The construction process of data centers continues to accelerate, and the market penetration rate of fluorinated liquids is expected to continue to rise.

Fluorinated liquid, also known as electronic fluorinated liquid, refers to a type of colorless, transparent, odorless, and non-toxic chemical solvent. Fluorinated liquid has the characteristics of low viscosity, good thermal conductivity, strong hydrophobicity, stable chemical properties, excellent electrical insulation properties, and reusability. It is mainly used as cleaning agent, desiccant, coolant and other products in home appliances, semiconductors, circuits boards, data centers, aerospace, intelligent terminal equipment and other fields. Among them, data centers and circuit boards are the main application areas of fluorinated liquids.

PCB circuit board is an indispensable basic component of electronic information products, and its domestic output value will reach US$45.42 billion in 2022. Fluorinated liquid is used in the field of PCB circuit boards to play the “three defenses” of oil, moisture and pollution. Compared with traditional three-proof paint, it has outstanding features of safety, non-toxic, low viscosity and strong material compatibility. It has been used in Widely used in high-precision electronics.

The data center is a modern factory for data storage and processing, mainly responsible for “computing” and “storing” data. When the data center is running, it will generate huge heat. Therefore, heat dissipation has become an important part of maintaining the operation of the data center. The main heat dissipation methods include air heat dissipation, liquid cooling, evaporative cooling, etc. Among them, immersion liquid cooling is the most efficient method of heat dissipation in data centers, and the main material used to achieve this method is coolant.

Currently, the common coolants on the market are water, oil, and fluorinated liquids. Compared with water and oil, fluorinated liquids have better performance in terms of insulation, thermal conductivity, material compatibility, and service life, and are more suitable for immersion in data centers. liquid cooling system. Currently, against the background of the continuous advancement of domestic electronic information technology, the demand for data processing continues to escalate, which in turn drives the continuous expansion of the data center market. According to data from the Ministry of Industry and Information Technology, as of July 2022, the total number of data center racks in use in China exceeds 5.9 million standard racks, and the number of servers is approximately 20 million. As a result, my country’s fluorinated liquid market has broad demand, and its penetration rate is expected to continue to increase in the future.

According to the “In-depth Market Research and Investment Strategy Suggestions Report on Electronic Fluorinated Liquid Industry 2023-2028” released by the Industrial Research Center, Benefiting from the rapid development of application fields, my country’s fluorinated liquid market demand continues to grow, and the industry has shown a good development trend. At present, domestic enterprises in the field of fluorinated liquids include 3M, AGC, Arkema, Solvay, Honeywell and other foreign-funded enterprises, as well as Sanmei Chemical, Yonghe Co., Ltd., Zhejiang Juhua, Jinshi Resources, Noah Fluorochemicals, New Local companies such as Zhoubang Technology.

Industry analysts personnel said that due to high technical barriers, the domestic fluorinated liquid market is mainly dominated by leading foreign companies. On December 22, 2022, 3M Company announced that 3M will exit the fluoropolymer, fluorinated fluid and PFAS-based additive product business before the end of 2025. In the future, as leading international fluorochemical companies gradually withdraw from the fluorinated liquid market and local companies continue to release fluorinated liquid production capacity, the localization process of my country’s fluorinated liquid market is expected to continue to accelerate.