Forecast of the kDPC market in India
The relevance of research
Consolidation of computing resources and storage facilities in the data center reduces the total cost of ownership of IT infrastructure due to the possibility of efficient use of technical means, for example, redistribution of loads, as well as by reducing administration costs
Purpose of the study
Analysis of the state of the qDPC market in India, assessment of the market size, analysis of competitors, as well as identification of factors affecting the qDPC market
Content
Chapter 1. Key Components of the Commercial Data Center (CDPC) Market
1.1. Market size
1.2. Growth rates of the market of commercial data processing centers (kTsOD)
1.3. Commercial Data Center (CDC) Market Trends
1.4. The main problems of the industry
1.5. Life cycle stage of the commercial data center (CDC) market
1.6. Estimation of the number of buyers and their financial capabilities
1.7. Estimated consumption per capita
1.8. Analysis of sectoral indicators of financial and economic activity
1.9. Price analysis
Chapter 2
2.1. Economic components
2.2. Social Components
2.3. Technological components
2.4. Political Components
2.5. STEP-analysis of the market of commercial data processing centers (CDC)
Chapter 3. Assessment of the degree of competition
3.1. Scale of competition (local, regional, national, global)
3.2. Number of competitors and relative market shares of the largest competitors
3.3. Compact location of industry companies in certain regions
Chapter 4 Industry Forecasts
4.1. Analysis of the impact of recent crises on the industry (the global crisis of 2008 and the currency crisis in India in 2014)
4.2. Analysis of the impact on the state aid industry at the current date
4.3. Assessment of the degree of impact of the crisis due to covid-19 on the analyzed market. Barriers Existing in the Commercial Data Center (CDC) Market
4.4. Prospects and growth drivers for the commercial data center (CDC) market
4.5. Forecast of the development of the market of commercial data processing centers (DPC) in the context of the current economic crisis due to covid-19
Chapter 5 Forecasting Methodology
5.1. Methods for forecasting key industry indicators
5.2. Sources of information for forecasting
5.3. Timing of forecasting
Research excerpt
Chapter 1. Key Components of the Commercial Data Center (CDPC) Market
1.1. Market size
A data center (from the English data center), or a (storage and) data processing center (DPC / DPC) is a specialized building ...
Data centers are usually located within or in close proximity to …
A major development of data centers falls on the period of ... years. Companies needed a sustainable and high-speed…
According to the level of reliability and security, data centers are divided into 4 categories (…
Tier 1...
...
Commercial data centers provide storage and processing services…
At the end of 2020, the volume of the commercial data center market amounted to … billion Rs., which is …% more compared to the previous period. The market is …, the average annual growth rate is …%. The market has already formed ...
...
1.2. Growth rates of the market of commercial data processing centers (kTsOD)
Consider the volume dynamics of the commercial data center market in India. The assessment of the indicator is given ...
The dynamics of the market volume of commercial data centers during the period under review has ...
In 2020, the total revenue level of Indian data center service providers is estimated at Rs. bln., which is ...% more compared to 2019.
According to …, in 2020, there is … In the future, it is expected that companies will not only increase …, which will allow them …, but will also start more actively …
Diagram 2. Dynamics of the number of rack spaces in India, 2015-2020, thousand units
At the end of 2020, the number of rack spaces intended for commercial operation (colocation) in India, …% compared to 2019 - from … thousand to … thousand units.
1.3. Commercial Data Center (CDC) Market Trends
The informatization trend implies not only a radical increase in the volume of digital data, but also their …
Consider the trends in the commercial data center market based on the opinions of various industry experts.
Overall growth...
New Data Center Capacities…
...
The market simultaneously operates ...
Specific Features…
...
Emergence of … services
...
1.4. The main problems of the industry
India celebrates…
The load level of Indian data centers reaches …%, the situation is especially critical …
...
In addition, there are such problems of the domestic market as:
low ...;
low level …;
low concentration…;
power input...
According to …, the share of export revenue from Indian data center operators is …%, large operators with significant revenue …
Thus, ... the following problems of the data center market and possible solutions are highlighted.
It is also noted that in many segments and elements of the infrastructure for building a data center, the possibility of ...
1.5. Life cycle stage of the commercial data center (CDC) market
The commercial data center market in India is in the … life cycle stage. The market growth rates in value terms range from …% to …%.
The main features of this stage are:
...
1.6. Estimation of the number of buyers and their financial capabilities
Consider the data on the population in India and its real income.
During the period 2010-2018, ... An increase of ...% in 2015 compared to 2014 was due, in addition to natural growth and growth due to migration, ... However, at the beginning of 2018, the growth rate of ...% compared to the previous year 2017 , in 2019 (01.01.2019) population growth …
According to the estimate of …, against the backdrop of the COVID-19 pandemic, the population of India in 2020 is …, this is … since 2005. As of January 1, 2021, the population amounted to … million people, which is ..% less compared to the previous period.
The general deterioration of the socio-economic conditions for the implementation of the project and the decrease in the purchasing power of the population may lead to …
Diagram 5. Dynamics of real incomes of the population of India, 2012-2021 (Q1), % to the previous year
From 2014 to 2017, there is a trend towards ... In 2014, real incomes of the population by …%, in 2015 - by …%, and in 2016 by another …% compared to the previous year. But in 2017 we can observe a decrease ...
At the end of 2019, an insignificant ... For the period from 2014 to 2019, the base rate amounted to …%. As a result of the crisis caused by the pandemic, real disposable cash income in 2020 is …%. In the 1st quarter of 2021, the real disposable money income of Indians is …% compared to the pre-crisis 1st quarter of 2020.
The distribution of the population in terms of average per capita cash income characterizes the differentiation ...
Data centers are created primarily to increase the productivity of companies that actively use ...
Different companies and organizations have different types of information and tasks associated with its processing. Due to its unique features, the data center provides …
The largest turnover is noted by organizations …, companies by … with a share of …% of the total turnover in 2020. The second place is taken by … – …%. At the end of 2020, the total turnover for all organizations …
1.7. Estimated consumption per capita
Consumption in the kDPC market per capita is determined by GidMarket from the ratio of market size to the population of India.
The dynamics of consumption in the market of commercial data processing centers for the period under review tends to …, while the growth rate is ... In 2020, the indicator is estimated at … Rs./person, which is …% higher than in 2019 and …
1.8. Analysis of sectoral indicators of financial and economic activity
Important data for analyzing the state of the industry is the dynamics of such indicators as profitability, liquidity, business activity, and financial stability. Industry indicators are calculated by GidMarket on the basis of financial ratios for the largest market operators.
The table shows the dynamics of the gross profit margin (the ratio of gross profit to income). Gross margin serves as an estimate of...
For the period under review from 2016 to 2020, the dynamics of the gross margin in the commercial data center industry had …, the indicator …% to …%. When compared with the indicator for all sectors of the Indian economy, the profitability deviations were …
Diagram 7. Profitability before tax (profit of the reporting period) in the industry of commercial data processing centers (DPC) in comparison with all sectors of the Indian economy, 2016-2020, %
The dynamics of pre-tax profitability in the commercial data center industry has been … in nature. The maximum values are observed in … and … years – …% and …%, respectively, while it was in these periods that the indicator was ...
Consider the liquidity indicators in the kDPC industry. The indicator of current liquidity is a measure of the solvency of the organization, the ability to repay the current (up to a year) obligations of the organization.
The estimated indicator of current liquidity of a normally operating solvent legal entity should be ...
If the current ratio is greater than 2, this indicates that the company has ...
For the period 2016-2019, the indicator for the commercial data center industry is …, which indicates a high …
A more stringent liquidity criterion is the absolute liquidity ratio. It shows which part...
The normal value of the absolute liquidity ratio fluctuates within ...
During the period under review, the indicator for all sectors of the Indian economy did not fall below ..., which indicates ... In the commercial data center industry in 2016-2017, the value of absolute liquidity was ...
Business activity is the ability ...
Consider the dynamics of the average turnover of receivables in the commercial data center industry in India.
The dynamics of the average period of receivables turnover in the period from 2016 to 2020 had … character, the maximum was observed in … year – … days. days In 2020, the indicator is …% compared to the previous period, which is a … trend.
The stability of the financial position of the enterprise is impossible without effective management of working capital, based on the identification of significant factors and measures to provide the enterprise with its own working capital.
The equity ratio characterizes ...
The total working capital ratio for all sectors of the economy in India in 2016-2019 shows the dynamics ... The indicator for the considered commercial data center industry during the entire period was ..., which indicates ...
In this way, …
1.9. Price analysis
During the entire period, prices in the market of commercial data processing centers in India were growing – CPI annually …%. Over the indicated period, the largest price increase occurred in … year, the growth rate was …%, the smallest increase (…%) falls on the period from …
...
Table 7. Average prices in the market of commercial data processing centers (cDC) by Union Territories in 2020, Rs. with VAT per month
The average cost of renting one rack in India in 2020 was … thousand Rs. The highest price level is observed in … the federal district – … thousand Rs., the lowest average cost is noted in the … federal district – … thousand Rs.
Prices in the commercial data center market depend on... For example, the devaluation of the national currency is...
If we consider the structure of capital costs for the construction of a data center, then it includes ... (...) (share ...%), system ... (share ...%), system ... (share ...%), ...
Chapter 2
Macroeconomic factors affect the dynamics of all sectors of the Indian economy, including the commercial data center market. The main groups of factors are: economic, political, social and technological.
2.1. Economic components
GDP dynamics
Gross domestic product (GDP) is a macroeconomic indicator that reflects the market value of all final goods and services produced per year in all sectors of the economy in India for consumption, export and accumulation, regardless of the nationality of the factors of production used. Gross domestic product is the main indicator on the basis of which the level and pace of economic development are determined.
The chart shows India's GDP growth rate from 2012 to 2021 (Q1) at comparable prices (at 2016 prices).
According to the data of …, for the period 2012-2014, … is observed, while the indicator is gradually …, and in 2015 it was …. In 2015, which was the peak of the crisis in the country, the decline in GDP amounted to …% compared to the previous year in 2014, and since the dynamics of GDP is directly …
In 2016, GDP stagnated, at the end of 2017, this indicator demonstrates …
...
At the end of 2020, the decline in GDP amounted to …%, which is better than …, which assumed a fall by …%. This is the most significant drop in the Indian economy since 2009, when GDP fell by …%. The decline in GDP in 2020 is due to …
...
2.2. Social Components
...
2.3. Technological components
...
2.4. Political Components
...
2.5. STEP-analysis of the market of commercial data processing centers (CDC)
Let's present the results of the analysis of factors influencing the market in the form of a STEP-analysis table.
Thus, at the current moment, the Indian market for commercial processing centers is experiencing in general ... the influence of environmental factors ... forces.
Holding back market development: …
The positive impact on the market is...
Chapter 3. Assessment of the degree of competition
3.1. Scale of competition (local, regional, national, global)
...
3.2. Number of competitors and relative market shares of the largest competitors
There are more than … the largest data center service providers in India on the market.
Most kDPC operators are not limited to…
Among the market players there are those who work only in the traditional direction – …
The leaders in the commercial data center market in India are companies such as PJSC …, LLC “…”, LLC “…” …
Diagram 15. Shares of the largest competitors in the commercial data center (cDC) market in 2020,
Estimated shares of the largest competitors in the commercial data center market in India are based on …
The main participants of the kDPC market are … with a share of …%, … with a share of …%, …
The total share of the top 10 market operators is …%. The Herfindahl-Hirschman index for the commercial data center market is … (HHI …), the market is …
The dynamics of the total revenue of the Top 5 market leaders has … character - an indicator annually ... In 2020, it amounted to … billion Rs., which is …% higher than the value of 2019.
3.3. Compact location of industry companies in certain regions
Diagram 17. Compactness of location of companies in the industry in certain regions in 2020, %
As noted earlier, in the regional structure of the Indian data center market, historically ... - it accounts for an average of ...% of the total number of rack spaces located in Indian commercial data centers. Experts note … the growth rate of the data center market in …
In 2017, there is a tendency to intensify ... This is due to the development of large projects in which the costs are …
Chapter 4 Industry Forecasts
4.1. Analysis of the impact of recent crises on the industry (the global crisis of 2008 and the currency crisis in India in 2014)
The commercial data center market is sensitive to…
The financial crisis of 2008 led to...
A characteristic feature of the crisis period is...
...
4.2. Analysis of the impact on the state aid industry at the current date
Forecasting the development of the commercial data center (CDPC) market in India is impossible without understanding the economic situation in the country, as well as the impact of the spread of the covid-19 virus and the measures taken.
4.3. Assessment of the degree of impact of the crisis due to covid-19 on the analyzed market. Barriers Existing in the Commercial Data Center (CDC) Market
...
4.4. Prospects and growth drivers for the commercial data center (CDC) market
...
4.5. Forecast of the development of the market of commercial data processing centers (DPC) in the context of the current economic crisis due to covid-19
...
Chapter 5 Forecasting Methodology
...
Diagrams
Diagram 1. Dynamics of the market volume of commercial data processing centers (cDC), 2016-2020, billion Rs.
Diagram 2. Dynamics of the number of rack spaces in India, 2015-2020, thousand units
Figure 3. Life cycle stage of the commercial data center (CDPC) market
Diagram 4. Dynamics of the population of India, as of January 1, 2012-2021, million people, %
Diagram 5. Dynamics of real incomes of the population of India, 2012-2021 (Q1), % to the previous year
Diagram 6. The volume of consumption in the market of commercial data processing centers (cDC) per capita, 2016-2020, Rs./person.
Diagram 7. Profitability before tax (profit of the reporting period) in the industry of commercial data processing centers (DPC) in comparison with all sectors of the Indian economy, 2016-2020, %
Diagram 8. Current liquidity (total coverage) for the industry of commercial data processing centers (cDC) for 2016-2020, times
Diagram 9. Business activity (average term of receivables turnover) in the industry of commercial data processing centers (CDC), for 2016-2020, days days
Diagram 10. Financial stability (security of own working capital) in the industry of commercial data processing centers (CDC), for 2016-2020, %
Diagram 11. Approximate structure of capital costs for the construction of a data center,%
Chart 12. Dynamics of India's GDP, 2012-2020, Q1 2021, % to the previous year
Chart 13. Monthly dynamics of the US dollar against the rupee, 2016-2021 (Jan-July), Rs. for 1 US dollar
Diagram 14. Population forecast for India, for the period 2022-2025, million people
Diagram 15. Shares of the largest competitors in the market of commercial data processing centers (cDC) in 2020, %
Diagram 16. Dynamics of the total revenue of the largest operators of the market of commercial data processing centers (CDC) (TOP-5) in India, 2016-2020, billion Rs.
Diagram 17. Compactness of location of companies in the industry in certain regions in 2020, %
Diagram 18. Plans for the commissioning of racks in 2021 by the main market participants, units
Diagram 19. Forecast of the volume of the market of commercial data processing centers (cDC) in 2021-2025, billion Rs.
Diagram 20. Forecast of the number of racks of commercial data processing centers (cDC), 2021-2025, thousand units
Tables
Table 1. Commercial Data Center Market Challenges and Possible Solutions
Table 2. Distribution of the population by average per capita income per month, %
Table 3. Turnover of organizations (legal entities) in India by type of economic activity, 2019-2020, billion Rs.
Table 4. Commercial Data Center (CDC) Industry Gross Margin vs. All Industries in India, 2016-2020, %
Table 5. Absolute Liquidity of the Commercial Data Center (CDC) Industry Compared to All Sectors of the Indian Economy, 2016-2020, times
Table 6. Consumer Price Indices in the Commercial Data Center (CDPC) Market for India in 2016-2021 (Jan.-Jun.), %
Table 7. Average prices in the market of commercial data processing centers (cDC) by Union Territories in 2020, Rs. with VAT per month
Table 8. Projections from various sources for real GDP in India in 2020-2023 (base scenario), %
Table 9. Weighted average interest rates of credit institutions on credit operations in rupees, excluding PJSC Sberbank (% per annum), 2016-2021 (Jan-April)
Table 10. STEP Analysis of Factors Affecting the Commercial Data Center (CDPC) Market
Table 11. The main companies participating in the market of commercial data processing centers (cDC) in 2020
Table 12. Assessment of the impact of recent crises on the industry
Table 13. Analysis of the impact on the industry of the state aid proposed to date
Table 14. Forecast indicators of the development of the Indian economy in 2021-2024, %
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