Guide: The demand for global data centers continues to grow. In 2015, the overall market size reached US $38.46 billion, with a year-on-year growth of 17.3%. Technological innovation and the application of computing have greatly promoted the market enthusiasm.

The demand for global data centers continues to grow. In 2015, the overall market size reached US $38.46 billion, with a year-on-year growth of 17.3%. Technological innovation and the application of computing have greatly promoted the market enthusiasm. China's IDC market also maintains a high growth trend. In 2015, the market size reached 51.86 billion yuan, a year-on-year increase of 39.3%. Policy orientation, broadband acceleration and the rapid development of the Internet industry have promoted the rapid development of the data center market. Combined with the overall environment, it is expected that the future growth will be stable at more than 35%. By 2018, China's IDC market size will exceed 140 billion yuan.

Global IDC market size from 2011 to 2015

The IDC industry is still in a period of rapid development, which will drive the growth of the company's IDC business. From 2009 to 2015, the compound growth rate of the domestic IDC industry market size was 38.71%, much higher than the global IDC industry level (17.20%), and is expected to maintain a growth rate of about 40% in the next few years. It is estimated that by 2018, the domestic IDC market will reach 139.04 billion yuan, with a year-on-year growth rate of 39.57%. From the demand side, the driving factor for the future development of the domestic IDC industry is the rapid development of the Internet industry and cloud computing industry. On the one hand, the domestic Internet industry has shown a trend of vigorous development. At the same time, the country has vigorously called for and advocated the "Broadband China" strategy and the "Internet+Action Plan", which further promoted the rapid development of the Internet industry. The rapid development of the Internet industry has greatly increased the rigid demand for professional IDC services. On the other hand, the rapid development of domestic cloud computing has increased the demand for IDC data centers and bandwidth.

The data shows that the global data center traffic reached 6.5ZB in 2016, which will maintain a compound annual growth rate of 26.79% in the future, and will reach 15.4ZB by 2020.

Global Data Center Traffic Forecast

Data Center Optical Device Demand Concept Map

Communication within data centers, between data centers, and between customers in data centers will demand optical devices. It is predicted that the overall scale of the optical device market will reach 207.925 billion US dollars by 2020, with a compound annual growth rate of more than 10%; Among them, the data communication market will keep growing from 2016 to 2018, and the market size of data communication products will reach its peak in 2018, rising from 43996 in 2016 to 46.751 billion dollars.

Forecast of global optical device market size

Forecast of Optical Device Market Size in the Global Data Communication Market

It is predicted that the number of global data centers will reach 8.6 million in 2017, of which the proportion of large data centers (the space with the output of more than 9000 frames has more than 225000 square feet of computing space) will exceed 70%. At present, the data center is upgrading from 10G/40G to 25G/100G architecture, and the three major domestic operators have a strong demand for performance from 10G, 10G-40G to 40G-100G, and 100G. Alibaba and Baidu data centers have started to use 25G conceptually, and are currently in the obituary stage of second products. It is expected that 40G/100G will also be the trend in the future. The demand for high-speed optical modules will increase significantly in the future.

the 40G data communication module market will basically maintain its current scale in the next 4-5 years, and the market scale of 40G products will be about 420 million dollars by 2020; The demand for 100G data communication module is expected to maintain rapid growth, with a compound annual growth rate of 76.35% in the future and a scale of about 2.192 billion dollars by 2020; The 400G demand began to appear in 2016 and will reach 320 million US dollars by 2020, with a compound annual growth rate of more than 200%.

Market scale of 100G data communication module

400G Data Comm Module Market Size Forecast