On January 27, 2026, data from China's silicone industry showed that ethyl silicone oil, as a high-performance silicone material, has shown a significant growth trend in market demand recently. With its excellent low temperature resistance (wide temperature range stability from -80 ℃ to 150 ℃), low volatility, and high dielectric properties, ethyl silicone oil continues to expand its applications in industrial lubrication, electrical insulation, precision manufacturing, and other fields. According to Anhui Aiyota Silicone Oil Co., Ltd., its ethyl silicone oil products have covered the markets of Southeast Asia, South America, and Europe. In 2025, the export volume will increase by more than 20% year-on-year, and the domestic market share in the mid to high end market will exceed 15%.


Technological breakthroughs drive high-end transformation
Yunnan Nengtou Silicon Material Technology Development Co., Ltd. recently announced that its independently developed low ring vinyl silicone oil has achieved large-scale production, with an annual production capacity of 5000 tons. This product uses full process automation control technology to reduce the ring content to 1/10 of traditional products, significantly improving product purity and stability, and meeting the demand for "ultra pure" materials in high-end fields such as electronic packaging and biomedicine. The head of the technical team stated that the low ring process has broken through the restrictions on volatile organic compounds (VOCs) under the EU REACH regulation, clearing obstacles for domestic silicone oil to enter the international market. ”


The synergistic effect of the industrial chain is highlighted
In terms of upstream, Xinjiang Oriental Hope New Energy Co., Ltd. has successfully mass-produced chemical grade 3303 high-end industrial silicon, providing high-quality raw material guarantee for the production of ethyl silicone oil. In downstream applications, Jitai Co., Ltd. has developed a "glue paint integrated" material protection matrix for electric vertical takeoff and landing aircraft (eVTOL), which uses ethyl silicone oil as the core component to achieve full chain protection from the battery cell to the fuselage. In addition, the ultra-low temperature resistant ethyl silicone oil launched by Xinyuan Chemical (Shandong) Co., Ltd. can maintain lubrication performance in an environment of -100 ℃, becoming a key material for polar scientific research equipment.


Market Outlook
Industry analysts point out that with the rapid development of new energy vehicles, 5G communication, and aerospace industries, the market size of ethyl silicone oil is expected to increase from $4 billion in 2025 to $6.5 billion in 2030. Domestic enterprises are seizing the opportunity through technological iteration and capacity expansion. The annual production of 100000 tons of functional silicone oil project by Hesheng Silicon Industry has entered the environmental impact assessment stage, with a planned production capacity of 20000 tons/year for ethyl silicone oil.