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市場調查報告書
商品編碼
1679182
資料中心現場太陽能光電市場預測至 2030 年:按組件、資料中心類型、部署類型、技術、應用和地區進行的全球分析On-Site Photovoltaic Solar Power for Data Centers Market Forecasts to 2030 - Global Analysis by Component, Data Center Type, Deployment Mode, Technology, Application and By Geography |
根據 Stratistics MRC 的數據,全球資料中心現場太陽能市場規模預計在 2024 年達到 242 億美元,到 2030 年將達到 523 億美元,預測期內的複合年成長率為 13.7%。
資料中心現場光伏(PV)是指直接在資料中心設施上發電的太陽能系統。這些系統由太陽能電池板、逆變器和電池儲存解決方案組成,將陽光轉化為可用電能,減少對電網電力和石化燃料的依賴。現場太陽能幫助資料中心實現能源效率,降低營運成本,並透過減少碳排放實現永續性目標。
據Cloudscene稱,截至2022年,美國是全球最大的資料中心市場,擁有約5,375個資料中心。
資料中心的能源需求不斷增加
資料中心不斷成長的能源需求推動了對經濟高效且永續的能源解決方案的需求,從而推動了現場太陽能光伏 (PV) 行業的發展。由於雲端運算、人工智慧和數位服務的成長,資料中心必須應對日益成長的電力需求。現場太陽能提供可靠的可再生替代能源,降低營運成本和對電網的依賴。由於環境承諾和減碳目標,資料中心也被迫使用太陽能,這正在加速全球市場的擴張和吸收。
初期投資高
資料中心現場太陽能發電所需的高額前期投資是市場擴展的一大障礙。太陽能電池板、能源儲存和電網整合的高安裝成本阻礙了其廣泛應用,尤其是對於較小的資料中心。這種經濟負擔減緩了回報,使得替代能源更具吸引力。此外,較長的投資回收期和財務限制也阻礙了其廣泛應用並減緩了市場成長。
技術進步
技術進步透過提高能源效率、可靠性和擴充性推動了資料中心現場太陽能光伏(PV)市場的發展。高效能太陽能板、雙面組件和先進逆變器等技術創新將增加發電量。鋰離子電池和固態電池等電池儲存技術的進步將使人們即使在陽光間歇的情況下也能實現全天候能源供應。智慧電網整合和人工智慧主導的能源管理最佳化了消耗並降低了營運成本。這些進步正在加速其在旨在實現永續性和能源獨立的資料中心的應用。
間歇性和能源儲存的挑戰
間歇性和能源儲存問題阻礙了資料中心採用現場太陽能。太陽能發電的發電量會隨著天氣而波動,導致電力供應不穩定。由於電池等能源儲存解決方案有限且昂貴,因此確保不間斷運作非常困難。這些挑戰將導致對備用電源的依賴增加,減少成本節約和永續性效益,減緩市場成長和滲透。
COVID-19 的影響
新冠疫情擾亂了資料中心現場太陽能市場,導致供應鏈中斷、勞動力短缺以及因封鎖而導致的計劃安裝延遲。然而,這場危機加速了數位轉型,增加了資料中心的能源需求。各國政府在復甦計畫中優先考慮可再生能源,並推動長期採用太陽能。疫情導致永續性計劃和能源安全擔憂的增加,從而活性化對資料中心現場太陽能的進一步投資。
冷卻系統部門預計將成為預測期內最大的部門
由於資料中心需要高效的市場佔有率以防止過熱,並且整合太陽能可以抵消電力消耗並降低營運成本,因此冷卻系統部分預計將在預測期內佔據最大的市場佔有率。液體冷卻和人工智慧最佳化等先進的冷卻技術將提高能源效率並使太陽能的採用更加可行。此外,永續冷卻和現場太陽能發電系統之間的協同效應將支持碳減排目標,並推動可再生能源資料中心市場的成長和投資。
預計預測期內結晶部分將達到最高的複合年成長率。
預計預測期內結晶部分將出現最高成長率。結晶板最大限度地提高了空間利用率,使其成為土地使用有限的屋頂和資料中心的理想選擇。它們的使用壽命也更長,在照度條件下的表現更佳,從而提高了可靠性並確保了持續的電力傳輸。此外,由於資料中心優先考慮永續性和節約成本,結晶技術成本的下降將加速其採用,從而進一步促進市場成長和能源彈性。
在預測期內,由於能源需求的增加、永續性措施和政府獎勵,預計北美將佔據最大的市場佔有率。科技巨頭和雲端服務供應商優先使用太陽能來減少碳排放和營運成本。聯邦和州的政策,包括稅額扣抵和可再生能源授權,正在進一步刺激採用。此外,太陽能技術和能源儲存的進步正在提高可靠性,使現場光伏成為確保資料中心運作能源獨立性和電網穩定性的可行解決方案。
預計預測期內亞太地區將呈現最高的複合年成長率。這是在數位化快速發展、能源需求不斷增加以及對可再生能源大力支持的背景下發生的。中國、印度和日本等國家正在透過獎勵和永續性要求鼓勵採用太陽能。該地區豐富的太陽能資源、不斷下降的太陽能電池板成本以及能源儲存的進步使得這一目標變得更加可行。此外,超大規模資料中心和雲端供應商正在投資現場太陽能,以減少碳排放並確保長期成本節約和能源安全。
According to Stratistics MRC, the Global On-Site Photovoltaic Solar Power for Data Centers Market is accounted for $24.2 billion in 2024 and is expected to reach $52.3 billion by 2030 growing at a CAGR of 13.7% during the forecast period. On-site photovoltaic (PV) solar power for data centers refers to the use of solar energy systems installed directly at data center facilities to generate electricity. These systems consist of solar panels, inverters, and battery storage solutions that convert sunlight into usable power, reducing reliance on grid electricity and fossil fuels. On-site solar helps data centers achieve energy efficiency, lower operational costs, and meet sustainability goals by cutting carbon emissions.
According to Cloudscene, as of 2022, the United States was the largest data centre market in the world, housing nearly 5375 data centres.
Rising Energy Demand from Data Centers
The rising energy demand from data centers is driving the on-site photovoltaic (PV) solar power industry by raising the demand for cost-effective and sustainable energy solutions. Data centers must deal with rising electricity demand as cloud computing, artificial intelligence, and digital services grow. On-site solar energy provides a dependable, renewable substitute that lowers operating expenses and grid reliance. Data centers are also compelled to use solar energy due to environmental pledges and carbon reduction goals, which accelerates the market's expansion and uptake globally.
High Initial Investment
The expensive initial investment in on-site photovoltaic solar electricity for data centers is a key impediment to market expansion. Adoption is hampered by the high cost of installing solar panels, energy storage devices, and grid integration, particularly for smaller data centers. Alternative energy sources become more alluring as a result of this financial burden delaying return on investment. Furthermore, extended payback periods and financial limitations prevent widespread adoption, which slows market growth.
Technological Advancements
Technological advancements drive the on-site photovoltaic (PV) solar power market for data centers by improving energy efficiency, reliability, and scalability. Innovations in high-efficiency solar panels, bifacial modules, and advanced inverters enhance power generation. Breakthroughs in battery storage, such as lithium-ion and solid-state batteries, ensure 24/7 energy availability despite solar intermittency. Smart grid integration and AI-driven energy management optimize consumption, reducing operational costs. These advancements are accelerating adoption among data centers aiming for sustainability and energy independence.
Intermittency & Energy Storage Challenges
Intermittency and energy storage challenges hinder the adoption of on-site photovoltaic solar power for data centers. Solar energy generation fluctuates due to weather conditions, leading to inconsistent power supply. Limited and costly energy storage solutions, such as batteries, make it difficult to ensure uninterrupted operations. These challenges increase reliance on backup power sources, reducing cost savings and sustainability benefits, thus slowing market growth and adoption.
Covid-19 Impact
The COVID-19 pandemic disrupted the on-site photovoltaic solar power market for data centers by delaying project installations due to supply chain disruptions, labor shortages, and lockdowns. However, the crisis accelerated digital transformation, increasing data center energy demands. Governments prioritized renewable energy in recovery plans, driving long-term solar adoption. Post-pandemic, rising sustainability commitments and energy security concerns further boosted investments in on-site solar power for data centers.
The cooling systems segment is expected to be the largest during the forecast period
The cooling systems segment is expected to account for the largest market share during the forecast period, as data centers require efficient cooling to prevent overheating, integrating solar power helps offset electricity consumption and reduce operational costs. Advanced cooling technologies, such as liquid cooling and AI-driven optimization, enhance energy efficiency, making solar adoption more viable. Additionally, the synergy between sustainable cooling and on-site PV systems supports carbon reduction goals, increasing market growth and investment in renewable-powered data centers.
The monocrystalline segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the monocrystalline segment is predicted to witness the highest growth rate, because Monocrystalline panels maximize space utilization, making them ideal for data centers with limited rooftop or land availability. Their longer lifespan and better performance in low-light conditions enhance reliability, ensuring continuous power supply. Additionally, as data centers prioritize sustainability and cost savings, the declining cost of monocrystalline technology accelerates adoption, further boosting the market's growth and energy resilience.
During the forecast period, the North America region is expected to hold the largest market share due to rising energy demands, sustainability initiatives, and government incentives. Tech giants and cloud service providers prioritize solar energy to reduce carbon footprints and operational costs. Federal and state policies, including tax credits and renewable energy mandates, further accelerate adoption. Additionally, advancements in solar technology and energy storage improve reliability, making on-site PV a viable solution for ensuring energy independence and grid stability in data center operations.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR, because of rapid digitalization, rising energy demands, and strong support for renewable energy. Countries like China, India, and Japan are promoting solar adoption through incentives and sustainability mandates. The region's abundant solar resources, declining panel costs, and advancements in energy storage enhance feasibility. Additionally, hyperscale data centers and cloud providers are investing in on-site solar to reduce carbon footprints, ensuring long-term cost savings and energy security.
Key players in the market
Some of the key players profiled in the On-Site Photovoltaic Solar Power for Data Centers Market include AirTrunk, Amazon, Apple Inc, CentralAxis, Cloverleaf Infrastructure, CtrlS Datacenters, CyrusOne Inc, Fujitsu Limited, Google, IBM Corporation, Intersect Power, Microsoft, NextDC Limited, NGP Energy Capital, Oracle, Sandbrook Capital, SunSource Energy, Tencent Holdings Ltd., TPG Rise Climate and WAAREE Energies.
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Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.