韓国のAIデータセンター市場シェア分析、業界動向と統計、成長予測 2025-2030年

韓国のAIデータセンター市場は、2025年に5億8,000万米ドル規模となり、2030年には年平均成長率（CAGR）26.61%で18億9,000万米ドルに達するとMordor Intelligenceでは予測しています。公共部門による資金投入の急増、ハイパースケール・クラウドの拡大、そして全国的な5Gの普及が相まって、データセンターの容量増強が加速しています。動画ストリーミング、オンラインゲーム、生成AIサービスに起因するトラフィックの急増により稼働率は高水準で推移しており、同時に、低遅延が求められるアプリケーションに対応するため、地方都市へのエッジノード展開を促す要因ともなっています。「デジタル・ニューディール」政策に基づく政府の優遇措置は、高密度液冷システムや再生可能エネルギー調達を導入する新規施設の資金調達コストを低減させています。競争の焦点はソウル・仁川エリアにおける電力供給枠の確保にあり、遊休工場の転用やグリーンエネルギー・プロジェクトとの併設といった独創的な立地選定の動きが見られます。GPUクラスターのコロケーション・サービスにAI管理プラットフォームを組み合わせて提供する事業者は、収益源の多様化を図るとともに、顧客の定着率（スティッキネス）を高めることができます。

レポートの主なポイント

• データセンターのタイプ別では、2024年の韓国AIデータセンター市場においてクラウドサービスプロバイダーが55.82%のシェアを占めて首位となりました。一方、コロケーションデータセンターは2030年まで年平均成長率（CAGR）28.23%で拡大すると予測されています。
• 構成要素別では、2024年の韓国AIデータセンター市場規模においてソフトウェアが45.83%を占めました。ハードウェアは最も高い成長率（2030年までCAGR 27.67%）を示しています。
• ティア（Tier）基準別では、2024年の韓国AIデータセンター市場においてTier IV施設が収益シェアの61.63%を獲得しました。一方で、Tier III施設は2025年から2030年にかけてCAGR 28.77%で拡大すると予測されています。
• エンドユーザー別では、2024年の韓国AIデータセンター市場における支出の33.82%をITおよびITES（IT関連サービス）分野が占めました。また、インターネット・デジタルメディア分野は2030年までCAGR 27.45%で成長すると見込まれています。

データセンターのタイプ別動向：ハイブリッド化を主導するクラウドプロバイダー

クラウドサービスプロバイダーは2024年時点で収益の55.82%を占め、引き続き市場を支配しています。一方、コロケーション部門も年平均成長率（CAGR）28.23%で急成長しています。こうした構成は、企業がデータ主権とスケーラビリティのバランスを取るために、ハイパースケールな学習用クラスターと、利用可能なエッジラックを組み合わせて活用していることを示しています。2024年には、新規AIワークロードの67%が、少なくとも2種類の施設タイプにまたがるハイブリッド展開を採用しました。[3] コロケーション事業者は現在、レイテンシ（遅延）に敏感なAI推論業務の契約を獲得するため、液冷対応のライザーや400Gbpsのリーフ・スパイン・ファブリックをあらかじめ導入しています。オンプレミスのGPUポッドとクラウド上の仮想マシン（VM）間でのシームレスなワークロードの移行性が企業に好まれる中、韓国のAIデータセンター市場は進化を続けています。

データを完全に外部委託できない規制の厳しい業界にとって、マネージドホスティングは依然として不可欠であり、エンタープライズ向け施設において堅調な成長を維持しています。製造業の拠点内に設置されるエッジ・マイクロデータセンターの存在は、市場の地理的な分散化を裏付けています。また、韓国インターネット振興院（KISA）によるゼロトラスト・ガイドラインも、施設間を安全に接続する回線への需要を高めており、韓国のAIデータセンター業界における「マルチタイプ戦略」の重要性をさらに強固なものにしています。

South Korea AI Data Center Market Analysis by Mordor Intelligence

The South Korea artificial intelligence data center market size stands at USD 0.58 billion in 2025 and is projected to reach USD 1.89 billion by 2030, reflecting a 26.61% CAGR. Surging public-sector funding, hyperscale cloud expansion, and nationwide 5G adoption converge to accelerate capacity additions. Rapid traffic growth from streaming video, online gaming, and generative-AI services keeps utilization rates high while encouraging operators to deploy edge nodes in secondary cities for latency-sensitive applications. Government incentives under the Digital New Deal lower financing costs for new-build facilities that incorporate high-density liquid cooling and renewable energy procurement. Competitive pressure centers on securing power allocations in the Seoul-Incheon corridor, prompting creative site-selection, such as repurposing idle industrial plants and colocating with green-energy projects. Operators that bundle managed AI platforms with colocated GPU clusters gain revenue diversity and deepen customer stickiness.

Key Report Takeaways

• By data center type, cloud service providers led with 55.82% of the South Korea artificial intelligence data center market share in 2024, while colocation data centers are advancing at a 28.23% CAGR through 2030.
• By component, software accounted for 45.83% of the South Korea artificial intelligence data center market size in 2024; hardware is growing fastest at 27.67% CAGR to 2030.
• By tier standard, Tier IV facilities captured 61.63% revenue share in 2024 in the South Korea artificial intelligence data center market, yet Tier III facilities are forecast to expand at a 28.77% CAGR over 2025-2030.
• By end-user, IT and ITES held 33.82% of spending in 2024 in the South Korea artificial intelligence data center market, while internet and digital media is projected to rise at a 27.45% CAGR to 2030

Note: Market size and forecast figures in this report are generated using Mordor Intelligence’s proprietary estimation framework, updated with the latest available data and insights as of January 2026.

South Korea AI Data Center Market Trends and Insights

Drivers Impact Analysis*

Rapid Expansion of Cloud Computing and Edge Computing Services

Enterprises are shifting legacy workloads into hyperscale cloud environments even as they deploy micro data centers at factories and retail sites for real-time inference. Average cloud migration rates rose 34% year-over-year, yet 41% of those same firms launched edge nodes in 2024 to keep latency below 10 ms for mission-critical processes.[1] SK Telecom and AWS integrated a 50 MW facility in Ulsan that hosts GPU clusters for training while distributing inference workloads to local edge cabinets, illustrating the hybrid architectures shaping the South Korea artificial intelligence data center market. The Personal Information Protection Act further sustains sovereign-cloud spending, ensuring sensitive datasets remain onshore even when models are globally orchestrated.

Government Incentives Under “Digital New Deal” for AI Infrastructure

The KRW 160 trillion stimulus reserves 23% for AI compute and connectivity, creating tax breaks, low-interest loans, and accelerated permitting for compliant projects. Public sector anchor tenants, such as the National AI Computing Center, pre-book capacity and de-risk greenfield builds in provincial cities. Operators meeting prescribed Power Usage Effectiveness targets qualify for incremental subsidies that can lower lifetime capex by 6-8%.[2]The resulting project pipeline positions the South Korea artificial intelligence data center market for sustained double-digit expansion through 2030.

Surge in 5G-Driven Data Consumption and Streaming Traffic

With 48% 5G penetration, video and gaming traffic climbed 3.8× in 2024, overwhelming first-generation metro data centers. Content providers turned to AI-powered caching and adaptive-bitrate algorithms that require GPU resources close to users. Esports platforms demand sub-20 ms round-trip latency, steering investments toward metro-edge facilities that blend content delivery and inference accelerators. Regulators maintain strict net-neutrality rules, forcing operators to over-provision backbone capacity rather than throttling peak loads.

Growing Low-Latency Demand from Autonomous Vehicles and Smart Factories

Hyundai Motor’s autonomous fleets generate 4 TB of sensor data per vehicle-hour, necessitating roadside or factory-level inference for obstacle detection within 5 ms. Samsung’s smart-factory AI deployments rely on embedded racks that flag defects in real time to avoid line stoppages. Compliance with ISO 27001 and IEC 62443 promotes air-gapped edge architectures that sync processed data back to hyperscale clusters for retraining, uplifting demand for both central and distributed capacity in the South Korea artificial intelligence data center market.

Restraints Impact Analysis*

High Capital and Operating Expenditure Requirements

AI-grade halls cost USD 12 million per MW in Seoul, 50% above conventional facilities, driven by liquid cooling loops, redundant 400 Gbps fabrics, and GPU procurement premiums. Operating costs escalate as dense racks push energy intensity 40% higher than legacy systems while specialist engineers command 30% salary uplifts. Import dependencies on GPU silicon expose operators to exchange-rate swings that inflate bill-of-materials by up to 20% in weak-won periods.

Stringent Environmental Regulations on Energy and Water Use

Cooling water consumption caps at 1.2 L per kWh compel adoption of dry coolers and immersion tanks that raise upfront costs by 25%. From 2026, Seoul’s carbon limits require PUE under 1.3, forcing retrofits or risk operational penalties. Environmental impact assessments add 6-12 months to project schedules and USD 2-3 million in consulting outlays, tempering new entrant enthusiasm.

*Our forecasts treat driver/restraint impacts as directional, not additive. The impact forecasts reflect baseline growth, mix effects, and variable interactions.

Segment Analysis

By Data Center Type: Cloud Providers Lead Hybrid Transformation

Cloud Service Providers continued to dominate, retaining 55.82% revenue in 2024, while the colocation segment is accelerating with a 28.23% CAGR. This mix shows enterprises blending hyperscale training clusters with rentable edge racks to balance sovereignty and scalability. In 2024, 67% of new AI workloads adopted hybrid deployment spanning at least two facility types.[3] Colocation operators now pre-install liquid-ready risers and 400 Gbps leaf-spine fabrics to attract latency-sensitive AI inference contracts. The South Korea artificial intelligence data center market keeps evolving as enterprises prefer seamless workload portability between on-premises GPU pods and cloud VMs.

Managed hosting remains essential for regulated sectors that cannot fully outsource data, sustaining moderate growth in enterprise-class halls. Edge micro-data centers situated inside manufacturing parks underscore the market’s geographic dispersion. The Korea Internet and Security Agency’s zero-trust guidelines also heighten demand for secure inter-facility links, reinforcing the relevance of multi-type strategies in the South Korea artificial intelligence data center industry.

By Component: Hardware Acceleration Drives Infrastructure Refresh

Software retained 45.83% of spending in 2024, reflecting license fees for orchestration platforms and AI frameworks, yet Hardware posted the fastest 27.67% CAGR as every new hall pivots to GPU racks drawing 700 W per chip.[4] The South Korea artificial intelligence data center market size for hardware surpassed USD 0.2 billion in 2024 and is projected to triple by 2030 on the back of high-bandwidth memory GPUs and 800 Gbps optical interconnects. Liquid cooling rollouts shift CAPEX allocations toward infrastructure subsystems instead of traditional chiller plants.

Professional services rise as firms seek workload tuning and capacity-planning expertise. Consulting contracts now bundle energy-optimization, model-partitioning, and compliance assessments, underscoring how software and services monetize beyond one-off hardware purchases. Sovereign-cloud mandates drive proprietary accelerator development, a trend likely to diversify the supply chain within the South Korea artificial intelligence data center market.

By Tier Standard: Edge Demands Drive Tier III Acceleration

Tier IV commanded 61.63% revenue in 2024 because banks and SaaS giants still favor “five-nines” uptime. Yet Tier III capacity is expanding at 28.77% CAGR, chiefly for edge and industrial deployments where 2N power redundancy suffices and latency trumps absolute resiliency. Tier III’s lower capex profile, roughly 40% below Tier IV, frees budgets for GPU density upgrades rather than diesel backup arrays.

The Korea Data Center Association now drafts AI-centric guidelines evaluating cooling adequacy and rack-level power densities instead of traditional tier nomenclature. This evolution ensures that both Tier III and Tier IV facilities will coexist as complementary rather than competing options within the South Korea artificial intelligence data center market.

By End-User Industry: Media Streaming Accelerates AI Adoption

IT and ITES maintained their leadership at 33.82% due to continual platform-development demand. Internet and Digital Media stands out with a 27.45% CAGR, amplified by streaming services that employ AI for content recommendation and video upscaling. In 2024, Naver processed 2.3 billion queries a day, driving its hardware refresh cycles every 18 months.

BFSI interest climbs as anti-fraud and algorithmic trading workloads intensify. Health-care deployments, such as Samsung Medical Center’s imaging AI, require localized processing to comply with patient-data rules. Manufacturing integration of predictive maintenance illustrates industrial AI’s shift from pilot to production, further diversifying consumption patterns in the South Korea artificial intelligence data center market.

Complete Report Scope:

• By Data Center Type
  • Cloud Service Providers
  • Colocation Data Centers
  • Enterprise / On-Premises / Edge
• By Component
  • Hardware
    • Power Infrastructure
    • Cooling Infrastructure
    • IT Equipment
    • Racks and Other Hardware
  • Software Technology
    • Machine Learning
    • Deep Learning
    • Natural Language Processing
    • Computer Vision
  • Services
    • Managed Services
    • Professional Services
• By Tier Standard
  • Tier III
  • Tier IV
• By End-user Industry
  • IT and ITES
  • Internet and Digital Media
  • Telecom Operators
  • BFSI
  • Healthcare and Life Sciences
  • Manufacturing and Industrial IoT
  • Government and Defense

Geography Analysis

Seoul-Incheon hosts roughly 65% of national capacity due to unmatched fiber density and proximity to enterprise headquarters. Land scarcity and 50 MW grid caps, however, spur a wave of expansion into Busan, Daejeon, and Daegu. Busan’s submarine cable gateway offers latency advantages for international traffic and has earmarked 200 MW parcels in its AI cluster zone. Government tax holidays and accelerated depreciation make provincial builds financially appealing.

Gwangju’s government-backed National AI Data Center anchors a regional ecosystem, incentivizing hyperscalers to colocate satellite halls nearby. Daegu and Ulsan draw automotive and electronics tenants requiring on-site inference for factory automation. Jeju Island’s green-power surplus positions it as a training-job destination where workloads can tolerate longer response times but benefit from 100% renewable electricity. The resulting dispersal relieves pressure on Seoul’s constrained grid and shapes a multi-node topology for the South Korea artificial intelligence data center market.

Competitive Landscape

Domestic telecom giants SK, KT, and LG combine carrier-grade networks with deep government ties, giving them first-mover advantage in obtaining permits and power. International specialists Equinix and Digital Realty import hyperscale design templates and global interconnection fabrics valued by multinationals. Land prices above USD 2,000 per m² in Seoul encourage joint ventures that spread risk and share scarce utility quotas.

Innovation focal points include liquid-immersion and direct-to-chip cooling, 800 Gbps optical fabrics, and automated energy-management software. Patent filings related to AI-adaptive thermal controls surged 340% in 2024, indicating a technology race that may reshape share positions. Edge computing remains a white-space segment where no single operator holds more than 15% capacity, presenting expansion headroom for new entrants in the South Korea artificial intelligence data center market.

Recent Industry Developments

• March 2025: KT Cloud is set to establish an AI Data Center Demonstration Center in Seoul, South Korea. Scheduled to launch in November 2025, the center will be located at KT’s Mok-dong DC 2 Center in the Yangcheon District. It will focus on implementing AI-based automated data center operation technologies, optimizing power consumption, cooling, and network operations, and incorporating renewable energy and liquid cooling systems.
• March 2025: Fir Hills Inc., a new venture, plans to develop a 3GW AI data center in South Korea, with an estimated investment ranging from USD 10 billion to USD 35 billion. The company has signed a Memorandum of Understanding (MoU) with Governor Kim of Jeollanam-do Province for the project, which is expected to include advanced cooling infrastructure to manage energy load variations typical of AI workloads. Construction is expected to begin in winter 2025, with completion targeted for 2028. The project aligns with South Korea’s broader efforts to expand its data center capacity, following similar announcements in Jeollanam-do and Gangwon Provinces in recent years.
• January 2025: KT announced a USD 250 million retrofit of its Mok-dong campus to add 20 MW of immersion-cooled AI capacity.
• December 2024: SK Telecom and AWS completed Phase 1 of their 50 MW Ulsan AI data center, deploying H100 clusters for regional model training.

List of Companies Covered in this Report:

• SK Broadband Co., Ltd.
• KT Corporation (IDC Business Unit)
• LG CNS Co., Ltd.
• Naver Cloud Corp.
• Kakao Enterprise Corp.
• Samsung SDS Co., Ltd.
• NHN Cloud Corporation
• CJ OliveNetworks Co., Ltd. (Dream Mark One)
• Equinix Korea Ltd.
• Digital Realty Korea Ltd.
• ST Telemedia Global Data Centres Korea Co., Ltd.
• Digital Edge (Republic of Korea) Ltd.
• AirTrunk Operating Korea Ltd.
• LG Uplus Corp. (IDC Division)
• Sejong Telecom Co., Ltd. (IDC Division)
• Intel Corporation
• Advanced Micro Devices, Inc.
• NVIDIA Corporation
• Arm Ltd.
• Sunbird Software, Inc.
• Cisco Systems, Inc.
• Nlyte Software Ltd.
• Schneider Electric SE
• ABB Ltd.
• Vertiv Group Corp.
• Alfa Laval AB
• Green Revolution Cooling, Inc.

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 Impact of Macroeconomic Factors
4.3 Market Drivers
4.3.1 Rapid expansion of cloud computing and edge computing services
4.3.2 Government incentives under “Digital New Deal” for AI infrastructure
4.3.3 Surge in 5G‐driven data consumption and streaming traffic
4.3.4 Growing low-latency demand from autonomous vehicles and smart factories
4.3.5 Repurposing idle industrial sites for modular AI data centres
4.3.6 Corporate green-energy PPAs accelerating AI compute hubs
4.4 Market Restraints
4.4.1 High capital and operating expenditure requirements
4.4.2 Stringent environmental regulations on energy and water use
4.4.3 Power-grid constraints in Seoul metropolitan area
4.4.4 Talent shortage for AI-optimised DC operations engineers
4.5 Impact on Sustainability and Carbon-Neutral Energy Goals
4.5.1 Sustainable Power Source and Management
4.5.1.1 Renewable vs Non-Renewable Sources of Power (Green DCs and AI Innovations)
4.5.1.2 Carbon-Footprint Reduction (Heat Pumps, District Cooling and Heating, others)
4.5.2 Sustainable Cooling Solutions and Management
4.5.2.1 Efficient Cooling Solutions for AI-Optimised DCs
4.5.2.2 PUE Ratio, WUE Ratio – Analysis
4.6 Industry Ecosystem Analysis
4.7 Regulatory or Technological Outlook
4.8 Porter’s Five Forces Analysis
4.8.1 Threat of New Entrants
4.8.2 Bargaining Power of Suppliers
4.8.3 Bargaining Power of Buyers
4.8.4 Threat of Substitutes
4.8.5 Intensity of Competitive Rivalry

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)
5.1 By Data Center Type
5.1.1 Cloud Service Providers
5.1.2 Colocation Data Centers
5.1.3 Enterprise / On-Premises / Edge
5.2 By Component
5.2.1 Hardware
5.2.1.1 Power Infrastructure
5.2.1.2 Cooling Infrastructure
5.2.1.3 IT Equipment
5.2.1.4 Racks and Other Hardware
5.2.2 Software Technology
5.2.2.1 Machine Learning
5.2.2.2 Deep Learning
5.2.2.3 Natural Language Processing
5.2.2.4 Computer Vision
5.2.3 Services
5.2.3.1 Managed Services
5.2.3.2 Professional Services
5.3 By Tier Standard
5.3.1 Tier III
5.3.2 Tier IV
5.4 By End-user Industry
5.4.1 IT and ITES
5.4.2 Internet and Digital Media
5.4.3 Telecom Operators
5.4.4 BFSI
5.4.5 Healthcare and Life Sciences
5.4.6 Manufacturing and Industrial IoT
5.4.7 Government and Defense

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 as available, Strategic Information, Market Rank/Share for key companies, Products and Services, and Recent Developments)}
6.4.1 SK Broadband Co., Ltd.
6.4.2 KT Corporation (IDC Business Unit)
6.4.3 LG CNS Co., Ltd.
6.4.4 Naver Cloud Corp.
6.4.5 Kakao Enterprise Corp.
6.4.6 Samsung SDS Co., Ltd.
6.4.7 NHN Cloud Corporation
6.4.8 CJ OliveNetworks Co., Ltd. (Dream Mark One)
6.4.9 Equinix Korea Ltd.
6.4.10 Digital Realty Korea Ltd.
6.4.11 ST Telemedia Global Data Centres Korea Co., Ltd.
6.4.12 Digital Edge (Republic of Korea) Ltd.
6.4.13 AirTrunk Operating Korea Ltd.
6.4.14 LG Uplus Corp. (IDC Division)
6.4.15 Sejong Telecom Co., Ltd. (IDC Division)
6.4.16 Intel Corporation
6.4.17 Advanced Micro Devices, Inc.
6.4.18 NVIDIA Corporation
6.4.19 Arm Ltd.
6.4.20 Sunbird Software, Inc.
6.4.21 Cisco Systems, Inc.
6.4.22 Nlyte Software Ltd.
6.4.23 Schneider Electric SE
6.4.24 ABB Ltd.
6.4.25 Vertiv Group Corp.
6.4.26 Alfa Laval AB
6.4.27 Green Revolution Cooling, Inc.

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK
7.1 White-space and Unmet-Need Assessment

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