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未知机构:液冷产业信息更新立敏达1目前是英伟达的AVLRVL-20260128
未知机构· 2026-01-28 01:55
Summary of Liquid Cooling Industry Update - Liminda Company Overview - Liminda is currently a certified supplier for NVIDIA, providing liquid cooling solutions [1] Core Insights and Arguments - The primary products supplied to NVIDIA include QD, followed by Manifold and cold plates [1] - The net profit margin for products supplied to NVIDIA is gradually increasing, currently reaching approximately 18%, with expectations to exceed 20% in the future [1] - Market expectations forecast revenue of 800 million by 2025; however, revenue already surpassed 150 million in January of this year, indicating a growing value in NVIDIA's liquid cooling products [1] Additional Important Information - The increasing net profit margin and early revenue achievements suggest a strong market position and potential for future growth in the liquid cooling industry [1]