Driven by technological innovation, 木開the scale of data storage, computing ca視師pacity and network traffic have increa腦火sed significantly, which has great飛制ly promoted the development of h哥路igh-performance supercomputing c時慢enters (HPC) and data center marke公醫ts with high-speed routers, supercomp媽大uting and storage as the core. The co刀科nstruction of a new generation of i城美nfrastructure driven by cloud comput飛他ing in the world, especially i章相n the Asia Pacific region, has entered 村民an accelerated period. According t土又o the 2016-2020 Data Center Optical 我有Module Market Research Report from OF費制week Industry Research Center, 子美the demand for global data centers re小煙mained hot in 2015, with the o報不verall market size reaching US $38.46銀女 billion, a growth rate of 17.3%, whi通綠ch was higher than that in 2014高做. The rapid development of the data c厭湖enter market has brought a new ma討朋rket opportunity to the high-s北拿peed optical module industry.
Size of global big data market跳服 from 2012 to 2015 (unit: USD 月冷100 million)
Market scale of China's data center fro做電m 2011 to 2015 (100 million yuan)
A total of 246 data centers ar兵員e planned to be built in China, 相高with a total design of 1.03 mi很愛llion racks and 13.26 million serve木女rs. There are 37 super large an制匠d large-scale data centers in use放花, the total number of designed國習 racks is about 200000, the total de著吃sign server scale is about 1.71 mill村又ion, and the production rate is 4行到7.4%.
From the perspective of develo窗上pment stage, the data center market謝劇 was in a period of rapid growt雨金h from 2009 to 2011, with the growth ra我木te maintained at more than 40%. Af媽短fected by the macroeconomic downturn白請, the overall market growth rate麗相 dropped below 25% from 2012 to 2013. D有上uring this period, the government 錯煙strengthened policy guidance and gr聽會adually opened up the application fo輛有r IDC licenses. At the same time, mobil書妹e Internet, video, games and other em女內erging industries developed rapidly,畫科 pushing the development of the da哥報ta center industry back to the 冷商fast lane. In 2015, China's data cente下影r market continued the high-speed growt大數h trend of 2014, with a total mark我放et size of 51.86 billion yuan,遠外 up 39.3% year on year. In combina媽費tion with the market environment, the g通機rowth rate of the data center mar嗎小ket will be more than 35% in the 報美next five years. According to the 2016-裡懂2020 Data Center Optical Module Mar腦司ket Research Report from OFweek In樹數dustry Research Center, the market si黑照ze of China's data center will exce好金ed 200 billion by 2020.
Global optical module market sales 雨話revenue from 2011 to 2019
In 2015, the global sales revenu相下e of 10G/40G/100G has reached 2風腦.44 billion US dollars, and will gr鐵還ow steadily and rapidly at a c笑門ompound annual growth rate of 12樂爸.2%. Among them, the compound ann內兒ual growth rate of 40G optical module明樂 and 100G optical module will reach 9城話.0% and 24.5% respectively. According 好什to the 2016-2020 Data Center Optica志開l Module Market Research Repor有空t from OFweek Industry Research 學海Center, it is estimated that the 計個global high-speed optical module revenu服銀e will reach 4.5 billion dollars by聽裡 2020.
Wu Changbo, an analyst at OFweek Ind爸國ustry Research Center, believes t討機hat in terms of the demand for hi校音gh-speed optical modules, there have微秒 been some similarities in domest著友ic and foreign markets in the past two 我醫years: first, the demand growt月錯h rate is very fast. Second, the pace o去舞f development was basically the same. I歌志n terms of the demand for data center畫能s, the domestic market has a ve街醫ry strong development momentum, whi船少ch is almost synchronous with the dev紅睡elopment speed of foreign markets關人. Microsoft, Google and Amazon 輛南have been actively expanding cloud com水黑puting services, and are expected to b飛弟uild more data centers in the seco文南nd half of this year. The domest對理ic Internet giants Alibaba, Baidu a樹秒nd Tencent have all invested heavily理南 in the construction of data centers器空, and the three major operators a光音re also actively deploying data cente線妹rs