欧洲数据中心行业市场前景及投资研究报告-培训课件外文版2024.6

INDUSTRIES

&

MARKETSDatacentersinEuropeCHAPTER

01OverviewRevenueintheDataCentermarketfordifferentsegmentsWorldwidefrom2017to2028(inbillionU.S.dollars)RevenueintheDataCentermarketWorldwide2017-2028NetworkInfrastructureServersStorage5004504003503002502001501005002017201820192020202120222023202420252026202720283Description:Therevenueisforecasttoexperiencesignificantgrowthinallsegmentsin2028.Aspartofthepositivetrend,theindicatorreachesthemaximumvalueforallthreedifferentsegmentsattheendofthecomparisonperiod.ParticularlynoteworthyisthesegmentNetworkInfrastructure,whichhasthehighestvalueof256.14billionU.S.dollars.ReadmoreNote(s):WorldwideSource(s):MarketInsightsInformationtechnology(IT)spendingondatacentersystemsworldwidefrom2012to2024(inbillionU.S.dollars)ITdatacentersystemstotalspendingworldwide2012-2024250235.53221.22217.88215216210200181179171170166163150100501400201220132014201520162017201820192020202120222023*2024*4Description:In2023,spendingondatacentersystemsisexpectedtoamountto217billionU.S.dollars,aslightdecreaseofaround1.5percentcomparedtothepreviousyear.TheoverallITmarketexperiencedarecessionin2020,duetothenegativeeconomicimpactbroughtaboutbythecoronavirus(COVID-19)pandemic,butisalmostbacktothesamelevelsasin2019.ReadmoreNote(s):Worldwide;2012to2023;*ForecastReadmoreSource(s):GartnerRevenueoftheEuropeandatacentermarketfrom2016to2028,bysegment(inbillioneuros)RevenueinthedatacentermarketinEurope2016-2028,bysegmentServersStorageNetworkInfrastructure12010080604020020162017201820192020202120222023202420252026202720285Description:Therevenueisforecasttoexperiencesignificantgrowthinallsegmentsin2028.Aspartofthepositivetrend,theindicatorreachesthemaximumvalueforallthreedifferentsegmentsattheendofthecomparisonperiod.ParticularlynoteworthyisthesegmentNetworkInfrastructure,whichhasthehighestvalueof64.49billionEuros.ReadmoreNote(s):Source(s):RevenueoftheEuropeandatacentermarketfrom2016to2028,byregion(inbillioneuros)RevenueinthedatacentermarketinEurope2016-2028,byregionCentral&WesternEuropeEasternEuropeNorthernEuropeSouthernEurope12010080604020020162017201820192020202120222023202420252026202720286Description:Therevenueisforecasttoexperiencesignificantgrowthinallregionsin2028.Fromtheselectedregions,therankingbyrevenueinthedatacentermarketisforecasttobeleadbyCentral&WesternEuropewith67.44billionEuros.Incontrast,therankingistrailedbyEasternEuropewith6.13billionEuros,recordingadifferenceof61.31billionEurostoCentral&WesternEurope.ReadmoreNote(s):Europe;2016to2028Source(s):Europeanrealestateinvestmentanddevelopmentprospectsindatacentersfrom2018to2024Investmentanddevelopmentprospectsindatacenters2018-2024InvestmentDevelopment4.74.64.54.44.34.24.14.03.93.83.720182019202020212022202320247Description:TheprospectsofinvestmentanddevelopmentinthedatacenterrealestatemarketinEuropegenerallyimprovedbetween2018and2024.Theoutlookforbothinvestment(4.49)anddevelopment(4.24)ofdatacentersinEuropelookedgoodaccordingtoindustryexperts.Moreover,datacenterswereoneofthesectorswithbestprospectsontherealestatemarketfor2024.

ReadmoreNote(s):Europe;2017

to2023;1,089respondents;18yearsandolder;Industryexperts,includinginvestors,fundmanagers,developers,propertycompanies,lenders,brokers,advisersandconsultants*Source(s):PwC;UrbanLandInstituteInvestmentprospectsontherealestatemarketinEuropein2024,bysectorEuropeanrealestatemarketinvestmentprospects2024,bysectorScore(1to5=excellent)*2.0

2.50.00.51.01.53.03.54.04.55.0NewenergyinfrastructureDatacentres4.544.49HealthcareStudenthousingRetirement/assistedlivingSelf-storagefacilitiesLogisticfacilities4.24.164.134.124.1Co-livingLifesciencesPrivaterentedresidentialServicedapartmentsIndustrial/warehouseAffordablehousing4.074.044.044.043.993.988Description:ThenewenergyinfrastructureindustryhadthehighestinvestmentprospectsamongallsectorsintheEuropeanrealestatemarketin2023,withascoreof4.54outof5.DatacentersandHealthcarerankedsecondandthirdwithscoresof4.49and4.20outof5.Attheotherendofthescaleweresuburbanofficeswithascoreof2.18outof5.ReadmoreNote(s):Europe;2023;1,089respondents;18yearsandolder;Industryexperts,includinginvestors,fundmanagers,developers,propertycompanies,lenders,brokers,advisersandconsultants.Source(s):PwC;UrbanLandInstituteMobiledatatrafficinCentralandEasternEurope(CEE)from2012to2029(inexabytespermonth)MonthlydatatrafficinCentralandEasternEurope2012-202916141210814.8413.0411.6310.248.887.56.2864.8343.342.41.6421.180.740.550.40.240.060.1402012201320142015201620172018201920202021202220232024*

2025*

2026*

2027*

2028*

2029*9Description:MonthlymobiledatatrafficinCentralandEasternEurope(CEE)isprojectedtoreachalmostto15exabytes(EB)by2028,morethantwicethevaluefor2023.

ReadmoreNote(s):CEE;2012to2023;*Forecast.ReadmoreSource(s):EricssonMobiledatatrafficinWesternEuropefrom2012to2029(inexabytespermonth)MonthlydatatrafficinWesternEurope2012-20293025201510527.624.8622.4419.7816.8414.0411.1120238.776.044.362.982.021.190.9820160.680.430.150.27020122013201420152017201820192020202120222024*

2025*

2026*

2027*

2028*

2029*10Description:MonthlymobiledatatrafficinWesternEuropeisprojectedtoamountto27.6exabytes(EB)by2028,almosttwicethevalueforecastfor2024.Thisincreasewillbedrivenbythecontinuedadoptionofdataintensivemobileactivitiessuchasstreamingandcontentcreation.ReadmoreNote(s):Europe;2012to2029;*ForecastReadmoreSource(s):EricssonCHAPTER

02DatacentermarketsNumberofdatacentersinEuropeancountriesasofFebruary2024NumberofdatacentersinEuropeancountries2024Numberofdatacenters0100200300400500600GermanyUnitedKingdomFrance522517315NetherlandsRussia300251Italy168PolandSpain144143SwitzerlandSweden12095Belgium79Austria68Ukraine5812Description:AsofFebruary2024,522datacenterswerelocatedinGermany,themostofanyEuropeannation.Datacentersarebuildingsthathousecomputersystemsandcentralizeorganizations'sharedinformationtechnology(IT)operations.TheUnitedStatesishometothelargestshareofdatacentersworldwide,withover5,000facilities.ReadmoreNote(s):Europe;2024Source(s):CloudsceneLeadingEuropeandatacentermarketsfrom2016to2023,byinventory(inmegawatts)LeadingdatacentermarketsinEurope2016-2023,byinventoryDublinParisAmsterdamFrankfurtLondon3,5003,0002,5002,0001,0287059068167181,5006465665884484962865004341,0005000463236448423365422507418320377358193298173349187286141253127201925513222311220182517898201620172020202120222023*13Description:LondonremainedEurope'slargestdatacentermarketin2023,withtotalinventoryintheBritishcapitalexpectedtosurpass1,000megawattsbytheendoftheyear.Frankfurtwasthesecond-largestmarket,followedbyAmsterdam.

ReadmoreNote(s):Europe;2016to2023;*FullyearforecastasofQ32023.ReadmoreSource(s):JLLEuropeandatacentermarketsbyshareoftake-upin2023Europeandatacentertake-upbymarketin2023Secondarymarkets15%Frankfurt20%Paris14%Amsterdam17%London20%Dublin14%14Description:Londonaccountedfor21percentofdatacentertake-upinEuropein2023,followedcloselybyFrankfurtandAmsterdam.LondonremainedthelargestdatacentermarketinEuropethatyear,despitemountingcostpressuresforoperators.

ReadmoreNote(s):Europe;2023Source(s):CBREGroupDatacentercapacityplannedandunderconstructioninEuropein1sthalf2023,bymarket(inmegawatts)DatacentercapacityplannedandunderconstructioninEuropeinH12023,bymarketInventoryinmegawattsPlanned

Underconstruction0100200300400500600700800900576DublinFrankfurtParis270841181493136130118104196AmsterdamLondonBrusselsWarsawMilanOsloMadridCopenhagenZurich61012111666258292291324149321111615Description:Dublinhadareported270megawatts(MW)ofdatacentercapacityunderconstructionasofthefirsthalfof2023,themostofanyEuropeanmarket.Meanwhile,Frankfurthadthemostcapacityplannedforfutureconstruction,aheadofLondon,whichremainsthelargestdatacentermarketintheregion.ReadmoreNote(s):Europe;H12023Source(s):Cushman&WakefieldNumberofcompleteddatacentertransactionsinEuropefrom2019to2023,bycountryCompleteddatacentertransactionsinEurope2019-2023,bycountryUKNetherlandsGermanyFranceOther40353025201510502019202020212022202316Description:ThenumberofcompleteddatacentertransactionsinEuropeincreasedto34in2023,withtheUKaccountingforeightcompleteddeals.TheUKisEurope'slargestdatacentermarket,withLondonakeyhubforhyperscalefacilities.

ReadmoreNote(s):Europe;2019to2023Source(s):DNV;EIA;IRENA;NREL;RolandBergerLargestdatacenterpropertyandsitesaledealsinEuropein2022LargestdealsfordatacenterpropertysalesinEurope2022Property

(buyer;

seller)Property

size

(square

meters)Sale

price

(million

U.S.

dollars)Wilhelm-FayStrasse15,Frankfurt(DigitalCoreREIT;DigitalRealty)16722140Vanda3,Stockholm(Barings;Pictet,Brunswick)*630001600093CrdesPetitesEcuries,Paris(PentaInfra;CampusSungard)*17Description:In2022,thelargestpropertysaleinthedatacenterrealestatemarketinEuropewasVanda3inStockholm.InJuly2022,Baringsboughtthe63,000squaremeterpropertyfromPictetandBrunswick.Anothernotabledealwasthesaleofanalmost17,000squaremetersproperty(Wilhelm-FayStrasse15,Frankfurt)for140millionU.S.dollars.ReadmoreNote(s):Germany,Netherlands,UnitedKingdom;2022;*ConfidentialpriceReadmoreSource(s):Cushman&WakefieldVacancyratesofleadingEuropeandatacentermarketsin3rdquarter2023VacancyratesofleadingEuropeandatacentermarketsQ3202320%18%16%14%12%10%18%8%14%14%6%9%4%2%0%6%4%4%MadridLondonParisAmsterdamFrankfurtDublinBerlin18Description:MadridhadthehighestvacancyrateamongmajorEuropeandatacentermarketsinthethirdquarterof2023.Europe'slargestdatacentermarket,London,hadavacancyrateof14percent,alongwithParis.

ReadmoreNote(s):Europe;Q32023Source(s):JLLCHAPTER

03SegmentCloudcomputingmarketsizeinEuropefrom2017to2028,bysegment(inbillionEUR)Europeancloudcomputingmarketsize2017-2028,bysegmentSoftwareasaServicePlatformasaServiceInfrastructureasaService2502001501005048.7458.2644.8951.6340.6545.3335.6630.3825.0526.3839.633.0919.4416.3514.4118.8112.589.31202883.5720279.79.9477.65202671.7120257.77.3365.58202458.8820235.615.7216.7848.4943.0820214.0334.0927.6323.2402017201820192020202220Description:Overthelasttwoobservations,therevenueisforecasttosignificantlyincreaseinallsegments.Thetrendobservedfrom2017to2028remainsconsistentthroughouttheentireforecastperiod.Thereisacontinuousincreaseintheindicatoracrossallsegments.Notably,theSoftwareasaServicesegmentachievesthehighestvalueof89.31billioneuroat2028.ReadmoreNote(s):Europe;2017to2028Source(s):TechnologyMarketInsightsCloudhyperscalerevenueworldwidein2022,byregion(inbillionU.S.dollars)Globalcloudhyperscalerevenue2022,byregionRevenueinbillionU.S.dollars40

50010203060708090100UnitedStatesChina87.619.516.6RestofEuropeSouthEastAsiaUnitedKingdomEastAsia1310.97.45.6IndiaAustralia/NewZealandLatinAmericaCanada3.42.82.71.1MiddleEast/Africa21Description:In2022,theUnitedStatessaw87.6billiondollarsincloudhyperscalerevenue,thehighestofanyregionworldwide.TheU.S.hascementeditselfasakeymarketincloudtechnology,withNorthernVirginiaservingasanimportanthubforhyperscaledatacenters.China,thesecondlargestmarket,saw19.5billionU.S.dollarsinrevenuefortheyear.ReadmoreNote(s):Worldwide;2022Source(s):Cushman&WakefieldValueofthegreendatacentermarketinEuropefrom2020to2023,withaforecastuntil2030,byregion(inbillionU.S.dollars)ValueofthegreendatacentermarketinEurope2020-2030,byregionGermanyUKFranceSpainItalyRestofEurope60504030201002020202120222023*2024*2025*2026*2027*2028*2029*2030*22/statistics/1398530/europe-green-data-center-marketTheEuropeangreendatacentermarketisforecasttobeworthalmost50billionU.S.dollarsin2030,upfromanexpected14.57billionU.S.dollarsin2023.Germanyissettoremainthelargestmarket,followedbytheUnitedKingdomandFrance.

ReadmoreNote(s):Europe;2020to2023;*ForecastReadmoreSource(s):ExtrapolateCHAPTER

04CompaniesDigitalRealty'sglobaldatacenterbuildingportfoliofrom2021to2023,byregionNumberofDigitalRealtydatacenterbuildingsworldwide2021-2023,byregionEuropeNorthAmericaAfricaAsiaPacific30025020015010050020212022202324Description:AsofDecember31,2023,Texas-basedDigitalRealtylisted242datacenterbuildingsacrosstheglobe,adecreaseonthepreviousyear.ThoughEuropeishometothelargestnumberofindividualDigitalRealtybuildings,theUnitedStatesaccountedforafargreatershareofnetrentablespace.ReadmoreNote(s):Worldwide;2021to2023Source(s):DigitalRealtyNetrentablesquarefeetofDigitalRealtyfacilitiesworldwidefrom2021to2023NetrentablesquarefeetofDigitalRealtyworldwide2021-2023NorthAmericaEuropeAsiaPacificAfrica35,00030,00025,00020,00015,00010,0005,000020212022202325Description:DigitalRealtyreported20,150squarefeetofnetrentablespaceinNorthAmericain2023-alowerfigurethanthatreportedfor2022.ThiswaspartiallyoffsetbyanincreaseinspacemadeavailableforrentinEuropeandAfrica.

ReadmoreNote(s):Worldwide;2021to2023Source(s):DigitalRealtyOccupancyofDigitalRealtyfacilitiesworlwidefrom2021to2023,byregionOccupancyofDigitalRealtyfacilities2021-2023,byregionNorthAmerica86.3%Europe79.3%AsiaPacific75.9%Africa70.2%100%90%80%70%60%50%40%30%20%10%0%85.4%83.8%76.2%75.8%76.7%74.6%71%58.5%20212022202326Description:ThedatacenteroperatorDigitalRealtyreportedthat83.8percentofitsrentableNorthAmericanportfoliowasoccupiedin2023,downfrom86.3percentin2022.NorthAmericaremainsthefirm'slargestmarketbyrentablespace,thoughithaslookedtoexpanditsinterestsabroad.ReadmoreNote(s):Worldwide;2021to2023Source(s):DigitalRealtyNumberofEquinixInternationalBusinessExchange(IBX)datacentersworldwidefrom2016to2023,byregionNumberofEquinixIBXdatacentersworldwide2016-2023,byregionAmericasEMEAAPAC30025020015010050508448825078457540734573307327641081041031068787865502016201720182019202020212022202327Description:In2023,Equinixhadatotalof242InternationalBusinessExchange(IBX)datacentersacrosstheglobe,withalmosthalflocatedintheAmericasregion.Thiswasanincreaseofsixdatacentersonthepreviousyear,withtheCalifornia-basedoperatorlookingtocapitalizeonanincreasingglobaldatacenterdemanddrivenbydigitaltransformation.ReadmoreNote(s):Worldwide;2016to2023Source(s):EquinixEquinixrevenueworldwidefrom2016to2023,byregion(inmillionU.S.dollars)Equinixrevenueworldwidebyregion2016-2023AmericasEMEAAsia-Pacific9,0008,0007,0006,0005,0001,732.792,837.851,570.682,343.21,458.572,155.221,294.41,167.971,024.281,562.644,0003,0002,0001,0000849.411,996.391,806.44761.11,346.261,171.343,617.4920233,349.2220223,021.7520212,707.7620202,587.7320192,484.7320182,172.7620171,679.55201628Description:TheannualrevenueofdatacenteroperatorEquinixsurpassedeightbillionU.S.dollarsin2023,havingincreasedalmost13percent.ThelargestshareofrevenuewasgeneratedintheAmericasregion,followedbyEMEA.EquinixridesthewaveofdigitaltransformationBasedinRedwoodCity,California,Equinixhascementeditspositionasgloballeaderinthecolocationdatacentermarket.It’samongarangeofdigitalinfrastructurecompaniesthathaverisentoprominenceamidthe[...]

ReadmoreNote(s):Worldwide;2016to2023Source(s):EquinixLeadingrealestateandinvestmentcompaniestradingonthestockexchangeinEuropeinNovember2023,bymarketcap(inbillioneuros)MarketcapofleadingrealestateandinvestmentcompaniesinEurope2023Marketcapitalizationinbillioneuros0102030405060708090100PrologisInc(Germany)AmericanTowerCorp(German