This annual forecast report provides historic and forecast contract and built capacity over the period 2020 to 2028 (June year end) for the main verticals in Australia’s subscription video entertainment industry.
Key Market Insights
- The Australian data centre (DC) market is forecast to rise from $2.5bn in FY23 to over A$6.1b in FY28. Total volume will rise from 1.01GW to 3.23GW over the same period.
- The major providers of DC capacity in Australia are a mix of international players and Australian based DC specialists. The report predicts some reshuffling of leadership compared to FY20, with AirTrunk and particularly NEXTDC coming to the fore.
- Currently, most outsourced DC use is from enterprise and government clients. However, the hyperscale segment’s share is growing with the ongoing shift to cloud-based computing. We predict hyperscale will generate 41% of total DC revenue by FY28.
- Higher power prices and construction costs have led us to revise our view of pricing and utilisation, driving a higher forecast for revenue growth compared to last year.
An executive summary provides an overview of data centre capacity growth and contracted revenue for the Australian industry, and a summary of the main demand and supply side drivers, and our view on price for enterprise, government and hyperscale segments.
Individual forecasts of built capacity and contracted revenue are provided in for each of the following operators:
- AirTrunk
- Equinix
- NEXTDC
- Digital Realty
- Canberra Data Centres (CDC)
- Others
The report is 12 pages long, presented in a landscape format with dot-point discussions of forecast drivers and results. Forecasted expenditures, built capacities, and market shares, along with CAGR for growth over FY23/28 are presented in tabular format, and supplemented by supporting information in tabular and graphic formats.
The report concludes with a methodology chart and a table of definitions and sources. All revenues are provided in Australian dollars.
Table of Contents
- Executive summary
- Customer segments
- Growth drivers in data centre market
- Data centre demand - edge computing & artificial intelligence
- Pricing by segment
- Supply volume by segment
- Supply volume by operator
- Supply volume by geography
- Revenue by segment
- Revenue by operator
- Methodology & Definitions
Companies Mentioned
- Airtrunk
- Equinix
- NEXTDC
- Digital Realty
- Canberra Data Centres (CDC)
- Vantage
- GreenSquareDC
- Microsoft
- Amazon Web Services (AWS)
