In April 2025, as the global energy transition and new material revolution accelerate, the organic silicon industry will usher in a historic development opportunity. The annual production of 1.6 million tons of organic silicon project by Qiya Group has entered the sprint stage in the Zhundong Economic and Technological Development Zone in Xinjiang. This world's largest silicon-based full industry chain base is expected to be completed and put into operation by the end of 2026, which will reshape the global organic silicon industry pattern.
Technological breakthroughs lead to a revolution in production capacity
The total investment of this project exceeds 20 billion yuan, using internationally leading AI production control system and green electricity coupling technology, and supporting the construction of the world's largest single set of 500000 tons/year synthesis equipment and 8-meter diameter distillation tower. Its core process utilizes three-dimensional innovation of resources, technology, and market to increase raw material conversion rate by 18% and reduce comprehensive energy consumption by 15% compared to industry standards. The project leader revealed that after production, it will fill the 30% production capacity gap of high-end silicone products in China, and promote the global market share of silicone products in China to jump from 35% to 45%.
Emerging demand drives billions of blue oceans
Under the dual wheel drive of photovoltaics and new energy vehicles, the demand for organic silicon materials has shown explosive growth. By 2024, the global installed capacity of photovoltaics will exceed 400GW, driving an annual increase of 35% in demand for high weather resistant encapsulation adhesives; The sales of new energy vehicles have exceeded 20 million units, with an average use of 3-5 kilograms of organic silicon materials per vehicle, driving the annual growth rate of the power battery sealant and thermal conductive sealant market to over 20%. In addition, the demand for high value-added products such as flexible silicone and electronic skin in AI terminal devices has surged, and it is expected that the global market size will reach 18 billion yuan by 2025, with a compound annual growth rate of 35%.
Top enterprises accelerate technological breakthroughs
Industry leader Hesheng Silicon Industry continues to lead with its full industry chain advantage. Its Xinjiang "coal electricity silicon" integrated base has achieved 100% self-sufficiency in industrial silicon, with single ton electricity consumption reduced to below 10000 kWh and costs 20% lower than the industry average. The company has made a breakthrough in silicon carbide substrate technology, with a 6-inch crystal yield rate of over 95%, and 8-inch products entering the verification stage, with technical indicators comparable to international giants. In 2024, Hesheng Silicon Industry's production of organic silicon monomers reached 1.35 million tons, with a historic high in operating revenue, an increase in research and development investment to 4.2%, and a total of 632 authorized patents.
Industrial chain integration deepens international layout
Faced with the infrastructure needs of emerging markets such as Southeast Asia and the Middle East, Chinese silicone enterprises are accelerating their global layout. In 2024, China's export volume of organic silicon reached 546000 tons, a year-on-year increase of 34.2%, and its market share in Vietnam, India and other markets exceeded 40%. Qiya Group and the Chinese Academy of Sciences jointly establish a joint laboratory, focusing on tackling high-end fields such as photovoltaic packaging materials and medical silicone; Runhe Material's electronic grade hexamethyldisiloxane product has a purity of 99.999%, breaking the monopoly of overseas technology.
Policy escorts industrial upgrading
The Ministry of Natural Resources has newly established high-purity quartz ore to provide key raw material guarantees for the organic silicon industry chain. The Ministry of Industry and Information Technology and other departments have issued the "Action Plan for High Quality Development of New Materials Industry", which clearly lists organosilicon as a key direction for strategic emerging industries. The Zhundong Base in Xinjiang has achieved deep coupling between zero carbon energy and silicon-based materials through the full industry chain loop of "quartz ore industrial silicon organic silicon high-end materials", becoming the world's first green new material industry cluster with a value of billions.
With the launch of the Xinjiang super project in 2026, China's organic silicon industry will form a "dual core driven" pattern - a technological innovation highland represented by Hesheng Silicon Industry in the east and a large-scale manufacturing base led by its sub group in the west. This battle for the global discourse power of new materials is driving China's transition from a major producer of organic silicon to a technological powerhouse.