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アフリカのデータセンター市場の台頭:コロケーションの需要・供給、将来予測、ビジネスモデル

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

発行 Heavy Reading 商品コード 345123
出版日 ページ情報 英文 105 Pages
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アフリカのデータセンター市場の台頭:コロケーションの需要・供給、将来予測、ビジネスモデル The African Data Center Rises: Colocation Demand, Supply, Forecasts & Business Models
出版日: 2015年11月13日 ページ情報: 英文 105 Pages
概要

アフリカ諸国でも現在、データセンター市場が急速に成長しつつあります。クラウド/サーバ仮想化需要の拡大や、メディア・コンテンツ市場の成長、自国内でのデータ・ホスティングの義務化といった諸要因が、市場成長を後押ししています。

当レポートでは、アフリカ諸国におけるデータセンター/コロケーション市場について分析し、需要側・供給側の特徴や、潜在的な市場規模、データセンターサービス需要の規模、提供可能なホワイトスペースの供給体制の見通し、電力インフラの整備の必要性、コロケーション事業のビジネスモデル、主要企業のプロファイル、主要都市でのデータセンター市場の構造・動向といった情報を取りまとめてお届けいたします。

エグゼクティブ・サマリー

第1章 アフリカのコロケーション市場:需要サイド

  • アフリカにおけるコロケーション需要の促進要因:クラウド化の進展と、不安定な電力供給
    • コネクティビティ:改善の余地はまだあるが、進化しつつある
    • 潜在的市場の拡大:金融業からメディア/クラウド企業へ
    • 国際的企業:アフリカ諸国の「国際的」ネットワークへの接続
    • その他:クラウド、仮想化、マネージドサービス、規制
  • 需要動向の内訳:ホールセールが最優先で、リテールは、まあその内...
  • アフリカのデータセンター・ロケーションの想定市場の拡大
    • 市場規模の指標
    • 3種類のコロケーション需要:想定需要から潜在的需要、そして「実際の」需要へ
    • 需要曲線:潜在的需要の60〜90%はまだ認識されていない

第2章 アフリカのコロケーション市場:供給サイド

  • アフリカのコロケーション市場:供給側の概況と、ホワイトスペース供給量の予測
    • アフリカのコロケーション市場:ホワイトスペースの急激な拡大
    • コロケーション市場の主要なホットスポットと、市場の階層区分
    • アフリカでのコロケーション供給量:大幅な拡大の見通し
  • アフリカのコロケーション市場の構造:キャリア独立型企業、光ファイバー企業、電気通信企業
    • コロケーション市場の構造:サーバールームからデータセンターへ
  • 電力供給の仕方について:アフリカのコロケーション・データセンターと電力インフラ
    • データセンター向け電力需要の爆発的増加
    • 対処方法:アフリカのデータセンター向け電源
    • 対処方法:ディーゼル発電機、PUE (電力使用効率) 改善、その他の手法
  • アフリカのコロケーション料金設定:均衡を想定するか、しないか
    • コロケーション料金設定:需給均衡を想定に入れる (入れない) 場合
    • コロケーション料金設定:南アフリカ以外では、リテール市場で目立った動きは無い

第3章 需給ギャップ、ホットスポット、収益額予測

  • 需給ギャップの分析:需要の超過/不足
  • ダルエスサラームからイバダンへ:新たな直流式 (DC) ホットスポットの探索
  • アフリカのコロケーション市場の収益額予測:更なる拡大への動き

第4章 アフリカのコロケーション企業の概要、ランキング、ビジネスモデルの進化

  • アフリカのコロケーション企業の戦略的進化:現状と将来展望
    • 戦略的進化:最上層のアクセス・キャリア
    • 戦略的進化:キャリア独立型のコロケーション専業企業
    • 戦略的進化:IT企業、クラウドサービス・プロバイダー、ISP
    • 戦略的進化:光ファイバー企業
  • アフリカの主要コロケーション企業の分析:TeracoからMDI-X、Rack Centerまで

第5章 主要市場の分析:ヨハネスブルグ、ラゴス

  • 付録:ヨハネスブルグ市場での需給ギャップ・主要企業の分析
  • 付録:ラゴス市場での需給ギャップ・主要企業の分析
目次

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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