Home ﹥ Hot News > Patent > Discuss the strategic impact of the foundry on future orders under the absolute advantage of patent protection of dual-mode cooling plate 2025-04-06

With the absolute advantage of patent protection for dual-mode cooling plates, unauthorized foundries will find it difficult to legally use dual-mode cooling plate products with the same design structure, and will face marginalization in the high-end AI server market such as NVL36/NVL72/NVL144, with market share expected to be difficult to exceed 15%. On the contrary, foundries that obtain exclusive licenses for dual-mode cooling plate patents will dominate the market, and are expected to monopolize 40%-50% of high-end cabinet orders, and increase gross profit margins to 20%-25% through technology premiums. It is expected that within five years, its order growth potential will increase significantly by 2-3 times (the compound annual growth rate will reach 35%-40%, much higher than the 10%-15% of unauthorized manufacturers). If this patent is successfully deployed and effectively implemented, the dual-mode cooling plate is expected to become the de facto standard for high-end AI server cooling. Unauthorized foundries will find it difficult to break through the double blockade of technology and market. It is highly feasible to achieve the exclusive goal of 40% market share within five years.
#NVL36 #NVL72 #NVL144 #GPU

在雙模冷卻板專利保護的絕對優勢下，未獲授權的代工廠將難以合法使用設計相同結構的雙模冷卻板產品，進而在NVL36/NVL72/NVL144等高階AI伺服器市場面臨邊緣化，市占率預計難以超過15%。反之，取得獨家授權雙模冷卻板專利的代工廠將掌握市場主導權，有望壟斷40%-50%的高階機櫃訂單，並透過技術溢價將毛利率提升至20%-25%。預計五年內，其訂單增長潛力將顯著提升2-3倍（複合年增長率達35%-40%，遠高於未獲授權廠商的10%-15%）。若此專利成功佈局並有效執行，雙模冷卻板有望成為高階AI伺服器冷卻的事實標準，未獲授權的代工廠將難以突破技術與市場的雙重封鎖，五年內達成市占率40%的獨佔目標具備高度可行性。