AI数据中心液冷散热技术

Search documents
每周观察 | 预估2025年全球新能源车销量年增21%;预估2027年折叠手机渗透率将突破3%;液冷散热技术渗透率预估…
TrendForce集邦· 2025-08-22 04:07
Group 1 - The core viewpoint of the article highlights the significant growth in the sales of new energy vehicles (NEVs), with a projected 30% year-on-year increase in global sales for the second quarter of 2025, reaching 4.868 million units for BEVs, PHEVs, and hydrogen fuel cell vehicles [2] - Including hybrid electric vehicles (HEVs), total electric vehicle (EV) sales are expected to reach 6.456 million units, accounting for 29% of global automobile sales [2] Group 2 - In the BEV market, BYD leads with an 18.3% market share, followed by Tesla at 11.7% and Geely at 6.4% [3] - For PHEVs, BYD also holds the top position with a 28.9% market share, while Li Auto and AITO follow with 7.4% and 6.2% respectively [3] Group 3 - The article discusses the anticipated increase in the penetration rate of foldable phones, expected to rise from 1.6% in 2025 to over 3% by 2027, driven by Apple's entry into the market [4] - The evolution of hinge technology and materials is noted as a key factor in making foldable phones lighter and thinner, becoming a competitive focal point [5] Group 4 - The article mentions the expected growth of liquid cooling technology in AI data centers, with penetration rates projected to increase from 14% in 2024 to 33% in 2025, driven by the release of NVIDIA's GB200 NVL72 servers [7]