세계의 데이터센터용 전력 시장 보고서(-2031년) : 동향, 예측, 경쟁 분석

The future of the global data centre power market looks promising with opportunities in the renewable energy and non-renewable energy markets. The global data centre power market is expected to grow with a CAGR of 6.3% from 2025 to 2031. The major drivers for this market are the increasing demand for energy-efficient power solutions, the rising construction of hyperscale data centers, and the growing adoption of cloud computing services.

• Lucintel forecasts that, within the data centre type category, hyperscale data centre is expected to witness the highest growth over the forecast period.
• Within the power source category, renewable energy is expected to witness higher growth.
• In terms of region, APAC is expected to witness the highest growth over the forecast period.

Emerging Trends in the Data Centre Power Market

The data centre power market is undergoing a profound transformation, driven by the escalating demand for computing power, particularly from AI and cloud services. These emerging trends are shaping infrastructure design and energy sourcing, focusing on efficiency, sustainability, and resilience to meet future demands.

• Renewable Energy Integration: A significant shift towards powering data centers with renewable energy sources like solar, wind, and geothermal. This trend is driven by corporate sustainability goals, increasing pressure to reduce carbon footprints, and the growing availability of Power Purchase Agreements (PPAs) with renewable energy providers, lowering long-term operational costs.
• High-Density Power Solutions: Development and adoption of power infrastructure capable of supporting extremely high rack power densities, especially for AI and high-performance computing (HPC) workloads. This includes specialized UPS systems, advanced power distribution units, and efficient busway systems to deliver substantial power to densely packed servers.
• Advanced Cooling Technologies: A move towards more efficient and effective cooling solutions beyond traditional air cooling, such as liquid cooling (direct-to-chip, immersion cooling) and innovative thermal management systems. This trend is critical for managing the intense heat generated by high-density AI and HPC servers, ensuring optimal performance and energy efficiency.
• Modular and Scalable Power Infrastructure: Increasing preference for modular and prefabricated power components that allow for faster deployment, easier scalability, and reduced construction times. This trend enables data center operators to quickly expand capacity based on demand, optimize capital expenditure, and respond agilely to market needs.
• AI-Driven Power Management: Integration of Artificial Intelligence (AI) and Machine Learning (ML) into power management systems for predictive maintenance, real-time optimization of power consumption, and dynamic load balancing. This trend enhances energy efficiency, minimizes downtime, and improves overall operational resilience by intelligently managing power resources.

These emerging trends are fundamentally reshaping the data centre power market by driving innovation towards more sustainable, efficient, and intelligent power solutions. The focus is on meeting the massive and growing power demands of digital infrastructure while minimizing environmental impact and ensuring unparalleled reliability.

Recent Developments in the Data Centre Power Market

The data centre power market is experiencing dynamic advancements, propelled by the relentless growth in data consumption, cloud computing, and the advent of AI workloads. These recent developments highlight a critical focus on improving efficiency, reliability, and sustainability of power infrastructure.

• Increased UPS System Capacity: Development: Adoption of Uninterruptible Power Supply (UPS) systems with capacities exceeding 1,000 kVA, becoming standard for hyperscale and colocation data centers. Impact: This ensures continuous power supply and enhances reliability for mission-critical operations, minimizing downtime and supporting larger, more power-hungry facilities effectively.
• Hydrotreated Vegetable Oil (HVO) for Generators: Development: Emergence and increasing adoption of HVO as a low-carbon alternative to traditional diesel fuel for backup generators. Impact: This significantly reduces greenhouse gas emissions, aligns with sustainability targets, and offers a more environmentally friendly backup power solution without major infrastructure changes.
• Advanced Battery Technologies: Development: Growing adoption of modern battery technologies like lithium-ion, nickel-zinc, and sodium-ion batteries, replacing traditional VRLA batteries in UPS systems. Impact: These newer batteries offer longer lifespans, higher energy density, faster charging, and a smaller footprint, enhancing power backup reliability and efficiency.
• Integration of Smart Grid Technologies: Development: Data centers are beginning to integrate with smart grid technologies for better energy flow management, demand response, and real-time monitoring. Impact: This optimizes energy consumption, reduces costs, enhances grid stability, and allows data centers to participate more actively in sustainable energy ecosystems.
• Liquid Cooling System Deployment: Development: Increasing investment in liquid cooling techniques (e.g., direct-to-chip, immersion cooling) to manage the intense heat generated by high-density AI and HPC racks. Impact: This is becoming essential for maintaining optimal operating temperatures for next-generation hardware, improving energy efficiency, and enabling higher power densities.

These recent developments are profoundly impacting the data centre power market by driving innovation towards more sustainable, resilient, and efficient power solutions. The emphasis is on embracing cleaner energy sources, upgrading backup systems, and optimizing cooling strategies to support the escalating demands of the digital economy.

Strategic Growth Opportunities in the Data Centre Power Market

The data centre power market presents significant strategic growth opportunities across various key applications, driven by the relentless expansion of digital infrastructure and the increasing demand for specialized computing. These opportunities stem from the unique power requirements and operational models of different data center types.

• Hyperscale Data Centers: Opportunity: Massive ongoing investments by cloud service providers (e.g., AWS, Google, Microsoft) in building and expanding hyperscale facilities globally. Impact: This fuels enormous demand for high-capacity UPS, generators, advanced power distribution, and highly efficient cooling systems to support immense power requirements and AI workloads.
• Colocation Data Centers: Opportunity: Growing demand from enterprises seeking outsourced data center infrastructure without the high capital expenditure of building their own. Impact: Colocation providers require robust, scalable, and reliable power solutions to attract and retain diverse clients, offering flexible power capacity and redundancy options.
• Edge Data Centers: Opportunity: The proliferation of edge computing for low-latency applications closer to end-users (e.g., 5G, IoT). Impact: This drives demand for compact, modular, and highly efficient power solutions suitable for smaller, distributed data centers, requiring rapid deployment and remote management capabilities to support localized processing.
• Enterprise Data Centers: Opportunity: Existing enterprise data centers undergoing modernization to meet current efficiency, density, and sustainability standards. Impact: This creates demand for upgrading legacy power infrastructure, including replacing older UPS systems, implementing smart PDUs, and integrating renewable energy options to enhance performance and reduce operational costs.
• AI and High-Performance Computing: Opportunity: Exponential growth in AI and HPC workloads demanding significantly higher rack densities and power consumption. Impact: This creates specialized opportunities for advanced power delivery systems, liquid cooling solutions, and optimized power management software designed to support extreme power loads and ensure uninterrupted operation of critical AI/HPC clusters.

These strategic growth opportunities are profoundly impacting the data centre power market by diversifying demand and fostering specialized power solutions tailored to different data center models and computing needs. The emphasis is on scalability, efficiency, and reliability, driving market expansion and continuous innovation in power infrastructure.

Data Centre Power Market Driver and Challenges

The data centre power market is significantly influenced by a complex interplay of technological innovations, economic dynamics, and evolving regulatory landscapes. Understanding these major drivers and challenges is crucial for market participants to effectively strategize, capture growth opportunities, and mitigate potential risks in this highly critical sector.

The factors responsible for driving the data centre power market include:

1. Data Consumption Surge: Driver: Exponential growth in data generation and consumption driven by digitalization, cloud computing, IoT, and big data analytics. Implications: This necessitates the construction and expansion of more data centers, directly escalating the demand for reliable and efficient power infrastructure to support increasing IT loads.

2. AI and HPC Workloads: Driver: The rapid adoption and development of Artificial Intelligence (AI) and High-Performance Computing (HPC) requiring extremely high rack power densities. Implications: This drives demand for advanced power solutions, including high-capacity UPS, liquid cooling, and optimized power distribution, to support these energy-intensive applications.

3. Cloud Computing Expansion: Driver: Continuous migration of enterprise workloads to cloud environments and expansion of hyperscale cloud providers. Implications: Cloud providers require massive, highly efficient, and reliable power infrastructure to ensure continuous service availability and scalability for their vast customer bases, fueling market growth.

4. Focus on Energy Efficiency: Driver: Increasing pressure from regulatory bodies, environmental concerns, and operational cost reduction efforts to enhance energy efficiency in data centers. Implications: This drives innovation in power management systems, leading to adoption of advanced cooling, optimized power delivery, and renewable energy integration.

5. Digital Transformation Initiatives: Driver: Widespread digital transformation across industries, leading to increased reliance on IT infrastructure for business operations and services. Implications: This mandates robust and resilient data centre power solutions to ensure business continuity, data integrity, and minimize downtime for mission-critical applications.

Challenges in the data centre power market are:

1. Power Supply Constraints: Challenge: Limited availability of sufficient grid power capacity in key data center hubs and bottlenecks in power transmission infrastructure. Implications: This can hinder new data center development, increase costs for power procurement, and force operators to seek alternative, sometimes more expensive, energy solutions.

2. High Capital Expenditure: Challenge: The substantial upfront investment required for building and upgrading data centre power infrastructure, including land acquisition, equipment, and installation. Implications: This can be a barrier to entry for new players and a significant financial burden for existing operators, impacting profitability and expansion plans.

3. Sustainability and Emissions Pressure: Challenge: Growing scrutiny over data centers' environmental footprint, particularly their significant energy consumption and carbon emissions. Implications: This necessitates heavy investment in renewable energy sources, energy-efficient technologies, and reporting mechanisms, adding complexity and cost to operations while demanding continuous innovation.

The data centre power market is powerfully driven by the escalating demand for data, the rise of AI, and the expansion of cloud computing, compelling a strong focus on energy efficiency and digital transformation. However, persistent challenges like power supply limitations, high capital costs, and intense pressure for sustainability necessitate strategic planning and continuous innovation to ensure market resilience and continued growth.

List of Data Centre Power Companies

Companies in the market compete on the basis of product quality offered. Major players in this market focus on expanding their manufacturing facilities, R&D investments, infrastructural development, and leverage integration opportunities across the value chain. With these strategies data centre power companies cater increasing demand, ensure competitive effectiveness, develop innovative products & technologies, reduce production costs, and expand their customer base. Some of the data centre power companies profiled in this report include-

• Schneider Electric
• Vertiv
• ABB
• Eaton
• Delta Electronics
• Huawei
• Legrand
• Tripp Lite
• Toshiba
• Siemens

Data Centre Power Market by Segment

The study includes a forecast for the global data centre power market by data centre type, component, power source, and region.

Data Centre Power Market by Data Centre Type [Value from 2019 to 2031]:

• Enterprise Data Centres
• Colocation Data Centres
• Hyperscale Data Centres
• Edge Data Centres

Data Centre Power Market by Component [Value from 2019 to 2031]:

• Power Distribution Units
• Uninterruptible Power Supplies
• Generators

Data Centre Power Market by Region [Value from 2019 to 2031]:

• North America
• Europe
• Asia Pacific
• The Rest of the World

Country Wise Outlook for the Data Centre Power Market

The data centre power market is undergoing rapid evolution, driven by the insatiable demand for digital services, cloud computing, and emerging technologies like AI. This critical sector is prioritizing energy efficiency, sustainability, and reliability, necessitating continuous innovation in power infrastructure, from uninterruptible power supplies to advanced cooling systems, to support the ever-growing computational loads.

• United States: The US data centre power market leads globally, driven by hyperscale cloud providers and AI workloads. Developments focus on massive investments in high-capacity UPS systems, advanced liquid cooling, and renewable energy procurement through Power Purchase Agreements (PPAs) to meet escalating power demands and ambitious sustainability goals.
• China: China's data centre power market is expanding rapidly due to extensive digitalization and government support. There's a strong emphasis on building large-scale data centers with increasing adoption of energy-efficient power distribution units (PDUs) and exploring renewable energy sources to power these facilities, balancing growth with environmental considerations.
• Germany: Germany's data centre power market prioritizes energy efficiency and stringent environmental compliance (EU Stage V). Developments include robust investments in highly efficient UPS systems, advanced cooling solutions, and a strong drive towards utilizing renewable energy sources, aligning with Germany's commitment to green technology and sustainability.
• India: India's data centre power market is experiencing exponential growth, fueled by digitalization, localized data regulations, and e-commerce expansion. There's a significant focus on scaling power infrastructure, including diesel generators for backup (though HVO is emerging), and adopting intelligent PDUs to manage increasing IT load capacity and ensure reliable operations.
• Japan: Japan's data centre power market emphasizes reliability, efficiency, and resilience against natural disasters. Developments include compact, high-performance power solutions, advanced cooling technologies for high-density computing, and strategic investments in renewable energy and battery storage systems to ensure uninterrupted power supply and reduce carbon footprint.

Features of the Global Data Centre Power Market

• Market Size Estimates: Data centre power market size estimation in terms of value ($B).
• Trend and Forecast Analysis: Market trends (2019 to 2024) and forecast (2025 to 2031) by various segments and regions.
• Segmentation Analysis: Data centre power market size by data centre type, component, power source, and region in terms of value ($B).
• Regional Analysis: Data centre power market breakdown by North America, Europe, Asia Pacific, and Rest of the World.
• Growth Opportunities: Analysis of growth opportunities in different data centre type, component, power source, and regions for the data centre power market.
• Strategic Analysis: This includes M&A, new product development, and competitive landscape of the data centre power market.

Analysis of competitive intensity of the industry based on Porter's Five Forces model.

This report answers following 11 key questions:

• Q.1. What are some of the most promising, high-growth opportunities for the data centre power market by data centre type (enterprise data centres, colocation data centres, hyperscale data centres, and edge data centres), component (power distribution units, uninterruptible power supplies, and generators), power source (renewable energy and non-renewable energy), and region (North America, Europe, Asia Pacific, and the Rest of the World)?
• Q.2. Which segments will grow at a faster pace and why?
• Q.3. Which region will grow at a faster pace and why?
• Q.4. What are the key factors affecting market dynamics? What are the key challenges and business risks in this market?
• Q.5. What are the business risks and competitive threats in this market?
• Q.6. What are the emerging trends in this market and the reasons behind them?
• Q.7. What are some of the changing demands of customers in the market?
• Q.8. What are the new developments in the market? Which companies are leading these developments?
• Q.9. Who are the major players in this market? What strategic initiatives are key players pursuing for business growth?
• Q.10. What are some of the competing products in this market and how big of a threat do they pose for loss of market share by material or product substitution?
• Q.11. What M&A activity has occurred in the last 5 years and what has its impact been on the industry?

Table of Contents

1. Executive Summary

2. Market Overview

• 2.1 Background and Classifications
• 2.2 Supply Chain

3. Market Trends & Forecast Analysis

• 3.2 Industry Drivers and Challenges
• 3.3 PESTLE Analysis
• 3.4 Patent Analysis
• 3.5 Regulatory Environment

4. Global Data Centre Power Market by Data Centre Type

• 4.1 Overview
• 4.2 Attractiveness Analysis by Data Centre Type
• 4.3 Enterprise Data Centres: Trends and Forecast (2019-2031)
• 4.4 Colocation Data Centres: Trends and Forecast (2019-2031)
• 4.5 Hyperscale Data Centres: Trends and Forecast (2019-2031)
• 4.6 Edge Data Centres: Trends and Forecast (2019-2031)

5. Global Data Centre Power Market by Component

• 5.1 Overview
• 5.2 Attractiveness Analysis by Component
• 5.3 Power Distribution Units: Trends and Forecast (2019-2031)
• 5.4 Uninterruptible Power Supplies: Trends and Forecast (2019-2031)
• 5.5 Generators: Trends and Forecast (2019-2031)

6. Global Data Centre Power Market by Power Source

• 6.1 Overview
• 6.2 Attractiveness Analysis by Power Source
• 6.3 Renewable Energy: Trends and Forecast (2019-2031)
• 6.4 Non-Renewable Energy: Trends and Forecast (2019-2031)

7. Regional Analysis

• 7.1 Overview
• 7.2 Global Data Centre Power Market by Region

8. North American Data Centre Power Market

• 8.1 Overview
• 8.2 North American Data Centre Power Market by Data Centre Type
• 8.3 North American Data Centre Power Market by Power Source
• 8.4 United States Data Centre Power Market
• 8.5 Mexican Data Centre Power Market
• 8.6 Canadian Data Centre Power Market

9. European Data Centre Power Market

• 9.1 Overview
• 9.2 European Data Centre Power Market by Data Centre Type
• 9.3 European Data Centre Power Market by Power Source
• 9.4 German Data Centre Power Market
• 9.5 French Data Centre Power Market
• 9.6 Spanish Data Centre Power Market
• 9.7 Italian Data Centre Power Market
• 9.8 United Kingdom Data Centre Power Market

10. APAC Data Centre Power Market

• 10.1 Overview
• 10.2 APAC Data Centre Power Market by Data Centre Type
• 10.3 APAC Data Centre Power Market by Power Source
• 10.4 Japanese Data Centre Power Market
• 10.5 Indian Data Centre Power Market
• 10.6 Chinese Data Centre Power Market
• 10.7 South Korean Data Centre Power Market
• 10.8 Indonesian Data Centre Power Market

11. ROW Data Centre Power Market

• 11.1 Overview
• 11.2 ROW Data Centre Power Market by Data Centre Type
• 11.3 ROW Data Centre Power Market by Power Source
• 11.4 Middle Eastern Data Centre Power Market
• 11.5 South American Data Centre Power Market
• 11.6 African Data Centre Power Market

12. Competitor Analysis

• 12.1 Product Portfolio Analysis
• 12.2 Operational Integration
• 12.3 Porter's Five Forces Analysis
  • Competitive Rivalry
  • Bargaining Power of Buyers
  • Bargaining Power of Suppliers
  • Threat of Substitutes
  • Threat of New Entrants
• 12.4 Market Share Analysis

13. Opportunities & Strategic Analysis

• 13.1 Value Chain Analysis
• 13.2 Growth Opportunity Analysis
  • 13.2.1 Growth Opportunities by Data Centre Type
  • 13.2.2 Growth Opportunities by Component
  • 13.2.3 Growth Opportunities by Power Source
• 13.3 Emerging Trends in the Global Data Centre Power Market
• 13.4 Strategic Analysis
  • 13.4.1 New Product Development
  • 13.4.2 Certification and Licensing
  • 13.4.3 Mergers, Acquisitions, Agreements, Collaborations, and Joint Ventures

14. Company Profiles of the Leading Players Across the Value Chain

• 14.1 Competitive Analysis
• 14.2 Schneider Electric
  • Company Overview
  • Data Centre Power Business Overview
  • New Product Development
  • Merger, Acquisition, and Collaboration
  • Certification and Licensing
• 14.3 Vertiv
  • Company Overview
  • Data Centre Power Business Overview
  • New Product Development
  • Merger, Acquisition, and Collaboration
  • Certification and Licensing
• 14.4 ABB
  • Company Overview
  • Data Centre Power Business Overview
  • New Product Development
  • Merger, Acquisition, and Collaboration
  • Certification and Licensing
• 14.5 Eaton
  • Company Overview
  • Data Centre Power Business Overview
  • New Product Development
  • Merger, Acquisition, and Collaboration
  • Certification and Licensing
• 14.6 Delta Electronics
  • Company Overview
  • Data Centre Power Business Overview
  • New Product Development
  • Merger, Acquisition, and Collaboration
  • Certification and Licensing
• 14.7 Huawei
  • Company Overview
  • Data Centre Power Business Overview
  • New Product Development
  • Merger, Acquisition, and Collaboration
  • Certification and Licensing
• 14.8 Legrand
  • Company Overview
  • Data Centre Power Business Overview
  • New Product Development
  • Merger, Acquisition, and Collaboration
  • Certification and Licensing
• 14.9 Tripp Lite
  • Company Overview
  • Data Centre Power Business Overview
  • New Product Development
  • Merger, Acquisition, and Collaboration
  • Certification and Licensing
• 14.10 Toshiba
  • Company Overview
  • Data Centre Power Business Overview
  • New Product Development
  • Merger, Acquisition, and Collaboration
  • Certification and Licensing
• 14.11 Siemens
  • Company Overview
  • Data Centre Power Business Overview
  • New Product Development
  • Merger, Acquisition, and Collaboration
  • Certification and Licensing

15. Appendix

• 15.1 List of Figures
• 15.2 List of Tables
• 15.3 Research Methodology
• 15.4 Disclaimer
• 15.5 Copyright
• 15.6 Abbreviations and Technical Units
• 15.7 About Us
• 15.8 Contact Us