10 slides from Singapore Telecommunications's investor day presentation, Aug 31, 2022
Slide 1: Regional Data Centre
Regional Data Centre Andrew Lim, MD Group Enterprise 31 August 2022
Slide 2: DC – The heart of the Digital economy
DC – The heart of the Digital economy Data storage, management, backup and recovery Big data, machine learning and Productivity & artificial Business applications intelligence Hybrid/Multi cloud and edge compute Powering High-volume online gaming e-commerce communities transactions 2
Slide 3: Attractive DC Opportunity in ASEAN
Attractive DC Opportunity in ASEAN Regional DC Demand¹: Ready for Lift-Off Regional Demand Factors ASEAN DC Market (Total Market Size USD ‘$M) Young, growing population of heavy data users 5,742 CAGR 2020-25 % Online media & content, financial services, new 341 applications (e.g. AR/VR ) PH 15% 439
Slide 4: Our Vision
Our Vision To be the leading green and most sustainable DC Service Provider with the best inter-connectivity in the SEA region by FY26 Starting with Singtel's strong DC operational experience in Singapore Thailand JV Co set up with Gulf (40%), AIS (25%); Singtel has 35% share Target to break gro
Slide 5: Singtel is market leader in Singapore
Singtel is market leader in Singapore 7 >60MW >S$250m ~60% Data Centres IT Capacity Annual Revenue1 EBITDA Margin DC West Kim Chuan DC (41 MW) 2 (~21 MW) Leading DC operator in Singapore (25 years of operations) Strong Product And Operation Teams Leader in Asia Pacific network connectivity T
Slide 6: Building a regional Green DC Blueprint
Building a regional Green DC Blueprint SUSTAINABILITY LEVERS DC Tuas A INFRASTRUCTURE & TECH GEN 4 PUE (design): 1.3 • Adopt equipment & IT Power (MW): > 30 technology that contribute TIA 942 DC Tier: Rated 3 to better energy & water efficiency • Partner with customers to deploy appropriate cooling
Slide 7: Building a Regional Connected DC Platform
Building a Regional Connected DC Platform HYPER SCALAR DIRECT PEERING Thailand DC Cluster DC Platform Private Hosted Cloud Network Orchestration FIXED AND MOBILE NETWORK ORCHESTRATION Large Enterprise JB Singapore Enterprise Managed Infra Government Batam SME Managed GLOBAL ENTERPRISE CUSTOMER CONNE
Slide 8: Regional DC Platform Plan
Regional DC Platform Plan With strong Singapore …propel into base… the region Key Platform Goals Trusted regional one-stop shop Expansion in Singapore, Single port of call for firms; standardised SLAs, ASEAN countries and interconnected DC capacity across the region Beyond >100 MW1 Carrier neutral w
Slide 9: Key Takeaways
Key Takeaways Capital Strong capital management strategy efficiency Reallocating unlocked value to fuel further growth Capital Partnerships Sustainable energy Local Engagement Build on Build on Singtel's DC capabilities core Designing and Operating sustainable Green DC International
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