数据中心建设数量(数据中心建设与规划)

——Analysis of the market status and development prospects of the global IDC industry in 2022. A new round of development opportunities is coming [Photo]

Major listed companies in the industry: Century Internet (VNET); GDS (GDS); Sinnet (300383); Baoxin Software (600845); Dataport (603881); Dr. Peng (600804), etc.

Core data of this article: Global IDC industry investment status; number of IDC industry data centers; global IDC industry scale; global IDC industry scale forecast

IDC's full name is Internet Data Center, Internet data center. A data center that only provides space and cabinets is generally called a DC (Data
Center), while a data center that also provides bandwidth services is generally called an IDC (Internet Data Center). The two are sometimes not strictly distinguished. distinguish. IDC refers to a service platform with complete equipment (including high-speed Internet access bandwidth, high-performance local area network, safe and reliable computer room environment, etc.), professional management, and complete application-level services. Based on the IDC platform, IDC service providers provide Internet basic platform services and various value-added services to enterprises and customers such as ISPs, ICPs, and ASPs.

The current investment status of the global IDC industry: the scale of investment is showing a rapid growth trend

New generation information technologies such as cloud computing, big data, Internet of Things, and artificial intelligence are developing rapidly, and data is experiencing explosive growth. , the construction of Internet data centers has become a general trend. In 2020, under the influence of the epidemic, the scale of global data center IT investment declined. However, major countries and companies in the world have embarked on the road to digital transformation. Driven by this craze, global data center IT investment is gradually recovering, showing a rapid growth trend. According to data from Gartner, global data center IT investment will reach US$207.3 billion in 2021, a year-on-year increase of 6.7%, and the investment scale is expected to reach US$218.6 billion in 2022.

The current status of global IDC industry construction: moving towards large-scale and intensive development

Global data centers have grown steadily since 2010. Since 2017, with the With the development of large-scale and intensive operations, the number of global data centers has begun to shrink. According to Gartner statistics, there are a total of 422,000 data centers as of 2020. Preliminary calculations indicate that the number of global data centers will further decline in 2021, to around 410,000.

From the perspective of the number of large data centers of ultra-large-scale operators, with the gradual increase in industry concentration, the number of ultra-large data centers in the world has increased overall. According to the latest data from Synergy Research
Group, the total number of large data centers operated by hyperscale providers has increased to about 700 as of 2021, a year-on-year increase of 17.25% from 2020. According to Synergy
Research
Group’s latest forecast, with currently known plans for 314 future new hyperscale data centers, the installed base of operating data centers will exceed the 1,000 mark within three years, and thereafter Continue to grow rapidly.

Note: The data for 2021 is as of 2021Q3.

Global IDC industry market size: The explosive growth of data volume drives the development of market scale

With the development of the Internet of Things, e-government, smart cities and other fields, as well as the development of cloud computing, It will further promote the development of the IDC field. According to the "Data Era 2025" report released by IDC, with the development of 5G and the Internet of Things, data will show explosive growth from 2010 to 2021. The global data volume in 2020 will be 60ZB, and preliminary statistics will reach 70ZB in 2021; it is expected that the global data volume will reach 70ZB in 2025. The data volume will reach 175ZB.

The explosive growth in data volume has made the market more and more favorable to the IDC industry. According to data from the China Academy of Information and Communications Technology, the global IDC market has maintained positive growth from 2017 to 2021. , and the average annual growth rate is around 10%. The global IDC industry market size in 2021 will be US$67.93 billion, a year-on-year increase of 9.9%.

Forecast of global IDC industry market prospects: It is about to usher in a new round of development opportunities

It can be foreseen that in the next few years, the IDC industry will usher in a new round of development opportunities. to its new round of development opportunities. In addition, as network systems become increasingly complex and the bandwidth of the network gradually increases, the cost investment for network maintenance gradually increases, and network management becomes increasingly difficult. Under this situation, the network service method of resource outsourcing is gradually being favored. The company attaches great importance to it and has achieved rapid development. In addition, governments of various countries have increased investment in telecommunications broadband to promote the integration of telecommunications and the Internet. According to the forecast of the China Academy of Information and Communications Technology, the global ID industry market revenue will reach US$74.65 billion in 2022, with the overall growth rate remaining stable. The compound annual growth rate from 2022 to 2027 will be around 10%, and the industry scale will exceed US$120 billion by 2027.

For more detailed research and analysis of this industry, please refer to the "China IDC (Internet Data Center) Market Forecast and Investment Strategic Planning Analysis Report" by the Forward-looking Industry Research Institute.

In 2020, the overall added value of my country’s digital economy reached 39.2 trillion yuan, accounting for 38.6% of GDP. Among them, industrial digitalization accounted for 80.9%, which is much higher than digital industrialization. Proportion (19.1%). From the perspective of the employment structure of the digital economy, the proportion of industrial digital recruitment is also higher than that of digital industrialization. Among them, the proportion of jobs and wages in the tertiary industry are higher than those in the secondary and primary industries. From the perspective of salary, salaries in the digital industrialization field are generally higher than those in the industrial digitalization field, and digital industrialization has a strong ability to absorb high-end employment.

The digital economy has grown rapidly, and the leading position of industrial digitalization has been further consolidated

In recent years, the digital economy has become a new driving force for the high-quality development of my country’s national economy. The scale of the added value of the digital economy has increased from 2005 to 2005. 2.6 trillion yuan increased to 39.2 trillion yuan in 2020. At the same time, the proportion of the digital economy in GDP has increased year by year, from 14.2% in 2005 to 38.6% in 2020.

The development of my country's digital economy has shown the dual characteristics of high quality and high growth rate. At the same time, it has also accelerated its transformation to the "new four modernizations" trends of digital industrialization, industrial digitization, data valorization, and digital governance. pace of.

From the perspective of the internal structure of the digital economy, under the 2020 epidemic, on the one hand, the strength of digital industrialization has been further enhanced, and a number of big data, cloud computing, and artificial intelligence companies have innovatively developed , the industrial production system is more complete. The scale of digital industrialization will reach 7.5 trillion yuan in 2020, and its proportion in the digital economy will drop from 25.7% in 2015 to 19.1% in 2020.

On the other hand, the in-depth development of industrial digitalization has created new opportunities. New digital models such as e-commerce, platform economy, and sharing economy have emerged. The digital upgrading of the service industry has broad prospects. The industrial Internet, intelligent manufacturing, etc. are all accelerating. Industrial digital transformation creates broad room for growth.

In 2020, the scale of industrial digitalization reached 31.7 trillion yuan, accounting for 80.9% of the digital economy in 2020 from 74.3% in 2015, providing strong impetus for the sustained and healthy development of the digital economy.

Industrial digitalization is the main absorber of employment, showing the characteristics that the tertiary industry is greater than the second industry and is greater than the primary industry

From the perspective of the employment structure of the digital economy, the field of digital industrialization Recruitment positions accounted for 32.6% of the total number of recruitments, accounting for 24.2% of the total number of recruitments. The proportion of employment positions was significantly higher than the proportion of digital industrialization scale in the same period. The proportion of industrial digital recruitment is still higher than that of digital industrialization, with the proportion of recruitment positions and number of recruitment reaching 67.5% and 75.8% respectively, indicating a stronger ability to absorb digital economy employment.

It can be seen that industrial digitalization is the main source of employment. From the perspective of industrial digital recruitment positions, the proportion of digital economy jobs in the tertiary industry is as high as 60.2%, which is much higher than the 7.1% in the secondary industry and 0.1% in the primary industry. In terms of salary, the salary in the tertiary industry is 8,200.7 yuan/month. , higher than the secondary industry’s 1,256.7 yuan/month and the primary industry’s 1,976 yuan/month.

Digital industrialization has a strong ability to absorb high-end employment, and the average salary is higher than that of industrial digitalization

From a salary perspective, the average monthly salary in the digital industrialization field reaches 9211.9 yuan , higher than the average monthly salary of 1,097.1 yuan in industrial digitalization, indicating that digital industrialization has a strong ability to absorb high-end employment. Under the same academic qualifications, salaries in the digital industrialization field are generally higher than those in the industrial digitalization field. For example, the average monthly salary for junior college and above positions in the industrial digitalization field is 13,057.5 yuan, and that in the digital industrialization field is about 12,366.6 yuan. The average salary gap is about 5.6%.

——For more data, please refer to the "China Digital Economy Industry Market Forecast and Investment Planning Analysis Report" by the Qianzhan Industry Research Institute

Analysis of the concept of data center

Data center (Data
Center) usually refers to To achieve centralized processing, storage, transmission, exchange, and management of data information in a physical space, it generally contains key equipment such as computer equipment, server equipment, network equipment, communication equipment, and storage equipment. Simply put, a data center is an infrastructure used by enterprises to centrally place computer systems and related equipment such as communications and storage. It is an extension of the concept of space rental in the Internet field.

Data center scale division

At present, the scale division of data centers in my country is mainly based on the number of racks covered by the center as the standard. Among them, ultra-large data centers refer to data centers with a scale of greater than or equal to 10,000 standard racks; large data centers refer to data centers with a scale of greater than or equal to 3,000 standard racks but less than 10,000 standard racks; small and medium-sized data centers refer to Data centers with less than 3,000 standard racks. Ultra-large data centers should be built in areas with cold climate and sufficient energy; while small and medium-sized data centers should be built in areas close to users and with easy access to energy. (Note: The standard rack here is the conversion unit, and the power is 2.5 kilowatts as a standard rack)

Definition of data center levels

There are certain differences in the standards adopted at home and abroad for the definition of data center levels. "DataCenter
SiteInfrastructureTierStandard:Topology" and "DataCenterSiteInfrastructure
TierStandard:Operational
Sustainability" proposed by the data center standards organization and third-party certification body Uptime Institute are the most well-known and authoritative standards in the data center industry at this stage. Certification is highly recognized globally. Currently, more than 350 data centers in more than 50 countries around the world have passed the certification issued by Uptime. Uptime
The TIER data center certification system is divided into four levels: TierI-TierIV, the highest level.

my country's current standards related to data center level certification are mainly "Data Center Design Specification" GB50174-2017. Unlike Uptime
Institute, which divides data center infrastructure availability, reliability and operation and maintenance management service capability certification into four levels, the "Data Center Design Specification" only certifies three levels: A, B, and C, mainly based on The level is determined by the nature of the use of the data center and the extent of economic or social losses or impacts caused by data loss or network outage.

Available racks are growing steadily

Data center Server racks are mainly used to accommodate data center IT equipment, such as servers, storage, HUB and network switches, etc., aiming to improve the efficiency of data center network management and operation. From 2016 to 2019, the number of available racks in data centers in my country has grown steadily. According to data from the Ministry of Industry and Information Technology, the number of available racks in my country's data centers in 2019 was 2.44 million, an increase of 1.2 million compared with 2016, a significant increase. As an important part of data centers and the basis for scale classification, the increase in the number of racks will contribute to the overall construction of my country's data centers and the increase in the proportion of data centers above designated size.

Market size continues to expand

2012-2019 The scale of my country's data center market continues to expand in 2019. The size of my country's data center market is estimated to have exceeded 100 billion yuan in 2019, and is expected to be close to 150 billion yuan in 2020. In terms of growth rate, the year-on-year growth rate of my country's data center market from 2012 to 2019 remained at around 30%, indicating that my country's data center industry has good development momentum and rapid scale growth. Mainly due to the rapid popularization of the Internet in my country at this stage, the amount of data generation and processing has surged, thus further stimulating the market demand of the downstream data center industry.

5G helps future growth

Currently global 5G The construction process is progressing rapidly. In just 5 months from April to August 2019, the number of global 5G terminal manufacturers has increased from 26 to 59, with a total increase of 33 companies. The growth rate is relatively fast. Since the peak speed, traffic density, and connection density of 5G networks are significantly better than 4G, the "Internet of Everything" plan can be further promoted. In the future, the application of 5G technology in multiple industries will inevitably lead to explosive growth in data volume, and the market demand for data centers will also increase rapidly due to this impact. Driven by 5G technology, the data center industry is expected to usher in a new round of development peak.

——The above data comes from "China Data Center" by Qianzhan Industry Research Institute IT infrastructure third-party service industry development prospects and investment forecast analysis report".