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市场调查报告书
商品编码
1889473
电信资料中心市场预测至2032年:按类型、层级、规模、最终用户和地区分類的全球分析Telecom Data Center Market Forecasts to 2032 - Global Analysis By Type (Hyperscale Data Centers, Enterprise / Edge Data Centers and Colocation Data Centers), Tier, Size, End User and By Geography |
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根据 Stratistics MRC 的研究,预计到 2025 年,全球电信资料中心市场规模将达到 580 亿美元,到 2032 年将达到 1,130.2 亿美元,预测期内复合年增长率为 10.0%。
电信资料中心是通讯服务供应商的基础基础设施,使其能够安全且有效率地处理现代数位应用产生的大量资料流。这些资料中心负责管理网路流量控制、客户资料操作、虚拟化以及快速资讯处理等关键任务,以确保通讯效能的稳定运作。随着5G网路的普及、连网设备数量的成长以及分散式运算的兴起,电信资料中心对于提供快速响应和稳定的服务可用性至关重要。它们采用强大的电源管理、冷却系统和智慧自动化技术,以确保全天候的可靠性。随着数位化进程的推进,这些资料中心也不断努力提升扩充性、效能和运作稳定性。
根据国际能源总署(IEA)的数据,资料中心和资料传输网路分别占全球电力消耗的 1% 至 1.5% 左右,由于对数位服务的需求不断增长,自 2010 年以来,网路流量增加了 20 倍。
对边缘运算的需求不断增长
随着边缘运算的重要性日益凸显,电信资料中心市场需求也随之显着成长。企业纷纷寻求将处理能力部署在更靠近资料来源的位置,以最大限度地降低延迟。边缘基础设施对于智慧运输、身临其境型技术和即时分析等需要即时回应的应用至关重要。为了满足这种在地化运算需求,电信资料中心正在向分散式模型转型。随着消费者和各行各业对即时数位互动的依赖性日益增强,通讯业者正在建立紧凑型边缘站点,以提高速度、减少拥塞并优化网路营运。这种向分散式处理的转变与 5G 和物联网的发展相辅相成,进一步强化了市场对高效能、高可靠性电信资料中心的需求。
高昂的资本和营运成本
由于开发和营运设施需要高昂的资本支出和营运成本,电信资料中心市场面临许多限制。建造一座现代化资料中心需要大量投资,包括土地购买、建造、备用电源设备、冷却系统和先进的IT设备。营运成本,例如电力消耗、保全行动、日常维护和技术人员配备,进一步加重了财务负担。随着数据需求的增长,由于需要高效的设计和尖端硬件,基础设施扩建的成本也日益高昂。小规模的通讯业者难以跟上大型竞争对手的投资步伐。这些财务挑战限制了市场成长,延缓了升级改造,并减缓了基础设施整体提升的速度。
对云端和混合基础设施的需求不断增长
云端技术和混合IT架构的日益普及将成为电信资料中心市场的关键成长路径。企业正不断将业务迁移到云端平台,从而推动了对弹性、互联和安全的资料环境的需求。通讯业者可透过提供託管、云端託管和託管服务解决方案,并辅以可靠的网路功能,从中获益。混合部署融合了本地系统和云端资源,高度依赖电信资料中心来实现效能的稳定性和流畅的整合。随着数位转型在各行各业的扩展,企业需要适应性强的基础设施来支援远距办公、人工智慧工作负载和进阶分析。这种广泛的云端迁移使电信资料中心在建构现代数位生态系统中占据了至关重要的地位。
来自超大规模提供者的竞争日益加剧
来自超大规模云端巨头的竞争对电信资料中心市场构成重大威胁。微软Azure、Google云端和AWS等公司正积极扩展其基础设施,以提供强大且经济高效的云端解决方案。它们雄厚的财力、快速的自动化以及全球资料中心网路使其能够提供卓越的效能和敏捷性。相较之下,许多通讯业者在资金筹措、现代化速度和容量扩展方面都面临许多限制。随着企业越来越多地采用超大规模平台进行数位转型,通讯业者的资料中心面临失去市场地位和客户份额的风险。这种日益扩大的竞争差距迫使通讯业者在应对财务压力和提高营运效率之间寻求平衡,同时加快创新步伐。
新冠疫情危机重塑了电信资料中心市场,随着远距办公、数位学习和线上通讯的日益普及,对可靠数位基础设施的需求呈指数级增长。由于对云端服务、串流平台和远端协作工具的依赖性增强,资料中心的流量显着增加。儘管零件短缺和物流延误造成了暂时的服务中断,但通讯业者加大了对自动化、可扩展架构和网路优化的投资,以满足不断增长的需求。疫情也凸显了稳健、安全且灵活的资料中心营运对于维持服务连续性的重要性。因此,新冠疫情加速了市场扩张,推动了长期的数位转型,并提升了电信资料中心的战略价值。
预计在预测期内,超大规模资料中心领域将占据主导地位。
预计在预测期内,超大规模资料中心将占据最大的市场份额,因为它们旨在管理海量工作负载、应对日益增长的数位化使用以及扩展云端主导。电信业者依靠这些设施来满足对高速连接、高吞吐量资料处理以及利用 5G、物联网和人工智慧技术的下一代服务日益增长的需求。超大规模资料中心凭藉其先进的扩充性、优化的能源效率、自动化系统和强大的网路支持,可提供始终如一的高品质效能。随着全球数位化的加速,超大规模资料中心透过提供灵活的容量、强大的营运能力和技术准备,保持其优势,这对于不断发展的通讯网路和复杂的服务环境至关重要。
预计在预测期内,IT和云端服务供应商细分市场将呈现最高的复合年增长率。
随着企业加速采用云端技术、将工作负载迁移到虚拟环境并采用混合云或多重云端模式,预计在预测期内,IT 和云端服务供应商细分市场将实现最高成长率。 SaaS 平台、云端原生应用程式和即时资料处理的日益普及,推动了对能够提供可靠速度和低延迟的通讯业者主导资料中心基础设施的需求。弹性扩展、自动化主导的工作负载、分析和分散式运算,正推动着该细分市场的发展。全球对云端现代化和数位化扩张的持续投资,使得 IT 和云端服务供应商成为电信资料中心领域成长最快的细分市场。
北美预计将在整个预测期内保持最大的市场份额,这得益于其成熟的云端生态系、先进的IT基础设施以及强大的超大规模和电信云端服务供应商。领先的科技公司和服务供应商正在不断扩展其高容量、高可靠性的资料中心,以满足企业和消费者的强劲需求。该地区稳定的基础设施、先进的连接性以及5G和边缘运算等技术的广泛应用,进一步巩固了其主导地位。加之有利的监管环境、充足的高技能人才以及对数位服务的高消费,北美仍然是全球电信资料中心投资和部署的主导地区。
预计亚太地区在预测期内将实现最高的复合年增长率。这主要得益于全部区域对边缘运算、串流媒体、人工智慧和云端工作负载等先进服务的需求持续成长,通讯业者资料中心也呈现出强劲的成长动能。因此,亚太地区成为全球电信资料中心市场中成长最快的地区。
According to Stratistics MRC, the Global Telecom Data Center Market is accounted for $58.0 billion in 2025 and is expected to reach $113.02 billion by 2032 growing at a CAGR of 10.0% during the forecast period. A Telecom Data Center functions as a foundational infrastructure element for communication service providers, enabling secure and efficient handling of the massive data flows created by modern digital applications. These centers manage critical tasks such as network traffic control, customer data operations, virtualization, and rapid information processing required for stable telecom performance. With the growth of 5G networks, connected devices, and distributed computing, telecom data centers are essential for achieving fast responsiveness and consistent service availability. They leverage robust power management, cooling frameworks, and intelligent automation to ensure round-the-clock reliability. As digital adoption rises, these data centers continue advancing to offer improved scalability, performance, and operational stability.
According to the International Energy Agency (IEA), data centres and data transmission networks each account for about 1-1.5% of global electricity use, with internet traffic expanding 20-fold since 2010 due to rising demand for digital services.
Rising demand for edge computing
The increasing importance of edge computing significantly drives the Telecom Data Center Market, as businesses aim to minimize delays by processing data near its source. Edge infrastructures are crucial for applications dependent on instant response, including smart mobility, immersive technologies, and live analytics. Telecom data centers are transitioning to distributed models that support these localized computational demands. As consumers and industries rely more on real-time digital interactions, telecom companies are establishing compact edge sites to enhance speed, reduce congestion, and optimize network operations. This movement toward decentralized processing complements the growth of 5G and IoT, intensifying the market need for capable and resilient telecom data centers.
High capital and operational costs
The Telecom Data Center Market faces major limitations due to the substantial capital and operating expenses associated with developing and running these facilities. Establishing modern data centers demands heavy spending on land acquisition, construction, power backup units, cooling systems, and advanced IT equipment. Operational costs-including electricity usage, security operations, routine maintenance, and skilled staff-further intensifies financial strain. As data requirements escalate, expanding infrastructure becomes increasingly expensive because of the need for efficient designs and cutting-edge hardware. Smaller telecom companies struggle to keep up with investments made by large competitors. These financial challenges restrict market growth, delay upgrades, and slow the overall pace of infrastructure enhancement.
Growing demand for cloud and hybrid infrastructure
The rising adoption of cloud technologies and hybrid IT architectures provides a major growth avenue for the Telecom Data Center Market. Companies are increasingly transitioning operations to cloud platforms, driving demand for elastic, interconnected, and secure data environments. Telecom providers can benefit by offering colocation, cloud hosting, and managed service solutions strengthened by reliable network capabilities. Hybrid deployments, blending on-premise systems with cloud resources, rely heavily on telecom data centers for consistent performance and smooth integration. With digital transformation expanding across sectors, enterprises require adaptable infrastructure to support remote operations, AI workloads, and advanced analytics. This broad cloud shift positions telecom data centers as pivotal in enabling modern digital ecosystems.
Intensifying competition from hyperscale providers
Rising competition from hyperscale cloud giants poses a significant threat to the Telecom Data Center Market. Companies like Microsoft Azure, Google Cloud, and AWS are aggressively scaling their infrastructure, offering powerful and cost-effective cloud solutions. Their deep financial resources, rapid automation, and global data center networks allow them to provide superior performance and agility. In contrast, many telecom operators face limitations in funding, modernization speed, and capacity expansion. As businesses increasingly adopt hyperscale platforms for digital transformation, telecom data centers risk losing relevance and customer share. This widening competitive gap forces telecom providers to accelerate innovation while balancing financial pressures and operational efficiency demands.
The COVID-19 crisis reshaped the Telecom Data Center Market by sharply increasing the need for reliable digital infrastructure as remote working, e-learning, and online communication became widespread. Data centers experienced substantial traffic growth due to rising dependence on cloud services, streaming platforms, and remote collaboration tools. While component shortages and logistical delays created temporary setbacks, telecom providers boosted investments in automation, scalable architecture, and network optimization to manage heightened demand. The pandemic underscored the importance of robust, secure, and flexible data center operations to maintain service continuity. Consequently, COVID-19 ultimately accelerated market expansion, driving long-term digital transformation and strengthening the strategic value of telecom data centers.
The hyperscale data centers segment is expected to be the largest during the forecast period
The hyperscale data centers segment is expected to account for the largest market share during the forecast period because they are designed to manage massive workloads, rising digital usage, and expanding cloud-driven operations. Telecom companies depend on these facilities to meet growing needs for fast connectivity, high-throughput data processing, and next-generation services powered by 5G, IoT, and AI technologies. With their advanced scalability, optimized power efficiency, automated systems, and strong network support, hyperscale centers enable consistent and high-quality performance. As global digital adoption accelerates, hyperscale data centers maintain their lead by providing the flexible capacity, operational strength, and technological readiness essential for evolving telecom networks and complex service environments.
The IT & cloud providers segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the IT & cloud providers segment is predicted to witness the highest growth rate as businesses accelerate cloud adoption, shift workloads to virtual environments, and implement hybrid or multi-cloud models. Increasing use of SaaS platforms, cloud-native applications, and real-time data processing fuels the need for telecom-powered data center infrastructure capable of delivering reliable speed and low latency. This segment gains momentum from the demand for flexible scaling, automation-driven operations, and seamless connectivity to support AI-driven workloads, analytics, and distributed computing. With sustained global investments in cloud modernization and digital expansion, IT & Cloud Providers represent the most rapidly growing segment within the telecom data center landscape.
During the forecast period, the North America region is expected to hold the largest market share, thanks to its mature cloud ecosystem, sophisticated IT backbone, and heavy presence of hyperscale and telecom-cloud providers. Leading tech companies and service operators continually expand high-capacity, high-reliability data centres to meet strong enterprise and consumer demand. The region's stable infrastructure, advanced connectivity, and wide adoption of technologies such as 5G and edge computing reinforce its leadership. Combined with supportive regulations, skilled talent availability, and high digital service consumption, North America remains the dominant region for telecom data center investments and deployments globally.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR. This is driven by rapid digital transformation across the region, increased adoption of cloud and hyperscale services, and accelerated 5G and IoT deployments. Rising requirements for data hosting, colocation, and efficient connectivity support from enterprises and governments are fueling capacity expansion. As demand for advanced services - such as edge computing, streaming, AI, and cloud workloads - keeps increasing across Asia-Pacific, telecom-oriented data centers are witnessing robust growth. Consequently, APAC stands out as the fastest-expanding region in the global telecom data-center landscape.
Key players in the market
Some of the key players in Telecom Data Center Market include Sify Technologies, Nxtra Data (Bharti Airtel), Tata Communications, Reliance Jio, STT GDC India, NTT Global Data Centers, AdaniConneX, Yotta Infrastructure, CtrlS Datacenters, Equinix, Digital Realty, Verizon Communications, AT&T, Deutsche Telekom and Nippon Telegraph & Telephone.
In September 2025, Tata Communications has won a contract from the Ministry of Finance to build and operate the digital infrastructure for the Goods and Services Tax Appellate Tribunal (GSTAT). The tribunal, recently notified as a body to handle GST-related disputes, will function through its principal bench in New Delhi and 31 state-level benches.
In July 2025, Bharti Airtel Ltd, through its data center subsidiary Nxtra by Airtel, has expanded its renewable energy portfolio by signing a fresh power-wheeling agreement with AMPIN Energy Transition. This move adds 205,167 MWh of annual clean energy supply from Inter-State Transmission System (ISTS)-connected solar-wind hybrid projects, pushing Nxtra's total green energy capacity with AMPIN past 200 MW.
In May 2025, The Reliance Group's digital services company Jio Platforms Limited has signed an agreement with SpaceX to offer Starlink's broadband internet services to its customers in India. The agreement is subject to SpaceX receiving authorisation to sell Starlink in India. The development came a day after Jio's rival Bharti Airtel signed a similar pact with SpaceX.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.