(October 30, 2026) The domestic organic silicon new material industry is continuing to grow. High-end vinyl silicone oils, characterized by low ring bodies, low volatilization, and high batch stability, are seeing an increase in orders. The pace of substitution of domestic materials in areas such as semiconductor packaging, new energy vehicles, and medical liquid silicone rubber is also accelerating.

Vinyl silicone oil is a polysiloxane with active vinyl functional groups in its molecular chain. It serves as the core material for additional liquid silicone rubber, thermal conductive gels, electronic encapsulation adhesives, and high-temperature vulcanized silicone rubber. Through addition and curing reactions between vinyl groups and hydrogen-containing silicone oils under a platinum catalyst, the cross-linking process does not result in the release of small molecules, and the shrinkage rate is low. These properties include resistance to high and low temperatures, electrical insulation, and aging resistance. Therefore, vinyl silicone oil is a crucial intermediate in the organic silicon industry chain. Its viscosity and vinyl content can be customized according to the requirements of downstream applications.

Industry data shows that there is sufficient production capacity for general-purpose vinyl silicone oil in China, and market competition is becoming increasingly intense. However, there are long-term technical challenges related to low-ring-body vinyl silicone oils used in electronics and medical applications. The main difficulties lie in the removal of ring bodies, control of trace metal ions, and management of molecular weight uniformity. Traditional products have a high level of ring bodies, which can cause problems such as precipitation, fogging, and contact failure in downstream products. They also cannot meet international environmental regulations like REACH and RoHS. Many high-end manufacturing clients need to add additional sulfurization processes, which increases production costs and reduces yield.

With continuous advancements in purification techniques, continuous synthesis methods, and molecular distillation technologies in China, several new material companies have been able to produce low-ring-body vinyl silicone oils at a stable level. The volatility of ring bodies such as D4 and D5 has been kept very low, eliminating the need for additional sulfurization steps in the downstream process. The quality standards for cleanliness are suitable for applications such as semiconductor IGBT module packaging, power battery thermal management gaskets, optical silicone, and medical materials. In the first half of this year, exports of high-end vinyl silicone oil in China increased significantly. Orders from Southeast Asian and European customers have also risen steadily, making foreign trade a significant source of growth.

Looking at the structure of downstream demand, the new energy sector is the main driver of growth. Sealing of power battery packs, electronic encapsulation, and high-voltage insulation components continue to drive demand for high-purity vinyl silicone oil. The consumer electronics and wearable devices industries are driving demand for transparent liquid silicone rubber. The medical industry has stricter requirements for odorless, high-purity raw materials, which forces upstream manufacturers to improve their quality control systems. Additionally, the popularity of LSR liquid injection molding processes means that downstream manufacturers have higher expectations for the consistency of raw material viscosity and batch quality. The focus is shifting from simply competing on price to providing technical services and customized formulations.

Industry analysts believe that future competition in the vinyl silicone oil industry will shift from mere production expansion to differentiation and sustainability. Research directions include low-VOC synthesis methods, specialty vinyl silicone oils with side-chain modifications, and ultra-high-purity electronic products. With the advantage of a complete organic silicon industry chain in China, local companies are expected to continue to gain market share in high-end applications. They will gradually develop full-chain supply capabilities, from basic monomers to downstream silicone products, thereby providing stable materials for strategic industries such as new energy, semiconductors, and biomedicine.