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市场调查报告书
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1851273

货柜型资料中心：市场占有率分析、产业趋势、统计资料和成长预测（2025-2030 年）

Containerized Data Center - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 120 Pages | 商品交期: 2-3个工作天内

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简介目录

预计到 2025 年，货柜型资料中心市场规模将达到 171.3 亿美元，到 2030 年将达到 400.2 亿美元，年复合成长率为 18.49%。

容器化资料中心市场-IMG1

5G部署、边缘运算以及更严格的永续性要求正在推动对快速部署容量的强劲需求，并持续扩大订单规模。超大规模业者正在利用货柜模组来弥补长达数年的建设延误，企业也在部署货柜模组以满足资料主权法规的要求。预製组件的高效性正在缩小电源使用效率 (PUE) 的差距，降低整体拥有成本，并使行动性成为竞争优势。供应商正在结合液冷、热回收以及核能或氢能微电网来捕获多余的电力，使货柜型资料中心市场有望实现两位数的持续成长。

全球货柜型资料中心市场趋势与洞察

边缘/5G部署加速了微型站点的发展

通讯正在部署数千个微边缘节点以支援超低延迟服务，他们选择模组化单元，这些单元只需几週即可订购并「启用」。 2024 年 5 月对 ANSI/TIA-942-C 标准的更新将创建 A 型和 B 型微边缘评级，为营运商提供统一的合规路径并加快采购週期。货柜式外形设计使供应商能够随着覆盖范围的演变重新部署容量，从而增强货柜型资料中心在人口密集的城市中心和偏远农村地区的市场地位。需求涵盖自动驾驶汽车、工业IoT和扩增实境/虚拟实境 (AR/VR) 等领域，所有这些领域都需要在网路边缘实现持续低于 10 毫秒的延迟。供应商现在将 5G 无线电、MEC 伺服器和电池储存捆绑到单吊装单元中，从而缩短部署时间并降低资本风险。随着 5G 密集化预计将在 2026 年达到峰值，第二波专用网路计划可能会活性化微站点的发展。

一级枢纽运力短缺

北维吉尼亚、硅谷和伦敦的土地、电力和授权瓶颈导致新的超大规模货柜型资料中心计划推迟到2028年性能验证使用，迫使营运商租赁可在8到12週内运作的临时模组化容量。因此，货柜式资料中心市场正从临时性容量溢出转向策略性布局，使云端公司能够在电网受限的情况下维持客户服务水准协定（SLA）。维吉尼亚州的房地产投资者报告称，位于变电站升级改造附近的模组化园区可获得超过20%的入住溢价。企业将模组化资料中心视为应对审批延迟和电网中断的保障，许多企业计划在永久性资料中心投入使用后重新部署其模组化单元。

有限的机架密度和超大规模需求

虽然标准的 40 英尺货柜通常每个机架支援 10-15 千瓦的功率，每个模组的 IT 功耗上限为 60-180 千瓦，但专用超大规模机房的密度可达 20-40 千瓦，在类似的占地面积内可达 300-500 千瓦。因此，每个机架需要数百个 GPU 的 AI 和 HPC 丛集需要多个货柜和专门的液冷维修，从而推高了每兆瓦的资本成本。在东京和法兰克福等平方公尺的房地产市场，密度差距甚至更大。供应商正在透过浸没式冷板设计来应对，但部署验证案例仍然有限。在密度达到平衡之前，一些超大规模架构师可能会将货柜式系统保留用于周边设备和瞬态负载。

细分市场分析

2024年，在银行、金融服务和保险（BFSI）以及政府资产管理法规的推动下，购买模式将占据货柜型资料中心市场份额的78.2%。然而，租赁/「空白空间即服务」（White-Space-as-a-Service）的复合年增长率（CAGR）高达20.1%。早期采用者指出，捆绑式监控和更新服务能够减轻员工负担，并降低技术过时的风险。惠普企业（Hewlett Packard Enterprise）的设施即服务（Facility-as-a-Service）提供多年效能保障服务等级协定（SLA），这表明现有供应商正在积极拥抱订阅模式。

租赁模式使中型企业也能轻鬆获得高规格的资料中心容量，并扩大了货柜型资料中心在城域网路和边缘应用场景中的市场份额。新兴企业可以避免前期投资，大型企业则可以降低残值风险。租赁期满后，企业可以灵活地退还、重新部署或更换模组，这同样契合了人工智慧动态工作负载的特性。然而，在安全级别和客製化工程比租赁更重要的领域，购买模式可能会继续存在。

到2024年，符合ISO 40英尺标准的货柜将占货柜型资料中心市场规模的54.6%，这得益于全球货运标准和机架成本的降低。客製化/一体化撬装式资料中心以19.7%的复合年增长率成长，可提供更高的机架数量、晶片级直接冷却和整合式板载UPS，对人工智慧和分析丛集极具吸引力。 UL 2755认证确保其安全性与固定式资料中心相当，从而降低了企业的采购门槛。

对客製化热外壳的需求正促使供应商将30kW以上的机架和热回收迴路设计成非标准尺寸，这提高了平均售价，同时与待开发区机房相比，也加快了部署速度。随着机架功率在2026年后持续成长，许多超大规模热感正在考虑采用客製化撬装方案，将其作为在可再生能源输送点附近安装GPU的唯一可行途径。虽然ISO 20英尺机箱的应用范围有限，但对于电信边缘机房和空间受限的都市区屋顶来说，它仍然是可行的选择。

货柜型资料中心市场按所有权类型（购买、租赁/「空间即服务」）、货柜类型（ISO 20 英尺、ISO 40 英尺、客製化/一体化撬装）、部署位置（核心/园区、边缘/微型、远端/恶劣环境）、最终用户产业（IT 和通讯、银行、金融服务和保险等）以及地区进行细分。市场预测以美元计价。

区域分析

北美地区将占2024年总收入的29.3%，这主要得益于德克萨斯州、乔治亚和亚伯达等地将加密货币挖矿大规模转型为人工智慧园区。美国正积极采用模组化设计，以避免新电网互联计画出现多年积压；加拿大则采用加强型货柜用于沥青砂监测和北极宽频网关。墨西哥近岸外包业务的復兴正促使墨西哥加工出口区（maquiladora）的工厂主部署边缘货柜，将即时品质资料与美国物流中心同步。这些趋势巩固了货柜型资料中心市场作为跨洲策略布局的地位。

亚太地区是成长最快的区域，年复合成长率达18.5%。中国、印度和东协正在大力推动5G宏网路建设和智慧城市试点计画。一些国家提前批准了货柜丛集的建设。印度的资料在地化政策将使云端服务供应商能够将公民资料集中储存在更靠近消费区域的地方，从而提振对微区域资料中心的需求。日本和澳洲则重视钢骨模组固有的抗震抗旋风性能。这些多元化的因素正在巩固该地区的订单储备。

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 引言

  • 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 市场情势

  • 市场概览
  • 市场驱动因素
    • 便携性和快速部署
    • 边缘/5G部署加速微型站点建设
    • 一级枢纽资料中心容量不足
    • 节能型预製构件可降低总拥有成本
    • 基于SMR的微电网可实现离网直流供电
    • 加密货币向人工智慧网站的转型释放了被搁置的能量
  • 市场限制
    • 有限的机架和计算密度与超大规模需求不符
    • 与传统资料中心整合的复杂性
    • ISO货柜供应链瓶颈
    • 液冷改装会增加资本支出
  • 供应链分析
  • 监管环境
  • 技术展望
  • 波特五力模型
    • 供应商的议价能力
    • 买方的议价能力
    • 新进入者的威胁
    • 替代品的威胁
    • 竞争的激烈程度
  • 评估市场的宏观经济因素

第五章 市场规模与成长预测

  • 依所有权类型
    • 购买
    • 租赁/閒置频段即服务
  • 按容器类型
    • ISO 20-ft
    • ISO 40-ft
    • 客製化/一体式滑橇
  • 按地区
    • 核心/校园
    • 边缘/微
    • 偏远/恶劣环境
  • 按最终用户行业划分
    • 资讯科技/通讯
    • BFSI
    • 政府和国防部
    • 卫生保健
    • 教育
    • 其他的
  • 按地区
    • 北美洲
      • 美国
      • 加拿大
      • 墨西哥
    • 南美洲
      • 巴西
      • 阿根廷
      • 其他南美洲
    • 欧洲
      • 德国
      • 英国
      • 法国
      • 荷兰
      • 其他欧洲地区
    • 亚太地区
      • 中国
      • 日本
      • 印度
      • 韩国
      • 澳洲和纽西兰
      • 亚太其他地区
    • 中东和非洲
      • 中东
      • 阿拉伯聯合大公国
      • 沙乌地阿拉伯
      • 土耳其
      • 其他中东地区
      • 非洲
      • 南非
      • 埃及
      • 奈及利亚
      • 其他非洲地区

第六章 竞争情势

  • 市场集中度
  • 策略趋势
  • 市占率分析
  • 公司简介
    • Vertiv
    • Schneider Electric
    • Huawei Technologies
    • Dell Technologies
    • Hewlett Packard Enterprise
    • IBM Corporation
    • Cisco Systems
    • Rittal GmbH and Co. KG
    • Delta Electronics
    • Eaton Corporation
    • Johnson Controls
    • PCX Corporation
    • BMarko Structures
    • Baselayer Technology
    • Flexenclosure（Xerxes）
    • Cirrascale Cloud Services
    • ZTE Corporation
    • AST Modular（subs. of Schneider）
    • Cannon Technologies
    • EdgeMicro/EDJX
    • Compass Datacenters
    • EdgeConneX
    • Vertiv（Emerson Network Power legacy）
    • Stulz GmbH

第七章 市场机会与未来展望

简介目录
Product Code: 48053

The containerized data center market stood at USD 17.13 billion in 2025 and is forecast to reach USD 40.02 billion by 2030, advancing at an 18.49% CAGR.

Containerized Data Center - Market - IMG1

Surging demand for rapid-deployment capacity, driven by 5G rollouts, edge computing, and stricter sustainability mandates, continues to lengthen order books. Hyperscale operators use container modules to bridge multi-year construction lags, while enterprises deploy them to meet data-sovereignty rules. Prefabricated efficiencies are tightening power usage effectiveness (PUE) margins and lowering total cost of ownership, making mobility a competitive differentiator. Vendors combine liquid cooling, heat-recovery, and nuclear or hydrogen micro-grids to unlock stranded power, positioning the containerized data center market for sustained double-digit expansion.

Global Containerized Data Center Market Trends and Insights

Edge/5G build-outs accelerate micro-sites

Telecom carriers are rolling out thousands of micro edge nodes to support ultra-low-latency services, choosing modular units that move from purchase order to "lights on" in weeks. The May 2024 ANSI/TIA-942-C update created Type A and Type B micro-edge ratings, giving operators a uniform compliance path and accelerating procurement cycles. Container form factors let providers relocate capacity as coverage maps evolve, strengthening the containerized data center market presence in dense urban cores and rural gaps alike. Demand spans autonomous vehicles, industrial IoT, and AR/VR, all of which require consistent sub-10 ms latency at the network edge. Vendors now bundle 5G radios, MEC servers, and battery storage into single-lift units, compressing deployment timelines and capital risk. As 5G densification peaks in 2026, a second wave of private-network projects will keep micro-site pipelines active.

Capacity shortages in Tier-1 hubs

Land, power, and permitting bottlenecks in Northern Virginia, Silicon Valley, and London have pushed new hyperscale projects into 2028 commissioning windows, forcing operators to lease interim modular capacity that can be live in 8-12 weeks. The containerized data center market thus shifts from temporary overflow to strategic footprint, enabling cloud firms to preserve customer SLAs despite grid constraints. Real-estate investors in Virginia report occupancy premiums topping 20% for modular campuses positioned near substation upgrades. Enterprises view the modules as insurance against entitlement delays and grid curtailments, and many plan to redeploy units once permanent halls come online.

Limited rack density vs hyperscale needs

ISO 40-foot boxes typically support 10-15 kW per rack, capping a single module at 60-180 kW IT power, whereas purpose-built hyperscale suites reach 20-40 kW densities and 300-500 kW in comparable floor area. AI and HPC clusters demanding hundreds of GPUs per rack therefore require multiple containers or specialized liquid-cooling retrofits, inflating capital cost per MW. The density gap is magnified in high-real-estate markets like Tokyo and Frankfurt, where every square meter carries a premium. Vendors answer with immersed cold-plate designs, yet deployment proof points remain limited. Until density parity closes, some hyperscale architects will reserve containerized systems for peripheral or transitional loads.

Other drivers and restraints analyzed in the detailed report include:

  1. Energy-efficient prefabrication lowers TCO
  2. SMR-powered micro-grids enable off-grid DCs
  3. Legacy estate integration complexity

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

The Purchase option held 78.2% of containerized data center market share in 2024, fueled by BFSI and government mandates for asset control. However, Lease/"White-Space-as-a-Service" is growing at 20.1% CAGR as CFOs pivot to OpEx models that track utilization. Early adopters note that bundled monitoring and refresh services reduce staffing burdens and de-risk technology obsolescence. Hewlett Packard Enterprise's Facility-as-a-Service offering guarantees performance SLAs over multi-year terms, signaling that incumbent vendors embrace subscription economics.

Leasing democratizes high-spec capacity for mid-tier firms, swelling the containerized data center market footprint across secondary metros and edge use cases. Start-ups avoid upfront capital outlays, while large enterprises offload residual-value risk. The flexibility to return, relocate, or swap modules after the term also fits volatile AI workload profiles. Purchase models will persist where security classification or custom engineering outweigh leasing's convenience, yet the service curve is poised to steepen through 2030.

ISO 40-foot shells retained 54.6% of containerized data center market size in 2024, benefiting from global freight standards and lower per-rack cost. Customized/All-in-One Skids, advancing at 19.7% CAGR, integrate higher rack counts, direct-to-chip liquid cooling, and on-board UPS, appealing to AI and analytics clusters. UL 2755 certification assures safety parity with fixed facilities, easing enterprise procurement hurdles.

Demand for bespoke thermal envelopes pushes vendors to engineer 30 kW-plus racks and heat-reuse loops inside nonstandard footprints, lifting average selling price yet compressing deployment times compared with greenfield halls. As rack power escalates post-2026, many hyperscale architects view custom skids as the only pragmatic route to situate GPUs near renewable feed-in points. ISO 20-foot boxes, while niche, remain relevant for telecom edge shelters and space-constrained urban rooftops.

Containerized Data Center Market is Segmented by Ownership Type ( Purchase, Lease / "White-Space-As-A-Service"), Container Type (ISO 20-Ft, ISO 40-Ft, Customized/All-in-One Skids), Deployment Location ( Core / Campus, Edge / Micro, Remote / Harsh-Environment), End User Industry (IT and Telecommunications, BFSI and More), and by Geography. The Market Forecasts are Provided in Terms of Value (USD).

Geography Analysis

North America held 29.3% of 2024 revenue, anchored by hyperscale conversions of crypto mines into AI campuses across Texas, Georgia, and Alberta. The United States absorbs modules to circumvent multi-year queue backlogs for new grid interconnects, while Canada employs ruggedized pods for tar-sand monitoring and Arctic broadband gateways. Mexico's near-shoring renaissance drives maquiladora plant owners to install edge pods that sync real-time quality data with US logistics hubs. Together these trends reinforce the containerized data center market as a strategic overlay across the continent.

Asia-Pacific, the fastest-growing region at 18.5% CAGR, scales 5G macro builds and smart-city pilots across China, India, and ASEAN. Provinces grant accelerated permits for container clusters that can later shift sites as urban plans evolve. India's data-localization rulebook boosts demand for micro-regional pods, allowing cloud providers to ring-fence citizen data near consumption zones. Japan and Australia value seismic and cyclone resilience inherent in steel-framed modules. Collectively, diversified drivers keep the region's order pipeline robust.

  1. Vertiv
  2. Schneider Electric
  3. Huawei Technologies
  4. Dell Technologies
  5. Hewlett Packard Enterprise
  6. IBM Corporation
  7. Cisco Systems
  8. Rittal GmbH and Co. KG
  9. Delta Electronics
  10. Eaton Corporation
  11. Johnson Controls
  12. PCX Corporation
  13. BMarko Structures
  14. Baselayer Technology
  15. Flexenclosure (Xerxes)
  16. Cirrascale Cloud Services
  17. ZTE Corporation
  18. AST Modular (subs. of Schneider)
  19. Cannon Technologies
  20. EdgeMicro / EDJX
  21. Compass Datacenters
  22. EdgeConneX
  23. Vertiv (Emerson Network Power legacy)
  24. Stulz GmbH

Additional Benefits:

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

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions and Market Definition
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET LANDSCAPE

  • 4.1 Market Overview
  • 4.2 Market Drivers
    • 4.2.1 Portability and rapid deployment
    • 4.2.2 Edge/5G build-outs accelerate micro-sites
    • 4.2.3 Data-center capacity shortages in Tier-1 hubs
    • 4.2.4 Energy-efficient prefabrication lowers TCO
    • 4.2.5 SMR-powered micro-grids enable off-grid DCs
    • 4.2.6 Crypto-to-AI site conversions unlock stranded power
  • 4.3 Market Restraints
    • 4.3.1 Limited rack and compute density vs hyperscale needs
    • 4.3.2 Integration complexity with legacy DC estates
    • 4.3.3 ISO-container supply-chain bottlenecks
    • 4.3.4 Liquid-cooling retrofits raise CAPEX
  • 4.4 Supply-Chain Analysis
  • 4.5 Regulatory Landscape
  • 4.6 Technological Outlook
  • 4.7 Porter's Five Forces
    • 4.7.1 Bargaining Power of Suppliers
    • 4.7.2 Bargaining Power of Buyers
    • 4.7.3 Threat of New Entrants
    • 4.7.4 Threat of Substitutes
    • 4.7.5 Intensity of Rivalry
  • 4.8 Assesment of Macroeconomic Factors on the Market

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

  • 5.1 By Ownership Type
    • 5.1.1 Purchase
    • 5.1.2 Lease / White-Space-as-a-Service
  • 5.2 By Container Type
    • 5.2.1 ISO 20-ft
    • 5.2.2 ISO 40-ft
    • 5.2.3 Customized/All-in-One Skids
  • 5.3 By Deployment Location
    • 5.3.1 Core / Campus
    • 5.3.2 Edge / Micro
    • 5.3.3 Remote / Harsh-Environment
  • 5.4 By End-User Industry
    • 5.4.1 IT and Telecommunications
    • 5.4.2 BFSI
    • 5.4.3 Government and Defense
    • 5.4.4 Healthcare
    • 5.4.5 Education
    • 5.4.6 Others
  • 5.5 By Geography
    • 5.5.1 North America
      • 5.5.1.1 United States
      • 5.5.1.2 Canada
      • 5.5.1.3 Mexico
    • 5.5.2 South America
      • 5.5.2.1 Brazil
      • 5.5.2.2 Argentina
      • 5.5.2.3 Rest of South America
    • 5.5.3 Europe
      • 5.5.3.1 Germany
      • 5.5.3.2 United Kingdom
      • 5.5.3.3 France
      • 5.5.3.4 Netherlands
      • 5.5.3.5 Rest of Europe
    • 5.5.4 Asia-Pacific
      • 5.5.4.1 China
      • 5.5.4.2 Japan
      • 5.5.4.3 India
      • 5.5.4.4 South Korea
      • 5.5.4.5 Australia and New Zealand
      • 5.5.4.6 Rest of Asia-Pacific
    • 5.5.5 Middle East and Africa
      • 5.5.5.1 Middle East
      • 5.5.5.1.1 United Arab Emirates
      • 5.5.5.1.2 Saudi Arabia
      • 5.5.5.1.3 Turkey
      • 5.5.5.1.4 Rest of Middle East
      • 5.5.5.2 Africa
      • 5.5.5.2.1 South Africa
      • 5.5.5.2.2 Egypt
      • 5.5.5.2.3 Nigeria
      • 5.5.5.2.4 Rest of Africa

6 COMPETITIVE LANDSCAPE

  • 6.1 Market Concentration
  • 6.2 Strategic Moves
  • 6.3 Market Share Analysis
  • 6.4 Company Profiles (includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share for key companies, Products and Services, and Recent Developments)
    • 6.4.1 Vertiv
    • 6.4.2 Schneider Electric
    • 6.4.3 Huawei Technologies
    • 6.4.4 Dell Technologies
    • 6.4.5 Hewlett Packard Enterprise
    • 6.4.6 IBM Corporation
    • 6.4.7 Cisco Systems
    • 6.4.8 Rittal GmbH and Co. KG
    • 6.4.9 Delta Electronics
    • 6.4.10 Eaton Corporation
    • 6.4.11 Johnson Controls
    • 6.4.12 PCX Corporation
    • 6.4.13 BMarko Structures
    • 6.4.14 Baselayer Technology
    • 6.4.15 Flexenclosure (Xerxes)
    • 6.4.16 Cirrascale Cloud Services
    • 6.4.17 ZTE Corporation
    • 6.4.18 AST Modular (subs. of Schneider)
    • 6.4.19 Cannon Technologies
    • 6.4.20 EdgeMicro / EDJX
    • 6.4.21 Compass Datacenters
    • 6.4.22 EdgeConneX
    • 6.4.23 Vertiv (Emerson Network Power legacy)
    • 6.4.24 Stulz GmbH

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

  • 7.1 White-space and Unmet-Need Assessment