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2022-2029 年液体浸没式冷却的全球市场

Global Immersion Cooling Market - 2022-2029

出版日期: 2023年01月05日 | 出版商:

DataM Intelligence | 英文 400 Pages | 商品交期: 约2个工作天内

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简介目录

市场概况

全球液体浸入式冷却市场预计将实现显着增长，在预测期内（2022-2029 年）以 14.3% 的复合年增长率增长。

通过将服务器、GPU、ASIC 和计算机组件（例如内存、磁盘和 CPU）浸入非导电流体中来冷却系统称为液浸冷却。这种高效的冷却技术让您获得更高的效率。浸入式冷却有多种用途，包括降低冷却成本、避免更换风扇和电源、更高的密度、更低的碳足迹、更少的停机时间、更高的可靠性以及通过超频获得更好的性能。提供浸入式冷却服务的公司与众多技术行业合作，并遵循多项标准和准则。需要测试、检验和认证服务的行业包括农业、汽车、原材料、IT 和电子、环保、食品测试以及石油和天然气。

市场动态

计算机系统对液体浸入式冷却的需求不断增长是全球液体浸入式冷却市场的主要市场驱动力。然而，缺乏标准化可能是一个主要的市场製约因素。

计算机系统对液浸冷却的需求不断增加

将 IT 设备直接浸入非导电液体中的浸没式冷却有助于改进热设计。将温度保持在热极限以下可以实现更高的硬件密度和更好的处理器利用率。在服务器机房，噪音大大降低。得益于液体浸入式冷却，信息技术设备免受灰尘和硫磺等环境污染物的影响。

不断增长的互联网使用、人工智能、云计算和高性能计算 (HPC) 将推动该行业向前发展。正在推出新的浸入式冷却产品。例如，Asperitas和Shell于 2020 年 2 月宣布推出Shell浸入式冷却剂“S5X”。Shell的气液技术从气体中生产一种名为壳牌浸入式冷却液 S5X 的合成单相浸入式冷却液。它也可以与第三方泵/强制循环系统一起使用，但非常适合 Asperitas 依赖自然对流的浸入式冷却解决方案。

2018年9月，Fujitsu在日本推出了“Fujitsu服务器PRIMERGY液浸式散热系统”。它是一种冷却系统，旨在通过将 IT 设备浸入冷却液中来均匀冷却整个小工具。与目前的风冷方案相比，整个服务器系统的功耗可降低约40%。

缺乏标准化

近年来，浸入式冷却凭藉其众多优势获得了市场份额和采用。虽然浸入式冷却的想法是在 20 世纪中叶提出的，但它付诸实践的时间相对较晚，尚未在许多行业中标准化使用。

然而，几乎没有针对浸入式冷却的行业标准或指南，尤其是随着功能强大的服务器的使用和接受度的增加。标准化产品可以与各种系统互操作，因此计算机行业非常需要标准化。由于缺乏标准化，每个应用程序都需要自己的解决方案。浸入式冷却系统与将要安装它的计算机或数据服务器的兼容性必须由计算机技术人员进行评估。这种评估可能很昂贵并且浪费时间和金钱。此外，每次都必须更换冷却系统，这阻碍了容量的增加。

COVID-19 影响分析

COVID-19 的两个主要破坏性影响是以下参数：大流行对供应链的整体影响最大，影响原材料供应和成品销售。其次，在液浸式冷却系统的製造中，政府因 COVID-19 爆发而裁员和停产，对製造和开发造成了重大干扰。

然而，由于 COVID-19 大流行，人们的社交和职业生活迅速上网。随着人们在家工作、预约医生的远程医疗以及打发时间的互联网流媒体服务，家庭数据消耗猛增。2020 年 3 月的前三週，家庭数据使用量与 2019 年同期相比增长了 18%，智能手机数据使用量增长了 34%。数据中心满负荷运行以满足不断增长的数据需求也就不足为奇了。运行数据中心所需的大量能源是一项重大挑战。数据中心的大部分能源成本来自冷却电子设备等。数据中心 CPU 会产生热量。如果没有充分的冷却，设备内部的温度就会升高，设备的性能就会下降。浸没式冷却是一种高效的冷却机制，因此该相关技术在大流行期间被广泛使用。

然而，随着全球经济和工业重回正轨，甚至好于之前的情景，浸入式冷却的市场前景有望超越昔日的辉煌。由于机器学习、人工智能和物联网等信息技术的应用日益广泛，浸入式冷却有望在国际市场上获得普及。例如，截至 2021 年 11 月 9 日，我们的香港数据中心已经过渡到改进的液体浸没式冷却。

Market Overview

The Global Immersion Cooling Market reached US$ XX million in 2021 and is expected to record significant growth by reaching up to US$ XX million by 2029, growing at a CAGR of 14.3% during the forecast period (2022-2029).

Immersing servers, GPUs, ASICs and other computer components, including memory, discs and CPUs, into a non-conductive fluid to cool the systems is known as immersion cooling. This efficient cooling technique provides higher efficiencies. Immersion cooling is helpful for various reasons, including lowering cooling costs, avoiding fan and power supply replacement, improving density, lowering carbon footprints, limiting downtime, boosting dependability and overclocking to boost performance. Companies that offer immersion cooling services cooperate with numerous technological industries and follow several standards and guidelines. Some industries that need testing, inspection and certification services are agriculture, automotive, raw materials, IT and electronics, environmental protection, food testing and oil and gas.

Market Dynamics

The increasing demand for immersion cooling in computer systems is a major market driver for the global immersion cooling market. However, a lack of standardization could be a major market restraint.

Increasing demand for immersion cooling in the computer systems

Direct submersion of IT gear in a non-conductive liquid during immersion cooling aids in improving the thermal design. Keeping temperatures below the thermal limit boosts hardware density and increases processor utilization. In server rooms, the noise is greatly reduced. Information technology equipment is protected from environmental pollutants like dust and sulfur thanks to immersion cooling.

The industry will develop due to rising internet usage, AI, cloud computing and high-performance computing (HPC). The introduction of new immersion cooling products is increasing. For instance, Asperitas and Shell introduced the S5X shell immersion cooling fluid in February 2020. Shell's gas-to-liquids technology creates the synthetic, single-phase immersion cooling fluid known as Shell Immersion Cooling Fluid S5X from gas. It can be utilized in pump/forced circulation systems from other suppliers, but it is best suited for Asperitas' immersion cooling solutions that rely on natural convection.

Fujitsu introduced the Fujitsu Server PRIMERGY Liquid Immersion Cooling System in Japan in September 2018. By submerging the IT equipment in cooling fluid, the cooling system is intended to cool the entire gadget evenly. Compared to the current air cooling solutions, it reduces the server system's overall power usage by around 40%.

Lack of standardization

Due to its many advantages, immersion cooling has witnessed increasing market share and adoption in recent years. Although the idea behind immersion cooling was developed in the middle of the 20th century, the practical implementation is relatively recent and has not yet been standardized for use across many industries.

However, there are very few industry standards and guidelines for immersion cooling, especially as the use of powerful servers increases and its acceptance increases. Since standardized goods are interoperable with various systems, standardization is greatly desired in the computer business. Because of the lack of standardization, each application requires a unique solution. The compatibility of the immersion cooling system with the computer or data server it will be deployed on must be assessed by computer engineers. The evaluation may be expensive, resulting in time and financial waste. Furthermore, capacity increase is prevented since the cooling system must be changed every time.

COVID-19 Impact Analysis

The following parameters are among COVID-19's two main disruptive effects. The pandemic's effects on the supply chain, which affect both the availability of raw materials and the sales of finished goods, have the most overall effects. Second, the production of immersion cooling systems necessitates several manufacturing and development procedures significantly hampered by government laws to reduce worker numbers in reaction to the COVID-19 outbreak and lockdowns.

However, due to the COVID-19 pandemic, people's social and professional lives quickly migrated online. Due to people working from home, using telemedicine for doctor's appointments and using internet streaming services to pass the time, in-home data consumption has skyrocketed. In the first three weeks of March 2020, data usage climbed by 18% in the in-home sector compared to the same period in 2019, with a 34% increase in smartphone data usage. It is hardly surprising that data centers operate fully to meet the rising demand for data. The vast energy required to run a data center is a significant challenge. Most energy costs in data centers are incurred specifically for cooling electronics. The CPUs in data centers produce heat; without adequate cooling, the internal device temperatures rise and the equipment becomes less effective. Since immersion cooling is a very effective cooling mechanism, the pandemic saw widespread use of the related technology.

However, the market prospects for immersion cooling are anticipated to surpass its past glory as the global economy and industries return to their old selves and are even displaying more improvement than in earlier case scenarios. Immersion cooling is anticipated to grow in popularity on the international market due to the growing use of information technologies like machine learning, AI and the Internet of Things. For instance, Hong Kong data centers have already transitioned to improvements in immersion cooling as of November 9, 2021.

Segment Analysis

The global immersion cooling market is classified based on product type, cooling fluid, application and region.

Ability to reduce overheating and impact of migration corrosion

Mineral oil is a dielectric fluid utilized as heat transfer for immersion cooling electronics and bit miners due to their low cost and dielectric properties. Because of its dielectric properties, it is also called dielectric oil. Mineral oil comprises complex paraffin chains of straight, branched and aromatic hydrocarbons with 15 or more carbon. The physical features of mineral oil are dictated by its composition, defined by the amount of carbon determined by crude oil.

Thus, mineral oil variations have physical properties such as boiling points ranging from 300oC to 600oC and specific gravity ranging from 0.820 for base oils or mild paraffin operations to more than 1.0 for oils in high aromatic processes. In addition, mineral oil is insoluble in water and alcohol but soluble in chloroform, ether, benzene, protelium ether and carbon disulfide. The immersion cooling system that uses mineral oil as the medium has a heat capacity several times more than the immersion cooling system that uses conventional air cooling as the medium. The benefits of using mineral oil for computer cooling systems include providing a simple design compared to conventional cooling using fans, solving the overheating problem and reducing the impact of migration corrosion. In addition, its dielectric properties do not affect computer reliability or component compatibility or disrupt computer systems.

Mineral oil collects heat generated by servers in an immersion cooling system. This heat is then fed into a coolant distribution unit (CDU), where a heat exchanger transfers it to a different liquid - often water. The device then chills the water and discharges the heat into the atmosphere. Alternatively, the water is sent through a warm water loop before being cooled by a cooling tower. Immersion cooling or immersing servers in heat-absorbing mineral oil for data centers is available in a relatively tiny market segment. However, according to Dell'Oro Group analyst Lucas Beran, immersion cooling is nearing a tipping point as thermal management becomes a rising problem within data centers.

The components are vulnerable to the corrosive effects of the many naturally occurring sulfur compounds in mineral oils. Sulfur is a naturally occurring chemical found in crude oil. Over 30 sulfur compounds are commonly detected in mineral crude oils. The sulfur species are then present in lubricant base oils, causing issues with any active metals exposed to the mineral oil. Corrosive sulfur is not only an issue but also quite expensive. Sulfur Corrosion caused by mineral oils can cost tens of millions of dollars each year, not including the costs of maintenance, mitigation, damage and downtime caused by these incidents.

Geographical Analysis

Expanding urbanization and industrialization, rising energy demand and changes in existing infrastructure

Europe holds a significant immersion cooling market due to growing data center cooling services demand in the region. U.K., Germany and France have been the countries with the most data centers in Europe. Western Europe is well-developed and has many colocation data centers and service providers. For instance, according to per Datacenter map, as of 2020 in Europe, there are 1316 colocation data centers from 23 countries in Europe, with countries having data centers such as Norway, Portugal, Sweden, Switzerland, The Netherlands and UK 35, 30, 69, 59, 80, 117 and 268 respectively.

Industry firms are targeting these countries for new technology investments. They can also develop partnerships with up-and-coming data center firms to meet their needs at a low cost, which might help the European data center cooling market to grow throughout the projected period. Furthermore, Over the last few years, Ireland has been increasingly popular as a data center destination. Ireland now has 53 active data centers, with eight more under construction and another 26 with planning clearance, predicted to treble by 2025. As more people depend on the internet to meet their everyday requirements, the fast rise of data centers will only accelerate. People were more reliant on online buying after the outbreak of COVID-19. Many first-time shoppers now embrace internet buying to reduce their need to visit stores. With more and more activities migrating online, data centers will become increasingly important. For instance, on October 2020, to accelerate the global expansion of Green Revolution Cooling Inc. in Europe and the Nordic region, the company teamed with Total Data Center Solutions, a firm that specializes in mission-critical and innovative data center infrastructure solutions. The alliance is focused on developing new carbon-reduction and energy-efficiency technologies.

Furthermore, Bitcoin and numerous other cryptocurrencies use cryptocurrency mining to generate new coins and validate new transactions. It entails using global, decentralized networks of computers to verify and secure blockchains and virtual ledgers that record bitcoin transactions. Cryptocurrency and cryptocurrency mining, for example, is widely considered legal in Europe. The same applies to most countries across Central, Eastern, Northern, Southern and Western Europe.

However, even though bitcoin is mostly unregulated in Europe, many governments, like UK, have informed their citizens that digital assets would be considered foreign currency for the most part. However, not every European country appears to be OK with energy-intensive cryptocurrency mining. The Swedish government recently requested that the European Union prohibit all forms of crypto mining within the EU.

Sweden's stance was attributed to increased energy use, threatening its ability to achieve its Paris Climate Agreement obligations. Thus, a growing ban on the increasing use of cyrptocurring mining in European countries is expected to hurdle the growth of immersion cooling systems in the region as immersion cooling systems are extremely efficient at removing heat from miners than air-cooled systems, especially at scale.

However artificial industry holds a major market share in the European immersion cooling market, adding value to the growth of the product in the region. Artificial intelligence (AI) implementation is crucial for small and medium-sized firms (SMEs) in the EU to succeed. AI solutions are becoming increasingly significant in the industrial sector as they aid in optimizing manufacturing processes, predicting machinery problems and developing more efficient smart services. European industry can also use big data and smart ICT to boost efficiency and performance while paving the way for innovation. Ireland has the greatest percentage of enterprises utilizing AI applications among EU countries. Thus, a tremendous market growth trend for the AI industry in the EU region is expected to create huge growth opportunities for immersion cooling to grow.

Competitive Landscape

The global immersion cooling market is extremely competitive due to the presence of major players such as Fujitsu Limited, Green Revolution Cooling Inc., Submer Technologies, Asperitas, LiquidStack, Midas Immersion Cooling, Iceotope Technologies Limited, Liquidcool Solutions, Inc., Downunder Geosolutions Pty Ltd and DCX The Liquid Cooling Company

Fujitsu Limited

Overview: Fujitsu Limited is a company that specializes in information technology. The company offers a wide range of services, including information technology development, network and telecommunication solutions, system platform adjustments and more. The company provides 5G networks, network switches, optical networks, open networks, data center connectivity, electronic devices and air conditioning. Fujitsu is the brand name under which it sells its products.

Automotive, manufacturing, retail, financial services, transportation, public sector, energy and utilities and service providers are the industries the company serves. It operates across the Middle East, Europe, Africa, Asia-Pacific and the Americas, among other places. The headquarters of Fujitsu is in Tokyo, Japan.

Product Portfolio:

Liquid Immersion Cooling System: This cooling system is meant to evenly cool all IT devices by submerging them in cooling fluid. Because large-scale cooling equipment is not required, the technology reduces total server system power consumption by around 40% (1) when compared to traditional air cooling systems. Due to this considerable power usage reduction, customers can roughly double the server density in the same installation space.

Key Development:

On September 06, 2020, Fujitsu Introduced a Liquid Immersion Cooling System to Reduce the Total Cost of Ownership. The Fujitsu Server PRIMERGY Liquid Immersion Cooling System is already available in Japan, with a global rollout planned for the future. The cooling system is meant to cool all IT devices evenly by submerging them in cooling fluid. Because large-scale cooling equipment isn't needed, the system's size is reduced.

Why Purchase the Report?

To visualize the global immersion cooling market segmentation based on product type, cooling fluid, application and region, as well as understand key commercial assets and players.
Identify commercial opportunities in the global immersion cooling market by analyzing trends and co-development.
Excel data sheet with numerous data points of immersion cooling market-level with four segments.
PDF report consisting of cogently put together market analysis after exhaustive qualitative interviews and in-depth market study.
Technology mapping available as excel consisting of key products of all the major market players

The global immersion cooling market report would provide approximately 102 tables, 98 figures and almost 400 pages.

Technology Audience 2023

Manufacturers/ Buyers
Industry Investors/Investment Bankers
Research Professionals
Emerging Companies

1. Global Immersion Cooling Market - Methodology and Scope

1.1. Research Methodology
1.2. Research Objective and Scope of the Report

2. Global Immersion Cooling Market - Market Definition and Overview

3. Global Immersion Cooling Market - Executive Summary

3.1. Market Snippet by Product Type
3.2. Market Snippet by Cooling Fluid
3.3. Market Snippet by Application
3.4. Market Snippet by Region

4. Global Immersion Cooling Market-Market Dynamics

4.1. Market Impacting Factors
- 4.1.1. Drivers
  - 4.1.1.1. Increasing density of servers
  - 4.1.1.2. XX
- 4.1.2. Restraints
  - 4.1.2.1. High cost of testing procedures
  - 4.1.2.2. XX
- 4.1.3. Opportunity
  - 4.1.3.1. XX
- 4.1.4. Impact Analysis

5. Global Immersion Cooling Market - Industry Analysis

5.1. Porter's Five Forces Analysis
5.2. Supply Chain Analysis
5.3. Pricing Analysis
5.4. Regulatory Analysis

6. Global Immersion Cooling Market - COVID-19 Analysis

6.1. Analysis of COVID-19 on the Market
- 6.1.1. Before COVID-19 Market Scenario
- 6.1.2. Present COVID-19 Market Scenario
- 6.1.3. After COVID-19 or Future Scenario
6.2. Pricing Dynamics Amid COVID-19
6.3. Demand-Supply Spectrum
6.4. Government Initiatives Related to the Market During Pandemic
6.5. Manufacturers Strategic Initiatives
6.6. Conclusion

7. Global Immersion Cooling Market - By Product

7.1. Introduction
- 7.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Product
- 7.1.2. Market Attractiveness Index, By Product
7.2. Single Phase Immersion Cooling*
- 7.2.1. Introduction
- 7.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
7.3. Two Phase Immersion Cooling

8. Global Immersion Cooling Market - By Cooling Fluid

8.1. Introduction
- 8.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Cooling Fluid
- 8.1.2. Market Attractiveness Index, By Cooling Fluid
8.2. Mineral Oil*
- 8.2.1. Introduction
- 8.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
8.3. Fluorocarbon-Based Fluid
8.4. Synthetic Oil
8.5. Others

9. Global Immersion Cooling Market - By Application

9.1. Introduction
- 9.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 9.1.2. Market Attractiveness Index, By Application
9.2. High Performance Computing*
- 9.2.1. Introduction
- 9.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
9.3. Edge Computing
9.4. Artificial Intelligence
9.5. Cryptocurrency Mining
9.6. Others

10. Global Immersion Cooling Market - By Region

10.1. Introduction
- 10.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Region
- 10.1.2. Market Attractiveness Index, By Region
10.2. North America
- 10.2.1. Introduction
- 10.2.2. Key Region-Specific Dynamics
- 10.2.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Product
- 10.2.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Technology
- 10.2.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Cooling Fluid
- 10.2.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 10.2.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 10.2.7.1. U.S.
  - 10.2.7.2. Canada
  - 10.2.7.3. Mexico
10.3. Europe
- 10.3.1. Introduction
- 10.3.2. Key Region-Specific Dynamics
- 10.3.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Product
- 10.3.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Cooling Fluid
- 10.3.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 10.3.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 10.3.6.1. Germany
  - 10.3.6.2. UK
  - 10.3.6.3. France
  - 10.3.6.4. Italy
  - 10.3.6.5. Russia
  - 10.3.6.6. Rest of Europe
10.4. South America
- 10.4.1. Introduction
- 10.4.2. Key Region-Specific Dynamics
- 10.4.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Product
- 10.4.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Cooling Fluid
- 10.4.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 10.4.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 10.4.6.1. Brazil
  - 10.4.6.2. Argentina
  - 10.4.6.3. Rest of South America
10.5. Asia-Pacific
- 10.5.1. Introduction
- 10.5.2. Key Region-Specific Dynamics
- 10.5.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Product
- 10.5.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Cooling Fluid
- 10.5.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 10.5.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 10.5.6.1. China
  - 10.5.6.2. India
  - 10.5.6.3. Japan
  - 10.5.6.4. Australia
  - 10.5.6.5. Rest of Asia-Pacific
10.6. Middle East and Africa
- 10.6.1. Introduction
- 10.6.2. Key Region-Specific Dynamics
- 10.6.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Product
- 10.6.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Cooling Fluid
- 10.6.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application

11. Global Immersion Cooling Market - Competitive Landscape

11.1. Competitive Scenario
11.2. Market Positioning/Share Analysis
11.3. Mergers and Acquisitions Analysis

12. Global Immersion Cooling Market- Company Profiles

12.1. Fujitsu Limited*
- 12.1.1. Company Overview
- 12.1.2. Technology Portfolio and Description
- 12.1.3. Key Highlights
- 12.1.4. Financial Overview
12.2. Green Revolution Cooling Inc.
12.3. Submer Technologies
12.4. Allied Control Ltd.
12.5. Asperitas
12.6. Midas Green Technologies
12.7. Iceotope Technologies Limited
12.8. Liquidcool Solutions, Inc.
12.9. Downunder Geosolutions Pty Ltd
12.10. DCX

LIST NOT EXHAUSTIVE