市场调查报告书
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2030 年资料中心液体冷却市场预测:按组件、冷却类型、最终用户和地区分類的全球分析Data Center Liquid Cooling Market Forecasts to 2030 - Global Analysis By Component, Cooling Type, End User and By Geography |
根据Stratistics MRC的数据,2024年全球资料中心液体冷却市场规模为34.4亿美元,预计到2030年将达到159.9亿美元,预测期内复合年增长率为29.2%。
资料中心液冷是指使用液体而不是空气作为冷却介质来冷却资料中心设备的方法。这种方法将特殊的冷却剂或液体直接循环到发热组件,例如处理器、记忆体模组和其他硬体组件。主要目的是有效散发这些组件的热量,以防止过热并确保设备的最佳性能和使用寿命。
据加拿大自然资源部称,资料中心消耗的能源大约有一半用于计算伺服器,另外 40% 则用于冷却这些伺服器。
提高资料中心的功率密度
随着现代资料中心采用高效能运算技术,并在更小的空间内容纳越来越强大的硬件,传统的空气冷却方法已被证明是不够的。液体冷却提供了一种更有效的解决方案,透过使用液体(例如水或特殊冷却剂)直接从组件中去除热量。这种方法不仅提高了冷却效率,而且还可以更好地管理热负载,从而允许更高密度的配置,而不会影响性能或存在过热风险。
初始成本高
高昂的初始成本是资料中心液体冷却市场的主要障碍。实施液体冷却系统不仅需要对设备本身进行大量投资,还需要对必要的基础设施改造和维护通讯协定进行大量投资。这些系统通常包括专用组件,例如冷却剂分配单元、泵浦和热交换器,这会增加总体成本。然而,整合液体冷却需要对现有资料中心布局和操作工作流程进行调整,这可能会进一步增加实施成本。
空间优化的需求日益增长
随着资料中心不断扩展以容纳大量数位讯息,传统的空气冷却系统由于效率低下和空间要求而被证明是不够的。透过更有效地散热,液体冷却解决方案减少了冷却基础设施所需的实体占地面积,提供了更紧凑、更有效率的替代方案。这不仅可以最大限度地提高资料中心内的可用空间,还可以提高整体营运效率并降低消费量。此外,液体冷却解决方案可实现高密度运算,使资料中心能够在同一实体区域中安装更多伺服器和设备,而不会降低效能或过热风险。
复杂性和维护
虽然液体冷却解决方案可以有效散发密集伺服器环境中的热量,但它们在安装、与现有基础设施整合以及持续维护方面都存在复杂性。这些系统通常需要专业知识来设定和操作,从而导致初始成本更高和实施时间更长。然而,维护这些系统需要定期监测冷却水位、泵浦功能和潜在洩漏,如果管理不当,可能会中断业务。因此,复杂性和维护要求阻碍了普及采用,特别是在较小的资料中心或资源有限的资料中心。
随着组织迅速过渡到远距工作模式,对资料储存和处理能力的需求不断增加,给世界各地的资料中心带来了更大的压力。这种激增需要高效的冷却解决方案来维持最佳运作条件并防止过热,这是人口稠密的伺服器环境中的关键问题。供应链中断影响了冷却设备和组件的可得性,减缓了计划进度并增加了成本。然而,疫情加速了云端运算和数位转型的趋势,刺激了对液体冷却等先进冷却技术的投资,这些技术可提高能源效率和营运弹性。
直接液体冷却部分预计将在预测期内成为最大的部分
直接液体冷却部分预计将成为预测期内最大的部分。与传统的空气冷却方法不同,DLC 将伺服器和 IT 元件直接浸入介电流体或循环液体中。这种方法显着提高了散热能力,使资料中心能够更有效率、更永续运行,同时降低能耗和整体冷却成本。 DLC 系统特别有利于产生大量热负载的高效能运算 (HPC) 环境和人工智慧驱动的应用程式。透过有效地从源头消除热量,DLC 不仅提高了 IT 设备的效能和使用寿命,还透过减少与资料中心营运相关的碳排放,为环境的永续性做出了贡献。
预计电讯和 IT 产业在预测期内复合年增长率最高。
预计电讯和 IT 产业在预测期内复合年增长率最高。这些行业正在迅速扩展其数位基础设施,以满足对连接和资料处理能力日益增长的需求,而传统的空气冷却方法已被证明是不够的。液体冷却透过更有效地散热来优化资料中心伺服器和其他硬体的效能和可靠性,提供更有效率的解决方案。此外,电讯和 IT 产业越来越多地采用人工智慧、物联网和边缘运算等高密度运算技术,这些技术会产生大量热量,因此难以保持运作完整性,因此需要先进的冷却解决方案。
随着环境问题的日益严重,公司和政府都在优先考虑节能技术来减少碳排放,其中欧洲在估计期间占据了最大的市场份额。这种转变在欧洲尤其明显,严格的法规和永续性目标正在推动绿色技术的采用。此外,非洲大陆对可再生能源的承诺使得液体冷却解决方案对于实现这些更广泛的环境目标更具吸引力。
预计欧洲在预测期内将进一步成长。旨在减少碳排放和提高能源效率的严格法规正在推动资料中心营运商在全部区域采用液体冷却技术。这些技术,例如片下冷却和液浸冷却,比传统的空气冷却方法更有效率,从而降低了该地区的整体消费量和营运成本。此外,政府促进再生能源来源的激励措施和政策进一步鼓励资料中心采用这些技术。因此,欧洲资料中心液体冷却市场正在经历快速成长,老牌和新兴企业都转向创新的冷却解决方案,以符合监管标准并实现我投资的长期永续性目标。
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.