(July 16, 2026) There has been a major breakthrough in industrialization in the field of domestic special silicones. Domestic silicon material companies announced that the full-chain continuous production line of high-end epoxy silicone oil (end epoxy modified silicone oil, epoxy polyether silicone oil) has been officially put into production, with a designed annual production scale of 1.2 10,000 tons, the metal impurities in the product are controlled to ≤40 ppb, and the epoxy value is accurately controllable. This breaks the long-term monopoly of overseas companies in the field of electronic grade epoxy silicone oil and accelerates the process of independent control of the domestic semiconductor packaging, new energy, and high-end coating industry chains.
This production line has overcome many core process pain points in the industry. The R&D team uses one-step precision block synthesis technology to directionally insert epoxy active groups into the siloxane main chain to achieve a product molecular weight distribution coefficient PDI ≤ 1.2 and a molecular weight deviation controlled within 1.5%. At the same time, an oxygen-free closed reaction system is adopted, and the finished product has a light transmittance of over 98%, and the volatile content of low-volatile grades is less than 1.5%. 0.3%, meeting the stringent index requirements of semiconductor power devices and photovoltaic high weather-resistant coatings, and benchmarking its performance against similar high-end products from Shinyue and Dow.
Epoxy silicone oil has the dual advantages of high and low temperature resistance of silicone, low surface tension and high adhesion of epoxy groups, and can be cross-linked and cured. It is a core additive for epoxy resin modification, electronic packaging, wind power composite materials, textile softening and anti-corrosion coatings. With the rapid expansion of power semiconductors, new energy vehicle power batteries, and photovoltaic energy storage industries, the demand for electronic grade epoxy silicone oil continues to rise. Industry data shows that the overall domestic epoxy silicone oil market size is expected to exceed 1.99 billion yuan in 2026, a year-on-year increase of 6.4%; of which the semiconductor and new energy segment growth rate exceeds 10%, becoming the core driving force for industry growth.
Industry alliance research shows that in the past, high-end, high-purity epoxy silicone oils relied on imports for a long time. Overseas brands had significant premiums, long delivery cycles, and slow customized responses. In the past two years, relying on the policy support of the "First Application Demonstration Guidance Catalog of Key New Materials", domestic leading companies such as Bluestar, Xin'an, Hongbai, and Chenguang New Materials have continued to increase the iteration of epoxy silicone oil technology, transform flexible production lines, and implement dedicated localized platinum-based catalysts. In 2025, domestic epoxy silicone oil imports will decline by 5.7% year-on-year, and the trend of import substitution is clear. After the new 10,000-ton production line is put into operation, it will directly reduce the raw material procurement costs of downstream packaging companies and coating manufacturers by about 15%-22%.
On the downstream application side, high-purity epoxy silicone oil has been implemented in many scenarios: used for modification of IGBT and SiC power device encapsulants, which can alleviate the brittle cracking problem of epoxy resin and increase high and low temperature cycle life by 20%; after adding the epoxy matrix of wind turbine blades, the UV resistance and salt spray resistance of the composite material are greatly optimized; photovoltaic backplane protective coating uses this material, 3000 hours of UV No yellowing when aging; used as a wetting and leveling agent in water-based industrial anti-corrosion coatings, taking into account hydrophobicity, anti-fouling and paint film adhesion, adapting to the development trend of fluorine-free green coatings.
Standardization supporting facilities have been simultaneously improved. The GB/T 45682-2025 "Terminal Epoxy Silicone Oil" national standard, which was officially implemented in December 2025, unifies the testing specifications for epoxy value, chlorine content, and heavy metal limit values. Currently, more than 20 leading companies in the country have completed standard implementation certification, and market compliance and quality standardization have continued to improve. Industry experts said that with the centralized release of production capacity by multiple 10,000-ton domestic epoxy silicone oil production lines, the localization rate of high-end electronic grade epoxy silicone oil is expected to exceed 45% by the end of 2026, further compressing the market space of overseas brands.
Green production has become the core highlight of this new production line. The entire device is equipped with exhaust gas recovery and advanced wastewater treatment systems. VOCs emissions are stably below 30 mg/m³, which complies with the latest pollutant emission standards in the silicone industry. Compared with traditional intermittent production, the continuous process reduces energy consumption by 18% and solid waste output per unit product by 32%. It was awarded the title of a local green manufacturing demonstration project.
Industry insiders predict that new energy installations and the expansion of third-generation semiconductor production will continue to drive orders for epoxy silicone oil in the second half of the year. Leading companies will accelerate the development of customized brands. Subdivisions such as low-viscosity electronic packaging type, high weather-resistant coating type, and hydrophilic epoxy polyether silicone oil will become the focus of market competition. Collaborative research and development and integrated supporting of the upstream and downstream of the industry chain will become the mainstream development direction of the industry in the long term.
As a key functional silicone intermediate, epoxy silicone oil is a typical track for import substitution of new materials. The launch of the 10,000-ton high-purity production line will make up for the shortcomings in domestic high-end modified silicone oil production capacity. It will not only alleviate the pressure on downstream new energy and semiconductor raw materials, but also promote the upgrading of domestic coatings and composite materials industry products to high performance and green, and continue to release the high-quality development momentum of the silicone industry.
http://www.siliconeoil.net
