JONHON(SZ:002179)2025-11-18 01:15Summary of Liquid Cooling Connector Industry and Company Insights Industry Overview - Industry: Liquid Cooling Connector Industry - Growth Drivers: The rapid development of the liquid cooling connector industry is primarily driven by the limitations of traditional air cooling technologies in meeting the heat dissipation needs of data centers. The increasing demand for high-density data centers due to the growth of digital economy, 5G, and artificial intelligence is a significant factor [2][9][10]. Key Insights - Market Size and Growth: The liquid cooling connector market in China is projected to grow from 1.8 billion yuan in 2021 to 5 billion yuan in 2024, with a compound annual growth rate (CAGR) of 40.6%. By 2030, the market size is expected to reach 24.1 billion yuan, with a CAGR of approximately 30% [2][9]. - Core Application: Data centers are the primary application for liquid cooling connectors, expected to account for 60% of the market share. The demand for liquid cooling connectors will increase as the number of data center racks continues to grow [2][17]. - Energy Efficiency: Liquid cooling technologies can significantly reduce Power Usage Effectiveness (PUE) to below 1.3 for cold plate systems and even 1.2 for immersion cooling systems, enhancing energy efficiency and equipment stability [1][3]. Technological Developments - Connector Types: Liquid cooling connectors, known as Universal Quick Disconnect (UQD), are designed for quick connection and disconnection without tools. They are categorized into first-in and blind-mate types, suitable for different operational scenarios [4]. - Technical Evolution: The technology has evolved from the Beta version to version 4.0, with continuous improvements in functionality and application scenarios. The latest version includes features like pressure relief valves and non-stop pressurized connection capabilities [7]. Competitive Landscape - Key Players: Major competitors in the Chinese market are categorized into three tiers: - Tier 1: International companies like Stäubli and Parker, known for their high reliability and early market entry. - Tier 2: Domestic leaders such as AVIC Optoelectronics, Zhengbei Connection, and Yonggui Electric, which have strong production capabilities but are still catching up to international giants. - Tier 3: Companies like Industrial Fulian and Liminda, which have production capabilities but lack scale [12][13]. Policy Support - Government Initiatives: The Chinese government supports the liquid cooling technology and connector industry through various policies aimed at promoting energy-efficient cooling technologies and enhancing the development of data centers [8]. Company Spotlight: AVIC Optoelectronics - Company Overview: Established in 2002 and listed in 2007, AVIC Optoelectronics specializes in fluid connection technology and has developed over 500 series of products. The company has a strong patent portfolio and has been involved in setting industry standards [19]. - Competitive Advantages: AVIC Optoelectronics holds a significant position in the industry, having authored numerous national standards and developed a comprehensive range of liquid cooling solutions. Their revenue from related businesses grew from 840 million yuan in 2021 to 1.43 billion yuan in 2023 [20][21]. Conclusion - The liquid cooling connector industry is poised for significant growth driven by technological advancements and increasing demand from data centers. Companies like AVIC Optoelectronics are well-positioned to capitalize on this trend, supported by favorable government policies and a strong competitive edge in product development and market presence.