Emerging Markets Cloud and Data Centre 2021 to 2025 Report

Table of Contents

Section 1 - A definition of a Cloud & Emerging Data Centre market - provides a definition of an Emerging Market and compares the key similarities between the 10 Data Centre markets profiled.     
Section 2 - The Cloud and Data Centre Fabric in each of the ten Emerging Market countries - provides an overview of the key Data Centre fabric including domestic fibre connectivity, sub-sea fibre connectivity, Dark Fibre connectivity, Power & renewable power availability, Energy costs and Digital & Cloud adoption rates in each country.  
Section 3 - The Data Centre Market in each of the ten Emerging Market countries - including a Data Centre overview, Key Data Centre Players, Forecast Data Centre growth (in space and power) and Data Centre pricing for each country market from the beginning of 2021 to the beginning of 2025.   
Section 4 - The Public Cloud Market in each of the ten Emerging Market countries - including key Cloud Service Providers (CSPs) in each market, the market entry of new CSPs, pricing and product examples, the presence of the global CSPs in each country market & a forecast for public cloud revenues by country market from the beginning of 2021 to the beginning of 2025.
Section 5 - Conclusions & Key Trends - The Conclusions from the report and the growth in each Emerging Data Centre Market and the key trends across the markets
Appendix One - A list of Cloud & Data Centre Providers that are included in the report

List of Figures
Figure 1 - A table showing the local currencies used in the report converted to USD $1
Figure 2 - A pie chart showing the 10 Emerging Data Centre Markets by Data Centre raised floor space as of the beginning of 2021 in a percentage worldwide
Figure 3 - A chart showing the amount of Data Centre space by each Emerging Country Market as of the beginning of 2021 (in m2)
Figure 4 - A table showing the amount of forecast Data Centre raised floor space as of the beginning of 2021 for each of the ten Emerging Markets in m2
Figure 5 - A chart showing the forecast total amount of Emerging Market Data Centre space across the 10 countries in ‘000s of m2 per annum from the beginning of 2021 to the beginning of 2025
Figure 6 - A table showing the forecast growth in Data Centre raised floor space for each of the 10 Emerging Country Markets in ‘000s of m2 from the beginning of 2021 to the beginning of 2025
Figure 7 - A table showing the growth in forecast Data Centre revenues in USD from the beginning of 2021 to the beginning of 2025 per annum for each Country Market
Figure 8 - A chart showing the range of Data Centre forecast revenue growth in each of the 10 Emerging Country Markets in CAGR per annum in per cent
Figure 9 - A chart showing the range of public cloud forecast revenue growth in each of the ten Emerging Markets in CAGR from the beginning of 2021 to the beginning of 2025 per annum in %
Figure 10 - A table showing the amount of Emerging Market Data Centre space in m2 (forecast as of the beginning of 2021) divided by country population
Figure 11 - A chart showing the increase in total third-party Data Centre space by the 3 regions (EMEA, Americas, Asia Pacific & total) from 2010 to the end of 2019 in ‘000s of m2 per annum
Figure 12 - A table showing the increase in total third-party Data Centre Power by the 3 regions (EMEA, Americas, Asia Pacific & total) from 2010 to the end of 2019 in MW per annum
Figure 13 - A chart showing the forecast CAGR in percentage growth in the Data Centre public cloud revenue rates from the beginning of 2021 to the beginning of 2025 per annum
Figure 14 - A table showing the forecast revenue for Data Centres & the public cloud - as of the beginning of 2021 in USD in each of the ten Emerging Markets
Figure 15 - A table showing the key domestic fibre providers in China
Figure 16 - A table showing the key domestic fibre providers in India
Figure 17 - A table showing the key domestic fibre providers in Indonesia
Figure 18 - A table showing the key domestic fibre providers in Vietnam
Figure 19 - A table showing the key international submarine cable systems connecting Brazil
Figure 20 - A table showing the key international subsea cable systems connecting China
Figure 21 - A table showing the key international subsea cable systems connecting India
Figure 22 - A table showing the key international subsea cable systems connecting Indonesia
Figure 23 - A table showing the key international subsea cable systems connecting Mexico
Figure 24 - A table showing the key international subsea cable systems connecting Morocco
Figure 25 - A table showing the key international subsea cable systems connecting Russia
Figure 26 - A table showing the key international subsea cable systems connecting South Africa
Figure 27 - A table showing the key international subsea cable systems connecting Turkey
Figure 28 - A table showing the key international subsea cable systems connecting Vietnam
Figure 29 - A table showing the key Dark Fibre Providers in India
Figure 30 - A chart showing the energy costs for the ten Emerging Market countries in USD per kWh
Figure 31 - A table showing the key Cloud availability zones in Brazil
Figure 32 - A chart showing the forecast growth in public cloud services in Brazil from the beginning of 2021 to the beginning of 2025 in millions of USD
Figure 33 - A table showing the key Cloud availability zones in China
Figure 34 - A chart showing the forecast growth in public cloud services in China from the beginning of 2021 to the beginning of 2025 in millions of USD
Figure 35 - A table showing the key Cloud availability zones in India
Figure 36 - A chart showing the forecast growth in public cloud services in lndia from the beginning of 2021 to the beginning of 2025 in millions of USD
Figure 37 - A table showing the key Cloud availability zones in Indonesia
Figure 38 - A chart showing the forecast growth in public cloud services in lndonesia from the beginning of 2021 to the beginning of 2025 in millions of USD
Figure 39 - A table showing the key Cloud availability zones in Mexico
Figure 40 - A chart showing the forecast growth in public cloud services in Mexico from the beginning of 2021 to the beginning of 2025 in millions of USD
Figure 41 - A chart showing the forecast growth in public cloud services in Morocco from the beginning of 2021 to the beginning of 2025 in millions of USD
Figure 42 - A chart showing the forecast growth in public cloud services in Russia from the beginning of 2021 to the beginning of 2025 in millions of USD
Figure 43 - A table showing the key Cloud availability zones in South Africa
Figure 44 - A chart showing the forecast growth in public cloud services in South Africa from the beginning of 2021 to the beginning of 2025 in millions of USD
Figure 45 - A chart showing the forecast growth in public cloud services in Turkey from the beginning of 2021 to the beginning of 2025 in millions of USD
Figure 46 - A chart showing the forecast growth in public cloud services in Vietnam from the beginning of 2021 to the beginning of 2025 in millions of USD
Figure 47 - A table showing the ranking of the 10 Emerging Market Data Centre Countries in the WEF GCI 2019 to 2020 survey
Figure 48 - A table showing the forecast public Cloud revenue for the ten Emerging Markets from the beginning of 2021 to the beginning of 2025 in millions of USD per annum
Figure 49 - A chart showing the increase in total forecast public cloud revenues per annum from the beginning of 2021 to the beginning of 2025
Figure 50 - A pie chart showing the revenue share of public cloud services for each of the ten Emerging Markets as a percentage
Figure 51 - A chart showing a forecast for Brazilian public cloud revenues in millions of USD per annum from the beginning of 2021 to the beginning of 2025
Figure 52 - A chart showing a forecast for Chinese public cloud revenues in millions of USD per annum from the beginning of 2021 to the beginning of 2025
Figure 53 - A table showing a list of key Indian CSPs and cloud services offered
Figure 54 - A table showing the cloud pricing from selected Indian CSPs in USD per month
Figure 55 - A table showing the Global CSPs with key cloud availability zones in India
Figure 56 - A chart showing a forecast for Indian public cloud revenues in millions of USD per annum from the beginning of 2021 to the beginning of 2025
Figure 57 - A chart showing a forecast for Indonesian public cloud revenues in millions of USD per annum from the beginning of 2021 to the beginning of 2025
Figure 58 - A chart showing a forecast for Mexican public cloud revenues in millions of USD per annum from the beginning of 2021 to the beginning of 2025
Figure 59 - A chart showing a forecast for Moroccan public cloud revenues in millions of USD per annum from the beginning of 2021 to the beginning of 2025
Figure 60 - A chart showing a forecast for Russian public cloud revenues in millions of USD per annum from the beginning of 2021 to the beginning of 2025
Figure 61 - A table showing the presence of Global CSPs in South Africa
Figure 62 - A chart showing a forecast for South African public cloud revenues in millions of USD per annum from the beginning of 2021 to the beginning of 2025
Figure 63 - A chart showing a forecast for Turkish public cloud revenues in millions of USD per annum from the beginning of 2021 to the beginning of 2025
Figure 64 - A chart showing a forecast for Vietnamese public cloud revenues in millions of USD per annum from the beginning of 2021 to the beginning of 2025
Figure 65 - A table showing the presence of the Global CSPs in the 10 Emerging Market Countries
Figure 66 - A table showing the forecast public cloud revenues for the ten Emerging Markets from the beginning of 2021 to the beginning of 2025 in millions of USD per annum
Figure 67 - A table showing the key statistics for the 3rd party Brazilian Data Centre market
Figure 68 - A table showing the key Digital Realty Ascenty Data Centre facilities in Brazil
Figure 69 - A table showing the key Equinix Data Centre facilities in Brazil
Figure 70 - A chart forecasting the growth in Brazilian Data Centre space (in ‘000s of m2) and DCCP (in MW) from the beginning of 2021 to the beginning of 2025
Figure 71 - A chart showing the average Brazilian rack space, m2 & per kW rentals in USD per month forecast as of the beginning of 2021
Figure 72 - A pricing forecast for average Brazilian rack space, m2 & per kW rentals in USD per month from the beginning of 2021 to the beginning of 2025
Figure 73 - A Brazilian Data Centre revenue forecast for the period from the beginning of 2021 to the beginning of 2025 in millions of USD per annum
Figure 74 - A table showing the key statistics for the 3rd party Chinese Data Centre market
Figure 75 - A table showing the most recent China Data Centre developments
Figure 76 - A chart forecasting the growth in Chinese Data Centre space (in ‘000s of m2) and DCCP (in MW) from the beginning of 2021 to the beginning of 2025
Figure 77 - A chart showing the average Chinese rack space, m2 & per kW rentals in USD per month forecast as of the beginning of 2021
Figure 78 - A pricing forecast for average Chinese rack space, m2 & per kW rentals in USD per month from the beginning of 2021 to the beginning of 2025
Figure 79 - A Chinese Data Centre revenue forecast for the period from the beginning of 2021 to the beginning of 2025 in millions of USD per annum
Figure 80 - A table showing the key statistics for the 3rd party Indian Data Centre market
Figure 81 - A table showing the key CtrlS Data Centre facilities in India
Figure 82 - A table showing a list of the key NTT Global Data Center facilities in India
Figure 83 - A table showing a list of the key Sify Technology Data Centre facilities in India
Figure 84 - A table showing a list of the key ST Telemedia GDC facilities in India
Figure 85 - A chart forecasting the growth in Indian Data Centre space (in ‘000s of m2) and DCCP (in MW) from the beginning of 2021 to the beginning of 2025
Figure 86 - A chart showing the average Indian rack space, m2 & per kW rentals in USD per month forecast as of the beginning of 2021
Figure 87 - A pricing forecast for average Indian rack space, m2 & per kW rentals in USD per month from the beginning of 2021 to the beginning of 2025
Figure 88 - An Indian Data Centre revenue forecast for the period from the beginning of 2021 to the beginning of 2025 in millions of USD per annum
Figure 89 - A table showing the key statistics for the 3rd party Indonesian Data Centre market
Figure 90 - A chart forecasting the growth in Indonesian Data Centre space (in ‘000s of m2) and DCCP (in MW) from the beginning of 2021 to the beginning of 2025
Figure 91 - A chart showing the average Indonesian rack space, m2 & per kW rentals in USD per month forecast as of the beginning of 2021
Figure 92 - A pricing forecast for average Indonesian rack space, m2 & per kW rentals in USD per month from the beginning of 2021 to the beginning of 2025
Figure 93 - A Indonesian Data Centre revenue forecast for the period from the beginning of 2021 to the beginning of 2025 in millions of USD per annum
Figure 94 - A table showing the key statistics for the 3rd party Mexican Data Centre market
Figure 95 - A map graphic showing the key KIO Networks Data Centre facilities in Mexico
Figure 96 - A chart forecasting the growth in Mexican Data Centre space (in ‘000s of m2) and DCCP (in MW) from the beginning of 2021 to the beginning of 2025
Figure 97 - A chart showing the average Mexican rack space, m2 & per kW rentals in USD per month forecast as of the beginning of 2021
Figure 98 - A pricing forecast for average Mexican rack space, m2 & per kW rentals in USD per month from the beginning of 2021 to the beginning of 2025
Figure 99 - A chart showing a Mexican Data Centre revenue forecast for the period from the beginning of 2021 to the beginning of 2025 in millions of USD per annum
Figure 100 - A table showing the key statistics for the 3rd party Moroccan Data Centre market
Figure 101 - A chart forecasting the growth in Moroccan Data Centre space (in ‘000s of m2) and DCCP (in MW) from the beginning of 2021 to the beginning of 2025
Figure 102 - A chart showing the average Moroccan rack space, m2 & per kW rentals in USD per month forecast as of the beginning of 2021
Figure 103 - A chart showing a pricing forecast for average Moroccan rack space, m2 & per kW rentals in USD per month from the beginning of 2021 to the beginning of 2025
Figure 104 - A chart showing a Moroccan Data Centre revenue forecast for the period from the beginning of 2021 to the beginning of 2025 in millions of USD per annum
Figure 105 - A table showing the key statistics for the 3rd party Russian Data Centre market
Figure 106 - A table showing the key Rostelecom Data Centre facilities in the Moscow area
Figure 107 - A table showing the MegaFon Data Centre facilities in Russia
Figure 108 - A chart forecasting the growth in Russian Data Centre space (in ‘000s of m2) and DCCP (in MW) from the beginning of 2021 to the beginning of 2025
Figure 109 - A chart showing the average Russian rack space, m2 & per kW rentals in USD per month forecast as of the beginning of 2021
Figure 110 - A chart showing a pricing forecast for average Russian rack space, m2 & per kW rentals in USD per month from the beginning of 2021 to the beginning of 2025
Figure 111 - A chart showing a Russian Data Centre revenue forecast for the period from the beginning of 2021 to the beginning of 2025 in millions of USD per annum
Figure 112 - A table showing the key statistics for the 3rd party South African Data Centre market
Figure 113 - A table showing the key Vodacom Business Data Centre facilities in South Africa
Figure 114 - A chart forecasting the growth in South African Data Centre space (in ‘000s of m2) and DCCP (in MW) from the beginning of 2021 to the beginning of 2025
Figure 115 - A chart showing the average South African rack space, m2 & per kW rentals in USD per month forecast as of the beginning of 2021
Figure 116 - A chart showing a pricing forecast for average South African rack space, m2 & per kW rentals in USD per month from the beginning of 2021 to the beginning of 2025
Figure 117 - A chart showing a South African Data Centre revenue forecast for the period from the beginning of 2021 to the beginning of 2025 in millions of USD per annum
Figure 118 - A table showing the key statistics for the 3rd party Turkish Data Centre market
Figure 119 - A chart forecasting the growth in the Turkish Data Centre space (in ‘000s of m2) and DCCP (in MW) from the beginning of 2021 to the beginning of 2025
Figure 120 - A chart showing the average Turkish rack space, m2 & per kW rentals in USD per month forecast as of the beginning of 2021
Figure 121 - A chart showing a pricing forecast for average Turkish rack space, m2 & per kW rentals in USD per month from the beginning of 2021 to the beginning of 2025
Figure 122 - A chart showing a Turkish Data Centre revenue forecast for the period from the beginning of 2021 to the beginning of 2025 in millions of USD per annum
Figure 123 - A table showing the key statistics for the 3rd party Vietnamese Data Centre market
Figure 124 - A chart forecasting the growth in the Vietnamese Data Centre space (in ‘000s of m2) and DCCP (in MW) from the beginning of 2021 to the beginning of 2025
Figure 125 - A chart showing the average Vietnamese rack space, m2 & per kW rentals in USD per month forecast as of the beginning of 2021
Figure 126 - A chart showing a pricing forecast for average Vietnamese rack space, m2 & per kW rentals in USD per month from the beginning of 2021 to the beginning of 2025
Figure 127 - A chart showing a Vietnamese Data Centre revenue forecast for the period from the beginning of 2021 to the beginning of 2025 in millions of USD per annum
Figure 128 - A table summarising total Data Centre raised floor space across the ten Emerging Markets in m2
Figure 129 - A table summarising the Data Centre raised floor space across the ten Emerging Markets in ‘000s of m2 forecast from the beginning of 2021 to the beginning of 2025
Figure 130 - A table summarising forecast DCCP across the ten Emerging Markets in MW from the beginning of 2021 to the beginning of 2025
Figure 131 - A chart summarising forecast DCCP across the ten Emerging Markets in MW from the beginning of 2021 to the beginning of 2025
Figure 132 - A table showing forecast rack space, m2, kW rentals in USD per month for the ten Emerging Market countries as of the beginning of 2021
Figure 133 - A chart showing forecast rack space, m2, kW rentals in USD per month for the ten Emerging Market countries as of the beginning of 2021
Figure 134 - A table showing forecast Data Centre revenues in USD per annum for the ten Emerging Market countries from the beginning of 2021 to the beginning of 2025
Figure 135 - A table listing the public Cloud & Data Centre Providers that are mentioned in this report

Samples

Executive Summary

This report finds that all of the ten (10) Public Cloud and Data Centre countries in the report are due to see significant growth in revenues with Data Centres also experiencing growth in space and power over the period from the beginning of 2021 to the beginning of 2025.

The key trends across the 10 markets include:

That total Data Centre capacity across all of the 10 Countries (Brazil, China, India, Indonesia, Mexico, Morocco, Russia, South Africa, Turkey and Vietnam) will be almost 3.2 million m2 as of the beginning of 2021. The report finds that Data Centre raised floor space across the Emerging Markets is forecast to grow by almost 53 percent overall for the period from the beginning of 2021 to the beginning of 2025.

China is the dominant Data Centre market in the 10 Emerging Markets surveyed - China accounts for 55 percent of all Data Centre space across the 10 Markets, followed by India with 19 percent, then Russia and Mexico with 5 percent each.

Data Centre revenues over the 10 Emerging Markets are also forecast to grow over the period - Overall Data Centre revenues are forecast to increase from USD $11.6 billion (2021) up to USD $18 billion (2025) - with China alone growing by USD $4.4 billion, India by USD $621 million & Brazil by USD $328 million over the period from the beginning of 2021 to the beginning of 2025.

Data Centre growth rates vary by each of the 10 Emerging Markets - The Chinese and Brazilian markets are forecast to see 17 percent annual revenue growth over the period - followed by South Africa & Turkey with 16 per cent and 15 percent growth rates respectively.

Significant new Data Centre capacity is being added across all 10 Emerging Markets - New space is being added by telecom providers including Rostelecom (Russia), Turkcell (Turkey) FPT Telecom and Viettel (Vietnam) as well as by specialist Data Centre Providers Ascenty/Digital Realty (Brazil) and Equinix (Mexico).

The key change in the market is the adoption of public cloud services worldwide, with public cloud revenues outstripping Data Centre revenues over the period.

For example, in total public cloud revenues over the 10 Emerging Markets are forecast by DCP to range from USD $23.2 billion (2021) up to USD $39.7 billion (2025) - with the growth of over $16.5 billion over the period - more than double the Data Centre revenue amount.

The growth in public cloud revenues also varies by Country Market - and is forecast to range from 13 percent (China and Russia) up to 23 percent (Indonesia) per annum over the period from the beginning of 2021 to the beginning of 2025.

Although all of the Emerging Markets are forecast to see growth - markets face a series of challenges to provide continued and sustainable development. Challenges range from power shortages and power restrictions, a shortage of Carrier Neutral Data Centre capacity and a focus on development in only a small number of cities.

What is an Emerging Data Centre Market?
The analyst defines an Emerging Data Centre Market as being a country market with above average growth. Growth rates vary extensively by market. Overall, global Data Centre Providers are reporting strong revenue growth, with Digital Realty reporting year on year revenue growth of 24 percent (to Q2 2020), Equinix reporting 8 percent revenue growth over the same period. Chinese Data Centre Provider 21vianet Group saw 28.8 percent growth for the year to Q2 2020 and rival GDS Holdings reported growth of 36.2 percent growth over the same period. The Chinese Data Centre market is showing additional levels of growth compared with other markets worldwide.      

• Ascenty/Digital Realty
• Equinix
• FPT Telecom
• Rostelecom
• Turkcell  
• Viettel  

Methodology

The analyst researches its reports typically within a three-month period. All of its reports are based on primary and secondary research including interviews with relevant companies/operators covered in the report. The analyst also draws on its extensive in-house database and its contacts in the field of telecommunications it has established since the company was launched in 2006.

The analyst has 26-years of experience in the field of telecoms pricing both mobile and fixed. They have a network of consultants as well as a multi-lingual research team, with languages spoken French, German, Polish and Spanish.