Core Viewpoint - The liquid cooling technology is emerging as a crucial solution to address the heat generated by high-power AI chips, with expectations for significant growth in the domestic liquid cooling market by 2026-2027 [3][6]. Industry Trends - The liquid cooling server concept stocks are experiencing a resurgence, with companies like Runhe Materials reaching their daily limit up [3]. - High power consumption in AI chips, with some exceeding 1000 watts, necessitates the adoption of liquid cooling solutions, especially as power densities in data centers rise above 100 kW [4][5]. - Liquid cooling is projected to replace traditional air cooling methods as chip performance demands increase, particularly in AI applications [4][5]. Market Dynamics - The current liquid cooling market in China is well-established, with both cold plate and immersion cooling technologies being mature and supply chains robust [6][7]. - There is a notable increase in market acceptance of liquid cooling technologies this year, with expectations for substantial growth in the coming years [6]. - Despite advancements, the industry is still focused on large-scale production of components rather than providing comprehensive solutions tailored to customer needs [7]. Economic Considerations - Liquid cooling systems can significantly reduce the Power Usage Effectiveness (PUE) of data centers, with potential values below 1.2, compared to 40% energy consumption from air cooling systems [5]. - The profitability of the liquid cooling industry is higher than traditional air cooling products, but the industry must evolve beyond component supply to realize high-value business models [7]. - Maintenance costs for liquid cooling systems are lower than traditional air cooling, as they require less manual intervention and fewer spare parts [7].
对话嘉实多热管理事业部全球总裁黄建棠：液冷产业应重视提供整体解决方案 形成高价值盈利模式
Mei Ri Jing Ji Xin Wen·2025-09-17 09:53