1、 Global market: led by top enterprises, with obvious regional differentiation
The global white carbon black market presents a pattern of "European and American dominance, Asia Pacific rise". By 2025, the market share in the Americas will reach 35%, Europe will account for 25%, and Asia Pacific will account for 30%. The main manufacturers include:


Evonik (Germany): Global gas-phase white carbon black dragon head, with a market share of 22%, widely used in fields such as silicone rubber and coatings.
Solvay (Belgium): A leading company in precipitated white carbon black, consolidating its market position through the acquisition of a portion of Cabot's business in the United States.
Quecheng Corporation (China): The world's third-largest producer of precipitated white carbon black, with a market share of 18% in the tire industry, and its products are exported to more than 60 countries.
From a regional perspective, the United States is the largest consumer country (accounting for 75%), while China is the largest producer (with a global production capacity of 45% by 2025), but high-end products such as gas-phase white carbon black still rely on imports. For example, by 2025, China's self-sufficiency rate of gas-phase white carbon black will only be 60%, and the dependence on high-end imports will exceed 80%.


2、 Chinese market: Capacity expansion and structural upgrading in parallel
Capacity scale and regional distribution
As of 2025, the production capacity of white carbon black in China will reach 3.5 million tons per year, a year-on-year increase of 8%, of which precipitation method accounts for 85% and gas-phase method accounts for 15%. The production capacity is concentrated in East China (Shandong, Jiangsu) and North China (Hebei, Shanxi), accounting for over 70% of the total. For example, Shandong Lianke Technology has an annual production capacity of 200000 tons, ranking among the top in the country.
Downstream demand drives structural transformation
The tire industry is the largest consumer area of white carbon black (accounting for 35%), but due to the impact of new energy vehicles and the "dual carbon" policy, demand has shifted from traditional carbon black to white carbon black. For example, in 2025, the demand for white carbon black for new energy vehicle tires will increase by 25% year-on-year, driving the proportion of highly dispersed white carbon black (HT1 grade) from 30% to 45%. In addition, the demand growth rate in high-end fields such as coatings and pharmaceuticals has exceeded 15%, driving the price of gas-phase white carbon black to rise from 28000 yuan/ton in 2020 to 35000 yuan/ton in 2025.
Technological breakthroughs and cost optimization
Domestic enterprises use non-metallic minerals such as kaolin and coal gangue to replace sodium silicate in the preparation of white carbon black, reducing costs by 20% -30%. For example, Zhejiang Xinna Material Technology Co., Ltd. uses coal gangue to prepare white carbon black with a purity of 95%, and reduces carbon emissions by 40% compared to traditional processes. At the same time, the application of new processes such as high gravity technology and sol gel method makes the particle size distribution of products more uniform (D50 ≤ 15nm), meeting the needs of high-end fields.
3、 Challenges and Opportunities: From Scale Expansion to Value Enhancement
challenge
Risk of overcapacity: By 2025, the industry's operating rate will only be 65%, and the utilization rate of low-end precipitated white carbon black production capacity will be less than 50%. Price wars will occur frequently (the average price in 2025 will decrease by 8% year-on-year).
Technical barriers: The core technology of gas-phase white carbon black is still in the hands of foreign-funded enterprises such as Evonik and Solvay, and the proportion of high-end products from domestic enterprises is less than 20%.
Environmental pressure: During the production process of precipitated white carbon black, there is a large amount of wastewater discharge (10-15 tons of wastewater per ton of product), which requires a significant investment in wastewater treatment.
opportunity
Policy support: The 14th Five Year Plan clearly lists white carbon black as a key development area for new materials and provides tax incentives for high-end projects (such as a 15% reduction in corporate income tax for gas-phase white carbon black).
Downstream demand upgrade: The demand for highly dispersed and functional white carbon black in new energy vehicles, 5G communication, photovoltaics and other fields continues to grow, and it is expected that the annual compound growth rate of the high-end product market size will reach 10% from 2025 to 2030.
International market expansion: With the expansion of tire production capacity in emerging markets such as Southeast Asia and India, China's export volume of white carbon black is expected to increase from 800000 tons in 2025 to 1.2 million tons in 2030.
4、 Future prospects: Technology driven and industry chain synergy
In the future, the white carbon black industry will present three major trends:


Technological differentiation: Leading companies enhance product added value through surface modification, nanocomposites, and other technologies, such as developing intelligent white carbon black with self-healing capabilities for use in the high-end sealing field.
Industry chain integration: Upstream silicon source enterprises (such as Hesheng Silicon Industry) and downstream application enterprises (such as Linglong Tire) achieve full chain optimization from raw materials to end products through equity cooperation or joint laboratory construction.
Green transformation: Promote circular economy models, such as using industrial waste (such as fly ash) to prepare white carbon black, or reducing carbon emissions in the production process through carbon capture technology, to help achieve the "dual carbon" goal.
According to Gelonghui's prediction, the size of China's white carbon black market will reach 15 billion US dollars in 2032, accounting for 40% of the global market, with the proportion of high-end products increasing to 50%, truly achieving a leap from "scale leadership" to "value leadership".