This new report – the 4th edition – evaluates 83 vendors with 187 data centers across the 4 South East Asian markets of Singapore, Malaysia, Thailand and Indonesia. The number of facilities detailed in the report, will increase across the forecast period to 2015, with m2 capacity growth of approximately 40%.
Since the last report edition much has changed in South East Asia’s data center markets. Although the key story is one of continued growth across all markets driven by factors ranging from mobile data to enterprise IT outsourcing, the emergence of cloud, and market entry by large scale data center players mainly from the US is changing the landscape extensively. The modest growth of Singapore’s mature market contrasts with the rise of Indonesia, albeit from a considerably smaller base.
Cloud service development figured strongly in interviews with vendors conducted for this report and is cited as a key growth driver in the next three years.
Power availability and pricing has much to do with the growing importance of hubs, although not exclusively, and unless the emergence of a power challenger in South East Asia changes the game yet again, this report foresees Singapore retaining its dominance in the region.
The analysis based on research for this report supports this view with a more complex picture that describes a polarizing trend between the large scale data centers owned mainly by overseas players, deployed in the evolving hub of Singapore versus the distribution of smaller and often older data centers recorded in the report with those of less than 10k m2 representing around 67% of all facilities.
Regional strategies – by the likes of CSF, SingTel, and several of the smaller cloud players – will need to be assessed in light of these strategies which involve the deployment of significantly sized data center facilities – and how to compete with a multi-country chain of data centers. The report also notes the current strategy of incumbent telecom players, and how that could change.
The report contains a detailed taxonomy of players, data centers and capacity in each country together with profiles for each of the 87 players covered.
It forecasts growth in capacity by country and projects out to 2015.
Although much change has already taken place, the report concludes that even more significant change could lie ahead given the resources and competencies of local telcos, overseas players and the likes of Amazon Web Services and its potentially disruptive services. Nothwithstanding, Malaysia which has extensive land resources, untapped energy opportunities a strong support at political level for a sustained campaign to attract more data center facilities presents a potential new challenger to Singapore and Hong Kong.