亚太数据中心市场更新-30页_17mb

APAC Data Center Market Overview (H2 2022 Summary)

Primary Markets

Singapore (Rank #1)

• Operational Capacity: 876MW
• Planned Capacity: 170MW
• Vacancy Rate: 2%
• Key Developments: Economic Development Board (EDB) and Infocomm Media Development Authority launched a Data Centre Call for Application (DC-CFA) with sustainability focuses. New applications extend to Dec 2022; key requirements include 1.3 PUE or better and BCA IMDA Green Mark Platinum Certification.

Hong Kong (Rank #2)

• Operational Capacity: 417MW
• Planned Capacity: Not specified; focus on high demand and digitalization initiatives.
• Vacancy Rate: Not provided
• Key Developments: Strong connectivity and global cloud access; constraints due to land and power shortages in key areas. Ecosystem includes ecosystem investments from firms like AirTrunk and regulatory supports.

Sydney (Rank #3)

• Operational Capacity: Not specified; focus on rapid growth.
• Planned Capacity: Up to 160MW under construction; large deployments by operators.
• Vacancy Rate: Not specified
• Key Developments: Shift west for land and power; alliances like STACK and Hickory for national platforms. New infrastructure cabling and hyperscaler encroachment.

Seoul (Rank #4)

• Operational Capacity: Not specified
• Planned Capacity: Significant international investments; renewal rates driving growth.
• Vacancy Rate: Not provided
• Key Developments: Inflow of global operators changing market dynamics. Land scarcity in central areas; cost-effective alternatives in northern areas.

Tokyo (Rank #5)

• Operational Capacity: Not detailed
• Planned Capacity: 221MW under construction
• Vacancy Rate: Not given
• Key Developments: Hyperscaler expansion; focus on green financing and infrastructure modernization with new facilities.

Mumbai (Rank #6)

• Operational Capacity: Not specified
• Planned Capacity: High pipeline up to 565MW; large market share retained.
• Vacancy Rate: Not provided
• Key Developments: Aggressively expanding data center policy from state government. Large hypere-scale projects and regional connectivity enhancements.

Emerging Markets Overview

• Key markets hinge on regulatory incentives, connectivity, and capacity growth drivers. Examples from Johor (Malaysia), Jakarta (Indonesia), Hyderabad (India), Bangkok (Thailand), Manila (Philippines), and HCMC (Vietnam) show varied growth rates and unique constraints.

Market-wide Trends (Collated)

• Power and land scarcity as common constraints.
• Sustainability and green energy emphasized in acquisitions and investments (e.g., SC Capital Partners programs).
• Hyperscaler expansion, particularly from Google, AWS, and Microsoft, in primary markets.
• Undersea cable developments enhancing connectivity across APAC region.