“一带一路”俄罗斯服务器散热模组行业市场发展趋势及投资价值评估报告（2026版）

Core Insights - The report highlights the significant growth in the server market driven by the expansion of global data centers, increased AI applications, and the rising demand for high-performance computing [2][3] Market Demand and Trends - The shipment of general servers is projected to increase from 3.669 million units in 2021 to 4.22 million units by 2025, representing a growth rate of 15.1% [3] - Accelerated computing servers, such as AI and GPU training servers, are expected to see a dramatic increase in shipments from 231,000 units in 2021 to 945,000 units in 2025, a total increase of 309.1% [3] - The demand for cooling modules is expected to rise due to the increased power consumption of AI servers compared to traditional servers, with a focus on enhancing cooling efficiency [3][4] Cooling Module Market Analysis - The market for cooling modules in the server sector is anticipated to grow from 7.07 billion yuan in 2021 to 18.62 billion yuan by 2025, with a compound annual growth rate (CAGR) of 27.39% [4] - By 2025, the penetration rate of liquid cooling modules in general servers is expected to reach 15%, while for accelerated servers, it is projected to reach 50% [4] Cost and Pricing Trends - The unit costs for cooling modules in 2025 are projected to be 2,430 yuan/kW for air cooling, 4,000 yuan/kW for cold plate liquid cooling, and 8,000 yuan/kW for immersion liquid cooling [4] - The average power consumption for general servers is expected to rise to 250W by 2025, while accelerated servers are projected to reach 500W [4][6] Future Projections - The total power consumption for general servers is expected to increase significantly, reaching approximately 2.11 million kW by 2025 [5] - The market for air cooling modules is projected to decline in share from 100% in 2021 to 85% in 2025, while the share of cold plate liquid cooling is expected to rise from 1% to 14% during the same period [5][6]