Report Title: Guangzhou & Shenzhen and Surrounding Areas Data Center Market Research Report (2023–2024)
Publication Date: Jun 2024
Format: PDF
Language: English
Price: USD 7,800
Table of Contents
Chapter 1 Overview of China’s IDC Industry
Macro environment, national market scale, industrial characteristics & trends
Chapter 2 Macro Environment of IDC Industry in Guangzhou, Shenzhen and Surroundings
Policy environment, economic foundation, supporting resources, technical background
Chapter 3 General Status of Local Traditional IDC Market
Regional market scale, business composition, development characteristics
Chapter 4 Supply Analysis of Local IDC Cabinets
Overall cabinet supply, supply structure, capacity forecast, Shaoguan cluster cabinet layout
Chapter 5 Demand Analysis of Local Traditional IDC
Total cabinet demand, regional demand split, industrial demand split, enterprise demand features
Chapter 6 Operational Analysis of Local Traditional IDC
Sales models, cabinet utilization rate, cabinet rental price index
Chapter 7 Competitive Landscape of Local Traditional IDC
Overall competition pattern, telecom operators’ layout, third-party vendors’ layout
Chapter 8 Development of Intelligent Computing Industry in Guangzhou & Shenzhen
Intelligent computing supporting policies, industry current situation, future development trends
Chapter 9 Long-Term Trends of Local Traditional IDC
Market opportunities & challenges, 2023–2028 market scale forecast, industrial evolution direction
KEY TAKEAWAYS
Guangdong adjusted its data center layout policy in 2023, shifting from strict new project suspension to demand-oriented, moderately forward construction. Guangzhou and Shenzhen released clear rack quantity targets for 2025 and 2027 respectively, and energy evaluation approvals will resume from 2024, which will significantly release the growth potential of regional cabinet supply.
Slowing growth of internet businesses dragged the region’s 2023 IDC market growth down to 3.9%. The deep integration of digital economy and local manufacturing, finance plus emerging large model computing demands will continuously lift market growth, and the regional IDC scale is projected to reach RMB 32.72 billion by 2028 with a compound annual growth rate of 11.7%.
The region owned 347,000 operational IDC racks by 2023, with a 7.4% year-on-year increase and obvious growth slowdown compared with 2022. With the gradual opening of urban data center approval channels and sustained release of multi-industry computing needs, the overall cabinet inventory will expand in an orderly manner in the next few years.
Driven by decelerating internet business expansion, the region’s total cabinet demand hit 234,000 racks in 2023, with only 3% year-on-year growth. Core demand comes from national internet giants, smart government construction, local manufacturing digital upgrading and fintech businesses, and emerging digital industries will further boost long-term demand.
Regional IDC market faced supply surplus in 2022-2023, resulting in lower cabinet utilization rate and longer resource digestion cycle. Telecom operators adopt asset-light cooperation modes, while third-party and state-owned IDC vendors launch customized AIDC services; the booming large model industry also pushes all participants to build unified intelligent computing resource pools.
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