2022-2023 China IDC Industry Development Research Report
Chapter 1 2022 Global IDC Industry Development Overview
Section 1 2022 Global IDC Market Scale Analysis
Section 2 Global IDC Market Development Features and Future Trends
Section 3 Global Key Regions IDC Market Development Overview
Chapter2 2022 China IDC Industry Development Overview
Section 1 China IDC Industry Chain Structure
Section 2 China IDC Industry Development Milestone
Section 3 China IDC Business Market Scale and Business Structure
Section 4 China Traditional IDC Industry Investment and Financing Market
Section 5 China Traditional IDC Industry Development Features
Chapter 3 2022 China Data Center Industry Development Environment Analysis
Section 1 China Data Center Industry Development Policy Environment
Section 2 China Data Center Industry Development Economic Environment
Section 3 China Data Center Industry Development Supporting Resource Environment
Chapter 4 2022 China Traditional IDC Industry Rack Supply Analysis
Section 1 China Traditional IDC Industry Rack Supply Scale
Section 2 China Traditional IDC Industry Rack Supply Structure
Section 3 China Traditional IDC Industry Market Operation Status
Chapter 5 2022 China Traditional IDC Industry Rack Demand Analysis
Section 1 China Traditional IDC Industry Demand Scale
Section 2 China Traditional IDC Industry Demand Structure
Section 3 Analysis of Customer’s Rack Demand in China Traditional IDC Industry
Section 4 Analysis of Customer’s Rack Demand in Emerging Fields of China Traditional IDC Industry
Section 5 Data Center Deployment of Leading Customers in China Traditional IDC industry
Chapter 6 2022 Research on the Competition of Service Providers in China Traditional IDC Industry
Section 1 China Traditional IDC Industry Data Center Service Providers Competitive Landscape
Section 2 Analysis of Traditional IDC Business Development of Basic Telecom Operators
Section 3 Business Development Analysis of Top Third-Party IDC Service Providers
Chapter 7 Research on the development of China's traditional IDC Industry Under the Project of "East Data and West Computing"
Section 1 Interpretation of "East Data and West Computing" Project
Section 2 “East Data and West Computing” project hub node development
Section 3 “East Data and West Computing” Project Hub High-Quality Development Path
Chapter 8 Under the "Double Carbon" Strategy, Research on the Development of China Traditional IDC Industry
Section 1 Interpretation of "Double Carbon" Policy
Section 2 China Traditional IDC Industry Development Energy Consumption Status
Section 3 Carbon Neutral Path of Traditional IDC Industry in China
Chapter 9 China Traditional IDC Industry Development Trend and Prospect Analysis
Section 1 China Traditional IDC Industry Development Opportunities and Risks
Section 2 China Traditional IDC Industry Development Forecast
Section 3 Prospects for the Development Trend of China Traditional IDC Industry
List of Figures and Tables
Table 1: 2020-2022 Global IDC Market Scale and Growth
Table 2：China Traditional IDC Industry Chain Structure
Table 3：China Traditional IDC Industry Development Milestone
Table 4: 2018-2022 China Overall IDC Business Market Scale
Table 5：2018-2022 China Traditional IDC Business Market Scale
Table 6：2021/2022 China Overall IDC Market Business Structure
Table 7：2022 China Traditional IDC Market Business Structure
Table 8：2018-2022 China Traditional IDC Industry Investment and Financing Scale and Growth
Table 9：China Traditional IDC Industry Enterprises Financing Case Study (Partial)
Table 10：2022 China Data Center Industry Standards and Specifications List (Partial)
Table 11：The Average Price Trend of the Wholesale Racks of 2018-2022 China Tier 1 City (Shanghai)
Table 12：2022 China Telecom Operators Layout of Data Centers in “East Data West Computing” Hub Areas
Table 13：China Data Center Industry Policy Development Milestone
Table 14：2017-2021 China Digital Economy Scale
Table 15：Digital Economy Penetration Rate of China's Three Industries
Table 16：China Digital Economy Development Map
Table 17：Basic Introduction and Application Overview of Green Financial Instruments
Table 18：2018-2022 China IDC Server Room (in Operation) Amount and Growth
Table 19：2018-2022 China IDC Rack (in Operation) Amount and Growth
Table 20：2021/2022 China IDC Rack (in Operation) Regional Structure
Table 21：2021/2022 China IDC Server Room (in Operation) Scale Structure
Table 22：2021/2022 China IDC Server Room (in Operation) Hierarchical Structure
Table 23：2021/2022 China IDC Rack Supply IT Density Structure
Table 24：2021/2022 China IDC Rack (in Operation) Supply Main Structure
Table 25：2018/2022 China IDC Rack (in Operation) Sales Model Proportional Change
Table 26: The Average Commitment Rate and Racking Rate of 2018-2022 China IDC Server Rooms in Operation
Table 27：2018-2022 China IDC Rack (in operation) Sales Price Changes
Table 28：2018-2022 China Traditional IDC Industry Rack Demand Scale and Growth
Table 29：2018-2025 China Traditional IDC Industry Rack demand Industry Structure and Changes
Table 30：IDC Industry Customer Demand Features
Table 31：2022-2025 China Public Cloud (Iaas+Paas) Market Scale Forecast
Table 32：Deployment Progress of Large Cloud Resource Pools by Leading Cloud Vendors
Table 33：Key Influencing Factors of IDC Procurement of Leader Cloud Vendors
Table 34：Basic logic and status quo of IDC Deployment in Internet Industry Enterprises
Table 35：Features of IDC Deployment in Internet Industry Segments
Table 36：2018/2022/2025 China Traditional IDC Industry Segmented Industry Demand Structure in Traditional Fields
Table 37：IDC Procurement Requirements of Different Types of Financial Institutions
Table 38：IDC Demand for Different Types of Financial Data
Table 39：IDC Procurement Demand Situation of Some Segmented Businesses in the Pan-Government Field
Table 40：China's Traditional IDC Industry Racks Demand Potential Growth Areas in the next 3-5 Years.
Table 41: Demand for Data Centers in the Pan-3C field
Table 42：Resource Deployment Status of Alibaba Data Center (Partial)
Table 43：Tencent Data Center Resource Deployment Status (Partial)
Table 44：ByteDance Data Center resource deployment status (partial)
Table 45：Baidu Data Center Resource Deployment Status (Partial)
Table 46：JD.com Data Center Resource Deployment Status (Partial)
Table 47：Cooperation model between China telecom operators and Third-Party IDC Service Providers
Table 48：2021/2022 China Traditional IDC Industry Telecom Operators Market Share
Table 49：2022 China Traditional IDC Industry Third-Party IDC Service Providers Market Share
Table 50：Distribution of GDS data centers in operation and under construction in China
Table 51：China “East Data Westing Computing” Project Deployment
Table 52：”East Data West Computing” Hub Node Construction Plan (by 2025)
Table 53：2022 “East Data West Computing“ Project Hub Node Construction Status
Table 54：Key Policies for National Green Data Center Construction in 2021
Table 55：Relevant Policies of China Guiding the Use of Renewable Energy in Data Centers (Partial)
Table 56：China Traditional IDC Industry Zero-Carbon Data Center Development Map
Table 57: 2022-2025 China Overall IDC Business Market Scale Forecast
Table 58：2022-2025 China Traditional IDC Business Market Scale Forecast
Table 59: 2022-2025 China Traditional IDC Industry Data Center Rack Supply Forecast
Table 60: 2022-2025 China Traditional IDC Industry Data Center Rack Demand Forecast
一、China IDC Business Market Scale
In 2022, China's overall IDC business market reached 397.56 billion yuan, a year-on-year increase of 32%. In 2022, the growth rate of the macro economy slowed down, the business expansion and growth of industry customers was limited, the growth rate of IDC demand declined, and the development of public cloud business was slowing down, resulting in a slowdown in the growth rate of the overall market size. It is expected that in the next few years, China's IDC market will gradually pick up. Driven by industry application demand, the market has good development prospects.
In the next few years, China's IDC market will gradually recover. It is estimated that by 2025, the overall IDC market size is expected to exceed 1 trillion yuan. Driven by the demand for the industry downstream applications, the traditional IDC market will maintain steady growth; with the digital transformation of enterprises in traditional industries and the advancement of cloud deployment, the public cloud Iaas+Paas market will grow rapidly.
二、China Traditional IDC Industry Rack Supply
By the end of 2022, China has more than 1,900 IDC server rooms in operation, and 2.411 million IDC natural racks in operation, with a total IT load of 10,800MW. The number of new server rooms and racks has declined to a certain extent, and the supply of data center resources in the market has slowed down. But at the same time, the supply structure of racks resources in China's traditional IDC industry has undergone significant changes. The market supply presents the features of large-scale, high-level, and high-density deployment. The structural optimization of the supply side will effectively promote the intensive and efficient operation of the IDC market and ensure the safety and reliability of data centers.
In 2022, the number of IDC server rooms in operation in China was 1907, a year-on-year increase of 4.4%. The decline in the growth rate of the server room was mainly affected by the slowdown in demand and the lag in construction. On the one hand, in 2022, the growth rate of the macro economy was slowing down, the business development of industry customers was slowing down, and the market demand for data centers was limited. In data center industry, demand will decide the supply, so when the demand is declining, the market supply slowed down accordingly.
In the long term, the number of IDC server rooms will maintain a steady growth trend. Since 2019, the data center construction boom led by the new infrastructure has gradually subsided, and various market players such as data center service providers and cross-border enterprises have paid more attention to scientific and rational operation when making resource expansion decisions. From the perspective of the efficient and intensive development trend of data centers, single data center server rooms are characterized by large-scale deployment. In the future, new server rooms will mainly be large-scale and super-large data centers, and the resource capacity of a single server room will be significantly improved.
In 2022, the number of IDC racks in operation in China was 2.411 million, with a total IT load of 10,800MW, and the scale of racks increased by 11.2%, which is a significant drop compared with the growth rate in 2021. The decline in supply growth is mainly affected by the slowdown in market demand. The public cloud industry has reduced resource expansion in the context of slowing macroeconomic growth and focused on consuming pre-reserved resources. Internet companies demand growth has slowed down affected by anti-monopoly-related policies. The demand for the industrial Internet is still incubating, and the reduction in IDC procurement demand in various industries directly leads to a decline in the growth rate of the rack supply.
In recent years, the growth rate of rack supply in China's traditional IDC market has fluctuated. Since 2015, the demand for data centers has been mainly driven by the development of the public cloud and the Internet industry, maintaining a rapid growth rate, and the market supply has also maintained a rapid growth rate; At the same time, the new infrastructure policy in 2020 is promulgated, which clearly proposes to speed up the construction of data centers. As the foundation of digital industry infrastructure, data centers should adhere to "infrastructure first" to a certain extent, and the growth rate can be moderately exceeded within a certain range. The growth rate of demand became the main reason for the increase in the growth rate of the rack supply in 2021.
In the future, the growth in the number of IDC rack in operation in China will still be mainly affected by demand growth. It is expected to maintain a stable growth rate in the short term; with the development of the digital industry in the long term, the demand for the industrial Internet will explode, and there will be rapid growth.
三、China Traditional IDC Industry Rack Demand
In 2022, the demand for racks in China's traditional IDC industry was 1.386 million, with a total IT load of 6261MW. The demand for racks increased by 10.2% year-on-year, and the growth rate will drop significantly.
In 2022, the macroeconomic growth rate will slow down, and the data center market environment will be relatively sluggish. From the perspective of industry customer needs, public cloud still has more reserved resources after large-scale deployment in the early stage, which can meet customer cloud deployment needs. IDC procurement demand is very limited under the overall poor market environment. The growth of IDC demand from customers in the Internet industry is affected by multiple factors. On the one hand, a large number of consumer Internet application users are close to the upper limit, the business is becoming saturated, and their own growth space is limited; Emerging Internet businesses based on new technologies are still in incubation, and the demand has not yet emerged. The demand for data centers in traditional industries depends on the development and application of emerging technologies such as 5G, AI, and big data. At present, a large number of application scenarios are still in the initial pilot stage, and there is less demand for IDC procurement at this stage.
The growth in IDC demand in 2022 will mainly come from pan-Internet companies with strong growth potential and traditional industry companies with a state-owned background. Among the pan-Internet companies, ByteDance and Kuaishou still have large-scale purchases, providing a resource pool for the development of new business segments, or promoting business sinking. Under the national digital development strategy, state-owned enterprises actively promote business digital transformation, purchase IDC cabinets, support internal business operations, and establish state-owned clouds in response to national policies. Large state-owned enterprises such as China Electronics Co., Ltd. have already purchased on a large scale.
From the perspective of industry customer demand structure, in 2022, public cloud and Internet industry customers will still be the most important source of IDC industry cabinet demand, accounting for 42.5% and 43% of the overall industry demand, and traditional industry IDC demand will be 14.5%. The demand for IDC in traditional industries is limited at this stage, and the demand mainly comes from industries such as smart government, financial technology, and consumer electronics. In the future, emerging scenarios such as smart manufacturing, smart cars, autonomous driving, and smart medical care will be implemented on a large scale, and the demand will be released quickly.
四、China Traditional IDC Industry Development Features and Trend
1、 The IDC industry has transitioned from high-speed development to high-quality development
In the early stage of industrial development, the IDC industry maintained a relatively high growth rate, and the compound growth rate of the market size in 2018-2022 exceeded 20%. However, the relatively extensive development model at this stage has led to a series of problems such as unbalanced regional development, low industrial development efficiency, and low industrial added value. In the past two years, the release speed of data center demand has slowed down, and the growth rate of the overall market has slowed down; policies such as "double carbon" and "counting from east to west" have put forward higher requirements for the quality of industrial development; and the imbalance between supply and demand in some regions has brought about market competition Under the influence of factors such as intensification, China's traditional IDC industry began to seek transformation and upgrading, and gradually transitioned to a stage of high-quality development.
The high-quality development of China's IDC industry in 2022 is mainly reflected in the implementation of policies and the establishment of industry standards and norms. In terms of policies, some policies are being implemented. For example, Beijing requires technical design to meet the PUE limit in the operation phase during the energy consumption approval phase, and all newly approved data centers adopt liquid cooling solutions; Center renovation, etc. In terms of industry standards and norms, in recent years, relevant organizations in the industry have intensively issued standards and norms related to data center construction and operation, regulating the development of the data center industry in terms of design and technical equipment selection.
2、 Green is still an important issue in the development of IDC industry
The green development path of the data center industry mainly involves three aspects: the application of advanced green technology products, the improvement of the proportion of renewable energy utilization, and the optimization of green management capabilities. For a long time, the data center industry has mainly reduced the PUE of the data center through the application of high-efficiency cooling, power supply and distribution systems, but the continuous energy saving and carbon reduction of the data center cannot be achieved only through the application of advanced technologies. With the advancement of East Data West Project and the development of energy storage technology, the industry is paying more attention to solving energy consumption problems from the root, exploring the construction of distributed renewable energy power stations, building data centers in areas with sufficient new energy, and consuming new energy locally. At the same time, enterprises are also deepening the green design, construction, procurement and operation management of data centers, improving resource utilization efficiency, and integrating and transforming high-consumption and low-efficiency data centers to achieve green development.
Under the wave of industrial green development, enterprises pay more attention to the capacity building of green data centers. Based on the application of green technology products and the application of renewable energy, they can enhance the green capabilities of data centers by strengthening upstream technical capabilities. Leading service providers such as Kehua Data, GDS, and Sinnet are all actively participating in the R&D and use of new technologies in refrigeration, power supply and distribution, and energy storage, deploying future development capabilities in advance.
3、Industrial development puts forward higher requirements for the safety and reliability of data centers
As the national key information infrastructure and the base of the digital industry, the data center has very strict requirements on security and reliability. The traditional concept of security and reliability mainly refers to the physical security, network security, power supply security, reliability, resilience and privacy protection of the facilities operated by the data center, etc., which are fully considered in the site selection and construction, equipment selection, and computer room operation. With the promulgation of policies and regulations such as the "Network Security Law", "Network Security Review Measures", "Data Security Law", and "Regulations on the Security Protection of Key Information Infrastructure", laws and regulations have proposed management and technical measures to ensure data security and network security. More stringent requirements. At this stage, the scope of safety and reliability is extended to the security level of the supply chain, the application of Xinchuang products is strengthened, and the key equipment inside the data center is independently controllable.
Data center supply chain security is an inevitable requirement for industry users in the process of Xinchuang. At present, the party and government departments have basically completed domestic substitution, and important industries such as finance, petroleum, electric power, telecommunications, transportation, aerospace, hospitals, and education are gradually promoting localized substitution. Safety has become an important prerequisite for the development of the data center industry.
4、Partial imbalance between supply and demand, intensified market competition
In 2022, the development of China's traditional IDC industry will face the imbalance between supply and demand of cabinets. On the one hand, under the upsurge of new infrastructure construction, a large number of project planning and construction are gradually implemented; on the other hand, the growth rate of the macro economy is slowing down, the growth rate of consumer Internet business is slowing down, and the industrial Internet business is still incubating. The demand for new data centers is lower than the potential supply. In the market environment where supply and demand are unbalanced, a large number of suppliers participate in competition, and the industry presents obvious characteristics of a buyer's market. It is more difficult to obtain orders and the market transaction price drops.
While some non-hotspot areas are experiencing imbalances in supply and demand, first-tier cities with concentrated demand are also experiencing short-term oversupply, especially in the Shanghai market. Over the past 19 years, Shanghai has quantitatively approved 180MW data center projects every year. The supply of cabinets is sufficient, and competition has intensified leading to price drops. In terms of demand, the demand of pan-Internet companies is sluggish. In a market environment where supply and demand are unbalanced, the average wholesale price of cabinets in Shanghai in 2022 will drop by more than 10% compared with 2021.
5、 Basic telecom operators add IDC to support the integrated construction of national computing power
With the start of the east data west computing project, the basic telecom operator's IDC business development positioning has changed. The business of the operator group is complex. In order to revitalize assets, the IDC business light asset operation was implemented in the early stage, and high-quality resources were operated through cooperation with third-party IDC service providers; The upgrade of the central network puts forward requirements. Operators have dual identities as network providers and data center service providers, and play an important role in the development of the national digital industry and the construction of east-to-west computing projects. Therefore, in recent years, the three major operators have built large-scale data centers in each major node area to provide computing power and network infrastructure support.
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