（July 22, 2026）Recently, the organosilicon industry chain has continued to undergo structural changes, with the market prosperity of vinyl silicone oil, the core raw material for additive liquid silicone rubber (LSR), steadily recovering. Benefiting from the expansion of downstream industries such as new energy vehicles, photovoltaic packaging, medical supplies, and 5G electronics, domestic demand for high-end vinyl silicone oil has continued to grow steadily, and the industry's import substitution process has accelerated significantly.
Vinyl silicone oil is a functional silicone intermediate with vinyl functional groups in its molecular chain. It relies on silicon hydroaddition reactions for cross-linking curing, offering advantages such as resistance to high and low temperatures, electrical insulation, low volatility, and no small molecule precipitation. It is an indispensable key raw material for producing liquid silicone rubber, potting adhesives, mold silicone rubber, and coating materials. The vinyl content, viscosity uniformity, and impurity content of products directly determine the tensile strength, curing speed, transparency, and long-term stability of downstream silicone rubber finished products. Electronic-grade and medical-grade products require production control accuracy to reach ppm levels.
From the perspective of market demand, the current demand structure is undergoing significant changes. Traditional general-purpose vinyl silicone oil competition is heating up, with prices under pressure; Meanwhile, demand for high-end customized products continues to strengthen. The new energy sector has become the core growth engine: the sealing of power battery modules, electronic control potting, and photovoltaic module packaging heavily use addition-coated silicone rubber, directly driving orders for low-volatility, high-purity vinyl silicone oil; Consumer electronics, wearable devices, and medical silicone consumables continue to see increased demand for odorless, low-cyclic vinyl silicone oil. Meanwhile, overseas production capacity for liquid silicone products continues to shift to the Asia-Pacific region, and domestic vinyl silicone oil export orders are gradually recovering.
Industry insiders analyze that domestic conventional vinyl silicone oil production capacity is currently sufficient, but high-end products still face technical barriers. The bottlenecks are concentrated in precise molecular weight regulation, low-ring removal, and trace metal ion management. In recent years, domestic organic silicon new materials companies have continuously increased R&D investment, optimized polymerization and continuous devolleyization processes, and achieved stable mass production of multiple electronic-grade and medical-grade vinyl silicone oils, gradually breaking the long-standing monopoly of overseas brands. Green production processes are continuously being implemented, and low-VOC and low-carbon emission synthesis routes are gradually becoming popular, meeting increasingly stringent environmental regulations both domestically and internationally.
On the supply side, upstream price fluctuations pose challenges to cost control for companies, intensifying industry divergence. Material manufacturers with stable synthesis technology, comprehensive testing systems, and formulation technical support stand out with competitive advantages. Downstream LSR manufacturers continue to upgrade their procurement standards, moving away from simple price comparisons to focusing more on batch stability, catalytic system compatibility, and supporting technical service capabilities.
Looking ahead, with the continued expansion of the new energy industry and the broadening of liquid silicone application scenarios, the demand for vinyl silicone oil is expected to remain stable and positive in the second half of 2026. The industry's focus will shift from mere scale expansion to quality upgrades: specialty products such as low-ring modified vinyl silicone oil, high-vinyl specialty silicone oil, and thermally conductive modified vinyl silicone oil will become research hotspots. In the medium to long term, high-end, customization, and greening will be the main development themes of the vinyl silicone oil industry, with continuous improvement of the industrial chain supporting and promotion of more high-end brands achieving full import substitution.
