亚太数据中心市场+2023H1

ExecutiveSponsor,APACDCAT&ManagingAssistantVicePresidentDataCentre&CloudDirector,DataCentresResearch&Advisory.APAC&EMEADEEPENDRASHUKLADirector,DataCentre&CloudAdvisoryANDREWERAYTIEEANYGOHCountryManager,MalaysiaDirector,HeadofTenantAdvisoryGroup,PhilippinesGARETHPOWELLDirector,IndonesiaJOHNPRITCHARDHeadofTenantAdvisoryGroup,KoreaIQDDHANRAHANHeadofProject&DevelopmentServicesNewZealandExecutiveDirector,Logistics&Industrial,Singapore9.7GWiscurrentlyoperationalacrossAsiaPacificwith3.3GWunderconstructionand8.5GWinplannedstages.China,&SingaporeBeijing&ShanghaiaretheonlySingapore,Sydney,&TokyoMumbai&Seoulareexpectedtosurpassthatlevelby2024.propellingdatacentredemandJakarta&Manila.becomedevelopmentinthesemarkets,findingsuitablelandparcelsforfurtherdatacentredevelopmentmaybechallenging.90%oftheoperationaldatacentresinthesemarketsaresmallerthan10MWinsize.Despitesmallerdatacentresizes,thesemarketstypicallyhavehighergetsadded.AsiaPacific.Thesupplypipelineofnewdatacentresinthesemarketsislimitedasthenumberofoperatorsexploringthesemarketsislow.HyperscaleCloudColoEHyperscaleCloudColoEoccupancygoingforward.region.TsukubaGreaterTokyohousesthelargestclusterofdatacentresintheAsiaPacificregionandwillbecomea>1GWdatacentremarketinthenext1-2yearswithover300MWcurrentlyunderconstruction.It2023,reflectingaconsistentdemandforcolocationfacilitiesinthemarket,drivenbythecontinuallyincreasinglevelsofcloudadoption,economicandtechnologicaldevelopment,andgovernmenteffortsforadigitalsocietyandtodigitaliseindustries.Currently,GreaterTokyotakesupalmost80%ofJapan'soperationalcapacityanditisexpectedthattherewillbecontinuedcompetitionforsitesinbothInzaiandcentralTokyo.Inzai,locatedintheChibaprefecturetotheeastofTokyo,isafavoredlocationforITgiantssuchasGoogle,Amazon,andNECduetoitsproximitytothecapitalanditslowersusceptibilitytonaturaldisastersandblackouts.ThegovernmentisalsoactivelyencouragingtheconstructionofdatacentresneartheoutskirtsofTokyo'ssubmarketssuchasAkisihimaandomeduetopoweravailability,andSaitamaduetoitscloseproximitytoTokyo.Italsointroducedincentivesfordatacentredevelopmentsinregionalcitiesinordertoalleviatetheconcentrationofdatacentresinmajormetropolitanareas,helpreducelandacquisitioncostsandmitigatetherisksassociatedwithnaturaldisastersinhigh-riskareas.Thereisagoodmixoflocalplayersinthemarketsuchas@Tokyo,wholeadsthemarket,andNTTandKDDl,andinternationalplayersinvariousstagesofexpandingorenteringintothemarket.@Tokyoannouncedplanstodevelopa25MWdatacentrewithinCentralTokyo;DigitalEdge(Singapore)announceditspartnershipwithlocalrealestatedeveloper,Hulic,tobuildTY07,acarrier-neutraldatacentreintheNihonbashi-Kobuna-chodistrictofdowntownTokyo;andNEXTDC(Australia)announcedplanstoenterintoJapaninwiththeirfirstdatacentreinTokyo.HyperscaleroAMtGongenyamaotoli.IchiharaDigitalEdgehasbrokengroundonitsdowntownTokyodatacentre,TY07,inpartnershipwithlocaldeveloper,Hulic,withthefacilityprovidingmuch-neededinterconnect-focusedcolocationcapacitytodowntownTokyo.·Overthepastyear,SoftbankisplanningtolaunchadistributednetworkofdatacentresdedicatedtoAlaroundJapanutilisingthenewNvidiaGH200GraceHoppersuperchip.SachsExecutiveSponsor,APACDCAT&ManagingDirector,Japan&Koreatodd.o/son@MARIKUMAGAIDirector,HeadofResearch&UlhasnagarMumbai,thefinancialcapitalofIndia,continuestobethelargestdatacentremarketinIndia,accountingforalmost50%oftheoperationalcapacityandcloseto40%oftheunderconstructionsupplyinthecountry.AsofQ22023,Mumbaihasrecordedanunderconstructionpipelineof342MW,whichisoneofthehighestinAsiaPacific.Therefore,MumbaiwilllikelyretainitsleadershippositionforIndia'smarketshareoverthenext5-7years.TheThane-BelapurRoadcontinuestobethelargestclusterinMumbaiandaccountsforabout62%ofthecity'soperationaldatacentreinventory.Theclusteralsoaccountsfor86%oftheunderconstructionsupplyamountingto295MW.Consideringthepipelineofdevelopmentscurrentlyunderconstruction,plannedandlandbanked,MumbaihasthepotentialtobecomeoneofthelargestdatacentremarketsinAsiaPacific.Currently,thereareonlyabout13datacentreoperatorswithoperationaldatafacilitiesinMumbai.However,thereare10newoperatorsthatareintheprocessofsettinguptheirfirstdatacentreinmarket,highlightingitsappeal.Thecityhaswitnessedtheadditionof-80MWinoperationalcapacityintermsofITloadsinceDecember2022.Thishascausedvacancyratestoincreasefrom16%inH22022to19%inH12023.However,withconsistentdemand,thevacancyrateislikelytodeclinethroughouttherestoftheyear.InFeb2023,NTTGDCannouncedthecompletionoftheMISTsubseacablelandingstationinMumbai.Thecablespansover8,100km,connectingSingapore,Malaysia,Myanmar,Thailand,andIndia,andwillimproveconnectivityandreducelatencybetweenlocations.TrombayUlhasRiver·AWShassigneda15-yearleaseona450,000sqftsitefromrealestatefirmKRahejaCorpinNaviMumbaiforanew7-storeydatacentre,withanexpansionoption.·DigitalEdgehasenteredintoapartnershipwithNationalInvestmentandInfrastructureFund(NIIF)andAGPDCInvestCoPteLtd(AGP)todevelopapan-Indiaportfolioofhyperscaledatacentres,withitsfirstproject,a300MWfacilityinNaviMumbai.·LuminaCloudInfra,adatacentreplatformownedandmanagedbyBlackstone'sRealEstateandTacticalOpportunitiesfunds,hasannounceditsplanstoinvestoverUS$300million,inthedevelopmentofa60MWhyperscaledatacentrecampuson6.3acresoflandintheAirolilocalityofNaviMumbai,theplatform'sfirstdatacentreinvestmentinIndia.PrincetonDigitalGroup(PDG)announcedithasenteredintoa25-yearrenewablepowerconsumptionagreement(PCA)withasubsidiaryofTataPowerRenewableEnergyLtd(TPREL)tohavetheirMU1datacentrepoweredbyelectricitygeneratedfromasolarprojectsituatedintheNandeddistrictofMaharashtra.coltnxtras11,148m²50,000m²Phase2:4.8MW(10.2MW)Phase1:38.8MWU/C-2023 STAGE-EST.RFSHeadofAsiaPacificDataCentreAdvisoryTAPAC&EMEApritesh.swamy@Melbourne.Sydney'scolocationandhyperscaledatacentremarketcontinuestoadvancerapidly,supportedbyafavorableviewofdatacentres(andwarehouses)asstatesignificantdevelopmentsbytheNSWDepartmentofPlanning,fortheirimpactinsupportingthestate'seconomicrecoverypost-pandemic.ItistheGreaterWesternSydneyisthelargestclusterinSydneyandaccountsfor50%oftheoperationaldatacentrecapacityand-60%oftheunderconstructionsupply.FactorsdrivingthepushtoGreaterWesternSydneyincludetheavailabilityoflargelandparcels,majorinfrastructureandelectricitygridcapacity.ThesefactorshavecontributedtowardstheGreaterWesternSydneyOxfBalakaFallsWaverWaverCanterburyHyperscaleCloud workloadsworkloadsacrossSingaCurrently,Singaporeisthelargestdatacentremarket,city-wiseandintermsofoperationalcapacityinAsiaPacific,outsideofMainlandChina,andisanticipatedtobecomea>1GWmarketin2024with83MWofcapacitycurrentlyunderconstruction.Thevacancyrateisthelowestintheregionat1.65%owingtolimitednewsupplyandconsistentdemandpostthemoratorium.Followingthethree-yearmoratoriumonnewdatacentresandestablishmentofnewdevelopmentstandardsfordatacentres,theSingaporeEconomicDevelopmentBoard(EDB)andtheInfocommMediaDevelopmentAuthority(MDA)haveprovisionallyawardedaround80MWofnewcapacitytofourdatacentreoperatorsthroughtheirpilotDataCentre-CallforApplication(DC-CFA)exercise.ThefouroperatorsannouncedareEquinix,GDS,Microsoft,andaconsortiumofAirTrunkandTikTok-owner,ByteDance.Thispilotinitiativeisaimedatpromotingthesustainabledevelopmentandmanagementofdatacentres,whichhasencouragedoperatorstoconsidermoreefficientsolutions.Singapore'sdigitalconnectivityblueprint,alsolaunchedbytheIMDA,willsetthedirectionforthenextboundofSingapore'sdigitalconnectivitythroughstrategicfocusessuchasdoublingthenumberofcablelandingsinthenextdecadeandpioneeringaroadmapforgrowthandinnovationaroundgreendatacentres.CatchmentAreaSerangodPAYALEBARTAMPINESBishanTampinesAmsterdam.Singapore'sInfocommMediaDevelopmentAuthority(IMDA)hasreleasedanoperatingstandardsroadmaptoincreaseoperatingtemperaturesofdatacentresto26degreesCelsiusandabove,optimisingenergyefficiencyindatacentreslocatedintropicalclimates.SeveraldatacentreoperatorsinSingaporehaverunpilotsonthenewstandard,includingDigitalRealty,whichpushedtheiroperatingtemperaturesby2degreesCelsiusattwoofits4.5MW(megawatts)datahalls.Singapore'sMinisterforCommunicationsandInformationannouncedplanstodoubleitssubmarinecablecapacity,withthreenewlandingsitesinthenext10years,addingtothe26subseacablesandthreelandingsitesitalreadyhosts.VantageDataCenters,officiallyopenedanewAsiaPacificregionalheadquartersinSingapore.TheexpansionreflectsVantage'scommitmenttoinvestandbolsteritspresenceintheregionandcapitaliseongrowingmarketdemandforhyperscaledatacentresthatarebothreliableandsustainable.Options,anITinfrastructureproviderformulti-nationalinvestors,hasannouncedplanstodeployataDigitalRealtycolocationsiteinSingapore.ThisisafurtherexpansionofanexistingpartnershipthatspansNorthAmericaandEurope.HeadofResearch,STAGE-EST.RFSU/cTaiSengPlanned31,893m²Nextphase:4.5MW(27.6MW)excludesCaptive&/CT.Seoul'sdatacentremarket,whichwashistoricallydominatedbytelcossuchasKY,LGU+andSKBroadband,hasfirmlyestablisheditselfasaprimarydatacentremarketinAsiaPacificinrecentyears,withtheentryofUS-baseddatacentreREITSsince2021.Theexpansionstrategiesofglobalcloudserviceproviderswhosedeploymentsinthemarkethavemainlyreliedoncolocation,andthegrowingwithcarrier-neutraloptions.numberofinternationaloperatorsenteringthemarket,haveallowedforadiversificationwithcarrier-neutraloptions.Seoultakesupcloseto85%ofthecountry'sdatacentremarketwith23MWofnewsupplyaddedsincetheendof2022andacontinuallyrobustdevelopmentpipeline.Owingtosteadydemand,Seoul'svacancyrateremainedflat(thesecondlowestintheregionafterSingapore)duringthesameperiodandinternationalinvestorsanddevelopers.Equinix,DigitalRealty,DigitalEdgeandStackInfrastructurehaveannouncedsignificantlyinternationalinvestorsanddevelopers.Equinix,DigitalRealty,DigitalEdgeandStackInfrastructurehaveannouncedsignificantlysizedprojectsthatwillgolivefrom2024to2025onwards.Simultaneously,localcloudservicesproviderssuchasNaver,KakaoandNHN,andfinancialinstitutions,areconstructingself-buildsfortheirownuse,whichwillreducetheirshareofdemandinthecolocationmarket.LandnearavailablepowerstillremainsscarceacrossthecentralSeoulCBDarea,withmulti-levelbuildsrequiredduetosmallerlandparcelsizesandhighlandprices.ThecostoflandinSeongnamandGangnam,canbeuptothreetimeshigherthaninGyeonggiandIncheon,whichareincreasinglybecominglocationsofinterestduetotheavailabilityoflandandpowersupply.Forinstance,Paju,northoftheHanRiverhasmoreadequatelandavailabilityandpowerconnections,however,internationalinvestorshavepreviouslyshownanapprehensionduetothecurrentlackofinfrastructureandaccesstoskilledworkforce.TheconstructionofthenewGXTline(est.completionNov2023)andnewhighwaysystemsnorthofGreaterSeoulmayencourageinvestorsanddeveloperstoreconsidertheareainthenextfewyears.BkogyangBkogyangHanam-Yeonsu-gu·EmpyrionDC,hasbrokengroundonitsfirstdatacentre,a40MWgreendatacentreinGangnam.,thefirsttobeconstructedintheareainover20years.TheconstructionisfinancedbyKEBHanaBank,HanaCapitalCoLtdandtheNationalCreditUnionFederationofKorea.SouthKorea'sMinistryofScienceandICTpassedamendmentstotheBroadcastingandCommunicationsDevelopmentAct,theInformationandCommunicationsNetworkAct,andtheEnforcementDecreeoftheTelecommunicationsBusinessActthatrecognisesdatacentreoperatorswhomanagefacilitiesofover40MW,22,500sqm+ofcomputerroomsorthosewhoperformedmorethanUS$7.6millioninsaleslastyearasmajorbroadcastingandcommunicationoperators,whowillbesubjecttonewobligationsrelatedtodisasterprevention,training,responseandrecoverymanagement.Themovecomesasafollow-uptotheKakaooutagecausedbythePangyodatacentrefirelastOctober.TheMinistryofScienceandICThavealsobroughonlineanewAlsupercomputeratKoreaUniversity.ThesupercomputerishostedintheResearchDataCenteroftheAlInnovationHub,withover600academicsworkingonprojectsrangingfromhyperscaledeeplearningtospatial-temporalreasoningandspeechsynthesis.Theinitiativeispartofalargerinvestmentof$35MthattheministryisdevotingtothedatacentretoexpandAiresearch.0l0l0DigitalEdge…cgabia.kt SK'broadbandBundangCenterU/cJOHNPRITCHARDHeadofTenantAdvisoryGroup.Koreajohn,JINWOOJUNGHeadofResearch,Koreajiinwoojung@SincetheadventofregulatoryandlandheadwindsinSingapore,JohorhasbecomethenewfocalbuildcloudregionsinMalaysiaandAWShaveannouncedthatitwillinvestUSD$5.6bilionintothecountrytodevelopitscloudservicesinfrastructure.BesidestheunmetdemandwithinSingaporecreatingopportunitiesforJohortobecomeanalternativeEastAsianmarkets,withtheMalaysiangovernmentplanningtoincreasethenation'senergymixaspertherecentNationalEnergyPolicy2022-2040.SedenakjaijaijanjanSimpangTelco U/CMalaysiatiffanygoh@Malaysiahema@period.ThecurrentoperationalcapacityinGreaterJakartaaccountsforover90%ofIndonesia'sdatacentreCakungTambelangPebayuranCIKARENGKarangBahagiaMusPhase1:8MW(20MW)U/C-2023Nextphase:10MW(15MW)U/CNextphase:5MW(15MWU/CSELLERWIRAAGUSDirector,Industrial&LandSales,Indonesiawira.agus@IndonesiaAriefrahardjo@HongKongisarobustdatacentremarketwhichoffersexcellentregionalandglobalconnectivity,andavailabilityofallmajorcloudnetworks.Asaglobalfinancialandbusinesscapital,strategiclocationasagatewaytomainlandChinaandforitsgloballylowesttaxeddatacentrejurisdiction,therehasbeenstrongdemandfromdatacentreinvestorsandoperatorsthathavetriggeredahighvolumeoftransactionsoverthelastfewyears.Tofurtherboostthedatacentreindustry,theHongKonggovernmenthasimplementedseveralinitiativessuchastheDataCentreFacilitationUnit(DCFU).Thisinitiativeaimstoattractsignificantinvestments,enhanceinfrastructure,facilitateindustrycollaboration,andensureaconduciveenvironmentfordatacentreoperations.However,thesupplypipelinewillbeconstrainedinthemediumtolongtermduetoshortageoflandandpowersupply,especiallyinKwaiChung,TsuenWan,Shatin,TsingYiandFanling,whereithaveappreciated20-30%overthelastfewyears.LocationssuchasTuenMunandLantauhaveappreciated20-30%overthelastfewyears.LocationssuchasTuenMunandLantaulslandprovidebetteropportunitiesinrelationtolandandpower,however,investorsandoperatorsareDistrictHONGHongkong·BigDataExchange(BDx),thefastestgrowingcarrier-neutraldatacentreplatforminAsia-Pacific,announcedinFebruaryitsplantodevelopanew16MWfacilityintheheartoftheKwaiChungDistrict.Thisdatacentre,whichiscalledHKG8,isexpectedtobeoperationalbyendof2023.ChinaTelecomGlobal(CTG)haslandedAsiaDirectCable(ADC),asubmarinecableconnectingvariousAsiaPacificmarkets,atSUNeVision'sHKIS-1cablestationinChungHomKok.ThecablehasaPoint-of-Presence(PoP)atSUNeVision'sMEGAplusdatacentre.ChinaTelecom,ChinaMobile,andChinaUnicom,arereportedlyworkingonthedevelopmentofaUS$500millionsubseafibre-opticcablenetworkproject("EMA"orEurope-MiddleEast-Asia)torivalasimilarUS-backedsystem,theSea-Me-We-6cable,linkingAsia,theMiddleEast,andEuropeandHongKongtoChina'sislandprovinceofHainan,beforelinkingSingapore,Pakistan,SaudiArabia,Egypt,andFrance.·SUNeVisionsecureda35-monthtermUS$383.4msustainability-linkedloan(SSL)fromHSBC,afirstofitskindintheHongKongdatacentresector,tofundthecompany'slong-termsustainabilityperformance.Thecarrier-neutraldatacentreprovideralsojustopenedthefirst20MWphaseofitsMEGAGatewayfacilityinTsuenWan-the BUILDINGSIZEPOWER(TOTALCAPACITYt)STAGE-EST.RFSTsuenWan21,200m222,100m225,800m222MWU/C-2024U/C-2023U/C-2026sunevisic佳明集圈控股有限公司GRUNDMINGCROUP10该山组U/C-2025ExecutiveDirector,HeadResearch,HongKongrosanna.tang@128MWUC/PLANNED57%VACANCYRATEManilaisanimportantbusinesshubasthecapitalofthePhilippinesandagrowingmarketfordatacentresinAsiaPacificduetoitscentrallocationamongstSouth-EastAsiancountries,keytoitsgrowingsignificanceasadatacentremarket.TherecentgrowthinManilaasadatacentremarkethasbeendrivenlargelybyhyperscalecloudexpansion,whichhaveigniteddemandfordatacentrecolocationandinturnhasdrivenanacceleratedgrowthinservicedindustrialland.Withsixsubmarinecablelandingstations,Manilahascontinuedtoinvestinupgradingnetworkinfrastructure,whichwillenhanceconnectivityandsupportthedatacentreindustry'sgrowthinthePhilippines.Nearlyallofthecountry'soperationalpowercapacityislocatedinurbancentresandindustrialparkswithinGreaterManila,whichaccountsforthemajority(85%)ofthecountry'soperationalITcapacity.Thecountry'spopulationboasts67%internetpenetration,with36millionpeopleyettogetonline,drivinganincreasingadoptionofcloudcomputing,bigdatabigdataanalytics,anddigitalservicesthathasledtoarisingdemandfordatacentresinthemarket.Telcoshavelimitedcompetitionanddominatedthemarket.ThelargestdatacentreoperatorinthemarketisePLD