Focusing on the outlet, the communication industry accelerates the green transformation, and liquid

Mondo Finance Updated on 2024-01-30

China Business Intelligence Network News: Liquid-cooled server refers to a kind of server in which liquid is injected into the server and the heat dissipation of the server is taken away through cold and hot exchange. As the data center industry accelerates the green and low-carbon transformation, liquid cooling technology with higher heat dissipation efficiency is expected to be quickly introduced into data center construction, and the liquid cooling server market is facing development opportunities.

First, the development status of the liquid-cooled server industry

1.Number of green data centers

In recent years, the construction of digital ecological civilization has promoted green and low-carbon development. According to the "2022-2027 China Data Center Construction Market Demand** and Development Trend Prospect Report" released by the China Business Industry Research Institute, the number of green data centers in China has continued to grow, and by the end of 2022, China has built a total of 153 national green data centers, an increase of 44 from the end of the previous year.

Data**: Digital China Development Report (2022), compiled by China Business Industry Research Institute.

2.Liquid-cooled server market size

The strong momentum of artificial intelligence and the strong demand for computing power are driving liquid-cooled servers to become "just-in-demand" hardware. According to the "China Semi-Annual Liquid Cooled Server Market (Second Half of 2022) Tracking" report released by IDC, the scale of China's liquid cooled server market will reach 7.3 billion yuan in 2022, a year-on-year increase of 1899%。IDC predicts that China's liquid-cooled server market will grow at a compound annual growth rate of 56 from 2022 to 20276%, and the market size will reach 68.2 billion yuan in 2027.

Data**: Compiled by IDC and China Business Industry Research Institute.

3.Market structure for liquid cooling technology

Liquid cooling is a cooling method that uses liquid as a refrigerant to transfer the heat generated by the internal components of the IT equipment in the data center to the outside of the equipment, so that the heating parts of the IT equipment are cooled to ensure that the IT equipment operates within a safe temperature range. There are three main types of liquid cooling technologies: cold plate liquid cooling, immersion liquid cooling and spray liquid cooling. Among them, cold plate liquid cooling technology was developed earlier, and it is one of the liquid cooling solutions with the highest maturity, the most industry layout and the most widely used, accounting for about 65% of the market in 2022.

Data**: CCID Consulting, China Business Industry Research Institute.

4.Competitive landscape for liquid-cooled servers

China's liquid-cooled server market is still in its early stages of development, and although it has been used many years ago, it is more concentrated in a few hyperscale Internet companies and national education and research projects. At present, the competition pattern of the liquid-cooled server market is relatively concentrated, and from the perspective of manufacturers' sales, Inspur, Super Fusion, and Ningchang rank among the top three, accounting for about 70% of China's liquid-cooled server market.

Data**: Compiled by IDC and China Business Industry Research Institute.

5.Downstream applications for liquid-cooled servers

According to the "Liquid Cooling Technology of Telecom Operators", more than 50% of data center projects will apply liquid cooling technology in 2025. From the perspective of demand, liquid cooling is used in the supercomputing industry, and the demand for Internet, finance and telecommunications industries will grow rapidly, and it is expected that the proportion of liquid-cooled data centers in the Internet industry will reach 24 in 20250%, and the financial industry accounted for 250%, the telecommunications industry accounted for 230%, the energy industry accounted for 105%, the demand of biological, medical and government affairs industries will accelerate the integration into the new business format of general data center.

Data**: Compiled by China Business Industry Research Institute.

6.The layout of the enterprise

The development of domestic liquid-cooled server technology is becoming more and more mature, and there are currently many companies that have laid out the liquid-cooled server market, including: Sugon, Huawei, Alibaba Cloud, Lenovo, Inspur Information, etc. The details are shown in the figure:

Source**: Compiled by China Business Industry Research Institute.

Second, the development prospect of the liquid-cooled server industry

1.Policies support the development of the industry

After years of testing and application, liquid cooling technology is now relatively mature. In recent years, China's liquid-cooled server-related industries have been highly valued at all levels and supported by national industrial policies, and the state has successively issued a number of policies such as the "Green Data Center Procurement Demand Standard (Trial)" and the "Implementation Plan for the Computing Hub of the National Integrated Big Data Center Collaborative Innovation System" to encourage the development and innovation of the liquid-cooled server industry, including AI servers.

Source**: Compiled by China Business Industry Research Institute.

2.Downstream demand drives the industry

With the promotion of cloud computing and big data services, the amount of data has grown explosively, and a large amount of computing power has put forward higher and higher requirements for the single scale of data centers and the computing power carried by servers, and traditional heat dissipation methods have begun to be inadequate. With the increase of heat dissipation requirements, liquid cooling will become one of the mainstream heat dissipation technologies for data centers in the future, and the market demand for liquid cooling will gradually increase.

3.Mature technology is conducive to the development of the industry

Liquid cooling technology has high heat dissipation efficiency, high stability and a wider range of applications, which can make up for the shortcomings of air cooling technology. The application of liquid cooling technology can not only improve heat dissipation efficiency, but also reduce the energy consumption and carbon emissions of data centers, which can be reduced by more than 40% and 90%, respectively. With the maturity of liquid cooling technology, the success of a large number of cases, the improvement of chip power consumption, and the increasingly stringent national requirements for PUE, the liquid cooling server market has broad prospects.

For more information, please refer to the "Research Report on China's Liquid Cooling Server Market Prospects and Investment Opportunities" released by the China Commercial Industry Research Institute, and the China Commercial Industry Research Institute also provides industrial big data, industrial intelligence, industrial reports, industry feasibility research reports, investigation and evaluation, industrial planning, park planning, industrial chain investment map, industrial investment guidelines, project packaging planning, industrial investment promotion & promotion meetings and other consulting services.

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