(July 18, 2026) Heavy industrialization news came from the domestic special silicone production base. A low-volatility ultra-high-purity vinyl silicone oil continuous intelligent production line with an annual design capacity of 42,000 tons completed a 72-hour full-load stability trial operation, officially announcing that it was fully operational. The production line focuses on four high-end track-specific vinyl silicone oils including semiconductor packaging, new energy vehicle IGBT modules, high-end liquid silicone rubber (LSR), and medical consumables. It fills the gap in the large-scale mass production of domestic side-chain modified high-activity vinyl silicone oils, significantly increases the domestic self-sufficiency rate of high-end organic silicone raw materials, and becomes a key milestone in the domestic substitution of organic silicone in 2026.
Vinyl silicone oil is the core basic raw material of addition-type liquid silicone rubber, thermal conductive gel, and electronic potting glue. It relies on active vinyl groups at both ends/side chains of the molecule to achieve by-product-free, low-shrinkage cross-linking and curing under the action of platinum catalysts. Product purity and vinyl content control accuracy directly determine the core properties of downstream products such as tensile strength, temperature resistance, insulation, and biocompatibility. For a long time, the core technology of automotive-grade, medical-grade, and semiconductor-grade ultra-high-purity vinyl silicone oil has been monopolized by overseas chemical giants. The domestic high-end market's import dependence has long exceeded 70%. Three major technical bottlenecks, metal ion residues, ring volatiles, and batch viscosity fluctuations, have restricted the development of domestic downstream high-end manufacturing.
The new production line put into production this time is equipped with an independently developed photothermal synergistic polymerization multi-stage molecular distillation integrated process. Compared with the traditional acid-base catalytic synthesis route, it has achieved all-round technological upgrades:
Significant breakthrough in purity indicators: through supercritical extraction and vacuum thin film devolatilization process, the D4/D5 cyclic siloxane residue is controlled to less than 50ppm, and the total impurity content of potassium, sodium and other metals is less than 0.5ppm, reaching the JEDEC first-level electronic material standard, and can be directly used in AI computing server two-phase immersion cooling and third-generation semiconductor SiC module insulation packaging scenarios;
Molecular precision is controllable and adjustable: the vinyl content control range covers 0.5%–1.8mol%, the batch fluctuation of viscosity is stable within ±3%, the innovative side chain vinyl modified structure can increase the tear strength of silicone rubber by more than 40%, and the molding yield of flexible products such as thin-walled medical balloon catheters and infant silicone pacifiers is significantly improved;
Green intelligent manufacturing upgrade: The entire line is equipped with online infrared and Raman spectroscopy real-time detection systems, AI closed-loop control of polymerization temperature and feed ratio, energy consumption per ton of products is reduced by 19.6% compared with the industry average, and organic solvent usage is reduced by 85%. It has simultaneously passed the dual certification of IATF16949 automotive system and ISO13485 medical materials.
Industry-side data shows that the overall domestic vinyl silicone oil market size is expected to reach 4.56 billion yuan in 2026, a year-on-year increase of 7.8%; among which, the demand for high-end electronics, new energy, and medical-specific models has a growth rate of more than 15%. The market competition for traditional general-purpose products has intensified, gross profits continue to narrow, and the industry is accelerating to concentrate on high-purity and functional segments. With the concentrated release of high-end dedicated production lines by domestic leading companies such as Dongyue, Xin'an, and Tianci, and the joint research and development platform for electronic grade silicone oil jointly established by silicon material companies in Anhui and Zhejiang, the industry predicts that the domestic high-end vinyl silicone oil self-sufficiency rate will exceed 85% by the end of 2026, significantly reducing external risks in the supply chain of new energy and semiconductor industry chains.
Feedback from downstream companies shows that this series of domestic high-purity vinyl silicone oil has entered the formula verification stage of Changdian Technology, BYD Battery Systems, and domestic head medical consumables companies. The procurement cost is 22% lower than imported products with the same performance, and the supply cycle is shortened by 60%. In addition to the domestic market, the products are simultaneously connected to the electronic manufacturing industry chain in Southeast Asia and Mexico. In the first half of 2026, domestic high-end vinyl silicone oil exports increased by more than 34% year-on-year, and overseas orders continued to increase.
Analysis by the Industry Research Institute points out that the next stage of domestic vinyl silicone oil technology research and development will focus on three major directions: first, the development of acyclic ultra-low volatility models, suitable for high-precision optoelectronics and aerospace sealing scenarios; second, the research and development of phenyl and fluorine-containing composite modified vinyl silicone oil to meet the needs of high-frequency communications and radiation-resistant devices; third, micro-channel continuous synthesis process iteration, further compressing the production cycle and improving product consistency. As policies continue to support new silicon-based materials, domestic vinyl silicone oil will be replaced by raw materials and gradually transform into the core role of industry standard setting and global material supply.
Vinyl silicone oil is a key intermediate in the "stuck neck" of the high-end silicone rubber industry chain. The completion of the 10,000-ton high-purity production line marks the completion of my country's organic silicone industry's independent breakthrough in the entire chain from basic monomers to high-end functional silicone oil. Against the background of the continued expansion of new energy vehicles, AI computing power, and advanced medical equipment, the market dividends of high-purity and customized vinyl silicone oil will continue to be released. Greening, precision, and customization will become the core competition lines of the industry in the next three years.
