資訊中心廢熱再利用的全球市場:收益預測 - 各建設類型，冷卻各技術，各資料中心規模，熱泵使用(2024年～2033年)

資料中心的廢熱回收市場仍處於起步階段，但它已經實現了家庭、企業和製造工廠供暖的脫碳。據國際能源總署（IEA）稱，資料中心的規模、數量和電力需求正在迅速擴大，預計2026年全球電力消耗將增加一倍。隨著資料中心的不斷發展，有了可以實現重複使用的基礎設施，它們可以利用大量無排放熱量來幫助實現永續發展目標。目前，資料中心廢熱回收最常見的應用是區域供熱、空間供熱、熱水、農業、水產養殖和低品位製程加熱。

當今資料中心廢熱回收市場的主要驅動力是新資料中心的快速發展和全球氣候變遷緩解政策的普遍增加。其他推動因素包括潛在承購商對廢熱回收機會的認識不斷提高，以及資料中心和承購商的企業永續發展目標不斷提高。進一步採用廢熱回收的最大障礙是缺乏合適的熱傳導基礎設施。此外，由於對現有設施進行廢熱回收系統改造的成本相當高昂，目前大多數廢熱回收都是在新的資料中心進行的。政府政策、後勤支援以及將資料中心與購電者配對的熱力輸送網路的發展是減少這些障礙的重要途徑。

本報告研究了全球資料中心廢熱再利用市場，並分析了當前的市場問題、技術趨勢、市場推動因素、阻礙因素和政策前景。市場細分提供了 2033 年按地區、建築類型、資料中心冷卻技術和熱泵使用情況劃分的收入和預測。

目錄

第1章 摘要整理

第2章 市場問題

• 簡介
• 促進因素
• 阻礙因素

第3章 產業價值鏈

• 競爭情形
  • M&A及投資活動
  • 經營模式的演進

第4章 市場預測

• 調查手法
• 定義和範圍
• 全球預測
• 地區預測
  • 北美
  • 歐洲
  • 其他

第5章 結論·建議

• 結論
• 3個大的要點
• 推薦事項

第6章 與縮寫簡稱一覽

第7章 目錄

第8章 圖表

第9章 調查範圍，資訊來源與調查手法，註解

The market for the reuse of waste heat from data centers, while currently nascent, is already decarbonizing heating for homes, businesses, and manufacturing facilities. Data centers are rapidly growing in size, number, and electricity demand and are expected to double in power consumption globally by as soon as 2026 according to the International Energy Agency. As data centers continue to grow, a large capacity of emissions-free heat will be available to meet sustainability goals if infrastructure is in place to enable it to be reused. The most common applications of data center waste heat recovery currently include district heating, space heating, water heating, agriculture, aquaculture, and low grade process heating.

The primary driver of the data center waste heat recovery market today is the rapid development of new data centers paired with a generally increasing level of climate change abatement policies globally. Other drivers include increasing awareness of the opportunities for waste heat recovery among potential offtakers, and growing corporate sustainability goals for both data centers and offtakers. A lack of suitable heat transfer infrastructure is the single largest barrier to further adoption of waste heat recovery. Additionally, most waste heat recovery today occurs in newly built data centers, as retrofitting a heat recovery system into existing facilities involves significant costs. Government policies and logistic support for pairing data centers with offtakers, as well as the development of heat transfer networks, are key ways to reduce these barriers.

This Guidehouse Insights report examines the global market for data center waste heat recovery, analyzing current market issues, technology trends, drivers, barriers, and the policy landscape. Market forecasts are presented for revenue through 2033 and are segmented by region, construction type, data center cooling technology, and heat pump usage.

Table of Contents

1. Executive Summary

• 1.1 State of the Market
• 1.2 Market Drivers and Barriers
• 1.3 Market Forecasts

2. Market Issues

• 2.1 Introduction
  • 2.1.1 Technology Definitions
  • 2.1.2 Use Cases and End Users
• 2.2 Drivers
  • 2.2.1 Growing Data Center Demand
  • 2.2.2 Government Mandates, Policies, and Incentives
    • 2.2.2.1 North America
    • 2.2.2.2 Europe
    • 2.2.2.3 Asia Pacific
  • 2.2.3 Waste Heat End User Growth
  • 2.2.4 Sustainability Goals
• 2.3 Barriers
  • 2.3.1 Lack of Existing Infrastructure
  • 2.3.2 Generally Low Grade of Heat
  • 2.3.3 Seasonality and Offtaker Availability
  • 2.3.4 Expensive Retrofit Options

3. Industry Value Chain

• 3.1 Competitive Landscape
  • 3.1.1 M&A and Investment Activities
  • 3.1.2 Business Model Evolution
    • 3.1.2.1 Value of Heat
    • 3.1.2.2 Emerging Market Approaches

4. Market Forecasts

• 4.1 Methodology
• 4.2 Definitions and Scope
• 4.3 Global Forecasts
• 4.4 Regional Forecasts
  • 4.4.1 North America
  • 4.4.2 Europe
  • 4.4.3 Rest of World

5. Conclusions and Recommendations

• 5.1 Conclusion
• 5.2 Three Big Takeaways
• 5.3 Recommendations
  • 5.3.1 Regulators and Legislators Must Offer Support, Both Monetary and Logistic
  • 5.3.2 Data Center Operators Must Remain Creative While Advocating for Supportive Infrastructure
  • 5.3.3 District Heating and Heat Utility Operators Should Play a Powerful Mediating Role
  • 5.3.4 Manufacturers of Industrial Heat Pumps and Supporting Infrastructure Must Be Flexible and Innovative When Approaching the Data Center Market

6. Acronym and Abbreviation List

7. Table of Contents

8. Table of Charts and Figures

9. Scope of Study, Sources and Methodology, Notes