資料中心設備及基礎設施市場：2025-2030

這份長達186頁的資料中心設備市場報告，詳細分析了市場規模、競爭格局、關鍵趨勢和挑戰。

範例預覽

由於生成式人工智慧對運算能力的巨大需求，領先的科技公司和政府的大規模投資正在深刻地改變全球資料中心環境。本報告對資料中心設備市場進行了全面分析，包括 IT 基礎設施（伺服器、網路和儲存）和設施基礎設施（電力、冷卻、佈線和安全），並提出了市場預測、競爭格局、關鍵趨勢和挑戰。

範例預覽

報告概述

• 技術概述： 重點關注兩個基本結構，本報告對IT基礎設施和設施基礎設施進行了詳細分析，涵蓋晶片組、AI伺服器、液冷系統和配電系統等七個子類別。
• 市場規模及展望： 提供全球市場規模及至2030年的預測，並按地區和主要基礎設施行業進行劃分。 分析關鍵的市場成長推動因素和阻礙因素，例如AI的普及和超大規模資料中心的資本支出（CapEx）。
• 競爭格局及供應商概況： 顯示關鍵區隔市場的當前市場佔有率。特別是，深入分析NVIDIA的市場影響，並提供生態系統內主要供應商的詳細概況。
• 詳細分析：託管資料中心： 分析眾多託管設施，並依位置、規模和可靠性等級（層級）進行基準測試。
• 趨勢與挑戰： 我們探討了關鍵趨勢，例如高密度機架向液冷技術的轉變、廢熱回收和模組化。我們也詳細介紹了關鍵挑戰，例如電網容量限制和零件交付時間過長。

範例預覽

範例預覽

範圍：什麼是資料中心基礎設施？

本報告分析了構成資料中心基礎設施的七大主要硬體類別的市場。

這些主要分為兩大類：

IT 基礎架構：支援運算、儲存和資料傳輸的硬體元件

• 伺服器： 處理工作負載的核心運算單元（例如，機架式伺服器、刀鋒式伺服器和高效能運算 (HPC) 伺服器）。
• 網路： 用於在伺服器、儲存裝置和外部網路之間傳輸資料的裝置（例如，交換器、路由器和防火牆）。
• 儲存： 用於管理和儲存大量資料的解決方案（例如，固態硬碟 (SSD)、機械硬碟 (HDD) 和網路儲存系統）。

設施基礎設施：確保持續供電、高效冷卻和實體安全的關鍵系統。

• 電氣系統：提供備用電源以防止斷電的設備（例如，開關設備、UPS、PDU 和發電機）。
• 冷卻系統：用於維持最佳運作溫度的溫度調節解決方案（例如，冷水機組、冷卻水塔和 CRAH）。
• 佈線基礎設施：資料中心內用於資料傳輸和配電的佈線系統。
• 安全和消防系統：保護資料中心免受物理威脅的系統，例如滅火、監控和存取控制。

特色公司：

目錄

第一章：摘要整理

第二章：引言

第三章：技術概述

• 章節概要和要點
• 資料中心基礎設施：IT基礎設施
• IT基礎架構：概述
• IT基礎架構：伺服器元件
• IT基礎架構：計算伺服器
• IT基礎架構：人工智慧伺服器
• IT基礎設施：資料中心網絡
• IT基礎架構：存儲
• 資料中心基礎設施：設施基礎設施
• 設施基礎設施：概述
• 設施基礎設施：電氣系統
• 設施基礎設施：冷卻系統
• 設施基礎設施：液冷
• 設施基礎設施：佈線基礎設施
• 設施基礎設施：安防與消防系統

第四章 市場規模與展望

• 章節概要和要點
• 資料中心基礎建設市場
• 全球資料中心基礎設施市場
• 資料中心基礎設施市場的主要推動因素與阻礙因素
• 資料中心支出在基礎設施中的分佈狀況
• 全球資料中心基礎設施市場（按地區劃分）
• 全球資料中心基礎設施市場（以基礎設施類型劃分）
• 資料中心 IT 基礎設施市場（按區隔市場劃分）
• 資料中心伺服器市場：概述
• 資料中心伺服器市場（按伺服器類型劃分）
• 資料中心網路市場
• 資料中心儲存市場
• 資料中心設施基礎設施市場（按區隔市場劃分）
• 資料中心電氣系統市場
• 資料中心冷卻系統市場
• 資料中心佈線基礎設施市場
• 資料中心安防與消防系統市場

第五章 競爭格局

• 章節概要及要點
• 資料中心基礎設施供應商格局：供應商特徵
• 資料中心基礎設施供應商格局：市場佔有率
• 十大資料中心 IT 基礎架構供應商
• 十大資料中心設施基礎設施供應商
• 引言：NVIDIA 對資料中心格局的影響
• IT 基礎設施供應商：按區隔市場劃分的市場佔有率
• IT 基礎架構供應商：伺服器
• IT 基礎設施供應商：網絡
• IT 基礎設施供應商：存儲
• 深度解析：儲存：硬碟製造商
• 富士康
• 戴爾
• HPE
• 聯想
• 超微
• 思科
• Arista Networks
• 領先的儲存組件供應商：西部數據
• 領先的儲存組件供應商：希捷
• 設施基礎設施供應商：按區隔市場劃分的市場佔有率
• 設施基礎設施供應商：電氣系統
• 設施基礎設施供應商：冷卻系統
• 設施基礎設施供應商：佈線基礎設施
• 設施基礎設施供應商：安防/消防
• 施耐德電機
• Vertiv
• 伊頓
• ABB
• 卡特彼勒
• 莊臣控制系統
• 西門子
• 特靈
• 百通

第六章 深度分析：託管資料中心

• 章節概要及要點
• 資料中心：分為四個可靠度等級
• 託管資料中心的物聯網分析
• Equinix
• 數位現實：可建構容量

第七章：趨勢與挑戰

• 章節概要及要點
• 趨勢
• 挑戰

第八章：研究方法與市場定義

第九章：物聯網分析概論

A 186-page report detailing the market for data center equipment incl. market size, competitive landscape, key trends and challenges and more.

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Massive investments from tech giants and governments are transforming the global data center landscape, driven primarily by the computing demands of Generative AI . This report details the market for data center equipment, including IT infrastructure (servers, networking, storage) and facility infrastructure (electrical, cooling, cabling, security), providing market projections, competitive landscapes, and analysis of key trends and challenges .

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Report at a glance

• Technology Overview: Details the two foundational infrastructure types (IT and Facility) and their 7 sub-categories, covering components from chipsets and AI servers to liquid cooling types and electrical distribution systems
• Market Size & Outlook: Provides a global market sizing and forecast to 2030, with detailed breakdowns by region and key infrastructure segments . Includes analysis of key market drivers (e.g., AI adoption, hyperscaler CapEx) and inhibitors
• Competitive Landscape & Vendor Profiles: Presents current market shares for key segments. Includes a deep-dive on NVIDIA's market impact and features detailed profiles for key vendors in the ecosystem
• Deep-Dive: Colocation Data Centers: Analyzes a large sample of colocation facilities to benchmark location, size, and reliability tiers
• Trends & Challenges: Investigates key trends, including the critical shift to liquid cooling for high-density racks, waste heat re-use, and modularization. Also details major challenges, such as grid capacity limits and high lead times for components

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A data-driven foundation for key business functions

For IT & Facility Infrastructure Vendors:

• Strategy & Competitive Intelligence: Benchmark against competitors with current market shares for key segments. Use the in-depth vendor profiles to analyze competitors' strategies and product portfolios
• Product Management & R&D: Align product roadmaps with critical technology trends, such as the shift to high-density liquid cooling and the demand for modular, prefabricated power systems
• Business Development: Identify partnership opportunities by understanding the ecosystem, particularly NVIDIA's outsized influence and its MGX platform, which is shaping vendor roadmaps

For Hyperscale & Colocation Operators:

• Procurement & Sourcing: Mitigate supply chain risks by understanding market-wide challenges, such as high lead times for generators and switchgear
• Infrastructure Strategy & Capacity Planning: Inform site selection and build-out strategy based on key constraints like grid capacity limits and regulatory compliance
• Design & Engineering: Use the colocation deep-dive to benchmark facility design for reliability and redundancy

For Financial Institutions & Investors:

• Market Analysis: Validate investment theses with granular market sizing and segment forecasts

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Report Scope: What is Data Center Infrastructure?

This report provides a market analysis for the 7 key hardware categories that constitute data center infrastructure. These are segmented into two foundational types.

IT Infrastructure Hardware components that support computing, storage, and data transmission

• Servers: The core computing units (e.g., rack-mounted, blade, HPC servers) that process workloads
• Networking: Equipment (e.g., switches, routers, firewalls) that enables data transfer between servers, storage, and external networks
• Storage: Solutions (e.g., SSDs, HDDs, networked systems) that manage and retain vast amounts of data

Facility Infrastructure Critical systems that ensure continuous power supply, efficient cooling, and physical security

• Electrical systems: Equipment (e.g., switchgear, UPS, PDUs, generators) that provides backup power to prevent downtime
• Cooling systems: Solutions (e.g., chillers, cooling towers, CRAHs) that regulate temperatures to maintain optimal operating conditions
• Cabling infrastructure: Cabling for data transmission and power distribution across the data center
• Security & fire protection systems: Fire suppression, monitoring, and access control systems that protect data centers from physical threats

Questions answered:

• What is a data center, and what types of data centers exist?
• What is behind the recent data center spending uptick?
• What building blocks are used to build data centers?
• What is the size of the data center infrastructure market by infrastructure type (7 types of infrastructure analyzed) and what is the projection until 2030?
• What are the market shares of leading data center facility infrastructure vendors (by type of equipment: electrical systems, cooling systems, cabling infrastructure, security & fire protection systems)?
• What are the market shares of leading IT infrastructure vendors for data centers (by type of infrastructure: servers, networking, storage)?
• What are the key trends in the data center space?
• What are the key challenges in the data center space?

Companies mentioned:

A selection of companies mentioned in the report.

Table of Contents

1. Executive summary

• Executive summary (3 parts)
• Analyst takeaways - 3 things that stood out in the analysis

2. Introduction

• Introduction: Chapter overview and key takeaways
• Starting point: Data center investment as a central theme
• Increase in public and enterprise interest in "data centers"
• CapEx of large technology companies
• US investment in IT equipment
• (Generative) AI as the main driver of data center computing demand
• Demand for data centers
• Data centers are the main tier-2 beneficiary of AI spending
• There are 3 main types of data centers
• Where do data centers sit in the cloud-to-edge stack?

3. Technology Overview

• Technology overview: Chapter overview and key takeaways
• This report focuses on 2 types of data center infrastructure, split into 7 categories
• Data center infrastructure (1/2): IT infrastructure (1/8)
• IT infrastructure (2/19): Overview
• IT infrastructure: Server components (5 parts)
• IT infrastructure: Computing servers (2 parts)
• IT infrastructure: AI servers (3 parts)
• IT infrastructure: Data center networking (3 parts)
• IT infrastructure: Storage (4 parts)
• Data center infrastructure (2/2): Facility infrastructure (1/9)
• Facility infrastructure (2/9): Overview
• Facility infrastructure (3/9): Electrical systems
• Facility infrastructure (4/9): Cooling systems
• Facility infrastructure (5/9): Liquid cooling
• Facility infrastructure: Cabling infrastructure (2 parts)
• Facility infrastructure: Security & fire protection systems (2 parts)

4. Market size & outlook

• Market size & outlook: Chapter overview and key takeaways
• The data center infrastructure market
• Global data center infrastructure market
• Key drivers and inhibitors of the data center infrastructure market
• How the spending on data centers is distributed across infrastructure
• Global data center infrastructure market - By region
• Global data center infrastructure market - By infrastructure type
• Data center IT infrastructure market - By segment
• Data center server market - Overview
• Data center server market - By type of server
• Data center networking market
• Data center storage market
• Data center facility infrastructure market - By segment
• Data center electrical systems market
• Data center cooling systems market
• Data center cabling infrastructure market
• Data center security & fire protection systems market

5. Competitive landscape

• Competitive landscape: Chapter overview and key takeaways
• Data center infrastructure vendor landscape (1/2) - Vendor characterization
• Data center infrastructure vendor landscape (2/2) - Market shares
• Top 10 data center IT infrastructure vendors
• Top 10 data center facility infrastructure vendors
• Primer: How NVIDIA impacts the data center landscape (2 parts)
• IT infrastructure vendors - Market share by segment
• IT infrastructure vendors - Market share servers
• IT infrastructure vendors - Market share networking
• IT infrastructure vendors - Market share storage
• Deep-dive: Storage - Drives manufacturers
• Foxconn (3 parts)
• Dell (4 parts)
• HPE (4 parts)
• Lenovo (2 parts)
• Supermicro (4 parts)
• Cisco (2 parts)
• Arista Networks (2 parts)
• Key storage component suppliers: Western Digital (4 parts)
• Key storage component suppliers: Seagate (4 parts)
• Facility infrastructure vendors - Market share by segment
• Facility infrastructure vendors - Market share electrical systems
• Facility infrastructure vendors - Market share cooling systems
• Facility infrastructure vendors - Market share cabling infr.
• Facility infrastructure vendors - Market share sec./fire protection
• Schneider Electric (6 parts)
• Vertiv (3 parts)
• Eaton (5 parts)
• ABB (2 parts)
• Caterpillar (3 parts)
• Johnson Controls (3 parts)
• Siemens (5 parts)
• Trane (2 parts)
• Belden (3 parts)

6. Deep-dive: Colocation data centers

• Deep-dive: Colocation data centers: Chapter overview and key takeaways
• Data centers are classified into 4 reliability tiers
• IoT Analytics analysis of colocation data centers (3 parts)
• Equinix (2 parts)
• Digital Realty: Buildable capacity

7. Trends & challenges

• Trends & challenges: Chapter overview and key takeaways
• Trend 1
• Trend 2 (4 parts)
• Trend 3
• Trend 4
• Trend 5
• Trend 6
• Challenge 1
• Challenge 2
• Challenge 3
• Challenge 4
• Challenge 5

8. Methodology & market definitions

• Research methodology
• The data center infrastructure market
• Key definitions

9. About IoT Analytics