马来西亚资料中心市场占有率分析、行业趋势和成长预测（2025-2030 年）

马来西亚资料中心市场规模预计在 2025 年达到 1,260MW，预计到 2030 年将达到 2,530MW，复合年增长率为 15.01%。

预计主机託管收益将在 2025 年达到 7.1 亿美元，到 2030 年将达到 18.732 亿美元，预测期内（2025-2030 年）的复合年增长率为 21.41%。

2023 年，Tier 3 资料中心将占据大部分市场占有率，并将成为预测期内成长最快的市场

• 马来西亚资料中心市场的一级和二级细分市场的 IT 负载容量在 2021 年达到 0.59MW，到 2022 年成长到 2.39MW。预计到 2029 年将达到 3.59 MW，复合年增长率为 5.99%。然而，Tier 3 段在 2021 年的 IT 负载容量为 257.85 兆瓦。预计该容量将从 2022 年的 457.66 兆瓦成长到 2029 年的 1,379.11 兆瓦，复合年增长率为 17.07%。第三层级的成长率高于其他层级。
• Tier 3 资料中心能够进行并发维护，允许对电源或冷却系统进行计划维护工作，而无需中断资料中心内电脑硬体的运作。许多通讯业者正致力于在该国建立三级设施。资料中心等数位基础设施的发展将在实现5G应用方面发挥核心作用。此外，各投资者已签署协议，将在该国推出 5G 服务。例如，2022年11月，马来西亚通讯业者Celcom与DiGi核准了一项合併协议。一旦两家公司完全合併，新公司将成为通讯业者，拥有超过2,000万用户。
• 预计 Tier 4 资料中心领域在不久的将来将保持停滞状态，但未来几年可能会提供成长机会。目前，TelcoHubeXchange 和 Regal Orion Sdn Bhd 是马来西亚仅有的两家拥有 Tier 4 认证设施的公司。

马来西亚资料中心市场趋势

不断增长的数位消费需求将推动马来西亚的资料中心需求

• 到 2022 年，马来西亚的智慧型手机用户数量将达到 2,946 万人。预计到 2029 年，人口将达到 3,254 万，预测期内的复合年增长率为 1.43%。
• 根据谷歌对马来西亚行动搜寻的调查结果，52％的人口使用行动电话进行搜寻，36％使用个人电脑或笔记型电脑，12％使用平板电脑。因此，马来西亚高达 64% 的搜寻都是透过行动装置进行的。由于新冠肺炎疫情爆发和严格实施包括全天待在室内的行动管制令，马来西亚的网路流量在2020年3月第一週增加了23%。第二週增加了8.6%，但有关网速慢的申诉也开始浮出水面。这可能是由于活跃网路用户数量的增加。
• 马来西亚在2020年疫情爆发至2021年第一季期间新增了300万数位消费者。鑑于马来西亚55.9%的电子商务交易是在行动装置上完成的，《2022年马来西亚数位报告》称，智慧型手机普及率的提高意味着未来几年将有更多人选择网路购物。

5G 的扩展以及马来西亚通讯业者Celcom 和 DiGi 之间正在进行的合併正在推动马来西亚资料中心容量的增加。

• 马来西亚主要的通讯业者包括 Celcom、Digi、Maxis、U Mobile、Telekom Malaysia 和 Time dotCom。以马来西亚实际地理行动网路覆盖范围而言，Celcom 以 9.2 分（满分 10 分）位居第一，其次是 Digi 和 Maxis，各得 8.6 分，U Mobile 得 7.7 分，Unifi 得 7.0 分。
• 爱立信在马来西亚 5G 服务领域处于领先地位，与 Digital Nasional Berhad 密切合作，为该国提供世界一流的 5G 网路。 5G将成为马来西亚数位转型的催化剂，并为IR4.0奠定平台。目前，马来西亚政府已确定700MHz、3.5GHz和26/28GHz为马来西亚推出5G的先锋频段。
• 马来西亚电信业者Celcom 和 DiGi 也核准了合併协议。一旦两家公司完全合併，新公司将成为马来西亚最大的通讯业者，拥有超过2,000万用户。该公司还声称，5G技术的引进将对该国GDP产生1,500亿令吉的正面影响，并创造75万个就业机会。

马来西亚资料中心产业概况

马来西亚资料中心市场适度整合，前五大公司占据62.24％的市占率。该市场的主要企业包括 Bridge Data Center（秦皇岛金沙江集团）、Keppel DC REIT Management Pte。 Ltd、NTT Ltd、VADS BERHAD（TM One）和杨忠礼资料中心控股私人有限公司（YTL Power International Berhad）。

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
• 每部智慧型手机的数据流量
• 行动数据速度
• 宽频数据速度
• 光纤连接网路
• 法律规范
  • 马来西亚
• 价值炼和通路分析

第六章市场区隔

• 热点
  • 赛城 – 吉隆坡
  • 新山
  • 马来西亚其他地区
• 资料中心规模
  • 大规模
  • 超大规模
  • 中等规模
  • 超大规模
  • 小规模
• 等级类型
  • 1级和2级
  • 第 3 层
  • 第 4 层
• 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

第七章竞争格局

• 市场占有率分析
• 商业状况
• 公司简介
  • AIMS DATA CENTRE SDN BHD
  • Bridge Data Center（Chindata Group）
  • Csf Group
  • HDC Data Centre SDN BHD（HDC）
  • IPServerOne
  • Keppel DC REIT Management Pte. Ltd
  • NTT Ltd
  • Open DC SDN BHD
  • TelcoHubeXchange
  • VADS BERHAD（TM One）
  • YTL Data Center Holdings Pte Ltd（YTL Power International Berhad）
  • Zenlayer Inc.

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
  • 全球市场规模与DRO
• 资讯来源及延伸阅读
• 图表清单
• 关键见解
• 数据包
• 词彙表

The Malaysia Data Center Market size is estimated at 1.26 thousand MW in 2025, and is expected to reach 2.53 thousand MW by 2030, growing at a CAGR of 15.01%. Further, the market is expected to generate colocation revenue of USD 710 Million in 2025 and is projected to reach USD 1,873.2 Million by 2030, growing at a CAGR of 21.41% during the forecast period (2025-2030).

Tier 3 data centers accounts for majority market share in 2023, it is the fastest growing in forecasted period

• The tier 1 & 2 segment of the Malaysian data center market reached an IT load capacity of 0.59 MW in 2021 and then grew to 2.39 MW in 2022. The capacity is expected to reach 3.59 MW by 2029, recording a CAGR of 5.99%. However, the tier 3 segment recorded an IT load capacity of 257.85 MW in 2021. The capacity is anticipated to grow from 457.66 MW in 2022 to 1,379.11 MW by 2029, registering a CAGR of 17.07%. The tier 3 segment has a higher growth rate than all other tiers.
• A tier 3 data center is concurrently maintainable, allowing for any planned maintenance activity of power and cooling systems to take place without disrupting the operations of computer hardware located in the data center. Most telecom operators are focusing on establishing tier 3 facilities in the country as they prevent uneven disturbances. The development of digital infrastructure, such as data centers, is central to enabling 5G applications. Various investors are also signing agreements to launch 5G services in the country. For instance, in November 2022, Malaysian telcos Celcom and DiGi approved a merger agreement. Once the two companies are fully merged, the new entity will be one of the largest carriers in Malaysia, with over 20 million subscribers.
• The tier 4 data center segment is expected to remain stagnant in the near future but will see increased opportunities over the coming years. Currently, TelcoHubeXchange and Regal Orion Sdn Bhd are the only companies with Tier 4 certified facilities in Malaysia.

Malaysia Data Center Market Trends

Growth in digital consumers boost the data center demand in country

• The total number of smartphone users in the country was 29.46 million in 2022. This is expected to witness a CAGR of 1.43% during the forecast period, reaching 32.54 million by 2029.
• According to Google's research findings regarding mobile searches in Malaysia, a share as high as 52% of the population use mobile phones to search, 36% use their computers or laptops, and 12% use tablets. Thus, a staggering 64% of the searches performed in Malaysia are through mobile devices. Due to the COVID-19 pandemic and the strict enforcement of MCO, which included remaining indoors at all times, internet traffic in Malaysia recorded a 23% increase in the first week of March 2020. While the second week saw an 8.6% increase, complaints of slow internet speeds also began emerging. This could be due to the growing number of active internet users.
• Malaysia added three million new digital consumers between the pandemic's start in 2020 and the first quarter of 2021. Considering that 55.9% of e-commerce transactions in Malaysia are completed on a mobile device, the growing smartphone penetration means more people will opt to shop online over the coming years, according to the Digital 2022-Malaysia report.

Expansion of 5G and rising mergers between companies such as Malaysian telcos Celcom and DiGi increase data center facilities in Malaysia

• Major telecommunication operators in Malaysia include Celcom, Digi, Maxis, U Mobile, Telekom Malaysia, and Time dotCom. In terms of actual geographical mobile network coverage in Malaysia, Celcom is ranked first, with 9.2 out of 10 points, followed by Digi and Maxis, which have 8.6 points each, followed by U Mobile with 7.7 points and Unifi with 7.0 points.
• Ericsson is at the forefront of 5G services in Malaysia, where it is working closely with Digital Nasional Berhad to deliver a world-class 5G network for Malaysia. 5G will serve as the catalyst for Malaysia's digital transformation and provide the platform for IR4.0. Currently, the government has identified 700MHz, 3.5GHz, and 26/28GHz as the pioneer spectrum bands for the roll-out of 5G in Malaysia.
• Malaysian telcos Celcom and DiGi have also approved a merger agreement. Once the two companies are fully merged, the new entity will be the largest carrier in Malaysia, with over 20 million subscribers. The company also said that the implementation of 5G technology would have a positive impact of MYR 150 billion on the country's GDP and create 750,000 jobs.

Malaysia Data Center Industry Overview

The Malaysia Data Center Market is moderately consolidated, with the top five companies occupying 62.24%. The major players in this market are Bridge Data Center (Chindata Group), Keppel DC REIT Management Pte. Ltd, NTT Ltd, VADS BERHAD (TM One) and YTL Data Center Holdings Pte Ltd (YTL Power International Berhad) (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 Malaysia
• 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 Cyberjaya-Kuala Lumpur
  • 6.1.2 Johor Bahru
  • 6.1.3 Rest of Malaysia
• 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 AIMS DATA CENTRE SDN BHD
  • 7.3.2 Bridge Data Center (Chindata Group)
  • 7.3.3 Csf Group
  • 7.3.4 HDC Data Centre SDN BHD (HDC)
  • 7.3.5 IPServerOne
  • 7.3.6 Keppel DC REIT Management Pte. Ltd
  • 7.3.7 NTT Ltd
  • 7.3.8 Open DC SDN BHD
  • 7.3.9 TelcoHubeXchange
  • 7.3.10 VADS BERHAD (TM One)
  • 7.3.11 YTL Data Center Holdings Pte Ltd (YTL Power International Berhad)
  • 7.3.12 Zenlayer Inc.
• 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