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資料中心液體冷卻:市場佔有率分析、產業趨勢/統計、成長預測(2024-2029)

Data Center Liquid Cooling - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)

出版日期: | 出版商: Mordor Intelligence | 英文 207 Pages | 商品交期: 2-3個工作天內

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簡介目錄

預計2024年全球資料中心液冷市場規模將達44.8億美元,2024年至2029年複合年成長率為23.31%,2029年將達到127.6億美元。

資料中心液體冷卻市場

隨著人口的成長和對數位基礎設施的更加依賴,資料中心的需求也在成長。迫切需要有效的冷卻解決方案,以確保最佳效能並避免因資料中心的快速發展和成長而造成代價高昂的停機。

主要亮點

  • 雲端運算解決方案的採用和巨量資料分析的普及極大地促進了資料中心的發展。企業越來越依賴雲端基礎的服務來儲存大量資料以進行處理和研究。例如,亞馬遜網路服務 (AWB)、微軟 Azure 和Google雲端平台等雲端產業巨頭正在不斷擴展資料中心,以滿足不斷成長的需求。
  • 印度、香港、中國和印尼等新興經濟體擁有先進的IT基礎設施發展,可能會推動資料中心需求。由於雲端模型的採用,資料中心的需求預計會增加,這為 IT 產業帶來成本和營運優勢。
  • 資料中心營運商在遷移到新的冷卻系統時對潛在的停機損失保持警惕。因此,他們忽視了營運成本並繼續使用過時的冷卻系統。這種趨勢減緩了新技術和可能檢驗的技術的採用。
  • 疫情後企業數位轉型的新浪潮預計將推動市場。許多公司開始依賴第三方主機代管設施作為資料中心,混合IT 的趨勢不斷成長,它將託管中心的強大功能與多重雲端環境相結合。

資料中心液冷市場趨勢

邊緣運算將經歷顯著成長

  • 在預測期內,企業預計將見證 IP 連接行動和機器對機器 (M2M) 設備的激增,這些設備將處理大量 IP 流量。
  • 對線上提供者提供的更快 Wi-Fi 服務和應用程式交付的需求預計將會增加。此外,一些 M2M 設備(例如自動駕駛汽車)需要與本地處理資源進行即時通訊以確保安全。
  • 部署邊緣資料中心將使許多新技術受益,包括第五代(5G)網路和物聯網(IoT)。物聯網連線的普及率預計將增加一倍以上,到 2028 年將達到 60 億個廣域物聯網連線。
  • 此外,5G 無線基礎設施的出現促使資料中心營運商選擇邊緣運算基礎設施以及提供低延遲和高彈性的網路。多接取邊緣運算(MEC)可協助網路服務與使用者更緊密地連接。因此,由於多種因素的影響,包括5G技術在全球範圍內的引入、自動駕駛汽車的興起以及智慧城市趨勢,對高效邊緣資料中心的需求預計將會增加。
  • 然而,大規模邊緣運算部署的一個關鍵要求是低營運成本。眾所周知,浸入式冷卻可以在邊緣部署中顯著節省能源。
  • 液體冷卻解決方案的可靠性和非接觸式功能滿足了增加平均維護時間和延長干預間隔的需求,以實現遠端位置設備的可行操作和管理。

北美佔最大市場佔有率

  • 北美是最早採用新技術的國家之一。資料中心投資者擴大投資於浸入式和片下冷卻解決方案。全球 5G 網路的出現推動了邊緣資料中心的重要性,美國是最早採用該技術的國家之一。許多美國業者已開始投資這些中心,包括 EdgePresence、EdgeMicro 和 American Towers。
  • 根據思科系統公司的報告,美國的行動資料流量逐年大幅成長,從2017年的每月1.26Exabyte資料流量增加到2022年的每月7.75Exabyte資料流量。據愛立信稱,到 2030 年,這筆資料流量預計將進一步增加兩倍。因此,分散式雲端正在成為實用化,有可能提供輕鬆連接這種規模所需的低延遲和高頻寬。
  • 美國的個人和企業的網路使用量正在顯著成長。該國是最大的資料中心營運市場,並且由於最終用戶資料消耗的增加而持續成長。物聯網 (IoT) 的日益普及是美國超大規模資料中心市場的關鍵驅動力,導致能夠支援企業用戶和消費者產生的Exabyte資料的設施不斷擴展。
  • 未來幾年,美國可能成為該地區成長最快的資料中心市場。美國資料中心建設的主要驅動力是最近的經濟和稅收優惠政策。大約 27 個州正在利用這些因素來吸引資料中心計劃。此外,美國實施的大規模稅收減免顯示政府正在主導建造新的超級資料中心和維修現有資料中心。這些市場趨勢進一步增加了該地區資料中心對液體冷卻服務的需求。

資料中心液冷產業概況

資料中心液體冷卻市場分散且競爭激烈,包括 Alfa Laval Corporate AB、LiquidStack Inc. A/S 和 AsperitasChilldyne Inc. 等公司。從市場佔有率來看,目前該市場由少數重要參與者主導。廣泛使用的冷卻系統仍然是空氣冷卻,液體冷卻系統在整個冷卻系統中所佔的佔有率仍然相對較小。由於相對較高的成本被認為是一個市場挑戰,預計液體浸入式冷卻系統市場具有很高的替代威脅。

  • 2024 年 3 月 - Summer 是由工業冷卻劑製造商、目的地設備製造商、目的地設備製造商、高性能計算應用營運商和資料中心提供商等相關人員組成的重要工業論壇,宣布加入最近成立的液體冷卻聯盟(LCC)。
  • 2024 年 3 月 - 關鍵基礎設施和連續性解決方案的領先供應商 Vertiv 獲得解決方案顧問認證。 :成為解決方案顧問:Nvidia 合作夥伴網路 (NPN) 中的顧問合作夥伴,讓您能夠更全面地了解 Vertiv 的經驗以及完整的電源和冷卻解決方案組合。

其他好處

  • Excel 格式的市場預測 (ME) 表
  • 3 個月分析師支持

目錄

第1章 簡介

  • 研究假設和市場定義
  • 調查範圍

第2章調查方法

第3章執行摘要

第4章市場洞察

  • 資料中心冷卻的演變
    • 空調/處理器
    • 冷卻器和節熱器系統
    • 液體冷卻系統
    • 立柱/機架/門/天花板冷卻系統
  • 資料中心冷卻市場概述
  • 能耗、計算密度指標和液體冷卻的關鍵考慮因素
  • 產業相關人員分析
  • 產業吸引力-波特五力分析
    • 買方議價能力
    • 供應商的議價能力
    • 新進入者的威脅
    • 競爭程度
    • 替代品的威脅

第5章市場動態

  • 市場促進因素
    • 區域內IT基礎設施的發展
    • 綠色資料中心的出現
  • 市場限制因素
    • 成本、調適要求、停電
  • 評估 COVID-19 對產業的影響

第 6 章.資料中心後門熱交換器 (RDHx) 的前景

  • 資料中心 RDHx 和液冷(直接和間接)技術比較
  • 與RDHx和液體冷卻市場相關的資料中心冷卻技術供應商的最新發展
  • RDHx 的全球市場佔有率大致(十億美元)
  • RDHx主要供應商清單(業務概述、產品組合、最新趨勢)

第7章 直冷式或浸沒式冷卻市場

  • 直冷市場概述與預測
  • 浸入式冷卻 - 主要應用
    • 高效能運算
    • 邊緣運算
    • 加密貨幣挖礦
  • 浸入式冷卻液
    • 氟碳液
    • 碳氫化合物流體

第8章間接/直接晶片冷卻市場

  • 間接冷卻市場概況及預測
  • 間接和直接晶片冷卻的主要應用

第9章市場區隔

  • 按地區
    • 北美洲
    • 歐洲
    • 亞洲
    • 澳洲/紐西蘭
    • 拉丁美洲
    • 中東/非洲

第10章競爭格局

  • 公司簡介
    • Alfa Laval Corporate AB
    • LiquidStack Inc.
    • Asetek Inc. A/S
    • Asperitas
    • Chilldyne Inc.
    • CoolIT Systems Inc.
    • Fujitsu Ltd.
    • Mikros Technologies
    • Kaori Heat Treatment Co. Ltd
    • Lenovo Group Limited
    • LiquidCool Solutions Inc.
    • Midas Green Technologies
    • Iceotope Technologies Ltd
    • USystems Ltd(Legrand Group)
    • Rittal GmbH & Co. KG
    • Schneider Electric
    • Submer Technologies & Submer Inc.
    • Vertiv Group Corp.
    • Wakefield Thermal Solutions Inc.
    • Wiwynn Corporation
    • 3M Company
    • Engineered Fluids Inc.
    • Green Revolution Cooling Inc.
    • Solvay SA

第11章 價值鏈冷卻技術創新

第12章投資分析及市場展望

簡介目錄
Product Code: 55615

The Data Center Liquid Cooling Market size is estimated at USD 4.48 billion in 2024, and is expected to reach USD 12.76 billion by 2029, growing at a CAGR of 23.31% during the forecast period (2024-2029).

Data Center Liquid Cooling - Market

The need for data centers has grown as the population grows increasingly connected and dependent on digital infrastructure. Effective cooling solutions are urgently needed to ensure optimal performance and avoid expensive downtime due to the data center development and growth spike.

Key Highlights

  • Data center growth has been significantly aided by the uptake of cloud computing solutions and the spread of big data analytics. Businesses increasingly rely on cloud-based services and storing enormous amounts of data for processing and research. For instance, to meet the rising demand, cloud industry giants like Amazon Web Services (AWB), Microsoft Azure, and Google Cloud Platform continuously extend their data center footprints.
  • Growing developments in IT infrastructure in emerging economies, such as India, Hong Kong, China, Indonesia, and other emerging countries, are likely to boost the demand for data centers. The demand for data centers is expected to increase due to the adoption of the cloud model, which has cost and operational benefits for the IT industry.
  • Data center operators are wary of potential downtime losses while shifting to new cooling systems. Hence, they overlook operational expenditures and continue using outdated cooling systems. This trend slows the adoption of new technologies that are perceived to be untested.
  • A new wave of post-pandemic digital transformation among businesses is expected to drive the market. Many companies have started to rely on third-party colocation facilities to house their data centers, and there's a growing trend towards hybrid IT - combining the power of hosted centers with multi-cloud environments.

Data Center Liquid Cooling Market Trends

Edge Computing to Witness Significant Growth

  • In the forecast period, organizations are expected to witness rapid growth in the number of IP-connected mobile and machine-to-machine (M2M) devices, which will handle significant amounts of IP traffic.
  • The demand is expected to rise for faster Wi-Fi service and application delivery from online providers. Also, some M2M devices, such as autonomous vehicles, will require real-time communications with local processing resources to guarantee safety.
  • The deployment of edge data centers benefits many new technologies, including fifth-generation (5G) networks and the Internet of Things (IoT), as the adoption of (IoT) connections is expected to more than double, with the number of wide-area IoT 6 billion by 2028. and Industrial Internet of Things (IIoT) of devices, autonomous vehicles, virtual and augmented reality, artificial intelligence and machine learning, data analytics, and video streaming and surveillance.
  • Moreover, the emergence of 5G wireless infrastructure has urged data center operators to opt for edge computing infrastructure to work with networks offering lower latency and higher resiliency. Multi-access edge computing (MEC) aids network services in connecting to users closely. Hence, the demand for efficient edge data centers is expected to be augmented by many factors, including the introduction of 5G technology across the world and the growing trend of autonomous or self-driving vehicles and smart cities.
  • However, a key requirement of large-scale edge computing roll-outs will be low operating costs. In edge deployments, immersive liquid cooling is known to provide dramatic energy-saving benefits.
  • The reliability and no-touch features of liquid cooling solutions will match the need for extended mean time to maintenance and longer intervention intervals needed for viable operation and management of remotely located equipment.

North America to Hold the Largest Market Share

  • North America is an early adopter of newer technologies. The data center investors are increasingly investing in liquid immersion and direct-to-chip cooling solutions. The importance of edge data centers has been aided by the emergence of 5G networks worldwide, and the United States is among the earliest adopters of the technology. Many operators in the United States, such as EdgePresence, EdgeMicro, and American Towers, have started investing in these centers.
  • The mobile data traffic in the United States increased considerably over the years, from 1.26 exabytes per month of data traffic in 2017 to 7.75 exabytes per month of data traffic by 2022, as reported by Cisco Systems. Ericsson says this data traffic is expected to triple further by 2030. Thus, the distributed cloud that may secure the low latency and high bandwidth required to connect such scale easily is coming into action.
  • The United States is witnessing massive growth in internet usage by people and businesses. The country is the largest market in data center operations, and it continues to grow due to the higher consumption of data by end-users. The growing popularity of the Internet of Things (IoT) is a significant driver for the US hyper-scale data center market, leading to additional facilities that can support exabytes of data generated by both business users and consumers.
  • The United States will be the fastest-growing data center market in the region in the coming years. The significant drivers of data center construction in the United States. have been recent economic incentives and tax benefits. Approximately 27 states leverage these factors to attract data center projects. In addition, the heavy tax breaks implemented in the United States indicate a government-front aim to construct new mega data centers or renovate existing ones. Such instances in the market create more of a need for data center liquid cooling services in the region.

Data Center Liquid Cooling Industry Overview

The data center liquid cooling market is fragmented and highly competitive and consists of several significant players like Alfa Laval Corporate AB, LiquidStack Inc., Asetek Inc. A/S, AsperitasChilldyne Inc., etc. In terms of market share, few important players currently dominate the market. The widely deployed cooling system is still air cooling, and liquid cooling systems have a relatively small share in the overall cooling landscape. As relatively high costs are considered market challenges, the immersion cooling systems market is estimated to have a significant threat of substitutes.

  • March 2024 - Summer announced its membership in the recently established Liquid Cooling Coalition (LCC), a premier industry forum comprised of stakeholders, including industrial coolant producers, original equipment manufacturers, original device manufacturers, high-performance computing application operators, and data center providers.
  • March 2024 - Vertiv, a significant provider of critical infrastructure and continuity solutions, is now a Solution Advisor: Consultant partner in the Nvidia Partner Network (NPN), providing more comprehensive access to Vertiv's experience and complete power and cooling solutions portfolio.

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 INSIGHTS

  • 4.1 Evolution Of Data Center Cooling
    • 4.1.1 Air Conditioners/Handlers
    • 4.1.2 Chillers And Economizer Systems
    • 4.1.3 Liquid Cooling Systems
    • 4.1.4 Row/Rack/Ddoor/Over-head Cooling Systems
  • 4.2 Overview of Data Center Cooling Market
  • 4.3 Energy Consumption, Computing Density Metrics and Key Considerations For Liquid Cooling
  • 4.4 Industry Stakeholder Analysis
  • 4.5 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.5.1 Bargaining Power of Buyers
    • 4.5.2 Bargaining Power of Suppliers
    • 4.5.3 Threat of New Entrants
    • 4.5.4 Degree of Competition
    • 4.5.5 Threat of Substitutes

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Development of IT Infrastructure in the Region
    • 5.1.2 Emergence of Green Data Centers
  • 5.2 Market Restraints
    • 5.2.1 Costs, Adaptability Requirements, and Power Outages
  • 5.3 Assessment of COVID-19 Impact on the Industry

6 OUTLOOK OF REAR DOOR HEAT EXCHANGERS (RDHX) IN DATA CENTERS

  • 6.1 Technical Comparison of RDHx and Liquid Cooling (Direct and Indirect) in Data Centers
  • 6.2 Recent Developments by Data Center Cooling Technology Vendors in the Context Of RDHx and Liquid Cooling Market
  • 6.3 Approximate Global Market Share of RDHx (in USD Billion)
  • 6.4 List of Key RDHx Vendors (Business Overview, Portfolio and Recent Developments)

7 DIRECT COOLING OR IMMERSION COOLING MARKET

  • 7.1 Direct Cooling Market Overview And Estimate
  • 7.2 Immersion Cooling - Key Application
    • 7.2.1 High-performance Computing
    • 7.2.2 Edge Computing
    • 7.2.3 Cryptocurrency Mining
  • 7.3 Immersion Cooling Fluids
    • 7.3.1 Fluorocarbon-based Fluids
    • 7.3.2 Hydrocarbons Fluids

8 INDIRECT OR DIRECT-TO-CHIP COOLING MARKET

  • 8.1 Indirect Cooling Market Overview and Estimates
  • 8.2 Indirect or Direct-to-chip Cooling Key Applications

9 MARKET SEGMENTATION

  • 9.1 By Geography***
    • 9.1.1 North America
    • 9.1.2 Europe
    • 9.1.3 Asia
    • 9.1.4 Australia and New Zealand
    • 9.1.5 Latin America
    • 9.1.6 Middle East and Africa

10 COMPETITIVE LANDSCAPE

  • 10.1 Company Profiles*
    • 10.1.1 Alfa Laval Corporate AB
    • 10.1.2 LiquidStack Inc.
    • 10.1.3 Asetek Inc. A/S
    • 10.1.4 Asperitas
    • 10.1.5 Chilldyne Inc.
    • 10.1.6 CoolIT Systems Inc.
    • 10.1.7 Fujitsu Ltd.
    • 10.1.8 Mikros Technologies
    • 10.1.9 Kaori Heat Treatment Co. Ltd
    • 10.1.10 Lenovo Group Limited
    • 10.1.11 LiquidCool Solutions Inc.
    • 10.1.12 Midas Green Technologies
    • 10.1.13 Iceotope Technologies Ltd
    • 10.1.14 USystems Ltd (Legrand Group)
    • 10.1.15 Rittal GmbH & Co. KG
    • 10.1.16 Schneider Electric
    • 10.1.17 Submer Technologies & Submer Inc.
    • 10.1.18 Vertiv Group Corp.
    • 10.1.19 Wakefield Thermal Solutions Inc.
    • 10.1.20 Wiwynn Corporation
    • 10.1.21 3M Company
    • 10.1.22 Engineered Fluids Inc.
    • 10.1.23 Green Revolution Cooling Inc.
    • 10.1.24 Solvay SA

11 COOLING TECHNOLOGY INNOVATIONS ACROSS THE VALUE CHAIN

12 INVESTMENT ANALYSIS AND MARKET OUTLOOK