Driven by technological innovation, the scale of data storage, computing capacity and network traffic have increased significantly, which has greatly promoted the development of high-performance supercomputing centers (HPC) and data center markets with high-speed routers, supercomputing and storage as the core. The construction of a new generation of infrastructure driven by cloud computing in the world, especially in the Asia Pacific region, has entered an accelerated period. According to the 2016-2020 Data Center Optical Module Market Research Report from OFweek Industry Research Center, the demand for global data centers remained hot in 2015, with the overall market size reaching US $38.46 billion, a growth rate of 17.3%, which was higher than that in 2014. The rapid development of the data center market has brought a new market opportunity to the high-speed optical module industry.
Size of global big data market from 2012 to 2015 (unit: USD 100 million)
Market scale of China's data center from 2011 to 2015 (100 million yuan)
A total of 246 data centers are planned to be built in China, with a total design of 1.03 million racks and 13.26 million servers. There are 37 super large and large-scale data centers in use, the total number of designed racks is about 200000, the total design server scale is about 1.71 million, and the production rate is 47.4%.
From the perspective of development stage, the data center market was in a period of rapid growth from 2009 to 2011, with the growth rate maintained at more than 40%. Affected by the macroeconomic downturn, the overall market growth rate dropped below 25% from 2012 to 2013. During this period, the government strengthened policy guidance and gradually opened up the application for IDC licenses. At the same time, mobile Internet, video, games and other emerging industries developed rapidly, pushing the development of the data center industry back to the fast lane. In 2015, China's data center market continued the high-speed growth trend of 2014, with a total market size of 51.86 billion yuan, up 39.3% year on year. In combination with the market environment, the growth rate of the data center market will be more than 35% in the next five years. According to the 2016-2020 Data Center Optical Module Market Research Report from OFweek Industry Research Center, the market size of China's data center will exceed 200 billion by 2020.
Global optical module market sales revenue from 2011 to 2019
In 2015, the global sales revenue of 10G/40G/100G has reached 2.44 billion US dollars, and will grow steadily and rapidly at a compound annual growth rate of 12.2%. Among them, the compound annual growth rate of 40G optical module and 100G optical module will reach 9.0% and 24.5% respectively. According to the 2016-2020 Data Center Optical Module Market Research Report from OFweek Industry Research Center, it is estimated that the global high-speed optical module revenue will reach 4.5 billion dollars by 2020.
Wu Changbo, an analyst at OFweek Industry Research Center, believes that in terms of the demand for high-speed optical modules, there have been some similarities in domestic and foreign markets in the past two years: first, the demand growth rate is very fast. Second, the pace of development was basically the same. In terms of the demand for data centers, the domestic market has a very strong development momentum, which is almost synchronous with the development speed of foreign markets. Microsoft, Google and Amazon have been actively expanding cloud computing services, and are expected to build more data centers in the second half of this year. The domestic Internet giants Alibaba, Baidu and Tencent have all invested heavily in the construction of data centers, and the three major operators are also actively deploying data centers