In 2025, the organic silicon industry will usher in a historic development opportunity driven by the dual forces of the new energy revolution and high-end manufacturing. From photovoltaic encapsulation adhesives to AI computing power immersion cooling fluids, from biodegradable medical materials to new energy vehicle thermal conductive potting adhesives, organosilicon is penetrating into emerging markets worth billions of dollars as an "industrial vitamin".
Technological breakthroughs have become the core engine of industry growth. The "photo induced twin polymerization" technology developed by Professor Jin Ming's team at Tongji University has increased the efficiency of organic silicon preparation by 50% and achieved zero solvent emissions. This technology has completed pilot tests in semiconductor companies such as SMIC. The silicon-based immersion coolant developed by Ningbo Runhe High tech Materials has a thermal conductivity of 0.8W/m · K, which is 40% higher than traditional mineral oil and has become the preferred material for liquid cooling solutions in data centers.
The expansion of application scenarios further opens up market space. In the field of new energy vehicles, silicon carbon negative electrode technology has entered the second half of mass production, with the silicon doping ratio increased from 15% to 50% and the energy density exceeding 400Wh/kg. Ningde Times, BYD and other enterprises have started the construction of production lines with an annual output of 100 tons, promoting the cost of silicon carbon negative electrodes to approach the target price of 100000 yuan/ton. In the field of healthcare, Professor Ding Yin's team at Nanjing University has developed an organic silicon antibacterial coating with an inhibition rate of 99.9% against Staphylococcus aureus. It has obtained FDA 510 (k) certification and is expected to cover 30% of the global high-end medical device market by 2025.
Industry leaders consolidate their competitive advantages through the layout of the entire industry chain. Hesheng Silicon Industry relies on the resource advantages of Xinjiang to increase the self-sufficiency rate of industrial silicon to 100%, and through breakthroughs in silicon carbide substrate technology, achieves small batch production of 8-inch substrates with a crystal yield rate of over 95%. In 2024, the company's revenue reached 26.692 billion yuan, net profit was 1.74 billion yuan, net cash flow from operating activities was 4.517 billion yuan, with a net to cash ratio of 2.60, becoming a benchmark for the industry to cross cycles.
With the advancement of the 15th Five Year Plan, the organic silicon industry will accelerate its transformation towards green and high-end. The technological breakthroughs in segmented fields such as fumed silica and functional silane, as well as the export expansion in emerging markets such as Southeast Asia and the Middle East, may give rise to the next billion dollar growth pole.