With the advancement of the global "dual carbon" goal and energy transformation, organic silicon materials, as an "industrial vitamin", are gradually penetrating into the lifeline fields of the national economy such as 5G communication, new energy vehicles, and medical health, giving birth to a new blue ocean with a market size of over 100 billion yuan. In 2025, the organic silicon industry will usher in a new round of development opportunities, with emerging application scenarios becoming the core driving force for growth.
In the field of photovoltaics, organosilicon, as a key material such as encapsulation adhesive and border sealant, directly affects the service life and power generation efficiency of photovoltaic modules. With the sustained high-speed growth of global photovoltaic installed capacity, the demand for highly weather resistant and transparent organic silicon packaging materials is experiencing explosive growth. In the field of new energy vehicles, organic silicon also plays an irreplaceable role. The sealing glue for power batteries, thermal conductive potting glue, and insulation coating for charging stations all rely on the support of organic silicon materials. According to statistics, each new energy vehicle uses an average of about 3 to 5 kilograms of organic silicon materials. With the continuous growth of global sales of new energy vehicles, the annual growth rate of demand for organic silicon remains stable at over 20%.
In addition, with the wave of 5G base station construction and data center expansion, the demand for high-performance heat dissipation materials and insulation materials has sharply increased. Organic silicon, with its excellent insulation, thermal conductivity, and stability, has become the preferred material for power devices, chip packaging, and other processes. In the field of healthcare, organic silicon interface functional materials have also shown broad application prospects, such as biodegradable medical implant materials.
From the perspective of market supply and demand, the silicone industry is gradually moving out of the stage of rapid capacity expansion and entering a relatively stable development period. At present, the price and profitability of organic silicon are at a historical bottom, but due to limited new production capacity on the supply side, the space for further price decline is very limited, and the market is nurturing the possibility of price recovery. Several leading companies have raised the DMC ex factory price, driving market prices to stabilize and rebound.
Looking ahead to the future, with the continuous expansion of emerging application scenarios and the recovery of the global economy, the organic silicon industry is expected to usher in a broader development space.