중국의 데이터센터 스토리지 : 시장 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the China data center storage market size is expected to grow from USD 2.95 billion in 2025 to USD 3.08 billion in 2026 and is forecast to reach USD 3.81 billion by 2031 at 4.38% CAGR over 2026-2031.

This report Segments the Industry Into Storage Technology (Network Attached Storage, Storage Area Network, and More), Storage Type (Traditional Storage, and More), Data Center Type (Colocation Facilities and More), , Form Factor(Rack-Mounted and More), Interface(sas / SATA, Nvme and More), and End User (IT and Telecommunication, and More). The Market Forecasts are Provided in Terms of Value (USD).

China Data Center Storage Market Trends and Insights

Cloud-First Strategies of SOEs and Internet Giants

State-owned enterprises and leading platforms such as Alibaba are raising capital-expenditure ceilings to meet digital-transformation mandates. Alibaba alone pledged USD 53 billion over three years for AI and cloud hardware, lifting near-term demand for multi-tier storage that supports analytics, training, and backup in a single stack. China Telecom's healthcare subsidiary is rolling out provincial data pools that require scalable block and object capacity for imaging and genomic workloads. Unified public-and-private strategies increase orders for systems that combine NVMe performance with petabyte-scale object repositories, a sweet spot where the China data center storage market rewards vendors able to balance latency and cost. Procurement guidelines from SOEs also give preference to domestic controllers, offering local firms a route to higher bill-of-materials share.

National East-Data-West-Compute Hub Rollout

The East-Data-West-Compute program has committed almost USD 33 billion to build eight national hub nodes and 10 cluster zones, routing compute traffic away from grid-strained coastlines to renewable-rich inland sites. Operators design western clusters for batch processing and archival workloads, spurring purchases of dense HDD cages and high-capacity object systems. Digital twins of grid assets feed real-time telemetry into these hubs, underscoring the need for intelligent tiering engines that migrate cold data to energy-efficient pools. Hardware selection now factors altitude, cooling requirements, and remote-management automation, which in turn elevates the China data center storage market's appetite for AI-enabled orchestration software.

Power-Use-Efficiency Caps in Tier-1 Metros

Beijing, Shanghai, and Guangzhou mandate PUE below 1.3 for new halls and impose retrofit timelines on legacy sites, restricting rack-level watt budgets and cooling density. Operators replace HDD JBODs with flash shelves, drawing 80% less power, yet initial capex remains a hurdle for smaller enterprises. Liquid-immersion pods and underwater modules off Hainan absorb up to 100 kW per rack while meeting urban planning codes. These constraints moderate near-term shipment volumes but shift the China data center storage market toward energy-efficient architectures with granular power-capping firmware.

Other drivers and restraints analyzed in the detailed report include:

1. AI/LLM Workload Surge Demanding High-IOPS Flash Arrays
2. Semiconductor Self-Reliance Push Boosting Domestic NAND Supply
3. Import Restrictions on Advanced Controllers > Supply Risk

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

SAN deployments accounted for 45.83% of 2025 revenue within the China data center storage market, reflecting entrenched demand for centralized block storage from state banks, telecom core networks, and ERP workloads. Established Fibre-Channel fabrics, high availability, and certified interoperability keep procurement cycles locked into SAN replacements even as software-defined options mature. Over the forecast window, most SAN refreshes include NVMe-FC upgrades and intelligent tiering to object repositories, helping CIOs manage surging AI training datasets without abandoning existing workflows.

At the same time, object and tape solutions post a 6.05% CAGR, the fastest among all technologies. AI model training consumes petabyte-scale image and text corpora, well suited to S3-compatible platforms backed by cost-optimized HDDs or next-generation optical media capable of 1.6 Pb per platter. Tape libraries also regain relevance because cold-archive regulations require offline copies for critical data. Vendors that offer seamless namespace sharing between SAN and object clusters gain an advantage as enterprises modernize at their own pace across the China data center storage market.

HDD arrays still delivered 47.10% of 2025 revenue in the China data center storage market size, yet year-on-year trendlines favor solid-state drives. All-flash arrays expand at 7.55% CAGR to 2031 as AI inference, realtime analytics, and high-frequency trading reject mechanical latency. YMTC's QLC endurance improvements narrow the price gap, encouraging banks and cloud providers to migrate relational databases to flash tiers during refresh cycles. Power-efficiency mandates further tilt procurement toward SSDs that draw one-fifth the watts per terabyte compared to 15 K RPM SAS drives.

Hybrid systems remain essential for mid-tier workloads needing cost-effective bulk capacity with a flash cache front end. Vendors mix QLC SSDs, PMR HDDs, and compression ASICs in a single chassis, providing a glide path for customers to transition gradually. As a result, shipments of pure HDD enclosures decline, yet cold-archive vaults continue purchasing multi-TB helium drives for write-once storage. The China data center storage market therefore evolves into a two-tier model-flash for active datasets and high-density HDD or tape for deep archives.

Complete Report Scope:

• By Storage Technology
  • Network Attached Storage (NAS)
  • Storage Area Network (SAN)
  • Direct Attached Storage (DAS)
  • Object and Tape Storage
• By Storage Type
  • Traditional HDD Arrays
  • All-Flash Arrays (AFA)
  • Hybrid Storage
• By Data Center Type
  • Colocation Facilities
  • Hyperscalers/Cloud Service Providers
  • Enterprise and Edge
• By End User
  • IT and Telecommunication
  • BFSI
  • Government and Public Sector
  • Media and Entertainment
  • Healthcare and Life Sciences
  • Manufacturing
• By Form Factor
  • Rack-mounted
  • Blade and Modular
  • Disaggregated / Composable
• By Interface
  • SAS / SATA
  • NVMe
  • Fibre Channel and iSCSI

List of Companies Covered in this Report:

1. Alibaba Cloud Computing Co., Ltd.
2. Baidu AI Cloud Computing Ltd.
3. China Telecom Corporation Limited
4. China Unicom Ltd.
5. Dell Technologies Inc.
6. Fujitsu Limited
7. Hewlett Packard Enterprise Company
8. Hitachi Vantara LLC
9. H3C Technologies Co., Limited
10. Huawei Technologies Co., Ltd.
11. Inspur Electronic Information Industry Co., Ltd.
12. Kingston Technology Company, Inc.
13. Lenovo Group Limited
14. NetApp Inc.
15. Oracle Corporation
16. Pure Storage, Inc.
17. Seagate Technology LLC
18. Tencent Cloud Computing (Beijing) Co., Ltd.
19. Western Digital Corporation
20. Yangtze Memory Technologies Co., Ltd.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET LANDSCAPE

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Cloud-first strategies of SOEs and internet giants
  • 4.2.2 National East-Data-West-Compute hub rollout
  • 4.2.3 AI/LLM workload surge demanding high-IOPS flash arrays
  • 4.2.4 Growing adoption of SDS & HCI in Tier-2 city colos
  • 4.2.5 5 G edge-cloud integration for low-latency services
  • 4.2.6 Semiconductor self-reliance push boosting domestic NAND supply
• 4.3 Market Restraints
  • 4.3.1 Power-use efficiency caps in Tier-1 metros
  • 4.3.2 Import restrictions on advanced controllers greater than supply risk
  • 4.3.3 Under-utilization of newly built AI data centers
  • 4.3.4 Shortage of skilled data-storage architects outside coastal regions
• 4.4 Value / Supply-Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Porter's Five Forces Analysis
  • 4.7.1 Threat of New Entrants
  • 4.7.2 Bargaining Power of Buyers
  • 4.7.3 Bargaining Power of Suppliers
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Competitive Rivalry
• 4.8 Assessment of the impact of Macro Economic Trends on the Market

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

• 5.1 By Storage Technology
  • 5.1.1 Network Attached Storage (NAS)
  • 5.1.2 Storage Area Network (SAN)
  • 5.1.3 Direct Attached Storage (DAS)
  • 5.1.4 Object and Tape Storage
• 5.2 By Storage Type
  • 5.2.1 Traditional HDD Arrays
  • 5.2.2 All-Flash Arrays (AFA)
  • 5.2.3 Hybrid Storage
• 5.3 By Data Center Type
  • 5.3.1 Colocation Facilities
  • 5.3.2 Hyperscalers/Cloud Service Providers
  • 5.3.3 Enterprise and Edge
• 5.4 By End User
  • 5.4.1 IT and Telecommunication
  • 5.4.2 BFSI
  • 5.4.3 Government and Public Sector
  • 5.4.4 Media and Entertainment
  • 5.4.5 Healthcare and Life Sciences
  • 5.4.6 Manufacturing
• 5.5 By Form Factor
  • 5.5.1 Rack-mounted
  • 5.5.2 Blade and Modular
  • 5.5.3 Disaggregated / Composable
• 5.6 By Interface
  • 5.6.1 SAS / SATA
  • 5.6.2 NVMe
  • 5.6.3 Fibre Channel and iSCSI

6 COMPETITIVE LANDSCAPE

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share Analysis
• 6.4 Company Profiles (includes Global-level Overview, Market-level Overview, Core Segments, Financials, Strategic Information, Market Rank/Share, Products & Services, Recent Developments)
  • 6.4.1 Alibaba Cloud Computing Co., Ltd.
  • 6.4.2 Baidu AI Cloud Computing Ltd.
  • 6.4.3 China Telecom Corporation Limited
  • 6.4.4 China Unicom Ltd.
  • 6.4.5 Dell Technologies Inc.
  • 6.4.6 Fujitsu Limited
  • 6.4.7 Hewlett Packard Enterprise Company
  • 6.4.8 Hitachi Vantara LLC
  • 6.4.9 H3C Technologies Co., Limited
  • 6.4.10 Huawei Technologies Co., Ltd.
  • 6.4.11 Inspur Electronic Information Industry Co., Ltd.
  • 6.4.12 Kingston Technology Company, Inc.
  • 6.4.13 Lenovo Group Limited
  • 6.4.14 NetApp Inc.
  • 6.4.15 Oracle Corporation
  • 6.4.16 Pure Storage, Inc.
  • 6.4.17 Seagate Technology LLC
  • 6.4.18 Tencent Cloud Computing (Beijing) Co., Ltd.
  • 6.4.19 Western Digital Corporation
  • 6.4.20 Yangtze Memory Technologies Co., Ltd.

7 MARKET OPPORTUNITIES & FUTURE OUTLOOK

• 7.1 White-space and Unmet-need Assessment