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Carlsbad, CA | Washington, DC | Exeter, UK | Singapore | www.telegeography.com | [email protected]
Global Enterprise Networks and Submarine Cable Capacity
Patrick ChristianSenior Analyst, TeleGeography
Coverage, Pricing & Traffic Trends
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Cables, Colo and Capacity
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Global Submarine Cable Network
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Carriers Exchanging Traffic
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Linking Content and Applications
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Major Content Provider Data Center Locations, 2017
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Aggregate Global Bandwidth
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• Linking global hubs and users to hubs• Favorable space, power, connectivity, population, business climate, etc.
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Aggregate Demand Growth “Flat”Used International Bandwidth Growth, 2012-16
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Cable Bandwidth Distribution
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Content Providers
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Private Networks Gaining ShareInternational Internet, Private Network, & Switched Voice Capacity, 2002-16
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Content provider growthInternational Bandwidth Growth, 2012-2016
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Machines versus usersFacebook Network Traffic Profile
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Content provider cable investments
Note: Only publicly disclosed content provider investments shown.
Provider Cable RFSGoogle Unity 2010
Southeast Japan Cable (SJC) 2013FASTER 2016Monet 2017Tannat 2017Junior 2017Pacific Light Cable Network (PLCN) 2018INDIGO-West 2019INDIGO-Central 2019
Facebook Asia Pacific Gatewy (APG) 2016MAREA 2018Pacific Light Cable Network (PLCN)AE Connect
20182018
Microsoft Hibernia Express 2015AEConnect 2016New Cross Pacific 2018MAREA 2018
Amazon Hawaiki 2018
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Content provider share of capacity
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Private Network Share Varies by RoutePrivate Network Bandwidth Share by Route, 2016
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Concentrated demandGoogle and Facebook Share of Fixed and Mobile Traffic by Region
Notes: Data reflect sum of the share of traffic attributable to Google and Facebook appearing in the top 10 list of downstream traffic sources in Sandvine’s Global Internet Phenomenon report. Data for Europe is from October 2015. Data for North America and Latin America is from June 2016. Data for Africa, Middle East, and Asia & Pacific is from October 2016. Fixed data unavailable for the Middle East.Source: Sandvine
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Pricing
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Prices Vary by Geography
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10G Wavelength MRC, 10G IPT Port MRC.
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Transport Prices DeclineWeighted Median 10 Gbps Wavelength Monthly Lease Prices, 2014-17
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Transit Prices FollowWeighted Median 10 GigE IP Transit Port Prices, 2014-17
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Price differences narrowing10 Gbps Wavelength Lease Price Multiples over London-New York
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Enterprise Prices Map to WholesaleMedian 10 GigE IP Transit & 10 Mbps IP VPN Port Prices, 2017
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...and Exhibit Similar Trends
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Cloud Providers
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Cloud Data Centers & Direct Connects
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Cloud Provider Zones & Regions
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Direct Connect Offerings by City
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Colo Facilities Connecting WANs to the CloudTotal Carrier Direct Connect Offerings to Cloud Providers, 2017
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Summary• Global network of primary hubs• Demand growth is as reliable as price erosion• Enterprise WAN costs predicated on wholesale prices• Content Provider growing faster than the internet• Content Providers building out their networks to end-
users• Cloud Data Centers rapidly expanding in same
markets, and starting into developing markets
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Thank You! Questions?