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浸入式冷却市场 – 2024 年至 2029 年预测Immersion Cooling Market - Forecasts from 2024 to 2029 |
浸没式冷却市场预计将以 23.98% 的复合年增长率成长,从 2022 年的 317,201,000 美元增至 2029 年的 1,427,887,000 美元。
浸入式冷却是将电池、马达和电脑等硬体设备浸入导热介电液体中来冷却它们的过程。矿物油、合成油和碳氟化合物基液体最常用于单相和多相浸没式冷却。单相浸没式冷却系统使用安装的分配单元输送冷却水,以促进热交换器单元的冷却。
另一方面,冷却剂保持液态。另一方面,在两相冷却系统中,冷却水首先被蒸发,然后使用冷凝器盘管将冷却水转换回液体形式。刺激浸没式冷却解决方案消费的主要因素是加密货币挖矿活动的增加、主要经济体资料中心容量的增加以及电动车热效率的需求。
国际资料中心数量的成长及其容量的演变正在刺激资料中心的需求。根据北美资料中心编制的报告,截至 2021 年,美国已有 100 多个资料中心计划已宣布或处于早期规划阶段,主要营运商和服务供应商包括微软、苹果、Facebook 和谷歌这些占资料中心计划的90%以上。采用浸入式冷却系统有助于降低资料中心的能耗。
此外,透过采用浸入式冷却,资料中心可显着提高能源使用效率。国际能源总署 (IEA) 预计,由于数位技术的进步,资料中心的工作负载将从 2015 年的 1.8 亿增加到 2021 年的 6.5 亿。因此,主要国家资料中心的增加是预测期内推动浸入式冷却市场成长的关键因素。
根据国际能源总署(IEA)的公告,预计2021年全球电动车销量约660万辆。电动车需求的不断增长是浸入式冷却市场扩大的机会,因为电动车电池的冷却采用浸入式冷却。 Exoes 实验室进行的研究测试表明,使用浸没式冷却解决方案来冷却电动车电池可以延长电池寿命,透过减少热失控事件来提高安全性,并促进电池快速充电。
此外,由于对有效温度控管以防止电池火灾事故的需求不断增长,电动车製造商和路博润公司和里卡多公司等化学公司正在使用浸入式技术,该技术涉及将电池直接浸入介电冷却剂中,我正在考虑使用冷却剂。因此,电动车对有效电池冷却系统的需求不断增长,预计将在预测期内推动对浸入式冷却系统的需求。
传统冷却系统等替代方案的存在限制了浸入式冷却解决方案的使用。然而,由于安装方便且采用风冷产品的併发症较少,它越来越多地被用于 Google、Meta 和 Dell Technologies 等大型科技公司的资料中心。
此外,过去十年来,空气冷却一直是冷却资料中心最常用的系统之一。然而,升级到浸入式冷却系统需要资料中心产生额外的成本并修改某些服务基础设施,因此一些资料中心继续使用空气冷却技术,导致浸入式冷却市场的成长放缓。
透过应用,加密货币挖矿领域预计将为浸入式冷却市场的开拓做出重大贡献。
促进加密货币挖矿过程的新软体平台的发布,以及消费者对数位货币日益增长的兴趣,增加了加密货币挖矿活动并增加了该领域的能源消费量。 IEA公布的资料显示,国际加密货币挖矿消耗的能源增加了300%,从2015年的4太瓦时增加到2021年的约100-140太瓦时。
该行业能源消耗的快速增加导致对浸入式冷却系统的需求很高,以确保电脑系统的平稳运作。
亚太地区在浸入式冷却市场中占据主要份额,预计在预测期内将成长。
晶片技术和伺服器基础设施的改进正在推动区域资料中心的成长,从而增加了对浸没式冷却解决方案的需求。例如,印度政府宣布,打算在年终前安装 2,000 兆瓦的国家资料中心,以加速全国资料中心容量的成长计画。
此外,随着对微软、戴尔科技和三星等地区巨头的投资,资料中心产业也不断扩张。例如,2022 年 11 月,亚马逊网路服务报告在印度开设了第二个资料中心,名为 AWS 亚太地区。因此,区域资料中心的开拓预计将推动浸没式冷却市场。
The immersion cooling market is projected to grow at a CAGR of 23.98% to reach US$1,427.887 million in 2029 from US$317.201 million in 2022.
Immersion cooling is the process of cooling hardware equipment such as batteries, motors, and computers by immersing them in a thermally conductive dielectric liquid. Mineral oils, synthetic oils, and fluoro-carbon-based fluids are the most used liquids for single-phase and double-phase immersion cooling purposes. In a single-phase immersion cooling system, the coolant is transported using a distribution unit installed to facilitate cooling using a heat exchanger unit.
In contrast, the coolant retains its liquid state. In contrast, in a two-phase cooling system, the coolant is initially vaporized, and later condenser coils are employed to restore the liquid form of coolants. The major factors stimulating the consumption of immersion cooling solutions are the growing cryptocurrency mining activities, increasing national data center capacity among major economies, and the thermal efficiency demand in electric vehicles.
The growth in the number of data centers internationally and the evolution in their capacity is stimulating the demand for data centers. As per a report compiled by the North American data center, over 100 data center projects had either been announced or were in the initial process of being planned in the US as of 2021 with major operators and service providers such as Microsoft, Apple, Facebook, and Google accounting for approximately more than 90% of these data center projects. The adoption of immersion cooling systems aids data centers in lowering their energy consumption.
Further, the employment of immersion cooling can significantly increase the efficiency of energy usage by data centers. The International Energy Agency estimated that the workloads of data centers would increase by 260% to reach 650 million in 2021 from its initial value of 180 million in 2015, driven by the evolution of digital technologies. Therefore, the rise in data centers across major countries is a significant factor expected to promote the growth of the immersion cooling market over the forecast period.
The International Energy Agency announced that the worldwide sale of electric vehicles was estimated at around 6.6 million in 2021. The rising demand for electric vehicles offers an opportunity for the expansion of the immersion cooling market since they are employed to cool the batteries of electric vehicles. Research tests conducted by Exoes's Lab revealed that using immersion cooling solutions to cool EV batteries prolongs battery life, enhances safety by lowering thermal runway accidents, and facilitates quick battery charging.
Furthermore, the increasing need for efficient thermal management to prevent battery fire accidents results in consideration of immersion cooling usage by EV manufacturers and chemical companies such as the Lubrizol Corporation and Ricardo PLC to let the battery be directly submerged in dielectric coolants. Therefore, the increasing need for effective battery cooling systems in electric vehicles is expected to drive the demand for immersion cooling systems over the forecast period.
The presence of substitutes like conventional cooling systems limits the usage of immersion cooling solutions. However, the easy installation and fewer complications involved with adopting air-cooling products are promoting its use by the data centers of major technology companies such as Google, Meta, and Dell Technologies.
Further, air coolers have been one of the most dominantly used systems to cool data centers over the last decade. However, the upgradation to immersion cooling systems requires data centers to incur additional costs and make certain service infrastructure modifications, causing the continued use of air-cooling technology among certain data centers, leading to a slower growth of the immersion cooling market.
By application, the cryptocurrency mining segment is expected to contribute majorly to the development of the immersion cooling market.
The rise in cryptocurrency mining activities fueled by the release of new software platforms facilitating the cryptocurrency mining process and consumers' increasing focus on digital currency is resulting in high energy consumption by this sector. As a result, the international energy consumed for cryptocurrency mining increased by 300%, changing from 4 TWh in 2015 to approximately 100 to 140 TWh in 2021, as per the data released by the IEA.
This sector's massive surge in energy consumption results in high demand for immersion cooling systems to ensure the smooth functioning of computer systems.
Asia Pacific region holds a substantial share of the immersion cooling market and is expected to grow in the forecast period.
The enhancement in chip technology and server infrastructure is promoting the growth of regional data centers, creating an increased demand for immersion cooling solutions. For instance, the Indian government declared that the National Data Centre intends to accelerate the nationwide rise in scheduled data center capacity by installing 2000 MW by the end of 2027.
Further, the data center sector is expanding by investing in the region's leading companies such as Microsoft, Dell Technologies, and Samsung. For example, Amazon Web Services reported in November 2022 the opening of its second data center, AWS Asia Pacific Region, in India. Therefore, developing regional data centers is expected to drive the immersion cooling market.