英国のデータセンター建設市場の分析

目次

Abstract

INTRODUCTION and OVERVIEW

AMA Research has published the 1st Edition of a brand new report, "Data Centre Construction Market - UK 2011-2015", which attempts to quantify the construction market for data centres and provide a comprehensive review of the structure and performance of the market in 2011 and beyond.

Key issues analysed include:

• Market Structure
• Data Centre Operators
• Modular Construction
• Legislation & Regulations
• Energy Efficiency Requirements
• Government Investment and Strategy
• The Server Market
• Impact of Cloud Computing and Virtualisation technology
• Key Product Sectors

This unique report answers the need for both a quantitative and qualitative analysis of the data centre construction sector and represents an invaluable guide to the overall market for sales and marketing professionals involved in the construction, electrical or IT contracting industries. Focusing on market size and trends, important market influences, key end use sectors and future prospects, the report is comprehensive, informative and will facilitate operational and strategic decision-making processes.

Growth in the market for data centre construction had been strong in the years leading up to 2008, though was negatively affected by the global economic crisis during 2008 and 2009, but saw an upturn in 2010 due to a release of pent up demand, with estimates for 2011 for slightly lower growth.

Key drivers for growth include growing online activity, the growth in cloud based services, an increasing focus on whole life cost and energy efficiency, the development of modular solutions and an increase in outsourcing among smaller businesses. Factors likely to restrict growth in the medium term include a lack of suitable sites, difficulties in obtaining planning and finance for data centre projects, the implementation of virtualisation technology and a trend towards consolidation.

The current outlook for the market over the medium term is positive, with the shortage of modern and efficient data centre space experienced at present expected to drive both newbuild and replacement activity for the foreseeable future.

Areas of particular interest include:

• Government strategy and the impact of the government's planned consolidation.
• Analysis of the key client sectors.
• Key legislation and regulations affecting the market.
• Review of the commercial sector incorporating co-location and wholesale providers.
• Review of modular solutions available.

Key areas covered in the report include:

INDUSTRY OVERVIEW

• The UK ICT Infrastructure Market - overview, structure, key metrics.
• Data Centre Market Structure - key delivery channels, customer groups and operators, review of co-location and wholesale providers, UK data centre estate ownership shares.
• Data Centre Classification - the Tier Structure and data centre types.

DATA CENTRE CONSTRUCTION MARKET

• Definition and Market Overview - existing stock levels, the state of the market.
• Market Performance - market size in value terms, growth levels 2005-2011.
• Key trends - growth in online activity, consolidation, energy efficiency, outsourcing.
• Future Prospects - market size and growth projections to 2015.
• Market Mix - share of newbuild, upgrade/replacement and repair/maintenance.
• Project Characteristics - typical size, build time, build cost, design considerations.

KEY MARKET TRENDS AND INFLUENCES

• Review of past, current and future internet usage levels and trends.
• Information about legislation and standards affecting the market.
• Analysis of IT and construction related government spending and strategy.
• Review of the importance of innovation and Modern Methods of Construction.
• Outline of carbon reduction and green energy requirements.
• Review of the recent performance of the UK server market.
• Analysis of the impact of IT outsourcing, and growth in cloud computing and virtualisation.

KEY MARKET SECTORS

• Estimated output by value, with historical trends and forecasts, in each main sector.

Market mix by end-use sector.

Key market drivers, influences and future prospects in each main market.

Project types, existing stock and key construction clients in each sector.

Commercial Operators - wholesale, co-location and managed services providers.

Public Sector Market - government IT spend by function and by department.

Private Sector Market - key sub-sectors, influences in each, key clients.

SUPPLIERS AND CONTRACTORS

• Consultants - procurement process, the role of consultants, key consultants.

Contractors - types of contractors, leading companies, specialists, modular manufacturers.

Key Product Sectors - Value of products in data centres, product mix, value by sector.

Products in Data Centres - review of each major product sector, including value and key suppliers. Includes power and electrical equipment, cooling and air conditioning, networking equipment, security, access control and fire protection.

SUMMARY OF REPORT CONTENTS

The market for data centre construction experienced variable performance, with strong growth between 2005 and 2007, driven by growing levels of outsourcing, an increase in data volumes and internet activity, and a continuing demand for modern and efficient data centre space. The value of the market fell substantially in 2008 and 2009 due to the general economic downturn affecting a number of key sectors for data centres, such as financial services and retail. In addition, financing such large projects became increasingly difficult as the recession took hold.

Market values continued to be sustained by ongoing replacement and maintenance work and demand continued to grow due to ever increasing usage of online services and media, and as a result 2010 saw an increase in output as projects that had been on hold previously were released amid signs of economic recovery. The market for data centre construction is estimated to be valued at around £1.26bn in 2011, significantly below values seen at its recent peak in 2007.

Modular data centre units and complete pods have become increasingly popular in the past 3-5 years with a large number of new suppliers entering the market. This is driving demand as modular builds provide a quick way of meeting demand for data centre space without the large capital costs incurred by building in a traditional way. Modules are also often more energy efficient and allow the client to scale the construction according to demand.

Energy efficiency is a key driver of market growth. Data centres utilise incredibly large amounts of power and in many traditionally built data centres, a lot of energy is wasted. The effects of improving energy efficiency in data centres can be seen immediately, bringing the additional benefit of substantial savings on operational costs, of which power accounts for a large share.

Ever increasing levels of online activity, and changes in the way online services are delivered with the growing interest in cloud computing technology seen at present are also driving demand.

The government owns a large number of data centres and as such have a significant influence on the replacement and maintenance sector of the market. While commercial developers, such as co-location providers, account for a significant share of newbuilds due to their large scale and the high specifications, the majority of the existing data centre estate belongs to private businesses.

In terms of contractors, the data centre market is extremely fragmented. While most large M&E contracting businesses are key players, companies involved in data centre construction range from major building contracting groups and commercial developers, to data centre specialists, modular building manufacturers and IT equipment suppliers.

The prospects for the data centre construction market in the medium term are relatively bright and it is expected that in 2012, the market will show strong growth. This will be driven by, among other factors, an expected surge of activity ahead of the implementation of the government's planned consolidation of its hundreds of data centres into just a handful. In addition, while some client sectors have been facing difficult times during the recession, demand in some key client sectors, such as online content and media providers and SaaS providers have seen strong growth and this is likely to continue in the near future. It is estimated that the market may reach £1.66bn by the end of 2015, representing a slight decline on 2014 following a period of sustained growth between 2010 and 2014.

Table of Contents

CONTENTS and LIST OF TABLES & CHARTS

1 INTRODUCTION

• 1.1 INTRODUCTION
• 1.2 SOURCES OF INFORMATION

2 EXECUTIVE SUMMARY & FUTURE PROSPECTS

• 2.1 SUMMARY
• 2.2 FUTURE PROSPECTS

3 ECONOMIC ENVIRONMENT

• 3.1 GDP
• 3.2 INFLATION & INTEREST RATES
• 3.3 UNEMPLOYMENT
• 3.4 HOUSEHOLD CONSUMPTION
• 3.5 HOUSING & CONSTRUCTION
• 3.6 STERLING
• 3.7 CONCLUSIONS

4 THE UK DATA CENTRE MARKET

• 4.1 OVERVIEW OF THE UK ICT INFRASTRUCTURE MARKET
• 4.2 THE ROLE OF DATA CENTRES
• 4.3 THE TIER STRUCTURE
• 4.4 DATA CENTRE MARKET STRUCTURE

5 THE CONSTRUCTION MARKET FOR DATA CENTRES

• 5.1 DEFINITION
• 5.2 MARKET OVERVIEW
• 5.3 MARKET SIZE
  • 5.3.1 Current Situation
  • 5.3.2 Future Prospects
• 5.4 MARKET MIX
• 5.5 CHARACTERISTICS OF DATA CENTRE CONSTRUCTION PROJECTS
  • 5.5.1 Design
  • 5.5.2 Key Components
  • 5.5.3 Cost

6 KEY MARKET CHANGE FACTORS

• 6.1 INTERNET USAGE LEVELS
• 6.2 LEVELS OF IT OUTSOURCING
• 6.3 THE UK SERVER MARKET
• 6.4 NEW TECHNOLOGIES
  • 6.4.1 Cloud Computing
  • 6.4.2 Virtualisation
• 6.5 INVESTMENT IN IT INFRASTRUCTURE
• 6.6 LEGISLATION & STANDARDS
• 6.7 CARBON REDUCTION & GREEN ENERGY REQUIREMENTS
• 6.8 INNOVATION & MODERN METHODS OF CONSTRUCTION

7 KEY MARKET SECTORS

• 7.1 OVERVIEW
• 7.2 COMMERCIAL PROVIDER SECTOR
  • 7.2.1 Wholesale Providers
  • 7.2.2 Co-location Providers
  • 7.2.3 Hosting/ Managed Service Providers
• 7.3 PUBLIC SECTOR
• 7.4 PRIVATE SECTOR
  • 7.4.1 Background
  • 7.4.2 Financial Services
  • 7.4.3 Online Retail & Leisure
  • 7.4.4 Telecoms Providers & ISPs
  • 7.4.5 Broadcasting, Content Providers & Social Media

8 SUPPLIERS, CONTRACTORS AND PRODUCTS USED

• 8.1 KEY CONTRACTORS & CONSULTANTS
  • 8.1.1 Data Centre Consultants
  • 8.1.2 Building Contractors
  • 8.1.3 M&E and IT Contractors
  • 8.1.4 Specialist Contractors
• 8.2 KEY PRODUCT SECTORS IN DATA CENTRE CONSTRUCTION
  • 8.2.1 Overview
  • 8.2.2 Power, Cabling and Electrical
  • 8.2.3 Cooling & Air Conditioning
  • 8.2.4 Security & Access Control
  • 8.2.5 Fire Protection
  • 8.2.6 Other Products

TABLES AND CHARTS

• CHART 1 UK MARKET FOR DATA CENTRE CONSTRUCTION 2005 TO 2015 - BY VALUE (£BN)
• CHART 2 INTEREST RATES AND INFLATION (CPI) FROM 1992-2015
• CHART 3 PDI & SAVINGS RATIO AT CURRENT PRICES 1992-2015
• TABLE 4 EXCHANGE RATE FLUCTUATIONS 2006-2011 - STERLING TO THE DOLLAR, AND THE EURO, SPOT RATES
• CHART 5 UK BROADBAND PENETRATION - HOUSEHOLDS AND BUSINESSES 2005 - 2011 (%)
• TABLE 6 OVERVIEW OF THE TIER STANDARD
• CHART 7 MARKET STRUCTURE FOR DATA CENTRE SERVICE DELIVERY
• CHART 8 OWNERSHIP BY TYPE OF ORGANISATION - % BY FLOORSPACE 2011
• TABLE 9 UK DATA CENTRE CONSTRUCTION MARKET 2005 TO 2015 - BY VALUE (£M)
• CHART 10 MARKET MIX BY TYPE OF WORK UNDERTAKEN (NEW BUILD, RMI, REFURBISHMENT) - % BY VALUE 2011
• CHART 11 DATA CENTRE BUILD COST BREAKDOWN - % BY VALUE
• CHART 12 UK INTERNET CONNECTIVITY - % OF HOUSEHOLDS 2010
• TABLE 13 LEADING LOCATIONS FOR WI-FI - 2011
• CHART 14 MIX BY SERVER TYPE - % BY VOLUME 2011
• CHART 15 MARKET MIX BY CONSTRUCTION CLIENT - % BY VALUE 2011
• CHART 16 DATA CENTRE CONSTRUCTION MARKET - COMMERCIAL PROVIDER SECTOR 2005- 2015 (£M)
• CHART 17 CO-LOCATION FACILITIES CLIENT MIX - % BY VOLUME 2011
• CHART 18 DATA CENTRE CONSTRUCTION MARKET - PUBLIC SECTOR 2005- 2015 (£M)
• CHART 19 UK GOVERNMENT ICT SPEND BY CATEGORY - % BY VALUE 2009
• TABLE 20 UK GOVERNMENT ICT SPEND TOP 10 DEPARTMENTS - BY VALUE 2009
• CHART 21 DATA CENTRE CONSTRUCTION MARKET - PRIVATE SECTOR 2005- 2015 (£M)
• CHART 22 UK ONLINE BANKING PENETRATION - SHARE OF ADULT INDIVIDUALS 2004 - 2011 (%)
• TABLE 23 E-COMMERCE PENETRATION RATES IN THE UK 2008-2010 - PERCENTAGE OF UK ADULTS
• CHART 24 USAGE OF ONLINE CONTENT - % OF UK POPULATION 2010
• TABLE 25 LEADING M&E CONTRACTORS IN THE UK
• CHART 26 DATA CENTRE CONSTRUCTION PRODUCT MIX - % BY VALUE 2011
• TABLE 27 VALUE OF PRODUCTS USED IN DATA CENTRE CONSTRUCTION - BY VALUE 2011
• CHART 28 POWER & ELECTRICAL - PRODUCT MIX BY VALUE 2011 (%)
• CHART 29 SECURITY SYSTEMS - PRODUCT MIX BY VALUE 2011 (%)

「英国のデータセンター建設市場の分析」は2011年10月24日にAMAリサーチより発行されました。 当レポートは84 Pagesで構成され、税抜￥119,140より販売しています。