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市场调查报告书
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1524097

资料中心浸入式冷却：市场占有率分析、产业趋势/统计、成长预测 (2024-2029)

Immersion Cooling In Data Centers - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)
出版日期: | 出版商: Mordor Intelligence | 英文 135 Pages | 商品交期: 2-3个工作天内

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简介目录

资料中心产业液浸冷却市场预计将从2024年的7.9亿美元成长到2029年的25.2亿美元，预测期间（2024-2029年）复合年增长率为26.15%。

资料中心市场中的浸入式冷却

为了满足对该技术不断增长的需求，Supermicro 和 Fujitsu 等公司提供了多系列支援液浸冷却的伺服器。一些硬体製造商已开始更新韧体和 BIOS，以通知伺服器在基于浸入式冷却的安装中不需要风扇，这主要是由于业界对向硬体冷却技术过渡的反应表明已经做好准备。

主要亮点

  • 资料中心不断增加的碳排放也是导致越来越多地采用浸入式冷却等先进液体冷却技术的一个主要问题。浸入式冷却市场领先的合成冷却剂供应商 3M 最近进行的一项研究发现，采用传统空气冷却技术的资料中心所需的电力有 38% 用于冷却电子元件。
  • 印度和中国等新兴经济体IT结构的发展预计将扭转对资料中心的需求。由于越来越多地采用云端模型，对资料中心的需求预计将会增加，这为 IT 产业带来了成本和营运优势。
  • NTT Ltd 的一项调查显示，超过一半的受访者表示云端模型将为他们组织的业务营运带来最重大的变化。因此，资料中心冷却的需求预计将增加，从而导致基于最终用户偏好的液体冷却方法的实施。
  • Uptime 最近的年度调查发现，超过 20kW 的机架部署量正在下降。与前一年同期比较表明，大多数受访者使用 10-19kW 范围内密度最高的机架。当机架密度高于20-25kW时，直接液冷变得更经济有效。
  • 对于大型企业来说，从长远来看，比平常更频繁地更换故障伺服器可能比在较低温度下运行超大规模设施更便宜。儘管如此，随着对更大运算能力的需求推动了 GPU 在资料中心的集成，大型企业必须转向有效的冷却技术。
  • COVID-19 的爆发给多个经济体的各个部门带来了进一步的压力。这已将焦点转移到数位经济。中国领先的云端运算供应商阿里云正在投资数十亿美元建设下一代资料中心，以支援「疫情后世界」的数位转型需求。
  • 由于 COVID-19 大流行带来的远程办公和其他虚拟活动的增加，资料中心的能源使用量进一步增加。因此，使用永续冷却技术的开发正在不断增加。

资料中心液浸冷却市场趋势

边缘运算正在显着增长

  • 在预测期内，企业预计将快速采用 IP 连线的行动装置和处理大量 IP 流量的机器对机器 (M2M) 装置。对线上提供者提供的更快 Wi-Fi 服务和应用传输的需求预计将会增加。一些 M2M 设备（例如自动驾驶汽车）需要与本地处理资源进行即时通讯以确保安全。
  • 边缘资料中心部署将支援许多新技术，包括第五代（5G）网路、物联网和工业物联网设备、虚拟实境和增强智慧、人工智慧和机器学习、资料分析、自动驾驶汽车、视讯串流和监控等。
  • 5G 无线基础设施的出现促使资料中心营运商选择边缘运算基础设施以及提供更低延迟和更高弹性的网路。多接取边缘运算（MEC）可协助网路服务与使用者更紧密地连接。
  • 因此，由于多种因素，包括5G技术在全球范围内的引入、自动驾驶和自动驾驶汽车以及智慧城市的成长趋势，对高效边缘资料中心的需求预计将增加。英特尔预计，2024 年全球自动驾驶汽车註册份额为 0.49%，2030 年预计将达到 12%。
  • 然而，大规模边缘运算部署的一个关键要求是低营运成本。浸入式冷却可在边缘部署中显着节省能源。液体冷却解决方案的可靠性和非接触式功能满足了对更长的平均维护时间和更长的干预间隔的需求，以实现远端位置安装的设备的可行操作和管理。
  • 人工智慧 (AI) 是许多公司数位转型的一部分，预计将对资料中心管理、生产力和基础设施产生重大影响。全球资料中心建设产业也在蓬勃发展，云端应用的不断成长为巨量资料和物联网投资带来了新的机会，从而导致超大型资料中心的增加。
  • 人工智慧和巨量资料分析需要高冷却能力，许多浸入式和冷却供应商正在与OEM合作来改善他们的服务。公司需要策略性地、创造性利用IT基础设施来获得竞争优势。浸入式冷却可有效降低功耗，同时保持人工智慧应用等密集工作负载的效能。

北美占据主要市场占有率

  • 资料中心投资者正在投资直接晶片冷却和浸入式解决方案。随着5G网路在全球兴起，边缘资料中心变得越来越重要，而美国是最早采用此技术的国家之一。在美国，许多业者已经开始投资边缘资料中心，包括EdgePresence、EdgeMicro和American Towers。
  • 根据Cisco的报告，美国的行动资料流量每年都在大幅增长，从 2017 年每月 1.26Exabyte资料流量增加到 2022 年每月 7.75Exabyte资料流量。据爱立信称，到 2030 年，这笔资料流量预计将进一步增加两倍。因此，分散式云端正在成为实用化，有可能提供如此规模的轻鬆连接所需的低延迟和高频宽。
  • 美国的网路使用量显着增加。该国是最大的资料中心营运市场，并且由于最终用户资料消耗的增加而不断扩大。物联网 (IoT) 的普及正在推动美国超大型资料中心市场的发展，从而催生更多能够支援企业用户和消费者产生的Exabyte资料的设施。
  • Switch 与戴尔和联邦快递合作，在美国部署边缘资料中心设施。主机代管服务供应商DataBank已向美国边缘资料中心供应商EdgePresence投资3,000万美元，将客户工作负载主机代管到边缘中心，以减少服务延迟。
  • 全球位置咨询提供者（经济奖励、企业房地产服务、空气冷却系统）Site Selection Group 表示，该地区的经济冷却能力已达到最大。随着越来越多的资料中心致力于将机架装满，液体冷却已成为更实用的解决方案。

资料中心浸没式冷却产业概述

市场竞争激烈，预计在预测期内将进一步加剧。 Fujitsu Limited、Green Revolution Cooling Inc.、Submer Technologies SL、Liquid Stack Inc. 和 Asperitas Company 等主要企业正在合作、协作、协作，以加强产品系列併采用收购等策略确保永续的竞争优势。

  • 2023 年 11 月 - Liquid Stack 推出了一系列新的通用冷却剂分配单元 (CDU)，可进行配置以适应大多数商用晶片直接 (DTC) 解决方案。 Liquid Stack 的通用 CDU 系列适用于 AI、HPC 和高阶云端运算应用，提供 800kW 至 1.5MW 的排热功率，专为 DTC 设计。
  • 2023 年 10 月 - 英特尔和 Submer 合作，为单相浸入式技术奠定坚实的基础，在强制对流散热器 (FCHS) 封装方面实现突破。 FCHS 彻底改变了资料中心的冷却方式，减少了热设计功率 (TDP) 大于 1000W 的晶片全面吸热和散热所需的组件数量和成本。

其他福利：

  • Excel 格式的市场预测 (ME) 表
  • 3 个月分析师支持

目录

第一章简介

  • 研究假设和市场定义
  • 调查范围

第二章调查方法

第三章执行摘要

第四章市场洞察

  • 市场概况
  • 产业吸引力－波特五力分析
    • 供应商的议价能力
    • 买方议价能力
    • 新进入者的威胁
    • 竞争程度
    • 替代品的威胁
  • 评估 COVID-19 对产业的影响
  • 产业供应链分析
  • 氟化液体供应商/製造商
  • 浸入式冷却浴设备供应商
  • 资料中心供应商

第五章市场动态

  • 市场驱动因素
    • 超大规模资料中心的增加
    • 应对高密度功耗
  • 市场限制因素
    • 资金投入大

第 6 章 技术概览

  • 资料中心冷却的演变
  • 能耗和计算密度指标以及关键考虑因素
  • 流体、处理器、GPU、机架和基础设施供应商的细分

第七章 市场区隔

  • 按类型
    • 单相浸没式冷却系统
    • 两相浸没式冷却系统
  • 透过冷却剂
    • 矿物油
    • 去离子水
    • 氟碳液
    • 合成液
  • 按用途
    • 高效能运算
    • 边缘运算
    • 人工智慧
    • 加密货币挖矿
    • 其他的
  • 按地区
    • 北美洲
    • 欧洲
    • 亚洲
    • 澳洲/纽西兰
    • 拉丁美洲
    • 中东/非洲

第八章 竞争格局

  • 公司简介
    • 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

第九章投资分析

第10章市场的未来

简介目录
Product Code: 66299

The Immersion Cooling Market In Data Centers Industry is expected to grow from USD 0.79 billion in 2024 to USD 2.52 billion by 2029, at a CAGR of 26.15% during the forecast period (2024-2029).

Immersion Cooling In Data Centers - Market

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 Industry 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