When data center heat dissipation becomes the biggest bottleneck for computing power expansion, a material revolution around "liquid cooled silicone oil" is quietly accelerating. Several leading organic silicon companies have recently revealed that special products such as ethyl silicone oil and phenyl silicone oil have entered the liquid cooling technology track, opening up new incremental space in the trillion dollar market.


On May 15th, 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 have made positive research and development progress. This statement quickly attracted market attention - liquid cooling technology places extremely high demands on the temperature resistance, dielectric properties, and chemical stability of silicone oil, and ethyl silicone oil excels in these dimensions.


The working temperature range of ethyl silicone oil is -70 ℃ to+150 ℃, with a flash point exceeding 265 ℃ (open cup), low vapor pressure, low volatility, no corrosion to metals, and excellent electrical insulation performance. The dielectric performance remains stable in high and low temperature environments. These characteristics make it not only a traditional precision instrument oil and hydraulic oil, but also naturally suitable for the strict safety and stability requirements of liquid cooling systems.


From an industrial perspective, the market for ethyl silicone oil is currently in a period of rapid growth. In 2024, the market size of ethyl hydrogen silicone oil in China has reached 274 million yuan, and the global market has reached 1.092 billion yuan. Bezos Consulting predicts that the global market size will climb to 1.865 billion yuan by 2030. Hubei, Jiangsu and other places have formed industrial clusters. Hubei Jusheng Technology quotes about 20 yuan/kg, and Hubei Xinkang Pharmaceutical and Chemical supplies a total of 10000 kg, covering the full range of product requirements from 1 kg of scientific research reagents to 200 kg of industrial batches.


It is worth noting that the application scenarios of ethyl silicone oil are extending from traditional release agents and insulating oils to high value-added fields such as liquid cooling and heat dissipation, aerospace thermal conductivity, and polar equipment. Tangshan Sanyou Silicon Industry has also made breakthroughs in the continuous production technology of hydrogen containing silicone oil recently, winning the first prize for scientific and technological progress in the petrochemical industry in Hebei Province, reflecting the trend of the entire silicone industry transforming towards high-end and specialty.


It can be foreseen that with the acceleration of liquid cooled data center construction and the increasing demand for extreme environmental equipment, ethyl silicone oil is moving from a "niche specialty product" to a "strategic grade material", and its market ceiling is far from being reached.