(August 27, 2026) New developments have emerged in the domestic organic silicon new materials industry. As multiple intelligent production lines for high-purity vinyl silicone oil are successively unleashing capacity, the penetration rate of domestic products in high-end fields such as semiconductor packaging, new energy vehicles, and medical silicone rubber continues to rise, shifting the industry from scale expansion to quality upgrade. 

Vinyl silicone oil is the core basic raw material for liquid silicone rubber, silicone gel, and add-on sealants. Thanks to its controllable vinyl functional groups, resistance to high and low temperatures, and low volatility, it is widely used in electronics and electrical, new energy, medical consumables, photovoltaics, and other fields. Industry research data shows that by 2026, the overall domestic market size for vinyl silicone oil is expected to reach 4.56 billion yuan, a year-on-year increase of 7.8%; Among them, demand for high-end electronic and medical-grade models is growing by over 15%, far exceeding the growth rate of general-purpose products. 

On the supply side, domestic capacity for ordinary vinyl silicone oil is already sufficient, but high-end products have long been limited by technical barriers such as precise molecular weight control, ring residual control, and metal ion impurity control, so the high-end market has largely relied on overseas imports. Since 2026, many domestic new materials companies have completed process iterations, using molecular distillation, supercritical devaporation, and real-time online spectral monitoring to control cyclosiloxane residues below 50ppm and metal ion impurities below 0.5ppm, meeting electronic semiconductor material standards and matching high-threshold scenarios such as IGBT module packaging, AI server cooling, and medical liquid silicone products. 

In terms of market conditions, in August, mainstream vinyl silicone oil prices in East China remained in the 25,000-28,000 RMB/ton range, with a slight month-on-month increase; FOB China export quotes were 3,800-4,200 USD/ton, with overseas orders continuing to expand. In the first half of the year, domestic high-end vinyl silicone oil exports grew by over 34% year-on-year, with significant growth in manufacturing demand in Southeast Asia and Latin America. 

Downstream drivers continue to drive high-end vinyl silicone oil consumption through capacity expansion of new energy vehicle power devices, iteration of photovoltaic packaging materials, and widespread adoption of LSR liquid silicone products. Meanwhile, compliance requirements such as EU REACH and RoHS are tightening, changing downstream customers' purchasing logic, no longer simply comparing prices but focusing more on batch stability, low volatility indicators, and comprehensive testing report support capabilities. 

Industry insiders say that the main development theme in the second half of the year will focus on specialization and greening. Low-ring modified vinyl silicone oil, high vinyl specialty silicone oil, and modified products adapted to thermal conductivity systems will become key R&D priorities. In the future, industry competition will no longer be about mere capacity scale. Companies with stable high-end mass-production grades, complete testing systems, and formula technical support will gain greater market advantages, and the process of domestic substitution will further deepen.