Cloud data centers are continuing to reshape global Internet architecture, including the subsea cables that extend the networks across oceans. Capacity demand from hyperscale operators will be a key driver in $8 billion in new cable investments over the next three years, according to research firm TeleGeography.
The latest investment trends in subsea cables is outlined in the TeleGeography’s 2021 Submarine Cable Map, the latest edition of a key information resource on cable deployments, landing stations, and the growing role of content providers.
The 2021 map documents 464 global cables and 1,245 landing stations, as well as major future deployments. The map further analyzes the changing dynamics in the market and influence of new players on submarine cable investments.
That includes 36 cables in the planning stages, including 19 newly-announced projects that will add more than 103,000 kilometers (64,000 miles) to global subsea lengths.
“The 2021 map illustrates a market that’s experiencing more deployments, with new and diverse players,” said TeleGeography Research Director Alan Mauldin. “Over the last decade, we’ve seen content providers emerge as disruptors, ramping up investments to meet global demand for their services. The submarine cable market has never been so dynamic.”
This could mean a lot of business for leading players in subsea cable deployment. “Only a handful of suppliers are involved in cable construction,” TeleGeography notes. “Three suppliers — Subcom, ASN, and NEC — account for 90% of the new construction market since 2017 (measured by total cable length).”
