70/30

75/25

85/15

90/10

70/30


59%POWER DRAWN ON A CRITICAL

MW BASIS

POW

ER

$571M OF GENERATED

COLOCATION REVENUE

8 0 / 2 0

5 5 / 4 58 0 / 2 06 0 / 4 0

5 5 / 4 5

4 5 / 5 5

8 5 / 1 5 7 0 / 3 0

7 5 / 2 5

8 5 / 1 59 0 / 1 0

7 0 / 3 0


EAST

REVE

NU

E

80

/20

55

/45

80

/20

60

/40

55

/45

45

/55

85

/15

70

/30

75

/25

85

/15

90

/10

70

/30


TRUE CAPACITY 2014 2015 2016

Critical MW 7.9 8.2 8.3

Critical MW Drawn 5.4 6.4 7.3

Critical MW Utilization (%) 69% 77% 88%

RESELLER CAPACITY

Rack sqft 76,493

Leased rack sqft 60,157

Sqft utilization (%) 79%


Rack Capacity 2,632 2,753 2,769

Racks Leased 2,070 2,296 2,539

Rack Utilization (%) 79% 83% 92%

TRUE CAPACITY 2014

Critical MW 118.5 118.8 127.2

Critical MW Drawn 69.7 80.2 97.0

Critical MW Utilization (%) 59% 68% 76%

TRUE CAPACITY

Rack sqft 1,145,238

Leased rack sqft 910,339

Sqft utilization (%) 80%


Rack Capacity 30,031 30,131 32,431

Racks Leased 23,670 25,374 28,541

Rack Utilization (%) 79% 84% 88%

EASTREGION

201620152014

$571.1 $634.7 $732.2

11.1%GROWTH

15.4%GROWTH

EAST

WEST

NORTH

201620152014

$309.6$356.3

$413.5

15.1%GROWTH

16.1%GROWTH

201620152014

$82.6$98.8

$119.5

19.6%GROWTH

21.0%GROWTH

MARKETREVENUE

Jabez Tan is a Senior Analyst with Structure Research, an independent Toronto-based research and consulting firm devoted to the hosting, colocation and cloud infrastructure services market.

Mr. Tan is based in San Francisco, California, and his coverage focuses on the data centre infrastructure market - primarily retail and wholesale colocation providers but also modular data centre, managed hosting and cloud infrastructure companies.

Mr. Tan is responsible for coverage of the Asia-Pacific region and leads the building of Structure Research’s proprietary market share data. Prior to joining Struc-ture Research, Mr. Tan was a Research Analyst for the quantitative services team at Tier1 Research and later parent company 451 Research.

In this role, he assisted in the development and main-tenance of the company’s market sizing and other quantitative services deliverables with an emphasis on the Internet infrastructure sectors, including co-location, managed hosting and cloud infrastructure. Other areas of coverage include data centre technol-ogy vendors and modular data centres.

Mr. Tan holds a BSc in Aerospace Engineering from the University of Maryland, College Park. He was also a platoon sergeant in the Singapore Armed Forces and is fluent in Mandarin Chinese.

Philbert Shih is the Founder and Managing Director of Structure Research, an independent research and consulting firm devoted to the hosting and cloud infrastructure services market. Mr. Shih has covered the hosting infrastructure space for over a decade. Prior to founding Structure Research, Mr. Shih was the first hosting analyst hired after Tier1 Re-search was sold to The 451 Group (2005) and spent six years as Senior Analyst for Hosting. In this role, Mr. Shih helped launch Tier1’s coverage of hosting in international markets and was the lead and contrib-uting author to all of the company’s quarterly and bi-annual hosting infrastructure sector reports.

Prior to joining Tier1 Research, Mr. Shih spent more than four years covering the web hosting industry – three of them as Senior Staff Writer for The Web Host Industry Review’s online and print publications. At theWHIR, Mr. Shih covered companies in the consumer, SMB and enterprise hosting, cloud and colocation segments.

Mr. Shih’s coverage in the sector is global in scope and extends across the broader Internet infra-structure value chain – including companies in the SaaS and automation software markets. Mr. Shih is a regular speaker at industry events and has been quoted in various publications such as theWHIR.com, The Globe and Mail, Computerworld, InfoWorld, Bizjournals, eWeek, The Houston Chronicle, The Deal and The E-commerce Times. Mr. Shih holds an MA in Political Science from the University of British Columbia with a specialization in political-economic development.

About the Authors

Jabez TanSenior [email protected]

Philbert ShihManaging [email protected]



Disclosures

About Structure Research

Structure Research is an independent research and consulting firm with a special focus on the hosting and cloud segments within the Internet infrastructure market. We are devot-ed to understanding, tracking and projecting the future of hosting and cloud infrastructure service provid-ers. Managing Director Philbert Shih founded Structure Research in Sep-tember 2011.

Structure Research works with ser-vice providers, vendors, institutional investors, venture capital firms and IT users as a research and advisory partner. Our subscription-based rev-enue model includes regular opinion and analysis, company, trend and topic reports, financial models, online databases containing market analytics and consulting services. The company has three associates and is based in Toronto, Canada, with offices in San Francisco, CA, Miami, FLA, and Co-logne, Germany.

For information about our services please email us at: [email protected]

Important Disclosures

The opinions, forecasts, and recommendations con-tained in this report are those of the analyst prepar-ing the report and are based upon the information available to them as of the date of the report.

The analysts are basing their opinions upon informa-tion they have received from sources they believe to be accurate and reliable. The completeness and/or accuracy is neither implied nor guaranteed. The opin-ions and recommendations are subject to change without notice.

The report is provided to clients of Structure Re-search for informational purposes only and is not an offer or a solicitation for the purchase or sale of any financial instrument. No part of this material may be (i) copied, photocopied or duplicated in any form by any means or (ii) redistributed without Structure Research’s prior written consent.

Analyst Certification: We, Jabez Tan and Philbert Shih, hereby certify that the views expressed in the fore-going research report accurately reflect our personal views about the subject securities and issue(s) as of the date of this report. We further certify that no part of our compensation was, is, or will be directly, or indirectly, related to the specific recommendations or views contained in this research report.

We do not own any shares in companies mentioned in this report, unless otherwise indicated with a #.

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