데이터센터 액체 냉각 시장 예측(-2030년) : 구성요소별, 냉각 유형별, 최종 사용자별, 지역별 분석

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.

Market Dynamics:

Driver:

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.

Restraint:

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.

Opportunity:

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.

Threat:

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.

Covid-19 Impact:

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.

Region with largest share:

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.

Region with highest CAGR:

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.

Key Developments:

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.

Components Covered:

• Direct Liquid Cooling
• Indirect Liquid Cooling

Cooling Types Covered:

• Cold Plate Liquid Cooling
• Spray Liquid Cooling
• Immersion Liquid Cooling

End Users Covered:

• Government and Defense
• Healthcare
• Media and Entertainment
• Telecom & IT
• Banking, Financial Services and Insurance
• Cloud Providers
• Hyper Scale Data Centres
• Colocation Providers
• Other End Users

Regions Covered:

• North America
  • US
  • Canada
  • Mexico
• Europe
  • Germany
  • UK
  • Italy
  • France
  • Spain
  • Rest of Europe
• Asia Pacific
  • Japan
  • China
  • India
  • Australia
  • New Zealand
  • South Korea
  • Rest of Asia Pacific
• South America
  • Argentina
  • Brazil
  • Chile
  • Rest of South America
• Middle East & Africa
  • Saudi Arabia
  • UAE
  • Qatar
  • South Africa
  • Rest of Middle East & Africa

What our report offers:

• Market share assessments for the regional and country-level segments
• Strategic recommendations for the new entrants
• Covers Market data for the years 2022, 2023, 2024, 2026, and 2030
• Market Trends (Drivers, Constraints, Opportunities, Threats, Challenges, Investment Opportunities, and recommendations)
• Strategic recommendations in key business segments based on the market estimations
• Competitive landscaping mapping the key common trends
• Company profiling with detailed strategies, financials, and recent developments
• Supply chain trends mapping the latest technological advancements

Free Customization Offerings:

All the customers of this report will be entitled to receive one of the following free customization options:

• Company Profiling
  • Comprehensive profiling of additional market players (up to 3)
  • SWOT Analysis of key players (up to 3)
• Regional Segmentation
  • Market estimations, Forecasts and CAGR of any prominent country as per the client's interest (Note: Depends on feasibility check)
• Competitive Benchmarking
  • Benchmarking of key players based on product portfolio, geographical presence, and strategic alliances

Table of Contents

1 Executive Summary

2 Preface

• 2.1 Abstract
• 2.2 Stake Holders
• 2.3 Research Scope
• 2.4 Research Methodology
  • 2.4.1 Data Mining
  • 2.4.2 Data Analysis
  • 2.4.3 Data Validation
  • 2.4.4 Research Approach
• 2.5 Research Sources
  • 2.5.1 Primary Research Sources
  • 2.5.2 Secondary Research Sources
  • 2.5.3 Assumptions

3 Market Trend Analysis

• 3.1 Introduction
• 3.2 Drivers
• 3.3 Restraints
• 3.4 Opportunities
• 3.5 Threats
• 3.6 End User Analysis
• 3.7 Emerging Markets
• 3.8 Impact of Covid-19

4 Porters Five Force Analysis

• 4.1 Bargaining power of suppliers
• 4.2 Bargaining power of buyers
• 4.3 Threat of substitutes
• 4.4 Threat of new entrants
• 4.5 Competitive rivalry

5 Global Data Center Liquid Cooling Market, By Component

• 5.1 Introduction
• 5.2 Direct Liquid Cooling
• 5.3 Indirect Liquid Cooling

6 Global Data Center Liquid Cooling Market, By Cooling Type

• 6.1 Introduction
• 6.2 Cold Plate Liquid Cooling
• 6.3 Spray Liquid Cooling
• 6.4 Immersion Liquid Cooling

7 Global Data Center Liquid Cooling Market, By End User

• 7.1 Introduction
• 7.2 Government and Defense
• 7.3 Healthcare
• 7.4 Media and Entertainment
• 7.5 Telecom & IT
• 7.6 Banking, Financial Services and Insurance
• 7.7 Cloud Providers
• 7.8 Hyper Scale Data Centres
• 7.9 Colocation Providers
• 7.10 Other End Users

8 Global Data Center Liquid Cooling Market, By Geography

• 8.1 Introduction
• 8.2 North America
  • 8.2.1 US
  • 8.2.2 Canada
  • 8.2.3 Mexico
• 8.3 Europe
  • 8.3.1 Germany
  • 8.3.2 UK
  • 8.3.3 Italy
  • 8.3.4 France
  • 8.3.5 Spain
  • 8.3.6 Rest of Europe
• 8.4 Asia Pacific
  • 8.4.1 Japan
  • 8.4.2 China
  • 8.4.3 India
  • 8.4.4 Australia
  • 8.4.5 New Zealand
  • 8.4.6 South Korea
  • 8.4.7 Rest of Asia Pacific
• 8.5 South America
  • 8.5.1 Argentina
  • 8.5.2 Brazil
  • 8.5.3 Chile
  • 8.5.4 Rest of South America
• 8.6 Middle East & Africa
  • 8.6.1 Saudi Arabia
  • 8.6.2 UAE
  • 8.6.3 Qatar
  • 8.6.4 South Africa
  • 8.6.5 Rest of Middle East & Africa

9 Key Developments

• 9.1 Agreements, Partnerships, Collaborations and Joint Ventures
• 9.2 Acquisitions & Mergers
• 9.3 New Product Launch
• 9.4 Expansions
• 9.5 Other Key Strategies

10 Company Profiling

• 10.1 Airedale International Air Conditioning Ltd
• 10.2 Allied Control Ltd
• 10.3 Aquila Group
• 10.4 Dell Technologies Inc
• 10.5 Delta Electronics, Inc
• 10.6 Fujitsu Ltd
• 10.7 Iceotope Technologies Ltd
• 10.8 International Business Machines Corporation
• 10.9 Lenovo Group
• 10.10 Munters Group AB
• 10.11 Nortek Air Solutions
• 10.12 Rittal GmbH & Co. KG
• 10.13 Schneider Electric SE
• 10.14 Submer Technologies