The fluorosilicone compound industry is experiencing structural growth driven by both policy and market forces
Benefiting from the advancement of the national "dual carbon" strategy and the upgrading of high-end manufacturing, the market for fluorosilicone compound rubber in China has recently shown a rapid growth trend. Data shows that the industry's market size is expanding at an average annual growth rate of double digits. Emerging fields such as new energy vehicles, semiconductors, and medical health have become core growth poles, and the industry's development is facing structural opportunities.

1.Policy dividends safeguard industrial upgrading
A number of national policies have injected impetus into the development of the fluorosilicone compound rubber industry. The "14th Five-Year Plan for the Development of the Raw Materials Industry" clearly states that breakthroughs should be made in the "bottleneck" technologies of high-end fluoropolymers. The "Guidance Catalogue for the First Batch Application Demonstration of Key New Materials" has listed high-purity fluorosilicone rubber as a key strategic material. Various regions have successively introduced financial subsidies and tax preferential policies to support enterprises in carrying out green process transformation and high-performance product research and development, promoting the transformation of the industry towards functionalization and environmental protection.


2. Downstream demand has seen a multi-point surge
The automotive industry remains the largest consumer market, accounting for 40% of the total consumption in 2024. The rapid penetration of new energy vehicles has driven a sharp increase in demand for battery pack sealing, motor insulation, etc. On average, each new energy vehicle consumes 0.8 to 1.2 kilograms of fluorosilicone compound. The demand in the aerospace field has been steadily increasing. The advancement of domestic large aircraft projects and the development of commercial aerospace have driven the purchase volume of high-purity and low-volatile products. The electronic and electrical industry has benefited from the expansion of 5G base stations and the semiconductor industry, with a usage share reaching 20%. The demand for scenarios such as Mini/Micro LED packaging has grown significantly.


3. Products are evolving towards high-end customization
The industry is accelerating its transformation from general-purpose products to high-end customization. The requirements for material performance vary significantly across different application fields: the automotive field focuses on oil resistance and control of compression set, the aerospace industry emphasizes mechanical stability over a wide temperature range, and the medical field needs to meet strict biocompatibility standards. Environmentally friendly and recyclable products have become a research and development hotspot. The proportion of high-end grades with low odor and low ionic impurities has been continuously increasing, accelerating the process of domestic substitution.


4. The market size continues to expand
It is expected that from 2025 to 2030, China's fluorosilicone compound rubber market will maintain an average annual compound growth rate of around 9.8%, and the growth rate in emerging fields such as new energy and semiconductors will exceed 25%. With the maturation of technology and the expansion of application scenarios, the product structure is constantly optimized, and the self-sufficiency rate of high-end grades is gradually increasing. Driven by both policy guidance and market demand, the industry will achieve high-quality and sustainable development.