Wang Weiling has been doing research work in the field of cloud computing and data center. Since 2019, the number of projects related to data center has increased significantly. He said that the number of projects found in succession actually proves that it is in the warm-up period.
In Wang Weilings opinion, compared with cloud computing, the original data center is more real estate oriented, less it oriented, and has less voice in the market. But in the past two years, the data center has suddenly caught fire. Under the influence of the new infrastructure policy, state-owned enterprises, state-owned enterprises, large Internet companies, etc. began to increase the code layout, and China entered the era of high-speed money burning. At the same time, on April 30, the CSRC and the national development and Reform Commission jointly issued the notice on promoting the pilot work of REITs in the field of infrastructure, which has a great impact on the pattern of data center.
With the rapid growth of cloud computing business, Alibaba and Tencent recently announced the expansion. Meanwhile, new game player, national grid, Lenovo, Naka Kumonobu, Kwai Fu and so on are also emerging, and the industry is becoming more competitive. Luo Liang, an independent computer analyst, told reporters, the data center will increasingly focus on cloud manufacturers, so Alibaba Tencent is adding code. The scale effect of data centers will become more and more obvious, the investment threshold will become higher and higher, and small and medium-sized data centers may be acquired in succession.
Wang Weiling and reporters shared the data of iResearch, and the data centers in Beijing, Shanghai, Guangzhou and Shenzhen had more than 75% of the shelves. In recent years, the trend of establishing data centers in second and third tier cities, Western and northern remote cities has become stronger and stronger.
In his opinion, there are three reasons for this move out: first, the data center is a high energy consuming industry, so it is difficult to approve the power consumption indicators of core cities such as Beijing, Shanghai, Guangzhou and Shenzhen; second, the pue (the indicator for evaluating the energy efficiency of data Center) of these places does not have its own advantages due to the approval of the power consumption indicators, subject to the temperature and other reasons; third, the power cost of these areas The cost of labor and site are very high.
In June 6th, Kwai Kwai, founder and CEO of fast tech, said that in 2020, more than 300 million people opened their hands every day, uploading over 15 million videos. Moreover, live + short video has become the trend of digital transformation in all walks of life, especially in the new crown epidemic period, Kwai Chung joint electric business, education, medical, music, social governance and other fields to explore new possibilities together.
It is also under this background that Kwai Tai has been established in Wulanchabu big data center, with investment of ten billion yuan, covering an area of about 500 mu and accommodating 300 thousand servers. The first batch of IT devices is expected to be launched at the end of 2021.
Wang Weiling observed that developers and operators of third-party data centers, such as universal data and Century Internet, are reluctant to build data centers in remote areas because their customers are in cities such as beishangguangshen or Hangzhou. If it is built in a remote city and the customer has thousands of servers to be put on the shelf, including the long-term operation and maintenance of servers and cabling on the cabinet, it is the biggest problem. Its relatively easy for Internet companies to implement this in remote areas to set up data centers, said Wang Weiling, because their own needs are very large, so they dont need to consider such issues as sales rate and listing rate.
So, is it because the market competition in the first tier cities is relatively saturated? Will the emphasis on remote areas increase in the future?
In Wang Weilings opinion, the demand of Internet companies in such cities as Beijing, Shanghai, Guangzhou and Shenzhen is very large. Basically, when the data center is built, it will be rented out. So the competition is not particularly fierce, but there is also competition, which will be reflected in the price positioning.
Money burning business
A person who has worked in the field of cloud computing for many years told reporters that the initial investment in building a data center is very large. Its like building a house. Its a new form of real estate business. The initial investment requires diesel generator set electricity, power user station, UPS power supply equipment, distribution cabinet, water chiller, cabinet, electrostatic floor, etc., which are all construction costs. In the future, there are also operating costs. Only two parts, power cost and depreciation, need a lot of investment. According to Bloomberg data, these two parts account for 82.3% of the total cost, followed by rent, equipment rental, labor cost, etc. Cabinet aging is faster, because it needs to be used 24 hours a day, including the switch aging is very fast, basically five or six years later, you need to renovate the data center again. Said the person.
Demand within the industry has also spawned companies that specialize in data centers for businesses. Founded in 2015 in Beijing, Tenglong holding group mainly provides global distributed data center customization services for large Internet companies, financial institutions and government enterprises. In November last year, Tenglong Holding Group announced the completion of round a financing, with a contracted amount of 26 billion yuan, the highest amount of financing in IDC industry.
To this end, Wang Weiling said, its true that data center is a heavy asset project, but if you can have a large number of customers, heavy asset does not matter.
Todays data center market has the largest volume of three operators, accounting for more than 50% of the national market scale. Data center is not their business focus, at least not the only focus, so they generally do not expand in large scale. Looking at foreign telecom operators, in fact, they are gradually divesting this business.. Wang Weiling said that the remaining competitors are more than 30 data center listed companies such as universal data and Century Internet. Internet companies rarely rent their data centers directly (actually, they are not the concept of traditional data centers). They usually use them for their own use. Even if they rent them, they also rent cabinets on the IAAs layer, not directly. In Luo Liangs view, building one or two data centers has a limited effect on enterprises. Only by forming a network can the value of data centers be maximized. The cost of operating data centers is not low. If the business scale is small, it is not as economic and flexible as going to the cloud. In recent years, M & A cases have taken place in the world data, halo new network, aofei data, etc. Shagang has actively arranged foreign data centers through M & A. in this case, Wang Weiling said, in the future, with the trial operation of REITs in the field of infrastructure, M & A is expected to be more frequent. Under the situation of large Internet companies, large state-owned enterprises and central enterprises competing for supremacy, the life of some small data centers will be more and more difficult in the future. Source: Yang Qian, editor in charge of Economic Observer_ NF4425
In Luo Liangs view, building one or two data centers has a limited effect on enterprises. Only by forming a network can the value of data centers be maximized. The cost of operating data centers is not low. If the business scale is small, it is not as economic and flexible as going to the cloud.
In recent years, M & A cases have taken place in the world data, halo new network, aofei data, etc. Shagang has actively arranged foreign data centers through M & A. in this case, Wang Weiling said, in the future, with the trial operation of REITs in the field of infrastructure, M & A is expected to be more frequent. Under the situation of large Internet companies, large state-owned enterprises and central enterprises competing for supremacy, the life of some small data centers will be more and more difficult in the future.