The fluorosilicone oil market is experiencing explosive growth: driven by both environmental protection policies and technological innovation


1.The demand for environmentally friendly alternatives has soared, and fluorosilicone oil has emerged as a star among green new materials
As global restrictions on "permanent chemicals" PFAS tighten, traditional fluorinated liquids are facing phase-out due to environmental risks. Fluorosilicone oil, with its low global warming potential (GWP close to zero) and biodegradability, has become the preferred alternative in fields such as liquid cooling in data centers and sealing in new energy vehicles. The EU plans to completely ban coolants containing PFAS by 2030, while China's Ministry of Industry and Information Technology explicitly supports the application of fluorosilicone oil in the liquid cooling market. It is estimated that the domestic liquid cooling market size will reach 128.3 billion yuan by 2025, with fluorosilicone oil accounting for more than 30%.


2. Technological breakthroughs unlock high-end application scenarios
The research team has successfully developed a special fluorosilicone oil that can withstand temperatures up to 300℃ and is radiation-resistant through molecular structure optimization. In the aerospace field, the new fluorosilicone rubber maintains stable performance under continuous irradiation with 300KGy gamma rays, providing long-term protection for satellite equipment. In the field of electronic packaging, low dielectric loss fluorosilicone oil (dielectric constant < 2.8) can meet the strict requirements of 5G communication equipment for high-frequency signal transmission. The domestic substitution rate has increased from 43% in 2020 to 68% in 2024.


3. The demand for new energy and high-end manufacturing has exploded
New energy vehicles and the semiconductor industry have become the core engines driving the growth of fluorosilicone oil. On average, about 1.2 tons of fluorosilicone oil are consumed per 10,000 electric vehicles. The popularization of 800V high-voltage platforms has further driven the demand for high-temperature resistant sealing materials. The domestic fluorosilicone oil market size reached 3 billion yuan in 2024 and is expected to increase to 3.36 billion yuan in 2025. Among them, the growth rate of sub-sectors such as battery sealing materials for power batteries and protective coatings for chip packaging exceeded 25%.


4. The integration of industrial chains and the acceleration of global layout
The expansion of upstream fluorine-containing monomer production capacity (such as hexafluoropropylene) has reduced the production cost of fluorosilicone oil, and midstream enterprises have cut unit energy consumption by 18% through continuous production processes. Domestic enterprises are accelerating their layout in overseas markets. The export volume of fluorosilicone oil to Europe is expected to increase by 120% in 2025. Meanwhile, they are participating in international liquid cooling projects such as the NEOM New City in Saudi Arabia through the "Belt and Road Initiative", with costs 40% lower than those of fluorinated liquids. The industry concentration continues to rise, and the market share of the top five enterprises is expected to increase from 76% in 2024 to 81% in 2025.