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市场调查报告书
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1937283

资料中心液冷：市场占有率分析、产业趋势与统计、成长预测（2026-2031）

Data Center Liquid Cooling - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2026 - 2031)
出版日期: | 出版商: Mordor Intelligence | 英文 120 Pages | 商品交期: 2-3个工作天内

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简介目录

2025年资料中心液冷市场价值为55.2亿美元，预计到2031年将达到187.9亿美元，高于2026年的67.7亿美元。

预测期（2026-2031 年）的复合年增长率预计为 22.65%。

资料中心液冷市场-IMG1

机架密度超过 30kW、GPU 在人工智慧模型中的加速应用以及日益严格的永续性法规，共同促使液冷成为现代设施的核心架构要求。虽然可改造现有机架的晶片级直接冷却解决方案仍占据主导地位，但随着营运商寻求更高的散热效率，两相浸没式冷却系统正以最快的速度成长。超大规模云端服务供应商正将初始试点专案过渡到全机群部署，而集中的需求正在降低企业和託管用户的单价。同时，促进热能再利用和低碳化的政策奖励正在推动北美、欧洲和部分亚太地区采用液冷技术。

全球资料中心液冷市场趋势与洞察

快速提高机架密度会增加对液冷的需求

当资料中心营运商部署 NVIDIA H200 GPU 时，每台设备将面临 700W 的热负荷，而风冷无法以经济高效的方式将其排出。虽然处理器效能比上一代提升高达 1.9 倍，业者可以减少所需的伺服器数量，但他们必须有效地散发集中的热量。因此，液冷从一种可选的节能措施转变为必不可少的基础设施，它能够在不超出设施电源使用效率 (PUE)阈值下实现更高的密度。随着每机架每千瓦功耗超过 20kW，营运商将转向液冷解决方案，资料中心液冷市场也将从中直接受益。

超大规模企业的净零排放承诺加速了这一趋势的实现。

大型云端服务公司已承诺在所有资料中心实现净零排放，并指出液冷系统相比传统风冷系统可节能 20%。欧洲法规进一步强制要求 1MW 以上的资料中心进行热回收，加速了简化热回收的液冷架构的普及。这些自愿性和监管性倡议的结合，使得液冷既成为一种合规性基础设施，又成为一种提升营运效率的策略，从而扩大了资料中心液冷市场的覆盖范围，使其不再局限于早期采用者。

缺乏现场专业知识限制了实施速度。

液冷系统需要管道安装、洩漏检测和水泵选型等方面的技能，而许多传统资料中心人员恰恰缺乏这些技能。虽然培训计画正在不断扩展，但在人才储备进一步充足之前，液冷系统的实施週期可能比风冷计划更长。

细分市场分析

2025年，直接晶片冷却解决方案将占据资料中心液冷市场42.85%的份额，预计近期仍将维持成长动能。营运商青睐这些解决方案对CPU和中功率GPU的即插即用特性。身临其境型解决方案的市场规模将以26.62%的复合年增长率快速成长，这主要得益于对需要极强散热能力的AI训练丛集的需求。资料中心正朝着混合型方向发展，中阶机架采用后门式热交换器、GPU岛采用浸没式冷却槽的趋势日益明显。包括Invented在内的台湾公司提交的专利申请也印证了该技术发展的持续动能。

作为次要影响，零件供应商正在重新设计泵浦、阀门和快速接头，以适应更高的流量和对非导电流体的耐受性。产品标准化程度的提高缩短了采购週期，降低了总安装成本，并加速了技术更新换代。

由于供应链成熟，单相碳氢化合物将在2025年占据资料中心液冷市场最大份额。然而，具有更高传热係数的双相氟化碳氢化合物预计将以25.64%的复合年增长率成长。 3M公司计划逐步淘汰含PFAS的冷却液，这正在重组其采购结构，而中国特种化学品製造商正在填补半导体和伺服器冷却液需求的替代供应。英国等政府正在资助下一代低全球暖化潜势冷却液的研究，加速向更环保化学品的更广泛转型。将节水作为首要任务的设施也考虑采用乙二醇混合物。含有金属氧化物和奈米碳管的奈米流体仍处于测试阶段，但测试结果显示其导热係数提高了10-15%，预计在未来十年内将实现更薄的冷板。

区域分析

北美在超大规模资本投资和税收优惠方面继续保持主导。堪萨斯州对超过2.5亿美元的资料中心投资提供20年的销售税豁免，而马萨诸塞州则对超过5000万美元的计划提供类似的豁免。通膨控制法使得清洁能源补贴更具盈利，并推动许多新建设采用更流动性的设计。

欧洲是第二大成长引擎。能源效率指令要求对超过1兆瓦的资料中心进行热回收评估，而斯堪地那维亚半岛的区域供热网路则为回收的热能提供经济的购买价格。法国为在电力效率方面具有优势的设施提供能源税减免。这些法规将液冷系统从一种节能选项提升为一项合规要求，尤其是在已经存在水侧节热器的环境中。

亚太地区是资料中心液冷市场成长最快的区域市场。中国正在填补3M公司因PFAS产品停产而造成的冷却液供应缺口；在日本，公用事业公司正在鼓励使用节能型运算节点。印度特伦甘纳邦和北方邦的资料中心扶持政策推动了快速的数位化，使得新建资料中心能够直接过渡到液冷架构。台湾製造商，尤其是ING大学，在全球专利申请和整合冷板组件出口方面主导。

非洲、拉丁美洲和中东虽然面积不大，但具有重要的战略意义。在这些地区，炎热的气候和高成本的电力成本使得风冷系统吸引力下降，从而开闢了一个利基市场，紧凑型浸入式水槽可以用最少的机械设备处理电信和金融科技的工作负载。

其他福利：

  • Excel格式的市场预测（ME）表
  • 分析师支持（3个月）

目录

第一章 引言

  • 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 市场情势

  • 市场概览
  • 市场驱动因素
    • 人工智慧和高效能运算设施中机架密度不断提高（超过 30kW）
    • 超大规模业者的净零排放蓝图加速了流动性的采用
    • OEM保固现在涵盖直接连接到尖端的线圈
    • NVIDIA 和 AMD 液冷参考设计引领生态系统
    • 政府对绿色资料中心的激励措施（例如欧盟分类法）将支持资本支出（CAPEX）。
    • 利用余热再利用的区域供热能够实现获利性的营运成本节约。
  • 市场限制
    • 设施工程师的现场专业知识有限。
    • 现有设施维修的初始成本很高
    • 流体材质相容性问题（长期密封件、PCB）
    • 特殊介电液供应风险
  • 产业价值链分析
  • 监管环境
  • 技术展望
  • 波特五力分析
    • 新进入者的威胁
    • 供应商的议价能力
    • 买方的议价能力
    • 替代品的威胁（先进空气、两相二氧化碳）
    • 竞争程度

第五章 市场规模与成长预测

  • 依冷却技术进行分段
    • 浸没式冷却
    • 晶片级液冷
    • 后门热交换器（RDHx）
    • 冷板/姻亲液冷系统
  • 依冷却液类型细分
    • 单相烃流体
    • 两相氟化液
    • 水/乙二醇溶液
    • 奈米流体和其他特殊液体
  • 依资料中心类型细分
    • 超大规模
    • 搭配
    • 企业/本地部署
    • 边缘微资料中心
  • 按应用程式/工作负载进行细分
    • 高效能运算（HPC）
    • 人工智慧/机器学习
    • 加密货币挖矿
    • 云端运算和虚拟化
  • 区域细分
    • 北美洲
      • 我们
      • 加拿大
    • 南美洲
      • 巴西
      • 南美洲其他地区
    • 欧洲
      • 德国
      • 英国
      • 法国
      • 荷兰
      • 俄罗斯
      • 其他欧洲
    • 亚太地区
      • 中国
      • 日本
      • 印度
      • 澳洲
      • 其他亚太地区
    • 中东和非洲
      • 中东
        • 沙乌地阿拉伯
        • 阿拉伯聯合大公国
      • 非洲
        • 南非
        • 其他中东和非洲地区

第六章 竞争情势

  • 市场集中度
  • 策略趋势
  • 市占率分析
  • 公司简介
    • Alfa Laval Corporate AB
    • Asetek A/S
    • Asperitas BV
    • Chilldyne Inc.
    • CoolIT Systems Inc.
    • Fujitsu Ltd.
    • Kaori Heat Treatment Co., Ltd.
    • Lenovo Group Ltd.
    • LiquidStack Inc.
    • LiquidCool Solutions Inc.
    • Iceotope Technologies Ltd.
    • Rittal GmbH and Co. KG
    • Schneider Electric SE
    • Submer Technologies SL and Submer Inc.
    • Vertiv Group Corp.
    • Wiwynn Corporation
    • 3M Company
    • Engineered Fluids Inc.
    • Green Revolution Cooling Inc.
    • Solvay SA
    • Mikros Technologies
    • Midas Green Technologies LLC
    • USystems Ltd.（Legrand Group）

第七章 市场机会与未来展望

简介目录
Product Code: 55615

The data center liquid cooling market was valued at USD 5.52 billion in 2025 and estimated to grow from USD 6.77 billion in 2026 to reach USD 18.79 billion by 2031, at a CAGR of 22.65% during the forecast period (2026-2031).

Data Center Liquid Cooling - Market - IMG1

Rising rack densities above 30 kW, the accelerating use of graphics processing units for AI models, and tighter sustainability mandates are converging to make liquid cooling a core architectural requirement for modern facilities. Direct-to-chip solutions continue to dominate because they retrofit into existing racks, while two-phase immersion systems are advancing fastest as operators pursue still higher thermal efficiencies. Hyperscale cloud providers are translating early pilots into fleet-wide rollouts, and their aggregated demand is lowering unit costs for enterprise and colocation buyers. Meanwhile, policy incentives that favour heat re-use and lower carbon intensity are reinforcing liquid adoption across North America, Europe, and selected Asia-Pacific (APAC) hubs.

Global Data Center Liquid Cooling Market Trends and Insights

Surging rack densities drive liquid cooling necessity

Data center operators deploying NVIDIA H200 GPUs face 700 W thermal loads per device, and air cooling cannot cost-effectively remove that heat at volume. With processors delivering up to 1.9 times prior-generation performance, operators can shrink server counts but must dissipate concentrated heat. Liquid cooling, therefore, shifts from an optional efficiency measure to indispensable infrastructure, enabling higher density without blowing past facility power-usage-effectiveness thresholds. The data center liquid cooling market benefits directly because every incremental kilowatt above 20 kW per rack pushes operators toward liquid solutions.

Hyperscale net-zero commitments accelerate adoption

Cloud giants have pledged fleet-wide net-zero emissions and see liquid cooling as a 20% energy-reduction lever compared with legacy air systems. European regulations further require heat recovery from data centers above 1 MW, intensifying uptake of liquid architectures that simplify thermal capture. These combined voluntary and regulatory forces turn liquid cooling into a compliance infrastructure as well as an operational efficiency strategy, expanding the data center liquid cooling market beyond early adopters.

Limited field expertise constrains deployment velocity

Liquid systems demand skills in pipe fitting, leak detection, and pump sizing that many legacy data center staff lack. Training programs are expanding, but until the talent pool deepens, roll-out schedules will remain lengthier than air-based projects.

Other drivers and restraints analyzed in the detailed report include:

  1. OEM warranty coverage reduces deployment risk
  2. Semiconductor reference designs standardize implementation
  3. Retrofit costs challenge brown-field adoption

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Direct-to-chip captured 42.85% of the 2025 data center liquid cooling market share and will continue to anchor short-term growth. Operators favour its drop-in nature for CPUs and moderate-power GPUs. The data center liquid cooling market size for immersion solutions will climb fastest at a 26.62% CAGR, helped by AI training clusters that need extreme heat flux removal. Facilities are increasingly hybrid, using rear-door heat exchangers for moderate racks and immersion baths for GPU islands. Patent filings by Invented and other Taiwanese firms underscore sustained engineering momentum.

A second-order effect is that component suppliers are redesigning pumps, valves, and quick-disconnects to tolerate higher flow rates and non-conductive fluids. As products standardize, procurement cycles shorten and total installed cost falls, reinforcing the technology shift.

Single-phase hydrocarbons accounted for the largest slice of the data center liquid cooling market size in 2025 due to mature supply chains. However, two-phase fluorocarbons deliver stronger heat-transfer coefficients and will post a 25.64% CAGR. 3M's scheduled phase-out of PFAS fluids is reshaping sourcing; Chinese specialty chemical makers are stepping in to backfill demand for semiconductor and server coolant buyers. Governments such as the United Kingdom are funding research into next-generation, low-global-warming-potential fluids, accelerating a broader shift to environmentally aligned chemistries. Operators are also exploring glycol mixes for facilities where water conservation is paramount. Nanofluids, infused with metal oxides or carbon nanotubes, remain at pilot stage, but test results suggest 10-15% conductivity gains that could unlock thinner cold plates in the coming decade.

The Data Center Liquid Cooling Market Report is Segmented by Cooling Technology (Immersion Cooling, Direct-To-Chip Liquid Cooling, and More), Coolant Type (Single-Phase Hydrocarbon Fluids, Two-Phase Fluorocarbon Fluids, and More), Data Center Type (Hyperscale, Colocation, Enterprise, and More), Application (HPC, AI/ML, and More), and Geography. The Market Forecasts are Provided in Terms of Value (USD).

Geography Analysis

North America preserves its lead position thanks to hyperscale capex and pro-investment tax regimes. Kansas grants 20-year sales-tax holidays on data center spending above USD 250 million, and Massachusetts offers similar exemptions for projects over USD 50 million. The Inflation Reduction Act further augments returns with clean-energy credits, tipping many new builds toward liquid-ready designs.

Europe is the second growth engine. The Energy Efficiency Directive obliges data centers above 1 MW to evaluate heat recovery, and Scandinavian district-heating grids provide an economic off-take route for captured thermal energy. France rewards facilities that prove superior power-usage effectiveness with reduced energy taxes. Collectively, these rules elevate liquid systems from an efficiency choice to a compliance requirement, especially where water-side economizers already exist.

APAC represents the fastest-growing regional slice of the data center liquid cooling market. China is bridging the coolant gap created by 3M's PFAS exit, while Japan's utilities incentivize energy-efficient compute nodes. India's rapid digitalization, supported by dedicated data-center-friendly policies in Telangana and Uttar Pradesh, provides greenfield opportunities to leapfrog directly into liquid architectures. Taiwanese manufacturers, headlined by Inventec, dominate global patent filings and are exporting integrated cold-plate assemblies worldwide.

Africa, Latin America, and the Middle East remain smaller but strategic. Their hot climates and costly power make air systems less attractive, opening niches where compact immersion baths can serve telecom and fintech workloads with minimal mechanical plant.

  1. Alfa Laval Corporate AB
  2. Asetek A/S
  3. Asperitas BV
  4. Chilldyne Inc.
  5. CoolIT Systems Inc.
  6. Fujitsu Ltd.
  7. Kaori Heat Treatment Co., Ltd.
  8. Lenovo Group Ltd.
  9. LiquidStack Inc.
  10. LiquidCool Solutions Inc.
  11. Iceotope Technologies Ltd.
  12. Rittal GmbH and Co. KG
  13. Schneider Electric SE
  14. Submer Technologies SL and Submer Inc.
  15. Vertiv Group Corp.
  16. Wiwynn Corporation
  17. 3M Company
  18. Engineered Fluids Inc.
  19. Green Revolution Cooling Inc.
  20. Solvay SA
  21. Mikros Technologies
  22. Midas Green Technologies LLC
  23. USystems Ltd. (Legrand Group)

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 LANDSCAPE

  • 4.1 Market Overview
  • 4.2 Market Drivers
    • 4.2.1 Surging rack densities (>30 kW) in AI and HPC facilities
    • 4.2.2 Hyperscale operators' net-zero roadmaps accelerating liquid adoption
    • 4.2.3 OEM warranties now covering direct-to-chip loops
    • 4.2.4 Nvidia and AMD liquid-ready reference designs driving ecosystem
    • 4.2.5 Government incentives for green DCs (e.g., EU Taxonomy) underwrite CAPEX
    • 4.2.6 Re-use of waste-heat for district heating monetises OPEX savings
  • 4.3 Market Restraints
    • 4.3.1 Limited field expertise among facility engineers
    • 4.3.2 High upfront retrofit costs for brown-field sites
    • 4.3.3 Fluid material-compatibility concerns (long-term seals, PCB)
    • 4.3.4 Supply risk of specialty dielectric fluids
  • 4.4 Industry Value-Chain Analysis
  • 4.5 Regulatory Landscape
  • 4.6 Technological Outlook
  • 4.7 Porter's Five Forces Analysis
    • 4.7.1 Threat of New Entrants
    • 4.7.2 Bargaining Power of Suppliers
    • 4.7.3 Bargaining Power of Buyers
    • 4.7.4 Threat of Substitutes (advanced air, two-phase CO?)
    • 4.7.5 Degree of Competition

5 MARKET SIZE AND GROWTH FORECASTS

  • 5.1 Segmentation by Cooling Technology
    • 5.1.1 Immersion Cooling
    • 5.1.2 Direct-to-Chip Liquid Cooling
    • 5.1.3 Rear-Door Heat Exchangers (RDHx)
    • 5.1.4 Cold-Plate / In-row Liquid Systems
  • 5.2 Segmentation by Coolant Type
    • 5.2.1 Single-Phase Hydrocarbon Fluids
    • 5.2.2 Two-Phase Fluorocarbon Fluids
    • 5.2.3 Water / Glycol Solutions
    • 5.2.4 Nanofluids and Other Specialty Liquids
  • 5.3 Segmentation by Data Center Type
    • 5.3.1 Hyperscale
    • 5.3.2 Colocation
    • 5.3.3 Enterprise / On-Premise
    • 5.3.4 Edge and Micro DCs
  • 5.4 Segmentation by Application / Workload
    • 5.4.1 High-Performance Computing (HPC)
    • 5.4.2 Artificial Intelligence / Machine Learning
    • 5.4.3 Cryptocurrency Mining
    • 5.4.4 Cloud and Virtualisation
  • 5.5 Segmentation by Geography
    • 5.5.1 North America
      • 5.5.1.1 United States
      • 5.5.1.2 Canada
    • 5.5.2 South America
      • 5.5.2.1 Brazil
      • 5.5.2.2 Rest of South America
    • 5.5.3 Europe
      • 5.5.3.1 Germany
      • 5.5.3.2 United Kingdom
      • 5.5.3.3 France
      • 5.5.3.4 Netherlands
      • 5.5.3.5 Russia
      • 5.5.3.6 Rest of Europe
    • 5.5.4 APAC
      • 5.5.4.1 China
      • 5.5.4.2 Japan
      • 5.5.4.3 India
      • 5.5.4.4 Australia
      • 5.5.4.5 Rest of APAC
    • 5.5.5 Middle East and Africa
      • 5.5.5.1 Middle East
        • 5.5.5.1.1 Saudi Arabia
        • 5.5.5.1.2 United Arab Emirates
      • 5.5.5.2 Africa
        • 5.5.5.2.1 South Africa
        • 5.5.5.2.2 Rest of MEA

6 COMPETITIVE LANDSCAPE

  • 6.1 Market Concentration
  • 6.2 Strategic Moves
  • 6.3 Market Share Analysis
  • 6.4 Company Profiles (includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share for key companies, Products and Services, Recent Developments)
    • 6.4.1 Alfa Laval Corporate AB
    • 6.4.2 Asetek A/S
    • 6.4.3 Asperitas BV
    • 6.4.4 Chilldyne Inc.
    • 6.4.5 CoolIT Systems Inc.
    • 6.4.6 Fujitsu Ltd.
    • 6.4.7 Kaori Heat Treatment Co., Ltd.
    • 6.4.8 Lenovo Group Ltd.
    • 6.4.9 LiquidStack Inc.
    • 6.4.10 LiquidCool Solutions Inc.
    • 6.4.11 Iceotope Technologies Ltd.
    • 6.4.12 Rittal GmbH and Co. KG
    • 6.4.13 Schneider Electric SE
    • 6.4.14 Submer Technologies SL and Submer Inc.
    • 6.4.15 Vertiv Group Corp.
    • 6.4.16 Wiwynn Corporation
    • 6.4.17 3M Company
    • 6.4.18 Engineered Fluids Inc.
    • 6.4.19 Green Revolution Cooling Inc.
    • 6.4.20 Solvay SA
    • 6.4.21 Mikros Technologies
    • 6.4.22 Midas Green Technologies LLC
    • 6.4.23 USystems Ltd. (Legrand Group)

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

  • 7.1 White-Space and Unmet-Need Assessment