北美资料中心：市场占有率分析、产业趋势与成长预测（2025-2030 年）

北美资料中心市场规模预计在 2025 年达到 22,100 兆瓦，预计到 2030 年将达到 28,600 兆瓦，复合年增长率为 5.29%。预计 2025 年主机託管收益将达到 259.326 亿美元，2030 年将达到 422.277 亿美元，预测期内（2025-2030 年）的复合年增长率为 10.24%。

2023 年， 层级 3资料中心将占据大部分份额；第四层级将成为成长最快的细分市场

• 预计 2023 年层级 4资料中心将达到 5,881.0 MW，到 2029 年将超过 12,547.2 MW，复合年增长率为 13.46%。
• 未来几年，对层级和层级设备的需求将稳定下降，但由于长期和不可预测的停电，成长仍将持续。虽然这些层级和层级地区已经有充足的零售主机託管供应，但对更低延迟和更高效率的需求不断增长也推动了大型计划满足超大规模云端需求的需求。
• 对资料处理、储存和分析的需求不断增长，可能会导致大多数客户最终转向层级 3 和层级 4 设施。 2022年， 层级 3车型凭藉其显着的功能优势占据了大部分市场。该地区大多数层级资料中心都位于北美，不仅提供众多电力和冷却通道，而且具有高度的冗余度。这些资料中心的运转率约为 99.982%，相当于每年停机时间为 1.6 小时。此外，由于边缘和云端连接的使用增加，预计层级资料中心的扩张将继续。
• 预计层级 4 类型的复合年增长率为 15.51%。一些已开发国家正在采用层级 4 认证，以受益于全面的容错和组件冗余。 2022 年，北美共有 81 个层级 4资料中心。随着越来越多的公司提供云端基础的服务， 层级 4资料中心将在未来几年呈指数级增长，从而鼓励其他公司建造提供采用最佳技术的主机託管空间的设施。

美国占据该地区市场的大部分份额，预计在预测期内将继续占据主导地位。

• 过去几年，由于云端运算的采用和资料生成的兴起，该地区对资料中心的需求激增。推动北美资料中心市场扩张的关键因素是物联网的日益普及、5G网路的不断发展、新兴市场的蓬勃发展以及对线上娱乐内容高速串流媒体的需求不断增长。
• 北美超大规模主机託管资料中心的总IT负载容量预计将达到4,481.2兆瓦（MW），到2029年将达到12,047.5MW，复合年增长率为14.63%。预计到 2023 年将开发超过 13,000 兆瓦的容量，到 2029 年将增加到 25,000 兆瓦以上。其中超过一半的新增容量将由美国的超级资料中心增加，其次是大型资料中心。用户对资料中心的需求规模和数量不断增长。
• 几家大公司签署的租约总合超过60MW，有些甚至超过100MW。大多数大型超大规模资料中心业者占了超过 70% 的净吸收量，预计到 2029 年将成长 5% 以上。预计未来几年美国超大规模资料中心市场的成长速度将超过北美其他地区。近期的经济和税收激励措施是美国资料中心市场发展的主要驱动力。
• 加拿大是一个正在成长的资料中心市场。支持性的法规环境和凉爽的气候资料中心市场提供了支持，使其成为营运的理想选择。物联网 (IoT)、云端运算和巨量资料正在推动加拿大对资料储存和处理能力的需求。因此，新设施正在建设，旧设施正在扩建。

北美资料中心市场趋势

扩大网路覆盖范围以及 4G 和 5G 的持续普及可能会推动市场成长

• 无限的资料通讯速率、不断扩大的 5G 网路覆盖范围以及不断增加的网路容量导致 2021 年新增 5G用户数量不断增加。随着游戏、XR 和基于影片的应用程式的采用预计将增加，每分钟使用产生的资料量预计将大幅增长。为了满足用户的需求，需要更高的视讯分辨率，更多的上行流量和装置资料被卸载到云端运算资源。预计到 2028 年，北美的 5G 用户普及率将最高，达到所有其他地区的 90%。
• 在 2021 年的预测期内，早期采用 5G 的热门城市将引领流量成长的步伐。预计未来几年5G将占行动资料流量的10%以上。流量成长的推动力是覆盖范围的扩大以及 4G 普及率的持续高企，这与智慧型手机用户数量和每部智慧型手机平均资料使用量的增加有关。例如，截至2021年，美国将有约3.28亿智慧型手机用户，到2027年，北美智慧型手机用户数将达到3.58亿。
• 随着 LTE 的普及，宽频服务的提供也成为可能。大约 75% 的行动用户每週都会上网，其中超过一半的用户透过行动装置上网。社群网路位居第二，超过 60% 的行动用户每周至少造访一次社群网站。这项使用量相当于 2021 年每天 15 至 30 分钟的视讯串流。预计来自社交媒体和其他应用程式的流量也会增加。预计2021年每月行动资料流量将达到6GB，到2029年将成长到30GB以上。

5G网路的扩展和5G智慧型手机销售的成长将推动市场成长

• 智慧型手机普及率仍有成长空间。到2021年底，智慧型手机将占北美行动连线的83%。预计到 2025 年智慧型手机连线数将增加 3,000 万，从传统网路（2G 和 3G）迁移将继续支持智慧型手机的普及。预计到 2027 年，北美行动资料流量的成长将增加两倍以上，而这一成长仍将在很大程度上依赖智慧型手机普及率的提高。自 2007 年苹果推出第一款 iPhone 以来，智慧型手机的普及率一路飙升。 2016 年，预计 43.5% 的美国人将拥有 iPhone。
• 在美国，5G 已开始流行，到 2021 年大约四分之一的行动连线将是 5G。疫情后的经济復苏、5G 智慧型手机销售的成长以及整体行销倡议推动了这一势头。消费者对升级到 5G 的兴趣日益浓厚，当前的 5G 客户表示有兴趣扩展他们的 5G 计划，以包括串流媒体影片、音乐、游戏、体育直播和云端储存等内容和服务。预计这将鼓励更多人购买智慧型手机并增加智慧型手机用户数量。
• 北美约有 90% 的人使用网路。在美国和加拿大，Facebook 的每月有效用户(MAU) 总数为 2.66 亿。这表明该地区智慧型手机的普及率很高。智慧型手机需要即时处理大量资料，因此需要使用资料中心进行储存。由于智慧型手机的强劲成长，预计该地区的资料中心数量在预测期内将会增加。

北美资料中心产业概况

北美资料中心市场分散，前五大公司占19.67%。市场的主要企业包括 CoreSite（美国塔公司）、CyrusOne Inc.、Digital Realty Trust Inc.、Equinix Inc. 和 NTT Ltd.。

其他福利

• Excel 格式的市场预测 (ME) 表
• 3个月的分析师支持

目录

第一章执行摘要和主要发现

第二章 报告要约

第三章 引言

• 研究假设和市场定义
• 研究范围
• 调查方法

第四章 市场展望

• 负载能力
• 占地面积
• 主机代管收入
• 安装的机架数量
• 机架空间利用率
• 海底电缆

第五章 产业主要趋势

• 智慧型手机用户数量
• 每部智慧型手机的资料流量
• 行动资料速度
• 宽频资料速度
• 光纤连接网路
• 法律规范
  • 加拿大
  • 墨西哥
  • 美国
• 价值炼和通路分析

第六章市场区隔

• 资料中心规模
  • 大规模
  • 超大规模
  • 中等规模
  • 超大规模
  • 小规模
• 层级类型
  • 1层级和2级
  • 层级
  • 层级
• 吸收量
  • 未使用
  • 使用
    • 按主机託管类型
    • 超大规模
    • 零售
    • 批发的
    • 按最终用户
    • BFSI
    • 云
    • 电子商务
    • 政府
    • 製造业
    • 媒体与娱乐
    • 电信
    • 其他的
• 国家
  • 加拿大
  • 墨西哥
  • 美国
  • 北美其他地区

第七章竞争格局

• 市场占有率分析
• 商业状况
• 公司简介.
  • Cologix Inc.
  • CoreSite（America Tower Corporation）
  • CyrusOne Inc.
  • Cyxtera Technologies
  • Digital Realty Trust Inc.
  • Edgecore（Partners Group）
  • Equinix Inc.
  • Flexential Corp.
  • NTT Ltd
  • Quality Technology Services
  • Switch
  • Vantage Data Centers LLC

第八章：CEO面临的关键策略问题

第九章 附录

• 世界概况
  • 概述
  • 五力分析框架
  • 全球价值链分析
  • 全球市场规模和DRO
• 资讯来源及延伸阅读
• 图表清单
• 关键见解
• 资料包
• 词彙表

The North America Data Center Market size is estimated at 22.1 thousand MW in 2025, and is expected to reach 28.6 thousand MW by 2030, growing at a CAGR of 5.29%. Further, the market is expected to generate colocation revenue of USD 25,932.6 Million in 2025 and is projected to reach USD 42,227.7 Million by 2030, growing at a CAGR of 10.24% during the forecast period (2025-2030).

Tier 3 data centers accounted for majority share in terms of volume in 2023; Tier 4 is the fastest-growing segment

• The tier 4 data center reached 5881.0 MW in 2023 and is further projected to exhibit a CAGR of 13.46%, surpassing 12547.2 MW by 2029.
• Over the coming years, demand for facilities in tiers 1 and 2 will steadily decrease, but growth will continue due to protracted and unpredictable outages. While there is already an adequate supply of retail colocation in these tier 1 and tier 2 locations, large-scale projects are also driving demand to fulfill growing hyperscale cloud requirements as the demand for lower latency and greater efficiency develops.
• The majority of clients will eventually move to tier 3 and tier 4 facilities due to the increasing demand for data processing, storage, and analysis. The tier 3 type held the majority of the market in 2022 due to the significant benefits of its features. Most tier 3 data centers in the area are located in North America, providing numerous channels for power and cooling as well as a high level of redundancy. These data centers have an uptime of about 99.982%, which equals 1.6 hours of downtime annually. Additionally, it is anticipated that the expansion in tier 3 data centers will continue to increase with the increased usage of edge and cloud connectivity.
• The tier 4 type is anticipated to increase at a CAGR of 15.51%. To benefit from total fault tolerance and component redundancy, several industrialized nations are working on adopting the Tier 4 certification. In 2022, there were 81 tier 4 data centers in North America. Tier 4 data centers will grow dramatically in the coming years as more companies are offering cloud-based services, which has prompted other companies to build facilities to offer colocation space with the greatest technology.

The United States holds the majority share of the regional market, with its dominance expected to continue during the forecast period

• Over the past few years, there has been a sharp increase in the demand for data centers in the region due to growing cloud adoption and rising data generation. The major drivers of the expansion of the data center market in North America have been the rising popularity of IoT, the increased development of 5G networks, the COVID-19 pandemic, and the increasing demand for high-speed streaming of online entertainment content.
• The total IT load capacity of hyper-scale colocation data centers in North America is 4,481.2 megawatts (MW), and by 2029, it is expected to reach 1,2047.5 MW after registering a CAGR of 14.63%. By 2023, more than 13,000 MW of capacity were to be under development, and by 2029, this is expected to increase to more than 25,000 MW. More than half this new capacity is being added in the United States by mega data centers, followed by massive-size data centers. The size and quantity of user requirements for data centers kept expanding.
• Several sizable businesses have inked leases totaling more than 60 MW, some even over 100 MW. Most big hyperscalers are responsible for a net absorption percentage of more than 70%, which is to rise by more than 5% by 2029. The hyperscale data center market in the United States is predicted to grow the fastest in North America over the coming years. Recent economic incentives and tax benefits have been key factors in constructing the US data center market.
• Canada is a growing nation in the data center market. A supportive regulatory environment and cool climate support the data center market and are ideal for operations. The Internet of Things (IoT), cloud computing, and big data drive Canada's demand for data storage and processing capabilities. As a result, new facilities are being built, and old ones are being expanded.

North America Data Center Market Trends

The expansion of network coverage and the continued high adoption of 4G and 5G expansion may drive market growth

• The unlimited data rates, enhanced 5G network coverage, and increased network capacity drew more and more new 5G subscribers in 2021. With the adoption of gaming, XR, and video-based apps anticipated to rise, the amount of data created per minute of use was expected to increase considerably. To satisfy users, these experiences required greater video resolutions, more uplink traffic, and data from devices offloaded to cloud computing resources. North America was projected to have the highest 5G subscription penetration, reaching 90%, by 2028 compared to all other areas.
• Popular cities with early 5G rollouts set the pace for traffic growth during the forecast period in 2021. 5G was expected to account for more than 10% of mobile data traffic in the upcoming years. The expansion of coverage and the continued high adoption of 4G, which was related to an increase in smartphone subscriptions and average data usage per smartphone, were driving traffic growth. For instance, as of 2021, there were about 328 million smartphone owners in the United States, and by 2027, there will be 358 million smartphone subscriptions in North America.
• The use of high bandwidth services was made possible by the expansion of LTE availability. About 75% of people who used mobile services visited the internet on a weekly basis, with more than half of them doing so from their mobile devices. The second-largest category was social networking, with more than 60% of mobile users visiting a social networking site at least once each week. The usage equated to 15 to 30 minutes of daily video streaming in 2021. Increased traffic was also expected to result from social networking and other apps. In 2021, monthly mobile data traffic was anticipated to reach 6 GB and increase to more than 30 GB by 2029.

5G network expansion and increased sales of 5G smartphones will boost the market's growth

• Smartphone adoption has some room to expand. By the end of 2021, smartphones accounted for 83% of mobile connections in North America. With 30 million additional smartphone connections anticipated by 2025, the migration away from legacy networks (2G and 3G) will continue to support smartphone adoption in the coming years. The expansion of mobile data traffic in North America, which was anticipated to more than triple by 2027, will continue to depend heavily on rising smartphone penetration. Since Apple unveiled the first iPhone in 2007, the popularity of smartphones has skyrocketed. By 2016, it was expected that 43.5% of all Americans would own an iPhone.
• In the United States, where 5G made up approximately one out of every four mobile connections in 2021, 5G was starting to become widely used. The economic recovery following the pandemic, increased sales of 5G smartphones, and general marketing initiatives have all helped increase momentum. Consumer interest in upgrading to 5G was increasing, and current 5G customers were showing an increased interest in expanding their 5G plans to include content and services like streaming video, music, gaming, live sports, and cloud storage. This was expected to encourage more people to purchase smartphones, increasing the number of smartphone users.
• Almost 90% of people in North America use the internet. In the United States and Canada, Facebook had a combined 266 million monthly active users (MAU). This demonstrated the widespread use of smartphones in the region, which essentially necessitates the use of data centers for storage since they demand real-time processing of sizable data chunks. A rise in data centers was expected to be seen in the region during the anticipated period as a result of good smartphone growth.

North America Data Center Industry Overview

The North America Data Center Market is fragmented, with the top five companies occupying 19.67%. The major players in this market are CoreSite (America Tower Corporation), CyrusOne Inc., Digital Realty Trust Inc., Equinix Inc. and NTT Ltd (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 Canada
  • 5.6.2 Mexico
  • 5.6.3 United States
• 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 Data Center Size
  • 6.1.1 Large
  • 6.1.2 Massive
  • 6.1.3 Medium
  • 6.1.4 Mega
  • 6.1.5 Small
• 6.2 Tier Type
  • 6.2.1 Tier 1 and 2
  • 6.2.2 Tier 3
  • 6.2.3 Tier 4
• 6.3 Absorption
  • 6.3.1 Non-Utilized
  • 6.3.2 Utilized
    • 6.3.2.1 By Colocation Type
    • 6.3.2.1.1 Hyperscale
    • 6.3.2.1.2 Retail
    • 6.3.2.1.3 Wholesale
    • 6.3.2.2 By End User
    • 6.3.2.2.1 BFSI
    • 6.3.2.2.2 Cloud
    • 6.3.2.2.3 E-Commerce
    • 6.3.2.2.4 Government
    • 6.3.2.2.5 Manufacturing
    • 6.3.2.2.6 Media & Entertainment
    • 6.3.2.2.7 Telecom
    • 6.3.2.2.8 Other End User
• 6.4 Country
  • 6.4.1 Canada
  • 6.4.2 Mexico
  • 6.4.3 United States
  • 6.4.4 Rest of North America

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 Cologix Inc.
  • 7.3.2 CoreSite (America Tower Corporation)
  • 7.3.3 CyrusOne Inc.
  • 7.3.4 Cyxtera Technologies
  • 7.3.5 Digital Realty Trust Inc.
  • 7.3.6 Edgecore (Partners Group)
  • 7.3.7 Equinix Inc.
  • 7.3.8 Flexential Corp.
  • 7.3.9 NTT Ltd
  • 7.3.10 Quality Technology Services
  • 7.3.11 Switch
  • 7.3.12 Vantage Data Centers LLC
• 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