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1797857

資料中心浸入式冷卻市場機會、成長動力、產業趨勢分析及 2025 - 2034 年預測

Data Center Immersion Cooling Market Opportunity, Growth Drivers, Industry Trend Analysis, and Forecast 2025 - 2034
出版日期: | 出版商: Global Market Insights Inc. | 英文 225 Pages | 商品交期: 2-3個工作天內

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簡介目錄

2024 年全球資料中心浸入式冷卻市場規模達 13 億美元，預計到 2034 年將以 18.3% 的複合年成長率成長，達到 72 億美元。這一快速成長主要得益於人工智慧、機器學習和高效能運算的日益普及——這些應用都會產生大量熱負荷，需要先進的冷卻解決方案。浸入式冷卻已成為支援這些高要求應用的關鍵技術，尤其是在傳統空氣冷卻系統已無法滿足需求的設施中。伺服器基礎設施的複雜性和密度日益成長，尤其是在超大規模環境和加密貨幣挖礦環境中，進一步凸顯了對更有效的熱管理系統的需求。隨著數位工作負載對功率和效能的要求越來越高，營運商擴大轉向浸入式系統，以降低能耗、提高效率並保持最佳設備效能。

資料中心浸入式冷卻市場 - IMG1

北美憑藉其強大的超大規模資料中心生態系統和對下一代冷卻方法的早期採用，繼續佔據市場主導地位，從而能夠在不影響熱可靠性的情況下無縫過渡到高密度運算。該地區受益於高度發達的數位基礎設施以及主要雲端服務提供商的大量投資，這些服務提供商正在快速擴展業務。這為實施浸入式冷卻系統創造了理想的環境，該系統不僅可以提高能源效率，還可以降低營運成本。政府的激勵措施和對永續IT實踐的監管重點進一步加速了其應用。此外，北美成熟的技術人才庫和以研究為導向的資料中心最佳化方法，使該地區在熱管理解決方案創新方面處於領先地位，鞏固了其在全球市場的領導地位。

市場範圍
起始年份 2024
預測年份 2025-2034
起始值 13億美元
預測值 72億美元
複合年成長率 18.3%

2024年，解決方案細分市場佔據70%的佔有率，創造9億美元的市場價值。此細分市場涵蓋所有核心硬體，例如泵浦、熱交換器、浸沒式水箱、過濾器和流體分配單元。這些組件共同構成了有效實施浸沒式冷卻所需的結構基礎。這些系統不僅支援高熱負荷，而且在散熱方面也優於傳統冷卻方法，使資料中心能夠在相同的佔地面積內容納更多伺服器。此外，浸沒式冷卻還能提高空間利用率，並降低維持硬體處於最佳溫度所需的運作能耗，從而支持大型設施的長期永續發展目標和成本節約。

超大規模資料中心市場在2024年創造了4億美元的收入。這些大型基礎設施樞紐旨在處理大量資料，並要求最高的營運效率。浸入式冷卻因其能夠支援高密度配置並最大限度地降低能耗，在這些環境中變得越來越重要。隨著運算密集型工作負載的廣泛部署，超大規模資料中心營運商尋求減少碳足跡並最佳化熱性能。隨著對可擴展和高效系統的需求不斷成長，浸入式冷卻正持續被整合到新的設施設計中，並被改造到現有結構中，以提高性能指標並減少停機時間。

美國資料中心浸入式冷卻市場佔72%的市場佔有率，2024年市場規模達3.729億美元。由於科技公司的高度集中以及創新基礎設施的早期採用者，美國在浸入式冷卻部署方面仍處於領先地位。隨著雲端服務供應商和科技公司營運的資料中心的擴張，對高效可擴展冷卻方法的需求也顯著成長。由於美國擁有大量超大規模資料中心營運商，並擁有許多全球最大的資料處理設施，對浸入式冷卻系統的投資持續激增。

全球資料中心浸入式冷卻市場的領導者包括 Vertiv、Green Revolution Cooling、Bitfury Group、Asperitas、LiquidCool Solutions、Submer 和富士通 (Fujitsu)。為了鞏固市場地位，資料中心浸入式冷卻行業的公司正專注於有針對性的策略，例如擴展產品組合，納入適用於不同規模和密度資料中心的模組化和可擴展浸入式系統。許多公司正在加強研發力度，以最佳化流體類型、提高導熱性並延長組件使用壽命。與雲端服務供應商、主機託管中心和企業客戶的合作是一項重要策略，旨在根據特定的工作負載需求提供客製化解決方案。一些製造商也優先考慮國際擴張，尤其是在高效能運算需求日益成長的地區。

目錄

第1章：方法論

  • 市場範圍和定義
  • 研究設計
    • 研究方法
    • 資料收集方法
  • 資料探勘來源
    • 地區
    • 國家
  • 基礎估算與計算
    • 基準年計算
    • 市場評估的主要趨勢
  • 初步研究和驗證
    • 主要來源
  • 預測模型
  • 研究假設和局限性

第2章：執行摘要

第3章：行業洞察

  • 產業生態系統分析
    • 供應商格局
    • 利潤率
    • 成本結構
    • 每個階段的增值
    • 影響價值鏈的因素
    • 中斷
  • 產業衝擊力
    • 成長動力
      • 機架功率密度和散熱挑戰的增加
      • 永續性和降低 PUE
      • 在超大規模和高效能運算環境中部署
      • 主機代管和企業資料中心的興趣日益濃厚
    • 產業陷阱與挑戰
      • 初始成本高且設計複雜
      • 材料相容性和維護問題
    • 市場機會
      • 人工智慧/機器學習工作負載和超級運算領域的擴展
      • 惡劣環境中邊緣資料中心部署不斷成長
      • 流體創新和雙相系統採用
  • 成長潛力分析
  • 監管格局
    • 北美洲
    • 歐洲
    • 亞太地區
    • 拉丁美洲
    • 中東和非洲
  • 波特的分析
  • PESTEL分析
  • 技術和創新格局
    • 當前的技術趨勢
    • 新興技術
  • 成本細分分析
  • 專利分析
  • 永續性和環境方面
    • 永續實踐
    • 減少廢棄物的策略
    • 生產中的能源效率
    • 環保舉措
    • 碳足跡考量
  • 消費者行為分析
    • 偏好OEM還是第三方浸入式冷卻系統
    • 偏好 CAPEX 與 OPEX 模型（全系統購買與沉浸式即服務模型）
  • 售後市場和服務趨勢分析
    • 浸入式冷卻系統的維護合約和性能 SLA
    • 冷卻劑更換週期、流體分解監測和硬體升級
    • 評估浸泡槽和組件的OEM與第三方服務和支援供應商
  • 數位化和自動化趨勢分析
    • 基於物聯網的熱能和效能監控的智慧浸入式系統的興起
    • AI/ML 在預測流體管理、系統最佳化和故障檢測中的作用
    • 浸入式冷卻系統部署、啟動和熱平衡的自動化
    • 與 DCIM（資料中心基礎設施管理）和遙測平台整合
    • 用於模擬浸入式冷卻性能和規劃改造的數位孿生應用程式
  • 跨超大規模、主機託管、HPC 和邊緣環境的案例研究和實際部署
  • 再生能源整合對資料中心浸沒式冷卻設計的影響分析
    • 混合能源設定（電網+太陽能+電池）中的浸入式系統效率
    • 直流供電與交流供電沉浸式基礎設施的系統級影響
    • 浸入式冷卻與備用儲存系統（例如鋰離子、液流電池）的相容性
    • 智慧逆變器和動態能源路由在冷卻負載管理中的作用
    • 浸入式冷卻、淨零或低 PUE資料中心案例

第4章：競爭格局

  • 介紹
  • 公司市佔率分析
    • 北美洲
    • 歐洲
    • 亞太地區
    • 拉丁美洲
    • 中東和非洲
  • 主要市場參與者的競爭分析
  • 競爭定位矩陣
  • 戰略展望矩陣
  • 關鍵進展
    • 併購
    • 夥伴關係與合作
    • 新產品發布
    • 擴張計劃和資金
  • 品牌比較分析
    • 品牌認知度
    • 合作夥伴生態系統
    • 客戶服務
    • 分銷網路實力

第5章：市場估計與預測：按組件，2021 - 2034 年

  • 主要趨勢
  • 解決方案
    • 冷卻液
    • 冷卻架/模組
    • 過濾器
    • 泵浦
    • 熱交換器
    • 其他
  • 服務
    • 安裝與維護
    • 培訓與諮詢

第6章：市場估計與預測：按冷卻技術，2021 - 2034 年

  • 主要趨勢
  • 單相冷卻
  • 兩相冷卻

第7章：市場估計與預測：按冷卻液，2021 - 2034 年

  • 主要趨勢
  • 礦物油
  • 合成液
  • 氟碳基流體

第8章：市場估計與預測：依組織規模，2021 - 2034 年

  • 主要趨勢
  • 中小企業
  • 大型企業

第9章：市場估計與預測：按應用，2021 - 2034

  • 主要趨勢
  • 超大規模
  • 超級計算
  • 企業 HPC
  • 加密貨幣
  • 邊緣/5G運算
  • 其他

第10章：市場估計與預測：按地區，2021 - 2034 年

  • 主要趨勢
  • 北美洲
    • 美國
    • 加拿大
    • 墨西哥
  • 歐洲
    • 英國
    • 德國
    • 法國
    • 義大利
    • 西班牙
    • 波蘭
    • 俄羅斯
    • 北歐人
  • 亞太地區
    • 中國
    • 印度
    • 日本
    • 韓國
    • 澳洲
    • 東南亞
  • 拉丁美洲
    • 巴西
    • 阿根廷
    • 智利
    • 哥倫比亞
  • MEA
    • 阿拉伯聯合大公國
    • 沙烏地阿拉伯
    • 南非

第 11 章：公司簡介

  • Global players
  • Regional players
  • Emerging players
簡介目錄
Product Code: 5639

The Global Data Center Immersion Cooling Market was valued at USD 1.3 billion in 2024 and is estimated to grow at a CAGR of 18.3% to reach USD 7.2 billion by 2034. This rapid growth is largely driven by the rising adoption of artificial intelligence, machine learning, and high-performance computing-all of which generate substantial heat loads and require advanced cooling solutions. Immersion cooling has emerged as a critical technology to support these demanding applications, particularly in facilities where traditional air-based systems are no longer sufficient. The growing complexity and density of server infrastructure, especially within hyperscale environments and crypto mining operations, further highlight the need for more effective heat management systems. With higher power requirements and performance expectations across digital workloads, operators are increasingly transitioning to immersion-based systems to reduce energy usage, enhance efficiency, and maintain optimal equipment performance.

Data Center Immersion Cooling Market - IMG1

North America continues to dominate the landscape due to its strong ecosystem of hyperscale data centers and early adoption of next-generation cooling methods, enabling a seamless shift to high-density computing without compromising thermal reliability. The region benefits from a highly developed digital infrastructure and substantial investments by major cloud service providers that are rapidly scaling operations. This creates an ideal environment for implementing immersion cooling systems, which not only improve energy efficiency but also reduce operational costs. Government incentives and regulatory focus on sustainable IT practices have further accelerated adoption. Additionally, North America's mature tech talent pool and research-driven approach to data center optimization position the region at the forefront of innovation in thermal management solutions, reinforcing its leadership in the global market.

Market Scope
Start Year2024
Forecast Year2025-2034
Start Value$1.3 Billion
Forecast Value$7.2 Billion
CAGR18.3%

In 2024, the solution segment accounted 70% share, generating USD 900 million. This segment includes all core hardware such as pumps, heat exchangers, immersion tanks, filters, and fluid distribution units. These elements together form the structural foundation needed to implement immersion cooling effectively. These systems not only support high thermal loads but also outperform traditional cooling methods in heat dissipation, allowing data centers to accommodate more servers within the same footprint. Additionally, immersion cooling offers better space utilization and reduces the operational energy required to keep hardware at optimal temperatures, supporting long-term sustainability goals and cost savings across large-scale facilities.

The hyperscale data centers segment generated USD 400 million in 2024. These large-scale infrastructure hubs are designed to handle massive volumes of data processing and require maximum operational efficiency. Immersion cooling has become increasingly vital in these environments due to its ability to support dense configurations while minimizing energy consumption. With extensive deployments of compute-intensive workloads, hyperscale operators seek to reduce their carbon footprint and optimize thermal performance. As the demand for scalable and high-efficiency systems grows, immersion cooling continues to be integrated into new facility designs and retrofitted into existing structures to improve performance metrics and reduce downtime.

United States Data Center Immersion Cooling Market held 72% share and generated USD 372.9 million in 2024. The country remains at the forefront of immersion cooling deployment, driven by a high concentration of technology firms and early adopters of innovative infrastructure. The demand for efficient and scalable cooling methods has grown significantly alongside the expansion of data centers run by cloud providers and tech companies. With the country hosting a substantial number of hyperscale operators and being home to many of the world's largest data processing facilities, investment in immersion systems continues to surge.

Leading players in the Global Data Center Immersion Cooling Market include Vertiv, Green Revolution Cooling, Bitfury Group, Asperitas, LiquidCool Solutions, Submer, and Fujitsu. To strengthen their market position, companies in the data center immersion cooling industry are focusing on targeted strategies such as expanding product portfolios to include modular and scalable immersion systems suited for different data center sizes and densities. Many firms are enhancing R&D efforts to optimize fluid types, improve thermal conductivity, and extend component lifespan. Collaboration with cloud providers, colocation centers, and enterprise clients is a major tactic, enabling customized solutions tailored to specific workload needs. Several manufacturers are also prioritizing international expansion, especially in regions with emerging high-performance computing demand.

Table of Contents

Chapter 1 Methodology

  • 1.1 Market scope and definition
  • 1.2 Research design
    • 1.2.1 Research approach
    • 1.2.2 Data collection methods
  • 1.3 Data mining sources
    • 1.3.1 Region
    • 1.3.2 Country
  • 1.4 Base estimates and calculations
    • 1.4.1 Base year calculation
    • 1.4.2 Key trends for market estimation
  • 1.5 Primary research and validation
    • 1.5.1 Primary sources
  • 1.6 Forecast model
  • 1.7 Research assumptions and limitations

Chapter 2 Executive Summary

  • 2.1 Industry 360° synopsis
  • 2.2 Key market trends
    • 2.2.1 Regional
    • 2.2.2 Component
    • 2.2.3 Cooling technique
    • 2.2.4 Cooling fluid
    • 2.2.5 Organization size
    • 2.2.6 Application
  • 2.3 TAM Analysis, 2025-2034
  • 2.4 CXO perspectives: Strategic imperatives
    • 2.4.1 Executive decision points
    • 2.4.2 Critical success factors
  • 2.5 Future outlook and strategic recommendations

Chapter 3 Industry Insights

  • 3.1 Industry ecosystem analysis
    • 3.1.1 Supplier landscape
    • 3.1.2 Profit margin
    • 3.1.3 Cost structure
    • 3.1.4 Value addition at each stage
    • 3.1.5 Factor affecting the value chain
    • 3.1.6 Disruptions
  • 3.2 Industry impact forces
    • 3.2.1 Growth drivers
      • 3.2.1.1 Rise in rack power density and thermal challenges
      • 3.2.1.2 Sustainability and reduction in PUE
      • 3.2.1.3 Deployment in hyperscale and high-performance computing environments
      • 3.2.1.4 Increasing interest from colocation and enterprise data centers
    • 3.2.2 Industry pitfalls and challenges
      • 3.2.2.1 High initial costs and design complexity
      • 3.2.2.2 Material compatibility and maintenance issues
    • 3.2.3 Market opportunities
      • 3.2.3.1 Expansion in AI/ML workloads and supercomputing sectors
      • 3.2.3.2 Growing edge data center deployments in harsh environments
      • 3.2.3.3 Fluid innovation and two-phase systems adoption
  • 3.3 Growth potential analysis
  • 3.4 Regulatory landscape
    • 3.4.1 North America
    • 3.4.2 Europe
    • 3.4.3 Asia Pacific
    • 3.4.4 Latin America
    • 3.4.5 Middle East & Africa
  • 3.5 Porter's analysis
  • 3.6 PESTEL analysis
  • 3.7 Technology and innovation landscape
    • 3.7.1 Current technological trends
    • 3.7.2 Emerging technologies
  • 3.8 Cost breakdown analysis
  • 3.9 Patent analysis
  • 3.10 Sustainability and environmental aspects
    • 3.10.1 Sustainable practices
    • 3.10.2 Waste reduction strategies
    • 3.10.3 Energy efficiency in production
    • 3.10.4 Eco-friendly initiatives
    • 3.10.5 Carbon footprint considerations
  • 3.11 Consumer behavior analysis
    • 3.11.1 Preference for OEM vs third-party immersion cooling systems
    • 3.11.2 Preference for CAPEX vs OPEX models (full system purchase vs immersion-as-a-service models)
  • 3.12 Analysis of aftermarket and service trends
    • 3.12.1 Maintenance contracts and performance SLAs for immersion cooling systems
    • 3.12.2 Coolant replacement cycles, fluid degradation monitoring, and hardware upgrades
    • 3.12.3 Evaluation of OEM vs third-party service and support providers for immersion tanks and components
  • 3.13 Analysis of digitalization and automation trends
    • 3.13.1 Rise of smart immersion systems with IoT-based thermal and performance monitoring
    • 3.13.2 Role of AI/ML in predictive fluid management, system optimization, and fault detection
    • 3.13.3 Automation in immersion cooling system deployment, startup, and thermal balancing
    • 3.13.4 Integration with DCIM (Data Center Infrastructure Management) and telemetry platforms
    • 3.13.5 Digital twin applications for simulating immersion cooling performance and planning retrofits
  • 3.14 Case studies and real-world deployments across hyperscale, colocation, HPC, and edge environments
  • 3.15 Analysis of impact of renewable integration on data center immersion cooling design
    • 3.15.1 Immersion system efficiency in hybrid energy setups (grid + solar + battery)
    • 3.15.2 System-level implications of DC-powered vs AC-powered immersion infrastructure
    • 3.15.3 Compatibility of immersion cooling with backup storage systems (e.g., lithium-ion, flow batteries)
    • 3.15.4 Role of smart inverters and dynamic energy routing in cooling load management
    • 3.15.5 Case examples of immersion-cooled, net-zero or low-PUE data centers

Chapter 4 Competitive Landscape, 2024

  • 4.1 Introduction
  • 4.2 Company market share analysis
    • 4.2.1 North America
    • 4.2.2 Europe
    • 4.2.3 Asia Pacific
    • 4.2.4 Latin America
    • 4.2.5 Middle East & Africa
  • 4.3 Competitive analysis of major market players
  • 4.4 Competitive positioning matrix
  • 4.5 Strategic outlook matrix
  • 4.6 Key developments
    • 4.6.1 Mergers & acquisitions
    • 4.6.2 Partnerships & collaborations
    • 4.6.3 New product launches
    • 4.6.4 Expansion plans and funding
  • 4.7 Analysis of brand comparison
    • 4.7.1 Brand recognition
    • 4.7.2 Partnership ecosystem
    • 4.7.3 Customer service
    • 4.7.4 Distribution network strength

Chapter 5 Market Estimates & Forecast, By Component, 2021 - 2034 ($Mn, Units)

  • 5.1 Key trends
  • 5.2 Solution
    • 5.2.1 Cooling fluids
    • 5.2.2 Cooling racks/modules
    • 5.2.3 Filters
    • 5.2.4 Pumps
    • 5.2.5 Heat exchangers
    • 5.2.6 Others
  • 5.3 Service
    • 5.3.1 Installation & maintenance
    • 5.3.2 Training & consulting

Chapter 6 Market Estimates & Forecast, By Cooling Technique, 2021 - 2034 ($Mn, Units)

  • 6.1 Key trends
  • 6.2 Single phase cooling
  • 6.3 Two-phase cooling

Chapter 7 Market Estimates & Forecast, By Cooling Fluid, 2021 - 2034 ($Mn, Units)

  • 7.1 Key trends
  • 7.2 Mineral oil
  • 7.3 Synthetic fluid
  • 7.4 Fluorocarbons-based fluid

Chapter 8 Market Estimates & Forecast, By Organization Size, 2021 - 2034 ($Mn, Units)

  • 8.1 Key trends
  • 8.2 SME
  • 8.3 Large enterprises

Chapter 9 Market Estimates & Forecast, By Application, 2021 - 2034 ($Mn, Units)

  • 9.1 Key trends
  • 9.2 Hyperscale
  • 9.3 Supercomputing
  • 9.4 Enterprise HPC
  • 9.5 Cryptocurrency
  • 9.6 Edge/5G computing
  • 9.7 Others

Chapter 10 Market Estimates & Forecast, By Region, 2021 - 2034 ($Bn, Units)

  • 10.1 Key trends
  • 10.2 North America
    • 10.2.1 U.S.
    • 10.2.2 Canada
    • 10.2.3 Mexico
  • 10.3 Europe
    • 10.3.1 UK
    • 10.3.2 Germany
    • 10.3.3 France
    • 10.3.4 Italy
    • 10.3.5 Spain
    • 10.3.6 Poland
    • 10.3.7 Russia
    • 10.3.8 Nordics
  • 10.4 Asia Pacific
    • 10.4.1 China
    • 10.4.2 India
    • 10.4.3 Japan
    • 10.4.4 South Korea
    • 10.4.5 Australia
    • 10.4.6 Southeast Asia
  • 10.5 Latin America
    • 10.5.1 Brazil
    • 10.5.2 Argentina
    • 10.5.3 Chile
    • 10.5.4 Colombia
  • 10.6 MEA
    • 10.6.1 UAE
    • 10.6.2 Saudi Arabia
    • 10.6.3 South Africa

Chapter 11 Company Profiles

  • 11.1 Global players
    • 11.1.1 Asperitas
    • 11.1.2 Dell Technologies
    • 11.1.3 Fujitsu
    • 11.1.4 Green Revolution Cooling (GRC)
    • 11.1.5 Hewlett Packard Enterprise (HPE)
    • 11.1.6 Intel
    • 11.1.7 Lenovo
    • 11.1.8 Submer
    • 11.1.9 Supermicro
    • 11.1.10 Vertiv
  • 11.2 Regional players
    • 11.2.1 AMAX
    • 11.2.2 Asetek
    • 11.2.3 Bitfury Group
    • 11.2.4 DCX Liquid Cooling Company
    • 11.2.5 Gigabyte Technology
    • 11.2.6 Inspur
    • 11.2.7 LiquidCool Solutions
    • 11.2.8 Midas Immersion Cooling
    • 11.2.9 Nautilus Data Technologies
    • 11.2.10 Schneider Electric (in collaboration/PoC phase)
  • 11.3 Emerging players
    • 11.3.1 E3 NV
    • 11.3.2 ExaScaler
    • 11.3.3 Hypertec
    • 11.3.4 Iceotope
    • 11.3.5 JetCool
    • 11.3.6 QCT (Quanta Cloud Technology)
    • 11.3.7 TAICHI Immersion Cooling
    • 11.3.8 Teimmers
    • 11.3.9 TMGcore
    • 11.3.10 Zutacore