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COMMERCIAL–IN-CONFIDENCE COMMERCIAL–IN-CONFIDENCE Submarine Cable Development Africa, MENA, and South East Asia 17 January 2016 Byron Clatterbuck CEO SEACOM Ltd 1

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Page 1: Submarine Cable Development Africa, MENA, and …...COMMERCIAL–IN-CONFIDENCE Submarine Cable Development Africa, MENA, and South East Asia 17 January 2016 Byron Clatterbuck CEO SEACOM

COMMERCIAL–IN-CONFIDENCECOMMERCIAL–IN-CONFIDENCE

Submarine Cable Development

Africa, MENA, and

South East Asia

17 January 2016

Byron Clatterbuck

CEO

SEACOM Ltd

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COMMERCIAL–IN-CONFIDENCE2

• Traditional cable builds in Africa, MENA and India/SEA have been largely designed to reach content and distribution centers in Europe

• Markets in these regions have seen a varying degree of liberalization and competition, often with only one incumbent being the “gate keeper” of all new subsea cable development and access

• Limited liberalization and competition has further stymied investment in local distribution infrastructure and associated carrier-neutral data center/interconnection facilities

• A mix of private and consortium system development has occurred, but with limited “independent” carrier neutral investments where other service providers can access new capacity and diversity on a sound economic basis

• A combination of regulatory liberalization and open access to private/consortium cable systems has tended to create the most healthy and well-served markets

• However, “over investment” has also led to market destabilization and poor economic returns

Introduction

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COMMERCIAL–IN-CONFIDENCE3

SeaMeWe-5:

RFS: November 2016; Cable Length: 20,000 km

Owners: Telekom Malaysia, Bangladesh Telegraph and Telephone Board (BTTB), China Mobile, China Telecom, Orange, Myanmar Post and Telecommunication (MPT), Saudi Telecom, Sri Lanka Telecom, Telkom Indonesia, TOT, SingTel, Telecom Italia Sparkle, TeleYemen, China Unicom, du, Turk Telekom International, TransWorld Associates (Pvt.) Limited

Planned Cables – SEA/India, MENA, to Europe

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Asia Africa Europe-1 (AAE-1):RFS: Q4 2016; Cable Length: 25,000 km

Owners: China Unicom, Telecom Egypt, Etisalat, Omantel, Djibouti Telecom, OTEGLOBE, Pakistan Telecommunications Company Ltd., PCCW, Ooredoo, Mobily, Viettel Corporation, TeleYemen, Chuan Wei, Retelit, Reliance Jio Infocomm

Planned Cables – SEA/India, MENA, to Europe

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Planned Cables – SEA/India to MENA

Bay of Bengal Gateway (BBG)RFS: December 2015; Cable Length: 8,050 km

Owners: Vodafone, Telekom Malaysia, Omantel, Reliance Jio Infocomm, Dialog Axiata, Etisalat,

Gulf Bridge International

Landing Points: Barka, Oman; Chennai, India; Fujairah, United Arab Emirates; Mumbai, India; Penang, Malaysia; Ratmalana, Sri Lanka

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Gulf2Africa (G2A):

RFS: Q4 2016; Cable Length: 1,500 km

Owners: Omantel, Golis Telecommunications, Telesom, Ethio Telecom

Landing Points: Berbera, Somalia; Bosaso, Somalia; Salalah, Oman

DARE (Djibouti-Africa-Regional-Express):

RFS: unknown; Cable Length: ±4,000km

Owners: Consortium

Landing Points: Djibouti, Mombasa, Mogadishu, Berbera, Bosasa

O2C:

RFS: Q4 2017; Cable Length: ±6,000km

Owners: Consortium

Liquid Sea:

RFS: Q4 2017; Cable Length: ±10,000km

Owners: Liquid Telecom

Australia West Express (AWE)

RFS: Q1 2017; Cable Length: 10,055 km

Owners: GoTo Networks

Landing Points: Diego Garcia, British Indian Ocean Territory; Djibouti City, Djibouti; Perth, Australia

G2A

Planned Cables – Africa East Coast and MENA

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West Africa:

ACE Extension (Africa Coast to Europe):

RFS: 2016; Cable Length: 17,000 km

Owners: Orange, Dolphin Telecom, Cote d’Ivoire Telecom, Gambia Submarine Cable Company, Portugal Telecom, Orange Cameroun, Sonatel, Cable Consortium of Liberia, STP Cabo, International Mauritania Telecom, Canalink, Orange Mali, Orange Niger, Republic of Equatorial Guinea, Sierra Leone Cable Company, GUILAB, Benin ACE GIE

Landing Points: south-bound extension from Sao Tome & Principe to South Africa

Nigeria Cameroon Submarine Cable System (NCSCS)

RFS: September 2015; Cable Length: 1,100 km

Owners: Camtel

Landing Points: Kribi, Cameroon; Lagos, Nigeria

Ceiba-2

RFS: Q4 2016; Cable Length: 290 km

Owners: Ministerio de Transportes, Tecnologia, Correos y Telecomunicaciones

Landing Points: Bata, Equatorial Guinea; Kribi, Cameroon; Malabo, Equatorial Guinea

ACE Cable System

Planned Cables – Africa West Coast

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Africa & South America:

South Atlantic Cable System (SACS):

RFS: Q1 2017; Cable Length: 6,500 km

Owners: Angola Cables; http://www.angolacables.co.ao

Landing Points: Fortaleza, Brazil; Luanda, Angola

South Atlantic Express (SAEx):

RFS: 2017; Cable Length: 10,400 km

Owners: SimplCom

Landing Points: Fortaleza, Brazil; Jamestown, Saint Helena,

Ascension and Tristan da Cunha; Walvis Bay, Namibia;

Yzerfontein, South Africa; Mtunzini, South Africa;

Cameroon-Brazil Cable System (CBCS):

RFS: Q4 2017; Cable Length: 5,900 km

Owners: Camtel, China Unicom

Landing Points: Fortaleza, Brazil; Kribi, Cameroon

CBCS

SACS

SAEx

Planned Cables – Africa West Coast to South America

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• Announcements for new cables will continue as players position themselves in

the market

• Not all will materialize and consolidation of projects is likely

• Not all are driven by the need for diversity, improved latency or economic

rationales

• While subsea cables are an important growth driver, many markets in these

regions need to focus on encouraging competition and driving domestic

infrastructure improvement

• Shift in content distribution dynamics will have considerable impact going

forward

Summary

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COMMERCIAL–IN-CONFIDENCE10

www.submarinecablemap.com

Submarine Telecoms Industry Report, Issue 4, November 2015

References

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COMMERCIAL–IN-CONFIDENCECOMMERCIAL–IN-CONFIDENCE

End

Thank you

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