1.New regulations require green power to exceed 80%. How can data centers achieve this?
Recently, the National Development and Reform Commission, the National Data Administration, the Central Cyberspace Administration of China, the Ministry of Industry and Information Technology, and the National Energy Administration jointly issued the "Implementation Opinions on Deeply Implementing the "Eastern Data and Western Calculation" Project to Accelerate the Construction of a National Integrated Computing Power Network" ( (hereinafter referred to as the Implementation Opinions), it is proposed that by the end of 2025, a two-way coordination mechanism for computing power and electricity will be initially formed, and green electricity will account for more than 80% of the newly built data centers at national hub nodes, drawing a clear line for the energy supply and electricity consumption of data centers.
From the perspective of approaches, there are two main ways to increase the proportion of green electricity. One is to increase the use of new energy, enhance the new energy supply in the power grid, and use solar wind, energy storage, etc. to increase the use of green electricity in data centers; the second is to Purchase through green power or green certificate transactions, and increase the proportion through market means.
Greening is an inevitable trend in the development of data centers and an important goal of the "Digital in the East and Count in the West" project. This implementation opinion proposes that by the end of 2025, green power will account for more than 80% of newly built data centers in national hub nodes, further clarifying the need for carbon emission reduction. The target time node will also accelerate the construction of centralized new energy, the promotion of "source grid load storage", the construction of smart hub platforms, the strengthening of the orderly connection of green energy supply, and the development of green power market mechanisms. (From: IDC NEWS)
2.A Comprehensive Inventory of IDC Overseas Enterprises
GDS: Layout in Singapore, Malaysia and Indonesia
Starting from 2021, GDS will use SIJORI (Singapore-Johor-Riau Islands) as its core strategy in Southeast Asia and deploy data centers in strategic locations in Singapore, Malaysia and Indonesia. Currently, multiple projects have been successfully implemented, and they are also closely related to the power industry in Southeast Asia. , Internet and other enterprises and the government have established cooperative relationships.
In October 2023, GDS signed a contract with Indonesia's sovereign wealth fund INA to establish a joint venture to jointly develop data center projects in Indonesia. The first cooperation project between the two parties will also build a super-large-scale data center park in Longsa Digital Industrial Park in Batam.
ChinData: 6 data centers in Malaysia + India
After ChinData was acquired by Bain Capital in May 2019, Bain Capital merged Chindata and Bridge Data Centers into Chindata Group. At that time, Bridge Data Centers already had rapidly deployable data center clusters in Malaysia and India.
According to the financial report, Chindata Group has 6 ultra-large-scale data centers in Malaysia and India, with a total IT capacity of 160MW, 4 of which have been put into operation. As of Q2 2023, Chindata's overseas operational capacity is 117MW, a year-on-year increase of 485%; overseas online capacity is 84MW, a year-on-year increase of 6 times.
(Rendering of Chindata’s hyperscale data center MY06 in Johor, Malaysia)
Chindata's most recent overseas project was completed in October 2022, when the first phase of Chindata Group's hyperscale data center (referred to as "MY06") in Johor, Malaysia, was grandly opened. The MY06 project is divided into three phases, with a total planned capacity of 110 megawatts. Upon completion, it will become one of the largest neutral third-party international hyperscale data centers in Southeast Asia. This time, Qinhuai Data Group delivered the first phase of the project.
According to Qinhuai data, through forward-looking layout and long-term operations in emerging markets in the Asia-Pacific, overseas markets have become the second engine for the group's strong business growth. (From: IDC NEWS)
Sinnet: The first project targets Johor, Malaysia
On November 27,2023, Sinnet announced that it plans to establish wholly-owned subsidiaries SPV1 and SPV2 overseas with its controlling shareholder Baihuida, and then SPV1 will invest 75% and SPV2 will invest 25% to jointly establish SPV3 in Singapore. Invest in and establish a project company 4 in Malaysia, and the project company 4 will invest in the construction of an intelligent computing/cloud computing base project.
The proposed investment project is Sinnet (Malaysia) Cloud Computing/Intelligent Computing Base Project, located in Johor, Malaysia. The project planning land is 14.4 acres (approximately 87.37 acres), and the overall project IT load is 45 MW. The first phase plans to build 2,500 6kW standard 2N cabinets with an IT load of 15MW.
OFIDC: Going overseas to Riyadh, Saudi Arabia
At the end of 2022, OFIDC’s wholly-owned subsidiary OFIDC International signed a cooperation agreement with the famous Saudi companies Ajlan Brothers Group and Baishan Cloud Technology to invest in a new data center in Riyadh, the capital of Saudi Arabia.
3.Vietnam CMC Telecom: Providing comprehensive services more than IDC for Chinese companies going overseas in Vietnam
Vietnam CMC Telecommunications Company is one of the four major telecommunications companies in Vietnam. It is 100% privately held and has received investment from Samsung SDS of South Korea and Time dotCom of Malaysia. It is currently the only telecommunications company with foreign investment in the Vietnamese market.
As an ISP (Internet Service Provider) company, Vietnam CMC Telecom has a complete range of products and services, including traditional services such as the Internet and data centers, as well as cloud services, and has reached cooperation with large cloud vendors and companies such as Google and AWS. Currently, CMC Telecom has 3 data centers, 1 in Hanoi and 2 in Ho Chi Minh City, serving more than 2,000 Vietnamese and global customers.
Vietnam CMC Telecom can not only provide data center, network and other services for overseas companies in Vietnam, but also help customers solve many problems such as logistics and customs clearance, and develop legally and smoothly in Vietnam.
TAMDANG, Director of Vietnam's CMC Telecom Key Account Business, revealed that the Vietnamese government will consider issuing new regulations next year regarding whether data centers are foreign-owned and have business authorization. (From: IDC NEWS)
4.Top Ten Trends of China’s PC Market in 2024
With the gradual stabilization of policies and the economy, IDC expects the overall PC market to improve in 2024, with overall PC market shipments in 2024 increasing by 3.8% year-on-year in 2023. 2024 will be the first year of rapid development of AIPC. It is expected that the proportion of AIPC in the overall PC market will reach 55% in 2024 and 85% in 2027.
With the rapid development of AI models, AI computing power, and the requirements of data security and privacy protection, AI terminalization has become necessary and feasible. It will promote the upgrade of terminals from traditional productivity tools to intelligent assistant services, provide a new user experience in a multi-scenario collaborative office environment, bring innovation and efficiency to small and medium-sized enterprises, and ensure that data privacy is properly protected. As a basic tool, the demand for PC procurement will continue to grow. From 2023 to 2027, the compound growth rate of small and medium-sized enterprises will be 8.4%. (From: IDC咨询)
