africa: regional insights - ripe 72 · • mobile users set to double in the next 5 years reaching...
TRANSCRIPT
Africa:RegionalInsightsRipe2016
<AndrewOwens><Ripe><2016>
• Overabillionpeople-ofwhich40%arereachablebyfibre
• Mobileuserssettodoublein
thenext5Yearsreaching60%penetration
• ImprovedMetro
Connectivityaveragingat100Mbpsinkeyhubs:Johannesburg,CapeTown,Durban,Lagos,Nairobi,Accra
• InLargereconomiestwo-
thirdsofbusinesseswith50+staffhaveaccesstobroadband
Africa–SmallMarketBIGOpportunities
TIER1TELECOs
CARRIERNEUTRALDATA
CENTRES
FIBRE/CABLE
COMPANIES
IT/CLOUDSERVICE
PROVIDER/ISPs
ESTIMATEDNUMBEROFDCs
≈50+ ≈7 ≈5 ≈70+
ESTIMATEDSHAREOFDCWHITESPACE
47% ≈20% ≈7% ≈26%
EXAMPLES MTN,Telkom,Vodacom
Teraco,RackCentre,Kooba
MainOne,LiquidTelecom,Broadbased
InternetSoluTons,BCX,T-Systems,CWG
AndChangingQuickly…IntheNews
Winstonwon’twinthisTme:• SouthAfrica’sLargestISP,Telkom,
nowknownasOpenserve(AS5713)hasfinallyopenedit’sdoorsandreadytopeerwithyouasoftoday!!
• LetmeknowifyouneedanintroducTon
MoreCables:• Finallythecablessystembetween
AngolaandBrazilhavecommenced!• AngolaCablesandNEChavepaired
uptobuild40Tbpsofcapacitywhichisexpectedtobereadytoplaywithmid2018
AfricaaYoungIXPmarket
• 54countriesinAfrica(AU)
• 34IXPsin26countries
• OldestIXP:1996
• NewestIXP:2016(Gabon-IX)
• IXPTraffic:160Gbps+
• Largest:90Gbps(SouthAfrica)
• AF-IXAssociaTon3yearsold
hjp://www.af-ix.net/
Variedcommercialmodelspercountry
• LowcapacityportssTllavailableat90%ofexchanges;• PortfeesvaryandcanbeashighasEuropewithlessvalue• CansTllgetawaywithhighportfeesduetohightransitcosts…Goodforthe
internetgrowthinAfrica?
Fees
IXPAUSD IXPBUSD IXPCUSD IXPD Average
Membership 1250 0 0 0 312,5
10MbpsPort monthly 100 0 0 0 25
100MbpsPort monthly 250 220 0 385 213,75
1GbpsPort monthly 750 670 0 500 480
10Gbps monthly 2500 832 0 655 996,75
FinallywehaveSOMECapacity
AfricaIntra-connectivity…Workingtogether
StillSmallcapacityduetoPrice
Transitpricingisdecliningbutstillhigh
LiningupwiththeMajorroutes
SouthernAfrica165mil
EasternAfrica300mil
WesternAfrica360mil
NorthernAfrica226mil Central
Africa155mil
Theworld’s2ndfastestgrowingeconomicregionanditsgrowingpopulation
SADCExampleofaGrowingCommunity:Upandtotheright!
2011 20132012 20152014
879
1302
1652
3625
5528
44.5%
AfricanHubs–aModernMarketplace
2011–2015CAGR
AfricanInternet–FreevsRestricted
MobilePenetrationdrivingGrowth
Africa–Highlyconcentrated
3COUNTRIES:KENYA,NIGERIA&SOUTHAFRICAREPRESENT95%OFTOTALWHITESPACEINAFRICA
Amappingofsub-SaharanAfrica’sdatacentrewhitespacecapacity(sqm)-2015
SOUTHAFRICA≈40000sqm
KENYA≈2000sqm
NIGERIA≈6000sqm
GlobalComparison
Source:CompanyWebpages
131DC’s
611000
800MW
105DC’s
323000
44DC’s 39DC’s 40DC’s
109MW
95000
113MW
DCFACILITIES
ITPOWERINMW
WHITESPACESQM
120000
400MW
370000
370MW
• Tanzania• Côted’Ivoire• Ghana• Nigeria
WhataretheNextHotpots?
GrowthOpportunities
***Sources:TZS,NBS,StatsSA,WorldBank,KNBS,DepartementdesStatistiquesdeCote-d’lvoire
TheEconomicDrive
CITY ESTIMATEDGDP($bn)#OFMULTITENANTDCWITH>250SQMWHITE
SPACE
Johannesburg 141 >10
Lagos 120 >5
CapeTown 70 >5
Durban 60 >3
Ibadan 25 0
Nairobi 28 1
DaresSalam 5.60 0
Abidjan 9 0
Kano 30 0
Kinshasa 7.5 N/A**
Accra 5 N/A**
Summary:Benchmarking
• CorrupTon
• PoorqualityconstrucTon
• SlowuptakefrommajormulTnaTonals
• PoliTcalinstability
• Currencyinstability
• Variablestandards
• Powerinfrastructure
Whattowatchoutfor?
