中国分布式存储产业未来发展空间广阔

Investment Rating - The report indicates a positive outlook for the distributed storage industry, highlighting its significant growth potential in the coming years. Core Insights - The distributed storage market in China reached a scale of 17.8 billion yuan in 2021, with a year-on-year growth rate of 44%, surpassing the 25% growth rate of traditional enterprise external storage. The market is expected to maintain a growth rate of over 40% annually for the next three years [5] - The market structure in 2022 shows that distributed file storage accounted for 44.63% of the market, distributed block storage for 31.77%, and distributed object storage for 23.61%. File storage is gaining a competitive edge due to its compatibility with various applications [7] - The top five industries utilizing distributed storage in China are government, telecommunications, finance, education, and manufacturing, collectively accounting for 73% of the market share. These sectors are experiencing rapid digital transformation, driving high growth trends [8] Summary by Sections 1. Definition of Distributed Storage - Distributed storage is defined as a system composed of multiple storage nodes that provide storage services through network interconnection, allowing for horizontal scalability and data redundancy [1] 2. Industry Development Policies - Recent policies focus on optimizing computing infrastructure and promoting the development of data centers and energy-efficient computing centers, which support the growth of distributed storage [2][3] 3. Market Size - The distributed storage market in China is projected to grow from 20.5 billion yuan in 2022, with a compound annual growth rate of 15%, driven primarily by integrated storage solutions that cater to unstructured data needs [5] 4. Market Structure - In 2022, the distributed storage market was segmented into file, block, and object storage, with file storage leading the market due to its strong compatibility with various applications [7] 5. Industry Application - The report identifies nine major application scenarios for distributed storage, with significant growth in virtualization/cloud computing and high-performance computing, which saw growth rates of 130% and 105% respectively in 2021 [9]