计算机行业深度:云计算产业的基石,数据中心IDC

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1、? IDC?IDC?-?IT? ?IDC? ?IDC?IDC? ?2IDC?CapEx? ?OpEx? ?3IDC? ?$?IDC?Level 4 - ? Level 3 - ? Level 2 - ? Level 1 - ?4?/?/? ?Amazon?Google? ?IDC? ?IT? ?IDC?2014?IDC?2014? ?IDC?20%? ?IDC?30%? ?5148.4183.2222.6255.2284.4327.925.10%23.50%21.50% 14.60%11.40%15.30%0%10%20%30%40%50%60%70%80%050100150200250300

2、350200920102011201220132014?IDC?IDC?72.8102.2170.8210.8262.5372.2492.4660.3919.149.50%40.40%67.10%23.40%24.50%41.80%32.30%34.10%39.20%0%10%20%30%40%50%60%70%80%010020030040050060070080090010002009201020112012201320142015E2016E2017E?IDC?IDC?IDC?6?Colocation? ?Wholesale? ?IDC? CenturyLink 2011?35?Savv

3、is? Colocation? Verizon 2011?14?Terremark? ? NTT 2013?3.5?RagingWire 80%? ?IDC? Digital Realty 2015?19?Telx?Colocation ? Equinix 2015?36?Telecity Group? ?7IDC?REIT?IDC?CapEx? ?IDC?REITs? ?QTS?CyrusOne, Digital Realty?IDC?REIT?2015? IDC?Equinix?REIT?SEC?REIT?801234520082009201020112012201320142015IDC

4、?REIT ETF?EQIX DLR RAX Vanguard REIT ETF?IDC?CapEx? 80% ? 20% ?9?2009 Uptime Institute, Inc.? ?IDC 12-25?/? ?IDC 8-10?/?$2500? ? ? ?Tier II ?Tier III ?Tier IV ?$8300$14000$15400?5509501000?420420470?350500550?132018702020IDC?OpEx?100.000.100.200.300.400.500.600.700.800.901.002015-04 ?IDC?OpEx? 50%?I

5、DC?PUE? ?IDC? ?20%? ? ? ? ? 27%? 21%? ? ? 23%? ? 29%?IDC? ?110%10%20%30%?2014 Q3 Colocation?EquinixCenturyLinkVerizonNTTatTokyoKDDIEquinixTelecityBT?EquinixDTInterxionKDDIOrangeInterxionKPNInterxionTelecityEquinixSingTelInterxion? ?0.0%2.0%4.0%6.0%8.0%10.0%12.0%EquinixDigital RealtyNTTVerizonCentury

6、LinkKDDIGlobal SwitchChina TelecomAT&TDuPont FabrosInterxion?IDC?IDC?1200.511.522.533.52011/2/262012/4/12013/5/62014/6/102015/7/15?IDC?VNET EQIX RAX DLR0204060801001201402011/2/262012/4/12013/5/62014/6/102015/7/15?IDC?VNET EQIX RAX DLR01234567892011/2/262012/4/12013/5/62014/6/102015/7/15?IDC?VNET EQ

7、IX RAX DLR0204060801001201402011/2/262012/4/12013/5/62014/6/102015/7/15?IDC?%?VNET EQIX RAX DLR?Equinix?IDC?Equinix? ? Equinix?IDC? ?130%20%40%60%80%100%120%05001,0001,5002,0002,5003,0002005200620072008200920102011201220132014Million USDEquinix ?2014?Equinix?28?2?46?4?17?5?4?Equinix?-?Equinix? ? ? ?

8、14? ? ? ? ? ?Equinix?Equinix?2013?1,376637 4308.9%21.3% 18.5%0%5%10%15%20%25%05001,0001,500?2014?Equinix ?Digital Realty?IDC?IDC?Digital Realty? ?IDC?IDC? ?68%? 2015?7?Digital Realty?19?20?IDC?Telx? ?Digital Realty?15?57%.15Dallas, 18Nothern Virginia - US, 18Silicon Vally - US, 16London, England, 11

9、New York/New Jersey, 8Amsterdam, 5Boston -US, 6Paris, France, 4Phoenix - US, 4Dublin, Ireland, 4Los Angeles -Charlotte - US, 3St. Louis - US, 3Chicago -US, 3Atlanta - US, 3Austin - US, 3San Franscisco - US, 4Digital Realty ?0%10%20%30%40%50%60%70%80%90%100%020040060080010001200140016001800200320042005200620072008200920102011201220132014?Digital Realty ?EBITDA?Rackspace?160%50%100%150%200%05001,0001,5002,0002008200920102011201220132014Rackspace?

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