Asia の調査 4/26〜5/9：Linode と Interoute がシンガポールに！
GW だからという訳ではなかったのですが、この 5月はポストをサボってしまいました ^^; そして、困ってしまったのが、Asia Weekly の取り扱いなのですが、今週は 4/26〜5/2 と 5/3〜5/9 の合併号ということにしましたので、よろしく お願いします。 この4月も、たくさんのクラウドとデータセンターが、APAC のマーケットに参入してきました。その中でも、ついにキタかというのが、Linode と Interoute のシンガポール進出です。
Linode は、日本でいうと 「さくらの VPS」と、そして同じ米国勢である「DigitalOcean」と、ぶつかり合うサービスという感じです。 ちょっと古いですが、GIGAZIN が 2013年の7月に「クラウドサービスAmazon AWS EC2・Linode・DigitalOceanをベンチマークして性能比較」という記事を提供していますので、ご参照ください。 そして、Interoute ですが、Agile_Cat でも「欧州クラウドのリーダー Interoute が、ついにシンガポールに進出だ！」という抄訳で紹介しているように、昨年の香港進出に続いてシンガポール進出を果たしたというところです。その他では、Atlantic.net も Cloud Data Center をシンガポールに構築したようです。
そして、シンガポールと同様にホットなのが、オーストラリアのマーケットです。 以下のように、Huawei／VMware／Equinix／Centurylink といった大物が、その勢力を同国内で拡大しています。
その他のアジア諸国でも、以下の様な動きがありました。 上海の 21Vianet が、2018年まで Microsoft Azure のサービスを継続とのことですが、中国の国内法が整備されるにつれて、他のプロバイダーも進出していくのでしょうね。
以下は、4/26〜5/2 の Top-10 です ・・・
According to Gartner, Malaysia’s IT spending will increase to MYR65.1 (US$17.56) billion in 2015, a 7.5 percent rise from last year, while worldwide IT spending will decline by 1.3 percent due mainly to the rising U.S. dollar. Speaking of the latest study, Gartner research vice president, John-David Lovelock said, “We forecast U.S.-dollar-valued worldwide IT spending in 2015 to shrink by 1.3 percent, down from 2.4 percent growth forecast in last quarter’s update.”
TOKYO: The Japanese arm of Amazon.com said it was “cooperating fully” with a police investigation into the sale of child pornography, after authorities reportedly raided its Tokyo headquarters. The probe — which comes less than a year after Japan made the possession of child porn illegal — reportedly follows the arrest of two men in September for posting illicit photo books featuring children on the Internet retailer’s website.
The Asia-American Gateway (AAG) submarine cable was cut again on April 23 morning. The breakdown is located in SH1 segment, about 300km offshore Vung Tau, which is a turn from the international line via Hong Kong (China) to Ho Chi Minh City. The incident will affect internet bandwidth from Vietnam to international destinations. Viettel, FPT and VNPT have taken some measures to restrict effects on Internet users in Vietnam. Earlier in 2015, the AAG submarine cable was cut on January 5 and it took two weeks to resolve the issue.
Linode, a leading provider of cloud-hosting services, today announced the expansion of its Asia-Pacific presence with a new data center in Singapore. This new location, created to meet the growing demands of the region’s rapidly growing technology and information sector, marks Linode’s second in the region and seventh overall. “We’ve been making simple cloud infrastructure available since 2003,” COO Thomas Asaro explained. .”
At Huawei’s Global Analyst Summit, the company’s rotating CEO and deputy chairman Xu Zhijun said Huawei will launch public cloud services in China in July 2015. This launch will put Huawei in direct cloud service competition with Alibaba’s Aliyun service. Microsoft and Amazon already launched their public cloud services in China, but those services will ultimately not be able to compete on a large scale because of their foreign investment structures.
MediaTek has announced that its MT6735 quad-core 4G 64-bit full-mode chip solution has been adopted by China-based ZTE, Lenovo and TCL for their upcoming smartphones. MediaTek indicated that volume production for the MT6735 SoC has kicked off. The solution will be incorporated into several new smartphones set to roll out in May.
ChatWork, an enterprise social network, today announced that it has raised JPY 300 million (US$2.5 million) from GMO Venture Partners (GMO VP). It marks the first investment in the startup, which is based in Japan and California. (Update: a press release provided to Tech in Asia inaccurately stated the funding amount in dollars. The investment was actually JPY 300 million, or just over US$2.5 million at the current exchange rate. The text and headline have been updated accordingly.)
BEIJING: Chinese telecom giant Huawei Technologies Co Ltd became the world’s No. 1 applicant for international patents in 2014, a United Nations agency said, underscoring the innovative strides made by Chinese technology companies. Huawei was followed by San Diego-based chipmaker Qualcomm Inc while Huawei’s crosstown rival ZTE Corp, which was the world’s leading applicant in 2012, took third place in its number of filings, according to the World Intellectual Property Organization (WIPO).
Worldwide semiconductor revenues are forecast to reach US$354 billion in 2015, a 4% increase from 2014, according to Gartner. However, the prediction is down from Gartner’s previous estimate of a 5.4% increase. “Concern is mounting about semiconductor revenue growth in 2015 as system suppliers start to grapple with the rapid depreciation in value of global currencies relative to the US dollar, excess inventories in the semiconductor and electronics supply chains, and the end of a PC upgrade cycle,” said Bryan Lewis, research vice president at Gartner.
Leading telecom chipmaker Qualcomm is speeding up its development of 4G product lines and is scheduled to introduce a new chip with advanced carrier aggregation technology Cat 10 before the first half of this year, reports our Chinese-language sister paper Commercial Times. It took eight years for the Chinese market to reach 100 million 3G users but it has only taken one year to get to 100 million 4G users. This is the result of the rapid growth in mobile internet demand in the country, Qualcomm China head Wang Xiang said at the company’s innovation summit in Beijing on April 27.
以下は、5/3〜5/9 の Top-10 です ・・・
MUMBAI: Computer hardware major Dell plans to double the number of its stores in India to 800 this year and increase the proportion of its enterprise sales through channel partners, buoyed by its growing sales and market share in the country. Dell India’s sales of servers and storage have been rising in the last two years, according to consultancy IDC India, even as rivals IBM and Hewlett-Packard have pulled back from the market. IBM has sold part of its server business to Lenovo while Hewlett-Packard has announced that it was splitting into two companies.
Cyanogen will terminate its cooperation with OnePlus, a Chinese smartphone maker, and find a new hardware manufacturer partner. Cyanogen’s CEO Kirt McMaster and founder Steve Kondik reportedly made the announcement at a conference in Beijing. As a result of this decision, the exclusive system dispute between OnePlus and MicroMax, a smartphone maker in India, will also end. In 2014, OnePlus launched a smartphone product named OnePlus One in India, which runs on Cyanogen OS customized system and was well received in the local market.
It plans to market products this year selling from several million dong to dozens of millions of dong to target different groups of customers. Shawn Shu, a Huawei senior executive, said it would have been easier for Huawei to join the Vietnamese market some years ago. Meanwhile, the market has become too competitive with the presence of “big guys”. The low-cost market segment, priced at below VND4 million, was once dominated by Vietnamese and Chinese brands. However, Microsoft has jumped on the bandwagon.
Responding to China’s ambitions to step into the memory industry, Inotera Memories and Nanya Technology both believe that it is unlikely China can develop home-grown DRAM technology within at least five years. China might be able to gain access to proprietary technologies through technology licensing, but building a certain scale of production capacity would still require a period of time, the Taiwan-based DRAM makers commented.
While the Indian IT firms are getting aggressive in buying smaller ticket size companies in the US, sources with direct knowledge share that one such candidate, Sierra-Cedar with HQ in Georgia, US is close to launching a sale process soon. Valuation expectation for a complete sale of Sierra-Cedar is pegged at around $350 million, a source said.
The build-and-lease contract is for a period of 18 months, according to the statement. This is a relatively modest rollout plan compared to other towers companies operating in Myanmar. Pan-Asia Towers, for instance, signed in early 2014 to build 1250 towers for Ooredoo as part of its phase one program, which is already complete. A report by the International Finance Corporation (IFC) and mobile operators industry body GSMA estimates that more than 17,000 telecommunication towers will need to be set up by 2017 to cover 70 percent of Myanmar’s population.
Taiwan-based server ODMs including Quanta Computer, Wistron and Inventec may obtain orders arising from the beginning of Project Scorpio 2.0, the second version of a project to boost low-cost and highly scalable data center infrastructure jointly by China-based Internet service operators Baidu, Alibaba and Tencent through collaboration with Intel, in September 2014, according to Taiwan-based supply chain makers.
Chinese internet giant Baidu has unveiled its self-designed smart hardware DuRing, a mini projector the size of a ring that can be worn on the finger, reports Shanghai’s National Business Daily. Made of titanium alloy, DuRing weighs 22.8 grams with an 18 mm minimum diameter. It connects to Baidu online video site through wireless technology and projects to a 50-inch screen at the largest with WXGA (1280 x 800) resolution.
Taiwan Semiconductor Manufacturing Company’s (TSMC) backend integrated fan-out (InFO) wafer-level packaging (WLP) technology will start contributing significantly to the IC foundry’s revenues in 2016, according to industry sources. TSMC’s in-house developed InFO-WLP technology is expected to attract many orders including orders from Apple in 2016, said the sources. Qualcomm, MediaTek and Huawei are all pinpointed as potential customers of TSMC’s IC backend business.
The Indian Cabinet yesterday approved the 100 smart cities initiative with a five-year budget of US$7.6 billion (INR 48 billion), and launched a second project to redevelop 500 cities and towns with US$7.9 billion (INR 50 billion). Under the smart cities project, each city will get US$15.7 million (INR 1 billion) every year for five years. State and local governments will match these resources by at least 50 per cent, meaning that cities across India will see a “minimum investment” of US$31.5 billion (INR 2 trillion) over the next five years, a statement from the Cabinet said.
Top-10（20?）には入っていませんが、5/9 の Chinese company ZTE among world’s top patent holders という記事が気になっています。 この 3月に、Huawei と 5G の世界：特許ポートフォリオで優位に立つのか？ という抄訳をポストしましたが、この二社が取得している特許が、これからのグローバル市場に、どのような影響をおよぼすのでしょうか？