资料中心电源市场 - 全球产业规模、份额、趋势、机会及预测（按解决方案、组件、最终用户产业、地区和竞争格局划分），2021-2031年

全球资料中心电力市场预计将从 2025 年的 127.4 亿美元成长到 2031 年的 201.4 亿美元，复合年增长率为 7.93%。

该市场涵盖关键运算设施中电力分配、管理和备份所需的专用电气基础设施。此领域包括不断电系统(UPS)、配电单元 (PDU) 和备用发电机等关键组件，所有这些组件的设计目的都是为了确保持续运作和稳定性。推动这一成长的关键因素包括资料产生量的爆炸性成长以及企业工作负载向云端运算平台的广泛迁移。此外，为支援人工智慧 (AI) 应用而不断增长的高效能运算需求，也需要能够管理日益密集的伺服器环境的强大电源配置。

儘管市场成长条件有利，但现有电网能否在满足日益增长的能源需求的同时，又能遵守严格的环境永续性标准，仍面临严峻挑战。基础设施的限制常常导致设施运作延迟，并增加在饱和地区扩张的营运商的营运成本。近期的消费统计数据也印证了能源资源面临的压力：根据国际能源总署（IEA）的数据，到2024年，全球资料中心的电力消耗量将达到约415兆瓦时。因此，对于寻求维持快速扩张的产业相关人员，解决电力供应和效率问题仍然是一项关键挑战。

市场驱动因素

人工智慧和生成式人工智慧运算需求的指数级成长正成为市场的主要催化剂，这需要先进的电力配置来支援高能耗的图形处理器 (GPU)。随着资料中心从传统工作负载向高效能运算转型，每个机架的功率密度不断提高，迫使营运商升级不断电系统(UPS) 和配电单元以防止断电。这一趋势已透过分析该产业发展路径的财务预测来量化。根据高盛 2024 年 4 月发布的报告《世代成长：人工智慧、资料中心和即将到来的美国电力需求激增》，预计到 2030 年，仅为满足日益增长的人工智慧工作负载，资料中心的电力需求就将增长 160%。

超大规模资料中心和託管设施的扩张正在推动主要数位中心的容量成长竞赛，进一步加剧了对可靠电力基础设施的需求。这些大型设施需要复杂且冗余的电力系统来维持服务等级协定 (SLA) 并支援云端服务的快速扩张。近期房地产开发统计数据也印证了这项建设热潮。根据仲量联行 (JLL) 于 2024 年 8 月发布的《2024 年上半年北美资料中心报告》，主要市场的建设容量将达到创纪录的 5.3 吉瓦，凸显了推动电力设备产业发展的实体基础设施投资的重要性。这种成长对电网带来的整体压力在国家层面日益显现。根据电力研究院 (EPRI) 预测，截至 2024 年，资料中心预计到 2030 年将消耗美国总发电量的 9%，凸显了高效能电力管理解决方案的重要性。

市场挑战

电网容量无法满足日益增长的能源需求，是全球资料中心电力市场面临的主要阻碍因素。随着资料中心营运商向人工智慧 (AI) 的高密度配置转型，他们发现现有电网缺乏足够的输电基础设施来支援这些高负载。这种瓶颈常常导致已建成的资料中心閒置数月甚至数年，等待併网，从而严重延误了资料中心的运作。这些延误直接阻碍了电源管理系统和备用发电机的部署，导致设备供应商库存积压和收入延迟。

此外，遵守严格的环境法规使得石化燃料为基础的临时解决方案越来越不切实际，并限制了快速扩容的选择。主要枢纽的用电量预测表明，电网承受的压力巨大。根据电力研究院 (EPRI) 预测，截至 2024 年，美国资料中心的电力消耗量预计将在 2030 年达到全国总发电量的 9%，凸显了需求与现有基础设施之间的巨大缺口。这种短缺有效地限制了市场的短期成长潜力。

市场趋势

小型模组化反应器 (SMR) 和核能伙伴关係的兴起标誌着超大规模营运商寻求避免电网瓶颈并确保稳定、无碳能源供应的策略转变。为了确保高能耗人工智慧工作负载的持续运作，领先的科技公司正越来越多地超越传统的购电协议 (PPA)，直接收购核能发电基础设施。这种直接连接方式使设施能够在满足严格的永续性要求的同时，独立于受限的地方政府电网运作。近期的几笔重大交易充分体现了这一转变的规模。根据 Talen Energy Corporation 2024 年 3 月发布的新闻稿《Talen Energy 出售 Camulus 资料中心园区》，该公司以 6.5 亿美元的价格将其 960 兆瓦的核能发电资料中心园区出售给了亚马逊网路服务 (AWS)。这笔交易证实了可靠的现场核能发电具有巨大的市场价值。

同时，市场正迅速向锂离子电池能源储存系统转型，取代传统的铅酸电池配置，从而优化占地面积并提高营运效率。这些先进的储能解决方案具有更高的能量密度和更快的充电速度，对于应对高效能运算带来的波动负载尖峰至关重要。较小的实体面积使营运商能够在同一机房内部署更多创收伺服器机架，从而直接提高供应商的资本效率。这项技术变革得到了产业普及率的支持。根据执行时间 Institute于2024年7月发布的《2024年全球资料中心调查报告》，62%的资料中心营运商在其不断电系统系统中采用了锂离子电池，这标誌着向这种现代化储能架构的重大转变。

目录

第一章概述

第二章调查方法

第三章执行摘要

第四章：客户评价

第五章 全球资料中心电力市场展望

• 市场规模及预测
  • 按金额
• 市占率及预测
  • 依解决方案分类（配电单元 (PDU)、不断电系统(UPS) 系统、发电机、传输开关和开关设备、电力电缆、连接器）
  • 按组件（硬体、软体、服务）
  • 按最终用户行业划分（IT和电信、银行、金融服务、保险、医疗保健、政府、製造业、其他）
  • 按地区
  • 按公司（2025 年）
• 市场地图

第六章 北美资料中心电力市场展望

• 市场规模及预测
• 市占率及预测
• 北美洲：国家分析
  • 我们
  • 加拿大
  • 墨西哥

第七章：欧洲资料中心电力市场展望

• 市场规模及预测
• 市占率及预测
• 欧洲：国家分析
  • 德国
  • 法国
  • 英国
  • 义大利
  • 西班牙

第八章：亚太资料中心电力市场展望

• 市场规模及预测
• 市占率及预测
• 亚太地区：国家分析
  • 中国
  • 印度
  • 日本
  • 韩国
  • 澳洲

第九章：中东和非洲资料中心电力市场展望

• 市场规模及预测
• 市占率及预测
• 中东和非洲：国家分析
  • 沙乌地阿拉伯
  • 阿拉伯聯合大公国
  • 南非

第十章：南美洲资料中心电力市场展望

• 市场规模及预测
• 市占率及预测
• 南美洲：国家分析
  • 巴西
  • 哥伦比亚
  • 阿根廷

第十一章 市场动态

• 司机
• 任务

第十二章 市场趋势与发展

• 併购
• 产品发布
• 最新进展

第十三章 全球资料中心电力市场：SWOT分析

第十四章：波特五力分析

• 产业竞争
• 新进入者的可能性
• 供应商电力
• 顾客权力
• 替代品的威胁

第十五章 竞争格局

• Schneider Electric SE
• Eaton Corporation PLC
• ABB Ltd
• Vertiv Co.
• General Electric Company
• Delta Electronics, Inc
• Legrand SA
• Mitsubishi Electric Corporation
• Huawei Technologies Co., Ltd
• Siemens AG

第十六章 策略建议

第十七章：关于研究公司及免责声明

The Global Data Center Power Market is projected to expand from USD 12.74 Billion in 2025 to USD 20.14 Billion by 2031, reflecting a CAGR of 7.93%. This market encompasses the specialized electrical infrastructure needed to distribute, manage, and reserve energy within critical computing facilities. The sector involves essential components such as uninterruptible power supplies, power distribution units, and backup generators, all engineered to guarantee continuous uptime and operational stability. Key drivers propelling this growth include the explosive rise in data generation and the widespread transfer of enterprise workloads to cloud computing platforms. Furthermore, the growing need for high-performance computing to support artificial intelligence applications requires robust power configurations capable of managing increasingly dense server environments.

Despite these favorable conditions for growth, the market encounters a major challenge regarding the capacity of existing utility grids to meet surging energy needs while complying with rigorous environmental sustainability standards. Limitations in infrastructure frequently delay facility commissioning and raise operational expenses for providers attempting to expand in saturated regions. This pressure on energy resources is confirmed by recent consumption statistics. According to the International Energy Agency, global data centers consumed approximately 415 terawatt-hours of electricity in 2024. Consequently, addressing power availability and efficiency remains a crucial obstacle for industry stakeholders aiming to maintain rapid expansion.

Market Driver

The rapid rise in AI and Generative AI computational requirements acts as a major catalyst for the market, necessitating advanced electrical configurations to support energy-intensive graphics processing units. As data centers shift from traditional workloads to high-performance computing, the power density per rack has increased, compelling operators to upgrade uninterruptible power supplies and distribution units to prevent outages. This trend is quantified by financial forecasts analyzing the sector's path. According to Goldman Sachs, April 2024, in the 'Generational Growth: AI, Data Centers and the Coming US Power Demand Surge' report, data center power demand is projected to grow 160% by 2030 solely to accommodate these intensifying artificial intelligence workloads.

The growth of hyperscale and colocation facilities further drives the need for reliable power infrastructure as providers race to build capacity in key digital hubs. These massive facilities require complex redundant power systems to maintain service level agreements and support the rapid scaling of cloud services. This construction boom is evident in recent real estate development figures. According to JLL, August 2024, in the 'H1 2024 North America Data Center Report', there were a record 5.3 gigawatts of capacity under construction in primary markets, underscoring the physical infrastructure investment fueling the power equipment sector. The overall strain on the grid from this growth is becoming increasingly visible at a national level. According to the Electric Power Research Institute, in 2024, data centers are projected to consume up to 9% of total United States electricity generation by 2030, highlighting the critical role of efficient power management solutions.

Market Challenge

The restricted capacity of utility grids to handle escalating energy requirements acts as a primary constraint on the Global Data Center Power Market. As facility operators transition toward high-density configurations for artificial intelligence, they encounter power networks that lack the transmission infrastructure to support such intense loads. This bottleneck creates significant delays in facility commissioning, as completed sites often sit idle in interconnection queues for months or years. These delays directly impede the deployment of power management systems and backup generators, causing inventory stagnation and deferring revenue for equipment providers.

Moreover, the necessity to adhere to strict environmental mandates narrows the options for rapid capacity expansion, as fossil-fuel-based bridging solutions are increasingly non-viable. The magnitude of this grid strain is illustrated by consumption forecasts in major hubs. According to the Electric Power Research Institute, in 2024, data center electricity consumption in the United States was projected to reach up to 9% of the nation's total generation by 2030, a figure that highlights the acute gap between demand and available infrastructure. This scarcity effectively places a hard cap on the market's immediate growth potential.

Market Trends

The emergence of small modular reactors and nuclear power partnerships represents a critical strategic shift as hyperscale operators seek to bypass utility grid bottlenecks and secure consistent, carbon-free energy. To guarantee continuous uptime for energy-intensive artificial intelligence workloads, major technology companies are moving beyond traditional power purchase agreements to directly acquire nuclear-powered infrastructure. This direct-connect approach allows facilities to operate independently of constrained municipal networks while strictly adhering to sustainability mandates. The scale of this transition is evident in recent high-value transactions; according to Talen Energy Corporation, March 2024, in the 'Talen Energy Sells Cumulus Data Center Campus' press release, the company sold its 960 megawatt nuclear-powered data center campus to Amazon Web Services for $650 million, underscoring the immense market valuation placed on reliable, on-site nuclear generation.

Simultaneously, the market is undergoing a rapid transition to lithium-ion battery energy storage systems, replacing legacy lead-acid configurations to optimize floor space and enhance operational efficiency. These advanced storage solutions offer significantly higher energy density and faster recharge capabilities, which are essential for managing the variable load spikes associated with high-performance computing. The reduction in physical footprint allows operators to deploy more revenue-generating server racks within the same facility envelope, directly improving capital efficiency for providers. This technological displacement is substantiated by industry adoption rates; according to the Uptime Institute, July 2024, in the 'Global Data Center Survey 2024' report, 62% of data center operators have now adopted lithium-ion batteries for their centralized uninterruptible power supply systems, marking a decisive move toward this modernized storage architecture.

Key Market Players

• Schneider Electric SE
• Eaton Corporation PLC
• ABB Ltd
• Vertiv Co.
• General Electric Company
• Delta Electronics, Inc
• Legrand SA
• Mitsubishi Electric Corporation
• Huawei Technologies Co., Ltd
• Siemens AG

Report Scope

In this report, the Global Data Center Power Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:

Data Center Power Market, By Solution

• Power Distribution Units (PDUs)
• Uninterruptible Power Supply (UPS) Systems
• Generators
• TRANSFER SWITCHES AND SWITCHGEARS
• Power Cables
• Connectors

Data Center Power Market, By Component

• Hardware
• Software
• Services

Data Center Power Market, By End-User Industry

• IT and Telecom
• BFSI (Banking, Financial Services, Insurance)
• Healthcare
• Government
• Manufacturing
• Others

Data Center Power Market, By Region

• North America
  • United States
  • Canada
  • Mexico
• Europe
  • France
  • United Kingdom
  • Italy
  • Germany
  • Spain
• Asia Pacific
  • China
  • India
  • Japan
  • Australia
  • South Korea
• South America
  • Brazil
  • Argentina
  • Colombia
• Middle East & Africa
  • South Africa
  • Saudi Arabia
  • UAE

Competitive Landscape

Company Profiles: Detailed analysis of the major companies present in the Global Data Center Power Market.

Available Customizations:

Global Data Center Power Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report:

Company Information

• Detailed analysis and profiling of additional market players (up to five).

Table of Contents

1. Product Overview

• 1.1. Market Definition
• 1.2. Scope of the Market
  • 1.2.1. Markets Covered
  • 1.2.2. Years Considered for Study
  • 1.2.3. Key Market Segmentations

2. Research Methodology

• 2.1. Objective of the Study
• 2.2. Baseline Methodology
• 2.3. Key Industry Partners
• 2.4. Major Association and Secondary Sources
• 2.5. Forecasting Methodology
• 2.6. Data Triangulation & Validation
• 2.7. Assumptions and Limitations

3. Executive Summary

• 3.1. Overview of the Market
• 3.2. Overview of Key Market Segmentations
• 3.3. Overview of Key Market Players
• 3.4. Overview of Key Regions/Countries
• 3.5. Overview of Market Drivers, Challenges, Trends

4. Voice of Customer

5. Global Data Center Power Market Outlook

• 5.1. Market Size & Forecast
  • 5.1.1. By Value
• 5.2. Market Share & Forecast
  • 5.2.1. By Solution (Power Distribution Units (PDUs), Uninterruptible Power Supply (UPS) Systems, Generators, TRANSFER SWITCHES AND SWITCHGEARS, Power Cables, Connectors)
  • 5.2.2. By Component (Hardware, Software, Services)
  • 5.2.3. By End-User Industry (IT and Telecom, BFSI (Banking, Financial Services,, Insurance, Healthcare, Government, Manufacturing, Others))
  • 5.2.4. By Region
  • 5.2.5. By Company (2025)
• 5.3. Market Map

6. North America Data Center Power Market Outlook

• 6.1. Market Size & Forecast
  • 6.1.1. By Value
• 6.2. Market Share & Forecast
  • 6.2.1. By Solution
  • 6.2.2. By Component
  • 6.2.3. By End-User Industry
  • 6.2.4. By Country
• 6.3. North America: Country Analysis
  • 6.3.1. United States Data Center Power Market Outlook
    • 6.3.1.1. Market Size & Forecast
      • 6.3.1.1.1. By Value
    • 6.3.1.2. Market Share & Forecast
      • 6.3.1.2.1. By Solution
      • 6.3.1.2.2. By Component
      • 6.3.1.2.3. By End-User Industry
  • 6.3.2. Canada Data Center Power Market Outlook
    • 6.3.2.1. Market Size & Forecast
      • 6.3.2.1.1. By Value
    • 6.3.2.2. Market Share & Forecast
      • 6.3.2.2.1. By Solution
      • 6.3.2.2.2. By Component
      • 6.3.2.2.3. By End-User Industry
  • 6.3.3. Mexico Data Center Power Market Outlook
    • 6.3.3.1. Market Size & Forecast
      • 6.3.3.1.1. By Value
    • 6.3.3.2. Market Share & Forecast
      • 6.3.3.2.1. By Solution
      • 6.3.3.2.2. By Component
      • 6.3.3.2.3. By End-User Industry

7. Europe Data Center Power Market Outlook

• 7.1. Market Size & Forecast
  • 7.1.1. By Value
• 7.2. Market Share & Forecast
  • 7.2.1. By Solution
  • 7.2.2. By Component
  • 7.2.3. By End-User Industry
  • 7.2.4. By Country
• 7.3. Europe: Country Analysis
  • 7.3.1. Germany Data Center Power Market Outlook
    • 7.3.1.1. Market Size & Forecast
      • 7.3.1.1.1. By Value
    • 7.3.1.2. Market Share & Forecast
      • 7.3.1.2.1. By Solution
      • 7.3.1.2.2. By Component
      • 7.3.1.2.3. By End-User Industry
  • 7.3.2. France Data Center Power Market Outlook
    • 7.3.2.1. Market Size & Forecast
      • 7.3.2.1.1. By Value
    • 7.3.2.2. Market Share & Forecast
      • 7.3.2.2.1. By Solution
      • 7.3.2.2.2. By Component
      • 7.3.2.2.3. By End-User Industry
  • 7.3.3. United Kingdom Data Center Power Market Outlook
    • 7.3.3.1. Market Size & Forecast
      • 7.3.3.1.1. By Value
    • 7.3.3.2. Market Share & Forecast
      • 7.3.3.2.1. By Solution
      • 7.3.3.2.2. By Component
      • 7.3.3.2.3. By End-User Industry
  • 7.3.4. Italy Data Center Power Market Outlook
    • 7.3.4.1. Market Size & Forecast
      • 7.3.4.1.1. By Value
    • 7.3.4.2. Market Share & Forecast
      • 7.3.4.2.1. By Solution
      • 7.3.4.2.2. By Component
      • 7.3.4.2.3. By End-User Industry
  • 7.3.5. Spain Data Center Power Market Outlook
    • 7.3.5.1. Market Size & Forecast
      • 7.3.5.1.1. By Value
    • 7.3.5.2. Market Share & Forecast
      • 7.3.5.2.1. By Solution
      • 7.3.5.2.2. By Component
      • 7.3.5.2.3. By End-User Industry

8. Asia Pacific Data Center Power Market Outlook

• 8.1. Market Size & Forecast
  • 8.1.1. By Value
• 8.2. Market Share & Forecast
  • 8.2.1. By Solution
  • 8.2.2. By Component
  • 8.2.3. By End-User Industry
  • 8.2.4. By Country
• 8.3. Asia Pacific: Country Analysis
  • 8.3.1. China Data Center Power Market Outlook
    • 8.3.1.1. Market Size & Forecast
      • 8.3.1.1.1. By Value
    • 8.3.1.2. Market Share & Forecast
      • 8.3.1.2.1. By Solution
      • 8.3.1.2.2. By Component
      • 8.3.1.2.3. By End-User Industry
  • 8.3.2. India Data Center Power Market Outlook
    • 8.3.2.1. Market Size & Forecast
      • 8.3.2.1.1. By Value
    • 8.3.2.2. Market Share & Forecast
      • 8.3.2.2.1. By Solution
      • 8.3.2.2.2. By Component
      • 8.3.2.2.3. By End-User Industry
  • 8.3.3. Japan Data Center Power Market Outlook
    • 8.3.3.1. Market Size & Forecast
      • 8.3.3.1.1. By Value
    • 8.3.3.2. Market Share & Forecast
      • 8.3.3.2.1. By Solution
      • 8.3.3.2.2. By Component
      • 8.3.3.2.3. By End-User Industry
  • 8.3.4. South Korea Data Center Power Market Outlook
    • 8.3.4.1. Market Size & Forecast
      • 8.3.4.1.1. By Value
    • 8.3.4.2. Market Share & Forecast
      • 8.3.4.2.1. By Solution
      • 8.3.4.2.2. By Component
      • 8.3.4.2.3. By End-User Industry
  • 8.3.5. Australia Data Center Power Market Outlook
    • 8.3.5.1. Market Size & Forecast
      • 8.3.5.1.1. By Value
    • 8.3.5.2. Market Share & Forecast
      • 8.3.5.2.1. By Solution
      • 8.3.5.2.2. By Component
      • 8.3.5.2.3. By End-User Industry

9. Middle East & Africa Data Center Power Market Outlook

• 9.1. Market Size & Forecast
  • 9.1.1. By Value
• 9.2. Market Share & Forecast
  • 9.2.1. By Solution
  • 9.2.2. By Component
  • 9.2.3. By End-User Industry
  • 9.2.4. By Country
• 9.3. Middle East & Africa: Country Analysis
  • 9.3.1. Saudi Arabia Data Center Power Market Outlook
    • 9.3.1.1. Market Size & Forecast
      • 9.3.1.1.1. By Value
    • 9.3.1.2. Market Share & Forecast
      • 9.3.1.2.1. By Solution
      • 9.3.1.2.2. By Component
      • 9.3.1.2.3. By End-User Industry
  • 9.3.2. UAE Data Center Power Market Outlook
    • 9.3.2.1. Market Size & Forecast
      • 9.3.2.1.1. By Value
    • 9.3.2.2. Market Share & Forecast
      • 9.3.2.2.1. By Solution
      • 9.3.2.2.2. By Component
      • 9.3.2.2.3. By End-User Industry
  • 9.3.3. South Africa Data Center Power Market Outlook
    • 9.3.3.1. Market Size & Forecast
      • 9.3.3.1.1. By Value
    • 9.3.3.2. Market Share & Forecast
      • 9.3.3.2.1. By Solution
      • 9.3.3.2.2. By Component
      • 9.3.3.2.3. By End-User Industry

10. South America Data Center Power Market Outlook

• 10.1. Market Size & Forecast
  • 10.1.1. By Value
• 10.2. Market Share & Forecast
  • 10.2.1. By Solution
  • 10.2.2. By Component
  • 10.2.3. By End-User Industry
  • 10.2.4. By Country
• 10.3. South America: Country Analysis
  • 10.3.1. Brazil Data Center Power Market Outlook
    • 10.3.1.1. Market Size & Forecast
      • 10.3.1.1.1. By Value
    • 10.3.1.2. Market Share & Forecast
      • 10.3.1.2.1. By Solution
      • 10.3.1.2.2. By Component
      • 10.3.1.2.3. By End-User Industry
  • 10.3.2. Colombia Data Center Power Market Outlook
    • 10.3.2.1. Market Size & Forecast
      • 10.3.2.1.1. By Value
    • 10.3.2.2. Market Share & Forecast
      • 10.3.2.2.1. By Solution
      • 10.3.2.2.2. By Component
      • 10.3.2.2.3. By End-User Industry
  • 10.3.3. Argentina Data Center Power Market Outlook
    • 10.3.3.1. Market Size & Forecast
      • 10.3.3.1.1. By Value
    • 10.3.3.2. Market Share & Forecast
      • 10.3.3.2.1. By Solution
      • 10.3.3.2.2. By Component
      • 10.3.3.2.3. By End-User Industry

11. Market Dynamics

• 11.1. Drivers
• 11.2. Challenges

12. Market Trends & Developments

• 12.1. Merger & Acquisition (If Any)
• 12.2. Product Launches (If Any)
• 12.3. Recent Developments

13. Global Data Center Power Market: SWOT Analysis

14. Porter's Five Forces Analysis

• 14.1. Competition in the Industry
• 14.2. Potential of New Entrants
• 14.3. Power of Suppliers
• 14.4. Power of Customers
• 14.5. Threat of Substitute Products

15. Competitive Landscape

• 15.1. Schneider Electric SE
  • 15.1.1. Business Overview
  • 15.1.2. Products & Services
  • 15.1.3. Recent Developments
  • 15.1.4. Key Personnel
  • 15.1.5. SWOT Analysis
• 15.2. Eaton Corporation PLC
• 15.3. ABB Ltd
• 15.4. Vertiv Co.
• 15.5. General Electric Company
• 15.6. Delta Electronics, Inc
• 15.7. Legrand SA
• 15.8. Mitsubishi Electric Corporation
• 15.9. Huawei Technologies Co., Ltd
• 15.10. Siemens AG

16. Strategic Recommendations

17. About Us & Disclaimer