Amazon S3 on AWS Outposts – An ASEAN Perspective, Part 2: What’s Next for Providers and Buyers

A. Amir

Summary Bullets:

  • Apart from providing technical certification and accreditation to partners, enhancing their consulting/advisory capability is also a crucial area for AWS to win in the region.
  • Enterprises with strict data residency requirements should consider migrating their data from on-premises to Amazon S3 on AWS Outposts to access the wide range of features and development tools offered by the hyperscaler as well as seamless integration with workloads in AWS Regions.

The first part of this post, Amazon S3 on AWS Outposts – An ASEAN Perspective, Part 1: Addressing Enterprises’ Key Concern in Data Storage,” analyzes the solution and how it will address the ASEAN market.

Despite the promising demand, ASEAN is a highly competitive market and has attracted various other players including Alibaba and Google Cloud. Microsoft has a strong presence and has been strengthening its footprint in the region. There are several areas AWS could consider to drive greater market impact in the region with Amazon S3 on AWS Outposts. Continue reading “Amazon S3 on AWS Outposts – An ASEAN Perspective, Part 2: What’s Next for Providers and Buyers”

Amazon S3 on AWS Outposts – An ASEAN Perspective, Part 1: Addressing Enterprises’ Key Concern in Data Storage

A. Amir

Summary Bullets:

  • Amazon S3 on AWS Outposts will address the increasing need for data storage and drive edge computing requirements in the region.
  • The traction for hosted storage is aligned with the growing cloud adoption in the region; enterprise spending on cloud is expected to increase by 6% in 2020.

Amazon S3 on AWS Outposts

AWS announced the availability of Amazon S3 on AWS Outposts across its global footprints to meet customers’ demands for low-latency applications, local data processing, and data residency. Based on the same APIs and tools used for the Amazon S3 on AWS Regions, the solution offers consistent experience and performance to enterprises for management and orchestration of workload across different locations. Continue reading “Amazon S3 on AWS Outposts – An ASEAN Perspective, Part 1: Addressing Enterprises’ Key Concern in Data Storage”

5G Updates in ASEAN – Q3 2020: Mixed Developments, but Still a Solid Growth Forecast

A. Amir

Summary Bullets:

  • There have been mixed 5G developments in the region. While the 5G race is heating up in the Philippines, Thailand, and Singapore, the launch is still unclear for Indonesia and Malaysia.
  • 5G subscribers are expected to grow from 0.2 million in 2020 to 127 million and account for 17% of the total mobile subscribers in 2025.

Key Announcements

July 2020 – Philippine PLDT/Smart 5G Goes Live: The incumbent launched its 5G services in key business districts in Metro Manila about one year after its rival, Globe. While PLDT may have lost some very early opportunity, the launch is timely in the Philippines considering the ecosystem and market readiness. The launch will also increase the competition and hence drive the adoption of 5G in the country. PLDT is also leveraging its strength in the enterprise segment to stay ahead of competitors. It has integrated the technology in its enterprise portfolio and is collaborating with various industry players to co-develop 5G use cases, such as partnerships with TV5 to modernize news operations and with Ateneo de Manila University on 5G smart campus. Continue reading “5G Updates in ASEAN – Q3 2020: Mixed Developments, but Still a Solid Growth Forecast”

Can Converge ICT Break PLDT and Globe’s Duopoly in the Philippines?

A. Amir

Summary Bullets:

• Converge ICT is rapidly expanding its business and upgrading its infrastructure.

• While it is breaking PLDT and Globe’s dominance in the mass market, Converge ICT is still several steps behind in the enterprise segment.

The Philippines Managed Services Market
Like other emerging ASEAN countries, the Philippines managed ICT service market has been growing rapidly in the last few years driven by digital transformation initiatives by enterprises across different industries. The adoption of newer technologies such as cloud and SDN/NFV is increasing and has recently been accelerated by new demands such as remote working during the COVID-19 crisis. While the market is largely dominated by the two big carriers: PLDT and Globe; there are several other players such as Converge ICT, Radius Telecoms, Eastern Communications, and NOW Corporation with a small piece of the market share pie respectively. Continue reading “Can Converge ICT Break PLDT and Globe’s Duopoly in the Philippines?”

Google Cloud Next 2020 – ASEAN Impact – Part 1: Driving Multi-cloud Adoption in the Region

A. Amir

Summary Bullets:

• Google Cloud announced new solutions and updates to catch up with competitors in value-added services and differentiate in open-platform and analytics.

• Multi-vendor support enables Google Cloud to address the multi-cloud requirements of ASEAN enterprises.

Google Cloud made several announcements at the recent Google Cloud Next 2020 OnAir, including BigQuery Omni (multi-cloud analytics solution. For more, please see Google Cloud Next 2020: Google Pads Anthos via GCP’s BigQuery AI Extensions, July 15, 2020), Confidential Computing (encryption of data while being processed), Assured Workloads (automation of compliance), G-Suite update, and Anthos update. At the event, the provider also shared its plan on partner ecosystem expansion and professional service capabilities. For more, please see Google Cloud Next 2020: What Google Lacks in Cloud Market Share, it Makes up for in Engineering, July 16, 2020. These announcements are crucial for Google Cloud to retain its advantage against other providers in areas such as analytics and interworking with other platforms, and close the competitive gaps in other areas (e.g., market share, partner ecosystem, professional services and value-added services). Continue reading “Google Cloud Next 2020 – ASEAN Impact – Part 1: Driving Multi-cloud Adoption in the Region”

Google Cloud Next 2020 – ASEAN Impact – Part 2: Powering SMBs in the Post COVID-19 Era

A. Amir

Summary Bullets:

• Google Cloud could position G-Suite and its retail solution to help ASEAN SMBs during the pandemic.

• Google should include key local players in its partner ecosystem to extend its market reach in the region.

Google Cloud made several announcements at the recent Google Cloud Next 2020 OnAir and shared its expansion plan of partner ecosystem and professional service capabilities. The first part of this report: Google Cloud Next 2020 – ASEAN Impact – Part 1: Driving Multi-cloud Adoption in the Region analyzes Google Cloud’s proposition in multi-cloud in ASEAN. This post discusses the opportunity in SMBs and recommendations for Google Cloud and end-users in the region.

Impact of COVID-19 on ASEAN SMB

Domestically, SMB represents a large amount of market opportunity driven by over 90% of total establishments in a country. The buying behavior is different than large enterprises and MNC. The low ICT adoption and lack of internal ICT capabilities translate to higher opportunities for managed service providers. However, market growth is expected to be slower post COVID-19 as many SMBs are significantly impacted by the pandemic. SMBs, especially the small and micro enterprises, have had to squeeze their budgets across all functions including ICT to sustain their business during and post lockdown. Digital transformation is becoming less important, and the main priorities have shifted to adapting to new customers’ buying bmehavior such as e-commerce and cashless payment (e.g., mobile wallet). The economy and low power purchasing in ASEAN are also pushing them to be even more cost-sensitive with ICT purchasing. All discretionary spending is expected to be put on hold. Continue reading “Google Cloud Next 2020 – ASEAN Impact – Part 2: Powering SMBs in the Post COVID-19 Era”

AWS Outposts Availability in New Countries Strengthens AWS’ Presence and Drives Edge Computing in ASEAN

A. Amir

Summary Bullets:

  • AWS Outposts availability in ASEAN countries strengthens AWS’ presence in the region and enables it to capture the high-growth cloud opportunities there.
  • AWS Outposts and Wavelength will drive edge computing through stronger collaborations with partners, especially the telcos.

Launched late last year in select markets, AWS Outposts takes hybrid cloud to the next level by enabling enterprises to run AWS compute storage, database, and other services within their own premises or preferred third-party data centers. For more, please see AWS re:Invent 2019: AWS Announces General Availability of Outposts, but Must Demonstrate Management Competence (December 5, 2019). Recently, the provider added nine new countries, including emerging markets such as Malaysia and Thailand, making Outposts available to 50 markets through 22 regions to date. While competitors have their own approach (e.g., Azure Stack, Google Anthos, Alibaba Apsara Stack), AWS is a step ahead in its service availability globally and partner ecosystem. Continue reading “AWS Outposts Availability in New Countries Strengthens AWS’ Presence and Drives Edge Computing in ASEAN”

TM ONE Leverages Its ICT Capabilities to Convert Post-Pandemic Challenges into Business Opportunities

A. Amir

• TM ONE is a step ahead of competitors with the launch of ONE PASS to address COVID-19-specific business challenges.

• While the adoption is low, the outlook is expected to be positive. Digital health screening and visitor management solutions are expected to be a common service for enterprises post COVID-19.

As lockdown (a.k.a. Movement Control Order in Malaysia) eases off, businesses start to reopen and operate as before, but with stricter guidelines such as social distancing, regular sterilization, temperature screening, and personal data collection. This is expected to be the new normal post COVID-19 at least until the end of the year. It has defined a new set of business requirements, particularly in customer engagement and data collection, mainly for B2C enterprises that deal directly with end-users. Continue reading “TM ONE Leverages Its ICT Capabilities to Convert Post-Pandemic Challenges into Business Opportunities”

COVID-19: The Impact on ASEAN Enterprise ICT

A. Amir

Summary Bullets:

• Legacy ICT services make it more challenging for ASEAN enterprises to adapt to the changing business needs due to COVID-19.

• COVID-19 is driving digital transformation for most ASEAN enterprises and will open up a wider opportunity for carriers and service providers.

The impact of COVID-19 on ICT and vertical industries are widely covered on GlobalData COVID-19 Dashboard. With lockdowns (or shutdowns, state-of-emergency, or similar terms used per country) in nearly the whole world, the impacts on ICT spending are somewhat consistent globally. However, the impact in the Southeast Asia region (aka ASEAN) is different. Most enterprises are in a very early stage of their digital transformation journey. While newer services such as cloud, SD-WAN, and UCaaS have become the norm in other countries, a large majority of enterprises in this region still rely on the traditional ICT such as captive data center and traditional network services. The lack of agility and flexibility in these legacy services makes it more challenging for enterprises to adapt to changes due to COVID-19 such as remote workplace and digital customer channels. As a result, enterprises are shifting their current ICT priorities to focus on cloud migration, network re-dimensioning, UC deployment and/or expansion and digital services roll-out. Continue reading “COVID-19: The Impact on ASEAN Enterprise ICT”

Telstra Collaborates with China Unicom, KT, and Telefonica to Co-Develop Edge Computing Platform

A. Amir

Summary Bullets:

• Joining the collaboration enables Telstra to accelerate its edge computing strategy and expand the service globally.

• Telstra could consider partnering with the hyperscalers to provide wider cloud options for edge computing applications and offer differentiated services.

Edge computing is picking up its momentum globally with various announcements by telcos and cloud providers in recent months. Google announced Anthos for Telecom, Global Mobile Edge Cloud (GMEC), and a partnership with AT&T last week. AWS launched Wavelength (AWS compute and storage within Verizon’s 5G network) in December 2019 and announced partnerships with Verizon and Vodafone in the same month.

On February 27th, nine European and Asia-Pacific telcos (China Unicom, Deutsche Telekom, EE, KDDI, Orange, Singtel, SK Telecom, Telefonica, and TIM) announced collaboration to co-develop an interoperable edge computing platform with the support of the GSMA through its Operator Platform Project. A week after the announcement, Telstra signed an MoU to join China Unicom, KT, and Telefonica in the initiative. The initial phase of the collaboration focuses on the development of edge computing capabilities and platform interoperability across different networks and geographies. The next stage will include the development of mobility use cases across borders and federation capabilities.

Continue reading “Telstra Collaborates with China Unicom, KT, and Telefonica to Co-Develop Edge Computing Platform”