20240507-莱坊-Data_Centres_2023_The_APAC_Report_8页_2mb

报告摘要

March 2024 Knight Frank/DC Byte Report

2023 marked a transformative year in the Asia-Pacific data centre market, comparable to 2006, with hyperscale providers like Amazon, Google, and Microsoft driving expansion and global attention.
AI proliferation significantly boosted demand, leading to record absorption rates and ramped-up infrastructure projects, particularly in response to rapid technological shifts.
The market reflected growth in regions where cloud adoption surged, often in partnership with local operators to navigate regulatory and economic challenges.

Osaka: Notable expansion through new facilities (e.g., Colt DCS and MC Digital Realty) capitalizing on AI demand, despite constraints like slower power project approvals. Supply grew to over 760MW, with operators increasing capacity by nearly 130MW.
Johor: Experienced substantial growth, fueled by AI initiatives and Chinese hyperscaler investments; supply volumes tripled, with multiple operators competing for market share.
Manila: High density and capacity retention, with live IT supply reaching 758.62MW; absorption driven by cloud providers and economic factors, though challenges like power costs persist.
Taipei: Strong demand from cloud take-up, contributing to market diversity; operators like Chunghwa Telecom lead, with planned expansions targeting long-term growth.
Hanoi: Regulatory easing boosted activity; operators focus on colocation and partnerships, with power sustainability as a key concern.
Melbourne: Significant investment from global hyperscalers, driving wholesale colocation growth and market consolidation, enhancing infrastructure capacity.
New Delhi & Hyderabad/Chennai: Supply-demand imbalances intensified due to cloud adoption, with operators like Amazon, Google, and NTT-Netmagic expanding; Chennai showed varied growth, with NTT-Netmagic leading capacity additions.

Dominant players are evolving, with operators such as STT GDC, NTT-Netmagic, and NEXTDC gaining or losing market shares based on strategic expansions and acquisitions.
Key challenges include power sustainability, regulatory hurdles, and geopolitical risks, which operators lobby governments to address for sustained growth.
Cloud adoption, particularly public cloud services, remains a primary driver of demand, influencing retail and wholesale colocation markets across APAC.

2024 is expected to see heightened competition, with supply-demand imbalances fueling investment in regions like Johor, Osaka, and Manila.
Continued AI and hyperscaler involvement will shape market priorities, alongside efforts to enhance power efficiency and sustainability in line with global economic trends.

This summary highlights the 2023 report's core themes, emphasizing growth drivers, regional variations, and strategic operator developments.

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