China Data Centre Market - 2020 to 2025

"New report from datacentrepricing finds that China is now the second largest third-party Data Centre Market in the world and is forecast to grow over the next 5 years by over 1 million square metres."

Datacentrepricing's (DCP) first edition of China finds that has become the second largest Data Centre market worldwide - behind the USA - with almost 1.6 million m2 of third party Data Centre raised floor space available across China.

The Chinese third -party Data Centre market is forecast to grow by over 1 million m2 of space over the five years to the end of 2025 to over 2.5 million m2. In size, China is similar to a large mature market - it has over 360 facilities and almost 200 Data Centre Providers. But China also offers faster growth than the other large Data Centre markets with datacentrepricing forecasting an increase of 72.5 per cent over the next five-year period.

However, DCP finds that as a share of the population in 2020, Chinese Data Centre space is still only a small amount when compared with Europe and the USA - with 0.69 m2 per head of population in China compared with 7.77 m2 per head of population in Germany - with China having more potential for future Data Centre growth.

Additionally, the sector is set to grow further as the Chinese Government has only recently (since 2017) designated Data Centres as a nationally strategic investment sector - as part of a policy to encourage further investment in advanced technology (including cloud computing, Artificial Intelligence (AI) and Big Data) which is set to allow more Government-supported Data Centre deployments.

Selected regional Chinese Governments are also promoting a Data Centre sector as a means of advancing regional economic development with Hebei Province aiming to create a similar Data Centre Cluster in China as North Virginia has become in the USA.

Currently the Chinese Data Centre market is dominated by the city areas of Beijing and Shanghai, with more Data Centre development overflowing to surrounding lower cost districts. Beijing and Shanghai accounts for 45 per cent of Chinese Data Centre space, with 14 Chinese cities accounting for 80 per cent of the total Chinese market.

The Chinese Data Centre market is highly fragmented and has almost 200 Data Centre Providers with twelve Data Centre Providers accounting for seventy per cent of total capacity as a handful of vendors introduce multiple Hyperscale Data Centre facilities with campus sites as large as 100,000 m2 of space.

Leading Chinese Hyperscale Data Centre Providers include - 21vianet Group, Beijing Sinnet, GDS Holdings Ltd, Centrin Data Systems & ChinData, who are all building multiple Data Centre facilities. Also, the Chinese Telecom Providers (China Telecom, China Unicom and China Mobile) are all using 3^rd party Data Centre facilities to boost their cloud presence.

The Chinese third party Data Centre market is benefitting from Telecom Providers using other facilities as they expand their geographical reach in China. It also has increased demand from internet, cloud and e-commerce suppliers including - Alibaba Group, Baidu, Tencent, JD Com and Kingsoft Cloud.

Finally, foreign investors have now woken up to the growth potential of the Chinese Data Centre market, with joint ventures with Chinese Data Centres being formed, with Bain Capital merging Bridge Data Centres with Chin Data, Gaw Capital (Hong Kong) partnering with Centrin Data Systems and GDS Holdings Ltd forming a joint venture with GIC (the Singaporean sovereign wealth fund) to develop Hyperscale Data Centres in so-called Chinese Tier 2 cities.

Table of Contents

Executive Summary - The key highlights from the China Data Centre 2020 report

Section 1 - The Chinese 3rd party Data Centre Landscape - as of 2020

• Introduction to the Chinese Data Centre Landscape
• Chinese Data Centres by domestic region & Data Centre area City Cluster
• The types of Chinese Data Centre business model
• The availability of power & renewable power for Chinese Data Centres
• The availability of domestic fibre in China
• The availability of international subsea cable fibre connecting China
• The customer segments for Chinese Data Centres
• Cloud, e-commerce & Hyperscale Data Centres in China
• Inward investment for the Chinese Data Centre segment
• Key Point Summary

Section 2 - Key Chinese 3rd party Data Centre Provider Profiles - as of 2020

• Introduction to the key Chinese Data Centre Providers
• 21vianet Group Data Centre Profile
• BDx (Big Data Exchange) Data Centre Profile
• Centrin Data Centre Profile
• Chayora Holdings Data Centre Profile
• ChinData Data Centre Profile
• China Mobile Data Centre Profile
• China Telecom Data Centre Profile
• China Unicom Data Centre Profile
• Equinix Data Centre Profile
• GDS Holdings Data Centre Profile
• Beijing Sinnet Technology Co. Data Centre Profile
• Telehouse Data Centre Profile
• Key Point Summary

Section 3 - Forecasts for the 3rd party Chinese Data Centre sector - from the end of 2020 to the end of 2025

• Introduction to the forecasts for the 3rd party Chinese Data Centre sector
• Forecast Data Centre raised floor space for the Chinese 3rd party Data Centre sector - from the end of 2020 to the end of 2025 - in m²
• Forecast Data Centre Customer Power (DCCP) for the Chinese 3rd party Data Centre sector - from the end of 2020 to the end of 2025 - in MW
• Forecast investment for the Chinese 3rd party Data Centre sector - from the end of 2020 to the end of 2025 - in millions of USD per annum
• Key Point Summary

Conclusions - Chinese Data Centre 2020 - The key developments & trends

• Introduction to the key Chinese Data Centre developments & trends
• The key developments to date for the Chinese Data Centre market
• The key trends for the Chinese Data Centre market

List of Figures

• Figure 1 - A simplified map of China
• Figure 2 - A Summary Table showing the key statistics for the 3rd party Chinese Data Centre market
• Figure 3 - A chart showing the forecast growth in Chinese 3rd party Data Centre raised floor space from the end of 2020 to the end of 2025 in m²
• Figure 4 - A chart showing the forecast growth in Chinese 3rd party Data Centre Customer Power (DCCP) from the end of 2020 to the end of 2025 in MW
• Figure 5 - A chart & table showing forecast growth in 3rd party Chinese Data Centre space (in '000's of m²) from the end of 2020 to the end of 2025
• Figure 6 - A table showing the forecast average power density per 3rd party Chinese Data Centre from 2020 to 2025
• Figure 7 - A chart showing China's share of the worldwide market by population, mobile users, broadband users, GDP and 3rd party Data Centre raised floor space in per cent
• Figure 8 - A chart showing the percentage of China use (by global population, global broadband use, mobile users, Data Centre space & GDP) is shown in per cent
• Figure 9 - A table showing the key 3rd party Chinese Data Centre city cluster areas, by Data Centre raised floor space - in m²
• Figure 10 - A table showing the foreign investors in the 3rd party Chinese Data Centre market
• Figure 11 - A chart showing the forecast growth in Chinese Cloud Computing revenues from 2016 to 2021 in billions of USD
• Figure 12 - A pie chart showing the key Chinese Data Centre Customer segments as a percentage
• Figure 13 - A table showing the largest Chinese 3rd party Data Centres suitable for Hyperscale requirements
• Figure 14 - A chart showing the key components of the Data Centre ecosystem
• Figure 15 - A chart showing the largest 3rd party Data Centre Country Markets including China - forecast as of the end of 2020 - by raised floor space in '000s of m²
• Figure 16 - A table showing the Data Centre raised floor space divided by population for selected Country Markets - including China
• Figure 17 - A table showing the US UpTime Institute Tier classification for Data Centre facility design
• Figure 18 - A table showing the Chinese 3rd party Data Centre facilities certified by the US UpTime Institute
• Figure 19 - A table showing China and other countries ranked in the World Bank ease of doing business 2019 survey
• Figure 20 - A table showing China & other countries rankings in the WEF GCI 2019 survey
• Figure 21 - A table showing the key Chinese 3rd party Data Centre city area clusters - by m²
• Figure 22 - A pie chart showing a breakdown of the three Chinese Data Centre business models - in per cent - by the total number of facilities in China
• Figure 23 - A pie chart showing China's energy mix including renewables as a percentage of the total (as of 2018)
• Figure 24 - A table showing the Greenpeace/North China Electric Power Company survey of the use of renewable power by Chinese internet provider
• Figure 25 - A table showing the key subsea fibre cables connecting China
• Figure 26 - A pie chart showing the breakdown of the three key Chinese Data Centre customer segments as a percentage of the total market
• Figure 27 - A table showing examples of key large Chinese Hyperscale Data Centre facilities
• Figure 28 - A chart showing the new Hyperscale customers added by GDS Data Centres from 2016 to 2019
• Figure 29 - A table showing the key new Chinese 3rd party Data Centre facilities being developed
• Figure 30 - A table showing the Global Switch Data Centre footprint worldwide
• Figure 31 - A chart showing 21vianet pricing (in Monthly Recurring Revenue per cabinet) from Q1-18 up to Q4-19 in USD per month
• Figure 32 - A pie chart showing the largest Chinese 3rd party Data Centre Providers (by raised floor space forecast as of the end of 2020) in per cent
• Figure 33 - A chart showing 21vianet Group capex trends from 2016 to 2020 (in millions of USD)
• Figure 34 - A pie chart showing the breakdown of 21vianet Group racks by key Chinese cities as a percentage
• Figure 35 - A table showing the planned growth in 21vianet Group Data Centre capacity for 2020 & 2021
• Figure 36 - A table showing a list of selected Data Centre facilities used by China Telecom in China
• Figure 37 - A pie chart showing the GDS Data Centre Hyperscale Customer Breakdown (Q4-19) in per cent
• Figure 38 - A table showing the GDS Data Centre facilities by location, space & utilisation across China as of the end of 2019
• Figure 39 - A table showing the GDS Data Centre facilities under construction as of the end of 2019
• Figure 40 - A chart showing the growth in GDS Data Centre total capex costs since 2015 to 2019 - in millions of USD per annum
• Figure 41 - A chart & table showing forecast Chinese 3rd party Data Centre raised floor space from the end of 2020 to the end of 2025 - in m²
• Figure 42 - A chart & table showing forecast Chinese 3rd party Data Centre Customer Power (DCCP) from the end of 2020 to the end of 2025 - in MW
• Figure 43 - A chart & table showing forecast Chinese 3rd party Data Centre investment from the end of 2020 to end of 2025 - in millions of USD
• Figure 44 - A table showing the forecast for BTS Hyperscale Data Centre projects in Tier 2 Chinese cities (the GDS & GIC partnership)