泰国数据中心在东盟的机遇与挑战

Content Introduction Global data center industry overview and trends The ASEAN data center industry6 Analyzing the competitiveness of the data centerindustry in each country. Investment promotion and sustainability policiesof each country. Where does Thailand stand? SummarizingThailand's competitiveness through SWOT Krungsri Research view References Unlessexplicitly stated otherwise,this publication and all material therein isunder the copyright ofKrungsri Research. As such, the reuse, reproduction, or alteration of this text or any part thereof is absolutely prohibited without priorwrittenconsent.This report draws on a wide range of well-established andtrustworthysources,but Krungsri Research can make no guarantee of theabsolute veracity of the material cited. Moreover,KrungsriResearch will not beheld responsible for any losses that may occur either directly or indirectly from For research subscription, contact krungsri.research@krungsri.com Introduction The data center industry serves as a critical digital infrastructure for the global economy, supporting adiverse range of activities such as e-commerce, digital finance, streaming, artificial intelligence, andgovernment data management. As these activities rely on the processing of massive volumes of data, the The ASEAN region is currently attracting global investors, particularly in digital infrastructure, driven by alarge potential user from population of over 695 million people and a rapidly growing digital economy.While Singapore previously served as the region's primary data center hub, it now faces increasingresource constraints and tighter regulations. Consequently, investors are shifting their focus toward other This analysis aims to examine the competitiveness of the Thai data center industry within ASEAN bycomparing the strengths, weaknesses, opportunities, and challenges of each country. The objective is to Analystrapeepoom.lapmak@krungsri.com Global data center industry overview Data centers are facilities or infrastructure used for the storage, processing, and transmission of digitaldata. Currently, there are more than 12,002 data centers globally,with nearly half of those number in theUnited States—the central hub for leading global cloud service providers—hosting 5,427 facilities. This isfollowed by European nations such as Germany (529 facilities) and the United Kingdom (523 facilities), In 2025, the global data center industry is projected to be valued at USD 527.5bn and is expected togrow to USD 739.1bn by 2030, representing an annual growth rate of 7.0% (CAGR)2/.Furthermore, as thedata center industry is highly energy-intensive, power demand is anticipated to experience exponentialgrowth, rising from 82 gigawatts in 2025 to 219 gigawatts by 2030, or a significant growth of 21.7% CAGR.Specifically, energy demand driven by AI usage is projected to grow by as much as 28.8% CAGR3/(Figure 1). The primary factors driving the significant expansion of the data center industry in recent periods, which 1.The public and private sectors are increasingly adopting cloud systems and migrating theiroperations to cloud platforms.This trend is evidenced by the fact that more than half of global data center energy consumption provides Public Cloud services4/(Figure 2). Key advantages of using cloudservices include reduced operating costs and enhanced data security, which are critical factors in anera where the concept of data sovereignty is gaining increased attention. 2.The development and application of Artificial Intelligence (AI)is considered one of the mostsignificant drivers for the data center industry today. Because AI requires massive processing power,it necessitates modern infrastructure that differs from traditional data centers, particularly in term ofhigh energy consumption and the need for large numbers of GPUs working in tandem. Data centers 3.The rising popularity of the Internet of Things (IoT),which serves as a source of massive amount of data, has increase the need of data centers to store and analyze this information. This stems from the rapid increase in connected devices, such as factory machinery, various home sensors, vehicles, andsurveillance cameras. Much of this data requires processing near its source (edge computing) toreduce latency, resulting in a demand for distributed, smaller-scale data centers to support services 4.The digital economy is growing rapidly, reflected through online transactions, digital payments,and the continuous increase in social media usage.This results in a vast amount of digital data beingcreated and transmitted daily, causing data traffic to increase exponentially. In recent years, volumehas increased immensely; in 2020, approximately 129 zettabytes5/of data were created globally. Thisrepresents a leap compared to 2010, when global data totaled only 2 zettabytes, reflecting growth of over 64 times in just 13 years. In the future, it is expected that the total volume of dat