查看購物車
  • Simplified Chinese
  • English
  • Japanese
封面
市場調查報告書
商品編碼
1687811

資料中心浸入式冷卻－市場佔有率分析、產業趨勢與統計、成長預測（2025-2030）

Data Center Immersion Cooling - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 135 Pages | 商品交期: 2-3個工作天內

價格

※ 本網頁內容可能與最新版本有所差異。詳細情況請與我們聯繫。

簡介目錄

資料中心浸入式冷卻市場規模預計在 2025 年為 10 億美元，預計到 2030 年將達到 31.8 億美元，預測期內（2025-2030 年）的複合年成長率為 26.15%。

資料中心浸入式冷卻-市場-IMG1

為了滿足對該技術日益成長的需求，Supermicro 和富士通等公司提供了多個支援浸入式冷卻的伺服器產品線。一些硬體製造商已經開始發布韌體和/或 BIOS 更新，以告知伺服器在基於浸入式冷卻的安裝中不需要風扇，這在很大程度上表明該行業已準備好向硬體冷卻技術邁進。

主要亮點

  • 資料中心不斷增加的碳排放也是一個主要問題，這導致人們更多地採用浸入式冷卻等先進的液體冷卻技術。浸入式冷卻市場知名合成冷卻劑供應商 3M 最近的一項研究表明，採用傳統空氣冷卻技術的資料中心所需電力的 38% 用於冷卻電子元件。
  • 印度和中國等新興經濟體的 IT 結構發展預計將推動對資料中心的需求。由於雲端模型的採用日益廣泛，對資料中心的需求預計會增加，雲端模型為 IT 產業提供了成本和營運優勢。
  • 根據NTT有限公司的一項調查，超過一半的受訪者表示，雲端模式將為其組織的運作方式帶來最大的轉變。因此，預計資料中心對冷卻的需求將會增加，從而導致根據最終用戶的偏好實施液體冷卻方法。
  • Uptime 最近的年度調查發現，20kW 以上機架的部署正在減少。與前一年同期比較，大多數受訪者使用 10-19kW 範圍內的最高密度機架。隨著機架密度增加到 20-25kW 以上，直接液體冷卻變得更加經濟和有效。
  • 對於大型企業而言，從長遠來看，比起在較低溫度下運行超大規模設施，更頻繁地更換故障伺服器可能成本更低。然而，隨著對更大運算能力的需求導致資料中心中 GPU 的整合度增加，大型企業必須轉向有效的冷卻技術。
  • 新冠疫情給多個經濟體的各個領域帶來了額外的壓力。這導致人們的注意力轉向數位經濟。中國頂級雲端處理供應商阿里雲正在投資數十億美元建設下一代資料中心，以支援「後疫情世界」的數位轉型需求。
  • 由於新冠疫情帶來的遠程辦公和其他虛擬活動的增加，資料中心的能源消耗進一步增加。這就是對永續冷卻技術的需求不斷增加的原因。

資料中心浸入式冷卻的市場趨勢

邊緣運算將大幅成長

  • 在預測期內，企業預計將見證處理大量 IP 流量的 IP 連接移動和機器對機器 (M2M) 設備的快速採用。線上提供者對更快的 Wi-Fi 服務和應用傳輸的需求預計將會成長。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。
  • 邊緣資料中心的部署將使許多新興技術受益，包括第五代（5G）網路、物聯網和工業物聯網設備、虛擬實境和增強智慧、人工智慧和機器學習、資料分析、自動駕駛汽車以及視訊串流和監控。
  • 5G 無線基礎設施的出現正在推動資料中心營運商選擇與提供更低延遲和更高彈性的網路配合的邊緣運算基礎設施。多接入邊緣運算（MEC）有助於網路服務與使用者更加緊密地聯繫在一起。
  • 因此，由於全球範圍內採用 5G 技術、自動駕駛汽車和智慧城市日益成長的趨勢等諸多因素，對高效邊緣資料中心的需求預計將會成長。根據英特爾預測，2024 年全球自動駕駛汽車註冊量佔比為 0.49%，預計到 2030 年將達到 12%。
  • 然而，大規模邊緣運算部署的一個關鍵要求是低營運成本。對於邊緣部署，浸入式冷卻可顯著節省能源。液體冷卻解決方案的可靠性和非接觸功能滿足了增加維護間隔平均時間和延長干預間隔的需求，以便可行地操作和管理安裝在遠端位置的設備。
  • 人工智慧 (AI) 是許多企業數位轉型的一部分，預計將對資料中心管理、生產力和基礎設施產生重大影響。全球資料中心建設產業也蓬勃發展，雲端運算的日益普及為巨量資料和物聯網投資帶來了新的機會，從而推動了超大型資料中心的興起。
  • 人工智慧和巨量資料分析需要很高的冷卻能力，許多浸沒式和冷卻供應商正在與OEM合作以改善他們的服務。為了獲得競爭優勢，公司需要策略性地、創造性利用IT基礎設施。浸入式冷卻有效降低了功耗，同時保持了 AI 應用等密集工作負載的效能。

北美佔據主要市場佔有率

  • 資料中心投資者正在投資直接晶片冷卻和浸入式解決方案。隨著 5G 網路在世界各地興起，邊緣資料中心的重要性日益凸顯，美國是該技術的早期採用者之一。在美國，包括EdgePresence、EdgeMicro、American Towers在內的多家營運商已經開始投資邊緣資料中心。
  • 根據Cisco的報告，美國的行動資料流程量資料大幅成長，從 2017 年的每月 1.26 Exabyte成長到 2022 年的每月 7.75 Exabyte。愛立信公司預計，到 2030 年，這筆資料流量將再次成長兩倍。因此，分散式雲端實用化，有可能提供實現這種規模連接所需的低延遲和高頻寬。
  • 美國的網路使用量急劇增加。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費的增加而持續擴大。物聯網 (IoT) 的興起正在推動美國超大型資料中心市場的發展，從而催生更多能夠支援商業用戶和消費者產生的Exabyte資料的設施。
  • Switch 已與戴爾和聯邦快遞合作在美國部署邊緣資料中心設施。主機託管服務供應商 DataBank 已向美國邊緣資料中心供應商 EdgePresence 投資 3,000 萬美元，以將客戶工作負載託管在邊緣中心，從而減少服務延遲。
  • 據全球選址諮詢提供者（經濟獎勵、企業房地產服務和空氣冷卻系統）Site 位置 Group 稱，該地區的經濟冷卻能力已達到最大值。隨著越來越多的資料中心希望將機架容量最大化，液體冷卻正成為更可行的解決方案。

資料中心浸入式冷卻市場概述

市場競爭激烈，預計在預測期內將更加激烈。富士通有限公司、Green Revolution Cooling Inc.、Submer Technologies SL、Liquid Stack Inc. 和 Asperitas Company 等主要企業正在採取合作、協作和收購等策略來加強產品系列確保永續的競爭優勢。

  • 2023 年 11 月 - LiquidStack 推出了一系列新型通用冷卻液分配裝置 (CDU)，可設定為適應大多數市售的直接晶片 (DTC) 解決方案。 Liquid Stack 的通用 CDU 系列適用於 AI、HPC 和高階雲端運算應用，可提供 800kW 至 1.5MW 的散熱量，專為 DTC 設計。
  • 2023 年 10 月—英特爾與 Samar 合作在單相浸沒技術方面建立堅實的基礎，並在強制對流散熱器 (FCHS) 封裝形式上取得突破。 FCHS 徹底改變了資料中心的冷卻方式，減少了熱設計功率 (TDP) 大於 1000W 的晶片全面捕獲和散發熱量所需的組件數量和成本。

其他福利：

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

目錄

第1章 引言

  • 研究假設和市場定義
  • 研究範圍

第2章調查方法

第3章執行摘要

第4章 市場洞察

  • 市場概覽
  • 產業吸引力－波特五力分析
    • 供應商的議價能力
    • 買家的議價能力
    • 新進入者的威脅
    • 競爭程度
    • 替代品的威脅
  • COVID-19 產業影響評估
  • 產業供應鏈分析
  • 氟化液體供應商/製造商
  • 浸入式冷卻浴設備供應商
  • 資料中心供應商

第5章市場動態

  • 市場促進因素
    • 超大規模資料中心的興起
    • 解決高密度功耗問題
  • 市場限制
    • 資金投入大

第6章 技術簡介

  • 資料中心冷卻的演變
  • 能耗和計算密度指標及關鍵考量因素
  • 流體、處理器、GPU、機架和基礎設施供應商的細分

第7章市場區隔

  • 按類型
    • 單相浸入式冷卻系統
    • 兩相浸入式冷卻系統
  • 按冷卻劑
    • 礦物油
    • 去離子水
    • 氟碳流體
    • 合成液體
  • 按應用
    • 高效能運算
    • 邊緣運算
    • 人工智慧
    • 加密貨幣挖礦
    • 其他用途
  • 按地區
    • 北美洲
    • 歐洲
    • 亞洲
    • 澳洲和紐西蘭
    • 拉丁美洲
    • 中東和非洲

第8章競爭格局

  • 公司簡介
    • Fujitsu Limited
    • Green Revolution Cooling Inc.
    • Submer Technologies SL
    • Liquid Stack Inc.
    • Asperitas Company
    • LiquidCool Solutions
    • Midas Green Technologies
    • Iceotope Technologies Ltd
    • Wiwynn Corporation
    • DCX Ltd

第9章投資分析

第10章：市場的未來

簡介目錄
Product Code: 66299

The Data Center Immersion Cooling Market size is estimated at USD 1.00 billion in 2025, and is expected to reach USD 3.18 billion by 2030, at a CAGR of 26.15% during the forecast period (2025-2030).

Data Center Immersion Cooling - Market - IMG1

Owing to the increasing demand for this technology, companies such as Supermicro and Fujitsu offer several server lines ready for immersion cooling. Several hardware manufacturers are launching firmware and BIOS updates to inform servers that fans are not required in immersion-cooling-based installations, primarily indicating the industry's readiness to shift to hardware cooling technologies.

Key Highlights

  • The increasing carbon footprint of the data centers is another major issue leading to the increased adoption of advanced liquid cooling technology, such as immersion cooling. In a recent study conducted by company 3M, a prominent synthetic coolant provider in the immersion cooling market, it was identified that 38% of the electricity needed in data centers equipped with traditional air-based cooling technologies is utilized to cool the electronic components.
  • The developments in the IT structure in emerging economies, such as India and China, are expected to boost the demand for data centers favorably. The demand for data centers is anticipated to increase due to the increasing adoption of the cloud model, which has cost and operational benefits for the IT industry.
  • According to an NTT Ltd study, over half of the respondents stated that the cloud model would have the most transformational impact on their organization's business operations. Therefore, the demand for the cooling of data centers is anticipated to increase, leading to the execution of liquid cooling methods based on end-user preferences.
  • Uptime launched its recent annual survey, which found that racks consisting of 20 kW and advanced are decreasingly deployed. On a time-over-year base, most respondents highlighted their highest density rack usage in the 10-19 kW range. Direct liquid cooling becomes more economical and effective when rack densities higher than 20- 25 kW are preferred.
  • For large enterprises, replacing failed servers more constantly than usual may be less expensive over time than operating a hyperscale facility at lower temperatures. Still, with the growing integration of GPUs in data centers urged by the need for better computing power, large enterprises must move toward an effective cooling technology.
  • The outbreak of COVID-19 posed further stress on multiple economies across various sectors. This shifted the focus toward a digital economy. China's top cloud computing provider, Alibaba Cloud, invests billions in building next-generation data centers to support digital transformation needs in a"post-pandemic world."
  • Data center energy usage has been compounded due to increased teleworking and other virtual activities brought on by the COVID-19 pandemic. Thus, developments using sustainable cooling technologies are on the rise.

Data Center Immersion Cooling Market Trends

Edge Computing to Witness Major Growth

  • In the forecast period, organizations are expected to witness rapid growth in IP-connected mobile and machine-to-machine (M2M) devices, which handle significant amounts of IP traffic. The demand for faster Wi-Fi service and application delivery from online providers is expected to rise. Some M2M devices, such as autonomous vehicles, require real-time communications with local processing resources to ensure safety.
  • The deployment of edge data centers benefits many new technologies, including fifth-generation (5G) networks, IoT and IIoT devices, virtual and augmented reality, artificial intelligence and machine learning, data analytics, autonomous vehicles, and video streaming and surveillance.
  • 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 worldwide and the growing trend of autonomous or self-driving vehicles and smart cities. According to Intel, the projected global autonomous vehicle registration share in 2024 is 0.49%; by 2030, the registration share is expected to reach 12%.
  • However, a key requirement of large-scale edge computing roll-outs will be low operating costs. In edge deployments, immersive liquid cooling provides 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 for viable operation and management of remotely located equipment.
  • Artificial intelligence (AI), a part of the digital transformation for many enterprises, is anticipated to impact data center management, productivity, and infrastructure significantly. The global data center construction industry is also booming, as increasing cloud adoption fuels new opportunities in big data and IoT investment, leading to more hyper-scale data centers.
  • AI and big data analytics require a high cooling power, encouraging many liquid immersion and cooling vendors to partner with OEMs to improve their offerings. Enterprises must leverage their IT infrastructure strategically and creatively to gain a competitive advantage. Immersion cooling effectively reduces power consumption while maintaining performance across high-density workloads like AI applications.

North America to Hold Significant Market Share

  • The data center investors are investing in direct-to-chip cooling and liquid immersion solutions. The emergence of 5G networks worldwide facilitates the importance of edge data centers, 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. According to Ericsson, 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 easily connect at such a scale is coming into action.
  • The United States is witnessing a substantial increase in internet usage. The country is the largest data center operations market, and it continues to expand due to the higher data consumption by end users. The popularity of the Internet of Things (IoT) is driving the US hyper-scale data center market, leading to additional facilities that can support exabytes of data generated by business users and consumers.
  • Switch partnered with Dell and FedEx to deploy edge data center facilities in the United States. DataBank, a colocation service provider, invested USD 30 million in EdgePresence, an edge data center provider in the United States, to collocate their customer workloads to edge centers to reduce latency in their services.
  • According to the Site Selection Group, a global location advisory provider, economic incentive, corporate real estate services, and air-cooled systems, it reached its maximum economic cooling capability in the region. As more data centers aim to pack racks to capacity, liquid cooling becomes a more viable solution.

Data Center Immersion Cooling Market Overview

The market studied reflects high competitiveness and is expected to intensify further during the forecast period. Key players, including Fujitsu Limited, Green Revolution Cooling Inc., Submer Technologies SL, Liquid Stack Inc., and Asperitas Company, employ strategies like partnerships, collaborations, and acquisitions to fortify their product portfolios and secure sustainable competitive advantages.

  • November 2023 - Liquid Stack announced its new range of universal coolant distribution units (CDUs), which can be configured to support the most commercially available direct-to-chip (DTC) solutions. Suitable for AI, HPC, and advanced cloud computing applications, LiquidStack's universal CDU range delivers 800 kW to 1.5 MW of heat rejection and is designed specifically for DTC.
  • October 2023 - Intel and Submer collaborated in establishing a formidable foundation for single-phase immersion technology, which has achieved a groundbreaking advancement in the form of the Forced Convection Heat Sink (FCHS) package. Set to revolutionize data center cooling, the FCHS reduces the quantity and cost of components required for comprehensive heat capture and the dissipation of chips with thermal design power (TDP) exceeding 1000 W.

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 Market Overview
  • 4.2 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.2.1 Bargaining Power of Suppliers
    • 4.2.2 Bargaining Power of Buyers
    • 4.2.3 Threat of New Entrants
    • 4.2.4 Degree of Competition
    • 4.2.5 Threat of Substitutes
  • 4.3 Assessment of the Impact of COVID-19 on the Industry
  • 4.4 Industry Supply Chain Analysis
  • 4.5 Fluorine-based Liquid Suppliers/Manufacturers
  • 4.6 Immersion Cooling Bath Equipment Vendors
  • 4.7 Data Center Vendors

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Increase in the Number of Hyper-scale Data Centers
    • 5.1.2 Dealing with High-density Power Consumption
  • 5.2 Market Restraint
    • 5.2.1 High Investment with Greater Capital Expenditure

6 TECHNOLOGY SNAPSHOT

  • 6.1 Evolution of Data Center Cooling
  • 6.2 Energy Consumption and Computing Density Metrics, and Key Considerations
  • 6.3 Teardown of Fluid, Processor, GPUs, Racks, and Infrastructure Providers

7 MARKET SEGMENTATION

  • 7.1 By Type
    • 7.1.1 Single-Phase Immersion Cooling System
    • 7.1.2 Two-Phase Immersion Cooling System
  • 7.2 By Cooling Fluid
    • 7.2.1 Mineral Oil
    • 7.2.2 Deionized Water
    • 7.2.3 Fluorocarbon-Based Fluids
    • 7.2.4 Synthetic Fluids
  • 7.3 By Application
    • 7.3.1 High-Performance Computing
    • 7.3.2 Edge Computing
    • 7.3.3 Artificial Intelligence
    • 7.3.4 Cryptocurrency Mining
    • 7.3.5 Other Applications
  • 7.4 By Geography
    • 7.4.1 North America
    • 7.4.2 Europe
    • 7.4.3 Asia
    • 7.4.4 Australia and New Zealand
    • 7.4.5 Latin America
    • 7.4.6 Middle East and Africa

8 COMPETITIVE LANDSCAPE

  • 8.1 Company Profiles
    • 8.1.1 Fujitsu Limited
    • 8.1.2 Green Revolution Cooling Inc.
    • 8.1.3 Submer Technologies SL
    • 8.1.4 Liquid Stack Inc.
    • 8.1.5 Asperitas Company
    • 8.1.6 LiquidCool Solutions
    • 8.1.7 Midas Green Technologies
    • 8.1.8 Iceotope Technologies Ltd
    • 8.1.9 Wiwynn Corporation
    • 8.1.10 DCX Ltd

9 INVESTMENT ANALYSIS

10 FUTURE OF THE MARKET