In the first half of 2025, the Chinese smartphone market achieved impressive results, with a shipment volume of 140.6 million units, accounting for approximately 23% of the global market share. In the high-end market of 4000-6000 yuan, Huawei, Xiaomi, and vivo have performed outstandingly, accounting for over 60% of total sales and forming a dominant pattern. Among them, vivo has become the only brand among the top three in this price range to achieve positive growth in sales, with its high-end market share significantly increasing by about 59 percentage points year-on-year, demonstrating strong development momentum.
As the world enters a new cycle of phone replacement, the silicone phone accessories market has formed a significant linkage effect with it. According to data from multiple silicone product manufacturers in Guangdong, orders for silicone phone cases have continued to rise this year, with a growth rate of up to 30% in exports to European and American markets. Matte color series has become the mainstream demand in the market. This phenomenon indicates that the recovery of the terminal market is effectively transmitted to the upstream parts supply chain, promoting the coordinated growth of the entire ecosystem.
In the first week after the holiday, the silicone market opened well with prices rising across the board
In the first week after the holiday, the domestic silicone market had a good start, with product prices generally rising. The mainstream quotation of DMC has risen to 11100-12300 yuan/ton, and the prices of major downstream products such as 107 rubber, raw rubber, and ordinary silicone oil have also risen synchronously, with an increase ranging from 100-300 yuan/ton. With the arrival of the traditional peak demand season of "Silver Ten", the market's transaction center has shifted upward, and some large factories have reported a significant increase in pre-sale orders and inquiries, achieving a "simultaneous increase in quantity and price". This upward trend is the result of multiple factors working together in the upstream, midstream, and downstream of the industrial chain.
Raw materials and supply: dual effects of cost support and supply tightening
Stable support for raw material costs: The price of silicon metal, the main raw material for organosilicon, has been stable and slightly strong recently. Affected by environmental policies and the expectation of rising costs during the dry season in Southwest China, the bottom support of metal silicon prices is strong, laying a solid cost foundation for the organic silicon market.
Centralized device maintenance and tight supply: The core driving force behind this round of price increases comes from the centralized maintenance of upstream individual factories. In response to market changes, multiple single unit factories in Xinjiang, Shandong, and Hubei regions with concentrated domestic production capacity have initiated proactive production cuts, planning to reduce overall operating loads by about 50%, which is expected to lead to a significant contraction in regional supply. At the same time, the pre-sale orders of "Golden Nine" in the early stage are in a concentrated delivery period, further squeezing the available spot resources in the market and exacerbating the tight supply situation.
Policy and Competition: Enhancing the Discourse Power of Individual Factories, Reshaping the Pattern of 'Anti Internal Competition'
Against the backdrop of current supply contraction, the discourse power of individual factories has significantly increased, successfully driving up prices and achieving a "simultaneous increase in quantity and price". The policy of "disorderly price competition" in industry governance has shown initial results, marking a new stage of "value competition" in the industrial chain from the vicious cycle of "price war". The "anti internal competition" policy is essentially guiding individual factories to carry out "supply side reforms", promoting enterprises to compete by improving product quality and operational efficiency, rather than dumping at low prices. This helps to repair corporate profits and promote the healthy development of the industrial chain.
Demand and procurement: Moderate recovery in demand during peak season, cautious procurement strategy
Organosilicon has a wide range of downstream applications, including silicone rubber (used in construction, new energy, household appliances), silicone oil (used in textile additives, daily chemical products), silicone resin (used in coatings, electronics) and other fields. At present, it is the traditional peak season of "Golden September and Silver October", and downstream demand for building sealants, textile additives and other fields has rebounded, but the overall recovery is relatively mild and there has been no explosive growth. Therefore, the increase in procurement volume in this round is more based on the market sentiment of "buying up, not buying down" and the expectation of supply tightening, which belongs to the stage replenishment behavior. Downstream enterprises have limited acceptance of high priced resources, and their procurement strategies tend to be cautious, which to some extent constrains the magnitude and sustainability of this round of price increases.
Suddenly! Big factory explosion and fire, adding variables to the market
On the afternoon of October 11, 2025, at around 17:00, the factory of XX Chemical Co., Ltd. located on Yanhuang Avenue in Huayang Industrial Agglomeration Zone, Baihe Town, Mengjin District, Luoyang, Henan Province, suddenly exploded and caused a large fire. The fire on site was fierce, with thick smoke billowing and flames soaring into the sky. On the same day, Baihe Town, Mengjin District, Luoyang City, Henan Province, issued an official announcement: Around 17:00 on October 11, 2025, a fire broke out at XX Chemical Co., Ltd. on Yanhuang Avenue in Baihe Town, Mengjin District. After the fire broke out, the local emergency response was immediately activated, and the district emergency management bureau, fire rescue brigade and other departments quickly rushed to the scene for disposal. Fortunately, no one was trapped or injured at the scene, but the cause of the fire is still under further investigation.