Q2 2018: APAC Infrastructure Quarterly Report

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Asia Pacific Internet Infrastructure Sector Overview Q2 2018

Executive Summary

The recent quarter was a steady one. There was the usual stream of data centre expansion activity, new products rolled off the assembly line and the ongoing migration to cloud, particularly in the enterprise space, continued.

There were also a number of interesting strategic developments that speak to both the upside and the challenges of playing in the APAC region. The sheer size and dynamism of the market make for a tantalizing long-term opportunity. But it is that same diversity, combined with the very unique national market nuances, that make market entry and growth fraught with a range of challenges. Things are not insurmountable, but this is a market that will require patience and discipline over the long-term. Strategic moves from Keppel DC REIT and Bridge Data Centres in the recent quarter provide some perspective.

Overall, the market continues to push forward. The numbers were steady across the board and consistent data centre expansion activity is a strong indication of demand not just for colocation, but for the cloud services that are often housed in these facilities. The importance of having clouds reside in third party data centres, and the spinoff effect on interconnection, is also a driving force behind Equinix’s recent shift to the wholesale colocation opportunity. The public cloud continues to be at the forefront and new service lines like managed third party cloud are showing more and more promise – further validating the value that data and workloads moving into outsourced infrastructure environments holds for IT spending in general.

This report takes a closer look at the Asia-pacific infrastructure services market and tracks its most important developments and noteworthy trends. We also take a closer look at the growth trajectory of the market.