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北美資料中心電源：市場佔有率分析、產業趨勢與成長預測（2025-2031）

North America Data Center Power - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2031)
出版日期: | 出版商: Mordor Intelligence | 英文 90 Pages | 商品交期: 2-3個工作天內

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簡介目錄

北美資料中心電力市場規模預計在 2025 年為 158.1 億美元，預計到 2031 年將達到 235 億美元，預測期內（2025-2031 年）的複合年成長率為 6.83%。

北美資料中心電力市場-IMG1

資料中心是能源最密集的建築類型之一，其每層占地面積的能源消費量是典型商業辦公大樓的 10 到 50 倍。這些空間約占美國總用電量的 2%，隨著美國資訊科技的使用範圍擴大，資料中心和伺服器可能需要更多的能源。此外， IT基礎設施、機械化、雲端運算的發展，凸顯了資料中心和伺服器空間持續供電和穩定運作的重要性，從而推動市場成長。

主要亮點

  • 在建IT負載容量：北美資料中心市場未來的IT負載容量預計到2030年將超過25,000MW。
  • 在建高層建築面積：到 2030 年，該國的占地面積預計將超過 8,500 萬平方英尺。
  • 計劃安裝的機架數量：預計到 2030 年，該地區計劃安裝的機架總數將超過 400 萬台。預計到 2030 年，美國將安裝最多的機架數量。
  • 規劃中的海底電纜：目前有近100條海底電纜連接北美，其中許多正在興建中。其中GigNet-1將於2023年投入使用，全長1,104公里，登陸點位於美國博卡拉頓。

北美資料中心電力市場趨勢

IT和電訊佔很大佔有率

  • 雲端處理等技術對高效能運算的需求，帶動了可擴展、高效、靈活的業務營運的發展，鼓勵許多中小企業建立有效的資料中心，如網路託管雲端和主機託管中心。這導致資料中心利用率的提高以及人們對雲端和超級資料中心的興趣日益濃厚。這些資料中心需要大量電力來進行資料密集型操作，這增加了對 PDU 和 UPS 的需求。
  • 預計到 2025 年，智慧型手機連線數將增加 3,000 萬，而從舊網路（2G 和 3G）的遷移將推動未來幾年智慧型手機的成長。預計到 2027 年，北美的行動資料流量將成長兩倍以上，這在很大程度上得益於智慧型手機用戶數量的成長。
  • 疫情後經濟復甦，加上5G智慧型手機的強勁銷售和有針對性的行銷努力，帶來了成長勢頭的激增。消費者對升級到 5G 的興趣日益成長，現有的 5G 客戶對升級其計劃以包括視訊和音樂串流、線上遊戲、體育直播和雲端儲存等附加功能表現出濃厚的興趣。
  • 隨著 5G 網路不斷擴展和改進，預計它將促進需要高速、大容量資料傳輸的新邊緣應用的成長。為了適應這種轉變，大型服務供應商正在考慮使用下一代配電單元（PDU）升級其自動化系統，考慮到容量的增加和空間的有限，下一代配電單元（PDU）優先考慮模組化和安全性設計。
  • 資料中心電力市場的成長與各市場參與者投資推出資料中心以及在全國擴展資料中心直接相關。預計未來資料中心電源市場將變得更加活躍。例如，2023年，全球知名的網路和基礎設施解決方案供應商NetActuate宣布將在蒙特婁啟動新的資料中心。除 NetActuate 在多倫多的現有設施外，該地點還為客戶提供了額外的國內冗餘和災難復原機會。

美國持續強勁成長

  • 預計到2024年初，美國網路普及率將達到總人口的97.1%，數位化趨勢引人注目。最近的經濟和稅收激勵措施成為該國資料中心建設的主要推動力。大約有27個州正在利用這些因素來吸引資料中心計劃。伊利諾伊州通過了資料中心稅收優惠政策，作為其 450 億美元基本建設預算的一部分。該法案規定，受監管的資料中心在未來 10 年內無需繳納其設備的州和地方銷售稅。
  • 2023 年，大約有四分之一的資金被投資於全部區域的新興企業。人工智慧比以往任何時候都更受關注，最近有多輪巨額資金籌措針對該領域的公司，其中包括 OpenAI 和 Anthropic。
  • 資料中心電力消耗量和 IT 負載能力的不斷增加，導致全部區域擴大採用新的電力基礎設施解決方案。例如，美國電力公司 Dominion 預計，在 2023 年連接 15 個資料中心後，到 2024 年，該公司將在維吉尼亞將 15 個資料中心連接到電網，總合容量接近 1 千兆瓦。據該公用事業公司稱，單一資料中心的需求已從約 30 兆瓦成長到 60-90 兆瓦，而園區的需求現在從 300 兆瓦到數千兆瓦不等。
  • 為了滿足資料中心電源解決方案日益成長的需求，主要企業正致力於擴大生產能力並根據不斷變化的市場趨勢開發新產品。例如，Schneider Electric推出了業界首款四合一組合插座－APC NetShelter Rack PDU Advanced。它可提供高達 50% 的電力，每個機架 PDU 的插座數量增加一倍，適用於高密度應用和增加的伺服器機架密度。
  • Schneider Electric計畫在2024年投資約1.4億美元擴建其製造設施。新的朱麗葉山工廠預計將於 2024 年投入營運並運送產品，並於 2025 年達到運作。因此，增加對資料中心的投資和即將到來的技術創新可能會刺激該國資料中心電力市場的需求。

北美資料中心電力產業概況

北美資料中心電力市場中等分散，近年來獲得了競爭優勢。主要公司包括 ABB、西門子和 Raritan (Legrand)。這些擁有強大市場佔有率的大型企業正致力於擴大在全部區域的基本客群。這些公司正在利用策略合作措施來增加市場佔有率和盈利。

  • 2024 年 1 月—羅格朗收購了位於加州弗里蒙特的 ZPE Systems Inc.，這是一家關鍵解決方案和服務供應商，為客戶業務基礎設施提供彈性和安全性。此次收購將把 ZPE 針對資料中心、分店和邊緣環境的安全開放管理基礎設施和服務配送平臺與羅格朗的綜合資料中心解決方案（包括架空母線槽、自訂機櫃、智慧 PDU、KVM 交換器和先進的光纖解決方案）結合起來。 ZPE Systems 將成為羅格朗資料電源控制 (DPC) 部門的一個業務部門。
  • 2023 年 3 月 - Vertiv Group Corp. 宣布其 Vertiv Geist 可升級機架 PDU 現包括組合插座 C13/19，簡化了採購、庫存和部署。 Vertiv Geist 可升級機架 PDU 的通用 C13/C19 插座可輕鬆適應新的機架配置，無需在機架密度增加時更改或更換 RPDU。

其他福利：

  • Excel 格式的市場預測 (ME) 表
  • 3個月的分析師支持

目錄

第1章 引言

  • 研究假設和市場定義
  • 研究範圍

第2章調查方法

第3章執行摘要

第4章 市場洞察

  • 市場概覽
    • 產業吸引力－波特五力分析
      • 供應商的議價能力
      • 買家的議價能力
      • 新進入者的威脅
      • 替代品的威脅
      • 競爭對手之間的競爭
  • 近期地緣政治發展對資料中心基礎設施市場的影響
  • 產業生態系分析-資料中心電力基礎設施
  • 市場促進因素
    • 超級資料中心和雲端運算的日益普及
    • 降低營運成本的需求日益增加
  • 市場挑戰
    • 安裝和維護成本高
  • 市場機會
    • 綠色資料中心的出現和現有資料中心能源效率的提高
  • 資料中心電源和備援解決方案的主要趨勢分析
    • 微電網的發展和向再生能源來源的轉變
    • 軟體定義電源解決方案的出現
    • 採用先進的UPS解決方案
  • 北美資料中心電力消耗的現行監管情況和標準

5. 北美資料中心足跡分析

  • 從 IT 負載能力和資料中心數量分析美國和加拿大目前的資料中心佈局
  • 美國主要熱點分析（Top15熱點分析）
  • 北美資料中心基礎設施總體支出分析

6. 北美資料中心電力市場細分

  • 按類型
    • 按解決方案類型
      • 配電解決方案
      • 電源備援解決方案
    • 按服務（設計與諮詢、整合、支援與維護）
  • 依資料中心類型
    • 搭配
    • 企業和雲端
    • 超大規模資料中心業者
  • 按最終用戶應用程式
    • BFSI
    • 資訊科技和電信
    • 政府
    • 製造業
    • 媒體與娛樂
    • 其他最終用戶
  • 按國家
    • 美國
    • 加拿大

第7章競爭格局

  • 公司簡介
    • Vertiv Group Corp.
    • ABB Ltd
    • Schneider Electric
    • Tripp Lite（Eaton）
    • Raritan Inc.（Legrand）
    • Enlogic（nvent）
    • Kohler Co.
    • LayerZero Power Systems
    • Toshiba International Corporation
    • Siemens AG
    • Cummins Inc.
    • Legrand

第8章投資分析

第9章：未來市場展望

簡介目錄
Product Code: 49200

The North America Data Center Power Market size is estimated at USD 15.81 billion in 2025, and is expected to reach USD 23.50 billion by 2031, at a CAGR of 6.83% during the forecast period (2025-2031).

North America Data Center Power - Market - IMG1

Data centers are among the most energy-intensive building types, which consume 10 to 50 times the energy per floor space as a typical commercial office building. These spaces contribute to approximately 2% of the total US electricity use, and as the country's use of information technology grows, data centers and servers are likely to need more energy as well. The growing establishment of IT infrastructure, mechanization, and cloud-oriented operations has additionally highlighted the significance of constant power supply and steady operation of data centers and server spaces, leading to the growth of the market.

Key Highlights

  • Under Construction IT Load Capacity: The upcoming IT load capacity of the North American data center market is expected to reach above 25,000 MW by 2030.
  • Under Construction Raised Floor Space: The country's construction of raised floor areas is expected to exceed 85 million sq. ft. by 2030.
  • Planned Racks: The region's total number of racks to be installed is expected to reach more than 4 million units by 2030. The United States is expected to house the maximum number of racks by 2030.
  • Planned Submarine Cables: Close to 100 submarine cable systems connect North America, and many are under construction. One such cable, GigNet-1, started its service in 2023. It stretches over 1,104 kilometers and has landing points in Boca Raton, United States.

North America Data Center Power Market Trends

IT and Telecom to Hold Significant Share

  • The need for high-performance computing in technologies like cloud computing has led to the development of scalable, efficient, and flexible business operations, prompting many mid-sized companies to establish effective data centers like web hosting clouds and colocation centers. As a result, the increasing use of data centers has sparked a growing interest in cloud and mega data centers, which require massive amounts of power for data-intensive operations, thus creating a high demand for PDUs and UPSs.
  • An additional 30 million smartphone connections are expected by 2025, which will drive the ongoing shift away from outdated networks (2G and 3G) and fuel smartphone growth in the coming years. The projected more-than-threefold increase in mobile data traffic in North America by 2027 will be largely driven by the growing number of smartphone users.
  • The post-pandemic economic rebound, combined with robust sales of 5G smartphones and targeted marketing efforts, have collectively contributed to a surge in momentum. There is a growing consumer appetite to upgrade to 5G, with existing 5G customers demonstrating a heightened interest in augmenting their plans to encompass additional features such as video and music streaming, online gaming, live sports, and cloud storage.
  • As the 5G network continues to expand and improve, it is expected to facilitate the growth of emerging edge applications that require fast and high-capacity data transfer. To accommodate this shift, large-scale service providers are looking to upgrade their automation with next-generation power distribution units (PDUs) that prioritize modularity and safety in design, given the increasing capacity and limited space.
  • The growth of the data center power market is directly related to the launch of data centers and various market players investing in the data center expansion in the country. The data center power market is anticipated to flourish. For instance, in 2023, NetActuate, a prominent worldwide provider of network and infrastructure solutions, publicized the launch of a new data center location in Montreal. In addition to NetActuate's existing location in Toronto, this location gives its clientele new opportunities for in-country redundancy and disaster recovery.

United States to Hold Significant Growth

  • The US internet penetration rate stood at 97.1% of the total population at the start of 2024, and such a factor focuses on the significant digitization trend. Recent economic incentives and tax benefits have been significant drivers of data center construction in the country. Approximately 27 states leverage these factors to attract data center projects. Sweeping Data Center Tax Exemptions were passed in Illinois as part of its USD 45 billion capital construction budget. The law exempts qualifying data centers from state and local sales tax on the equipment front for the next ten years.
  • In 2023, around 1 in 4 dollars was invested in startups across the region; AI is generating more buzz compared to the previous years and has seen a plethora of enormous financings recently looking for companies in the space, including those to OpenAI and Anthropic.
  • The increasing power consumption and IT load capacities from the data center resulted in increasing the adoption of new power infrastructure solutions across the region. For instance, Dominion, a US utility, expects to connect 15 data centers to the grid in Virginia throughout 2024 after connecting 15 facilities in 2023, totaling almost a gigawatt of capacity. The utility stated that individual facility demand is growing from around 30MW to 60-90MW, and campus requests now range from 300MW to several GW.
  • In order to serve the growing requirement for data center power solutions, key players in the country are focusing on expanding production capacities and developing new products based on evolving market trends. For instance, Schneider Electric introduced the industry's first 4-in-1 combination outlets, APC NetShelter Rack PDU Advanced, which provides up to 50% more power with double the outlets per Rack PDU to support high-density applications and rising server rack densities.
  • Schneider Electric plans to expand its manufacturing facilities with an investment of around USD 140 million in 2024. The new plant in Mt. Juliet is expected to begin operations, including product shipping, by 2024 and be fully operational by 2025. Thus, rising investment in data centers and upcoming innovation would boost the demand for the country's data center power market.

North America Data Center Power Industry Overview

The North American data center power market is moderately fragmented and has gained a competitive edge in recent years. Some major players are ABB Ltd, Siemens AG, Raritan Inc. (Legrand), and other players. These major players with prominent market share focus on expanding their customer base across the region. These companies leverage strategic collaborative initiatives to increase their market share and profitability.

  • January 2024 - Legrand acquired ZPE Systems Inc., a Fremont, California-based company that offers critical solutions and services to deliver resilience and security for customers' business-critical infrastructure. The acquisition brings together ZPE's secure and open management infrastructure and services delivery platform for data center, branch, and edge environments to Legrand's comprehensive data center solutions of overhead busways, custom cabinets, intelligent PDUs, KVM switches, and advanced fiber solutions. ZPE Systems will become a business unit of Legrand's Data, Power, and Control (DPC) Division.
  • March 2023 - Vertiv Group Corp. announced that its Vertiv Geist Upgradeable Rack PDUs now come with a Combination Outlet C13/19, simplifying purchasing, inventory management and deployment. The universal C13/C19 outlet on Vertiv Geist Upgradeable Rack PDUs can easily accommodate new rack configurations, eliminating the need to modify or replace rPDUs as rack densities increase.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions and Market Definition
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

  • 4.1 Market Overview
    • 4.1.1 Industry Attractiveness - Porter's Five Forces Analysis
      • 4.1.1.1 Bargaining Power of Suppliers
      • 4.1.1.2 Bargaining Power of Buyers
      • 4.1.1.3 Threat of New Entrants
      • 4.1.1.4 Threat of Substitutes
      • 4.1.1.5 Intensity of Competitive Rivalry
  • 4.2 Impact of the Recent Geopolitical Developments of Data Center Infrastructure Market
  • 4.3 Industry Ecosystem Analysis - Data Center Power Infrastructure
  • 4.4 Market Drivers
    • 4.4.1 Rising Adoption of Mega Data Centers and Cloud Computing
    • 4.4.2 Increasing Demand to Reduce Operational Costs
  • 4.5 Market Challenges
    • 4.5.1 High Cost of Installation and Maintenance
  • 4.6 Market Opportunities
    • 4.6.1 Emergence of Green Data Centers and Increasing Energy Efficiency in Existing DC Facilities
  • 4.7 Analysis of Key Trends in Data Center Power & Back-up Solutions
    • 4.7.1 Advancements in Microgrid and Move Toward Renewable Energy-based Sources
    • 4.7.2 Emergence of Software-defined Power Solutions
    • 4.7.3 Adoption of Advanced UPS Solution
  • 4.8 Current Regulatory Scenario and Standards Related to Power Consumption in Data Center in North America

5 ANALYSIS OF DATA CENTER FOOTPRINT IN NORTH AMERICA

  • 5.1 Analysis of Current DC Footprint in Terms of IT Load Capacity & Number of Data Centers in United States & Canada
  • 5.2 Analysis of Key Hotspots in the United States (Top 15 Hotspots will be Analyzed in the Region)
  • 5.3 Analysis of Overall Spending on Data Center Infrastructure in North America

6 NORTH AMERICA DATA CENTER POWER MARKET SEGMENTATION

  • 6.1 By Type
    • 6.1.1 By Solution Type
      • 6.1.1.1 Power Distribution Solution
      • 6.1.1.2 Power Back Up Solutions
    • 6.1.2 By Service (Design & Consulting, Integration, Support & Maintenance)
  • 6.2 By Data Center Type
    • 6.2.1 Colocation
    • 6.2.2 Enterprise & Cloud
    • 6.2.3 Hyperscalers
  • 6.3 By End-user Application
    • 6.3.1 BFSI
    • 6.3.2 IT and Telecom
    • 6.3.3 Government
    • 6.3.4 Manufacturing
    • 6.3.5 Media & Entertainment
    • 6.3.6 Other End User
  • 6.4 By Country
    • 6.4.1 United States
    • 6.4.2 Canada

7 COMPETITIVE LANDSCAPE

  • 7.1 Company Profiles
    • 7.1.1 Vertiv Group Corp.
    • 7.1.2 ABB Ltd
    • 7.1.3 Schneider Electric
    • 7.1.4 Tripp Lite (Eaton)
    • 7.1.5 Raritan Inc. (Legrand)
    • 7.1.6 Enlogic (nvent)
    • 7.1.7 Kohler Co.
    • 7.1.8 LayerZero Power Systems
    • 7.1.9 Toshiba International Corporation
    • 7.1.10 Siemens AG
    • 7.1.11 Cummins Inc.
    • 7.1.12 Legrand

8 INVESTMENT ANALYSIS

9 FUTURE OUTLOOK OF THE MARKET