东南亚云计算市场 2026 下半年展望：增速放缓下的结构性机遇
Southeast Asia Cloud Market H2 2026 Forecast: Structural Opportunities Amid Slowing Growth
| iDev PR | 2026-08-30T09:22:01
分析东南亚云计算市场 2026 年下半年的发展趋势，探讨增速放缓背景下的结构性机遇与挑战。
Analyzing Southeast Asia cloud market development trends for H2 2026, exploring structural opportunities and challenges amid slowing growth.
增速放缓但格局在变据 Gartner 最新报告，东南亚云计算市场 2026 年上半年增速为 28%，相比 2025 年同期的 35% 有所回落。然而在总量增长放缓的表面下，市场格局正在发生深刻变化。区域差异加剧印度尼西亚：继续保持 35% 以上的高增长，受益于数字经济普及和政府数字化政策越南：云支出增速达 32%，成为外资企业设立亚太研发中心的热门选择新加坡：增速降至 18%，市场趋于成熟，竞争从增量转向存量泰国和菲律宾：稳步增长在 25% 左右，政府项目是主要驱动力三大结构性趋势第一，本土云服务商崛起。Biznet Gio（印尼）、Viettel IDC（越南）等本土玩家凭借数据主权合规优势，在政府和金融行业快速增长。第二，AI 基础设施投资井喷。GPU 云服务的需求在 2026 年上半年增长了 180%，NVIDIA 和各大云厂商纷纷在东南亚建设 AI 数据中心。第三，多云策略成为主流。超过 60% 的东南亚企业已采用或计划采用多云架构，以避免供应商锁定和满足数据合规要求。下半年预测预计 2026 年下半年东南亚云市场总规模将达到 185 亿美元。AI 云服务将成为增速最快的细分市场，增长率预计超过 50%。建议企业关注三个方向：AI 基础设施服务、数据合规咨询和云成本优化工具。
Slowing Growth But Shifting LandscapeAccording to Gartner's latest report, the Southeast Asian cloud computing market grew 28% in H1 2026, down from 35% year-over-year in 2025. However, beneath the surface of slowing total growth, the market landscape is undergoing profound changes.Widening Regional GapsIndonesia: Continues to maintain over 35% high growth, benefiting from digital economy adoption and government digitization policiesVietnam: Cloud spending growth reaches 32%, becoming a popular choice for foreign enterprises establishing APAC R&D centersSingapore: Growth slows to 18%, market maturing with competition shifting from growth to market shareThailand and Philippines: Steady growth around 25%, primarily driven by government projectsThree Structural TrendsFirst, the rise of local cloud providers. Local players like Biznet Gio (Indonesia) and Viettel IDC (Vietnam) are rapidly growing in government and financial sectors, leveraging data sovereignty compliance advantages.Second, AI infrastructure investment is booming. Demand for GPU cloud services grew 180% in H1 2026, with NVIDIA and major cloud providers racing to build AI data centers in Southeast Asia.Third, multi-cloud strategy has become mainstream. Over 60% of Southeast Asian enterprises have adopted or plan to adopt multi-cloud architecture to avoid vendor lock-in and meet data compliance requirements.H2 ForecastThe total Southeast Asian cloud market is expected to reach $18.5 billion in H2 2026. AI cloud services will be the fastest-growing segment with an expected growth rate exceeding 50%. Enterprises should focus on three areas: AI infrastructure services, data compliance consulting, and cloud cost optimization tools.