液冷材料反应到什么阶段了 20250824 摘要 单向冷板成本构成中，冷板本身占比最高（约 35%，全铜方案），其次 是鳍管（约 21%），冷却液占比约 10%。铜铝混合方案可显著降低成 本。 双向冷板设计需进行相变，更多采用全铝或以铝为主的结构，以降低成 本和重量，并使用传统制冷剂或氟化液代替水基溶液。 双向冷却系统采用传统制冷剂或氟化液，成本高于单向冷却系统使用的 水和乙二醇，但可省去生物监测传感器，冷却液整体价值上升。 双向能板填补了单项静默与风冷之间的市场空白，引发竞争。各大企业 积极研发，介质选择包括氟化液、硅油及矿物油等。 液冷技术发展显著增加对铝材和铜材的需求，尤其是在 NVL144、288 甚至 576 规模应用中，用量将从几百公斤增加到几吨。 冷却液环节是当前液冷市场最具投资潜力的环节，新型高效介质如氟化 液和制冷剂因 AI 迭代带来巨大需求增长而备受关注。 华为在供应链管理中具有极高的控制力，倾向于选择能够提供高质量产 品并具备创新能力的国产供应商，推动国产替代。 Q&A 液冷系统中各个环节的单位价值量如何排序？在整个液冷系统中的价值量占比 如何？ 液冷系统主要分为两种类型：冷板液冷和静默 ...

Summary of Conference Call Records Industry Overview - The conference call discusses advancements in liquid cooling technology, particularly influenced by NVIDIA's bidirectional cold plate solution, which impacts the traditional single-phase silent cooling market while maintaining existing applications [1][2]. Key Points and Arguments - **Bidirectional Cold Plate Technology**: - This technology offers better cooling capabilities than air cooling and single-phase cold plates, handling nearly 2,500 watts of power, but is still less effective than single-phase or bidirectional silent systems [1]. - The design is complex and limited in medium selection, primarily using high-cost, low-supply low-boiling-point fluorinated liquids [1][5]. - **R134a Refrigerant**: - Tianhong Technology has validated the use of R134a refrigerant in bidirectional cold plates, raising market interest in new refrigerant applications. China, as a major refrigerant producer, may see companies expand market share due to this development [1][4][7]. - The potential demand from tech giants like Google could significantly impact the global refrigerant market, with estimates of 2,000 tons needed annually if adopted [19]. - **Market Dynamics**: - Despite the emergence of bidirectional cold plates, traditional silent cooling systems remain stable in specific scenarios, with companies like Alibaba and ByteDance continuing to use established technologies [8][12]. - The industry is exploring new cooling solutions to meet increasing chip power demands, with various manufacturers actively seeking new refrigerant solutions [13]. - **Challenges in Liquid Cooling**: - The selection of liquid mediums poses significant challenges, as high-performance liquids are often expensive, while cheaper options may have critical drawbacks [17]. - The complexity of designing and deploying liquid cooling systems adds to the overall costs and challenges [17]. Additional Important Content - **Comparative Analysis of Cooling Solutions**: - Bidirectional cold plates have higher cooling capacities compared to single-phase cold plates and air cooling, but they still have limitations and may only serve as a temporary solution for high power demands [10]. - The design complexity of hybrid cooling solutions combining cold plates and silent systems is high, making implementation difficult [9]. - **Future Trends**: - The industry is expected to see a shift towards more advanced cooling technologies if existing solutions cannot meet future demands [13]. - Companies like New Oriental are pivoting towards semiconductor temperature control etching liquids to address growth bottlenecks in cleaning businesses [26]. - **Refrigerant Market Status**: - The refrigerant market is transitioning from third-generation to fourth-generation products, with third-generation products still dominating due to their maturity and high output [20]. - Major players in the refrigerant market include traditional companies like Juhua and Sanmei, which have performed well amid rising demand due to hot weather [20]. - **Liquid Mediums in Cooling Solutions**: - The first-generation liquid cooling solutions primarily used water and glycol mixtures, while newer solutions utilize various expensive liquids, including fluorinated liquids and silicone oils [11][15]. - High-end fluorinated liquids are considered the best choice for performance, but their high cost limits widespread adoption [16]. This summary encapsulates the key insights and developments discussed in the conference call, highlighting the evolving landscape of liquid cooling technologies and their implications for the industry.