Data Centres - UK - May 2019

OVERVIEW
What you need to know
Covered in this Report
EXECUTIVE SUMMARY
The market
Dynamic growth
Figure 1: The UK market for colocation data centres, 2014-2018
Used by every sector
Figure 2: Data centre usage, by industry, 2018
Enterprises are not the only data centre users
Figure 3: Data centre usage, by company size, 2018
5G set to further demand
The Internet of Things will also boost demand
Figure 4: Worldwide connected devices installed, 2015-17 actual and 2018-25 forecast
The cloud is here to stay
Demand for data centres to grow very strongly
Figure 5: Forecast market for colocation data centres, 2019-23
Companies and brands
The UK is a leader in Europe
Figure 6: Role of the UK in data centres in West Europe, 2019
An international business
Wholesale
Retail
An attractive investment
What we think
ISSUES AND INSIGHTS
5G is just around the corner
The facts
The implications
Build it any colour as long as it is green
The facts
The implications
Security the heart of a data centre
The facts
The implications
THE MARKET – WHAT YOU NEED TO KNOW
UK is the leading centre in Europe
Dynamic growth
Changing target market
MARKET SIZE
By value
Figure 7: The UK market for colocation data centres, 2014-2018
Number of data centres
Figure 8: Role of the UK in data centres in West Europe, 2019
MARKET SEGMENTATION
Wholesale and retail colocation blurring
Industry segmentation
Figure 9: Data centre usage, by industry, 2018
Company segmentation
Figure 10: Data centre usage, by company size, 2018
Regional breakdown
Figure 11: Country profile of data centres in UK, 2019 (number)
England
Figure 12: Geographic profile of data centres in England, 2019
Figure 13: City concentration of data centres in England, 2019
Scotland
Figure 14: Data centre locations in Scotland, 2019
Wales
Figure 15: Data centre locations in Wales, 2019
Northern Ireland
MARKET FORECAST
Strong prospects
Figure 16: Forecast market for colocation data centres, 2019-23
THE IMPACT OF THE ECONOMY
GDP
Figure 17: GDP overall quarterly development, Q1 2015-Q4 2018
Figure 18: GDP quarterly development, by sector, 2004-18
Figure 19: Forecast GDP development, 2019-2023
MARKET TRENDS
The evolution
The challenge of the digital growth
Growing software-driven centres
Efficiency issues
Pricing
Prefabricated centres
The impact of regulation
Location and latency
Security
MARKET DRIVERS
Internet usage
Figure 20: Growth in Worldwide internet usage, by region, 2000-2019
Figure 21: Proportion of businesses with internet access, by size of company, 2017
Websites
Figure 22: Proportion of Businesses with Websites, by size of company, 2017
E-commerce
Figure 23: Total growth of e-commerce sales, 2014-18
Figure 24: Segmentation of e-commerce sales, by sector, 2018
Figure 25: Proportion of companies making e-commerce sales, by sector, 2017
Figure 26: Comparison of companies active in e-commerce selling and purchasing, by size of company, 2017
The cloud
Figure 27: The cloud computing market 2014-18
Figure 28: Estimated adoption of cloud computing, by function, 2017
Figure 29: Proportion of companies purchasing cloud computing services, by sector, 2017
The 5G impact
Internet of Things
Figure 30: Worldwide connected devices installed, 2015-17 actual and 2018-25 forecast
COMPANIES AND BRANDS – WHAT YOU NEED TO KNOW
Industry divisions blurring
An attractive investment
The regional footprint is slowly changing
INDUSTRY STRUCTURE
A tale of two markets
COMPETITIVE STRATEGIES
Wholesale, retail and now hybrid
London – still the key hub
When East-West meets North-South
COMPANY PROFILES
Equinix
Activity
Figure 31: Geographic location of Equinix data centres, 2019
Performance
Figure 32: Financial performance of Equinix (UK), 2013-17 (£ million)
Strategy
iomart Group
Activity
Figure 33: Geographic location of iomart Group data centres, 2019
Performance
Figure 34: Financial performance of iomart Group, 2014-18 (£ million)
Strategy
Next Generation Data
Activity
Performance
Figure 35: Financial performance of Next Generation Data, 2013-17 (£ million)
Strategy
Pulsant Group
Activity
Performance
Figure 36: Financial performance of Pulsant Group Holdings, 2014-18 (£ million)
Strategy
Telehouse International Corporation of Europe
Activity
Performance
Figure 37: Financial performance of Telehouse International Corporation of Europe, 2014-18 (£ million)
Strategy
Virtus Data Centres
Activity
Performance
Figure 38: Financial performance of Virtus Data Centres, 2013-17 (£ million)
Strategy
APPENDIX – DATA SOURCES, ABBREVIATIONS AND SUPPORTING INFORMATION
Abbreviations
Methodology