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資訊中心能源儲存系統市場
市場調查報告書
商品編碼
1778166

資訊中心能源儲存系統市場

Energy Storage Systems for Data Centers - Uninterruptible Power Supplies and Large-Scale Energy Storage for Data Center Operations: Global Forecasts and Analysis, 2025-2034
出版日期: | 出版商: Guidehouse Research | 英文 38 Pages | 訂單完成後即時交付

價格

在電力彈性和永續性這兩大需求的推動下，資料中心儲能系統 (ESS) 市場正在快速發展。不間斷電源 (UPS) 仍然是基礎技術，廣泛部署以確保電網故障期間的正常運作。同時，人們對持續時間更長、規模更大的儲能系統（包括長時儲能系統 (LDES)）的興趣日益濃厚，這些系統支持脫碳目標，減少對化石燃料發電機的依賴，並促進能源市場的參與。然而，高成本、監管不確定性以及整合挑戰仍然限制著這些系統的普及。

本研究報告分析了資料中心儲能系統的現狀和預測市場，重點關注 UPS 系統。報告探討了關鍵驅動因素，例如對 IT 系統彈性、減排和能源成本管理的需求，以及政策不確定性、安全隱患和電網限制等障礙。本報告也探討了新興商業模式，例如與公用事業公司合作以及電力購買協議，這些模式推動了新型儲能系統的採用，尤其是在超大規模企業中。

鑑於資料中心大規模儲能系統尚處於早期階段，本報告僅提供針對不間斷電源 (UPS) 系統的定量預測。這些預測按全球區域、儲能技術和資料中心層級細分，並包含截至 2034 年的容量和收入預測。我們也關注近期的併購活動和專案公告，以了解資料中心營運商、公用事業公司和儲能供應商如何應對快速變化的能源格局。

目錄

第1章 摘要整理

第2章 市場問題

  • 簡介
  • 儲存的類型和科技
    • UPS
    • 大規模ESS
  • 促進因素
    • 設施彈性
    • 永續發展目標
    • 降低成本
    • 增加資料中心負載
  • 抑制因素
    • 成本和投資
    • 政策與監管不確定性
    • 安全性問題
    • 可擴展性和電網約束
  • 價格

第3章 產業價值鏈

  • 競爭情形
    • M&A活動
    • 經營模式的演進

第4章 市場預測

  • 調查手法
  • 全球市場
  • 地區市場
    • 北美
    • 歐洲
    • 亞太地區
    • 南美
    • 中東·非洲

第5章 結論·建議

  • 3個大的要點
  • 推薦事項
    • 資料中心開發商及營運者
    • 能源儲存供應商
    • 公共事業
    • 政策籌劃者和法規當局

第6章 縮寫與簡稱一覽

第7章 目錄

第8章 圖表

第9章 調查範圍，資訊來源，調查手法，註解

Product Code: MF-UEDC-25

The market for energy storage systems (ESS) in data centers is evolving rapidly, shaped by the dual imperatives of power resilience and sustainability. Uninterruptible power supplies (UPS) remain a foundational technology, deployed universally to ensure uptime during grid disturbances. At the same time, interest is growing in longer-duration, large-scale ESS-including long-duration energy storage (LDES)-that can support decarbonization goals, reduce reliance on fossil-fueled generators, and enable participation in energy markets. However, adoption of these systems remains limited due to high costs, regulatory uncertainty, and integration challenges.

This Guidehouse Research report analyzes the current and projected market for ESS in data centers, with a focus on UPS systems. It explores key drivers such as the need for IT system resilience, emissions reduction, and energy cost management, as well as barriers including policy volatility, safety concerns, and grid constraints. The report also examines emerging business models-such as utility partnerships and power purchase agreements-that are enabling new forms of ESS deployment, particularly among hyperscalers.

Given the early-stage nature of large-scale ESS in data centers, the report provides quantitative forecasts only for UPS systems. These forecasts are segmented by world region, storage technology, and data center tier, and include both capacity and revenue projections through 2034. The report also highlights recent M&A activity and project announcements, offering insight into how data center operators, utilities, and storage providers are navigating a rapidly shifting energy landscape.

Table of Contents

1. Executive Summary

  • 1.1 Report Scope
  • 1.2 Market Drivers and Barriers
  • 1.3 Market Forecasts

2. Market Issues

  • 2.1 Introduction
  • 2.2 Storage Types and Technologies
    • 2.2.1 UPS
    • 2.2.2 Large-Scale ESS
      • 2.2.2.1 LDES
  • 2.3 Drivers
    • 2.3.1 Facility Resilience
    • 2.3.2 Sustainability Goals
    • 2.3.3 Cost Reductions
    • 2.3.4 Data Center Load Growth
  • 2.4 Barriers
    • 2.4.1 Cost and Investment
    • 2.4.2 Policy and Regulatory Uncertainty
    • 2.4.3 Safety Concerns
    • 2.4.4 Scalability and Grid Constraints
  • 2.5 Pricing

3. Industry Value Chain

  • 3.1 Competitive Landscape
    • 3.1.1 M&A Activities
    • 3.1.2 Business Model Evolution
      • 3.1.2.1 UPS
      • 3.1.2.2 Large-Scale ESS

4. Market Forecasts

  • 4.1 Methodology
  • 4.2 Global Market
  • 4.3 Regional Markets
    • 4.3.1 North America
    • 4.3.2 Europe
    • 4.3.3 Asia-Pacific
    • 4.3.4 Latin America
    • 4.3.5 Middle East & Africa

5. Conclusions and Recommendations

  • 5.1 Three Big Takeaways
  • 5.2 Recommendations
    • 5.2.1 Data Center Developers and Operators
    • 5.2.2 Energy Storage Providers
    • 5.2.3 Utilities
    • 5.2.4 Policymakers and Regulators

6. Acronym and Abbreviation List

7. Table of Contents

8. Table of Charts and Figures

9. Scope of Study, Sources and Methodology & Notes

List of Tables

  • Table 2-1. Energy Storage Technology Comparison
  • Table 3-1. Data Center UPS Capacity Market Share by Region: 2025 and 2034
  • Table 3-2. Recent M&A and Investment Activity, Data Center Market
  • Table 3-3. Recent Large-Scale ESS Projects, Data Center Market

List of Figures

  • Chart 1-1. Annual Data Center UPS Capacity Additions by Region, World Markets: 2025-2034
  • Chart 4-1. Annual Data Center UPS Capacity Additions by Region, World Markets: 2025-2034
  • Chart 4-2. Annual Data Center UPS Capacity Additions by Data Center Tier, World Markets: 2025-2034
  • Chart 4-3. Annual Data Center UPS Capacity Additions by Storage Technology, World Markets: 2025-2034
  • Chart 4-4. Annual Data Center UPS Revenue by Data Center Tier, World Markets: 2025-2034
  • Chart 4-5. Annual Data Center UPS Revenue by Storage Technology, World Markets: 2025-2034
  • Chart 4-6. Cumulative Data Center UPS Capacity Additions by Region, World Markets: 2025-2034
  • Chart 4-7. Annual Data Center UPS Capacity Additions by Storage Technology, North America: 2025-2034
  • Chart 4-8. Annual Data Center UPS Capacity Additions by Storage Technology, Europe: 2025-2034
  • Chart 4-9. Annual Data Center UPS Capacity Additions by Storage Technology, Asia-Pacific: 2025-2034
  • Chart 4-10. Annual Data Center UPS Capacity Additions by Storage Technology, Latin America: 2025-2034
  • Chart 4-11. Annual Data Center UPS Capacity Additions by Storage Technology, Middle East & Africa: 2025-2034
  • Figure 3-1. Data Center ESS Industry Value Chain