(August 10, 2026) The domestic phenyl silicone oil industry is undergoing continuous technological iteration. With breakthroughs in key technologies such as synthesis processes, purity control, and molecular structure modification, domestic Phenyl Silicone Oil is accelerating import substitution, opening new growth opportunities in multiple sectors including AI intelligent computing immersion liquid cooling, new energy vehicles, semiconductor packaging, optoelectronic materials, and high-end daily chemicals.

Phenyl silicone oil is a type of special organosilicon material that introduces phenyl groups into the polysiloxane main chain. Compared to ordinary dimethyl silicone oil, it offers superior resistance to high and low temperatures, radiation resistance, high insulation, high refractive index, and good compatibility with organic resins. It can operate stably for long periods within a temperature range of -70°C~380°C, making it an indispensable functional chemical raw material in high-end manufacturing.

According to the latest statistics from the China Fluorosilicon Organic Materials Industry Association, domestic production of phenyl silicone oil is expected to increase by 12% year-on-year in 2025. However, high-end grades such as high phenyl and ultra-high electronic purity have long relied on overseas imports, restricting the independent and controllable progress of some domestic high-end industrial chains. Entering 2026, multiple domestic silicone companies will join forces with research institutions to complete technological breakthroughs. High refractive index, electronic-grade, and liquid-cooled specialized phenyl silicone oils have successively achieved 10,000-ton industrialization, with core indicators benchmarked against international top-tier products and breaking the long-standing overseas technology monopoly.

Currently, the explosive growth of emerging downstream industries is driving up demand for phenylyl silicone oil rapidly. In the AI computing power field, methylphenyl silicone oil, which is highly insulating and low evaporable, is widely used as an immersion liquid cooling medium in high-density GPU intelligent computing servers, effectively addressing the pain points of traditional coolants that are volatile and corrosive. Institutions estimate that domestic consumption of phenyl silicone oil in the semiconductor and data center sectors will see significant growth by 2026. In the new energy sector, phenyl silicone oil is used for power device IGBT packaging, photovoltaic inverter sealing, and thermal management modification materials for power batteries, enhancing equipment temperature resistance, weather resistance, and insulation reliability; The optoelectronics industry utilizes its adjustable refractive index and high light transmittance characteristics for LED packaging, automotive LiDAR, and AR-VR optical device potting materials.

Beyond industrial electronics, medium to low phenyl content phenyl silicone oil is widely used in high-end makeup, skincare, and haircare products, enhancing formula gloss, silky skin, and film formation performance. The daily chemical sector has become one of the key consumer markets for phenyl silicone oil.

Industry analysis indicates that from 2026 to 2028, the global phenyl silicone oil market will maintain an average annual growth rate of about 6-7%, with the Asia-Pacific region as the core consumer market. The domestic industry is shifting from general silicone oil to high value-added specialty silicone oil, with future development focused on three directions: first, continuously improving stable mass production capacity for ultra-high purity, customized phenyl content products; Second, developing modified new products for AI liquid cooling, aerospace, marine corrosion protection, and other scenarios; Third, develop low-VOC and green synthesis processes to improve overall downstream solution capabilities.

As the local industrial chain continues to mature, domestic phenyl silicone oil will further reduce downstream high-end material procurement costs, supporting the high-quality development of China's new energy, computing infrastructure, optoelectronic display, and other industries.