德国资料中心：市场占有率分析、产业趋势与成长预测（2025-2030 年）

预计 2025 年德国资料中心市场规模为 1,690 千瓦，2030 年将达到 2,330 千瓦，复合年增长率为 6.64%。

预计 2025 年主机託管收益将达到 30.557 亿美元，2030 年将达到 44.867 亿美元，预测期内（2025-2030 年）的复合年增长率为 7.98%。

预计到 2023 年， 层级 3资料中心将占据最大份额，并在整个预测期内保持主导地位。

• 根据层级容量， 层级 4 部分在德国资料中心市场中处于领先地位。预计该领域的容量将从 2023 年的 524.3 兆瓦成长到 2029 年的 1,112.5 兆瓦，复合年增长率为 13.4%。随着技术的发展，德国人正在采用一系列网路设备，包括桌上型电脑、平板电脑、智慧型手机、主机和智慧型设备，用于串流内容、家庭安全、线上游戏和其他服务。
• 这一趋势导致人们从传统的桌上型电脑和笔记型电脑转向一系列新设备。最初，资料中心是为了满足客户的最低要求。因此，资料中心规模较小，仅通过了 Tier 1 和 Tier 2 认证，机架数量极少。
• 随着新设备的普及以及 5G 网路的推出，企业正在转向提供不间断运算服务的设施，这些网路提供了充分利用这些设备所需的速度。因此，预计层级 4 设施的市场占有率将从 2023 年的 34% 增加到 2029 年的 47.2%。
• 居住在智慧城市的人数约占76%，预计未来还会增加。例如，在魏玛这样的智慧城市，能源价格上涨导致街道照明从传统灯泡转变为智慧 LED。约83%的照明已被智慧照明系统取代，有助于节省10万千瓦时的能源并降低照明成本。此类基础设施开发由层级 3 和层级 4 设施支持，停机时间最短，促进了这些细分市场的成长。

德国资料中心市场的趋势

5G智慧型手机和行动商务的激增将推动资料中心市场的发展

• 德国的智慧型手机使用量正在上升，预计到 2029 年复合年增长率将达到 1.4%。年轻一代的智慧型手机使用量正在增加，约有 81% 的 16-29 岁年轻人使用智慧型手机进行网路购物。此外，它还强调了行动商务如何推动市场成长。此外，智慧型手机网路购物的使用率从 2020 年的 54% 成长至 2021 年的 60% 左右，显示市场的数位包容性。
• 根据 GFU 的资料，智慧型手机的平均价格从 2018 年的 489 欧元左右上涨到 2021 年的 555 欧元。此外，该国的智慧型手机收益从 2019 年的 108.6 亿欧元增长到 2021 年的 11,930 欧元。这凸显了该国买家的智慧型手机购买力和需求，从而推动了智慧型手机数量的增加。随着德国 5G 智慧型手机数量的增加，预计用户将继续购买这些设备，以利用不断扩大的频宽和网路基础设施。主要网路服务供应商的目标是到 2025 年将 5G 服务覆盖范围扩大到几乎全国人口，从而在预测期内推动智慧型手机市场的发展。
• 2021 年智慧型手机普及率为 80%，预计到 2025 年将增至 84% 左右，用户普及率为 89%。这将导致更多的资料生成点，从而在德国创造对资料中心的需求，以提供以智慧型手机为中心的软体和线上储存选项所需的处理平台。

FTTH技术应用激增推动资料中心市场发展

• 德国的大部分网路和互联网基础设施由向家庭和企业提供互联网的铜线网路组成。根据经济合作暨发展组织提供的资料，2019 年纯光纤系统仅占宽频连线的 2%，到 2022 年这一比例将仅上升至 5.4%。儘管营运商已使用向量化技术来增强其铜线网络，但即使在网路可用性良好的地区，也尚未实现 250Mbps 以上的速度。
• 作为欧盟的一部分，「欧洲2020」计画推动网路发展，通用目标是到2020年为50%的家庭提供100Mbps的网速。然而，儘管采用了向量化技术和大规模DSL部署，到2017年，德国祇有约77%的家庭网路速度达到50Mbps左右，与目标相差甚远。然而，在扩大光纤连接方面，德国政府在 2019 年宣布计划投资 120 亿欧元，到 2025 年将实现约 1,000 Mbps 的大规模速度。
• 新冠疫情凸显了对更快网路连线的需求，加速了德国 FTTH 的引进。目标是到 2022 年与 2021 年相比增加约 66%，预计到 2025 年将实现大规模采用。这将吸引更多的资料中心设施和投资机会，以利用预测期内德国的发展。

德国资料中心产业概况

德国资料中心市场适度整合，前五大公司占58.36%的市场。市场的主要企业有：CyrusOne Inc.、Digital Realty Trust Inc.、Equinix Inc.、Iron Mountain Incorporated 和 NTT Ltd（按字母顺序排列）。

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
  • 德国
• 价值炼和通路分析

第六章市场区隔

• 热点
  • 法兰克福
  • 德国其他地区
• 资料中心规模
  • 大规模
  • 超大规模
  • 中等规模
  • 百万
  • 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
    • 其他最终用户

第七章竞争格局

• 市场占有率分析
• 商业状况
• 公司简介.
  • CyrusOne Inc.
  • Digital Realty Trust Inc.
  • Equinix Inc.
  • Global Switch Holdings Limited
  • GlobalConnect AB
  • Iron Mountain Incorporated
  • Leaseweb Global BV
  • Lumen Technologies Inc.
  • Noris Network AG
  • NTT Ltd
  • Telehouse（KDDI Corporation）
  • Vantage Data Centers LLC
• LIST OF COMPANIES STUDIED

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 Germany Data Center Market size is estimated at 1.69 thousand MW in 2025, and is expected to reach 2.33 thousand MW by 2030, growing at a CAGR of 6.64%. Further, the market is expected to generate colocation revenue of USD 3,055.7 Million in 2025 and is projected to reach USD 4,486.7 Million by 2030, growing at a CAGR of 7.98% during the forecast period (2025-2030).

Tier 3 data center accounted for majority share in terms of volume in 2023, and is expected to dominate through out the forecasted period

• The tier 4 segment leads the German data center market based on tier capacity. The segment's capacity is expected to grow from 524.3 MW in 2023 to 1112.5 MW by 2029, with a CAGR of 13.4%. With evolving technology, the German population is increasingly adopting various internet devices such as desktops, tablets, smartphones, consoles, and smart gear for streaming content, home security, online gaming, and other services.
• This trend has led to a shift from traditional desktops or laptops to a range of new devices. Initially, data centers were meant to cater to the minimal requirements of clients. Thus, they were small in size and had Tier 1 & 2 certifications and minimum racks.
• With the growing adoption of new devices and the implementation of a 5G network to provide the necessary speeds to use these devices at the fullest potential, companies are shifting toward facilities that offer uninterrupted computing services. Therefore, the market share of tier 4 facilities is expected to increase from 34% in 2023 to 47.2% in 2029.
• The number of people living in smart cities accounts for around 76%, which is expected to increase further. For instance, smart cities such as Weimar have transitioned their street lighting from traditional bulbs to smart LEDs due to rising energy prices. Around 83% of the lighting has been replaced with the smart lighting system, thus helping save energy of 100,000 kWh and reduce lighting expenses. Such infrastructural developments are supported by tier 3 and 4 facilities with minimal downtimes, thus complementing the growth of these segments in the market.

Germany Data Center Market Trends

Surge in 5G-enabled smartphones and m-commerce is boosting the data center market

• Smartphone usage in Germany is expected to increase and register a CAGR of 1.4% by 2029. Smartphone usage is growing among the younger audience, with about 81% between the ages of 16 and 29 using their smartphones to shop online. It further highlights how m-commerce is driving the market growth. Also, the overall usage of the smartphone for shopping online increased from 54% in 2020 to about 60% in 2021, suggesting the digital inclusiveness of the market.
• The data from GFU suggested that the average price of a smartphone increased from about EUR 489 in 2018 to EUR 555 in 2021. Also, the smartphone revenue generated by the country increased from EUR 10,860 million in 2019 to EUR 11,930 in 2021. This highlights the buying power and requirement of smartphones among the buyers in the country, contributing to the increasing number of smartphones. As more 5G-enabled smartphones are available in Germany, users are expected to continue to buy the devices and leverage the growing bandwidth and network infrastructure. Major network service providers are aiming to extend the 5G service coverage to almost the entire population of the country by 2025, driving the smartphone market during the forecast period.
• With the smartphone adoption rate of 80% in 2021 to increase to about 84% by 2025 and an estimated subscriber penetration rate of 89% by 2025, the region is expected to see a rise in the number of smartphones. This would create more data-generating points, creating demand for data centers to provide the required processing platforms for smartphone-centric software and online storage options in Germany.

Surge in adoption of FTTH technology boost the data center market

• Most of Germany's network and internet infrastructure comprises copper wire networks delivering the internet to households and businesses. The data provided by the Organization for Economic Cooperation and Development suggested only about 2% of the broadband connections accounted for pure fiber-optic systems in 2019, increasing to just 5.4% in 2022, which still indicated more than 90% of the rest of the connections to use improved copper connections. The companies used vectoring technology to enhance the copper wire network, which still could not get speeds exceeding 250 Mbps even in the areas with better network availability.
• Being a part of the EU, "Europe 2020" pushed the network development with a common goal to provide 100 Mbps to 50% of households by 2020. However, despite vectoring technology and large-scale DSL implementation, by 2017, only about 77% of German households received speeds of about 50 Mbps, far less than the targeted speeds. However, for fiber connectivity expansion, in 2019, the German government announced a plan to invest EUR 12 billion to achieve about 1,000 Mbps speed at a large scale by 2025.
• The requirement for faster network connectivity highlighted in the COVID-19 pandemic has hastened the introduction of FTTH in Germany. The data suggested that the country exhibited the third-highest growth rate in FTTH deployment in Europe, with an increase of about 66% in 2022, compared to 2021, with goals for considerable roll-outs by 2025. This would also attract more data center facilities and investment opportunities to leverage the developed conditions in Germany during the forecast period.

Germany Data Center Industry Overview

The Germany Data Center Market is moderately consolidated, with the top five companies occupying 58.36%. The major players in this market are CyrusOne Inc., Digital Realty Trust Inc., Equinix Inc., Iron Mountain Incorporated 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 Germany
• 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 Hotspot
  • 6.1.1 Frankfurt
  • 6.1.2 Rest of Germany
• 6.2 Data Center Size
  • 6.2.1 Large
  • 6.2.2 Massive
  • 6.2.3 Medium
  • 6.2.4 Mega
  • 6.2.5 Small
• 6.3 Tier Type
  • 6.3.1 Tier 1 and 2
  • 6.3.2 Tier 3
  • 6.3.3 Tier 4
• 6.4 Absorption
  • 6.4.1 Non-Utilized
  • 6.4.2 Utilized
    • 6.4.2.1 By Colocation Type
    • 6.4.2.1.1 Hyperscale
    • 6.4.2.1.2 Retail
    • 6.4.2.1.3 Wholesale
    • 6.4.2.2 By End User
    • 6.4.2.2.1 BFSI
    • 6.4.2.2.2 Cloud
    • 6.4.2.2.3 E-Commerce
    • 6.4.2.2.4 Government
    • 6.4.2.2.5 Manufacturing
    • 6.4.2.2.6 Media & Entertainment
    • 6.4.2.2.7 Telecom
    • 6.4.2.2.8 Other End User

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 CyrusOne Inc.
  • 7.3.2 Digital Realty Trust Inc.
  • 7.3.3 Equinix Inc.
  • 7.3.4 Global Switch Holdings Limited
  • 7.3.5 GlobalConnect AB
  • 7.3.6 Iron Mountain Incorporated
  • 7.3.7 Leaseweb Global BV
  • 7.3.8 Lumen Technologies Inc.
  • 7.3.9 Noris Network AG
  • 7.3.10 NTT Ltd
  • 7.3.11 Telehouse (KDDI Corporation)
  • 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