全球數(shù)據(jù)中心行業(yè)市場前景及投資研究報(bào)告-培訓(xùn)課件外文版2024.6

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TRENDSDatacentersCHAPTER

01OverviewRevenueintheDataCentermarketfordifferentsegmentsWorldwidefrom2017to2028(inbillionU.S.dollars)RevenueintheDataCentermarketWorldwide2017-2028NetworkInfrastructureServersStorage5004504003503002502001501005002017201820192020202120222023202420252026202720283Description:Therevenueisforecasttoexperiencesignificantgrowthinallsegmentsin2028.Aspartofthepositivetrend,theindicatorreachesthemaximumvalueforallthreedifferentsegmentsattheendofthecomparisonperiod.ParticularlynoteworthyisthesegmentNetworkInfrastructure,whichhasthehighestvalueof256.14billionU.S.dollars.ReadmoreNote(s):WorldwideSource(s):MarketInsightsRevenueofleadingdatacentermarketsworldwidefrom2017to2028(inbillionU.S.dollars)Revenueofleadingdatacentermarketsworldwide2017-2028UnitedStatesChinaJapanGermanyUnitedKingdom103.11140124.5792.98117.586.23120100107.3577.599.1695.5865.4893.492.3862.1189.3657.8189.4558.888.5158.6876.1351.7880604020073.1969.1763.2823.9322.2320.072109.

038619.0718.7718.1516.5616.3117.2616.341166.

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3715.3715.5215.6914.9514.715.2154.762202415.4713.9613.9613.313.4513.5613.4914.0512.0812.6112.1512.0410.93201720182019202020212022202320252026202720284Description:Therevenueisforecasttoexperiencesignificantgrowthinallregionsin2028.Fromtheselectedregions,therankingbyrevenueinthedatacentermarketisforecasttobeleadbytheUnitedStateswith124.57billionU.S.dollars.Incontrast,therankingistrailedbytheUnitedKingdomwith19.36billionU.S.dollars,recordingadifferenceof105.21billionU.S.dollarstotheUnitedStates.ReadmoreNote(s):Worldwide;2017to2028Source(s):TechnologyMarketInsightsAnnualspendingoncloudITinfrastructureworldwidefrom2013to2026(inbillionU.S.dollars)GlobalcloudITinfrastructurespending2013-202616014012010080133.7110.593.787.771.866.166.86047.435.74020032.226.422.320132014201520162017201820192021*20222023*2024*2026*5Description:In2023,cloudITinfrastructurespendingisexpectedtoreachalmost94billionU.S.dollars.PubliccloudinfrastructurecontinuestoexpandandisalargedriverofITspending.LeadingcompaniesinthemarketincludeDellTechnologies,HPE,Inspur,Lenovo,IBM,andHuawei.ReadmoreNote(s):Worldwide;2013to2023;*ForecastReadmoreSource(s):IDCInformationtechnology(IT)spendingondatacentersystemsworldwidefrom2012to2024(inbillionU.S.dollars)ITdatacentersystemstotalspendingworldwide2012-2024250235.53221.22217.88215216210200181179171170166163150100501400201220132014201520162017201820192020202120222023*2024*6Description:In2023,spendingondatacentersystemsisexpectedtoamountto217billionU.S.dollars,aslightdecreaseofaround1.5percentcomparedtothepreviousyear.TheoverallITmarketexperiencedarecessionin2020,duetothenegativeeconomicimpactbroughtaboutbythecoronavirus(COVID-19)pandemic,butisalmostbacktothesamelevelsasin2019.ReadmoreNote(s):Worldwide;2012to2023;*ForecastReadmoreSource(s):GartnerEnterprisespendingoncloudanddatacentersbysegmentfrom2009to2022(inbillionU.Sdollars)Spendingoncloudanddatacenters2009-2022,bysegmentDataCenterHardware&SoftwareCloudInfrastructureServices30025020015010050178129.5966922546.532218214839.56.5813.51.5198.0520219393.38981.578.5201681.577.571.460.702009201020112012201320142015201720182019202020227Description:In2022,enterprisespendingoncloudinfrastructureservicesamountedto225billionU.S.dollars,agrowthof47billionU.S.dollarscomparedtothepreviousyear.Thegrowingmarketforcloudinfrastructureservicesisdrivenbyorganizations'demandformodernnetworking,storage,anddatabasessolutions.ReadmoreNote(s):Worldwide;2009to2022Source(s):estimates;SynergyResearchGroupCHAPTER

02DatacentermarketsLeadingcountriesbynumberofdatacentersasofMarch2024Leadingcountriesbynumberofdatacenters2024Numberofdatacenters01,0002,0003,0004,0005,0006,000UnitedStatesGermanyUnitedKingdomChina5,381521514449336CanadaFrance315307307297AustraliaAustraliaNetherlandsRussia251219170168JapanMexicoItaly9Description:AsofMarch2024,therewereareported5,381datacentersintheUnitedStates,themostofanycountryworldwide.Afurther521werelocatedinGermany,while514werelocatedintheUnitedKingdom.

ReadmoreNote(s):Worldwide;March2024Source(s):CloudsceneDatacentermarketsworldwiderankedbycostofdatacenterconstructionin2023(inU.S.dollarsperwatt)Globaldatacentermarketsrankedbycostofconstructionperwatt2023CostinU.S.dollarsperwatt0246810121416TokyoZurich13.712.98SiliconValleyNewJerseySingaporePortland12.1511.9211.410.5410.5JakartaChicago10.44NorthernVirginiaLondon10.210.1910SeoulFrankfurtKualaLumpur101010Description:In2023,Tokyowasrankedasthemostexpensivemarketworldwidefordatacenterconstruction.ThecostperwattintheJapanesecapitalwasreportedat13.70U.S.dollars,aheadofZurichat12.98U.S.dollars.

ReadmoreNote(s):Worldwide;2023Source(s):Turner&TownsendTotalinventoryofleadingdatacentermarketsworldwidein1stquarter2023(inmegawatts)InventoryofleadingdatacentermarketsworldwideQ12023Inventoryinmegawatts(MW)1,00005001,5002,0002,500NorthernVirginiaLondon2,132956TokyoFrankfurtSydney753707659623SingaporeAmsterdamDallas/Ft.WorthHongKongS?oPauloSiliconValleyParis508434.3418386.7378.1373Chicago363.511Description:NorthernVirginiawasbyfartheworld`slargestdatacentermarketbytotalinventoryinthefirstquarterof2023.Theregionhadareportedinventoryofover2,100MW,whichwasmorethantwicethatofLondon,thesecond-largestmarket.

ReadmoreNote(s):Worldwide;Q12023Source(s):CBREGroupVacancyratesofleadingdatacentermarketsworldwidein1stquarter2023VacancyratesofleadingdatacentermarketsworldwideQ12023Vacancyrate10%0%5%15%20%25%SingaporeNorthernVirginiaSiliconValleySantiago0.6%1.8%2.9%3%QuerétaroFrankfurt3.1%4.8%ChicagoDallas/Ft.WorthTokyo6.7%7.2%11.2%11.9%ParisS?oPauloBogotá13.5%14.7%London15.3%12/statistics/1456844/leading-data-center-markets-by-vacancySingaporehadthelowestvacancyrateamongleadingdatacentermarketsasofthefirstquarterof2023.Singapore'svacancyrateof0.6percentwaslowerthanthatofNorthernVirginia,theworld'slargestdatacentermarketbytotalinventory.

ReadmoreNote(s):Worldwide;Q12023Source(s):CBREGroupNumberofEquinixInternationalBusinessExchange(IBX)datacentersworldwidefrom2016to2023,byregionNumberofEquinixIBXdatacentersworldwide2016-2023,byregionAmericasEMEAAPAC30025020015010050508448825078457540734573307327641081041031068787865502016201720182019202020212022202313Description:In2023,Equinixhadatotalof242InternationalBusinessExchange(IBX)datacentersacrosstheglobe,withalmosthalflocatedintheAmericasregion.Thiswasanincreaseofsixdatacentersonthepreviousyear,withtheCalifornia-basedoperatorlookingtocapitalizeonanincreasingglobaldatacenterdemanddrivenbydigitaltransformation.ReadmoreNote(s):Worldwide;2016to2023Source(s):EquinixDigitalRealty'sglobaldatacenterbuildingportfoliofrom2021to2023,byregionNumberofDigitalRealtydatacenterbuildingsworldwide2021-2023,byregionEuropeNorthAmericaAfricaAsiaPacific30025020015010050020212022202314Description:AsofDecember31,2023,Texas-basedDigitalRealtylisted242datacenterbuildingsacrosstheglobe,adecreaseonthepreviousyear.ThoughEuropeishometothelargestnumberofindividualDigitalRealtybuildings,theUnitedStatesaccountedforafargreatershareofnetrentablespace.ReadmoreNote(s):Worldwide;2021to2023Source(s):DigitalRealtyCHAPTER

03IndustrychallengesWhatistheaverageannualpowerusageeffectiveness(PUE)foryourlargestdatacenter?Datacenteraverageannualpowerusageeffectiveness(PUE)worldwide2007-20232.72.52.52.32.11.91.71.51.981.671.651.591.581.581.571.5520072011201320182019202020212022202316Description:Respondingtoa2023survey,datacenterownersandoperatorsreportedanaverageannualpowerusageeffectiveness(PUE)ratioof1.58attheirlargestdatacenter.DatacenteroperatorsaimtogettheirPUEratioascloseto1aspossible,withmanyofthenewestdatacentersfromhyperscaleandcolocationprovidersofferinggreaterefficiencythanthoserunningoldertechnologies.ReadmoreNote(s):Worldwide;2007to2023;DatacenterownersandoperatorsSource(s):UpsiteTechnologies;UptimeInstituteOnaverage,towhatextenthaveleadtimesforkeydatacenterequipmentchangedinthepast12months?Changeinleadtimesofdatacenterconstructionmaterialsworldwide20238071706560504030201004324212Morethan12weeksincreaseMorethan8weeksincreaseMorethan4weeksincreaseLittleornochangeLeadtimeshavedecreasedDon'tknow17Description:Themajorityofrespondentstoa2023surveyreportedanincreaseindatacenterconstructionmaterialleadtimes,with71citinganincreaseofmorethan8weeksonaverage.Only2respondentsreportedadecreaseinleadtimes.

ReadmoreNote(s):Worldwide;September2023;235respondentsSource(s):Turner&TownsendDoyoubelieveartificialintelligence(AI)willreduceyourdatacenteroperationsstaffinglevelsinthenextfiveyears?ExpectationthatAIwillreduceglobaldatacenterstaffingneedsworldwide2023Yes(withinthenextfiveyears)29%Yes(butnotinthenextfiveyears-itwilltakelonger)No100%90%80%70%60%50%40%30%20%10%0%27%42%48%29%25%2019202318Description:ThreequartersofITanddatacentermanagersrespondingtoas2023surveyexpectedartificialintelligence(AI)toreducefacilitystaffingneeds,withthemajorityoftheseexpectinganimpactwithinthenextfiveyears.ReadmoreNote(s):Worldwide;H12023;2019:466,2023:752;ITanddatacentermanagersSource(s):UptimeInstituteLookingatthenext12months,howconcernedisyourdigitalinfrastructuremanagementregardingeachofthefollowingissues?Leadingconcernsofdatacenterdigitalinfrastructuremanagersworldwide2023ShareofrespondentsNotconcernedSlightlyconcerned0%

10%Somewhatconcerned20%

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40%Veryconcerned50%60%70%80%90%100%ImprovingenergyperformanceforfacilitiesequipmentAlackofqualifiedstaff12%20%35%33%9%21%41%30%ImprovingenergyperformanceforIT12%10%11%23%35%30%ForecastingfuturedatacentercapacityrequirementsProcuringequipmentneededtomeethighercapacitydemand24%39%42%27%21%26%19Description:Respondingtoa2023survey,athirdofITanddatacentermanagersacrosstheglobesaidthattheirdigitalinfrastructuremanagementteamswereveryconcernedbytheneedtoimproveenergyperformanceforfacilitiesequipment.Powerusageeffectiveness(PUE)figuressuggestthatenergyefficiencygainsinthedatacenterindustryhavelevelledoffinrecentyears,withfurtherimprovementsrequiringsignificantcapitalinvestment.ReadmoreNote(s):Worldwide;H12023;629respondents;ITanddatacentermanagersSource(s):UptimeInstituteCHAPTER

04CloudandhyperscaledatacentersCloudhyperscalerevenueworldwidein2022,byregion(inbillionU.S.dollars)Globalcloudhyperscalerevenue2022,byregionRevenueinbillionU.S.dollars40

50010203060708090100UnitedStatesChina87.619.516.6RestofEuropeSouthEastAsiaUnitedKingdomEastAsia1310.97.45.6IndiaAustralia/NewZealandLatinAmericaCanada3.42.82.71.1MiddleEast/Africa21Description:In2022,theUnitedStatessaw87.6billiondollarsincloudhyperscalerevenue,thehighestofanyregionworldwide.TheU.S.hascementeditselfasakeymarketincloudtechnology,withNorthernVirginiaservingasanimportanthubforhyperscaledatacenters.China,thesecondlargestmarket,saw19.5billionU.S.dollarsinrevenuefortheyear.ReadmoreNote(s):Worldwide;2022Source(s):Cushman&WakefieldWorldwideinfrastructureasaservice(IaaS)andplatformasaservice(PaaS)hyperscalermarketsharefrom2020to2023,byvendorGlobalIaaSandPaaShyperscalermarketshare2020-2023,byvendorAWSAzureAlibabaGCP100%90%80%70%60%50%40%30%20%10%0%7.2%9.5%8.1%8.9%8.2%6.5%10%3.5%30.6%31.9%37.4%33%52.7%202051.1%202147.8%202333%202222Description:In2023,withamarketshareof48percent,AmazonWebServices(AWS)issettobetheleadingglobalinfrastructureasaservice(IaaS)andplatformasaservice(PaaS)hyperscalevendor.Thatyear,AWS,MicrosoftAzure,AlibabaCloud,andGoogleCloudPlatform(GCP)areforecasttogenerateacombinedrevenueof167.3billionU.S.dollars.Inthisspecificinstance,thefourhyperscalersarecharacterizedbytheirtechnology,CAPEXbudget,resources,heft,andcustomermomentumthat[...]

ReadmoreNote(s):Worldwide;2020to2024;*ForecastReadmoreSource(s):ETR;WikibonPubliccloudservicesend-userspendingworldwidefrom2017to2024(inbillionU.S.dollars)Publiccloudservicesmarketsize2017-2024800700600500400678.79563.59478.32412.6331430024319720010001452017201820192020202120222023*2024*23Description:Theworldwidepubliccloudcomputingmarketcontinuestogrowandisexpectedtoreachanestimated679billionU.S.dollarsin2024.Thisencompassesbusinessprocesses,platform,infrastructure,software,management,security,andadvertisingservicesdeliveredbypubliccloudservices.Apubliccloudisaclouddeploymentmodelthatofferscomputingservicesovertheinternet.Thephysicalhardwareofthiscloudmodelissharedbymultiplecompanies.Theservicesofferedtocustomers[...]

ReadmoreNote(s):Worldwide;2017to2023;*ForecastThecloudadvertisingsegmentwasremovedfromGartner'spubliccloudservicesforecastsegmentsstartingfrom2017.

ReadmoreSource(s):GartnerDatacentervirtualizationmarketrevenueworldwidein2022versus2032(inbillionU.S.dollars)Globaldatacentervirtualizationmarketvalue2022versus203245403530252038.371511.23105020222032*24Description:Datacentervirtualizationtechnologiesallowuserstodesignanddeploydatacentersinthecloud,withouthavingtheactualphysicaldatacenters.In2022,thedatacentervirtualizationmarketrecordedarevenueworthover11billionU.S.dollars.By2032,theglobalapplicationvirtualizationmarketisexpectedtoexceed38billionU.S.dollars.ReadmoreNote(s):Worldwide;2023;*ForecastReadmoreSource(s):GlobeNewswire;SphericalinsightsSemiconductormarketrevenueworldwidefrom2020to2025,byendmarket(inbillionU.S.dollars)Semiconductormarketrevenueworldwide2020-2025,byendmarketSmartphonePersonalcomputingConsumerelectronicsAutomotiveIndustrialelectronicsWiredandwirelessinfrastructureServers,datacenters,andstorage80070060050040030020010001366094785074763851405010474796089107100146117104202020232025*25Description:By2025,oneoftheleadingendmarketswithintheglobalsemiconductorindustryisexpectedtobesmartphones,particularlythecontinueddevelopmentofimagesensorsandedgeartificialintelligence(AI)processorsinsuchdevices.In2023,thesmartphonesemiconductormarketwasvaluedat104billionU.S.dollars,withprojectionssuggestingthisislikelytoriseto146billionU.S.dollarsby2025.ReadmoreNote(s):Worldwide;2020to2023;*Forecast.Thesourcecalculatedthesemiconductormarketsizebyapplicationbasedonindustrybasedonexternalresearchofmarketoutlook.

ReadmoreSource(s):ASMLCHAPTER

05InfrastructureWorldwidecloudinfrastructureservicesquarterlyrevenuefrom2018to2023(inbillionU.S.dollars)Cloudinfrastructureservicesrevenueworldwide2018-2023,byquarter70605063.757.554.752.750.550.545.44239.54037.132.830.529302010027242322204Q'18

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1Q'2327Description:Inthefirstquarterof2023,enterprisespendingoncloudinfrastructureservicesreachedapproximately64billionU.S.dollars.Themarkethasseenasteadyincreaseinquarter-over-quarterrevenueoverthepastyearsandpassedthe50billionU.S.dollarsmarkforthefirsttimeinthefourthquarterof2021.ReadmoreNote(s):Worldwide;2018to2023Source(s):SynergyResearchGroupGlobalquarterlymarketshareofcloudinfrastructureservicesfrom2017to2023,byvendorCloudinfrastructureservicesmarketsharequarterlyworldwide2017-2023,byvendorAmazonWebServicesMicrosoftGoogleIBM67%Alibaba43%Next10*Google,Alibaba,Tencet32%OtherRackspace100%90%80%70%60%50%40%30%20%10%0%15%14%18%20%18%15%20%26%22%20%38%37%40%42%47%46%21%16%21%10%22%22%16%59%58%9%4%7%7%4%7%7%4%8%6%17%18%10%9%10%20%10%20%8%6%9%8%8%7%5%20%20%23%15%15%16%18%18%13%11%34%Q28%11%31%Q28%34%Q433%34%34%Q334%Q433%Q133%Q233%Q233%Q333%Q433%Q133%Q233%Q333%Q433%Q132%Q132%Q1Q1Q22016

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202328Description:Inthefirstquarterof2023,AmazonWebServices(AWS),heldaround32percentmarketshareofthecloudinfrastructureservicesmarket.AWS'sshareofthecloudinfrastructureservicesmarkethasremainedsteadyataroundathirdofthetotalmarketsinceatleast2017.MicrosoftAzureandGoogleCloudtake23percentand10percentmarketshare,respectively.Thenexttwentycloudprovidersheldacombined26percentofmarketshare.

ReadmoreNote(s):Worldwide;2017to2023;*IncludesFujitsu,CenturyLink,HPE,Oracle,etc.**Numbersmaynotaddupto100%duetoestimates.***ThecloudinfrastructureservicesmarketincludesIaaS,PaaS,andhostedprivatecloud.Thesourcedid[...]

ReadmoreSource(s):estimates;SynergyResearchGroupCloudinfrastructureservicesspendingworldwidefrom1stquarter2016to4thquarter2022(inbillionU.S.dollars)Cloudinfrastructureservicesmarketspendingworldwide2016-20227060504065.863.162.355.953.549.44741.839.936.534.63130.227.5302010026