Indian Data Center Industry Research 🔥🔥
- One of the fastest growing markets & ranked 14th globally
- 151 datacenters in India, with US ranked #1 with 5,375
- India has 880 Mn internet users (2x US & 12x UK)
Read thread below!
(1/n)
Source: Colliers-CII
#datacenter
- One of the fastest growing markets & ranked 14th globally
- 151 datacenters in India, with US ranked #1 with 5,375
- India has 880 Mn internet users (2x US & 12x UK)
Read thread below!
(1/n)
Source: Colliers-CII
#datacenter
(Contd)
- Data center space per Mn internet users is just 2.3 compared to 145.9 in Singapore
- Drivers - availability of space, global connectivity, low land & power costs, Digital India
- As of Aug'23, DC capacity stands at 819MW in top 7 cities in India spread on 11 msf
(2/n)
- Data center space per Mn internet users is just 2.3 compared to 145.9 in Singapore
- Drivers - availability of space, global connectivity, low land & power costs, Digital India
- As of Aug'23, DC capacity stands at 819MW in top 7 cities in India spread on 11 msf
(2/n)
(Contd.)
- Indian DC space almost doubled from 2020 to 2023
- Internet users inc. by 23% from 2020 to '23
- Avg. data consumption inc. 44% from 2020-'22
- Cloud mkt rose 2x from 2020-'22
- Due to high capex, top 5 operators hold 75% share
(3/n)
- Indian DC space almost doubled from 2020 to 2023
- Internet users inc. by 23% from 2020 to '23
- Avg. data consumption inc. 44% from 2020-'22
- Cloud mkt rose 2x from 2020-'22
- Due to high capex, top 5 operators hold 75% share
(3/n)
National Datacenter Policy
- 12K Cr scheme to attract investors, promote local equip. use
- Provide Infra status to DC to avail long term credit
- Specialized DC Economic Zones
- Quality power for uninterrupted supply
- Encourage global manuf. to manufacture in India
(4/n)
- 12K Cr scheme to attract investors, promote local equip. use
- Provide Infra status to DC to avail long term credit
- Specialized DC Economic Zones
- Quality power for uninterrupted supply
- Encourage global manuf. to manufacture in India
(4/n)
Data Protection Bill
- Data Localization
- Processing personal data with consent
- Permits data transfer outside India
- Data fiduciaries must ensure data accuracy & security
Other initiatives
- Rural connectivity & 5G expansion
- Optic fibre network augmentation
(5/n)
- Data Localization
- Processing personal data with consent
- Permits data transfer outside India
- Data fiduciaries must ensure data accuracy & security
Other initiatives
- Rural connectivity & 5G expansion
- Optic fibre network augmentation
(5/n)
Indian Data Center Geographic Location
- 50% existing & 47% upcoming is in Mumbai
- Ranking
Mumbai > Chennai > Delhi NCR > Bengaluru > Pune > Hyderabad > Kolkata
- 61% of the new additions in Mumbai were post-pandemic & Chennai saw 3x
(6/n)
- 50% existing & 47% upcoming is in Mumbai
- Ranking
Mumbai > Chennai > Delhi NCR > Bengaluru > Pune > Hyderabad > Kolkata
- 61% of the new additions in Mumbai were post-pandemic & Chennai saw 3x
(6/n)
India is in a nascent stage of DC
- Mumbai is a mature market while Chennai, Bengaluru, Delhi NCR are established markets & Tier 2 cities are quantum growth markets with immense potential
(7/n)
- Mumbai is a mature market while Chennai, Bengaluru, Delhi NCR are established markets & Tier 2 cities are quantum growth markets with immense potential
(7/n)
Size wise split of DC
- 70% of DC pre-pandemic was 4-20MW catering to medium retail & wholesale biz.
- Large DC increased from 26% pre-pandemic to 67% to post due to rise of Hyperscaler
- <4MW DC remains low, likely to increase in next 3-4 yrs with more edge computing
(8/n)
- 70% of DC pre-pandemic was 4-20MW catering to medium retail & wholesale biz.
- Large DC increased from 26% pre-pandemic to 67% to post due to rise of Hyperscaler
- <4MW DC remains low, likely to increase in next 3-4 yrs with more edge computing
(8/n)
Tier 2 Cities to witness growth
- Only 4% of total DC capacity is located in Tier 2 cities
- As demand for proximity to cust. increases, DC demand would accelerate
- Offer valuable disaster recovery advantages
- Edge DC are seeing traction due to AI, IOT, cloud etc.
(9/n)
- Only 4% of total DC capacity is located in Tier 2 cities
- As demand for proximity to cust. increases, DC demand would accelerate
- Offer valuable disaster recovery advantages
- Edge DC are seeing traction due to AI, IOT, cloud etc.
(9/n)
DC Development Cost
Total cost - 7-7.5 Mn USD per MW
Real Estate & construction costs - 30-40%
Major cost header is Mech & Electrical cost - 60-65%
16-17% Yields from DC outperform leased offices, residential, warehouses etc. where maximum yield is 10%
(10/n)
Total cost - 7-7.5 Mn USD per MW
Real Estate & construction costs - 30-40%
Major cost header is Mech & Electrical cost - 60-65%
16-17% Yields from DC outperform leased offices, residential, warehouses etc. where maximum yield is 10%
(10/n)
Market Opportunity - Potential of 10Bn USD in 3 years - 40% higher than 2020-2022 period
DC Land to cross 23 msf by 2026 catering to total capacity of 1.8 GW
Green penetration of DC rising -
20% of current cap. is LEED certified
61% rise in green DC cap. from 2020
(11/n)
DC Land to cross 23 msf by 2026 catering to total capacity of 1.8 GW
Green penetration of DC rising -
20% of current cap. is LEED certified
61% rise in green DC cap. from 2020
(11/n)
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I have covered semiconductor industry as well in other post. Have a look at it too.
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#datacenter
#anantraj
#e2e
#netweb
#apar
#technoelectric
I have covered semiconductor industry as well in other post. Have a look at it too.
x.com
#datacenter
#anantraj
#e2e
#netweb
#apar
#technoelectric
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