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泰国大城银行研究中心:2026泰国数据中心在东盟的机遇与挑战研究报告(中译版)(26页).pdf

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1、CoverResearch IntelligenceApril 2026Krungsri ResearchOpportunities and challengesof Thai data centers in ASEANContentContentUnless explicitly stated otherwise,this publication and all material therein is under the copyright of Krungsri Research.As such,the reuse,reproduction,or alteration of this te

2、xt or any part thereof is absolutely prohibited without prior written consent.This report draws on a wide range of well-established and trustworthy sources,but Krungsri Research can make no guarantee of the absolute veracity of the material cited.Moreover,Krungsri Research will not be held responsib

3、le for any losses that may occur either directly or indirectly from any use to which this report or the data contained therein may be put.The information,opinions,and judgements expressed in this report are those of Krungsri Research,but this publication does not necessarily reflect the opinions of

4、Bank of Ayudhya Public Company Limited or of any other companies within the same commercial group.This report is an accurate reflection of the thinking and opinions of Krungsri Research as of the day of publication,but we reserve the right to change those opinions without prior notice.DisclaimerFor

5、research subscription,Subscribe UsIntroduction3Global data center industry overview and trends4The ASEAN data center industry6Analyzing the competitiveness of the data center industry in each country.8Investment promotion and sustainability policies of each country.19Where does Thailand stand?Summar

6、izing Thailands competitiveness through SWOT Analysis.22Krungsri Research view24References25Opportunities and challenges of Thai data centers in ASEAN.The data center industry serves as a critical digital infrastructure for the global economy,supporting a diverse range of activities such as e-commer

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1. **全球与ASEAN数据中心趋势**:全球数据中心规模预计2030年达7391亿美元(CAGR 7.0%),能源需求将从2025年82吉瓦增至219吉瓦(CAGR 21.7%)。ASEAN数据中心市场2025年约140.7亿美元,2030年将达194.6亿美元(CAGR 6.7%)。 2. **泰国竞争力SWOT分析**: - **优势**:电力系统稳定(SAIDI 15.13分钟/人/年)、5G覆盖率95%、成本竞争力(电价0.128美元/千瓦时)。 - **劣势**:可再生能源占比仅18.3%,国际海底电缆连接少(17条),劳动力质量待提升。 - **机会**:定位为东盟次级枢纽,加速绿色数据中心政策。 - **威胁**:马来西亚(可再生能源18.9%)和越南(41%)的竞争,气候风险。 3. **政策建议**:加快DPPA(直接购电协议)落地,提升海底电缆连接,加强AI与工程技能培训。
泰国数据中心优势? 东盟数据中心趋势? 绿色数据中心挑战?
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