DescriptionAn analysis of the trends, market, and opportunities for the next generation of data centers, including new architectures and technologies. EVER-INCREASING INTERNET TRAFFIC AND ThE VIDEO STREAmING bOOm wILL ENCOURAGE LARGE DATA CENTER INVESTmENTS IN ThE COmING yEARS
Last year, around $143B was invested worldwide for new data center projects. Large internet companies like Amazon, Facebook, and Google are leading the investment in next-generation “green” data centers. There is a trend towards building larger data centers, consolidating and densifying server concentration for the sites which require more efficient buildings.
Consequently, the blade server market for data centers will display a 2015 - 2020 CAGR of +10.8%, while the entire server market will increase by 2.3%. Global server market share for data centers will increase from slightly lower than 20% in 2014 to almost 35% by 2020. Our regional split shows that North America (particularly the us) has the biggest share of the server market, at 34%/$3.5B. Europe, however, leads the uPs equipment and cooling systems markets for data centers. In fact, Europe’s large uPs (>100kVA) market was estimated at $931M in 2014. In this report, Yole Développement presents market forecasts for 2010 -2020, regional splits, and players’ market share for servers, UPS, and cooling systems. Also, each technology’s technical evolution will be presented.optimizing modern data centers’ energy consumption is a key challenge. also, technical solutions are required for storage aspects and data flow limitations
Data centers are huge electricity users, representing around 1.62% of the world’s consumed energy in 2014. Yole Développement analyses several possible scenarios for the evolution of data centers’ energy consumption. In the actual scenario, with an average Power Usage Efficiency (PUE) of 1.8, worldwide data center energy consumption will reach 507.9 TWh by 2020. In our hypothetical scenarios, there’s a possibility for achieving a 12.4% decrease of this number by implementing some new technologies.
Examples from Google, Microsoft, and Facebook show that it is possible to build highly-efficient data centers, with PUEs close to 1.1. In order to address the urgency for reduced energy consumption, manufacturers are emphasizing improved efficiency of the architectural design, the equipment, the cooling system, and more. Yole Développement report describes some of the more efficient modern data center architectures (modular Alternative Current (AC) and Direct Current (DC) grid), as well as some upcoming technologies, i.e. silicon photonics and WBG materials that could reduce energy consumption.TRADITIONALLy RIGID AC ARChITECTURES ARE EVOLVING TOwARDS FLEXIbLE, mODULAR SOLUTIONS. wILL DC GRID bE A SOLUTION FOR DATA CENTERS?
Traditional data centers aren’t able to enlarge their IT equipment, since the power architecture and the centralized cooling system were designed for rated power. such designs can’t be modified either, and more importantly, they present many inefficiencies when servers work in “low load” mode. Modularity brings a fresh approach to data center design, enabling the incorporation of additional servers when needed. Also, the power and cooling systems are better optimized, since equipment modules and distribution sub-networks can be activated/deactivated for improved efficiency. Moreover, virtualization and server resource management systems eliminate unnecessary power waste.
Yole Développement has also identified a smaller, high-potential parallel market consisting of “container data centers”. These containers are rugged, portable, energy-efficient plug & play solutions that have enjoyed rising sales over the last few years. HP leads this new market, which will enjoy a 23.2% CAGR from 2015 – 2020, with Huawei following closely behind.
Other solutions exist to minimize distribution chain power loss, such as DC grid data centers. Thanks to a simplified architecture and fewer conversion steps, losses can be reduced by 20%. Players like ABB, NTT, and Huawei have several DC grid data center demonstrators that use a 380VDC distribution voltage. The main barrier for this new architecture is the lack of appropriate DC components, especially 400VDC safety breakers. This report contains a detailed analysis of who is doing what, and how DC architecture helps reduce energy consumption.NEw TEChNOLOGIES LIkE SILICON phOTONICS ARE EmERGING TO RELIEVE TRAFFIC CONGESTION ON DATA TRANSmISSION LINES
In future data centers, photonics is generally perceived as a technical solution that will handle the increasing bandwidth up to 100Gb/s and beyond. But one of photonics’ intrinsic advantages is power-saving, which is a huge plus for interconnects that account for a significant part of power consumption. For example, with a 10Gb/s link, a copper interconnect will consume 10W, while silicon photonics or VCsELs solutions will consume 0.2W. This equates to a cost reduction from $3500/year for copper to $70/ year for photonics.
In our report we review the status of the emerging silicon photonics solution for data centers, and also cite other “cool” optical solutions like all-optical switches, direct photonic links, and active optic interconnect. All of these solutions contribute to lower power consumption. Other technologies such as emerging NVM (non-volatile memory) and WBG (wide-band gap) devices are analyzed too.
ObJECTIVES OF ThE REpORT
- Understand the current challenges and limitations of data centers
- Provide a clear overview of data centers’ related market values
- Reveal the next generation of data center architecture
- Understand the main technology and market trends
- Explain some of the key technologies with a deeper analysis
- Identify players’ supply chain position