IDC product market analysis (proposed 5 points of analysis)

IDC stands for 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. 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: towards large-scale and intensive development

Global data centers have grown steadily since 2010. Since 2017, with the development of large-scale and intensive , the number of global data centers began 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 overall increased. 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 the latest forecast from Synergy Research Group, 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 continue to grow rapidly thereafter.

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 favored by 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, with an average annual growth rate of 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. opportunity.

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, and the growth rate will generally remain 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 see the "China IDC (Internet Data Center) Market Foresight and Investment Strategic Planning Analysis Report" by the Qianzhan Industry Research Institute