With the rapid development of emerging industries such as new energy, semiconductors, and biomedicine, organic silicon materials are becoming an indispensable key material in various fields due to their excellent temperature resistance, electrical insulation, and biocompatibility. In the first quarter of 2025, domestic demand for organosilicon will increase by 11.4% year-on-year, and the annual demand is expected to exceed 2.8 million tons. The industry's supply and demand pattern will continue to optimize, and leading enterprises will seize market opportunities through technological breakthroughs and industrial chain extensions.
Driven by emerging demand, the industry enters an upward cycle
In the field of new energy, the application scenarios of organic silicon materials are constantly expanding. In the photovoltaic industry, organic silicon serves as an encapsulation material and anti reflective coating for solar panels, which can improve photovoltaic conversion efficiency and extend module lifespan; In the field of lithium batteries, it serves as a solid electrolyte, sealing material, and thermal conductive medium, effectively ensuring the safety and thermal management performance of the battery. In addition, organosilicon also plays an important role in the three electric systems of new energy vehicles, hydrogen fuel cells, and 5G communication equipment. According to industry predictions, the consumption proportion of organic silicon in the new energy sector will increase to over 30% by 2025, becoming the core driving force for demand growth.
Technological iteration accelerates, high-end products become the focus of competition
Faced with the pressure of overcapacity in traditional fields, leading enterprises are transforming into high-end markets through technological innovation. Hesheng Silicon Industry and other enterprises have successfully developed high transmittance silicone, biocompatible silicone, and electronic grade silane products suitable for humanoid robots, as well as for semiconductor packaging. In the field of silicon carbide, Hesheng Silicon Industry has achieved a yield rate of over 95% for 6-inch silicon carbide substrates and accelerated the mass production process for 8-inch substrates through an integrated layout of "coal electricity silicon". Technological breakthroughs not only enhance the added value of products, but also help enterprises break international monopolies and promote the process of domestic substitution.
Industry integration deepens, green production becomes a trend
Under the promotion of policies, the organic silicon industry is accelerating its transformation towards greenization and intelligence. Enterprises reduce energy consumption through circular economy models, such as Hesheng Silicon Industry optimizing its quartz sand mineral blending process to increase its self production and self use ratio to over 80%, while utilizing low-cost electricity resources in Xinjiang to compress production costs. In addition, the full chain digital transformation has become an industry consensus, and enterprises can improve automation efficiency through intelligent production systems, reduce manual intervention, and further consolidate their competitive advantages.
Future outlook: Technology driven and demand driven dual wheel advancement
With the advancement of the 15th Five Year Plan, the organic silicon industry will usher in a new round of growth opportunities. Experts point out that the demand for high-performance silicone materials in emerging fields such as flexible electronics, aerospace, and biomedicine will continue to be released, and green production processes and special monomer development will become the key for enterprises to break through overseas technological barriers. In this context, enterprises with integrated layout, technological innovation capabilities, and high-end product reserves are expected to stand out in the industry reshuffle and lead China's silicone industry towards the high-end of the global value chain.