Malaysia's data centre market remains strong, says JLL

The data centre market in Malaysia, which was a rising trend last year, is expected to witness steady growth in the upcoming years, according to real estate service firm JLL in a webinar titled "Data Centre as the New Real Estate Deal" held on Thursday (Aug 18).

据房地产服务公司仲量联行在题为“新数据中心”的网络研讨会上表示，去年呈上升趋势的马来西亚数据中心市场预计将在未来几年稳步增长房地产交易”于8 月 18 日举行。

JLL senior director of capital markets, KL Eng, said the data centre sector in the country has expanded rapidly in recent years due to increased internet usage.

仲量联行资本市场高级总监 KL Eng 表示，由于互联网使用量的增加，该国的数据中心行业近年来迅速扩张。

"The use of the internet in commerce, social media, entertainment and cloud adoptions has become more extended during the Covid-19 lockdowns. The pandemic has accelerated the migration towards cloud infrastructure as organisations look for business agility and growth in digital services," said Eng.

“在 Covid-19 封锁期间，互联网在商业、社交媒体、娱乐和云采用中的使用变得更加广泛。随着组织寻求业务敏捷性和数字服务的增长，这种流行病加速了向云基础设施的迁移，”Eng说。

Besides internet usage, he added that the Malaysian government's MyDigital Framework, which encourages companies and investments to venture into data centres and cloud computing, has also contributed to this rising sector.

除了互联网使用，他补充说，马来西亚政府的 MyDigital 框架鼓励公司和投资进入数据中心和云计算，也为这一新兴领域做出了贡献。

The country's data centre sector saw strong demand from cloud service providers such as Microsoft and Amazon as well as other globally prominent data centre operators such as Vantage Data Centres, Bridge Data Centres, and local operators like AIMS Data Centre and TM ONE.

该国的数据中心行业看到了来自微软和亚马逊等云服务提供商以及其他全球知名数据中心运营商如 Vantage Data Centres、Bridge Data Centres 以及 AIMS Data Center 和 TM ONE 等本地运营商的强劲需求。

Eng noted that there is an increasing pattern of data centre providers choosing to locate their data centre campuses outside of the more advanced developed markets of Hong Kong and Singapore, with Southeast Asian countries being the likely choices.

Eng 指出，越来越多的数据中心供应商选择将其数据中心园区设在香港和新加坡等更先进的发达市场之外，东南亚国家是可能的选择。

"In the past two years, hyperscalers have made various sizeable investments in Malaysia. Microsoft is set to establish its first data centre region in Malaysia, GDS [Holdings is] building a 54MW data centre in Johor, construction plans of Bridge Data Centres' hyperscale campus in Johor is ongoing and we also have YTL's Green Data Centre Park," Eng said.

“过去两年，超大规模企业在马来西亚进行了各种大规模投资。微软将在马来西亚建立其第一个数据中心区域，GDS [Holdings] 在柔佛州建设一个 54MW 的数据中心，Bridge Data Centres 的超大规模建设计划柔佛州的校园正在建设中，我们还有杨忠礼的绿色数据中心公园，”Eng 说。

He also highlighted several factors leading to Malaysia's position as the potential leading data centre market globally including the country's existing regional hub for the manufacturing, logistics and big data analytics; lower electricity tariffs; adequate and affordable water supply for the cooling of data centres; tax incentives of up to five years by the local government; high literacy rates; free of natural disasters; and ample land supply at attractive prices.

他还强调了导致马来西亚成为全球潜在领先数据中心市场的几个因素，包括该国现有的制造、物流和大数据分析区域中心；降低电费；为数据中心冷却提供充足且负担得起的供水；地方政府长达五年的税收优惠；识字率高；没有自然灾害；土地供应充足，价格诱人。

When asked about data centre investors' preference in terms of building and leasing, JLL Capital Markets (Data Centre) real estate practitioner Kent Seet said: "Generally data centre operators' preference is to build them for their own use mainly because of IP and security issues. Regular office and retail buildings have very different specifications compared to what data centres require. A large majority of data centre operators start building only when they have secured customers and investors."

当被问及数据中心投资者在建设和租赁方面的偏好时，仲量联行资本市场（数据中心）房地产从业者 Kent Seet 表示：“一般来说，数据中心运营商的偏好是为自用而建设，主要是因为 IP 和安全性。问题。与数据中心的要求相比，常规办公和零售建筑的规格有很大不同。大多数数据中心运营商只有在获得客户和投资者的支持后才开始建设。”

In terms of entering the market and becoming an investor, JLL APAC Data Centre managing director Chris Street said there are two main models, building the centre and handling construction matters, and delivering services, including mechanical and electrical aspects.

在进入市场和成为投资者方面，仲量联行亚太数据中心董事总经理克里斯街表示，主要有两种模式，建设中心和处理建筑事务，以及提供服务，包括机械和电气方面。

Upcoming data centre hotspots in Malaysia will be predominantly in Selangor, mainly Cyberjaya, some in the fringe of Kuala Lumpur, Johor with KIDEX and Nusajaya Tech Park, and YTL Green Data Centre Park, Eng shared.

马来西亚即将到来的数据中心热点将主要在雪兰莪州，主要是赛城，一些位于吉隆坡、柔佛与 KIDEX 和努沙再也科技园的边缘，以及杨忠礼绿色数据中心公园，Eng 分享。

Eng concluded that Malaysia will continue to be a beneficiary of data centre expansions, with a convincing outlook for the upcoming years.

Eng 总结说，马来西亚将继续成为数据中心扩张的受益者，未来几年的前景令人信服。