The Complete Liquid Cooling Supply Chain: From CDU Components to System Integration

The water pump is the core component of a CDU, demanding high standards in sealing, zero leakage, and long-term stable operation. Feilong Shares, a core supplier for N/G projects, has transferred automotive electronic water pump technology to IDC liquid cooling, with electronic pumps in batch supply to major domestic integrators and under verification by overseas cloud leaders. Dayuan Pump Industry brings deep canned motor pump expertise with ultra-low leakage, having passed Google audits and supplying CDU equipment for data centers. Other key CDU internals include plate heat exchangers (10–20% of CDU cost) led by Yinlun Shares, valve components by Sanhua Intelligent Controls, frequency converters by Megmeet, and ultrasonic flow sensors by Audiowell. Together these form an energy saving air liquid cooling CDU that regulates pump speed for efficient thermal control while monitoring flow and detecting leaks.

On the chip side, cold plates cost approximately $90/kW and directly determine heat dissipation efficiency. Boway Alloy, a high-performance copper alloy leader, has passed NVIDIA Rubin project verification and supplies copper substrates for high-power liquid cooling cold plates. Siquan New Materials holds roughly 40–50% of Alibaba's cold plate share with large-volume supply. Other players include Yinlun Shares with automotive thermal management migration, Yidong Electronics as an AVC cold plate stamping OEM, Kexin Chuangyuan with leading high-frequency welding and inspection, Jinfu Technology with full cold plate and piping layout, Far East Cable co-developing microchannel cold plates, and Feirongda as a core Huawei thermal supplier. For coolant, Juhua Shares supplies insulating immersion coolant at approximately $7/kW. These components enable a precision temperature control air liquid CDU to maintain tight thermal margins across high-density AI racks.

The CDU itself, or Cooling Distribution Unit, accounts for 30–50% of server-side liquid cooling at approximately $248/kW. Envicool is a Google CDU tier-1 supplier and platform-type liquid cooling leader with full coverage across CDU, cold plates, quick connectors, and piping, breaking through with both overseas cloud and domestic internet giants. Sugon Data leads domestic CDU share at approximately 25% with leading immersion technology. Goaland Shares holds about 9.7% share with both server and energy storage cooling. Shenling Environment works closely with ByteDance and Alibaba, offering complete CDU, dry cooler, and prefabricated piping. Tongfei Shares provides cabinet and rack-mounted CDU products for various server power levels. This landscape drives the modular air liquid cooling CDU market toward flexible, rack-level solutions adaptable to diverse project needs.

QDC quick connectors account for approximately 20% of server-side liquid cooling at $120/kW, enabling rapid piping connection while preventing leakage. Envicool has entered the NVQD whitelist with self-developed QDC connectors for NVIDIA racks, leveraging CDU and connector internal synergy. AVIC Jonhon is ByteDance's designated brand, transferring military connector technology to liquid cooling with strong sealing reliability in batch use at top domestic data centers. Shenglan Shares has passed UQD sampling with AVC and is expanding into server ODM supply. Sulan Shares has sent samples to Cooler Master, migrating automotive fluid piping technology. The data center liquid cooling manifold works with these connectors to distribute coolant from the CDU to individual cold plates, making the manifold-to-connector interface a critical reliability point.

Manifold, or liquid distribution headers, accounts for 10–15% of server-side liquid cooling at approximately $35/kW, routing coolant to each cold plate. Lingyi iTech is a Rubin manifold ecosystem supplier, having acquired Liminda to strengthen liquid cooling components, with a layout spanning manifolds, connectors, and thermal modules as it migrates consumer electronics manufacturing to compute thermal management. Jinfu Technology simultaneously develops manifolds, cold plates, and piping, enabling one-stop delivery of piping and manifold assemblies. As rack power climbs toward 220kW, the compact air liquid CDU unit must pair with increasingly complex manifolds handling more branch ports in tighter spaces, making integrated CDU-to-manifold design essential.

On the data center room side, cooling equipment costs approximately $200/kW. Shenling Environment offers complete dry cooler and prefabricated piping products deployed across numerous internet giant projects. Tongfei Shares provides dry coolers and integrated cooling stations from an industrial thermal management background. Binglun Environment is a core domestic dry cooler supplier with large refrigeration expertise for outdoor data center units. Sifang Technology supplies dry coolers with strong heat exchange pressure vessel manufacturing. Nanfang Pump provides room-side pump groups for cold source circulation in large data center parks. A reliable data center cooling manifold supplier must coordinate with these room-side systems to ensure seamless coolant flow from the outdoor cold source through the CDU to the rack-level manifold.

Full liquid cooling system integration costs approximately $700/kW, requiring end-to-end capability. Envicool covers the complete chain from cold source to server side, with general contracting capability for large AI compute center projects and extensive domestic and overseas experience. Shenling Environment covers dry coolers, piping, and CDUs, excelling at large domestic IDC integration with strong internet client resources. Tongfei Shares delivers full-chain solutions with complete cabinet CDU and room cold source equipment for integrated delivery. An air liquid CDU with manifold pre-integrated at the factory level reduces on-site installation complexity and leak risk, a key advantage these integrators bring to hyperscale deployments.

Across the entire supply chain, value distribution is highly structured. CDU internals like pumps, heat exchangers, valves, controllers, and sensors form the functional core. Server-side cold plates, quick connectors, and manifolds drive per-node scalability. Room-side equipment delivers the cold source, while integrators tie everything together. As Rubin and next-gen platforms push rack power to 220kW+, every component faces tighter sealing, higher flow uniformity, and more compact integration requirements. For a data center liquid cooling manifold manufacturer, the opportunity lies in dual drivers of rising node count and specification upgrades, with platform certification and full-process in-house production as the key competitive moat. Companies delivering integrated CDU, manifold, and connector solutions will capture the largest share of the growing AI liquid cooling market.

EXTRCOOL offers a complete liquid cooling solution. The suite includes CDUs, cold plates, manifolds, and piping. These are available either as standard products or custom built for your facility. Our systems prioritize efficient heat removal, low power consumption, and reduced environmental impact. They have proven their reliability at gigawatt scale in data centers worldwide. For uninterrupted operation, EXTRCOOL is a name you can trust.

Browse our full catalogue or request a personalized quote at: https://www.extrcool.com