數位基礎設施用浸入式冷卻劑：成長領域的基礎

本報告研究和分析了數位基礎設施市場的浸入式冷卻劑，提供了有關市場的關鍵基本面、機會規模、地理趨勢和產品特徵的資訊。

現在應該問什麼問題才能在這個領域取得成功

浸入式冷卻液價值鏈：根據今天和明天的影響力圖，是否與合適的夥伴合作

• 是否了解液浸式冷卻劑市場地圖以及快速成長的資料中心市場的主要參與者
• 是否就市場進入策略做出了明智的決策
• 這個市場的主要影響者和決策者是誰

地理需求驅動因素與主要趨勢：全球強勁但不平衡的成長

• 哪裡的市場先達到成熟
• 是否著眼長遠並押注於高成長地區
• 主要資料中心成長市場中冷卻技術的區域消費者偏好和持續趨勢為何
• 是否了解主要資料中心成長市場中當地消費者的偏好以及冷卻技術的持續趨勢

關於流體化學：如何了解新興冷卻劑供應商市場中的浸入式冷卻化學類型

• 有哪些不同的浸入式冷卻劑可用
• 化學、熱性能和電氣性能、冷卻劑壽命和維護方法、可持續性（碳足跡和毒性）以及冷卻劑成本方面有何差異
• 這些冷卻劑的主要供應商有哪些
• 是否應對市場認知度和浸入式冷卻劑類型偏好的變化

每種流體化學的需求比較：了解每種浸入式冷卻劑的發展現況

• 是否想根據可能成為資料中心行業最終用戶選擇的冷卻劑的流體化學類型做出明智的業務決策？
• 是否想跟上冷卻劑的最新趨勢，包括新產品發布和不斷變化的冷卻劑要求

浸入式冷卻技術概述技術展望：技術現況

• 什麼是科技
• 是什麼樣的技術
• 與其他熱管理方法相比，有哪些優點和缺點

浸入式冷卻劑價值鏈：價值鏈中的關鍵影響因素

• 浸入式冷卻價值鏈的主要組成部分有哪些？
• 誰是主要影響者和決策者？
• 浸入式冷卻劑的主要供應商有哪些？
• 資料中心的主要客戶群有哪些？

浸入式冷卻液市場現況：產品間的競爭鏡頭

• 有哪些不同的浸入式冷卻劑可用？
• 化學特性、熱特性、電氣特性、冷卻劑壽命和維護方法、永續性（碳足跡和毒性）以及冷卻劑成本方面有何差異？
• 這些冷卻劑的主要供應商有哪些？

數位基礎設施中的熱管理：客戶需求鏡頭

• 高效能運算、企業/私有雲、超大規模運算設備和其他應用等各種數位基礎設施領域目前的熱管理實踐是什麼？
• 熱管理過程需要什麼樣的性能 - 在排熱/再利用、熱冷卻劑壽命、回收、永續性、營運成本等方面。
• 選擇冷卻劑時有哪些商業考量？

地理需求驅動因素與主要趨勢：主要區域趨勢

• 地理需求熱圖與客戶足跡（關鍵區域）
• 有關影響冷卻液需求的主要區域發展/活動和法規的最新信息
• 哪些地區/市場快速成長？
• 推動主要地區/市場採用浸入式冷卻技術/冷卻液的關鍵因素有哪些？

浸入式冷卻液市場規模：機會參數

• 浸入式冷卻應用中的整體熱冷卻液體需求（數量和價值）是多少？
• 冷卻液需求比較：依化學成分
• 浸入式冷卻液的 5年和 10年展望；浸入式冷卻技術成長的主要驅動因素和限制因素
• Kline 的觀點：市場估值與機會的要點

Coverage: Global.

What burning questions should you be asking today to succeed in this space?

Immersion cooling fluid value chain: Are you working with the right partners based on the influence map of today and tomorrow?

• Do you understand the market map and key value participants for immersion cooling fluids in the fast-growing data center market?
• Are you making well informed decisions for your go-to-market strategy?
• Do you know who the essential influencers / decision makers in this market are and are you ready to work with them?

Geographic demand drivers and key trends: Strong but uneven growth globally

• Where will the market hit maturity state first?
• Are you placing bets in the highest growth regions with the longer view in mind?
• What are the regional consumer preferences for cooling technology and on-going trends in key data center growth markets?
• Do you understand the regional consumer preferences for cooling technology and on-going trends in key data center growth markets?

On fluid chemistry: What is your understanding of immersion cooling chemistry types in the emerging fluid suppliers market?

• What are the various immersion cooling fluids being offered?
• How do they vary in terms of chemistry; thermal, electrical properties; fluid life and maintenance practices; sustainability - carbon footprint and toxicity; and fluid cost?
• Who are the key suppliers of these fluids? What are the fluids that they offer?
• Are you up to speed with the changing market perception and preferences for immersion cooling fluid type?

Comparative view of fluid demand by chemistry: Are you abreast with the developments taking place in immersion cooling fluids by type?

• Would you like to make informed business decisions based on the type of fluid chemistries that are likely to become the fluid of choice for end-users in the data center industry?
• Would you like to appraise yourself with the latest developments in fluid offerings such as new product launches and evolving fluid requirements?

Immersion cooling technology overview: Technology landscape

• What is the technology?
• What does it entail?
• What are its advantages and drawbacks compared with other routes of thermal management?

Immersion cooling fluid value chain: Key influencers in the value chain

• What are the key components of immersion cooling value chain?
• Who are the key influencers or decision makers?
• Who are the key suppliers of these fluids? What are the fluids that they offer?
• What are the key data center customer segments?

Immersion cooling fluid market landscape: Inter-product competition lens

• What are the various immersion cooling fluids being offered?
• How do they vary in terms of chemistry; thermal, electrical properties; fluid life and maintenance practices; sustainability - carbon footprint and toxicity; and fluid cost?
• Who are the key suppliers of these fluids? What are the fluids that they offer?

Thermal management in digital infrastructure: Customer needs lens

• What are the current thermal management practices in various digital infrastructure segments - high performance computing, enterprise/private cloud, hyperscalers, and other applications?
• What are the performance requirements from thermal management process - in terms of heat removal / reuse, thermal fluid life, recycling, sustainability, operating costs?
• What are the commercial considerations when choosing cooling fluids?

Geographic demand drivers and key trends: Key trends via regional lens

• Geographic demand heatmap and customer footprint (key regions)
• Key developments/activity, regulatory updates in various regions impacting the demand for these fluids
• What regions/markets are seeing faster growth?
• What are the key factors driving the penetration of immersion cooling technology/fluids in key regions/markets?

Market size for immersion cooling fluids: Parameters of the opportunity

• What is the overall thermal fluid demand in immersion cooling applications in volume and value terms?
• Comparative view of fluid demand by chemistry
• 5- and 10-year outlook for immersion coolants; Key drivers and restraints for growth in immersion cooling technology
• Kline view: Key take-aways on market assessment and opportunities

How does this report help me succeed in this space?

It's not often that traditional products face the prospect of a new outlet well-aligned with a mega-trend like digitalization, creating a promising new playing field.

Correctly estimating the opportunity based on where-to-play and right-to-win requires several steps, starting with a pragmatic view of the fundamentals of the opportunity to make 'Go/No-Go' decisions.

Kline's report on IMMERSION COOLING FLUIDS IN DIGITAL INFRASTRUCTURE will help you understand:

• The key fundamentals and the size of opportunity in this market complimented with flavors of geographical trends and product characteristics.
• Kline will leverage its strong footprints in the energy and chemicals industries and will draw expertise from its existing fluids knowledge base to develop a comprehensive view on emerging opportunities in this market.