The Internet traffic dividend transmission path is the […]
The Internet traffic dividend transmission path is the rise of CDN and extends to IDC. Cloud computing benefits most
With the rise of high-definition video, live broadcast, VR, Internet of Things and other applications, Internet cloud data center traffic continues to grow at a high rate, driving Internet service providers and telecom operators to continuously increase investment in content and network resources, thereby promoting CDN, IDC, cloud Emerging industries such as computing have grown stronger. The Internet traffic dividend has promoted the integration of the CDN industry, creating the rise of domestic Wangsu technology and overseas Akamai and other industry giants. It has also inspired new cloud computing formats and new services from a single spark to a prairie fire. Amazon Cloud and Alibaba Cloud take control Leading position in the US-China cloud service industry. According to Cisco's forecast, global data center IP traffic will increase from 4.7ZB per year in 2015 to 15.3ZB per year in 2020, with a compound annual growth rate of about 27%. In the future, Internet traffic dividends will continue to be the most important investment driver, source of profit, and source of innovation for telecom operators and Internet service providers.
Global data center development will move towards scale and centralization
With the commercial use of emerging technologies such as cloud computing, big data, and virtualization, data center traffic and bandwidth have increased exponentially, and the development of IDC has evolved from server rooms to ultra-large-scale, centralized deployments. According to IDC statistics, as of December 2016, there were nearly 300 ultra-large-scale data centers in the world. 45% of cloud data centers are in the United States. China and Japan rank second and third respectively, accounting for 8% and 7%. According to IDC circles, the average annual compound growth rate of global data centers from 2012 to 2017 is 17.39%, and that of China is 39.57%, and the growth rate is much higher than the international level. From 2015 to 2016, China's IDC market continued the high growth trend of the 3G/4G cross-border era in 2014, with a total market size of 51.86 billion yuan. Compared with the United States, my country's data centers are mainly small and medium-sized, and large and very large data centers are on the rise, and there is huge room for development.
Data center, the next breakthrough in optical communication
In 2019, 99% of global telecommunication network traffic was related to data centers. From 2015 to 2020, the annual compound growth rate of DCI traffic will reach 31.90%. In order to achieve high-speed and long-distance transmission applications, the demand for DCI interconnection drives the growth of demand for high-speed optical modules. In order to improve the efficiency of data center traffic and reduce the cost of cloud data center network construction, in recent years, large cloud data centers around the world have increasingly used spine-and-leaf network architecture. In 2016, the top 5 Internet service providers in the United States used The total capital expenditure of basic IT facilities such as data centers has exceeded US$40 billion, which is almost the same as the combined capital expenditure of the top 5 telecom operators in the United States. In the future, data center application requirements will become the next breakthrough point driving the optical communications industry.
Global industrial chain reconfiguration, the rise of China under industrial transfer
Under the background of China's potential data center market demand and the rise of Chinese optical equipment manufacturers, optical chips and optical devices are expected to gradually gather in China in the future, and the global rise of Chinese optical module manufacturers under the industrial transfer is just around the corner.