데이터센터 장비 및 인프라 시장(2025-2030년)

A 186-page report detailing the market for data center equipment incl. market size, competitive landscape, key trends and challenges and more.

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Massive investments from tech giants and governments are transforming the global data center landscape, driven primarily by the computing demands of Generative AI . This report details the market for data center equipment, including IT infrastructure (servers, networking, storage) and facility infrastructure (electrical, cooling, cabling, security), providing market projections, competitive landscapes, and analysis of key trends and challenges .

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Report at a glance

• Technology Overview: Details the two foundational infrastructure types (IT and Facility) and their 7 sub-categories, covering components from chipsets and AI servers to liquid cooling types and electrical distribution systems
• Market Size & Outlook: Provides a global market sizing and forecast to 2030, with detailed breakdowns by region and key infrastructure segments . Includes analysis of key market drivers (e.g., AI adoption, hyperscaler CapEx) and inhibitors
• Competitive Landscape & Vendor Profiles: Presents current market shares for key segments. Includes a deep-dive on NVIDIA's market impact and features detailed profiles for key vendors in the ecosystem
• Deep-Dive: Colocation Data Centers: Analyzes a large sample of colocation facilities to benchmark location, size, and reliability tiers
• Trends & Challenges: Investigates key trends, including the critical shift to liquid cooling for high-density racks, waste heat re-use, and modularization. Also details major challenges, such as grid capacity limits and high lead times for components

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A data-driven foundation for key business functions

For IT & Facility Infrastructure Vendors:

• Strategy & Competitive Intelligence: Benchmark against competitors with current market shares for key segments. Use the in-depth vendor profiles to analyze competitors' strategies and product portfolios
• Product Management & R&D: Align product roadmaps with critical technology trends, such as the shift to high-density liquid cooling and the demand for modular, prefabricated power systems
• Business Development: Identify partnership opportunities by understanding the ecosystem, particularly NVIDIA's outsized influence and its MGX platform, which is shaping vendor roadmaps

For Hyperscale & Colocation Operators:

• Procurement & Sourcing: Mitigate supply chain risks by understanding market-wide challenges, such as high lead times for generators and switchgear
• Infrastructure Strategy & Capacity Planning: Inform site selection and build-out strategy based on key constraints like grid capacity limits and regulatory compliance
• Design & Engineering: Use the colocation deep-dive to benchmark facility design for reliability and redundancy

For Financial Institutions & Investors:

• Market Analysis: Validate investment theses with granular market sizing and segment forecasts

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Report Scope: What is Data Center Infrastructure?

This report provides a market analysis for the 7 key hardware categories that constitute data center infrastructure. These are segmented into two foundational types.

IT Infrastructure Hardware components that support computing, storage, and data transmission

• Servers: The core computing units (e.g., rack-mounted, blade, HPC servers) that process workloads
• Networking: Equipment (e.g., switches, routers, firewalls) that enables data transfer between servers, storage, and external networks
• Storage: Solutions (e.g., SSDs, HDDs, networked systems) that manage and retain vast amounts of data

Facility Infrastructure Critical systems that ensure continuous power supply, efficient cooling, and physical security

• Electrical systems: Equipment (e.g., switchgear, UPS, PDUs, generators) that provides backup power to prevent downtime
• Cooling systems: Solutions (e.g., chillers, cooling towers, CRAHs) that regulate temperatures to maintain optimal operating conditions
• Cabling infrastructure: Cabling for data transmission and power distribution across the data center
• Security & fire protection systems: Fire suppression, monitoring, and access control systems that protect data centers from physical threats

Questions answered:

• What is a data center, and what types of data centers exist?
• What is behind the recent data center spending uptick?
• What building blocks are used to build data centers?
• What is the size of the data center infrastructure market by infrastructure type (7 types of infrastructure analyzed) and what is the projection until 2030?
• What are the market shares of leading data center facility infrastructure vendors (by type of equipment: electrical systems, cooling systems, cabling infrastructure, security & fire protection systems)?
• What are the market shares of leading IT infrastructure vendors for data centers (by type of infrastructure: servers, networking, storage)?
• What are the key trends in the data center space?
• What are the key challenges in the data center space?

Companies mentioned:

A selection of companies mentioned in the report.

Table of Contents

1. Executive summary

• Executive summary (3 parts)
• Analyst takeaways - 3 things that stood out in the analysis

2. Introduction

• Introduction: Chapter overview and key takeaways
• Starting point: Data center investment as a central theme
• Increase in public and enterprise interest in "data centers"
• CapEx of large technology companies
• US investment in IT equipment
• (Generative) AI as the main driver of data center computing demand
• Demand for data centers
• Data centers are the main tier-2 beneficiary of AI spending
• There are 3 main types of data centers
• Where do data centers sit in the cloud-to-edge stack?

3. Technology Overview

• Technology overview: Chapter overview and key takeaways
• This report focuses on 2 types of data center infrastructure, split into 7 categories
• Data center infrastructure (1/2): IT infrastructure (1/8)
• IT infrastructure (2/19): Overview
• IT infrastructure: Server components (5 parts)
• IT infrastructure: Computing servers (2 parts)
• IT infrastructure: AI servers (3 parts)
• IT infrastructure: Data center networking (3 parts)
• IT infrastructure: Storage (4 parts)
• Data center infrastructure (2/2): Facility infrastructure (1/9)
• Facility infrastructure (2/9): Overview
• Facility infrastructure (3/9): Electrical systems
• Facility infrastructure (4/9): Cooling systems
• Facility infrastructure (5/9): Liquid cooling
• Facility infrastructure: Cabling infrastructure (2 parts)
• Facility infrastructure: Security & fire protection systems (2 parts)

4. Market size & outlook

• Market size & outlook: Chapter overview and key takeaways
• The data center infrastructure market
• Global data center infrastructure market
• Key drivers and inhibitors of the data center infrastructure market
• How the spending on data centers is distributed across infrastructure
• Global data center infrastructure market - By region
• Global data center infrastructure market - By infrastructure type
• Data center IT infrastructure market - By segment
• Data center server market - Overview
• Data center server market - By type of server
• Data center networking market
• Data center storage market
• Data center facility infrastructure market - By segment
• Data center electrical systems market
• Data center cooling systems market
• Data center cabling infrastructure market
• Data center security & fire protection systems market

5. Competitive landscape

• Competitive landscape: Chapter overview and key takeaways
• Data center infrastructure vendor landscape (1/2) - Vendor characterization
• Data center infrastructure vendor landscape (2/2) - Market shares
• Top 10 data center IT infrastructure vendors
• Top 10 data center facility infrastructure vendors
• Primer: How NVIDIA impacts the data center landscape (2 parts)
• IT infrastructure vendors - Market share by segment
• IT infrastructure vendors - Market share servers
• IT infrastructure vendors - Market share networking
• IT infrastructure vendors - Market share storage
• Deep-dive: Storage - Drives manufacturers
• Foxconn (3 parts)
• Dell (4 parts)
• HPE (4 parts)
• Lenovo (2 parts)
• Supermicro (4 parts)
• Cisco (2 parts)
• Arista Networks (2 parts)
• Key storage component suppliers: Western Digital (4 parts)
• Key storage component suppliers: Seagate (4 parts)
• Facility infrastructure vendors - Market share by segment
• Facility infrastructure vendors - Market share electrical systems
• Facility infrastructure vendors - Market share cooling systems
• Facility infrastructure vendors - Market share cabling infr.
• Facility infrastructure vendors - Market share sec./fire protection
• Schneider Electric (6 parts)
• Vertiv (3 parts)
• Eaton (5 parts)
• ABB (2 parts)
• Caterpillar (3 parts)
• Johnson Controls (3 parts)
• Siemens (5 parts)
• Trane (2 parts)
• Belden (3 parts)

6. Deep-dive: Colocation data centers

• Deep-dive: Colocation data centers: Chapter overview and key takeaways
• Data centers are classified into 4 reliability tiers
• IoT Analytics analysis of colocation data centers (3 parts)
• Equinix (2 parts)
• Digital Realty: Buildable capacity

7. Trends & challenges

• Trends & challenges: Chapter overview and key takeaways
• Trend 1
• Trend 2 (4 parts)
• Trend 3
• Trend 4
• Trend 5
• Trend 6
• Challenge 1
• Challenge 2
• Challenge 3
• Challenge 4
• Challenge 5

8. Methodology & market definitions

• Research methodology
• The data center infrastructure market
• Key definitions

9. About IoT Analytics