The Age of the Data Center Industry: Global Trends and China's Opportunities
With the rapid development of Internet technology, we have ushered in an era of data. In this context, the data center industry, as the core carrier of massive data, is ushering in unprecedented development opportunities. They are like the "heart" of the digital world, carrying the heavy responsibility of information transmission, speed improvement, content display, computing processing and data storage.
From a global perspective, the data center market has continued to grow steadily over the past few years. According to statistics, from 2017 to 2021, the global data center market size increased from 465$500 million climbed to 679300 million US dollars, with an average annual compound growth rate of 991%。In 2022 and 2023, the market size of this market will continue to exceed the $70 billion and $80 billion mark, showing strong growth momentum.
In the midst of this global trend, the development of China's data center market is particularly compelling. Driven by national policies such as "new infrastructure", "digital transformation" and "digital China's long-term goals", China's data center market is booming. In 2021, the size of China's data center market reached 1,500200 million yuan, with an average annual compound growth rate of 29 in the past five years96%。This growth rate not only far exceeds the global average, but also shows the huge potential and broad prospects of China's data center market.
It is worth mentioning that the launch of the national "Eastern Data and Western Computing" project in 2022 has injected new vitality into China's data center industry. The project aims to improve data computing power and promote the high-quality development of the digital economy by optimizing the layout of data centers. Many enterprises have actively responded to the call of the state to turn data center projects from blueprints into reality. This strategic layout not only promotes the vigorous development of data centers and related industries, but also provides a broad space for industrial investment.
Looking ahead, with the deepening of the digital transformation of various industries and the continuous emergence of new technologies, the scale of China's data center market is expected to continue to maintain a growth trend. The market size is expected to reach 1900 in 2022700 million yuan, and by 2023, the market size is expected to exceed 2470100 million yuan. At the same time, with the continuous development and popularization of the global Internet, the data center industry will also usher in a broader development space on a global scale.
Data CentersConcept main net ** frontSevenFirst Name** (24-02-22):
First place, Sugon (60.3 billion).
Sugon, as a subsidiary of the Institute of Computing Technology of the Chinese Academy of Sciences, is a leader in China's supercomputing industry and a leader in China's liquid-cooled data center. The company focuses on the R&D and manufacturing of high-end computer, storage, security, and data center products, and actively expands the business of digital infrastructure construction and intelligent computing. The main products cover high-end computers, storage products, network security products, cloud computing services, data infrastructure construction and computing service platforms.
Second place, Hengwei Technology (18.1 billion).
The main business of Hengwei Technology focuses on the research and development, sales and service of intelligent system solutions. Key products include network visualization infrastructure and embedded and converged computing platforms. These products are widely used in network operation and maintenance, big data and other fields to provide technical support for data security and information security. In addition, the company also provides system platforms or solutions that can be integrated and redeveloped, serving wireless networks, data centers and various information fields.
Third place, Yunsai Zhilian (16.4 billion).
Yunsai Zhilian focuses on information technology services for cloud computing and big data, industry solutions and intelligent products. The main products include cloud computing big data, industry solutions, intelligent products, etc. While ensuring the normal operation of the existing big data cabinets, the company is increasing investment in the construction of new big data centers. The infrastructure of Songjiang Big Data Computing Center has been completed, and the equipment is currently being installed and commissioned, and it is planned to be put into trial operation within the year. In addition, the company is also committed to optimizing IDC basic and value-added services, improving cloud service MSP capabilities, and providing high-quality and efficient solutions for government and enterprise customers.
Fourth place, Inspur Information (11.5 billion).
Inspur Information is the world's leading provider of data center IT infrastructure products, solutions and services. With the strategy of "intelligent computing", the company builds an open and integrated computing ecosystem through "hardware reconstruction + software-defined" computing products and solutions. This builds a smart computing platform for customers that meets diverse scenarios, promotes the wide application of artificial intelligence, big data, cloud computing, and the Internet of Things, and promotes the digital transformation and reshaping of traditional industries. With independent intellectual property rights, the company has formed a series of cloud computing IaaS layer products covering various types of high, medium and low-end servers, providing a strong computing power platform support for the cloud computing IaaS layer.
Fifth place, special information (10.4 billion).
The main business of Tefa Information involves the R&D, production and sales of the four major industries of "optical fiber and cable + intelligent access + military informatization + intelligent service". The main products include optical fiber and cable, intelligent access, military informatization and smart services. The company's cloud computing data center mainly provides smart city functional support services and cloud computing services such as cabinet rental, broadband access, elastic computing cloud, storage cloud, and virtual data center for enterprises, first-class customers and customers in the financial industry settled in the innovation base.
Sixth place, Zhongbei Communication (9032.350,000).
Zhongbei Communication focuses on providing customers with 5G new infrastructure, smart city and 5G industry application services, and is involved in the production and sales of optoelectronic devices. The company's main products and services include network construction services for new digital infrastructure such as 5G mobile communication networks and optical transmission gigabit optical networks. In the smart city project, the company covers the whole business link services such as scheme design, system platform development, installation and commissioning.
Seventh, Cambrian (8935.)370,000).
Cambrian's main business is R&D, design and sales of artificial intelligence core chips used in various cloud servers, edge computing equipment, and terminal equipment. The company's main products include cloud product line, edge product line, processor IP licensing and software. Among them, the cloud product line covers cloud smart chips, accelerator cards and training machines. These products provide high-compute density and energy-efficient hardware computing resources for AI applications in cloud computing and data center scenarios, supporting AI processing tasks with rapid growth in complexity and data throughput.