Is India Building Enough To Power Its Digital Transformation

GROWTH DRIVERS

INDIA’S DC COLO MARKET KEY DRIVERS – THROUGH CHARTS

CHART-5: GROWTH OF MOBILE BROADBAND SUBSCRIBERS

73%

1000

68%

65%

62%

800

55%

600

42%

29%

400

19%

12%

7%

200

0

DATA CONSUMPTION BOOM • India is a "mobile first nation" • Mobile broadband subscibers rose 3.5X since 2016 • Avg. mobile data usage - 19.5GB per user per month

EXPANSION OF SUB-SEA CABLES

DOUBLING OF POWER GENERATION

5G CONNECTIVITY

LOW COST OF DATA

2014 70

2015 120

2016

2017

2018

2019

2020 724

2021 765

2022

2023

217

345

500

624

799

865

Million

•

Mumbai and Chennai have 12 and 4 sub sea cable landing stations currently. Additionally, these two cities are likely to receive 5 (Mumbai) and 3 (Chennai) more cable landings, consolidating the market further. Cable landings in the two cities over the next 2-3 years are higher than some of APAC’s gateway cities of Singapore, Hongkong, Jakarta, and Sydney.

•

Fastest addition of power generation

• Oct-22: 5G services

•

1GB data price in India is lowest amongst comparable nations India - $0.17, China - $0.41, Indonesia - $0.46, Singapore - $0.61, Australia - $0.57

Source: Telecom Regulatory Authority of India (TRAI)

launched in India

capacity amongst comparable nations

Mobile Broadbrand subscribers (In Million)

Share of total telephone Subscribers (%)

• Avg. data

consumption expected to double in 5 years

•

•

•

At present, India generates ~415 GW of power. By 2030, capacity is expected to double to ~820 GW. Renewable sources will dominate future capacity

• OpenSignal

report (Sept 20): 5G users

consume 1.7X to 2.7X more data than 4G users

Over the past decade, both telecom and broadband subscribers in India have experienced exponential growth, with the number of subscribers increasing in both rural and urban areas. This significant growth has led to a meteoric rise in data consumption across the country. Amongst the leading cities in APAC, Mumbai and Chennai are expected to witness a substantial increase in sub-sea data cables. This infrastructure development will not only enhance cross-border data connectivity with India but also pave the way for India to become a hub for data storage within the region/sub-region.

•

•

addition of Indiamonth

14 | CUSHMAN & WAKEFIELD

DATA CENTER REPORT - 2024 | 15