Good news is once again spreading in the field of organic silicon deep processing. According to the latest research data from Bezos Consulting, the global market size of ethyl silicone oil has reached 1.092 billion yuan in 2024, with the Chinese market contributing 274 million yuan. It is expected that the global scale will climb to 1.865 billion yuan by 2030, with a significant compound annual growth rate.


Behind this growth is the rapid proliferation of downstream application scenarios.


Traditionally, ethyl silicone oil has dominated classic fields such as precision instrument lubrication, rubber and plastic demolding, and electrical insulation due to its excellent properties such as a flash point exceeding 265 ℃ (open cup), working temperature range of -60 ℃ to 150 ℃, and ability to dissolve freely with mineral oil. Nowadays, two emerging fields are reshaping the industry landscape.


Firstly, liquid cooling for heat dissipation. In May 2026, the listed company New Yaqiang (603155. SH) clearly stated on the investor interaction platform that its products such as phenyl silicone oil and vinyl silicone oil can be applied in the field of liquid cooled silicone oil and continue to promote research and development. At present, with the explosion of AI computing power driving the demand for liquid cooling in data centers, ethyl silicone oil is becoming a core candidate material for liquid cooling media due to its low volatility and high stability.


Secondly, aerospace thermal conductivity. In January 2026, Shenzhen Debon Interface Materials applied for a patent for thermal conductive silicone grease for aerospace electronic equipment. The formula explicitly uses ethyl silicone oil with a viscosity of 50 to 1000 mPa · s as a key component, aiming to meet the heat dissipation needs in extreme space environments.


At present, the domestic production capacity of ethyl silicone oil is mainly concentrated in Tianmen, Wuhan and other places in Hubei. Enterprises such as Hubei Jusheng Technology, Kandis Chemical, and Hubei Xinkang Pharmaceutical Chemical have large-scale supply, with product purity generally reaching over 99%, covering multiple levels such as industrial grade, pharmaceutical grade, and reagent grade. Internationally, giants such as Wacker Chemie AG and Elkem ASA still dominate the high-end market, but the process of domestic substitution is accelerating.


Industry insiders point out that with the continuous encouragement of the development of deep processing of organic silicon by national industrial policies, ethyl silicone oil is moving from a "small variety" to a "big competition", and the next five years will be a key window for domestic brands to break through.