In 2026, the global vinyl silicone oil market will maintain medium single digit growth, with new energy vehicles, 5G communication, and AI computing power as the three core engines. But the real structural opportunity lies in electronic grade products - this is the highest purity, highest added value, and widest domestic substitution space segment.

The gap between electronic grade and industrial grade is a technological divide. Electronic grade requires volatile matter to not exceed 0.2%, residual ring content to be less than 300 ppm, and alkali metal ions and radioactive elements to be controlled at ppb or even ppt levels. These indicators directly determine the yield and reliability of chip packaging, and China has long relied on imports.

Changes are happening. Several domestic enterprises have reached strategic cooperation and plan to mass produce electronic grade products by 2027. Some top material companies plan to raise funds to expand production, adding an annual production capacity of 5000 tons of electronic grade vinyl silicone oil. Some companies have also obtained patents for low ring content preparation processes, achieving breakthroughs in reducing conductivity.

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