Major Listed Companies in Edge Computing Industry: Currently, domestic listed companies in the edge computing industry mainly include Alibaba (BABA), China Mobile (00941.HK), Tencent (TCTZF), China Telecom (00728.HK), Baidu (BIDU), China Unicom (600050), Huawei ( HUAW), China Radio and Television (SH600831) and others.
The core data of this article: domestic data scale, edge computing market scale, domestic mobile Internet traffic scale, new information technology scenarios, edge data center development bottlenecks
1, the domestic data volume is exponential growth
Data volume and computing volume are exponential explosion, driving the continuous expansion of edge data center scale. It is expected that the scale of China's data native industry will account for 15% of the entire economy in 2030, and the overall scale of data will be more than 4YB, accounting for 30% of the total global data. Relying on enterprises' traditional data storage and processing equipment has been completely insufficient to support the increasingly large data production, value mining needs, and the enterprise's timeliness of data processing, security requirements are also increasingly high, to build the edge of the data center has become the inevitable requirements of the data explosion.
2, edge computing business explosive growth
The explosive growth of the edge computing business has directly driven the continued increase in demand for IDCs as the physical infrastructure for edge cloud services.In 2018, China's edge computing market size reached 7.7
billion yuan, a year-on-year increase of 55.2%, and forward-looking preliminary estimates market size to reach 29.6 billion yuan in 2021, an increase of 64.4% year-on-year. As the hardware and software resources and information for on-demand*** enjoyment of edge computing services are mainly stored in edge data centers, the increase in the market scale of edge computing will inevitably boost the demand for edge data centers.
3, mobile terminal equipment and network traffic continues to surge
Mobile terminal equipment and Internet traffic continues to grow at a high rate and industrial Internet applications gradually deep landing, to promote the edge of the data center traffic to maintain high growth. On the consumer Internet side, with the outbreak of short videos, live broadcasting, games and other applications, mobile Internet traffic has shown exponential growth. mobile Internet traffic access reached 122 billion GB in 2019, a year-on-year increase of 71.6%, and mobile Internet DOU reached 7.8
GB/month/household, which is 1.69 times of that in 2018.
In terms of industrial Internet, more and more enterprises are moving data storage from local equipment to edge cloud servers, and massive data are replicated, stored, transmitted and analyzed and applied at the edge, and enterprises are going to the cloud and big data are driving explosive growth in enterprise data traffic. And with the full spread of 5G commercial, data traffic will continue to explode, accelerating the development of edge data centers.
4, the rapid emergence of new information technology scenarios
Edge data centers are born to support lower latency 5G new business. As the density of terminals supported by 5G is very high, the amount of data it brings will also be very impressive. With edge data centers, IT resources from cloud data centers are migrated closer to the user side, which will be closer to such data and facilitate data processing.
Meanwhile, the gradual landing of emerging technologies such as 5G, Telematics, CDN, AR/VR, etc., accelerates the promotion and application of emerging technologies in various traditional fields, prompts the generation of new business forms, and effectively pushes forward the industrial development of edge data centers. For example, the integration and development of 5G and IoT technologies in the transportation field has promoted the large-scale development of intelligent driving car business; and the integration and development of 5G and AR/VR technologies in the medical field has promoted the large-scale development of telemedicine (including remote surgery, remote monitoring, etc.) business.
The edge data center industry is booming at the same time there are some problems. Edge data centers are small in size, but large in number, huge in total and extremely fragmented in physical location, which will inevitably have a huge impact on China's data center industry. China's basic operators, IDC service providers, equipment manufacturers have begun to layout, but in the process of its technical research and promotion and application of many problems.
The above data refer to the China 5G Industry Development Outlook Forecast and Industry Chain Investment Opportunity Analysis Report by Prospect Industry Research Institute.