(July 31, 2026) Recently, the domestic market for new organosilicon materials has continued to recover. As a core downstream product of organosilicon, the supply-demand pattern and product structure of methyl silicone oil (polydimethylsiloxane) are undergoing significant changes. The localization of high-end electronic, pharmaceutical, and cosmetic products is accelerating, becoming a major hotspot in the fine chemicals sector.
With its high and low temperature resistance, good chemical stability, low surface tension, and excellent insulation, methyl silicone oil is widely used in daily chemical cosmetics, pharmaceutical auxiliary materials, electronics and electrical applications, new energy thermal management, textile printing and dyeing, industrial defoaming, and demolding lubrication. It is an indispensable general-purpose high-performance material for both industrial and daily life sectors.
From a market perspective, in July, the mainstream transaction range for domestic conventional viscosity methyl silicone oil was 14,700-15,300 yuan/ton, with the previous rally having pulled back. Market analysis indicates that this round of price correction is mainly influenced by downward declines in upstream DMC raw materials and traditional downstream entering a seasonal off-season. Market purchases are mainly driven by rigid demand, while downstream demand is strong and there is little willingness to chase gains. However, high-end specialty brands remain tightly balanced, with electronic-grade and pharmaceutical-grade high-purity methyl silicone oil in supply tight and significantly premium.
The demand side shows clear structural differentiation. Daily chemical personal care remains the largest consumer area. With the concentrated launch of new skincare products for sunscreen, hair care, and repair, and the stable release of orders for cosmetic-grade methyl silicone oil, the industry is placing greater emphasis on batch stability with low volatility and low odor. In the pharmaceutical sector, driven by new regulations on pharmaceutical excipients, market standards for methyl silicone oil purity, heavy metals, and residual impurities have been further raised, and the procurement volume of high-purity medical-grade raw materials has steadily increased.
New energy and electronics industries have become new core growth drivers. In liquid cooling, semiconductor packaging, and power battery supporting scenarios, demand for electronic-grade methyl silicone oil continues to rise. Downstream customers set strict standards for ion content, volatile matter, and thermal stability. In the past, this high-end market was dominated by overseas companies. In recent years, leading domestic silicon material companies have continued to tackle process challenges, and domestic products have been introduced in batches, gradually breaking import dependence.
On the supply side, domestic methyl silicone oil production capacity is sufficient, mainstream companies continue to optimize their equipment, and some companies are upgrading and expanding production lines, focusing on high value-added specialty silicone oil to reduce low-end homogeneous competition. The industry is shifting from mere scale expansion to green manufacturing and continuous process transformation, reducing energy consumption, improving batch consistency, and adapting to the access requirements of downstream high-end supply chains.
Industry insiders analyze that in the short term, the methyl silicone oil market will fluctuate in line with upstream individual market trends, with limited incremental growth in traditional industries; In the medium to long term, the core growth comes from domestic substitution of high-end brands, new energy, and expansion in the medical sector. In the future, industry competition will no longer focus solely on price but on purity control, customized viscosity specifications, compliance qualifications, and stable supply capabilities. With the continued development of emerging downstream industries, the high-end methyl silicone oil market still has significant growth potential.
