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Carlsbad, CA | Washington, DC | Exeter, UK | Singapore | www.telegeography.com | [email protected] Recent Trends in Asia & Oceania Cody Williams

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Page 1: Recent Trends in Asia & Oceania - APNIC · 2014 and 2015 for Asia and Oceania. • Private Network demand continues to grow, 61% on the Trans-Pacific route between 2014 and 2015

Carlsbad, CA | Washington, DC | Exeter, UK | Singapore | www.telegeography.com | [email protected]

Recent Trends in Asia & Oceania

Cody Williams

Page 2: Recent Trends in Asia & Oceania - APNIC · 2014 and 2015 for Asia and Oceania. • Private Network demand continues to grow, 61% on the Trans-Pacific route between 2014 and 2015

Carlsbad, CA | Washington, DC | Exeter, UK | Singapore | www.telegeography.com | [email protected]

Overall Bandwidth Growth in Asia

Page 3: Recent Trends in Asia & Oceania - APNIC · 2014 and 2015 for Asia and Oceania. • Private Network demand continues to grow, 61% on the Trans-Pacific route between 2014 and 2015

Carlsbad, CA | Washington, DC | Exeter, UK | Singapore | www.telegeography.com | [email protected]

Overall Bandwidth Growth in Oceania

Page 4: Recent Trends in Asia & Oceania - APNIC · 2014 and 2015 for Asia and Oceania. • Private Network demand continues to grow, 61% on the Trans-Pacific route between 2014 and 2015

Carlsbad, CA | Washington, DC | Exeter, UK | Singapore | www.telegeography.com | [email protected]

Comparing Growth by Region

Annual Growth in International Used Bandwidth, 2006-2015

Page 5: Recent Trends in Asia & Oceania - APNIC · 2014 and 2015 for Asia and Oceania. • Private Network demand continues to grow, 61% on the Trans-Pacific route between 2014 and 2015

Carlsbad, CA | Washington, DC | Exeter, UK | Singapore | www.telegeography.com | [email protected]

How Asia Bandwidth is Connected

Asia Used Bandwidth Connected by Region, 2015

Page 6: Recent Trends in Asia & Oceania - APNIC · 2014 and 2015 for Asia and Oceania. • Private Network demand continues to grow, 61% on the Trans-Pacific route between 2014 and 2015

Carlsbad, CA | Washington, DC | Exeter, UK | Singapore | www.telegeography.com | [email protected]

How Oceania is Connected

Oceania Used Bandwidth Connected by Region, 2015

Page 7: Recent Trends in Asia & Oceania - APNIC · 2014 and 2015 for Asia and Oceania. • Private Network demand continues to grow, 61% on the Trans-Pacific route between 2014 and 2015

Carlsbad, CA | Washington, DC | Exeter, UK | Singapore | www.telegeography.com | [email protected]

Examining Growth by Country

Compound Annual Growth Rate, Used Bandwidth 2011-2015

Page 8: Recent Trends in Asia & Oceania - APNIC · 2014 and 2015 for Asia and Oceania. • Private Network demand continues to grow, 61% on the Trans-Pacific route between 2014 and 2015

Carlsbad, CA | Washington, DC | Exeter, UK | Singapore | www.telegeography.com | [email protected]

Continued Rise of Private Networks

32%

Used Bandwidth On The Trans-Pacific Route, 2010-2015

Page 9: Recent Trends in Asia & Oceania - APNIC · 2014 and 2015 for Asia and Oceania. • Private Network demand continues to grow, 61% on the Trans-Pacific route between 2014 and 2015

Carlsbad, CA | Washington, DC | Exeter, UK | Singapore | www.telegeography.com | [email protected]

Locations of Major Data Centers, 2015

Page 10: Recent Trends in Asia & Oceania - APNIC · 2014 and 2015 for Asia and Oceania. • Private Network demand continues to grow, 61% on the Trans-Pacific route between 2014 and 2015

Carlsbad, CA | Washington, DC | Exeter, UK | Singapore | www.telegeography.com | [email protected]

Locations of Major Data Centers, 2017

Page 11: Recent Trends in Asia & Oceania - APNIC · 2014 and 2015 for Asia and Oceania. • Private Network demand continues to grow, 61% on the Trans-Pacific route between 2014 and 2015

Carlsbad, CA | Washington, DC | Exeter, UK | Singapore | www.telegeography.com | [email protected]

The Move To 100 Gbps Wavelengths

Potential Capacity, Southern Cross North Leg (Tbps)

Page 12: Recent Trends in Asia & Oceania - APNIC · 2014 and 2015 for Asia and Oceania. • Private Network demand continues to grow, 61% on the Trans-Pacific route between 2014 and 2015

Carlsbad, CA | Washington, DC | Exeter, UK | Singapore | www.telegeography.com | [email protected]

But What About The Future?

Lit and Potential Trans-Pacific Capacity 2015-2025

Exhaustion in mid-2018

Potential of existing cables 2015

Page 13: Recent Trends in Asia & Oceania - APNIC · 2014 and 2015 for Asia and Oceania. • Private Network demand continues to grow, 61% on the Trans-Pacific route between 2014 and 2015

Carlsbad, CA | Washington, DC | Exeter, UK | Singapore | www.telegeography.com | [email protected]

Capacity Exhaustion Continued Lit and Potential Trans-Pacific Capacity 2015-2025

Exhaustion in 2021

Potential of existing cables plusFASTER, SEA-US, & NCP

Page 14: Recent Trends in Asia & Oceania - APNIC · 2014 and 2015 for Asia and Oceania. • Private Network demand continues to grow, 61% on the Trans-Pacific route between 2014 and 2015

Carlsbad, CA | Washington, DC | Exeter, UK | Singapore | www.telegeography.com | [email protected]

Capacity Exhaustion Continued

Lit and Potential Trans-Pacific Capacity 2015-2025

Exhaustion in 2023

Potential if all older cables could theoretically accommodate 100 x 100G

Page 15: Recent Trends in Asia & Oceania - APNIC · 2014 and 2015 for Asia and Oceania. • Private Network demand continues to grow, 61% on the Trans-Pacific route between 2014 and 2015

Carlsbad, CA | Washington, DC | Exeter, UK | Singapore | www.telegeography.com | [email protected]

Capacity Exhaustion Continued

Lit and Potential Trans-Pacific Capacity 2015-2025

Exhaustion in mid-2023

Potential with adding 1 new 72 Tbps cable

Page 16: Recent Trends in Asia & Oceania - APNIC · 2014 and 2015 for Asia and Oceania. • Private Network demand continues to grow, 61% on the Trans-Pacific route between 2014 and 2015

Carlsbad, CA | Washington, DC | Exeter, UK | Singapore | www.telegeography.com | [email protected]

And A Snapshot Of Spending On Cables, 2015-17

Page 17: Recent Trends in Asia & Oceania - APNIC · 2014 and 2015 for Asia and Oceania. • Private Network demand continues to grow, 61% on the Trans-Pacific route between 2014 and 2015

Carlsbad, CA | Washington, DC | Exeter, UK | Singapore | www.telegeography.com | [email protected]

Proposed Cables, 2016-2018

Page 18: Recent Trends in Asia & Oceania - APNIC · 2014 and 2015 for Asia and Oceania. • Private Network demand continues to grow, 61% on the Trans-Pacific route between 2014 and 2015

Carlsbad, CA | Washington, DC | Exeter, UK | Singapore | www.telegeography.com | [email protected]

Prices Still Falling Median Monthly Lease, 10 Gbps Wavelength

Page 19: Recent Trends in Asia & Oceania - APNIC · 2014 and 2015 for Asia and Oceania. • Private Network demand continues to grow, 61% on the Trans-Pacific route between 2014 and 2015

Carlsbad, CA | Washington, DC | Exeter, UK | Singapore | www.telegeography.com | [email protected]

Prices Vary By Geography Median Lease Price, 10 Gbps wavelength, Q4 2015.

Page 20: Recent Trends in Asia & Oceania - APNIC · 2014 and 2015 for Asia and Oceania. • Private Network demand continues to grow, 61% on the Trans-Pacific route between 2014 and 2015

Carlsbad, CA | Washington, DC | Exeter, UK | Singapore | www.telegeography.com | [email protected]

And By Carrier Median & Price Range for 10 Gbps on Los Angeles-Tokyo, 2012-2015

Page 21: Recent Trends in Asia & Oceania - APNIC · 2014 and 2015 for Asia and Oceania. • Private Network demand continues to grow, 61% on the Trans-Pacific route between 2014 and 2015

Carlsbad, CA | Washington, DC | Exeter, UK | Singapore | www.telegeography.com | [email protected]

Transport Price Differences Narrowing

10 Gbps Wavelength Lease Price Multiples over London-New York

Page 22: Recent Trends in Asia & Oceania - APNIC · 2014 and 2015 for Asia and Oceania. • Private Network demand continues to grow, 61% on the Trans-Pacific route between 2014 and 2015

Carlsbad, CA | Washington, DC | Exeter, UK | Singapore | www.telegeography.com | [email protected]

Overall Conclusions

•  Demand remains strong, 43% growth between 2014 and 2015 for Asia and Oceania.

•  Private Network demand continues to grow, 61% on the Trans-Pacific route between 2014 and 2015.

•  Price variance narrowing on many routes, with multiples of the London-New York route narrowing.

•  We’ll need more cables, increases in optical transmission technology, or likely both to meet future demand.

Page 23: Recent Trends in Asia & Oceania - APNIC · 2014 and 2015 for Asia and Oceania. • Private Network demand continues to grow, 61% on the Trans-Pacific route between 2014 and 2015

Carlsbad, CA | Washington, DC | Exeter, UK | Singapore | www.telegeography.com | [email protected]

Cody Williams

C: 1.571.213.6788

[email protected]

Thank You!