The latest industry monitoring data shows that the demand for high viscosity ethyl silicone oil in the domestic market increased by 17.2% year-on-year in the first half of 2026. High end fields such as new energy vehicle thermal management, photovoltaic module packaging, and semiconductor packaging have become the core driving force for demand growth.
Unlike low-end application areas such as textile additives that have a gross profit margin of 10% -15%, the gross profit margin of ethyl silicone oil products used in high-end scenarios such as semiconductor packaging and aerospace electronic heat dissipation can reach 45% -60%. The current global high viscosity ethyl silicone oil market has long been dominated by international giants such as Dow Chemical and Wacker Chemicals, which hold 65% of the market share. Domestic enterprises are focusing on segmented tracks through the "specialization, refinement, novelty" route, and the patent conversion efficiency of some medium-sized specialized enterprises has reached 60% -70%, far higher than the industry average level.
According to the technological evolution roadmap plan, it is expected that ultra-low dielectric constant ethyl silicone oil will achieve large-scale production by 2027. Bio based raw material substitution technology can help reduce carbon emissions throughout the product lifecycle by 40% -50%. With the continuous expansion of downstream emerging applications, the domestic ethyl silicone oil industry is rapidly transitioning from the stage of capacity expansion to the stage of high added value transformation.