RHB Cable Forum
Total Page:16
File Type:pdf, Size:1020Kb
The International Bandwidth Business 11 July 2013 Afzal Abdul Rahim, CEO Disclaimer This presentation and the discussion following may contain forward looking statements by TIME dotCom Berhad (“TIME”) related to financial, market or industry trends for future period. These forward looking statements involve known and unknown risks and uncertainties which may cause the actual performance, results and outcome to be different than that expressed in this presentation. The statements are made based on facts and information available to TIME at the date of the presentation and merely represent an expression of TIME management’s views, targets and expirations of future events. They do not in anyway represent a forecast, projection, estimate or guarantee of TIME’s future performance and neither have they been independently verified. Accordingly no representation or warranty, express or implied is made to, and no reliance should be placed on the fairness, accuracy and completeness of such information. TIME and its subsidiaries, representatives and officers shall have no liability whatsoever for any loss, damage, costs and expenses arising out of or in connection with this presentation. 1 International Bandwidth Business EXPLAINED 2 International Bandwidth Business International bandwidth business is defined as providing connectivity services for the transfer of voice, data and video from one country to the outside world or vice versa. Submarine cable system is the main medium for international bandwidth traffic. Currently, there are more than 230 submarine cables around the world. Contents Providers Int. Service Providers Domestic Service Providers Customers Internet Other countries July 11, 2013 3 Source http://www.telegeography.com/ 3 Business Model Similar to other utility models: Charges based on Water Electricity (Cubic meter - m3) (KWh) bandwidth Bandwidth (Mbps) Price varies by 1100 destination, 1010 bandwidth, 0101 duration, Common contract type: service Lease vs IRU model levels. 4 International Bandwidth Business THE OPPORTUNITIES 5 Growing Int’l Bandwidth Demand CAGR of 35% between 2011 and 2019 Compounded annual Compounded growth rate for 2011-2019 for rate growth Source: Q1, 2013, http://www.telegeography.com/ Source: http://www.telegeography.com/ 6 Asia Bandwidth Usage Gbps 2010 to 2019 CAGR – 40% Source: Q1, 2013, http://www.telegeography.com/ 7 Anticipated Broadband Explosion in Asia Growing Intra-ASEAN connectivity Laos Vietnam Cambodia Pop (mm): 6.6 Pop (mm): 91.5 Pop (mm): 14.9 BB pen (%): 9.0% BB pen (%): 33.9% BB pen (%): 4.4% Bangladesh Pop (mm): 164.4 BB pen (%): Total population 0.6%Myanmar Pop (mm): 54.6 BB pen (%): 1.0% = 622 mil Thailand Pop (mm): 67.1 Philippines Average BB penetration BB pen (%): 30.0% Pop (mm): 103.8 BB pen (%) 32.4% Malaysia Pop (mm) : 29.2 = 26.3% BB pen (%): 60.7% Singapore S. Korea – 82.5% Pop (mm): 5.4 Japan – 79.5% BB pen(%): 75.0% Singapore – 75.0% Hong Kong – 74.5% Brunei Pop (mm): 0.41 BB pen (%): 78.0% Note : Figure as at 30 th June 2012 Source : http://www.internetworldstats.com Indonesia Pop (mm): 248.6 BB pen (%): 22.1% 8 Growth drivers Broadband services Video Traffic Emergence of mobile broadband Growth of Content, Growth of Outsourcing CDN and cloud Hubs in Asia providers 9 International Bandwidth Business 10 TIME Network Presence Today Shinmaruyama Chikura San Jose Pusan Shima UNITY CABLE Palo Alto Chongming Nanhui Los Angeles Toucheng ASIA PACIFIC Tseung Kwan O GATEWAY (Under Construction) Da Nang Via acquisitions and a new investment, our Songkhla network footprint and customer base has Kuantan expanded from a pure Malaysian presence to a Tanah Merah regional platform. Today, TIME has presence in 9 countries and customers in 11 countries. 11 Provides Intra-Asia connectivity onwards to the US Cable infrastructure – UNITY and APG Dominant connectivity provider to Indo-China Presence in 9 countries – KUL, SG, INDON, HK, JPN, US, UK, Germany & Amsterdam Carrier customers spanning 11 countries 12 12 Trans-Pacific Cable Capacity Gbps Demand in our 2 major international bandwidth routes are promising Trans-Pacific via Intra-Asia Cable Capacity Gbps UNITY Intra-Asia via APG Source: Q1, 2013, http://www.telegeography.com/ 13 Planned New Cables in Asia Cable Name RFS Length Landing Countries Guam-Okinawa-Kyushu-Incheon (GOKI) Q4 2013 4,244 km Guam, Japan, Korea, Rep. China, Hong Kong, Japan, Malaysia, Philippines, Southeast Asia Japan Cable (SJC) Q3 2013 8,900 km Singapore, Thailand China, Hong Kong, Japan, Korea, Rep., Malaysia, Asia Pacific Gateway (APG) Q3 2014 10,400 km Singapore, Taiwan, Thailand, Vietnam Tonga Cable Jul 2013 827 km Fiji, Tonga Interchange Cable Network (ICN) Dec 2013 1,238 km Fiji, Vanuatu Solomon Islands, branching unit on existing cable Solomons Oceanic Cable Network 2014 900 km between Guam and Australia Australia-Singapore Cable (ASC) mid-2014 4,800 km Australia, Singapore Tasman Global Access (TGA) Cable Q4 2014 n.a. Australia, New Zealand APX-West Q4 2014 4,600 km Australia, Indonesia, Singapore APX-East Q1 2015 12,500 km Australia, New Zealand, United States Hawaiki 2015 10,200 km Australia, New Zealand, United States Source: Q1, 2013, http://www.telegeography.com/ TIME is a consortium member of APG No new trans-Pacific cable planned 14 Thank You Should you have any queries, please contact:: Karen Ding Head of Planning & Investor Relations [email protected] TIME dotCom Berhad No.14, Jalan Majistret U1/26, Hicom Glenmarie Industrial Park, 40150 Shah Alam, Selangor, MALAYSIA Tel: +603-5032 6000 I Fax: +603-5032 6100 I www.time.com.my 15.