市場調查報告書
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1503290
2030 年資料中心液體冷卻市場預測:按組件、冷卻類型、最終用戶和地區分類的全球分析Data Center Liquid Cooling Market Forecasts to 2030 - Global Analysis By Component, Cooling Type, End User and By Geography |
根據Stratistics MRC的數據,2024年全球資料中心液體冷卻市場規模為34.4億美元,預計到2030年將達到159.9億美元,預測期內複合年成長率為29.2%。
資料中心液冷是指使用液體而不是空氣作為冷卻介質來冷卻資料中心設備的方法。這種方法將特殊的冷卻劑或液體直接循環到發熱組件,例如處理器、記憶體模組和其他硬體組件。主要目的是有效散發這些組件的熱量,以防止過熱並確保設備的最佳性能和使用壽命。
據加拿大自然資源部稱,資料中心消耗的能源大約有一半用於計算伺服器,另外 40% 則用於冷卻這些伺服器。
提高資料中心的功率密度
隨著現代資料中心採用高效能運算技術,並在更小的空間內容納越來越強大的硬體,傳統的空氣冷卻方法已被證明是不夠的。液體冷卻提供了一種更有效的解決方案,透過使用液體(例如水或特殊冷卻劑)直接從組件中去除熱量。這種方法不僅提高了冷卻效率,而且還可以更好地管理熱負載,從而允許更高密度的配置,而不會影響性能或存在過熱風險。
初始成本高
高昂的初始成本是資料中心液體冷卻市場的主要障礙。實施液體冷卻系統不僅需要對設備本身進行大量投資,還需要對必要的基礎設施改造和維護通訊協定進行大量投資。這些系統通常包括專用組件,例如冷卻劑分配單元、泵浦和熱交換器,這會增加總體成本。然而,整合液體冷卻需要對現有資料中心佈局和操作工作流程進行調整,這可能會進一步增加實施成本。
空間最佳化的需求日益成長
隨著資料中心不斷擴展以容納大量數位訊息,傳統的空氣冷卻系統由於效率低下和空間要求而被證明是不夠的。透過更有效地散熱,液體冷卻解決方案減少了冷卻基礎設施所需的實體佔地面積,提供了更緊湊、更有效率的替代方案。這不僅可以最大限度地提高資料中心內的可用空間,還可以提高整體營運效率並降低消費量。此外,液體冷卻解決方案可實現高密度運算,使資料中心能夠在同一實體區域中安裝更多伺服器和設備,而不會降低效能或過熱風險。
複雜性和維護
雖然液體冷卻解決方案可以有效散發密集伺服器環境中的熱量,但它們在安裝、與現有基礎設施整合以及持續維護方面都存在複雜性。這些系統通常需要專業知識來設定和操作,從而導致初始成本更高和實施時間更長。然而,維護這些系統需要定期監測冷卻水位、泵浦功能和潛在洩漏,如果管理不當,可能會中斷業務。因此,複雜性和維護要求阻礙了普及採用,特別是在較小的資料中心或資源有限的資料中心。
隨著組織迅速過渡到遠距工作模式,對資料儲存和處理能力的需求不斷增加,給世界各地的資料中心帶來了更大的壓力。這種激增需要高效的冷卻解決方案來維持最佳運作條件並防止過熱,這是人口稠密的伺服器環境中的關鍵問題。供應鏈中斷影響了冷卻設備和組件的可得性,減緩了計劃進度並增加了成本。然而,疫情加速了雲端運算和數位轉型的趨勢,刺激了對液體冷卻等先進冷卻技術的投資,這些技術可提高能源效率和營運彈性。
直接液體冷卻部分預計將在預測期內成為最大的部分
直接液體冷卻部分預計將成為預測期內最大的部分。與傳統的空氣冷卻方法不同,DLC 將伺服器和 IT 元件直接浸入介電流體或循環液體中。這種方法顯著提高了散熱能力,使資料中心能夠更有效率、更永續運行,同時降低能耗和整體冷卻成本。 DLC 系統特別有利於產生大量熱負載的高效能運算 (HPC) 環境和人工智慧驅動的應用程式。透過有效地從源頭消除熱量,DLC 不僅提高了 IT 設備的效能和使用壽命,還透過減少與資料中心營運相關的碳排放,為環境的永續性做出了貢獻。
預計電訊和 IT 產業在預測期內複合年成長率最高。
預計電訊和 IT 產業在預測期內複合年成長率最高。這些行業正在迅速擴展其數位基礎設施,以滿足對連接和資料處理能力日益成長的需求,而傳統的空氣冷卻方法已被證明是不夠的。液體冷卻透過更有效地散熱來最佳化資料中心伺服器和其他硬體的效能和可靠性,提供更有效率的解決方案。此外,電訊和 IT 產業擴大採用人工智慧、物聯網和邊緣運算等高密度運算技術,這些技術會產生大量熱量,因此難以保持運作完整性,因此需要先進的冷卻解決方案。
隨著環境問題的日益嚴重,公司和政府都在優先考慮節能技術來減少碳排放,其中歐洲在估計期間佔據了最大的市場佔有率。這種轉變在歐洲尤其明顯,嚴格的法規和永續性目標正在推動綠色技術的採用。此外,非洲大陸對可再生能源的承諾使得液體冷卻解決方案對於實現這些更廣泛的環境目標更具吸引力。
預計歐洲在預測期內將進一步成長。旨在減少碳排放和提高能源效率的嚴格法規正在推動資料中心營運商在全部區域採用液體冷卻技術。這些技術,例如片下冷卻和液浸冷卻,比傳統的空氣冷卻方法更有效率,從而降低了該地區的整體消費量和營運成本。此外,政府促進再生能源來源的激勵措施和政策進一步鼓勵資料中心採用這些技術。因此,歐洲資料中心液體冷卻市場正在經歷快速成長,老牌和新興企業都轉向創新的冷卻解決方案,以符合監管標準並實現我投資的長期永續性目標。
According to Stratistics MRC, the Global Data Center Liquid Cooling Market is accounted for $3.44 billion in 2024 and is expected to reach $15.99 billion by 2030 growing at a CAGR of 29.2% during the forecast period. Data center liquid cooling refers to a method of cooling data center equipment by using liquid rather than air as the cooling medium. This approach involves circulating specialized coolants or liquids directly in contact with heat-generating components such as processors, memory modules, and other hardware components. The primary goal is to efficiently dissipate heat from these components to prevent overheating and ensure optimal performance and longevity of the equipment.
According to Natural Resources Canada, around half of the energy consumed in a data center is utilized by computing servers, with a further 40% being attributable to cooling these servers.
Rising power density in data centers
As modern data centers adopt high-performance computing technologies and house increasingly powerful hardware in smaller spaces, traditional air cooling methods are proving inadequate. Liquid cooling offers a more efficient solution by directly transferring heat away from components using liquids such as water or specialized coolants. This method not only enhances cooling efficiency but also enables better management of thermal loads, allowing for denser configurations without compromising on performance or risking overheating.
High initial cost
The Data Center Liquid Cooling Market faces significant barriers due to its high initial costs. Implementing liquid cooling systems requires substantial investment not only in the equipment itself but also in the necessary infrastructure modifications and maintenance protocols. These systems often involve specialized components such as coolant distribution units, pumps, and heat exchangers, which add to the overall expenses. However, integrating liquid cooling may necessitate adjustments to existing data center layouts and operational workflows, further increasing deployment costs.
Rising need for space optimization
As data centers expand to accommodate rising volumes of digital information, traditional air cooling systems are proving inadequate due to their inefficiency and space requirements. Liquid cooling solutions offer a more compact and efficient alternative by dissipating heat more effectively, thereby reducing the physical footprint needed for cooling infrastructure. This not only maximizes the usable space within data centers but also enhances overall operational efficiency and reduces energy consumption. Moreover, liquid cooling solutions enable higher density computing, allowing data centers to house more servers and equipment in the same physical area without compromising performance or risking overheating.
Complexity and maintenance
Liquid cooling solutions, while efficient in dissipating heat from high-density server environments, introduce complexities in terms of installation, integration with existing infrastructure, and ongoing maintenance. These systems often require specialized expertise for setup and operation, leading to higher initial costs and longer deployment times. However, maintaining these systems involves regular monitoring of coolant levels, pump functionality, and potential leaks, which can disrupt operations if not managed effectively. The complexity and maintenance requirements thus hinder widespread adoption, particularly for smaller data centers or those with limited resources.
As organizations rapidly shifted to remote work models, there was a heightened demand for data storage and processing capabilities, increasing the strain on data centers worldwide. This surge necessitated efficient cooling solutions to maintain optimal operating conditions and prevent overheating, a critical concern in densely packed server environments. Supply chain disruptions affected the availability of cooling equipment and components, delaying project timelines and increasing costs. However, the pandemic also accelerated trends towards cloud computing and digital transformation, prompting investments in advanced cooling technologies like liquid cooling to enhance energy efficiency and operational resilience.
The Direct Liquid Cooling segment is expected to be the largest during the forecast period
Direct Liquid Cooling segment is expected to be the largest during the forecast period. Unlike traditional air-cooling methods, DLC involves directly immersing servers or IT components in a dielectric fluid or circulating liquid. This approach significantly enhances heat dissipation capabilities, allowing data centers to operate more efficiently and sustainably while reducing energy consumption and overall cooling costs. DLC systems are particularly beneficial for high-performance computing (HPC) environments and AI-driven applications that generate substantial heat loads. By efficiently removing heat at the source, DLC not only improves the performance and longevity of IT equipment but also contributes to environmental sustainability by reducing the carbon footprint associated with data center operations.
The Telecom & IT segment is expected to have the highest CAGR during the forecast period
Telecom & IT segment is expected to have the highest CAGR during the forecast period. As these sectors rapidly expand their digital infrastructure to meet increasing demands for connectivity and data processing capabilities, traditional air cooling methods are proving insufficient. Liquid cooling offers a more efficient solution by dissipating heat more effectively, thereby optimizing the performance and reliability of servers and other hardware within data centers. Moreover, the Telecom & IT industries are increasingly adopting high-density computing technologies such as AI, IoT, and edge computing, which generate substantial heat and require advanced cooling solutions to maintain operational integrity.
As environmental concerns grow, businesses and governments alike are prioritizing energy-efficient technologies to mitigate carbon footprints, Europe commanded the largest share of the market throughout the extrapolated period. This shift is particularly pronounced in Europe, where stringent regulations and sustainability targets encourage adoption of green technologies. Moreover, the continent's commitment to renewable energy sources further reinforces the attractiveness of liquid cooling solutions, which align with these broader environmental goals.
Europe is poised to witness enhanced growth over the estimation period. Stringent regulations aimed at reducing carbon footprints and enhancing energy efficiency have prompted data center operators to adopt liquid cooling technologies across the region. These technologies, such as direct-to-chip and immersion cooling, are more efficient than traditional air-cooling methods, thereby reducing overall energy consumption and operational costs in the region. Moreover, government incentives and policies promoting renewable energy sources further encourage data centers to adopt these technologies. As a result, the European market for data center liquid cooling is experiencing rapid growth, with both established companies and startups investing in innovative cooling solutions to comply with regulatory standards and achieve long-term sustainability goals.
Key players in the market
Some of the key players in Data Center Liquid Cooling market include Airedale International Air Conditioning Ltd, Allied Control Ltd, Aquila Group, Dell Technologies Inc, Delta Electronics, Inc, Fujitsu Ltd, Iceotope Technologies Ltd, International Business Machines Corporation, Lenovo Group, Munters Group AB, Nortek Air Solutions, Rittal GmbH & Co. KG, Schneider Electric SE and Submer Technologies.
In April 2024, Mitsubishi Electric Corporation announced that its wholly owned subsidiaries Mitsubishi Electric Hydronics & IT Cooling Systems S.p.A. and Mitsubishi Electric Europe B.V. acquired AIRCALO, an air-conditioning company in France. Going forward, Mitsubishi Electric expects to expand and upgrade its hydronic HVAC systems business in the diversifying European market.
In October 2023, Intel and Submer collaborated to establish formidable foundation for single-phase immersion technology, which 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 1,000 W.
In January 2022, Submer announced an investment from Planet First Partners. This fund will be used for R&D initiatives for next-generation liquid coolants and data center automation.