越南資料中心 -市場佔有率分析、產業趨勢與統計、成長預測（2025-2030）

預計越南資料中心市場規模將在2025年達到524.7MW，2030年達到950.4MW，複合年成長率為12.61%。

預計主機託管收益將在 2025 年達到 5.889 億美元，到 2030 年達到 14.034 億美元，預測期內（2025-2030 年）的複合年成長率為 18.97%。

2023 年，Tier 3 資料中心將佔據大部分市場佔有率，但 Tier 4 資料中心將成為預測期內成長最快的細分市場

• 不間斷商業服務的成長導致一級和二級設施的需求減少。越來越多的全球企業正在建立業務永續營運服務並將優先事項轉移到 Tier 3 資料中心。
• 2022年越南資料中心市場Tier 3級IT負載容量達119.56MW，預計2029年將達到139.56MW，複合年成長率為2.23%。對資料中心基礎設施和技術進步的投資正在增加。預計 2029 年市場將迎來豐厚的成長機會。
• 線上娛樂，包括影片和音樂串流媒體以及遊戲，也是越南網路用戶日益成長的活動。近年來，串流影片和電影已成為農村地區主要的日常上網活動之一。 YouTube 是最受歡迎的電影串流平台。這些服務需要停機時間短且提供全天候支援的資料中心設施，而 Tier 3 設施可以提供這些服務。
• 到2021年，預計22%的人每天將使用網路超過9個小時，用於學習、娛樂和購物，其中大多數人將使用智慧型手機。 2023年1月越南網路用戶數將達7793萬人。 2022年至2023年間，乘客人數增加了530萬人次（增幅7.3%）。
• 越南市場也受到許多基礎設施效率低下和瓶頸的困擾，Tier 4 設施仍處於發展初期階段。因此，分析顯示最高級別的設施市場尚未開發。

越南資料中心市場趨勢

5G 等數位化措施的優先化以及消費支出的擴大將推動市場成長

• 預計到 2023 年，該國智慧型手機用戶數將達到 7,790 萬，到 2029 年將達到 9,350 萬，預測期內複合年成長率為 3.09%。
• 數位科技的使用在越南正在迅速擴大。網路和智慧型手機技術正被各種企業迅速採用，並對消費行為重大影響。 2022年，越南的消費支出從2021年的1,930.8億美元增加至2,146.8億美元。因此，更多人能夠購買智慧型手機，智慧型手機的使用率也隨之增加。此外，超過 73% 的越南成年人使用智慧型手機。政府的目標是透過「2025年國家數位基礎設施戰略」到2025年將這一比例提高到80%以上。
• 未來幾年，預計將引入5G技術，4G網路將在全國擴展。政府有四家業者。四家業者擁有 4G 客戶：MobiFone、Vietnammobile、Viettal Mobile 和 Vinaphone。 2022年，越南將發放5G服務牌照，並從胡志明市和河內開始擴展5G，隨後擴展到其他都市區和工業區。越南三大行動電話營運商MobiFone、Viettel Mobile和Vinaphone已在16個城市和省份試運行5G。 MobiFone提案在需求較低的偏遠地區與通訊業者共用5G 網路，以降低成本。雖然通訊業者的目標是在未來幾年內實現 5G 商業化，但 4G 和 3G 仍然很重要，因為消費者花費最多的時間與這些成熟的技術連接。 3G 和 4G 網路連接的改善以及 5G 在智慧型手機上的推出將滿足該國日益成長的智慧型手機用戶的需求。

通訊業者加大對 5G 網路擴展的投資以及政府支持的區域數位化成長願景將推動市場成長。

• 2022年，5G網路和Viettel的推出徹底改變了該國的數位市場。根據OpenGov Asia通報，內務部肩負著加速數位經濟發展的主要責任。該部的任務是指導和支持其他部會和地方政府實施該策略。此外，該部還將向總理提交其成就報告。此外，由於越南國內生產毛額的成長，預計2023年至2030年間越南的無線和寬頻用戶率將持續上升，從而增加通訊業者的收益。
• Vientel、Vinaphone 和 Mobifone 的市場佔有率從 90% 左右到 90% 以上不等。同時，Gmobile、西貢胡志明電信、西貢郵政電信和 SCTV 等不太知名的參與企業的合併也可能會在未來宣布。政府還可能出售其在 VNPT 和 Mobifone 中高達 50% 的股份，以吸引私人投資並提高市場透明度。此外，根據越共中央政治局關於參與第四次工業革命指引的決議，越南計畫在2025年將數位經濟佔國內生產總值）的比重提高到20%。越南全國4G網路覆蓋率已達99.8%，越南三大業者Viettel、VNPT和MobiFone已在16個省市成功試行5G技術。隨著 4G 和 5G 的不斷推出，越南預計將關閉 2G 和 3G 服務。

越南資料中心產業概況

越南資料中心市場較為分散，前五大公司佔37.86%的市佔率。該市場的主要企業包括 CMC Telecom、DTS Communication、Telehouse（KDDI Corporation）、VNG Cloud、VNPT Online 等。

其他福利

• Excel 格式的市場預測 (ME) 表
• 3個月的分析師支持

目錄

第1章執行摘要和主要發現

第2章 報告要約

第3章 引言

• 研究假設和市場定義
• 研究範圍
• 調查方法

第4章 市場展望

• 負載能力
• 占地面積
• 主機代管收入
• 安裝機架數量
• 機架空間利用率
• 海底電纜

第5章 產業主要趨勢

• 智慧型手機用戶數量
• 每部智慧型手機的數據流量
• 行動數據速度
• 寬頻數據速度
• 光纖連接網路
• 法律規範
  • 越南
• 價值鍊和通路分析

第6章市場區隔

• 熱點
  • 河內
  • 胡志明市
  • 其他
  • 其他中東和非洲地區
• 資料中心規模
  • 大規模
  • 超大規模
  • 中等規模
  • 超大規模
  • 小規模
• 等級類型
  • 1級和2級
  • 第 3 層
  • 第 4 層
• 吸收量
  • 未使用
  • 使用
    • 按主機託管類型
    • 超大規模
    • 零售
    • 批發的
    • 按最終用戶
    • BFSI
    • 雲
    • 電子商務
    • 政府
    • 製造業
    • 媒體與娛樂
    • 電信
    • 其他
    • 其他

第7章競爭格局

• 市場佔有率分析
• 商業狀況
• 公司簡介
  • CMC Telecom
  • DTS Communication
  • FPT Telecom Joint Stock Company
  • GDS（JV of NTT and VNPT）
  • HTC-ITC（Hanoi Telecommunications Corporation）
  • QTSC Telecom Center
  • Telehouse（KDDI Corporation）
  • USDC Technology
  • Viettel-CHT Company Limited（Viettel IDC）
  • Viettel IDC
  • VNG Cloud
  • VNPT Online
  • VNTT

第8章：CEO面臨的關鍵策略問題

第9章 附錄

• 世界概況
  • 概述
  • 五力分析框架
  • 全球價值鏈分析
  • 全球市場規模與DRO
• 資訊來源及延伸閱讀
• 圖表清單
• 關鍵見解
• 數據包
• 詞彙表

The Vietnam Data Center Market size is estimated at 524.7 MW in 2025, and is expected to reach 950.4 MW by 2030, growing at a CAGR of 12.61%. Further, the market is expected to generate colocation revenue of USD 588.9 Million in 2025 and is projected to reach USD 1,403.4 Million by 2030, growing at a CAGR of 18.97% during the forecast period (2025-2030).

Tier 3 data centers accounts for majority market share in 2023, Tier-4 is the fastest growing in forecasted period

• The growth in uninterrupted business services is causing Tier 1 & 2 facilities to lose demand. A growing number of global companies are creating business continuity services and shifting priority to tier 3 data centers.
• The tier 3 sector in the Vietnamese data center market reached an IT load capacity of 119.56 MW in 2022. It is expected to register a CAGR of 2.23% to reach 139.56 MW by 2029. There is an increased investment in data center infrastructure and technological advancements. It is expected to create lucrative opportunities for market growth in 2029.
• Online entertainment, such as video and music streaming and games, was another activity gaining momentum among internet users across Vietnam. In rural areas, video and movie streaming has been one of the major daily online activities in recent years. YouTube was the most popular movie streaming platform. These services need data center facilities with minimum downtime and 24/7 support, which tier 3 facilities can offer.
• In 2021, 22% of people were estimated to use the internet for more than 9 hours a day for studying, entertainment, and shopping, with the majority on their smartphones. Vietnam had 77.93 million internet users in January 2023. The number of users increased by 5.3 million (+7.3%) between 2022 and 2023.
• The Vietnamese market is nascent for tier 4 facilities since it has many infrastructural inefficiencies and hiccups. Hence, as per analysis, the market has not witnessed any developments for the highest tier-based facilities.

Vietnam Data Center Market Trends

Prioritizing digital initiatives, such as 5G, growing consumer spending to drives the market growth

• The total number of smartphone users in the country was 77.9 million in 2023, which is expected to register a CAGR of 3.09% during the forecast period to reach a value of 93.5 million by 2029.
• The usage of digital technology is rapidly expanding in Vietnam. The quick adoption of Internet and smartphone technology in various businesses has significantly impacted consumer behaviour. In 2022, consumer spending in Vietnam increased to USD 214.68 Billion from USD 193.08 Billion in 2021. As a result, more people can now purchase smartphones, leading to an increase in smartphone usage. Additionally, Vietnam has more than 73% of adults using smartphones. The government aims to increase this proportion to more than 80% by 2025 through the National Digital Infrastructure Strategy by 2025.
• Over the next several years, it is anticipated that 5G technology will be deployed, and the 4G network will extend across the country. The government has four operators: MobiFone, Vietnamobile, Viettal Mobile, and Vinaphone, with 4G customers. In 2022, Vietnam will issue licenses for 5G services, starting to expand 5G from Ho Chi Minh City and Hanoi and extending to other urban and industrial zones. Vietnam's three mobile operators, MobiFone, Viettel Mobile, and Vinaphone, have piloted 5G in 16 cities and provinces. MobiFone proposed sharing a 5G network among carriers in remote areas with low demand to uptake cost-saving. The operators are looking to commercialize 5G over the coming years, while 4G and 3G are highly significant because consumers spend most time connected to these mature technologies. The increased network connectivity of 3G and 4G networks and the deployment of 5G in smartphones will cater to an increase in smartphone users in the country.

The increasing investments for the expansion of 5G network by Operators and region vision to grow digital with the government support drives the growth of the market

• In 2022, the launch of the 5G network and Viettel revolutionized the digital market of the country. MIC has been assigned primary responsibility for accelerating the development of the digital economy, as reported by OpenGov Asia. The Ministry is tasked with directing and assisting other ministries, agencies, and local governments in implementing the strategy. In addition, it provides the Prime Minister with reports on its achievements. Further, owing to an increase in the country's GDP, it is expected that from 2023 to 2030, wireless and broadband subscription rates will continue to rise across Vietnam, resulting in increased revenues for operators.
• The market share of Vientel, Vinaphone, and Mobifone ranges from about 90% to more than 90%. At the same time, mergers involving less prominent players such as Gmobile, Saigon Ho Chi Minh Telecommunications, Post Saigon Tel, or SCTV could be announced in the future. Also, to attract private investment and improve market transparency, the government could sell down its stakes in VNPT and Mobifone by up to 50%. Moreover, according to a resolution passed by the Politburo on Guidelines for Participation in the Fourth Industrial Revolution, Vietnam has plans to increase its share of the digital economy's gross domestic product (GDP) to 20% by 2025. Vietnam enjoys 99.8% 4G coverage nationwide, with three major carriers, Viettel, VNPT, and MobiFone, successfully piloting 5G technology in 16 cities and provinces. Due to the increasing launch of 4G and 5G, the country is expected to shut down its 2G and 3G services.

Vietnam Data Center Industry Overview

The Vietnam Data Center Market is fragmented, with the top five companies occupying 37.86%. The major players in this market are CMC Telecom, DTS Communication, Telehouse (KDDI Corporation), VNG Cloud and VNPT Online (sorted alphabetically).

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 EXECUTIVE SUMMARY & KEY FINDINGS

2 REPORT OFFERS

3 INTRODUCTION

• 3.1 Study Assumptions & Market Definition
• 3.2 Scope of the Study
• 3.3 Research Methodology

4 MARKET OUTLOOK

• 4.1 It Load Capacity
• 4.2 Raised Floor Space
• 4.3 Colocation Revenue
• 4.4 Installed Racks
• 4.5 Rack Space Utilization
• 4.6 Submarine Cable

5 Key Industry Trends

• 5.1 Smartphone Users
• 5.2 Data Traffic Per Smartphone
• 5.3 Mobile Data Speed
• 5.4 Broadband Data Speed
• 5.5 Fiber Connectivity Network
• 5.6 Regulatory Framework
  • 5.6.1 Vietnam
• 5.7 Value Chain & Distribution Channel Analysis

6 MARKET SEGMENTATION (INCLUDES MARKET SIZE IN VOLUME, FORECASTS UP TO 2030 AND ANALYSIS OF GROWTH PROSPECTS)

• 6.1 Hotspot
  • 6.1.1 Hanoi
  • 6.1.2 Ho Chi Minh City
  • 6.1.3 Others
  • 6.1.4 Rest of Vietnam
• 6.2 Data Center Size
  • 6.2.1 Large
  • 6.2.2 Massive
  • 6.2.3 Medium
  • 6.2.4 Mega
  • 6.2.5 Small
• 6.3 Tier Type
  • 6.3.1 Tier 1 and 2
  • 6.3.2 Tier 3
  • 6.3.3 Tier 4
• 6.4 Absorption
  • 6.4.1 Non-Utilized
  • 6.4.2 Utilized
    • 6.4.2.1 By Colocation Type
    • 6.4.2.1.1 Hyperscale
    • 6.4.2.1.2 Retail
    • 6.4.2.1.3 Wholesale
    • 6.4.2.2 By End User
    • 6.4.2.2.1 BFSI
    • 6.4.2.2.2 Cloud
    • 6.4.2.2.3 E-Commerce
    • 6.4.2.2.4 Government
    • 6.4.2.2.5 Manufacturing
    • 6.4.2.2.6 Media & Entertainment
    • 6.4.2.2.7 Telecom
    • 6.4.2.2.8 Other End User
    • 6.4.2.2.9 Others

7 COMPETITIVE LANDSCAPE

• 7.1 Market Share Analysis
• 7.2 Company Landscape
• 7.3 Company Profiles (includes Global Level Overview, Market Level Overview, Core Business Segments, Financials, Headcount, Key Information, Market Rank, Market Share, Products and Services, and Analysis of Recent Developments).
  • 7.3.1 CMC Telecom
  • 7.3.2 DTS Communication
  • 7.3.3 FPT Telecom Joint Stock Company
  • 7.3.4 GDS (JV of NTT and VNPT)
  • 7.3.5 HTC-ITC (Hanoi Telecommunications Corporation)
  • 7.3.6 QTSC Telecom Center
  • 7.3.7 Telehouse (KDDI Corporation)
  • 7.3.8 USDC Technology
  • 7.3.9 Viettel - CHT Company Limited (Viettel IDC)
  • 7.3.10 Viettel IDC
  • 7.3.11 VNG Cloud
  • 7.3.12 VNPT Online
  • 7.3.13 VNTT
• 7.4 LIST OF COMPANIES STUDIED

8 KEY STRATEGIC QUESTIONS FOR DATA CENTER CEOS

9 APPENDIX

• 9.1 Global Overview
  • 9.1.1 Overview
  • 9.1.2 Porter's Five Forces Framework
  • 9.1.3 Global Value Chain Analysis
  • 9.1.4 Global Market Size and DROs
• 9.2 Sources & References
• 9.3 List of Tables & Figures
• 9.4 Primary Insights
• 9.5 Data Pack
• 9.6 Glossary of Terms