(November 3, 2026) Recently, there have been several developments in the field of special organic silicon materials in China. High-activity, low-chlorine epoxy silicone oil products have undergone process improvements and achieved stable mass production. This has helped to fill the gaps in the domestic supply chain for high-end modified silicone oils. These products are being used in applications such as semiconductor packaging, protective coatings for new energy technologies, and high-performance industrial coatings, thereby facilitating the replacement of imported products.

Epoxy silicone oil is a functional modified material that contains both epoxy active groups and siloxane flexible chains. It combines the adhesion properties of epoxy resins with the cross-linking ability of siloxanes, as well as the resistance to high and low temperatures, low stress, and weather resistance provided by organic silicons. It can be used as a resin toughening agent, interface compatible agent, or coating leveling agent, helping to address the problems associated with traditional epoxy systems, such as their brittleness, tendency to crack under thermal cycling, and insufficient resistance to UV degradation. According to industry experts, this product comes in various specifications, including end-epoxy, side-chain epoxy, and phenyl-epoxy types. General-purpose versions are mainly used in anti-corrosion coatings and composite material modifications. Electronic-grade and optical-grade products require strict control over hydrolyzable chlorides, small molecule residues, and the degree of epoxy groups. Previously, these products relied heavily on foreign suppliers.

With the expansion of China’s photovoltaic, power semiconductors, and automotive electronics industries, demand for low-impurity epoxy silicone oil from downstream industries continues to increase. Adding appropriate grades of epoxy silicone oil to encapsulation adhesives can reduce internal stresses caused by thermal expansion and contraction after chip and LED device encapsulation, thereby improving long-term reliability. In wind power and outdoor equipment anti-corrosion coatings, it enhances the adhesion and hydrophobicity of the paint film, extending the protection period under salt spray and UV conditions. Additionally, it serves as an important reactive modification agent in copper-clad laminates, inks, and specialty polyurethane synthesis.

Since the third quarter of this year, many silicone companies in East China have carried out technical upgrades on their production lines, adjusting their production capacity to focus on high-value-added epoxy silicone oil and related products, while reducing the proportion of low-margin general-purpose silicone oils. Their production strategies are shifting towards low-VOC, solvent-free, and water-emulsified epoxy silicone oils, which align with the increasingly stringent environmental regulations in the coatings and electronics industries in China.

Industry analysts suggest that the current situation in China’s epoxy silicone oil market is highly differentiated: ordinary industrial-grade products are in surplus, leading to fierce competition; however, high-end products for electronic, optical, and semiconductor applications remain in short supply, and this is where companies invest heavily in research and development. As relevant national standards for “end-epoxy-based polyether silicone oil” are implemented, product specifications, testing methods, and packaging and storage practices will become more standardized. This will facilitate customer selection and batch verification, thereby lowering the barriers to introducing new materials.

Looking ahead, fluctuations in the cost of organic silicon raw materials and the order volume in the new energy electronics sector will continue to affect the pricing and delivery timelines of epoxy silicone oil. Industry experts expect that in the next two years, the competition among domestic manufacturers of epoxy silicone oil will shift from pure capacity competition to customized molecular design, stable batch supply, and technical support services. B2B exports to overseas semiconductor and new energy customers are likely to increase steadily.