On February 12, 2026, the latest data from China's silicone industry showed that ethyl silicone oil, as a high-performance silicone material, continues to rise in demand in industrial, electronic, pharmaceutical and other fields due to its low temperature resistance, lubrication, dielectric and other characteristics. According to industry analysis, the global market size of ethyl silicone oil has exceeded 4 billion US dollars by 2025, with the Chinese market accounting for over 30%, becoming the core engine of global growth.


The demand in the industrial sector dominates the market
Ethyl silicone oil plays a dominant role in industrial applications, especially in lubrication, insulation, demolding and other scenarios. Taking the photovoltaic industry as an example, with the popularization of N-type battery technology, high activity and low viscosity ethyl silicone oil is widely used in the packaging process of battery cells. Its high temperature resistance and low volatility characteristics can significantly improve the lifespan of components. In the field of high-end electronic packaging, ethyl silicone oil serves as a key insulation material to meet the stringent dielectric performance requirements of 5G communication equipment. In addition, in the aerospace field, the aerospace grade thermal conductive silicone grease developed by Shenzhen Debon Interface Materials Company uses ethyl silicone oil as the core component, effectively solving the heat dissipation problem of electronic devices in extreme environments.


Technological innovation drives industrial upgrading
Domestic enterprises are seizing the high-end market through technological iteration. The low ring vinyl silicone oil independently developed by Yunnan Nengtou Silicon Material Technology Company has achieved large-scale production, with an annual production capacity of 5000 tons. This product achieves a 90% reduction in environmental content through full process automation control, meeting EU environmental regulations such as REACH and RoHS. It is widely used in fields such as biomedical materials and precision manufacturing. At the same time, the patented technology for preparing vinyl silicone oil jointly developed by Shandong University and Zhejiang Xin'an Chemical Group significantly improves product purity through molecular structure optimization, providing a more stable material solution for semiconductor packaging.


Regional layout presents differentiated competition
The Yangtze River Delta region, relying on a well-established industrial chain, accounts for 58.7% of the national production capacity of ethyl silicone oil. Jiangsu Yangzhong and Zhejiang Xin'an Chemical Industrial Park have become core production bases. The central and western regions, relying on their energy cost advantages, have formed a large-scale and low-cost route, and the proportion of production capacity has increased to 26.5%. For example, in the 100000 ton per year functional silicone oil project deployed by Hesheng Silicon Industry in Xinjiang, the planned production capacity of ethyl silicone oil is 20000 tons per year, targeting the incremental space in the mid to low end market.


Future outlook: Parallel high-end and green development
Industry experts point out that with the penetration of emerging scenarios such as new energy and flexible electronics, the demand growth rate for ethyl silicone oil will remain above 12%. Enterprises need to focus on breaking through the technological bottlenecks of high functionality and special modified products, while accelerating digital transformation. For example, real-time optimization of process parameters through intelligent DCS control system can reduce energy consumption by more than 15%; The application of the supply chain data collaboration platform will increase inventory turnover efficiency by 30%.