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市场调查报告书
商品编码
1679182
资料中心现场太阳能光电市场预测至 2030 年:按组件、资料中心类型、部署类型、技术、应用和地区进行的全球分析On-Site Photovoltaic Solar Power for Data Centers Market Forecasts to 2030 - Global Analysis by Component, Data Center Type, Deployment Mode, Technology, Application and By Geography |
根据 Stratistics MRC 的数据,全球资料中心现场太阳能市场规模预计在 2024 年达到 242 亿美元,到 2030 年将达到 523 亿美元,预测期内的复合年增长率为 13.7%。
资料中心现场光伏(PV)是指直接在资料中心设施上发电的太阳能係统。这些系统由太阳能电池板、逆变器和电池储存解决方案组成,将阳光转化为可用电能,减少对电网电力和石化燃料的依赖。现场太阳能帮助资料中心实现能源效率,降低营运成本,并透过减少碳排放实现永续性目标。
据Cloudscene称,截至2022年,美国是全球最大的资料中心市场,拥有约5,375个资料中心。
资料中心的能源需求不断增加
资料中心不断增长的能源需求推动了对经济高效且永续的能源解决方案的需求,从而推动了现场太阳能光伏 (PV) 行业的发展。由于云端运算、人工智慧和数位服务的成长,资料中心必须应对日益增长的电力需求。现场太阳能提供可靠的可再生替代能源,降低营运成本和对电网的依赖。由于环境承诺和减碳目标,资料中心也被迫使用太阳能,这正在加速全球市场的扩张和吸收。
初期投资高
资料中心现场太阳能发电所需的高额前期投资是市场扩展的一大障碍。太阳能电池板、能源储存和电网整合的高安装成本阻碍了其广泛应用,尤其是对于较小的资料中心。这种经济负担减缓了回报,使得替代能源更具吸引力。此外,较长的投资回收期和财务限制也阻碍了其广泛应用并减缓了市场成长。
技术进步
技术进步透过提高能源效率、可靠性和扩充性推动了资料中心现场太阳能光伏(PV)市场的发展。高效能太阳能板、双面组件和先进逆变器等技术创新将增加发电量。锂离子电池和固态电池等电池储存技术的进步将使人们即使在阳光间歇的情况下也能实现全天候能源供应。智慧电网整合和人工智慧主导的能源管理优化了消耗并降低了营运成本。这些进步正在加速其在旨在实现永续性和能源独立的资料中心的应用。
间歇性和能源储存的挑战
间歇性和能源储存问题阻碍了资料中心采用现场太阳能。太阳能发电的发电量会随着天气而波动,导致电力供应不稳定。由于电池等能源储存解决方案有限且昂贵,因此确保不间断运作非常困难。这些挑战将导致对备用电源的依赖增加,减少成本节约和永续性效益,减缓市场成长和渗透。
COVID-19 的影响
新冠疫情扰乱了资料中心现场太阳能市场,导致供应链中断、劳动力短缺以及因封锁而导致的计划安装延迟。然而,这场危机加速了数位转型,增加了资料中心的能源需求。各国政府在復苏计画中优先考虑可再生能源,并推动长期采用太阳能。疫情导致永续性倡议和能源安全担忧的增加,从而活性化对资料中心现场太阳能的进一步投资。
冷却系统部门预计将成为预测期内最大的部门
由于资料中心需要高效的市场占有率以防止过热,并且整合太阳能可以抵消电力消耗并降低营运成本,因此冷却系统部分预计将在预测期内占据最大的市场份额。液体冷却和人工智慧优化等先进的冷却技术将提高能源效率并使太阳能的采用更加可行。此外,永续冷却和现场太阳能发电系统之间的协同效应将支持碳减排目标,并推动可再生能源资料中心市场的成长和投资。
预计预测期内结晶部分将达到最高的复合年增长率。
预计预测期内结晶部分将出现最高成长率。结晶板最大限度地提高了空间利用率,使其成为土地使用有限的屋顶和资料中心的理想选择。它们的使用寿命也更长,在照度条件下的表现更佳,从而提高了可靠性并确保了持续的电力传输。此外,由于资料中心优先考虑永续性和节约成本,结晶技术成本的下降将加速其采用,从而进一步促进市场成长和能源弹性。
在预测期内,由于能源需求的增加、永续性措施和政府奖励,预计北美将占据最大的市场占有率。科技巨头和云端服务供应商优先使用太阳能来减少碳排放和营运成本。联邦和州的政策,包括税额扣抵和可再生能源授权,正在进一步刺激采用。此外,太阳能技术和能源储存的进步正在提高可靠性,使现场光伏成为确保资料中心运作能源独立性和电网稳定性的可行解决方案。
预计预测期内亚太地区将呈现最高的复合年增长率。这是在数位化快速发展、能源需求不断增加以及对可再生能源大力支持的背景下发生的。中国、印度和日本等国家正在透过奖励和永续性要求鼓励采用太阳能。该地区丰富的太阳能资源、不断下降的太阳能电池板成本以及能源储存的进步使得这一目标变得更加可行。此外,超大规模资料中心和云端供应商正在投资现场太阳能,以减少碳排放并确保长期成本节约和能源安全。
According to Stratistics MRC, the Global On-Site Photovoltaic Solar Power for Data Centers Market is accounted for $24.2 billion in 2024 and is expected to reach $52.3 billion by 2030 growing at a CAGR of 13.7% during the forecast period. On-site photovoltaic (PV) solar power for data centers refers to the use of solar energy systems installed directly at data center facilities to generate electricity. These systems consist of solar panels, inverters, and battery storage solutions that convert sunlight into usable power, reducing reliance on grid electricity and fossil fuels. On-site solar helps data centers achieve energy efficiency, lower operational costs, and meet sustainability goals by cutting carbon emissions.
According to Cloudscene, as of 2022, the United States was the largest data centre market in the world, housing nearly 5375 data centres.
Rising Energy Demand from Data Centers
The rising energy demand from data centers is driving the on-site photovoltaic (PV) solar power industry by raising the demand for cost-effective and sustainable energy solutions. Data centers must deal with rising electricity demand as cloud computing, artificial intelligence, and digital services grow. On-site solar energy provides a dependable, renewable substitute that lowers operating expenses and grid reliance. Data centers are also compelled to use solar energy due to environmental pledges and carbon reduction goals, which accelerates the market's expansion and uptake globally.
High Initial Investment
The expensive initial investment in on-site photovoltaic solar electricity for data centers is a key impediment to market expansion. Adoption is hampered by the high cost of installing solar panels, energy storage devices, and grid integration, particularly for smaller data centers. Alternative energy sources become more alluring as a result of this financial burden delaying return on investment. Furthermore, extended payback periods and financial limitations prevent widespread adoption, which slows market growth.
Technological Advancements
Technological advancements drive the on-site photovoltaic (PV) solar power market for data centers by improving energy efficiency, reliability, and scalability. Innovations in high-efficiency solar panels, bifacial modules, and advanced inverters enhance power generation. Breakthroughs in battery storage, such as lithium-ion and solid-state batteries, ensure 24/7 energy availability despite solar intermittency. Smart grid integration and AI-driven energy management optimize consumption, reducing operational costs. These advancements are accelerating adoption among data centers aiming for sustainability and energy independence.
Intermittency & Energy Storage Challenges
Intermittency and energy storage challenges hinder the adoption of on-site photovoltaic solar power for data centers. Solar energy generation fluctuates due to weather conditions, leading to inconsistent power supply. Limited and costly energy storage solutions, such as batteries, make it difficult to ensure uninterrupted operations. These challenges increase reliance on backup power sources, reducing cost savings and sustainability benefits, thus slowing market growth and adoption.
Covid-19 Impact
The COVID-19 pandemic disrupted the on-site photovoltaic solar power market for data centers by delaying project installations due to supply chain disruptions, labor shortages, and lockdowns. However, the crisis accelerated digital transformation, increasing data center energy demands. Governments prioritized renewable energy in recovery plans, driving long-term solar adoption. Post-pandemic, rising sustainability commitments and energy security concerns further boosted investments in on-site solar power for data centers.
The cooling systems segment is expected to be the largest during the forecast period
The cooling systems segment is expected to account for the largest market share during the forecast period, as data centers require efficient cooling to prevent overheating, integrating solar power helps offset electricity consumption and reduce operational costs. Advanced cooling technologies, such as liquid cooling and AI-driven optimization, enhance energy efficiency, making solar adoption more viable. Additionally, the synergy between sustainable cooling and on-site PV systems supports carbon reduction goals, increasing market growth and investment in renewable-powered data centers.
The monocrystalline segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the monocrystalline segment is predicted to witness the highest growth rate, because Monocrystalline panels maximize space utilization, making them ideal for data centers with limited rooftop or land availability. Their longer lifespan and better performance in low-light conditions enhance reliability, ensuring continuous power supply. Additionally, as data centers prioritize sustainability and cost savings, the declining cost of monocrystalline technology accelerates adoption, further boosting the market's growth and energy resilience.
During the forecast period, the North America region is expected to hold the largest market share due to rising energy demands, sustainability initiatives, and government incentives. Tech giants and cloud service providers prioritize solar energy to reduce carbon footprints and operational costs. Federal and state policies, including tax credits and renewable energy mandates, further accelerate adoption. Additionally, advancements in solar technology and energy storage improve reliability, making on-site PV a viable solution for ensuring energy independence and grid stability in data center operations.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR, because of rapid digitalization, rising energy demands, and strong support for renewable energy. Countries like China, India, and Japan are promoting solar adoption through incentives and sustainability mandates. The region's abundant solar resources, declining panel costs, and advancements in energy storage enhance feasibility. Additionally, hyperscale data centers and cloud providers are investing in on-site solar to reduce carbon footprints, ensuring long-term cost savings and energy security.
Key players in the market
Some of the key players profiled in the On-Site Photovoltaic Solar Power for Data Centers Market include AirTrunk, Amazon, Apple Inc, CentralAxis, Cloverleaf Infrastructure, CtrlS Datacenters, CyrusOne Inc, Fujitsu Limited, Google, IBM Corporation, Intersect Power, Microsoft, NextDC Limited, NGP Energy Capital, Oracle, Sandbrook Capital, SunSource Energy, Tencent Holdings Ltd., TPG Rise Climate and WAAREE Energies.
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Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.