资料中心设备及基础设施市场：2025-2030

这份长达186页的资料中心设备市场报告，详细分析了市场规模、竞争格局、关键趋势和挑战。

范例预览

由于生成式人工智慧对运算能力的巨大需求，领先的科技公司和政府的大规模投资正在深刻地改变全球资料中心环境。本报告对资料中心设备市场进行了全面分析，包括 IT 基础设施（伺服器、网路和储存）和设施基础设施（电力、冷却、布线和安全），并提出了市场预测、竞争格局、关键趋势和挑战。

范例预览

报告概述

• 技术概述： 重点关注两个基本结构，本报告对IT基础设施和设施基础设施进行了详细分析，涵盖晶片组、AI伺服器、液冷系统和配电系统等七个子类别。
• 市场规模及展望： 提供全球市场规模及至2030年的预测，并按地区和主要基础设施行业进行划分。 分析关键的市场成长推动因素和阻碍因素，例如AI的普及和超大规模资料中心的资本支出（CapEx）。
• 竞争格局及供应商概况： 显示关键区隔市场的当前市场占有率。特别是，深入分析NVIDIA的市场影响，并提供生态系统内主要供应商的详细概况。
• 详细分析：託管资料中心： 分析众多託管设施，并依位置、规模和可靠性等级（层级）进行基准测试。
• 趋势与挑战： 我们探讨了关键趋势，例如高密度机架向液冷技术的转变、废热回收和模组化。我们也详细介绍了关键挑战，例如电网容量限制和零件交付时间过长。

范例预览

范例预览

范围：什么是资料中心基础设施？

本报告分析了构成资料中心基础设施的七大主要硬体类别的市场。

这些主要分为两大类：

IT 基础架构：支援运算、储存和资料传输的硬体元件

• 伺服器： 处理工作负载的核心运算单元（例如，机架式伺服器、刀锋式伺服器和高效能运算 (HPC) 伺服器）。
• 网路： 用于在伺服器、储存装置和外部网路之间传输资料的装置（例如，交换器、路由器和防火墙）。
• 储存： 用于管理和储存大量资料的解决方案（例如，固态硬碟 (SSD)、机械硬碟 (HDD) 和网路储存系统）。

设施基础设施：确保持续供电、高效冷却和实体安全的关键系统。

• 电气系统：提供备用电源以防止断电的设备（例如，开关设备、UPS、PDU 和发电机）。
• 冷却系统：用于维持最佳运作温度的温度调节解决方案（例如，冷水机组、冷却水塔和 CRAH）。
• 布线基础设施：资料中心内用于资料传输和配电的布线系统。
• 安全和消防系统：保护资料中心免受物理威胁的系统，例如灭火、监控和存取控制。

特色公司：

目录

第一章：摘要整理

第二章：引言

第三章：技术概述

• 章节概要和要点
• 资料中心基础设施：IT基础设施
• IT基础架构：概述
• IT基础架构：伺服器元件
• IT基础架构：计算伺服器
• IT基础架构：人工智慧伺服器
• IT基础设施：资料中心网络
• IT基础架构：存储
• 资料中心基础设施：设施基础设施
• 设施基础设施：概述
• 设施基础设施：电气系统
• 设施基础设施：冷却系统
• 设施基础设施：液冷
• 设施基础设施：布线基础设施
• 设施基础设施：安防与消防系统

第四章 市场规模与展望

• 章节概要和要点
• 资料中心基础建设市场
• 全球资料中心基础设施市场
• 资料中心基础设施市场的主要推动因素与阻碍因素
• 资料中心支出在基础设施中的分布状况
• 全球资料中心基础设施市场（按地区划分）
• 全球资料中心基础设施市场（以基础设施类型划分）
• 资料中心 IT 基础设施市场（按区隔市场划分）
• 资料中心伺服器市场：概述
• 资料中心伺服器市场（按伺服器类型划分）
• 资料中心网路市场
• 资料中心储存市场
• 资料中心设施基础设施市场（按区隔市场划分）
• 资料中心电气系统市场
• 资料中心冷却系统市场
• 资料中心布线基础设施市场
• 资料中心安防与消防系统市场

第五章 竞争格局

• 章节概要及要点
• 资料中心基础设施供应商格局：供应商特征
• 资料中心基础设施供应商格局：市场占有率
• 十大资料中心 IT 基础架构供应商
• 十大资料中心设施基础设施供应商
• 引言：NVIDIA 对资料中心格局的影响
• IT 基础设施供应商：按区隔市场划分的市场占有率
• IT 基础架构供应商：伺服器
• IT 基础设施供应商：网络
• IT 基础设施供应商：存储
• 深度解析：储存：硬碟製造商
• 富士康
• 戴尔
• HPE
• 联想
• 超微
• 思科
• Arista Networks
• 领先的储存组件供应商：西部数据
• 领先的储存组件供应商：希捷
• 设施基础设施供应商：按区隔市场划分的市场占有率
• 设施基础设施供应商：电气系统
• 设施基础设施供应商：冷却系统
• 设施基础设施供应商：布线基础设施
• 设施基础设施供应商：安防/消防
• 施耐德电机
• Vertiv
• 伊顿
• ABB
• 卡特彼勒
• 庄臣控制系统
• 西门子
• 特灵
• 百通

第六章 深度分析：託管资料中心

• 章节概要及要点
• 资料中心：分为四个可靠度等级
• 託管资料中心的物联网分析
• Equinix
• 数位现实：可建构容量

第七章：趋势与挑战

• 章节概要及要点
• 趋势
• 挑战

第八章：研究方法与市场定义

第九章：物联网分析概论

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