20201214_艾瑞咨询_2020年中国数据中心行业研究报告（41页）.pdf
2020 22020.12 iResearch I 01 02 03 04 2019 288.6 5G VR PUE 3 1 2 3 4 542020.12 iResearch I 2020.12 iResearch I Data Center DC Internet Data Center IDC IDC Cisco 2016-2021 199.4262.4331.0393.3459.2533.742.141.440.839.136.232.92016 2017 2018 2019 2020 2021e 52020.12 iResearch I n 3000 3000 n 10000 n 10000 GB50147-2017 A B C TIA-942 T1 T2 T3 T4 n Tn+C B A T1 T2 T3 T4%99.671%99.749%99.981%99.995%/28.8 22.0 1.6 0.4 N N+1 N+1 2 N+1 N M 1+1 M 1+1 M 1+1 UPS N,15min N+1,30min N+1,30min 2N,30min+1+1 N,8h N,24h N+1,72h N+1,96h N N+1 N+X 2N 3 3-6 15-20 15-2062020.12 iResearch IIT IT IT DCIM SDN/NFV/UPS/HVDC/IT UPS/IaaS PaaS/SaaS 2020 CAPEX OPEXTCO72020.12 iResearch I U web IDC 1 5 2-3.5KW 4.5-8KW 2-4 1/2020 82020.12 iResearch I IT IT IT IT IT IT IT IT IT IT 92020.12 iResearch I IDC MSP IaaS U Netflix AWS IT IDC IDC Openstack Kubernetes MSP 2015 IDC IT IDC IDC 10 1 2 3 4 5112020.12 iResearch I 2013.01 2013.02 2015.03 2016.06 2016.06 2016.07 2016-2020 2017.01 2017.04 2017.05 2017.08 2017 2019.02 2020.05 2020 2015.01 2015.05 2025 2015.08 2016.07 2016.12 2017.04 2017-2019 2020.03 5G 2020.06.2020 122020.12 iResearch I 2020.12 iResearch I 2020 4 5G 2018 12 5G 2019 2019 7 30 2020 1 3 2020 2 14 2020 3 4 5G 2020 4 20 2020 6 132020.12 iResearch I 2020.12 iResearch I REITs IDC REITs Real estate investment trusts Equinix Digital reality REITs 2020 4 30 REITs REITs REITs REITs REITs REITs Nareit Data,2020 6 30 2020 REITs 2020 6 REIT 20%,439097358344292944326234381141954502815371517455810 142020.12 iResearch I 2016.12 2018.09 2018 2020.06 2020-2022 2016.09 2017.03 2018.10 2018-2020 2019.01 2020.05 2020-2022 2016.04 2016-2020 2020.06 5G 2021-2015 2019.04 2017.03 2017.09 2018.08 2020.03 2018.01 2017.07 2017.03 2018.06 2017.12 2017-2020 2016.08 2016-2018 2016.08 2016.07 2016.11 2018.10 2019.10 152020.12 iResearch I 2019 288.6 2018 226.2 180 29 2019 288.6 83.3 139.2 84.1 40.1 58.8 7.9 226.2 187.2%28.2%54.3%59.8%47.4%54.3%75.8%1.40 1.32 1.54 1.40 0.69/0.77/0.85/2018 2019 162020.12 iResearch I 2018 3 31%39%江西上海黑龙江湖北山东安徽山西吉林湖南江苏福建河南辽宁浙江广东天津北京河北内蒙古陕西重庆广西云南青海西藏新疆宁夏甘肃四川贵州台湾海南澳门香港0 55 1010 1515 2020 2525 3030 2018 172020.12 iResearch I2019 2019 IDC 1132.4 5G IDC 30%162.6210.3281.3375.2515.6650.4858.21132.41494.229.3%33.8%33.4%37.4%26.1%31.9%32.0%31.9%2012 2013 2014 2015 2016 2017 2018 2019e 2020e%2012-2020 182020.12 iResearch I Logo IDC CDN UPS/HVDC/EPC/2020 IDC 19 1 2 3 4 5202020.12 iResearch I 2020.12 iResearch I 1 40%2019 2019 20%-30%50%50%33.1%74.4%22.2%30.0%33.3%37.8%72.2%212020.12 iResearch I 2020.12 iResearch I C C VR CNNIC WirelessXlabs VR 513105640061758648756882673125771988285138.3%42.1%45.8%47.9%50.3%53.2%55.8%59.6%2011 2012 2013 2014 2015 2016 2017 2018%2011-2018 222020.12 iResearch I B B 5G 4G IPv6 IP B B IDC 37%34%46%25%9%19%2%21%6%1%2015 2025e IoT 2015&2025 232020.12 iResearch I IDC 60%IDC T3 2019 IDC 60%20%10%3%7%IDC/242020.12 iResearch I 2020.12 iResearch I 2020 2.7%IT IT PUE PUE PUE PUE PUE IDC PUE 12.3 1.4 1.3 16.6 1.4 1.3 22.0 1.3 22.61.4 1.25 40%16.5 1.4 1.6 12.7 16.6 16.1 15.5 1.5 13.7 14.7 1.3 2022 1.4 12.7 1.3 2022 1.4 3.7 4.3 1.4 15.3 8.6 12.0 15.3 1.5IT PUE=2 PUE PUE 252020.12 iResearch I 10ms 200 50ms 400 200ms 1000 1000 10ms 2-3ms 10ms 40ms FEC 262020.12 iResearch I 2020.12 iResearch I TCO CAPEX OPEX IDC Bloomberg OPEX 56.7%25.6%7.7%3.4%3.7%3.1%23.0%20.0%18.0%8.0%8.0%7.0%6.0%4.0%3.0%3.0%UPS CAPEX Bloomberg27 1 2 3 4 5282020.12 iResearch I 提供 50 6000 6000+20+50+20+51000+2000G+1000G+292020.12 iResearch I IT IT EvDC EHPC IT DevOps SD-WAN BGP DC HITEvDC BMS EHPC 7x24 MSP SaaSVMware 302020.12 iResearch I IDC 24*7 IDX 24*7 T i e r 4 S L A 9 9.9 9 5%V E S D A+7*2 4 IDX I D X S H 2I D X S H 3I D X S H 4I D X B J 2C I Y E E c l o u dC I Y E X c l o u dC I Y E C o n n e c tB G P B C P S e r v i c e DeskC S M312020.12 iResearch I IDC VPN SDN IDC to Cloud Cloud to Cloud SDS/SDS IDC/50+NNI 100GE SDN SDS322020.12 iResearch I+ISO 2 0 000 IT 0102 0304 05 332020.12 iResearch I PMO BIM EPC 34 1 2 3 4 5352020.12 iResearch I 2020.12 iResearch I IT UPS UPS HVDC HVDC 240V UPS 220V/360V/240V 220V/360V 400KVA 2N UPS1200A 240V HVDC 1+2+1 1+2+1 1.800A 2 2 800A 0.5 1,5*250A 1 15*2=30 2 8+5=13 1.5 2 2 400KVA UPS 1 240VHVDC 24*2=48 8 22*1=22 4 3 2 UPS+2 0 8+5*2=26 4 04.5 10 10*5=50 2.5 10*5+5*5=75 5 5.16.5 10.5 154 110 362020.12 iResearch I 2020.12 iResearch I IT IT PUE Facebook TCO IDC PUE 1.2 1 GPU Green Grid 2019 37097930605 KW KEUR 2019 PUE 1.6 1.3 1.2 1 0.67 0.58 1 0.96 0.74 KW/10 40 200 1 1/4 1/20CPU 85 65 65 372020.12 iResearch I 2020.12 iResearch I IT STP ECMP Equal Cost Multi Path SDN(Gb/s)2013 2016 2020 10 40 10010 40 100100 200 400/10 4010 25 40 10025 40 50 100 200 400ToR/1 10 401 10 25 40 50 10010 25 40 50 100 200 400 1 101 10 25 40 5010 25 40 50 100 200 SDN 382020.12 iResearch I REITs/IDC IDC IDC IDC/39 Keep Learning 400-026-2099 40
