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市場調查報告書
商品編碼
2035151

日本資料中心伺服器:市佔率分析、產業趨勢與統計及成長預測(2026-2031)

Japan Data Center Server - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2026 - 2031)

出版日期: | 出版商: Mordor Intelligence | 英文 100 Pages | 商品交期: 2-3個工作天內

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簡介目錄

日本資料中心伺服器市場預計到 2026 年將達到 269.2 億美元,到 2031 年將達到 581.6 億美元,年複合成長率為 16.66%。

日本資料中心伺服器市場-IMG1

超大規模雲端服務供應商的大力資本投入正在加速新型伺服器的部署,而國家主導的半導體專案正在縮短組件前置作業時間,並促進國產晶片的採用。機架密度迅速成長至100千瓦以上、能源效率法規日益嚴格以及可再生能源供應範圍擴大到東京和大阪以外的地區,都促使各方重新評估投資重點。隨著全球OEM廠商採用水冷GPU系統與使用Arm處理器的現有國內企業競爭,競爭日益激烈。同時,智慧工廠自動化中邊緣運算的應用案例正在推動可安裝在工業機殼內的緊湊型微刀片伺服器的需求。

日本資料中心伺服器市場的趨勢與洞察

美國雲端運算巨頭擴建超大規模設施

亞馬遜網路服務 (AWS)、微軟 Azure 和 Oracle 已承諾在 2024 年至 2026 年間投資超過 260 億美元。這遠遠超過過去十年的累積投資,顯示受監管的工作負載正轉向國內可用區。為此,NTT Data 啟動了一項 100 億美元的建設項目,目標是在 2027 年前建成約 1 吉瓦的資料中心;Equinix 已在其 TY15 資料中心部署了 3700 個機櫃,以滿足日益成長的互聯需求。三井不動產和 Ares Management 也正在投資建造位於神奈川和東京的大規模資料中心。專案週期的縮短使得預先整合模組化機架更受歡迎,這些機架可以提前出貨,將部署時間從 12 個月縮短至 90 天,這對現場組裝的供應商來說非常有利。

加快 AI 最佳化型 GPU 伺服器的更新週期

到2025年,日本通訊業者將部署超過1萬塊NVIDIA H200 GPU。值得關注的部署包括:GMO Internet於5月部署的擁有1000塊GPU的叢集;SAKURA Internet於8月將GPU數量擴展至3072塊;以及日本產業技術綜合研究所(AIST)於1月部署的擁有6128塊GPU的ABCI 3.0超級電腦。生成式人工智慧推理處理已使每個機架的功耗遠超100千瓦,迫使營運商採用水冷系統。富士通和微電腦於2025年4月合作,將直接水冷技術整合到PRIMERGY伺服器中,旨在降低40%的能耗。隨著企業享受即時分析帶來的好處,升級週期正縮短至2.5年。

大都會圈土地和電力成本飆升

2024年,大新加坡地區資料中心的建造成本達到每兆瓦1,320萬美元,比新加坡高出35%。這主要是由於土地短缺以及東京電力公司(TEPCO)實施的高額電價所致。為了因應這項挑戰,開發人員正透過引進液冷機架來提高現有資料中心的密度,並將業務拓展至地價低40%且可再生能源普及率超過30%的北海道和九州地區。

細分市場分析

到2025年,Tier 3級資料中心將佔日本資料中心伺服器市場佔有率的71.24%,這反映了企業對成本控制和託管服務的日益重視。 Tier 4級資料中心預計將以17.21%的複合年成長率成長,尤其是在2024年能登半島地震之後,因為銀行和政府機構對99.995%的運轉率提出了更高的要求。 NEXTDC的TK1園區於2024年投入使用,顯示租戶願意支付25%的溢價租金以獲得更高的冗餘度。

廠商目前的策略重點是直冷式 PRIMERGY 和 DLC-2 機架,這降低了 GPU叢集所需的 250 千瓦功率密度。因此,預計日本 Tier 4 資料中心伺服器市場的成長速度將超過整體市場成長速度。同時,隨著企業整合到區域託管中心,Tier 1 和 Tier 2 機房的需求持續下降。

預計到2025年,超大規模資料中心將佔據日本資料中心伺服器市場44.54%的佔有率,年複合成長率達17.45%,主要得益於AWS和NTT Data等公司超過1吉瓦的資料中心專案。而10至50兆瓦的大型資料中心因都市區電網建設延誤,成長速度有所放緩。隨著雲端運算的推進,中型資料中心的利潤率面臨壓力,而小規模傳統資料中心則正在逐步淘汰。

日本資料中心伺服器市場超大規模資產的規模進一步得益於長期售後回租交易,例如吉寶資料中心房地產投資信託基金(Keppel DC REIT)以7.07億美元收購“東京DC3”,這確保了穩定的現金流並吸引了機構投資者的資金。邊緣運算營運商正在採用模組化的10兆瓦設計,以適應租戶擴張的速度和電網運行計畫。

其他好處:

  • Excel格式的市場預測(ME)表
  • 3個月的分析師支持

目錄

第1章:引言

  • 研究假設和市場定義
  • 調查範圍

第2章:調查方法

第3章執行摘要

第4章 市場狀況

  • 市場概覽
  • 市場促進因素
    • 美國雲端運算巨頭擴建超大規模設施
    • 增加智慧工廠部署中的邊緣運算節點數量
    • 加快 AI 最佳化型 GPU 伺服器的更新週期
    • 政府法規強制要求在IT採購中實施「綠色」採購。
    • 企業稅收優惠政策鼓勵資料中心提高能源效率
    • 半導體產業策略自給自足計劃
  • 市場限制因素
    • 大都會圈土地和電力成本飆升
    • 電網供應限制風險增加
    • 環境核准等待時間很長。
    • 高級伺服器維護人員短缺
  • 產業供應鏈分析
  • 監理情勢
  • 技術展望
  • 波特五力分析
    • 新進入者的威脅
    • 買方的議價能力
    • 供應商的議價能力
    • 替代品的威脅
    • 競爭公司之間的競爭
  • 對影響市場的宏觀經濟因素進行評估

第5章 市場規模與成長預測

  • 層級類型
    • 一級和二級
    • Tier 3
    • Tier 4
  • 按資料中心規模
    • 小規模資料中心
    • 中型資料中心
    • 大型資料中心
    • 超大規模資料中心
  • 依資料中心類型
    • 託管資料中心
    • 超大規模資料中心業者資料中心/雲端服務供應商
    • 企業和邊緣資料中心
  • 按外形規格
    • 半高刀片
    • 全高刀片
    • 四分之一高度/微刀片
  • 按應用程式/工作負載
    • 虛擬化和私有雲端
    • 高效能運算(HPC)
    • 人工智慧/機器學習和數據分析
    • 以儲存為中心
    • 邊緣/物聯網閘道器

第6章 競爭情勢

  • 市場集中度
  • 策略趨勢
  • 市佔率分析
  • 公司簡介
    • Fujitsu Limited
    • NEC Corporation
    • Dell Technologies Inc.
    • Hewlett Packard Enterprise Company
    • Lenovo Group Limited
    • Super Micro Computer Inc.
    • Quanta Computer Inc.
    • Huawei Technologies Co. Ltd.
    • IBM Corporation
    • Gigabyte Technology
    • Cisco Systems Inc.
    • Hitachi Ltd.
    • ASUSTeK Computer Inc.
    • Wistron Corporation

第7章 市場機會與未來展望

簡介目錄
Product Code: 50001201

The Japan data center server market size stood at USD 26.92 billion in 2026 and is forecast to reach USD 58.16 billion by 2031, expanding at a 16.66% CAGR.

Japan Data Center Server - Market - IMG1

Robust capital outlays by hyperscale cloud providers are accelerating fresh server deployments, while sovereign semiconductor programs shorten component lead times and encourage proprietary silicon adoption. Rapid densification of racks above 100 kilowatts, stricter energy-efficiency mandates, and growing availability of renewable power outside Tokyo and Osaka are reshaping investment priorities. Competitive tension is intensifying as global OEMs introduce liquid-cooled GPU systems to counter domestic incumbents embedding Arm-based processors. Simultaneously, edge-computing use cases in smart-factory automation foster demand for compact micro-blade servers that can fit inside industrial enclosures.

Japan Data Center Server Market Trends and Insights

Expansion Of Hyperscale Facilities By US Cloud Giants

Amazon Web Services, Microsoft Azure, and Oracle pledged more than USD 26 billion of capital between 2024 and 2026, dwarfing the previous decade's cumulative investment and signaling a pivot toward in-country availability zones for regulated workloads. NTT DATA responded with a USD 10 billion build program targeting roughly 1 gigawatt by 2027, while EQUINIX deployed 3,700 cabinets at its TY15 site to satisfy rising interconnection demand. Mitsui Fudosan and Ares Management have likewise financed large campuses in Kanagawa and Tokyo. Faster project cycles favor modular racks that ship pre-integrated, enabling deployment in 90 days rather than 12 months, which benefits vendors with local assembly.

Accelerated Refresh Cycle To AI-Optimized GPU Servers

Japanese operators installed more than 10,000 NVIDIA H200 GPUs during 2025. Notable rollouts include GMO Internet's 1,000-GPU cluster in May, SAKURA Internet's 3,072-unit expansion in August, and AIST's 6,128-GPU ABCI 3.0 supercomputer in January. Generative AI inference pushes rack power well beyond 100 kilowatts, compelling operators to retrofit liquid-cooling. Fujitsu and Super Micro Computer formed an April 2025 pact to embed direct liquid cooling in PRIMERGY servers, aiming for 40% lower energy use. The refresh interval is compressing to 2.5 years as firms reap real-time analytics benefits.

High Land And Power Costs In Metro Regions

Data-center build costs climbed to USD 13.2 million per megawatt in Greater Tokyo during 2024, 35% above Singapore, fueled by scarce land and premium grid tariffs from TEPCO. Developers respond by densifying existing footprints with liquid-cooled racks and by expanding to Hokkaido and Kyushu, where land is 40% cheaper and renewable penetration exceeds 30%.

Other drivers and restraints analyzed in the detailed report include:

  1. Rising Edge-Computing Nodes For Smart-Factory Rollouts
  2. Strategic Semiconductor Self-Sufficiency Programs
  3. Escalating Grid-Power Curtailment Risks

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Tier 3 assets dominated the Japan data center server market share at 71.24% in 2025, a reflection of cost-sensitive colocation and enterprise deployments. Tier 4 facilities are projected to expand at a 17.21% CAGR as banks and government agencies demand 99.995% uptime, especially after the 2024 Noto Peninsula earthquake. NEXTDC's TK1 campus launched in 2024 illustrates tenant willingness to pay 25% premium lease rates for higher redundancy.

Vendor strategies now emphasize direct liquid-cooled PRIMERGY and DLC-2 racks that temper the 250-kilowatt densities needed for GPU clusters. The Japan data center server market size for Tier 4 is therefore on track to outpace overall growth. Meanwhile, Tier 1 and Tier 2 rooms continue to decline as enterprises consolidate into regional colocation hubs.

Hyperscale campuses controlled 44.54% of the Japan data center server market in 2025 and will grow at a 17.45% CAGR, buoyed by AWS and NTT DATA programs exceeding 1 gigawatt. Large 10-50 megawatt sites trail as grid delays impede metro builds. Medium facilities face margin pressure amid cloud migration, while small legacy rooms are being decommissioned.

The Japan data center server market size for hyperscale assets is further supported by long-term sale-leaseback deals such as Keppel DC REIT's USD 707 million Tokyo DC 3 purchase, ensuring stable cash flows that attract institutional capital. Edge-oriented operators use modular 10-megawatt designs to match tenant ramp-up and grid schedules.

The Japan Data Center Server Market Report is Segmented by Tier Type (Tier 1 and 2, and More), Data Center Size (Small, Medium, and More), Data Center Type (Colocation, Hyperscalers/CSPs, and More), Form Factor (Half-Height Blades, Full-Height Blades, and More), Application/Workload (Virtualization and Private Cloud, HPC, and More). The Market Forecasts are Provided in Terms of Value (USD).

List of Companies Covered in this Report:

  1. Fujitsu Limited
  2. NEC Corporation
  3. Dell Technologies Inc.
  4. Hewlett Packard Enterprise Company
  5. Lenovo Group Limited
  6. Super Micro Computer Inc.
  7. Quanta Computer Inc.
  8. Huawei Technologies Co. Ltd.
  9. IBM Corporation
  10. Gigabyte Technology
  11. Cisco Systems Inc.
  12. Hitachi Ltd.
  13. ASUSTeK Computer Inc.
  14. Wistron Corporation

Additional Benefits:

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

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions and Market Definition
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET LANDSCAPE

  • 4.1 Market Overview
  • 4.2 Market Drivers
    • 4.2.1 Expansion of hyperscale facilities by US cloud giants
    • 4.2.2 Rising edge-computing nodes for smart-factory rollouts
    • 4.2.3 Accelerated refresh cycle to AI-optimized GPU servers
    • 4.2.4 Mandatory "green" procurement rules for government IT
    • 4.2.5 Corporate tax incentives for datacenter energy efficiency
    • 4.2.6 Strategic semiconductor self-sufficiency programs
  • 4.3 Market Restraints
    • 4.3.1 High land and power costs in metro regions
    • 4.3.2 Escalating grid-power curtailment risks
    • 4.3.3 Lengthy environmental approval timelines
    • 4.3.4 Talent shortage in advanced server maintenance
  • 4.4 Industry Supply-Chain Analysis
  • 4.5 Regulatory Landscape
  • 4.6 Technological Outlook
  • 4.7 Porter's Five Forces Analysis
    • 4.7.1 Threat of New Entrants
    • 4.7.2 Bargaining Power of Buyers
    • 4.7.3 Bargaining Power of Suppliers
    • 4.7.4 Threat of Substitutes
    • 4.7.5 Intensity of Competitive Rivalry
  • 4.8 Assesment of Macroeconomic Factors on the Market

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

  • 5.1 By Tier Type
    • 5.1.1 Tier 1 and 2
    • 5.1.2 Tier 3
    • 5.1.3 Tier 4
  • 5.2 By Data Center Size
    • 5.2.1 Small Data Center
    • 5.2.2 Medium Data Center
    • 5.2.3 Large Data Center
    • 5.2.4 Hyperscale Data Center
  • 5.3 By Data Center Type
    • 5.3.1 Colocation Data Center
    • 5.3.2 Hyperscalers Data Center/CSPs
    • 5.3.3 Enterprise and Edge Data Center
  • 5.4 By Form Factor
    • 5.4.1 Half-height Blades
    • 5.4.2 Full-height Blades
    • 5.4.3 Quarter-height / Micro-blades
  • 5.5 By Application / Workload
    • 5.5.1 Virtualisation and Private Cloud
    • 5.5.2 High-Performance Computing (HPC)
    • 5.5.3 Artificial Intelligence/Machine Learning and Data Analytics
    • 5.5.4 Storage-centric
    • 5.5.5 Edge / IoT Gateways

6 COMPETITIVE LANDSCAPE

  • 6.1 Market Concentration
  • 6.2 Strategic Moves
  • 6.3 Market Share Analysis
  • 6.4 Company Profiles (includes Global Level Overview, Market Level Overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share, Products and Services, Recent Developments)
    • 6.4.1 Fujitsu Limited
    • 6.4.2 NEC Corporation
    • 6.4.3 Dell Technologies Inc.
    • 6.4.4 Hewlett Packard Enterprise Company
    • 6.4.5 Lenovo Group Limited
    • 6.4.6 Super Micro Computer Inc.
    • 6.4.7 Quanta Computer Inc.
    • 6.4.8 Huawei Technologies Co. Ltd.
    • 6.4.9 IBM Corporation
    • 6.4.10 Gigabyte Technology
    • 6.4.11 Cisco Systems Inc.
    • 6.4.12 Hitachi Ltd.
    • 6.4.13 ASUSTeK Computer Inc.
    • 6.4.14 Wistron Corporation

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

  • 7.1 White-Space and Unmet-Need Assessment