データセンターの液体冷却の世界市場

データセンターの液体冷却の世界市場は2030年までに95億米ドルに到達

2023年に26億米ドルと推定されるデータセンターの液体冷却の世界市場は、2023年から2030年にかけてCAGR 20.3%で成長し、2030年には95億米ドルに達すると予測されます。本レポートで分析したセグメントの1つであるテレコムアプリケーションは、CAGR 21.1％を記録し、分析期間終了時には29億米ドルに達すると予測されます。小売アプリケーション分野の成長率は、分析期間のCAGRで13.9％と推定されます。

米国市場は6億9,650万米ドルと推定、中国はCAGR18.9％で成長予測

米国のデータセンターの液体冷却市場は、2023年に6億9,650万米ドルと推定されます。世界第2位の経済大国である中国は、2030年までに14億米ドルの市場規模に達すると予測され、分析期間2023-2030年のCAGRは18.9%です。その他の注目すべき地域別市場としては、日本とカナダがあり、分析期間中のCAGRはそれぞれ18.5％と17.3％と予測されています。欧州では、ドイツがCAGR約14.4%で成長すると予測されています。

世界のデータセンターの液体冷却市場動向と促進要因まとめ

データセンターの液体冷却とは何か、冷却ソリューションをどのように変革するか？

データセンターの液体冷却は、データセンターの熱管理システムの効率と効果を高めるために設計された最先端技術です。従来の空冷とは異なり、液冷は導電性の冷却液を使用し、CPU、GPU、メモリモジュールなどの重要なコンポーネントから直接熱を吸収・放散します。この方式は、空気よりも熱伝導効率が大幅に高いため、オーバーヒートのリスクを負うことなく、コンポーネントを密に配置し、性能密度を高めることができます。液冷システムは、熱を発生するコンポーネントの上に冷却液を直接循環させるダイレクト・ツー・チップ冷却や、サーバー全体を非導電性の液体に浸す完全液浸冷却など、いくつかの形態で実装することができます。これらのシステムは、優れた冷却機能を提供するだけでなく、大規模な冷却オペレーションに伴うエネルギー消費を大幅に削減し、最新のデータセンターの持続可能性目標をサポートします。

なぜ従来の冷却方法では今日のデータセンターには不十分なのか？

データセンターが大規模化・複雑化するにつれ、従来の空冷方式ではますます不十分になってきています。特に、最新の高密度サーバーやネットワーク機器から発生する熱は、空気だけでは除熱能力を超えるため、空冷の限界は明らかです。空冷システムは、ダクトやエアフローのために大きなスペースを必要とするため、データセンターの物理的な設置密度が制限される可能性があります。さらに、大型の空調装置とそれに付随する換気システムにかかるエネルギーコストは、法外に高くつくこともあります。これらの要因により、物理的な設置面積が小さく、エネルギー消費量を抑えながら熱負荷をより効率的に管理できる液冷ソリューションへの関心が高まっています。

液冷はデータセンターの革新と効率化にどのように貢献するか？

液冷は、次世代データセンターにおける熱管理の課題に取り組むために設計された技術革新の最前線にあります。空気中に拡散する前にコンポーネントから直接熱を吸収することで、液冷は熱抵抗を最小限に抑え、熱伝達効率を最大化します。この直接的な冷却アプローチにより、データセンターは、パフォーマンスを低下させハードウェアの故障につながるサーマルスロットリングのリスクを負うことなく、より高密度での運用が可能になります。さらに、液冷システムの導入により、データセンターで最も電力を消費する従来のHVACシステムへの依存度を劇的に減らすことができます。エネルギーの節約は、運用コストの削減だけでなく、二酸化炭素排出量の大幅な削減にもつながるため、液冷はより持続可能なデータセンター運用を推進する上で重要な要素となっています。

データセンターの液体冷却市場の成長の原動力は？

データセンターの液体冷却市場の成長の原動力となる要因はいくつかあるが、特にデータセンターにおけるデータ処理能力の向上とエネルギー効率の改善に対する需要の高まりが大きいです。企業やサービスプロバイダーは、クラウドサービス、人工知能、ビッグデータ分析に対する需要の高まりに対応するため、データ運用の規模を拡大し続けており、高温でも効率的に動作する高密度構成の必要性が高まっています。液冷ソリューションは、より効率的な熱管理を可能にし、熱的な妥協なしにコンポーネントの間隔を狭めることを可能にすることで、これらの要件に直接対応します。さらに、IT運用の持続可能性へのシフトにより、データセンターはエネルギー消費と環境への影響を低減する、より環境に優しい技術の採用を求められています。また、中断のない高速デジタルサービスを求める消費者の期待も、システムの信頼性と稼働時間を確保するため、より効率的な冷却技術の導入を必要としています。こうした技術的、経済的、環境的促進要因が液冷市場の拡大を後押ししており、最新のデータセンターの進化において液冷が不可欠な役割を担っていることが明らかになっています。

調査対象企業の例（全12件）

• Allied Control Ltd.
• Asetek A/S
• Emerson Electric Company
• Green Revolution Cooling Inc.（GRC）
• Horizon Computing Solutions
• IBM Corporation
• Midas Green Technologies, LLC.
• Rittal GmbH & Co. KG
• Schneider Electric SA

目次

第1章 調査手法

第2章 エグゼクティブサマリー

• 市場概要
• 主要企業
• 市場動向と促進要因
• 世界市場の見通し

第3章 市場分析

• 米国
• カナダ
• 日本
• 中国
• 欧州
• フランス
• ドイツ
• イタリア
• 英国
• その他欧州
• アジア太平洋
• その他の地域

第4章 競合

Global Data Center Liquid Cooling Market to Reach US$9.5 Billion by 2030

The global market for Data Center Liquid Cooling estimated at US$2.6 Billion in the year 2023, is expected to reach US$9.5 Billion by 2030, growing at a CAGR of 20.3% over the analysis period 2023-2030. Telecom Application, one of the segments analyzed in the report, is expected to record a 21.1% CAGR and reach US$2.9 Billion by the end of the analysis period. Growth in the Retail Application segment is estimated at 13.9% CAGR over the analysis period.

The U.S. Market is Estimated at US$696.5 Million While China is Forecast to Grow at 18.9% CAGR

The Data Center Liquid Cooling market in the U.S. is estimated at US$696.5 Million in the year 2023. China, the world's second largest economy, is forecast to reach a projected market size of US$1.4 Billion by the year 2030 trailing a CAGR of 18.9% over the analysis period 2023-2030. Among the other noteworthy geographic markets are Japan and Canada, each forecast to grow at a CAGR of 18.5% and 17.3% respectively over the analysis period. Within Europe, Germany is forecast to grow at approximately 14.4% CAGR.

Global Data Center Liquid Cooling Market - Key Trends and Drivers Summarized

What Is Data Center Liquid Cooling and How Does It Transform Cooling Solutions?

Data center liquid cooling is a cutting-edge technology designed to enhance the efficiency and effectiveness of heat management systems in data centers. Unlike traditional air cooling, liquid cooling uses conductive cooling fluids to directly absorb and dissipate heat from critical components such as CPUs, GPUs, and memory modules. This method is significantly more efficient at transferring heat than air, allowing for closer component packing and higher performance densities without the risk of overheating. Liquid cooling systems can be implemented in several forms, including direct-to-chip cooling, where coolant is circulated directly over the heat-generating components, and full immersion cooling, where entire servers are submerged in non-conductive liquids. These systems not only provide superior cooling capabilities but also significantly reduce the energy consumption associated with large-scale cooling operations, thereby supporting the sustainability goals of modern data centers.

Why Are Traditional Cooling Methods Inadequate for Today's Data Centers?

As data centers grow in size and complexity, traditional air-based cooling methods are becoming increasingly inadequate. The limitations of air cooling are particularly evident as the heat generated by modern high-density servers and networking equipment surpasses the heat removal capabilities of air alone. Air systems require significant amounts of space for ductwork and airflow, which can limit the physical density of data center installations. Additionally, the energy cost of powering large air conditioning units and the associated ventilation systems can be prohibitively expensive. These factors contribute to a growing interest in liquid cooling solutions, which can more efficiently manage the thermal load with a smaller physical footprint and lower energy consumption.

How Does Liquid Cooling Contribute to Data Center Innovation and Efficiency?

Liquid cooling is at the forefront of innovations designed to tackle the thermal management challenges in next-generation data centers. By directly absorbing heat from components before it disperses into the air, liquid cooling minimizes the thermal resistance and maximizes heat transfer efficiency. This direct cooling approach allows data centers to operate at higher densities without the risk of thermal throttling, which can degrade performance and lead to hardware failure. Moreover, the implementation of liquid cooling systems can lead to a dramatic reduction in the reliance on traditional HVAC systems, which are among the largest consumers of power in data centers. The energy saved translates not only to lower operational costs but also to a much-reduced carbon footprint, making liquid cooling a key component in the push towards more sustainable data center operations.

What Drives the Growth in the Data Center Liquid Cooling Market?

The growth in the data center liquid cooling market is driven by several factors, crucially the escalating demand for greater data processing capabilities and increased energy efficiency in data centers. As enterprises and service providers continue to scale up their data operations to support growing demands for cloud services, artificial intelligence, and big data analytics, the need for high-density configurations that can operate efficiently at elevated temperatures becomes imperative. Liquid cooling solutions address these requirements directly by enabling more efficient heat management and allowing for closer component spacing without thermal compromise. Additionally, the shift towards sustainability in IT operations is prompting data centers to adopt greener technologies that reduce energy consumption and environmental impact. Consumer expectations for uninterrupted, high-speed digital services also necessitate the deployment of more efficient cooling technologies to ensure system reliability and uptime. These technological, economic, and environmental drivers collectively fuel the expansion of the liquid cooling market, underscoring its essential role in the evolution of modern data centers.

Select Competitors (Total 12 Featured) -

• Allied Control Ltd.
• Asetek A/S
• Emerson Electric Company
• Green Revolution Cooling Inc. (GRC)
• Horizon Computing Solutions
• IBM Corporation
• Midas Green Technologies, LLC.
• Rittal GmbH & Co. KG
• Schneider Electric SA

TABLE OF CONTENTS

I. METHODOLOGY

II. EXECUTIVE SUMMARY

• 1. MARKET OVERVIEW
  • Influencer Market Insights
  • Data Center Liquid Cooling - Global Key Competitors Percentage Market Share in 2024 (E)
  • Competitive Market Presence - Strong/Active/Niche/Trivial for Players Worldwide in 2024 (E)
  • Global Economic Update
• 2. FOCUS ON SELECT PLAYERS
• 3. MARKET TRENDS & DRIVERS
  • Rising Power Density in Data Centers Drives Adoption of Liquid Cooling Solutions
  • Growing Emphasis on Energy Efficiency and Sustainability Propels Liquid Cooling Market
  • Increasing Heat Management Challenges Strengthen Business Case for Liquid Cooling
  • Expansion of High-Performance Computing (HPC) Data Centers Spurs Demand for Liquid Cooling
  • Rising Adoption of Edge Computing Deployments Bodes Well for Localized Liquid Cooling Solutions
  • Technological Advancements in Liquid Cooling Systems Propel Market Growth
  • Integration of IoT in Data Centers Sets the Stage for Innovative Liquid Cooling Solutions
  • Trend Towards Immersion Cooling in Data Centers Expands Market Opportunities
  • Growing Demand for Modular Data Centers Drives Adoption of Scalable Liquid Cooling Solutions
• 4. GLOBAL MARKET PERSPECTIVE
  • TABLE 1: World Recent Past, Current & Future Analysis for BFSI by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World Markets - Independent Analysis of Annual Sales in US$ Thousand for Years 2023 through 2030 and % CAGR
  • TABLE 2: World 7-Year Perspective for BFSI by Geographic Region - Percentage Breakdown of Value Sales for USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World for Years 2024 & 2030
  • TABLE 3: World Recent Past, Current & Future Analysis for Telecom by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World Markets - Independent Analysis of Annual Sales in US$ Thousand for Years 2023 through 2030 and % CAGR
  • TABLE 4: World 7-Year Perspective for Telecom by Geographic Region - Percentage Breakdown of Value Sales for USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World for Years 2024 & 2030
  • TABLE 5: World Recent Past, Current & Future Analysis for IT by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World Markets - Independent Analysis of Annual Sales in US$ Thousand for Years 2023 through 2030 and % CAGR
  • TABLE 6: World 7-Year Perspective for IT by Geographic Region - Percentage Breakdown of Value Sales for USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World for Years 2024 & 2030
  • TABLE 7: World Recent Past, Current & Future Analysis for Healthcare by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World Markets - Independent Analysis of Annual Sales in US$ Thousand for Years 2023 through 2030 and % CAGR
  • TABLE 8: World 7-Year Perspective for Healthcare by Geographic Region - Percentage Breakdown of Value Sales for USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World for Years 2024 & 2030
  • TABLE 9: World Recent Past, Current & Future Analysis for Retail by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World Markets - Independent Analysis of Annual Sales in US$ Thousand for Years 2023 through 2030 and % CAGR
  • TABLE 10: World 7-Year Perspective for Retail by Geographic Region - Percentage Breakdown of Value Sales for USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World for Years 2024 & 2030
  • TABLE 11: World Recent Past, Current & Future Analysis for Energy by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World Markets - Independent Analysis of Annual Sales in US$ Thousand for Years 2023 through 2030 and % CAGR
  • TABLE 12: World 7-Year Perspective for Energy by Geographic Region - Percentage Breakdown of Value Sales for USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World for Years 2024 & 2030
  • TABLE 13: World Recent Past, Current & Future Analysis for Other Applications by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World Markets - Independent Analysis of Annual Sales in US$ Thousand for Years 2023 through 2030 and % CAGR
  • TABLE 14: World 7-Year Perspective for Other Applications by Geographic Region - Percentage Breakdown of Value Sales for USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World for Years 2024 & 2030
  • TABLE 15: World Data Center Liquid Cooling Market Analysis of Annual Sales in US$ Thousand for Years 2014 through 2030
  • TABLE 16: World Recent Past, Current & Future Analysis for Data Center Liquid Cooling by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World Markets - Independent Analysis of Annual Sales in US$ Thousand for Years 2023 through 2030 and % CAGR
  • TABLE 17: World 7-Year Perspective for Data Center Liquid Cooling by Geographic Region - Percentage Breakdown of Value Sales for USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World Markets for Years 2024 & 2030

III. MARKET ANALYSIS

• UNITED STATES
  • Data Center Liquid Cooling Market Presence - Strong/Active/Niche/Trivial - Key Competitors in the United States for 2024 (E)
  • TABLE 18: USA Recent Past, Current & Future Analysis for Data Center Liquid Cooling by Application - Telecom, Retail, IT, BFSI, Healthcare, Energy and Other Applications - Independent Analysis of Annual Sales in US$ Thousand for the Years 2023 through 2030 and % CAGR
  • TABLE 19: USA 7-Year Perspective for Data Center Liquid Cooling by Application - Percentage Breakdown of Value Sales for Telecom, Retail, IT, BFSI, Healthcare, Energy and Other Applications for the Years 2024 & 2030
• CANADA
  • TABLE 20: Canada Recent Past, Current & Future Analysis for Data Center Liquid Cooling by Application - Telecom, Retail, IT, BFSI, Healthcare, Energy and Other Applications - Independent Analysis of Annual Sales in US$ Thousand for the Years 2023 through 2030 and % CAGR
  • TABLE 21: Canada 7-Year Perspective for Data Center Liquid Cooling by Application - Percentage Breakdown of Value Sales for Telecom, Retail, IT, BFSI, Healthcare, Energy and Other Applications for the Years 2024 & 2030
• JAPAN
  • Data Center Liquid Cooling Market Presence - Strong/Active/Niche/Trivial - Key Competitors in Japan for 2024 (E)
  • TABLE 22: Japan Recent Past, Current & Future Analysis for Data Center Liquid Cooling by Application - Telecom, Retail, IT, BFSI, Healthcare, Energy and Other Applications - Independent Analysis of Annual Sales in US$ Thousand for the Years 2023 through 2030 and % CAGR
  • TABLE 23: Japan 7-Year Perspective for Data Center Liquid Cooling by Application - Percentage Breakdown of Value Sales for Telecom, Retail, IT, BFSI, Healthcare, Energy and Other Applications for the Years 2024 & 2030
• CHINA
  • Data Center Liquid Cooling Market Presence - Strong/Active/Niche/Trivial - Key Competitors in China for 2024 (E)
  • TABLE 24: China Recent Past, Current & Future Analysis for Data Center Liquid Cooling by Application - Telecom, Retail, IT, BFSI, Healthcare, Energy and Other Applications - Independent Analysis of Annual Sales in US$ Thousand for the Years 2023 through 2030 and % CAGR
  • TABLE 25: China 7-Year Perspective for Data Center Liquid Cooling by Application - Percentage Breakdown of Value Sales for Telecom, Retail, IT, BFSI, Healthcare, Energy and Other Applications for the Years 2024 & 2030
• EUROPE
  • Data Center Liquid Cooling Market Presence - Strong/Active/Niche/Trivial - Key Competitors in Europe for 2024 (E)
  • TABLE 26: Europe Recent Past, Current & Future Analysis for Data Center Liquid Cooling by Application - Telecom, Retail, IT, BFSI, Healthcare, Energy and Other Applications - Independent Analysis of Annual Sales in US$ Thousand for the Years 2023 through 2030 and % CAGR
  • TABLE 27: Europe 7-Year Perspective for Data Center Liquid Cooling by Application - Percentage Breakdown of Value Sales for Telecom, Retail, IT, BFSI, Healthcare, Energy and Other Applications for the Years 2024 & 2030
  • TABLE 28: Europe Recent Past, Current & Future Analysis for Data Center Liquid Cooling by Geographic Region - France, Germany, Italy, UK and Rest of Europe Markets - Independent Analysis of Annual Sales in US$ Thousand for Years 2023 through 2030 and % CAGR
  • TABLE 29: Europe 7-Year Perspective for Data Center Liquid Cooling by Geographic Region - Percentage Breakdown of Value Sales for France, Germany, Italy, UK and Rest of Europe Markets for Years 2024 & 2030
• FRANCE
  • Data Center Liquid Cooling Market Presence - Strong/Active/Niche/Trivial - Key Competitors in France for 2024 (E)
  • TABLE 30: France Recent Past, Current & Future Analysis for Data Center Liquid Cooling by Application - Telecom, Retail, IT, BFSI, Healthcare, Energy and Other Applications - Independent Analysis of Annual Sales in US$ Thousand for the Years 2023 through 2030 and % CAGR
  • TABLE 31: France 7-Year Perspective for Data Center Liquid Cooling by Application - Percentage Breakdown of Value Sales for Telecom, Retail, IT, BFSI, Healthcare, Energy and Other Applications for the Years 2024 & 2030
• GERMANY
  • Data Center Liquid Cooling Market Presence - Strong/Active/Niche/Trivial - Key Competitors in Germany for 2024 (E)
  • TABLE 32: Germany Recent Past, Current & Future Analysis for Data Center Liquid Cooling by Application - Telecom, Retail, IT, BFSI, Healthcare, Energy and Other Applications - Independent Analysis of Annual Sales in US$ Thousand for the Years 2023 through 2030 and % CAGR
  • TABLE 33: Germany 7-Year Perspective for Data Center Liquid Cooling by Application - Percentage Breakdown of Value Sales for Telecom, Retail, IT, BFSI, Healthcare, Energy and Other Applications for the Years 2024 & 2030
• ITALY
  • TABLE 34: Italy Recent Past, Current & Future Analysis for Data Center Liquid Cooling by Application - Telecom, Retail, IT, BFSI, Healthcare, Energy and Other Applications - Independent Analysis of Annual Sales in US$ Thousand for the Years 2023 through 2030 and % CAGR
  • TABLE 35: Italy 7-Year Perspective for Data Center Liquid Cooling by Application - Percentage Breakdown of Value Sales for Telecom, Retail, IT, BFSI, Healthcare, Energy and Other Applications for the Years 2024 & 2030
• UNITED KINGDOM
  • Data Center Liquid Cooling Market Presence - Strong/Active/Niche/Trivial - Key Competitors in the United Kingdom for 2024 (E)
  • TABLE 36: UK Recent Past, Current & Future Analysis for Data Center Liquid Cooling by Application - Telecom, Retail, IT, BFSI, Healthcare, Energy and Other Applications - Independent Analysis of Annual Sales in US$ Thousand for the Years 2023 through 2030 and % CAGR
  • TABLE 37: UK 7-Year Perspective for Data Center Liquid Cooling by Application - Percentage Breakdown of Value Sales for Telecom, Retail, IT, BFSI, Healthcare, Energy and Other Applications for the Years 2024 & 2030
• REST OF EUROPE
  • TABLE 38: Rest of Europe Recent Past, Current & Future Analysis for Data Center Liquid Cooling by Application - Telecom, Retail, IT, BFSI, Healthcare, Energy and Other Applications - Independent Analysis of Annual Sales in US$ Thousand for the Years 2023 through 2030 and % CAGR
  • TABLE 39: Rest of Europe 7-Year Perspective for Data Center Liquid Cooling by Application - Percentage Breakdown of Value Sales for Telecom, Retail, IT, BFSI, Healthcare, Energy and Other Applications for the Years 2024 & 2030
• ASIA-PACIFIC
  • Data Center Liquid Cooling Market Presence - Strong/Active/Niche/Trivial - Key Competitors in Asia-Pacific for 2024 (E)
  • TABLE 40: Asia-Pacific Recent Past, Current & Future Analysis for Data Center Liquid Cooling by Application - Telecom, Retail, IT, BFSI, Healthcare, Energy and Other Applications - Independent Analysis of Annual Sales in US$ Thousand for the Years 2023 through 2030 and % CAGR
  • TABLE 41: Asia-Pacific 7-Year Perspective for Data Center Liquid Cooling by Application - Percentage Breakdown of Value Sales for Telecom, Retail, IT, BFSI, Healthcare, Energy and Other Applications for the Years 2024 & 2030
• REST OF WORLD
  • TABLE 42: Rest of World Recent Past, Current & Future Analysis for Data Center Liquid Cooling by Application - Telecom, Retail, IT, BFSI, Healthcare, Energy and Other Applications - Independent Analysis of Annual Sales in US$ Thousand for the Years 2023 through 2030 and % CAGR
  • TABLE 43: Rest of World 7-Year Perspective for Data Center Liquid Cooling by Application - Percentage Breakdown of Value Sales for Telecom, Retail, IT, BFSI, Healthcare, Energy and Other Applications for the Years 2024 & 2030

IV. COMPETITION