다이렉트 칩 액체 냉각 시장 : 유형, 구성 요소, 락 밀도, 데이터센터 유형, 용도, 지역별 - 시장 규모, 업계 역학, 기회 분석 및 예측(2026-2035년)

The direct-to-chip liquid cooling market is expected to experience significant expansion over the coming years, driven by increasing demand for advanced thermal management solutions across data centers, high-performance computing (HPC), and artificial intelligence infrastructure. The market is estimated to reach approximately USD 3.5 billion in 2025 and is projected to grow to around USD 28.1 billion by 2035, representing a strong compound annual growth rate (CAGR) of 23.1% during the forecast period from 2026 to 2035.

The continued expansion of the global data center industry will remain a primary factor supporting market growth. Cloud service providers, hyperscale operators, and enterprise organizations are investing heavily in next-generation computing infrastructure to support increasing digital workloads, artificial intelligence applications, and data-intensive services. As server architectures become more powerful and rack-level power densities continue rising, conventional cooling approaches face growing limitations.

Noteworthy Market Developments

The direct-to-chip liquid cooling market is becoming increasingly competitive as data center operators, hyperscale cloud providers, and high-performance computing organizations seek advanced thermal management solutions to support rising processor power densities. CoolIT Systems has emerged as one of the leading companies in the direct-to-chip liquid cooling market, supported by extensive collaborations with major original equipment manufacturers (OEMs) such as Dell Technologies and Hewlett Packard Enterprise.

Vertiv has strengthened its position in the direct-to-chip cooling industry by expanding its thermal management portfolio and enhancing its capabilities following the acquisition of CoolTera. Motivair Corporation has developed a strong reputation within the high-performance computing (HPC) segment by delivering advanced liquid cooling technologies designed for demanding scientific, research, and industrial applications.

Boyd Corporation maintains a competitive position in the direct-to-chip liquid cooling market through its expertise in advanced materials science, thermal engineering, and precision manufacturing. ZutaCore has gained recognition through its focus on two-phase direct-to-chip liquid cooling technology, a rapidly expanding segment within the broader liquid cooling market.

Core Growth Drivers

The urgent need for improved energy efficiency and lower Power Usage Effectiveness (PUE) values has become a major factor accelerating growth in the direct-to-chip liquid cooling market. Data centers worldwide are facing increasing pressure to reduce electricity consumption, optimize operational efficiency, and meet sustainability targets as computing demand continues to expand. With artificial intelligence, cloud services, and high-performance computing workloads driving greater energy requirements, operators are prioritizing advanced cooling technologies that can reduce infrastructure power consumption while maintaining reliable performance.

Emerging Opportunity Trends

The rapid expansion of generative artificial intelligence (GenAI) and GPU-based computing infrastructure represents a significant emerging opportunity for growth in the direct-to-chip liquid cooling market. The increasing adoption of artificial intelligence, machine learning, large language models, and advanced data analytics is driving demand for highly powerful computing systems that require specialized thermal management solutions. Modern AI workloads depend heavily on dense GPU clusters and dedicated acceleration hardware, which generate substantially greater heat output compared with conventional enterprise computing environments.

Barriers to Optimization

Prohibitive upfront capital expenditure requirements and uncertainty surrounding return on investment (ROI) timelines may restrict the growth of the direct-to-chip liquid cooling market. Although direct-to-chip cooling provides significant long-term benefits through improved thermal efficiency, higher rack densities, and reduced cooling energy consumption, the initial investment required for transitioning from conventional air-cooled infrastructure can create financial challenges for many data center operators. Organizations must carefully evaluate the balance between immediate infrastructure costs and future operational savings before committing to large-scale deployments.

Detailed Market Segmentation

By type, single-phase direct-to-chip liquid cooling systems maintained the largest share of the global direct-to-chip liquid cooling market in the recent period. The strong market position of single-phase technology is primarily attributed to its proven performance, operational simplicity, and suitability for large-scale data center deployments. As organizations continue upgrading their server infrastructure to support artificial intelligence, cloud computing, and high-performance workloads, facility operators are increasingly selecting single-phase direct-to-chip cooling architectures as a practical and cost-effective thermal management solution.

By component, cold plates represented the dominant segment in the global direct-to-chip liquid cooling market throughout the previous year. The increasing adoption of high-performance computing infrastructure, artificial intelligence systems, and advanced data center architectures has significantly increased demand for efficient heat removal technologies. Cold plates serve as one of the most critical components in direct-to-chip liquid cooling systems because they establish direct thermal contact with high-power semiconductor devices and enable efficient transfer of heat away from processors and accelerators.

By rack density, server racks with power requirements exceeding 120 kilowatts currently represent the largest investment area within the global direct-to-chip liquid cooling market. The rapid growth of artificial intelligence, machine learning, and high-performance computing applications has significantly increased the amount of processing power required within modern data centers. As organizations deploy more advanced computing infrastructure, operators are increasingly moving toward extremely dense rack configurations that accommodate powerful processors, graphics processing units (GPUs), and specialized AI accelerators. These high-density environments create substantial thermal management challenges, driving greater demand for advanced liquid cooling solutions.

By data center type, hyperscale data centers represented the leading deployment segment in the global direct-to-chip liquid cooling market throughout the previous year. The rapid expansion of cloud computing, artificial intelligence, and large-scale digital services has encouraged major technology companies to develop massive computing campuses capable of handling continuously increasing volumes of data processing workloads. These hyperscale facilities are designed to support extensive infrastructure requirements, including thousands of servers operating at exceptionally high performance levels, making efficient thermal management a critical operational priority.

Segment Breakdown

By Type

• Single-Phase
• Two-Phase

By Component

• Hardware
• Cold Plates
• Coolant Distribution Units
• Manifolds & Piping
• Coolant
• Services

By Rack Density

• Up to 50 kW
• 50-120 kW
• Above 120 kW

By Data Center Type

• Hyperscale
• Colocation
• Enterprise
• Edge

By Application

• AI Training
• AI Inference
• HPC
• General Cloud

By Region

• North America
• The U.S.
• Canada
• Mexico
• Europe
• Western Europe
• The UK
• Germany
• France
• Italy
• Spain
• Rest of Western Europe
• Eastern Europe
• Poland
• Russia
• Rest of Eastern Europe
• Asia Pacific
• China
• India
• Japan
• Australia & New Zealand
• South Korea
• ASEAN
• Rest of Asia Pacific
• Middle East & Africa (MEA)
• Saudi Arabia
• South Africa
• UAE
• Rest of MEA
• South America
• Argentina
• Brazil
• Rest of South America

Geography Breakdown

• North America is expected to hold a dominant position in the global direct-to-chip liquid cooling market in 2026, driven by the region's rapid expansion of hyperscale cloud computing infrastructure and advanced data center deployments. The United States, in particular, has witnessed significant growth in large-scale cloud facilities operated by major technology companies, creating an urgent need for highly efficient thermal management solutions. As data centers continue to increase in size and computational capability, operators are investing heavily in next-generation cooling technologies that can support rising processing demands while improving energy efficiency and operational reliability.
• The rapid advancement of artificial intelligence development has become one of the strongest drivers accelerating the adoption of direct-to-chip liquid cooling systems across North America. Modern AI workloads require enormous computational power, leading to the deployment of high-performance servers equipped with increasingly powerful processors, graphics processing units, and specialized AI accelerators. These systems generate extremely high levels of heat within compact server environments, creating thermal challenges that conventional air-based cooling technologies are unable to effectively address.

Leading Market Participants

• Advanced Micro Devices, Inc.
• Asetek
• CoolIT Systems
• Chilldyne, Inc.
• Iceotope Technologies
• Fujitsu Ltd.
• LiquidStack
• JETCOOL Technologies Inc.
• Submer
• Schneider Electric
• ZutaCore
• Vertiv Holdings Co
• Other Prominent Players

Table of Content

Chapter 1. Executive Summary: Global Direct-to-Chip Liquid Cooling Market

Chapter 2. Research Methodology & Research Framework

• 2.1. Research Objective
• 2.2. Product Overview
• 2.3. Market Segmentation
• 2.4. Qualitative Research
  • 2.4.1. Primary & Secondary Sources
• 2.5. Quantitative Research
  • 2.5.1. Primary & Secondary Sources
• 2.6. Breakdown of Primary Research Respondents, By Region
• 2.7. Assumption for Study
• 2.8. Market Size Estimation
• 2.9. Data Triangulation

Chapter 3. Global Direct-to-Chip Liquid Cooling Market Overview

• 3.1. Industry Value Chain Analysis
  • 3.1.1. Cold-Plate, CDU & Thermal-Component Manufacturers
  • 3.1.2. Coolant / Dielectric-Fluid & Consumable Suppliers
  • 3.1.3. Server / GPU OEMs & Cooling-System Integrators
  • 3.1.4. Data Center Operators & Colocation Providers
  • 3.1.5. End Users (Hyperscale, Colocation, Enterprise, Edge)
• 3.2. Industry Outlook
  • 3.2.1. Overview of the Global Direct-to-Chip Liquid Cooling & Data-Center Thermal Industry
  • 3.2.2. Rising GPU TDP and AI Rack Densities Outpacing Air Cooling
  • 3.2.3. PUE / Water Mandates, Retrofit Economics & Two-Phase Adoption
• 3.3. PESTLE Analysis
• 3.4. Porter's Five Forces Analysis
  • 3.4.1. Bargaining Power of Suppliers
  • 3.4.2. Bargaining Power of Buyers
  • 3.4.3. Threat of Substitutes
  • 3.4.4. Threat of New Entrants
  • 3.4.5. Degree of Competition
• 3.5. Market Growth and Outlook
  • 3.5.1. Market Revenue Estimates and Forecast (US$ Mn), 2020-2035
  • 3.5.2. Price Trend Analysis, By Type

Chapter 4. Global Direct-to-Chip Liquid Cooling Market Analysis

• 4.1. Competition Dashboard
  • 4.1.1. Market Concentration Rate
  • 4.1.2. Company Market Share Analysis (Value %), 2025
  • 4.1.3. Competitor Mapping & Benchmarking

Chapter 5. Global Direct-to-Chip Liquid Cooling Market Analysis

• 5.1. Market Dynamics and Trends
  • 5.1.1. Growth Drivers
  • 5.1.2. Restraints
  • 5.1.3. Opportunity
  • 5.1.4. Key Trends
• 5.2. Market Size and Forecast, 2020-2035 (US$ Mn)
  • 5.2.1. By Type
    • 5.2.1.1. Key Insights
      • 5.2.1.1.1. Single-Phase
      • 5.2.1.1.2. Two-Phase
  • 5.2.2. By Component
    • 5.2.2.1. Key Insights
      • 5.2.2.1.1. Hardware
        • 5.2.2.1.1.1. Cold Plates
        • 5.2.2.1.1.2. Coolant Distribution Units
        • 5.2.2.1.1.3. Manifolds & Piping
      • 5.2.2.1.2. Coolant
      • 5.2.2.1.3. Services
  • 5.2.3. By Rack Density
    • 5.2.3.1. Key Insights
      • 5.2.3.1.1. Up to 50 kW
      • 5.2.3.1.2. 50-120 kW
      • 5.2.3.1.3. Above 120 kW
  • 5.2.4. By Data Center Type
    • 5.2.4.1. Key Insights
      • 5.2.4.1.1. Hyperscale
      • 5.2.4.1.2. Colocation
      • 5.2.4.1.3. Enterprise
      • 5.2.4.1.4. Edge
  • 5.2.5. By Application
    • 5.2.5.1. Key Insights
      • 5.2.5.1.1. AI Training
      • 5.2.5.1.2. AI Inference
      • 5.2.5.1.3. HPC
      • 5.2.5.1.4. General Cloud
  • 5.2.6. By Region
    • 5.2.6.1. Key Insights
      • 5.2.6.1.1. North America
        • 5.2.6.1.1.1. The U.S.
        • 5.2.6.1.1.2. Canada
        • 5.2.6.1.1.3. Mexico
      • 5.2.6.1.2. Europe
        • 5.2.6.1.2.1. Western Europe
          • 5.2.6.1.2.1.1. The UK
          • 5.2.6.1.2.1.2. Germany
          • 5.2.6.1.2.1.3. France
          • 5.2.6.1.2.1.4. Italy
          • 5.2.6.1.2.1.5. Spain
          • 5.2.6.1.2.1.6. Rest of Western Europe
        • 5.2.6.1.2.2. Eastern Europe
          • 5.2.6.1.2.2.1. Poland
          • 5.2.6.1.2.2.2. Russia
          • 5.2.6.1.2.2.3. Rest of Eastern Europe
      • 5.2.6.1.3. Asia Pacific
        • 5.2.6.1.3.1. China
        • 5.2.6.1.3.2. India
        • 5.2.6.1.3.3. Japan
        • 5.2.6.1.3.4. Australia & New Zealand
        • 5.2.6.1.3.5. South Korea
        • 5.2.6.1.3.6. ASEAN
        • 5.2.6.1.3.7. Rest of Asia Pacific
      • 5.2.6.1.4. Middle East & Africa (MEA)
        • 5.2.6.1.4.1. Saudi Arabia
        • 5.2.6.1.4.2. South Africa
        • 5.2.6.1.4.3. UAE
        • 5.2.6.1.4.4. Rest of MEA
      • 5.2.6.1.5. South America
        • 5.2.6.1.5.1. Argentina
        • 5.2.6.1.5.2. Brazil
        • 5.2.6.1.5.3. Rest of South America

Chapter 6. North America Market Analysis

• 6.1. Market Dynamics and Trends
  • 6.1.1. Growth Drivers
  • 6.1.2. Restraints
  • 6.1.3. Opportunity
  • 6.1.4. Key Trends
• 6.2. Market Size and Forecast, 2020-2035 (US$ Mn)
  • 6.2.1. Key Insights
    • 6.2.1.1. By Type
    • 6.2.1.2. By Component
    • 6.2.1.3. By Rack Density
    • 6.2.1.4. By Data Center Type
    • 6.2.1.5. By Application
    • 6.2.1.6. By Country

Chapter 7. Europe Market Analysis

• 7.1. Market Dynamics and Trends
  • 7.1.1. Growth Drivers
  • 7.1.2. Restraints
  • 7.1.3. Opportunity
  • 7.1.4. Key Trends
• 7.2. Market Size and Forecast, 2020-2035 (US$ Mn)
  • 7.2.1. Key Insights
    • 7.2.1.1. By Type
    • 7.2.1.2. By Component
    • 7.2.1.3. By Rack Density
    • 7.2.1.4. By Data Center Type
    • 7.2.1.5. By Application
    • 7.2.1.6. By Country

Chapter 8. Asia Pacific Market Analysis

• 8.1. Market Dynamics and Trends
  • 8.1.1. Growth Drivers
  • 8.1.2. Restraints
  • 8.1.3. Opportunity
  • 8.1.4. Key Trends
• 8.2. Market Size and Forecast, 2020-2035 (US$ Mn)
  • 8.2.1. Key Insights
    • 8.2.1.1. By Type
    • 8.2.1.2. By Component
    • 8.2.1.3. By Rack Density
    • 8.2.1.4. By Data Center Type
    • 8.2.1.5. By Application
    • 8.2.1.6. By Country

Chapter 9. Middle East & Africa Market Analysis

• 9.1. Market Dynamics and Trends
  • 9.1.1. Growth Drivers
  • 9.1.2. Restraints
  • 9.1.3. Opportunity
  • 9.1.4. Key Trends
• 9.2. Market Size and Forecast, 2020-2035 (US$ Mn)
  • 9.2.1. Key Insights
    • 9.2.1.1. By Type
    • 9.2.1.2. By Component
    • 9.2.1.3. By Rack Density
    • 9.2.1.4. By Data Center Type
    • 9.2.1.5. By Application
    • 9.2.1.6. By Country

Chapter 10. South America Market Analysis

• 10.1. Market Dynamics and Trends
  • 10.1.1. Growth Drivers
  • 10.1.2. Restraints
  • 10.1.3. Opportunity
  • 10.1.4. Key Trends
• 10.2. Market Size and Forecast, 2020-2035 (US$ Mn)
  • 10.2.1. Key Insights
    • 10.2.1.1. By Type
    • 10.2.1.2. By Component
    • 10.2.1.3. By Rack Density
    • 10.2.1.4. By Data Center Type
    • 10.2.1.5. By Application
    • 10.2.1.6. By Country

Chapter 11. Company Profile (Company Overview, Financial Matrix, Key Product landscape, Key Personnel, Key Competitors, Contact Address, and Business Strategy Outlook)

• 11.1. Advanced Micro Devices, Inc.
• 11.2. Asetek
• 11.3. CoolIT Systems
• 11.4. Chilldyne, Inc.
• 11.5. Iceotope Technologies
• 11.6. Fujitsu Ltd.
• 11.7. LiquidStack
• 11.8. JETCOOL Technologies Inc.
• 11.9. Submer
• 11.10. Schneider Electric
• 11.11. ZutaCore
• 11.12. Vertiv Holdings Co
• 11.13. Other Prominent Players

Chapter 12. Annexure

• 12.1. List of Secondary Sources
• 12.2. Key Country Markets- Macro Economic Outlook/Indicators