Fluorosilicone rubber opens up a new blue ocean for high-end manufacturing. The dual drivers of policy and demand drive industry upgrading


1.High-end equipment manufacturing leads the market expansion, with the aerospace sector taking the lead in growth rate
With the mass production of the domestically produced large aircraft C919 and the upgrading of military equipment, the demand for fluorosilicone rubber in the aerospace field has significantly increased. The market size of this field is expected to reach 530 million yuan in 2025, with a year-on-year growth of 12.1%, mainly used in key parts such as hydraulic pipeline sealing and overall sealing of oil tanks. High-performance fluorosilicone rubber, with its fuel resistance and extreme temperature resistance, has become the preferred material for aero engine seals, and its service life is 2 to 3 times longer than that of traditional rubber. Industry forecasts suggest that the demand for fluorosilicone rubber in the aerospace sector will maintain an average annual growth rate of over 15% by 2030.

2. The electronics and electrical industry has diversified demands. 5G and semiconductors have become new engines
In the field of electronics and electrical engineering, the application scenarios of fluorosilicone rubber are constantly expanding. The construction of 5G communication base stations has driven the demand for high-frequency circuit boards. Fluorosilicone rubber, with its excellent dielectric properties, has become an ideal choice for millimeter-wave radar sealing materials. The related market size is expected to reach 2.6 billion yuan in 2025, with an annual growth rate of 12%. In the field of semiconductor manufacturing, domestic fluorosilicone rubber has made breakthroughs in the application of photolithography machine lens sealing and wafer transfer equipment. By 2025, the demand for fluorosilicone rubber sealing rings for semiconductors is expected to reach 1,200 tons, representing a year-on-year growth of 28.6%. In addition, the development of flexible display technology has given rise to the demand for optical-grade fluorosilicone rubber materials, and it is expected that a large-scale supply capacity will be formed by 2028.

3. The effect of regional industrial clusters has become prominent, with the Yangtze River Delta emerging as an innovation highland
The fluorosilicone rubber industry in China shows a significant regional agglomeration feature. The Yangtze River Delta region, with its complete chemical industry chain and policy support, has become an innovation highland in the industry. The industrial clusters in Suzhou, Ningbo and other places contribute 65% of the national fluorosilicone rubber production capacity. The output value of this region is expected to exceed 11.2 billion yuan in 2025, an increase of 14.3% compared with 2024. Local governments have promoted the in-depth integration of fluorosilicone rubber with industries such as new energy vehicles and high-end equipment manufacturing by setting up special funds and building industrial parks. For instance, Jiangsu Province has established a 500 million yuan fund for high-performance rubber materials, focusing on supporting the research and development of automotive-grade sealing materials.

4. Breakthroughs have been made in the research and development of bio-based materials, marking a crucial step towards sustainable development
Significant progress has been made in the research and development of bio-based fluorosilicone rubber in response to fluctuations in raw material prices and environmental protection pressure. Domestic enterprises have successfully developed PTFE (polytetrafluoroethylene) materials with a bio-carbon content of up to 30%. Their performance is comparable to that of traditional products, but the carbon footprint is reduced by 60%. This material has entered the pilot production stage and is expected to be industrially applied in 2026. In addition, the domestic production rate of electronic-grade hexafluoropropylene has increased to 40%, and the reliance on imported key raw materials has significantly decreased, providing a strong guarantee for the security of the industry's supply chain. Industry experts point out that bio-based materials and recycling technologies will become the core competitiveness for the sustainable development of the fluorosilicone rubber industry.