Spring Festival Featurette | Exclusive front-line interview with IDC industry insiders
A senior executive of a front-line enterprise said in an interview: "This year, everyone in the domestic market is under great pressure. The pressure comes from many aspects. On the one hand, the growth of customer demand slows down, and on the other hand, the speed of customer signing and settling down is relatively slow due to the impact of the epidemic, which will be reflected in the slowdown of everyone's income growth. In the past, the annual growth rate was 20% or even 30%, but this year it will be more than 10%. ”
This situation will affect the business status of data center enterprises and increase operational risk. Some insiders pointed out that, Financial challenges are the problems that everyone faces this year 。 Under such pressure, the leading enterprises increased their capital reserves through convertible preferred bonds and other means to enhance their ability to withstand risks; Comparatively speaking, small and medium-sized companies face greater difficulties because of their insufficient capital reserves. If there are fewer orders and the settlement slows down, the financial pressure will be very great.
Another interviewee of an emerging data center service provider that is committed to building a new green computing cluster said: "Data center customers are still concentrated in operators, the Internet, finance and other industries, but The top Internet enterprises have actually shrunk, which is also a big test for the development of the future data center 。”
Faced with this situation, data center enterprises have carried out new planning, Change or focus on the layout to seek new market opportunities and development opportunities 。
Among them, "East counting and west counting" is the most mentioned influencing factor , the interviewee of the service provider said that the "counting from the east to the west" determines the overall layout of the national data center, which is equivalent to the country drawing a box to avoid disorder in space. The enterprise is making active layout at a certain node, and is willing to take advantage of the east wind and integrate into the great project of national modernization.
At the same time, the interviewee also pointed out that The competition will be very high , he said:“ At the current stage, in the case that the network construction can not meet the requirements of the east based calculation, the east based calculation is still the key point , which means that the construction of data centers in the east faces more demands, which will also lead to fierce competition in the east. In the short term, all forces will enter the market. In the long run, fierce competition will shape the pattern of future data center development. Who enters, who leaves, is bound to be bloody. ”
On the layout, The data center's attention to overseas markets is also gradually increasing And has become the development core of some enterprises. Huang Wei, chairman and CEO of Wanguo Data, pointed out that the Southeast Asia market is the focus of the company's overseas expansion in the next five years, which will keep pace with China's domestic business and become the company's second growth engine. At present, the company has deployed in Singapore, Malaysia and Indonesia, and has successfully implemented several projects.
In addition to layout adjustment, Energy saving and carbon reduction For the data center, it is also a top priority, and all the interviewed enterprises discussed this.
Huang Wei said that the company has released ESG Report Since the proposal of the carbon neutrality plan, the company will steadily advance in accordance with the road map, achieve the expected goal in 2021, and reduce the carbon emission intensity by 26.9% year-on-year - from 7.66tCO2e/m2 in 2020 to 5.60tCO2e/m2.
The interviewee of the aforementioned service provider emphasized that Strong guiding role of policies on green development , specifically in three aspects: energy, which is crucial to the development and utilization of green energy; In terms of technology, water-saving and electricity saving become key points; The waste heat is easy to use, gradually changing from slogan to practical project.
For the most concerned energy consumption indicator PUE, the interviewee believes that, The strict management of PUE requires enterprises to start from two aspects of energy development and energy utilization in order to improve energy utilization. He also discussed the development of technology, pointing out that "the development of technology itself is a long way to go, and for the data center, any single point of technological breakthrough is difficult to completely improve the status of its high energy consumption. The construction of green data center is a complex system engineering, which requires all-round and multi angle technical support. Therefore, in terms of the current social environment, cooperation may achieve technological progress faster, and technological cooperation is bound to bring innovation and diversification of business models. "
The current development of the data center is facing multiple challenges, but The interviewed enterprises generally believe that this is only a temporary phenomenon, and they are confident in the future development of the data center 。
Huang Wei said: "Every industry has a certain cycle, and we should respect the law. It is impossible to develop at a very fast speed all the time. There are ups and downs. Everyone who is an enterprise should have this psychological preparation, which is normal. The advantage of the Chinese market is that it has scale and is a unified market. Few data center markets in the world are as good as China. It is only a matter of time before the whole market situation will recover, but it is also a process of slow recovery. It will not recover to the stage of rapid progress in an instant. It will take some time. ”
