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1851014

資料中心浸沒式冷卻：市場佔有率分析、產業趨勢、統計數據和成長預測（2025-2030 年）

Data Center Immersion Cooling - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 135 Pages | 商品交期: 2-3個工作天內

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簡介目錄

預計到 2025 年資料中心浸沒式冷卻市場規模將達到 48.7 億美元，到 2030 年將達到 111 億美元，複合年成長率為 17.91%。

資料中心浸沒式冷卻市場-IMG1

這種快速成長反映了業界對機架功率密度飆升的反應，因為人工智慧和機器學習工作負載的功率密度已超過每個機架 50kW。營運商將浸沒式冷卻技術視為維持性能、縮小設施佔地面積並符合即將訂定的含 PFAS 冷卻劑法規的有效途徑。在北美，超大規模雲端服務供應商的生產級部署佔據主導地位，而在亞太地區、日本、中國和南美洲，液冷人工智慧叢集的應用也呈現快速成長趨勢。在技​​術方面，單相系統由於其易於安裝而保持著主導地位，而兩相設計則在需要極高密度和無泵架構的試點項目中脫穎而出。

全球資料中心浸沒式冷卻市場趨勢與洞察

超大規模資料中心的興起

對生成式人工智慧服務需求的激增正迫使大型雲端服務供應商建造新的超大規模資料中心，目標是機架密度超過 100kW。谷歌採用浸沒式冷卻 TPU 艙表明，大型服務提供者正在將液冷技術標準化，以減少房地產需求和建築擴建的資本支出。微軟在華盛頓州昆西的園區檢驗了生產級兩相儲罐，因為它們易於擴展密度，整體擁有成本指標良好。在產品組合層面應用浸沒式冷卻技術，營運商可以在相同的佔地面積內實現 10 到 15 倍的運算能力提升，從而直接加快人工智慧服務的收入實現速度。提高每平方英尺的使用率仍然是超大規模部署最重要的經濟促進因素。

利用人工智慧/機器學習工作負載提高機架功率密度

來自KDDI貨櫃式資料中心的現場資料顯示，單相浸沒式加熱技術使伺服器機架的功耗降低了43%，PUE值低於1.07。能源緊張地區的業者正利用這些節省的電費來抵消不斷上漲的電費和碳排放稅。歐盟能源效率指令要求歐洲設施在2030年將能源消耗降低11.7%。浸沒式加熱技術能夠達到低於1.1的PUE值，為實現此目標提供了切實可行的途徑。持續的加速頻率提升能夠提高每瓦運算能力，為伺服器帶來更多效益。

面向 5G/物聯網的邊緣微資料中心擴展

為了滿足 5G 的延遲目標，電訊和工業企業正在將微型模組部署在更靠近終端用戶的位置。在暖通空調基礎設施有限或氣候惡劣的地區，密封的單相水箱能夠使自主邊緣節點無需冷水機組即可運作。東南亞的早期試驗表明，浸沒式系統能夠承受灰塵、濕度和溫度波動，而這些因素足以使傳統的風冷機架癱瘓。

細分市場分析

2024年，單相系統佔據了80.9%的市場佔有率，但預計到2030年，兩相系統將以每年21.6%的速度成長。這種加速成長反映了低壓沸騰卓越的散熱能力，以及被動式冷凝器無需泵浦或二次迴路即可散熱。微軟的昆西部署專案展示了相變儲槽如何為100kW的生產機架提供電力支援。

礦物油和合成烴具有可預測的黏度和與多種組件的兼容性，這一點尤其重要。然而，採用最新1kW GPU的AI晶圓廠擴大選擇兩相冷卻系統，以避免泵浦故障，並將資料中心的廢熱用於區域供熱。隨著供應商縮小儲罐尺寸並推出預充注組件，兩相冷卻系統的學習曲線正在縮短，為其在未來長期佔據市場佔有率奠定了基礎。因此，資料中心浸沒式冷卻市場將演變為一個雙軌生態系統：單相冷卻系統將主導傳統系統的升級改造，而兩相冷卻系統將佔據高密度新建資料中心的市場佔有率。

由於合成烴流體具有低黏度和良好的材料相容性，預計2024年將佔銷售額的41.2%，成為大多數單相應用的實際基準。礦物油曾經被侷限於加密貨幣挖礦，如今重回主流市場，預計到2030年將成長18.4%，因為煉油商為了滿足延長使用壽命的目標，會提供更乾淨的餾分油。相較之下，含氟化合物混合物將面臨PFAS法規的更嚴格審查，這將對生物基衍生物的研發構成阻力，促使其進入測試階段。

路博潤的CompuZol系列產品採用合成烴，可將導熱係數提升至0.15 W/m·K，同時保持閃點高於170°C。道達爾能源的BioLife產品則證明，可追溯的植物來源冷卻液性能可與石油化學產品媲美，且具有快速生物分解的特性，符合歐盟的廢棄物處理法規。由於冷卻液的選擇會影響密封件的兼容性、介電強度和處置途徑，營運商仍在實施耗時的資格確認程序，這使得流體供應商對資料中心浸沒式冷卻市場的發展軌跡擁有越來越大的影響力。

資料中心浸沒式冷卻市場按類型（單相浸沒式冷卻系統、兩相浸沒式冷卻系統）、冷卻液（礦物油、去離子水、其他）、應用（高效能運算 (HPC)、邊緣運算、其他）、資料中心類型（超大規模/自建、託管/批發、其他）和地區進行細分。市場預測以美元計價。

區域分析

2024年，北美將佔LiquidStack銷售額的44.8%，這主要得益於超大規模的資本投資以及鼓勵從試點計畫快速過渡到量產的創新文化。 LiquidStack位於德克薩斯州的新工廠將使當地儲罐產量增加兩倍，縮短前置作業時間並加強國內供應鏈。與強制規定設備要求不同，LiquidStack的政策框架著重於自願性效率目標，這使得營運商能夠靈活地試驗浸沒式技術，而無需擔心監管方面的延誤。

亞太地區正經歷最快的成長，複合年成長率高達19.6%，這主要得益於政府支持的人工智慧超級電腦和資料主權計畫。日本KDDI公司部署了一套貨櫃式單鑽機，其PUE值接近1.05，證明了浸沒式安裝技術在通訊邊緣應用場景的有效性。中國一個沿海水下資料中心的概念驗證專案展示了一種新型的安裝策略，該策略利用浸沒式安裝來降低腐蝕和濕度的影響。

在歐洲，監管是推動科技普及的主要動力。歐盟2024年永續性資訊揭露要求鼓勵業者減少能源和水的消耗，使浸沒式冷卻更具吸引力。在荷蘭，強制性的27 度C送風溫度上限規定（對於風冷系統而言難以達到）正在加速阿姆斯特丹各設施的液體維修。諸如丹麥游泳池的餘熱回收試點計畫進一步提升了浸沒式冷卻計劃的經濟效益，使營運商能夠透過餘熱回收協議收回成本。

其他福利：

  • Excel格式的市場預測（ME）表
  • 3個月的分析師支持

目錄

第1章 引言

  • 研究假設和市場定義
  • 調查範圍

第2章調查方法

第3章執行摘要

第4章 市場情勢

  • 市場概覽
  • 市場促進因素
    • 超大規模資料中心的興起
    • 利用人工智慧/機器學習工作負載提高機架功率密度
    • 與空氣冷卻相比，具有更高的能源效率和更低的PUE值
    • 加強對不含 PFAS 的生物基冷卻劑的監管
    • 面向 5G/物聯網的邊緣微資料中心擴展
    • 發布熱設計功耗超過 1kW 的浸沒式相容矽封裝
  • 市場限制
    • 高昂的初始投資和設施改造成本
    • 標準碎片化和廠商間互通性差距
    • 含氟介電材料供應鏈風險
    • 材料相容性問題導致保固失效
  • 供應鏈分析
  • 監管環境
  • 技術展望
    • 資料中心冷卻技術的演變
    • 能耗和計算密度指標
    • 流體、處理器、GPU、機架、基礎設施拆卸
  • 波特五力模型
    • 供應商的議價能力
    • 買方的議價能力
    • 新進入者的威脅
    • 競爭程度
    • 替代品的威脅
  • 評估市場的宏觀經濟因素

第5章 市場規模與成長預測

  • 按類型
    • 單相浸沒式冷卻系統
    • 兩相浸沒式冷卻系統
  • 透過冷卻劑
    • 礦物油
    • 去離子水
    • 氟碳液壓油
    • 合成烴流體
    • 生物基液體
  • 透過使用
    • 高效能運算（HPC）
    • 邊緣運算
    • 人工智慧和機器學習
    • 加密貨幣挖礦
    • 雲端運算和超大規模資料中心
    • 其他用途
  • 依資料中心類型
    • 超大規模/自建
    • 託管/批發
    • 企業/邊緣資料中心
  • 按地區
    • 北美洲
      • 美國
      • 加拿大
      • 墨西哥
    • 南美洲
      • 巴西
      • 阿根廷
      • 其他南美洲
    • 歐洲
      • 德國
      • 英國
      • 法國
      • 荷蘭
      • 其他歐洲地區
    • 亞太地區
      • 中國
      • 日本
      • 印度
      • 韓國
      • 澳洲和紐西蘭
      • 亞太其他地區
    • 中東和非洲
      • 中東
      • 阿拉伯聯合大公國
      • 沙烏地阿拉伯
      • 土耳其
      • 其他中東地區
      • 非洲
      • 南非
      • 埃及
      • 奈及利亞
      • 其他非洲地區

第6章 競爭情勢

  • 市場集中度
  • 策略趨勢
  • 市佔率分析
  • 公司簡介
    • Fujitsu Limited
    • Green Revolution Cooling（GRC）Inc.
    • Submer Technologies SL
    • LiquidStack Inc.
    • Asperitas
    • LiquidCool Solutions
    • Midas Green Technologies
    • Iceotope Technologies Ltd.
    • Wiwynn Corporation
    • DCX Ltd.
    • Dell Technologies
    • Intel Corporation
    • Schneider Electric SE
    • Vertiv Holdings Co.
    • NVIDIA Corporation
    • Asetek A/S
    • Shell plc（Immersion Cooling Fluids）
    • Cargill Inc.（NatureCool）
    • 3M Company
    • Chemours Company
    • Molex LLC
    • Hypertec Group
    • Alibaba Cloud
    • Tencent Cloud

第7章 市場機會與未來展望

簡介目錄
Product Code: 66299

The data center immersion cooling market is valued at USD 4.87 billion in 2025 and is forecast to reach USD 11.10 billion by 2030, registering a 17.91% CAGR.

Data Center Immersion Cooling - Market - IMG1

This rapid climb mirrors the industry's response to soaring rack power densities driven by AI and machine-learning workloads that regularly exceed 50 kW per rack. Operators view immersion technology as a route to maintain performance, shrink facility footprints, and comply with upcoming restrictions on PFAS-based coolants. North America anchors adoption through production-scale rollouts by the hyperscale cloud providers, while Asia-Pacific exhibits the steepest growth as Japan, China, and South Korea champion liquid-cooled AI clusters. On the technology front, single-phase systems retain the lion's share because of installation familiarity, yet two-phase designs are winning pilots where extreme density and pump-free architectures are essential.

Global Data Center Immersion Cooling Market Trends and Insights

Proliferation of Hyperscale Data Centers

Surging demand for generative-AI services compels the leading cloud providers to erect new hyperscale sites that often target rack densities above 100 kW. Google's use of immersion-cooled TPU pods illustrates how large providers are standardizing liquid technologies to curtail real-estate requirements and capex for building expansion. Microsoft has validated production two-phase tanks at its Quincy, Washington, campus, citing easier density scaling and favorable total-cost-of-ownership metrics. When applied atthe portfolio level, immersion cooling enables operators to pack 10-15X more compute into the same footprint, directly translating into faster time-to-revenue for AI services. The ability to drive higher utilization from every square foot remains the strongest economic lever motivating hyperscale adoption.

Rising Rack-Power Densities from AI/ML Workloads

Field data from KDDI's containerized sites shows single-phase immersion cutting server-rack power draw by 43% while achieving PUE below 1.07. Operators in energy-constrained locales exploit such savings to offset rising electricity tariffs and carbon taxes. European facilities face the EU Energy Efficiency Directive's mandated 11.7% reduction in energy use by 2030; immersion's ability to hit sub-1.1 PUE values provides a practical compliance pathway. Further benefits emerge at the server level, as sustained higher boost frequencies translate into more compute per watt.

Expansion of Edge Micro-Data Centers for 5G/IoT

Telecom carriers and industrial firms are rolling out micro-modules close to end-users to meet 5G latency targets. In regions with limited HVAC infrastructure or hostile climates, sealed single-phase tanks enable autonomous edge nodes that run without chilled-water plants. Early pilots across Southeast Asia illustrate that immersion systems can survive dust, humidity and temperature swings that cripple traditional air-cooled racks.

Other drivers and restraints analyzed in the detailed report include:

  1. Regulatory Push Toward PFAS-Free, Bio-Based Coolants
  2. Fragmented Standards and Vendor Interoperability Gaps
  3. High Upfront CAPEX and Facility-Redesign Costs

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

Segment Analysis

Single-phase systems dominated 2024 with 80.9% share; however, two-phase designs are forecast to compound at 21.6% annually to 2030. That acceleration reflects superior heat-flux removal through low-pressure boiling, which allows passive condensers to reject heat without pumps or secondary loops. Microsoft's Quincy deployment showcases how phase-change tanks sustain 100 kW racks in production.

In enterprise pilots, operators prefer single-phase solutions for ease of maintenance and established supply chains, particularly where mineral oil or synthetic hydrocarbons offer predictable viscosity and broad component compatibility. Yet AI fabs built on the latest 1 kW GPUs increasingly select two-phase setups to eliminate pump failures and tap datacenter waste heat for district-heating schemes. As suppliers shrink tank footprints and introduce pre-charged cassettes, the learning curve shortens, setting the stage for two-phase systems to claim incremental share over the forecast horizon. The data center immersion cooling market consequently evolves toward a dual-track ecosystem where single-phase dominates legacy refresh spend while two-phase captures new-build footprints geared for extreme density.

Synthetic hydrocarbon fluids held 41.2% of 2024 revenue thanks to their low viscosity and strong material compatibility, making them the de-facto baseline across most single-phase deployments. Mineral oils, once relegated to cryptocurrency mines, re-enter mainstream consideration and are projected to grow 18.4% through 2030 as refiners deliver cleaner cuts that meet extended service-life targets. In comparison, fluorocarbon blends face heightened scrutiny under PFAS regulation, a headwind that propels bio-derivatives into pilot stages.

Lubrizol's CompuZol family demonstrates synthetic hydrocarbons pushing thermal conductivity to 0.15 W/m-K while preserving flash points above 170 °C. TotalEnergies' BioLife products illustrate how traceable plant-based stocks can equal petrochemical performance yet biodegrade rapidly, satisfying EU waste directives. Because coolant selection dictates seal compatibility, dielectric strength and disposal pathways, operators continue to conduct lengthy qualification programs, reinforcing fluid suppliers' influence over the data center immersion cooling market trajectory.

Data Center Immersion Cooling Market is Segmented by Type ( Single-Phase Immersion Cooling System, Two-Phase Immersion Cooling System), Cooling Fluid ( Mineral Oil, De-Ionized Water, and More), Application ( High-Performance Computing (HPC), Edge Computing, and More), Data Center Type (Hyperscale/Self-Built, Colocation / Wholesale, and More), and by Geography. The Market Forecasts are Provided in Terms of Value (USD).

Geography Analysis

North America captured 44.8% of 2024 revenue, underpinned by hyperscale capital expenditure and an innovation culture that embraces pilot-to-production transitions rapidly. LiquidStack's new Texas facility triples local tank output, shortening lead times and reinforcing domestic supply chains Policy frameworks focused on voluntary efficiency goals rather than prescriptive equipment mandates grant operators leeway to trial immersion without regulatory delays.

Asia-Pacific is the fastest-growing region at 19.6% CAGR, spurred by government-backed AI supercomputers and data-sovereignty initiatives. Japan's KDDI recorded PUE values approaching 1.05 after deploying containerized single-phase rigs, validating immersion for telecom edge use cases. China's coastal underwater data center proofs of concept illustrate novel siting strategies that rely on immersion to mitigate corrosion and humidity.

Europe leans on regulation as the primary adoption driver. The 2024 EU sustainability disclosure requirement pushes operators to cut both energy and water usage, making immersion attractive. The Netherlands enforces 27 °C supply-air ceilings that air-cooling systems struggle to meet, accelerating liquid retrofits in Amsterdam facilities. Heat-reuse pilots, such as feeding swimming pools in Denmark, further improve immersion project economics, enabling operators to recoup costs via heat-offtake agreements.

  1. Fujitsu Limited
  2. Green Revolution Cooling (GRC) Inc.
  3. Submer Technologies SL
  4. LiquidStack Inc.
  5. Asperitas
  6. LiquidCool Solutions
  7. Midas Green Technologies
  8. Iceotope Technologies Ltd.
  9. Wiwynn Corporation
  10. DCX Ltd.
  11. Dell Technologies
  12. Intel Corporation
  13. Schneider Electric SE
  14. Vertiv Holdings Co.
  15. NVIDIA Corporation
  16. Asetek A/S
  17. Shell plc (Immersion Cooling Fluids)
  18. Cargill Inc. (NatureCool)
  19. 3M Company
  20. Chemours Company
  21. Molex LLC
  22. Hypertec Group
  23. Alibaba Cloud
  24. Tencent Cloud

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 Proliferation of hyperscale data centers
    • 4.2.2 Rising rack-power densities from AI/ML workloads
    • 4.2.3 Superior energy-efficiency and PUE gains over air cooling
    • 4.2.4 Regulatory push toward PFAS-free, bio-based coolants
    • 4.2.5 Expansion of edge micro-data-centers for 5G/IoT
    • 4.2.6 Launch of immersion-ready silicon packages greater than1 kW TDP
  • 4.3 Market Restraints
    • 4.3.1 High upfront CAPEX and facility-redesign costs
    • 4.3.2 Fragmented standards and vendor interoperability gaps
    • 4.3.3 Supply-chain risk for fluorinated dielectrics
    • 4.3.4 Material-compatibility concerns voiding warranties
  • 4.4 Supply-Chain Analysis
  • 4.5 Regulatory Landscape
  • 4.6 Technological Outlook
    • 4.6.1 Evolution of Data-Center Cooling
    • 4.6.2 Energy-consumption and compute-density metrics
    • 4.6.3 Teardown of fluids, processors, GPUs, racks and infra
  • 4.7 Porter's Five Forces
    • 4.7.1 Bargaining Power of Suppliers
    • 4.7.2 Bargaining Power of Buyers
    • 4.7.3 Threat of New Entrants
    • 4.7.4 Degree of Competition
    • 4.7.5 Threat of Substitutes
  • 4.8 Assesment of Macroeconomic Factors on the Market

5 MARKET SIZE and GROWTH FORECASTS(VALUE)

  • 5.1 By Type
    • 5.1.1 Single-Phase Immersion Cooling System
    • 5.1.2 Two-Phase Immersion Cooling System
  • 5.2 By Cooling Fluid
    • 5.2.1 Mineral Oil
    • 5.2.2 De-ionized Water
    • 5.2.3 Fluorocarbon-based Fluids
    • 5.2.4 Synthetic Hydrocarbon Fluids
    • 5.2.5 Bio-based Fluids
  • 5.3 By Application
    • 5.3.1 High-Performance Computing (HPC)
    • 5.3.2 Edge Computing
    • 5.3.3 Artificial Intelligence and Machine Learning
    • 5.3.4 Cryptocurrency Mining
    • 5.3.5 Cloud and Hyperscale Data Centers
    • 5.3.6 Other Applications
  • 5.4 By Data Center Type
    • 5.4.1 Hyperscale/Self-Built
    • 5.4.2 Colocation / Wholesale
    • 5.4.3 Enterprise/Edge Data Centers
  • 5.5 By Geography (Value)
    • 5.5.1 North America
      • 5.5.1.1 United States
      • 5.5.1.2 Canada
      • 5.5.1.3 Mexico
    • 5.5.2 South America
      • 5.5.2.1 Brazil
      • 5.5.2.2 Argentina
      • 5.5.2.3 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 Rest of Europe
    • 5.5.4 Asia-Pacific
      • 5.5.4.1 China
      • 5.5.4.2 Japan
      • 5.5.4.3 India
      • 5.5.4.4 South Korea
      • 5.5.4.5 Australia and New Zealand
      • 5.5.4.6 Rest of Asia-Pacific
    • 5.5.5 Middle East and Africa
      • 5.5.5.1 Middle East
      • 5.5.5.1.1 United Arab Emirates
      • 5.5.5.1.2 Saudi Arabia
      • 5.5.5.1.3 Turkey
      • 5.5.5.1.4 Rest of Middle East
      • 5.5.5.2 Africa
      • 5.5.5.2.1 South Africa
      • 5.5.5.2.2 Egypt
      • 5.5.5.2.3 Nigeria
      • 5.5.5.2.4 Rest of Africa

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, and Recent Developments)
    • 6.4.1 Fujitsu Limited
    • 6.4.2 Green Revolution Cooling (GRC) Inc.
    • 6.4.3 Submer Technologies SL
    • 6.4.4 LiquidStack Inc.
    • 6.4.5 Asperitas
    • 6.4.6 LiquidCool Solutions
    • 6.4.7 Midas Green Technologies
    • 6.4.8 Iceotope Technologies Ltd.
    • 6.4.9 Wiwynn Corporation
    • 6.4.10 DCX Ltd.
    • 6.4.11 Dell Technologies
    • 6.4.12 Intel Corporation
    • 6.4.13 Schneider Electric SE
    • 6.4.14 Vertiv Holdings Co.
    • 6.4.15 NVIDIA Corporation
    • 6.4.16 Asetek A/S
    • 6.4.17 Shell plc (Immersion Cooling Fluids)
    • 6.4.18 Cargill Inc. (NatureCool)
    • 6.4.19 3M Company
    • 6.4.20 Chemours Company
    • 6.4.21 Molex LLC
    • 6.4.22 Hypertec Group
    • 6.4.23 Alibaba Cloud
    • 6.4.24 Tencent Cloud

7 MARKET OPPORTUNITIES and FUTURE OUTLOOK

  • 7.1 White-space and Unmet-need Assessment