1. Development status: technology-driven and market expansion in parallel
Silicone pressure-sensitive adhesive has become a core adhesive material in the fields of electronics, automobiles, construction, etc. due to its excellent resistance to high and low temperatures, chemicals, aging and environmental protection. The global market size has grown from 1.5 million tons in 2020 to an estimated 2 million tons in 2025, with an annual compound growth rate of 6.5%. As the world's largest consumer, China's market size is expected to exceed 600,000 tons in 2025, accounting for more than 30% of the global share.

Technological breakthroughs and product iterations:
Environmental protection: Low-VOC and solvent-free products account for more than 40%, in compliance with EU REACH regulations. For example, the VOC content of environmentally friendly products developed by a certain company is less than 10%.
High performance: Nanotechnology improves weather resistance and bonding strength. For example, a silicone sealant company has achieved full process automation through an intelligent production line, and the product performance is stable.
Functionalization: Thermally conductive and insulating pressure-sensitive adhesives have been developed for scenarios such as new energy vehicle battery packaging and 5G base station heat dissipation.
Competitive landscape:International giants such as 3M and DuPont occupy the high-end market, with 3M's global market share exceeding 15%;
Domestic companies such as Silicon Power Technology and Agilent have rapidly risen in the electronics and construction fields with their cost advantages and localized services, with Silicon Power Technology's domestic market share reaching 5%.

2. Outlook: Emerging demand and green transformation drive dual-wheel drive
Application field expansion:
Electronics industry: 5G and the miniaturization of IoT devices drive the demand for flexible circuit boards and screen bonding, and it is expected that the demand in the electronics field will account for more than 35% in 2025.
Automotive industry: The demand for new energy vehicle battery pack packaging and lightweight interior bonding has surged, and the automotive market size is expected to reach US$4 billion in 2025.
Construction industry: Green buildings have higher requirements for the durability of sealants, and the demand in the construction field will increase to 150,000 tons in 2025.

Market trends:
Environmental protection regulations force transformation: Global environmental protection policies are becoming stricter, which has prompted companies to increase the research and development of green products. It is expected that environmentally friendly products will account for more than 30% in 2025.
Accelerated industrial chain integration: Leading enterprises have achieved full industrial chain layout through mergers and acquisitions, such as one enterprise extending upstream to metal silicon raw materials to enhance risk resistance.
Rise of emerging markets: The recovery of infrastructure in Southeast Asia and the rise of electronic manufacturing in India provide new opportunities for Chinese enterprises to export.

Challenges and opportunities:
Technical barriers: Continuous investment is required in the research and development of high-performance products, such as the high technical threshold of nano silicone sealant;
Cost pressure: Fluctuations in raw material prices affect profits, and enterprises need to respond through hedging and strategic reserves;
Policy risks: Trade barriers such as the EU REACH regulations require enterprises to strengthen compliance management.

In the future, the silicone pressure-sensitive adhesive industry will accelerate its transformation towards high-end and green, and enterprises with core technologies, full industrial chain layout and international vision will have a competitive advantage.