1、 IDC Market Size Forecast
The domestic IDC market has entered a mature period. IDC application scenarios of Internet enterprises are more stable, and the proportion of digital transformation of traditional enterprises is increasing. In the next two years, the growth rate of IDC market will slow down, and the overall market size will continue to rise.
With the technology evolution and iteration of 5G, Internet of Things and other terminal side application scenarios, the demand for terminal side Internet access will show a rapid growth. At the same time, the application scenarios of emerging technologies for IDC will also be further expanded, and the IDC market demand will rise accordingly. It is estimated that in 2020, China's IDC market will usher in a new round of large-scale growth, and the market size will exceed 200 billion yuan.
Chart: Forecast of China's IDC market size from 2019 to 2020
two 、 Development model - scale set about Energy saving development coexists with mini IDC
In the long run, on the one hand, with the development of artificial intelligence, cloud computing and other technologies, IDC will develop towards super scale and green energy conservation; On the other hand, as "cloud computing+edge computing" will become a new data processing mode of the Internet of Things, many micro/small IDC will be distributed at the edge of the network near users.
The global cloud computing centralization and price decline force IDC to develop towards scale and centralization. Large IDC can significantly reduce procurement costs and operating costs. Core cities deploy high-level large cloud computing IDC to support hot data and deal with businesses with high timeliness due to their advantages such as proximity to customers, low network latency, and talent gathering, Large/ultra large cloud computing IDC is deployed in remote areas to store cold data and process businesses with low timeliness to reduce the cost of cloud computing; Small/micro IDCs can be deployed in a distributed manner at the edge of the network that is highly close to users, mainly to handle low latency services.
Chart: IDC Development Trend
three 、 Development trend - IDC cloud becomes an inevitable trend
For traditional IDC providers, only providing infrastructure value-added space is limited, and they can not adapt to the increasingly complex cloud environment. At the same time, the development of cloud computing also makes IDC face more complex competition. The rise of cloud service providers has made IDC cloudization an inevitable trend. The following figure shows the advantages of IDC cloudization:
Table: The Value of IDC Cloud
four 、 Technology development trend - high density, green, modularization and customization, higher performance
（ one ） IDC infrastructure is developing towards high density and green
Since 2010, using cloud computing and green energy-saving technology to transform the data center and improve the energy consumption and energy efficiency level of the data center is the core content of relevant national industrial policies, and strive to achieve the energy efficiency (PUE) value of new large and super large data centers below 1.3 in 2020.
（ two ） New IDC construction mode: modular data center is put into production in large quantities
The module data center has entered the stage of mass production and application. The characteristics of modular data center, such as high efficiency, flexibility, speed and energy saving, have solved a lot of problems in the construction and operation of data center, and have been rapidly applied in many industries, such as the Internet, telecommunications, finance and government.
（3） New direction of IDC equipment: customization
At present, the growing demand for big data and complex systems has increased enterprises' demand for secure and scalable data centers, and enterprises' thinking about alternative plans for data center expansion has triggered concerns about privacy, data center capacity, control rights, reliability and other issues. Enterprise users and cloud service providers have proposed significantly different design and construction requirements for data centers. An experienced data center developer can not only fully recognize these differences, but also use these differences to talk about the different priority needs of each enterprise customer's customized data center.
（ four ） Large scale and high traffic accelerate the evolution of network equipment and technology in data center
With the continuous expansion of the scale of newly built and renovated data centers, the number of network equipment has increased significantly, and problems such as high network construction costs and heavy operation and maintenance management burden have become prominent, which has accelerated the research progress of SDN, white box switches and other technologies. At the same time, the constant changes in the data center's carrying business, as well as the application of computing virtualization, storage virtualization and other technologies, have led to the rapid growth of east-west traffic in the data center, putting forward higher requirements for the internal network management and performance of the data center.
The white box switch promotes the open source of the data center network. Different from traditional switch software and hardware bundling sales, white box switches achieve the goals of reducing costs, improving flexibility, simplifying operation and maintenance through software and hardware decoupling. The market demand for optical modules in the data center is strong, 40G and 100G are gradually being widely used, and 400G R&D and mass production are accelerated. In recent years, the continuous construction and transformation of data centers has stimulated the demand of the optical module market, and the scale of the optical module market continues to expand. As the interconnection technology of data center switches, the optical module has undergone the transition of 10G ->40G ->100G. At present, 40G and 100G optical modules are widely used in new or renovated data centers. At the same time, in order to seize the market opportunity, manufacturers have accelerated the research and development of 400G optical modules.
Industry summary:
2019 has come. We have experienced the hustle and bustle of the global IDC industry in 2018, witnessed the global expansion of European and American manufacturers, mergers and acquisitions, and land acquisition and factory building, and experienced the Silk Road dream of Chinese manufacturers to layout at home and abroad, and go abroad. In the era of global economic openness and conservatism, recovery and stagflation, where will the IDC industry go, Where the digital economy will go, let's keep watching.
