1. Development status: capacity expansion and high-end development in parallel
The global silane market is showing a rapid growth trend. The market size will exceed 5 billion yuan in 2024 and is expected to reach 6 billion yuan in 2025, with an annual compound growth rate of more than 6%. As the world's largest consumer, China's functional silane production will reach 401,400 tons in 2024, an increase of 8.5% year-on-year, and demand will reach 272,500 tons, an increase of 9.3% year-on-year. The electronic-grade silane gas segment is particularly prominent. Domestic companies such as Silane Technology have achieved large-scale production of high-purity electronic silane gas above 6N level, and the demand in the photovoltaic and semiconductor industries accounts for more than 60%.

The differentiated development of the sub-sectors is significant:
Photovoltaic field: N-type battery technology iteration drives silane demand by 50%, and TOPCon batteries use 24 tons of silane per GW.
Semiconductor field: Electronic silane gas above 7N level is used for thin film deposition, epitaxial growth and other links in chip manufacturing, and the localization rate has increased to 65%.
New energy batteries: The industrialization of silicon-based negative electrode materials is accelerating. It is estimated that the demand for silicon-carbon negative electrodes will reach 200,000 tons in 2025, driving the demand for silane gas to exceed 26,000 tons.
Technological breakthroughs accelerate domestic substitution: Domestic companies have mastered core synthesis technologies such as silane coupling agents and cross-linking agents. The output of high-end products such as sulfur-containing silanes and aminosilanes accounts for more than 35%, and the price is 15%-20% lower than that of imported products.

2. Outlook: Four major trends reshape the industry landscape
High-end breakthrough: The purity requirements for silane in the semiconductor and new energy fields have been raised to 9N or above, and the market size of electronic-grade silane gas is expected to exceed 3 billion yuan. The research and development of emerging materials such as biomedical silanes and nanosilanes has accelerated, driving the added value of the industry.
Green transformation: Low-VOCs silane coupling agents and degradable silane materials have become the focus of research and development. Policies have forced companies to eliminate backward production capacity, and the industry concentration has further increased.
Intelligent upgrade: AI process control has increased the production yield to 99.5%, and predictive maintenance has reduced equipment downtime by 40%. Companies such as Silane Technology have achieved full-process automated production through digital transformation.
Global layout: The infrastructure boom in Southeast Asia and the Middle East has spawned overseas demand, and domestic companies are accelerating overseas factory construction. Heyuan Gas plans to reach an electronic silane production capacity of 20,000 tons in 2025, and exports are expected to account for more than 30%.

In the next five years, the silane industry will evolve around the main line of "localization of high-end materials, popularization of green processes, normalization of intelligent manufacturing, and localization of global supply chains". The market size is expected to exceed 10 billion yuan, becoming an important growth pole in the field of new materials.