日本资料中心机柜：市场占有率分析、产业趋势、统计资料、2024年至2030年成长预测

上年度日本资料中心机柜市场规模超过 33 万台，预计在预测期内复合年增长率为 7.3%。

中小企业对云端运算的需求不断增长、政府有关资料安全的法规以及国内企业投资的增加是推动该国和地区资料中心需求的关键因素。

主要亮点

• 在建IT负载能力：日本资料中心市场未来IT负载能力预计到2029年将达到2000MW。
• 正在建造的高架建筑面积：到 2029 年，日本的占地面积预计将增加到 1,000 万平方英尺。
• 规划的机架：预计到2029年，全国安装的机架总数将达到50万个。到 2029 年，东京将安装最多数量的机架。
• 规划中的海底电缆：连接菲律宾的海底电缆有近30条，其中许多正在建造中。东南亚-日本 2 号电缆 (SJC2) 是计划于 2023 年投入使用的一条海底电缆，它将连接从千仓到日本志摩的 10,500 公里长。

日本资料中心机柜市场趋势

BFSI 预计将持有主要股份。

• BFSI产业的IT负载容量预计到2029年将增加超过400MW，复合年增长率为5%。在日本，银行服务已经被大众广泛使用。因此，与欧美国家一样，金融机构管理数位化的主要目的是提高管理效率，例如优化现有业务效率、重建旧有系统、重建分店和ATM网路等。目前，瑞穗金融集团、新生银行集团、住信SBI网路银行等都在关注BaaS（银行即服务）。
• 在某些情况下，银行正在考虑针对中小企业推出业务改善措施。一些中小型企业使用EDI（电子资料交换）系统进行订购和下订单。银行正在建立付款管道并将其与EDI系统连接，以允许企业同时确认订单（商业流程资料）和付款（财务资料）并自动执行对帐工作。
• 日本的大型银行正在采取更开放的方式来推广数位付款。三菱日联银行计划与 Akamai 合作推出全球开放网络，利用区块链技术在全球范围内实现快速、安全的数位付款。银行也在利用人工智慧和自动化。例如，瑞穗银行开发了一种 AOR 解决方案，利用人工智慧、OCR 和 RPA，透过自动处理银行 80% 以上的支票和文件来简化后勤部门业务。银行的这些趋势和倡议预计将导致该领域的显着成长。
• 此外，行动钱包在日本各地的电子商务业务中非常普及。此外，这些现代化设备可以实现快速、安全的交易。例如，2022年4月，PayPal与销售男士护肤品的「BULK HOMME」合作，作为新商家。透过此次合作，BULK HOMME 客户将能够使用其 PayPal 帐户在线购买产品并使用 PayPal 进行购买。

全机架预计将大幅成长

• 在日本，由于公司间空间日益短缺，全机架占了大部分市场。由于行动宽频、电子商务、电子竞技的快速成长以及大巨量资料的兴起，必须建造全机架的资料中心，以适应机架容量的增加。
• 例如，2022 年 7 月对每月至少玩一次智慧型手机游戏的日本人进行的一项调查显示，65% 的受访者每天都会玩智慧型手机游戏。此外，92% 的受访者表示他们每週至少玩一次智慧型手机游戏。此外，在不断扩大的电竞市场中，日本还有总奖金超过909,000美元（超过1亿日圆）的大型赛事：Shadowverse World Grand Prix 2021、PUBG Mobile Japan League season 1等。预计此类案例将对该地区的资料储存容量产生进一步的需求。
• 最初，资料中心机架空间受到的关注有限，尺寸和成本是部署期间的唯一考虑因素。然而，随着包括网路银行业务、通讯、媒体和娱乐在内的各个行业的用户越来越多地采用高密度应用，资料中心机架空间的利用率可能会增加。
• 随着企业每天产生大量资料，他们越来越依赖资料中心来有效管理资料库和储存。因此，资料中心机柜利用率的主要驱动力是完全配置的资料中心部署的增加。大公司对 IT 服务和投资的需求不断增长也影响着市场的成长。
• 一家全球资料中心供应商对在东京都市区建造的超大规模资料中心的一个区块进行了数百亿日圆的初步投资。整个计划的总成本估计超过1000亿日圆（668,498,400美元）。日本对资料中心机柜的需求正在增加，因为超大规模设施主要配备全机架单元。

日本资料中心机柜产业概况

随着日本未来计画的资料中心建设计划，未来几年对资料中心机柜的需求可能会增加。日本资料中心机柜市场由伊顿公司、Black Box Corporation、Rittal GMBH &Co.KG、施耐德电机 SE 和 Nitto Kogyo Corporation 等几家主要企业适度整合。凭藉主导市场占有率，这些领先公司专注于扩大其区域基本客群。

2022 年 10 月，伊顿宣布发布新的开放运算计划(OCP) 开放机架 v3 (ORV3) 相容解决方案。它是专门建置和专用配置的，重点是为希望部署 ORV3 机架的资料中心设施高效且可扩展地提供关键电力。机架具有宽而深的机柜，带有开放式机架外壳，支援混合安装设备和两个锁定的主机代管隔间。

其他福利

• Excel 格式的市场预测 (ME) 表
• 3 个月分析师支持

目录

第一章简介

• 研究假设和市场定义
• 调查范围

第二章调查方法

第三章执行摘要

第四章市场动态

• 市场概况
• 市场驱动因素
  • 5G网路优势日益凸显
  • 日本光纤连接网路的扩建
• 市场抑制因素
  • 网路安全威胁和勒索软体攻击呈上升趋势
  • 资源可用性低
• 价值链/供应链分析
• 产业吸引力－波特五力分析
  • 买家/消费者的议价能力
  • 供应商的议价能力
  • 新进入者的威胁
  • 替代品的威胁
  • 竞争公司之间敌对关係的强度
• COVID-19 影响评估

第五章市场区隔

• 机架尺寸
  • 四分之一架
  • 半架
  • 全机架
• 最终用户
  • 资讯科技/通讯
  • BFSI
  • 政府机关
  • 媒体与娱乐
  • 其他最终用户

第六章 竞争形势

• 公司简介
  • Eaton Corporation
  • Black Box Corporation
  • Rittal GMBH & Co.KG
  • Schneider Electric SE
  • Nitto Kogyo Corporation
  • Dell Inc.
  • nVent Electric PLC
  • Hewlett Packard Enterprise

第七章 投资分析

第八章 市场机会及未来趋势

The Japanese data center rack market reached a volume of over 330,000 in the previous year, and it is further projected to register a CAGR of 7.3% during the forecast period. The increasing demand for cloud computing among SMEs, government regulations for local data security, and growing investment by domestic players are some of the major factors driving the demand for data centers in the country/region.

Key Highlights

• Under Construction IT Load Capacity: The upcoming IT load capacity of the Japan data center market is expected to reach 2,000 MW by 2029.
• Under Construction Raised Floor Space: The country's construction of raised floor area is expected to increase to 10 million sq. ft by 2029.
• Planned Racks: The country's total number of racks to be installed is expected to reach 500K units by 2029. Tokyo is expected to house the maximum number of racks by 2029.
• Planned Submarine Cables: There are close to 30 submarine cable systems connecting the Philippines, and many are under construction. One such submarine cable that is estimated to start service in 2023 is Southeast Asia-Japan Cable 2 (SJC2), which stretches over 10,500 Kilometers with landing points from Chikura, Japan, to Shima, Japan.

Japan Data Center Rack Market Trends

BFSI Expected to hold the major share.

• The IT load capacity of the BFSI sector is anticipated to grow more than 400 MW by 2029, registering a CAGR of 5%. In Japan, banking services are already widely available to the public. Therefore, as in Europe and the United States, the main aim in digitalizing the management of financial institutions is to improve their management efficiencies, such as optimizing the efficiency of existing operations, rebuilding legacy systems, and restructuring branch and ATM networks. Mizuho Financial Group, Shinsei Bank Group, SBI Sumishin Net Bank, and others are currently focusing on BaaS (Banking as a Service).
• There are examples of banks considering introducing measures to improve business operations for SMEs. Some SMEs use electronic data interchange (EDI) systems to place and receive orders. Banks are trying to construct a settlement platform and link it to an EDI system so that companies can check their order (commercial data) and settlement (financial data) at the same time and automate the process of reconciliation.
• Megabanks in Japan are adopting a more open approach to push digital payments. MUFG bank plans to launch a global open network with Akamai to make high-speed and secured digital payments globally by leveraging blockchain technologies. Banks are also leveraging AI and automation. For instance, Mizuho Bank developed an AOR solution leveraging AI, OCR, and RPA to automatically process more than 80% of the checks and documents of the bank, which streamlined its back-office operations. Such trends and initiatives by banks are expected to lead to considerable growth in this segment.
• Further, Mobile wallets are becoming extremely popular all over Japan for e-commerce businesses. Additionally, the usage of these modern instruments enables quick and secure transactions. For instance, In April 2022, as a new merchant, PayPal collaborated with "BULK HOMME," a skincare company that sold items for guys. Due to the partnership, customers of Bulk Homme would be able to use their PayPal accounts to shop for products online and make purchases using PayPal.

Full Rack is Expected to Grow Significantly

• In Japan, due to growing space scarcity between various companies, the full rack has a majority of the market share. In order to cope with increasing rack capacity due to the rapid growth of mobile broadband, e-commerce, esports, and the increase in Big Data Analytics combined with cloud computing, it is necessary to build a fully rack-equipped data center.
• For instance, In a July 2022 survey of Japanese residents who played smartphone games at least once a month, 65% of respondents played smartphone games every day. Overall, 92% of respondents reported playing smartphone games at least once a week. Additionally, in the growing esports market, Japan has a large tournament with a prize of more than 909,000 USD (more than 100 million yen): Shadowverse World Grand Prix 2021, PUBG Mobile Japan League season 1. Such instances are expected to create more need for data storage space in the region.
• At first, there was a limited focus on rack space in data centers; only size and cost were taken into account during deployment. Nevertheless, there is an opportunity for increased use of rack space in the data center as more and more users from different sectors, such as online banking, telecommunications, media and entertainment, and others, are adopting applications with higher density.
• Companies increasingly rely on data centers for efficient management of their databases and storage, as they generate significant amounts of data every day. The main driving factor for data center rack usage is, therefore, the increased deployment of fully configured data centers. Also, the growth of the market is being influenced by the growing demand for IT services and investments made by large companies.
• A global data center vendor invested an initial amount into tens of billions of Japanese yen in the Tokyo metropolitan region for one block of a hyperscale data center it constructed. The whole project is estimated to cost more than JPY 100 billion (USD 668498400). Hyperscales facilities are majorly equipped with full rack units, which results in rising demand for data center racks in the country.

Japan Data Center Rack Industry Overview

The upcoming DC construction projects in the country will likely increase the demand for Data Center Racks in the coming years. The Japan Data Center Rack Market is moderately consolidated with a few major players, such as Eaton Corporation, Black Box Corporation, Rittal GMBH & Co.KG, Schneider Electric SE, and Nitto Kogyo Corporation in the market. These major players, with a prominent market share, focus on expanding their regional customer base.

In October 2022, Eaton announced the release of its new Open Compute Project (OCP) open rack v3 (ORV3) compatible solutions. It is purpose-built and preconfigured, focusing on the efficient, scalable delivery of critical power for their data center facilities seeking to deploy ORV3 racks. The rack features extra-wide and extra-deep cabinets; the open rack enclosure supports hybrid mounting equipment and two locking-colocation compartments.

Additional Benefits:

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

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumption & Market Definition
• 1.2 Scope of the Study

2 Research Methodology

3 Executive Summary

4 Market Dynamics

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 The Rising Dominance of the 5G Network
  • 4.2.2 Fiber Connectivity Network Expansion in the Country
• 4.3 Market Restraints
  • 4.3.1 Increasing Cybersecurity Threats and Ransomware Attacks
  • 4.3.2 Low Availability of Resources
• 4.4 Value Chain / Supply Chain Analysis
• 4.5 Industry Attractiveness - Porter's Five Forces Analysis
  • 4.5.1 Bargaining Power of Buyers/Consumers
  • 4.5.2 Bargaining Power of Suppliers
  • 4.5.3 Threat of New Entrants
  • 4.5.4 Threat of Substitute Products
  • 4.5.5 Intensity of Competitive Rivalry
• 4.6 Assessment of COVID-19 Impact

5 MARKET SEGMENTATION

• 5.1 Rack Size
  • 5.1.1 Quarter Rack
  • 5.1.2 Half Rack
  • 5.1.3 Full Rack
• 5.2 End-User
  • 5.2.1 IT & Telecommunication
  • 5.2.2 BFSI
  • 5.2.3 Government
  • 5.2.4 Media & Entertainment
  • 5.2.5 Other End-Users

6 COMPETITIVE LANDSCAPE

• 6.1 Company Profiles
  • 6.1.1 Eaton Corporation
  • 6.1.2 Black Box Corporation
  • 6.1.3 Rittal GMBH & Co.KG
  • 6.1.4 Schneider Electric SE
  • 6.1.5 Nitto Kogyo Corporation
  • 6.1.6 Dell Inc.
  • 6.1.7 nVent Electric PLC
  • 6.1.8 Hewlett Packard Enterprise

7 INVESTMENT ANALYSIS

8 MARKET OPPORTUNITIES AND FUTURE TRENDS