The study looks at the African Multi-Tenant Data Center (MTDC) market and the new phase of growth it has now entered, one that will see deeper adoption in core markets, and a broader, more distributed data center service penetration beyond the core.
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The African Data Centre still rises!
The African Multi-Tenant Data Center (MTDC) market has entered a new phase of growth, one that should see deeper adoption in core markets, and a broader, more distributed data center service penetration beyond the core.
The harbingers of this impending data center market growth have been building up for years. African broadband is booming; the number of connections has passed the 200 million mark and should grow by an average of nearly 20% over the next five years. Fiber connectivity prices are declining, workload migration to the cloud is accelerating, data privacy and sovereignty concerns are gaining ground, and a new breed of consumer and enterprise digital natives are putting new demands on African Internet networks.
These and other factors are driving the race to bring the brains of the African Internet back to the continent, in the process transforming the African data center colocation business into one of the hottest growth segments in the African ICT market. This transformation is at the heart of this report, the second edition of our 'Africa Data Center Rises' series.
Leveraging months of research, dozens of interviews, extensive data collections and new analytical tools for data center analysis and geomapping, the “African Data Center Rises - How the Race to the Cloud is Transforming African Colocation Markets” report provides an unprecedented view into the dynamics underpinning the African MTDC colocation market.
The report explores key questions surrounding the African MTDC colocation market from the mundane, yet critical (how many colo data centers are there exactly in Africa, how big is the market, who are the key players), to the more incisive, if complicated (Can African colo players survive on colo only, should African telcos sell their data center assets, how much is Teraco worth, which markets are the most attractive, etc.)
A reference report for all players and investors in the African colocation and cloud markets.
The Corporate/Premium version of this report includes more than 50+ supporting charts and data points in Excel format (See Report Specs).
Table of Contents
EXECUTIVE SUMMARY: THE AFRICAN DATA CENTER IS STILL RISING
PART I –THE NUMBERS HOW MANY MTDCs ARE THERE IN AFRICA? MTDCs in Africa: ~150+ and Rising Separating 'Real' Multi-Tenant Data Centers from the Other Sort Where they Are: Africa MTDC Map How they Break Down: Africa MTDCs by Size and Type How they Break Down: Pure-Play Colo Facilities vs. Multi-Purpose Facilities How they Break Down: (Almost) Everybody Is Tier III –Or are They?
WHAT IS THE SIZE OF THE AFRICAN COLOCATION MARKET? The African Colo Market: ~80k Square Meters of Available White Space The African Colo Market: Power and Rack Capacity The African Colocation Market: A Map Review South Africa, North Africa, the KiNG Markets and Everyone Else Africa's Top Metro Colocation Markets
WHAT IS THE DEMAND POTENTIAL FOR AFRICAN MTDC COLOCATION? The African Colocation Demand Universe: Service Providers and Digital Natives The African Colocation Demand Universe: Financials, SME, Enterprise and Government Africa's Colo Demand Hotspots – A Segment View Africa's Potential Colo Demand: ~200k Square Meters, and Probably More Assessing Realized Demand: Between Upside and Skepticism
WHAT IS THE REVENUE SIZE & OUTLOOK FOR AFRICAN MTDC COLOCATION? Data Center Colocation –One of the Hottest Segments in the African ICT Market Market Outlook: The Rise of the Cloud Makes Us Bullish on African Colo The African Colo Market Will Double in Size African Colo Market Outlook: A Segment View
THE COMPETITIVE STRUCTURE OF THE AFRICAN MTDC COLOCATION MARKET: OF 'TRUE' CARRIER NEUTRAL, TELCO DCs, AND IT PLAYERS
Who Controls Africa's Colo Space? A Macro View Not Alike: Colo Market Competitive Structure in South, North Africa Not Alike: Colo Market Competitive Structure in the KiNG Markets, Rest of Africa 'True' Carrier-Neutral vs. 'Not Really' Carrier-Neutral The Rise of the 'True' Carrier Neutral Colo Africa’s Top 25 Largest Colocation Data Centers From Teraco to Emtel: Africa’s Top 20 Colocation Players
PART II –BEHIND THE NUMBERS: ANSWERING KEY QUESTIONS
Which African colo markets are most attractive? Should African Telcos Sell Their Data Center Assets? Can the African Data Center Survive the Continent's Power Supply Problems? Why Are the Global Colo Players Not Here Yet? Will They Ever Come? Africa MTDC M&A Targets: There's Teraco, Then There's Everybody Else From Teraco to MDXi and Dataxion: Identifying Africa's Most Attractive Data Center M&A Assets Teraco: Show Them the Money Teraco: A Growth Story in Key Charts Can Government Data Centers Change the African Supply Picture?
PART III –COUNTRY FOCUS
SOUTH AFRICA: THE PLACE OF (DATA CENTER) GOLD
South Africa MTDC Colocation Market – Five-Point Summary South Africa: Africa's Colo Behemoth Gauteng: The Place of (Data Center) Gold Cape Town: More than Nice Views South Africa –A Deep Demand for Cloud Services The Supply-Side: An IT/Enterprise Provider Market South Africa MTDC Colocation –Key Player Assessment Revenue Outlook – South Africa
KENYA: READY FOR TAKE-OFF
Kenya MTDC Colocation Market – Five-Point Summary East Africa’s Internet Gateway Strong Fundamental Drivers of Colo Demand An Increasingly Ripe Demand for Cloud Services Colo Demand -Growing, but Still Underpenetrated The Supply-Side: No Tier 1 Telco Domination Here Kenya MTDC Colocation –Key Player Assessment Excellent Fundamentals – with a Minor Terrestrial Fiber Concern Revenue Outlook – Bullish on Kenyan Colocation
NIGERIA: THE GIANT IS STILL SLEEPING
Nigeria MTDC Colocation Market – Five-Point Summary Africa's Third Largest Colocation Market Excellent Broadband Growth Potential A Deep – Still Underexploited – Colo Demand Potential A Highly Underpenetrated Demand The Supply-Side: Could Use More Carrier-Neutral Options Nigeria MTDC Colocation –Key Player Assessment Strong Growth Fundamentals, and a Connectivity Problem Revenue Outlook – Promising, but Could do Substantially Better
MOROCCO: PROMISING, BUT STILL CONSTRAINED
Morocco MTDC Colocation Market – Five-Point Summary A Slow Awakening to Colocation Strong Fundamental Drivers Morocco – Cloud Services Demand is Still Constrained The Supply-Side: Highly Fragmented Morocco MTDC Colocation Market Supply Morocco MTDC Colocation – Key Player Assessment Morocco MTDC Colocation – Pricing & Service Portfolio Revenue Outlook –Strong, but Can be Better
TUNISIA: AFRICA'S BEST HIDDEN COLO SECRET
Tunisia MTDC Colocation Market – Five-Point Summary North Africa's Fastest Growing Market An Excellent Broadband Growth Potential Tunisia –Demand for Cloud Services only Emerging The Supply-Side: Carrier-Neutral Domination Tunisia MTDC Colocation – Pricing & Service Portfolio Revenue Outlook –Market Size Projected to Triple
PART I –THE NUMBERS
Broadband is Here -Broadband Subscriber Base in Africa – 2015-2020
The Fiber Capacity is Here: Africa Subsea Lit Capacity – 2015-2020
The Cloud is Here – Cloud Data Center Workloads vs. Traditional DC Workloads in the Middle East and Africa (2015-2020)
Number of Multi-Tenant Data Centers in Africa –Top Line View*
Number of Multi-Tenant Data Centers in Africa –View by Market Grouping
African MTDCs - Based on Building Type, Specifications and Certifications
African MTDCs -Based on the Primary Purpose/Function of the Facility***
Where they Are: Africa MTDC Map*
Distribution of African MTDCs by Size -(2017E)
Distribution of African MTDCs by Primary Purpose -(2017E)*
MTDC Facilities by Type of Operator –2017 F
MTDC Facilities Dedicated to Colocation -by Type of Operator –2017 F
MTDC Facilities by Tier –Based on Specifications Claims
MTDC Facilities by Tier – Based on Actual Uptime Institute Certifications
Africa Share of Global Population, GDP, Mobile Broadband and Colo Space Evolution of Africa
MTDC Colocation White Space Africa Colocation Space vs. Sample
Major Colocation Markets Evolution of Africa
MTDC Colocation Capacity – Rack Units Evolution of Africa
MTDC Colocation Capacity – Power Supply Africa's Top 10 Colocation Markets (Countries)*
Africa Colo Space by Core Market Grouping (2017 E) Africa’s Top 10 Colocation Metros / Regions
Estimated Potential Demand in Key African Colocation Markets
Distribution of Potential Demand by Key Segment
Available Data Center Space Supply as % of Potential Demand
Utilized Data Center Space as % of Potential Demand Available
Data Center Space Supply as % of Potential Demand Utilized
Data Center Space as % of Potential Demand
Revenue Growth Over the Past 2 Years (2014-16) in Sample Markets – Colocation vs. B2B
ICT/Wholesale Evolution of Africa MTDC Colocation Revenue -2011 E –2016 E Africa MTDC Colocation Space Forecast -2016 E –2021 F
Colocation Revenue as a Share of B2B ICT + Wholesale Revenue –Sample Markets -2016E
Africa MTDC Colocation Revenue Outlook –2016 E –2021 F
Market Contribution to African Colocation Revenue –2016E vs. 2021F
Africa Colocation Revenue Growth by Customer Segment –2016 E –2021 F
Share of Africa Colocation Revenue by Customer Segment –2016 vs. 2021F
Share of Africa MTDC Colocation White Space –2017 F vs. 2021 F
Carrier Neutral Data Center Share of Colocation White Space in Sample African Markets
African Colocation Space by Type of Operator = 2011E –2017F
Africa's Top 25 Largest Colocation Data Centers Africa's Top 20 Colocation Players – Based on Owned Colocation Space - 2017 E
PART II –BEHIND THE NUMBERS: ANSWERING KEY QUESTIONS
Key Metro Market Benchmarks: South Africa and North Africa
Key Metro Market Benchmarks: KiNG Markets and Other Africa
Sample Telco Data Center Transactions
How They Do It –Sample Energy Supply Sourcing Strategies International
MTDC Colocation Players – Global Data Center Presence
Teraco: Evolution of Colocation Space –2012 -2018
Teraco: Evolution of Power Capacity –2012 -2018
Teraco: Evolution of Customer Base –2010 -2016
Teraco: Evolution of Cross-Connects –2010 -2016
Where they Are: Government National Data Centers in Africa* Government NDC Share of Available Colocation Space – Sample Markets