Dell’Oro Group: Data Center Physical Infrastructure Market Grew 11 Percent in
March 30, 2022
to a recently published report from Dell’Oro Group, data center physical
infrastructure revenues grew 11 percent in 2021, despite supply chain
constraints limiting growth in the second half of the year. As those supply
chain constraints are forecast to remain throughout 2022, unit growth is
forecast to be limited, with rising ASPs supporting revenue growth in 2022.
“Data center physical infrastructure vendor’s backlogs continued to grow in 4Q
2021, with many vendors touting record levels,” said
Lucas Beran, Principal Analyst at Dell’Oro Group.
“This highlights the complex dynamics of the data center physical infrastructure
market right now – historically high levels of demand, with the most significant
supply chain challenges the industry has ever faced. However, this creates a
significant opportunity in the market for vendors that can navigate the
challenges better than others, leading to potential long-term changes in the
market’s competitive landscape,” explained Beran.
highlights from the 4Q 2021 Data Center Physical Infrastructure Quarterly
Schneider Electric, Vertiv, and Eaton were the top three data center physical
infrastructure vendors, accounting for 45 percent of revenues in 2021.
The fastest-growing data center physical infrastructure market segment in 2021
was thermal management, with revenue increasing 14 percent, led by direct liquid
and immersion cooling technologies.
Worldwide data center physical infrastructure revenues are forecast to grow 8
percent in 2022, exceeding $23 billion.