Digital Infrastructure Sector Analysis

Digital Infrastructure Sector Analysis

Market analysis and technical studies 10 January, 2020

*OFFICIAL USE ONLY

This study has been prepared by the staff of the Asian Infrastructure Investment Bank (AIIB), advised by Ovum led by Dr. CW Cheung as the technical consultant to the Bank. The study team is also grateful for the views and support provided by various partners. The study does not necessarily represent the views of AIIB, its Board of Directors or Shareholders.

Content

Focus of analysis

*OFFICIAL USE ONLY

1. Overview of the Digital Infrastructure ecosystem 2. Dive into the Digital Infrastructure ecosystem 3. Infrastructure enhancing digital technologies and applications

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*OFFICIAL USE ONLY

1. Overview of the Digital Infrastructure ecosystem

The new "bridges and roads" that support the economy, in particular the digital economy

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The Digital Infrastructure ecosystem

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? Digital Infrastructure is 1 integrated system

? Digital Infrastructure includes 2 categories: (hard) physical and (soft) non-physical

? Digital Infrastructure contains 4 components that work interactively

? Digital Infrastructure is the key foundation and enabler for the 21st century economy

Hard Soft

Connectivity and

transportation

Storage and processing

Terminals and devices

Services and applications

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The digital landscape ? key investible sectors

*OFFICIAL USE ONLY

Connectivity and transportation

The physical infrastructure that carries digital data between devices, data infrastructure and services.

Shared infrastructure companies ("Infracos")

Telecom/Internet Service ("Telcos")

Storage and processing

The computing power to run services and storage

of data of users.

Data centers and cloud services

Services and applications Terminals and devices

The functions / applications that create economic value-add to business sectors and

customers.

Digital services and applications

The interfaces between users (human or

machines) and the digital services and applications.

Devices and terminals

Sources: AIIB analysis, Ovum

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