资讯中心能源储存系统市场

在电力弹性和永续性这两大需求的推动下，资料中心储能系统 (ESS) 市场正在快速发展。不间断电源 (UPS) 仍然是基础技术，广泛部署以确保电网故障期间的正常运作。同时，人们对持续时间更长、规模更大的储能系统（包括长时储能系统 (LDES)）的兴趣日益浓厚，这些系统支持脱碳目标，减少对化石燃料发电机的依赖，并促进能源市场的参与。然而，高成本、监管不确定性以及整合挑战仍然限制着这些系统的普及。

本研究报告分析了资料中心储能系统的现状和预测市场，重点关注 UPS 系统。报告探讨了关键驱动因素，例如对 IT 系统弹性、减排和能源成本管理的需求，以及政策不确定性、安全隐患和电网限制等障碍。本报告也探讨了新兴商业模式，例如与公用事业公司合作以及电力购买协议，这些模式推动了新型储能系统的采用，尤其是在超大规模企业中。

鑑于资料中心大规模储能系统尚处于早期阶段，本报告仅提供针对不间断电源 (UPS) 系统的定量预测。这些预测按全球区域、储能技术和资料中心层级细分，并包含截至 2034 年的容量和收入预测。我们也关注近期的併购活动和专案公告，以了解资料中心营运商、公用事业公司和储能供应商如何应对快速变化的能源格局。

目录

第1章 摘要整理

第2章 市场问题

• 简介
• 储存的类型和科技
  • UPS
  • 大规模ESS
• 促进因素
  • 设施弹性
  • 永续发展目标
  • 降低成本
  • 增加资料中心负载
• 抑制因素
  • 成本和投资
  • 政策与监管不确定性
  • 安全性问题
  • 可扩展性和电网约束
• 价格

第3章 产业价值链

• 竞争情形
  • M&A活动
  • 经营模式的演进

第4章 市场预测

• 调查手法
• 全球市场
• 地区市场
  • 北美
  • 欧洲
  • 亚太地区
  • 南美
  • 中东·非洲

第5章 结论·建议

• 3个大的要点
• 推荐事项
  • 资料中心开发商及营运者
  • 能源储存供应商
  • 公共事业
  • 政策筹划者和法规当局

第6章 缩写与简称一览

第7章 目录

第8章 图表

第9章 调查范围，资讯来源，调查手法，註解

The market for energy storage systems (ESS) in data centers is evolving rapidly, shaped by the dual imperatives of power resilience and sustainability. Uninterruptible power supplies (UPS) remain a foundational technology, deployed universally to ensure uptime during grid disturbances. At the same time, interest is growing in longer-duration, large-scale ESS-including long-duration energy storage (LDES)-that can support decarbonization goals, reduce reliance on fossil-fueled generators, and enable participation in energy markets. However, adoption of these systems remains limited due to high costs, regulatory uncertainty, and integration challenges.

This Guidehouse Research report analyzes the current and projected market for ESS in data centers, with a focus on UPS systems. It explores key drivers such as the need for IT system resilience, emissions reduction, and energy cost management, as well as barriers including policy volatility, safety concerns, and grid constraints. The report also examines emerging business models-such as utility partnerships and power purchase agreements-that are enabling new forms of ESS deployment, particularly among hyperscalers.

Given the early-stage nature of large-scale ESS in data centers, the report provides quantitative forecasts only for UPS systems. These forecasts are segmented by world region, storage technology, and data center tier, and include both capacity and revenue projections through 2034. The report also highlights recent M&A activity and project announcements, offering insight into how data center operators, utilities, and storage providers are navigating a rapidly shifting energy landscape.

Table of Contents

1. Executive Summary

• 1.1 Report Scope
• 1.2 Market Drivers and Barriers
• 1.3 Market Forecasts

2. Market Issues

• 2.1 Introduction
• 2.2 Storage Types and Technologies
  • 2.2.1 UPS
  • 2.2.2 Large-Scale ESS
    • 2.2.2.1 LDES
• 2.3 Drivers
  • 2.3.1 Facility Resilience
  • 2.3.2 Sustainability Goals
  • 2.3.3 Cost Reductions
  • 2.3.4 Data Center Load Growth
• 2.4 Barriers
  • 2.4.1 Cost and Investment
  • 2.4.2 Policy and Regulatory Uncertainty
  • 2.4.3 Safety Concerns
  • 2.4.4 Scalability and Grid Constraints
• 2.5 Pricing

3. Industry Value Chain

• 3.1 Competitive Landscape
  • 3.1.1 M&A Activities
  • 3.1.2 Business Model Evolution
    • 3.1.2.1 UPS
    • 3.1.2.2 Large-Scale ESS

4. Market Forecasts

• 4.1 Methodology
• 4.2 Global Market
• 4.3 Regional Markets
  • 4.3.1 North America
  • 4.3.2 Europe
  • 4.3.3 Asia-Pacific
  • 4.3.4 Latin America
  • 4.3.5 Middle East & Africa

5. Conclusions and Recommendations

• 5.1 Three Big Takeaways
• 5.2 Recommendations
  • 5.2.1 Data Center Developers and Operators
  • 5.2.2 Energy Storage Providers
  • 5.2.3 Utilities
  • 5.2.4 Policymakers and Regulators

6. Acronym and Abbreviation List

7. Table of Contents

8. Table of Charts and Figures

9. Scope of Study, Sources and Methodology & Notes

List of Tables

• Table 2-1. Energy Storage Technology Comparison
• Table 3-1. Data Center UPS Capacity Market Share by Region: 2025 and 2034
• Table 3-2. Recent M&A and Investment Activity, Data Center Market
• Table 3-3. Recent Large-Scale ESS Projects, Data Center Market

List of Figures

• Chart 1-1. Annual Data Center UPS Capacity Additions by Region, World Markets: 2025-2034
• Chart 4-1. Annual Data Center UPS Capacity Additions by Region, World Markets: 2025-2034
• Chart 4-2. Annual Data Center UPS Capacity Additions by Data Center Tier, World Markets: 2025-2034
• Chart 4-3. Annual Data Center UPS Capacity Additions by Storage Technology, World Markets: 2025-2034
• Chart 4-4. Annual Data Center UPS Revenue by Data Center Tier, World Markets: 2025-2034
• Chart 4-5. Annual Data Center UPS Revenue by Storage Technology, World Markets: 2025-2034
• Chart 4-6. Cumulative Data Center UPS Capacity Additions by Region, World Markets: 2025-2034
• Chart 4-7. Annual Data Center UPS Capacity Additions by Storage Technology, North America: 2025-2034
• Chart 4-8. Annual Data Center UPS Capacity Additions by Storage Technology, Europe: 2025-2034
• Chart 4-9. Annual Data Center UPS Capacity Additions by Storage Technology, Asia-Pacific: 2025-2034
• Chart 4-10. Annual Data Center UPS Capacity Additions by Storage Technology, Latin America: 2025-2034
• Chart 4-11. Annual Data Center UPS Capacity Additions by Storage Technology, Middle East & Africa: 2025-2034
• Figure 3-1. Data Center ESS Industry Value Chain