According to the latest research data from Bezos Consulting, the market size of ethyl hydrogen silicone oil in China has reached 274 million yuan in 2024, and the global market size has reached 1.092 billion yuan. Combined with the continuous increase in downstream demand and the strong driving force of emerging fields such as aerospace and liquid cooling, it is expected that the global market size of ethyl silicone oil will climb to 1.865 billion yuan by 2030, with a steady compound annual growth rate.


Ethyl silicone oil (CAS number 63148-61-8), chemical name polydiethylsiloxane, is a colorless to light yellow transparent liquid with a working temperature range of -60 ℃ to 150 ℃ and a flash point exceeding 265 ℃ (open cup). It has outstanding characteristics such as low viscosity with temperature change, low vapor pressure, and arbitrary solubility with mineral oil. Its low temperature resistance and lubrication performance are superior to traditional dimethyl silicone oil, and it has become an irreplaceable basic material in the fields of precision instruments, electrical insulation materials, hydraulic oil, and special lubricants.


It is worth noting that ethyl silicone oil is accelerating its penetration into the two cutting-edge fields of aerospace and liquid cooling. On January 31, 2026, Shenzhen Debon Interface Materials applied for a patent for thermal conductive silicone grease for aerospace electronic equipment. The formula uses ethyl silicone oil with a viscosity of 50-1000 mPa · s as the core component, specifically to meet the heat dissipation needs in extreme space environments. On the same day, New Yaqiang (603155. SH) stated on the investor interaction platform that the company's silicone oil series products can be applied in the field of liquid cooled silicone oil, and is actively conducting research and development of liquid cooled products and making positive progress.


From the perspective of industrial layout, the domestic production capacity of ethyl silicone oil is mainly concentrated in Hubei, Jiangsu, Shanghai and other places. Enterprises such as Hubei Qifei Pharmaceutical and Chemical, Kandis Chemical, Hubei Jusheng Technology, and Anhui Aiyota Silicone Oil (headquartered in Bengbu) have large-scale supply capabilities. Their products cover industrial grade, daily chemical grade, and scientific research reagent grade, and are stored and transported according to non hazardous material standards. Some products have a storage period of up to 3 years.


Industry analysts point out that as the domestic silicone industry transitions from "scale" to "deep processing", high-quality silicone oil products such as ethyl silicone oil are facing structural opportunities, and the space for high-end substitution of imports is still vast.