Orbia Investor Day Presentation Deck
Strong Market Forces Driving Connectivity Demand
~$120B Public Investment in
Rural and Urban Broadband
~$900B in 5G
Mobile Networks
>$500B in Data
Center Investments
Investment in data centers,
$B per year
North America and Western Europe¹
homes passed with fiber, #homes
(in millions)
61
+70%
107
2023 - 2027
2018-2022
Net new homes to be
passed with fiber
Investments in 5G
vs. non 5G, $B
4x
209
Non-5G
891
5G
2022 2027
Global investment
325
+60%
2022
522
2027E
Investment in global
data centers, per year
Huge Growth in Passive
Network Infrastructure
Rural and Urban Broadband
●
●
●
●
$90B public investment in the U.S.:
Infrastructure bill, RDOF, and CARES/ARPA
money to expand broadband access
Mobile Networks
Government of Canada's $6B investment
into internet infrastructure
●
>$20B of government investment in
Europe ($13B in Germany, $7B in the UK)
Mobile operators investing 80%
on 5G with majority of investments focused
on North America and Europe (ex-China)
5G technology requires fiber connections
and/or backhaul connectivity
Data Centers
Increase in additional storage, processing,
disseminating data and applications driven
by investments by cloud technology and
streaming companies
1. UK, Germany & Italy only. Source: RVA Market Research (Mar 2022); IDATE (Dec 2021); GSMA - The Mobile Economy (Feb 2022); Frost & Sullivan (Feb 2021); Company press releases,
Government of Canada, Germany Federal Ministry for Digital & Transport, Ofcom, Orbia estimates.
Orbia Investor Day 2022 | 85
orbia
dura-lineView entire presentation