I. Market Size Continues to Expand, High-End Transformation Accelerates
China's silicone resin industry is undergoing a strategic transformation from traditional sectors to high-end manufacturing. Industry forecasts predict that the market will expand at a 10% compound annual growth rate from 2025 to 2030, with the overall market size expected to exceed 50 billion yuan by 2030. This growth is driven by explosive demand from emerging industries such as new energy vehicles, 5G communications, and semiconductor packaging. For example, demand for high-temperature-resistant silicone resins in new energy vehicle battery encapsulants and motor insulation materials has surged, reaching 26% of the market share in 2025 and projected to rise to 28% by 2030. Demand for high-performance silicone resins in 5G base station heat dissipation materials is growing at an annual rate exceeding 25%, driving the industry's upgrade towards higher value-added products.

II. Technological Innovation Breaks Through Barriers, with Greening Becoming the Main Theme
Technological iteration is the core engine of industry upgrading. Domestic companies have achieved breakthroughs in catalyst optimization and reaction process improvements, reducing energy and water consumption per unit of product by 20% and 35%, respectively, and achieving by-product utilization rates approaching internationally leading levels. The research and development of bio-based silicone resins has become a new focus. Bluestar Chemical, using biocatalytic technology, has developed a series of PDMS resins with performance comparable to traditional petroleum-based products, but with a 40% lower carbon footprint. The company is projected to reach a 15% market share by 2030. Furthermore, tightening environmental protection policies are forcing industrial upgrades, with low-VOC and halogen-free products becoming mainstream. By introducing AI algorithms to optimize production processes, one company has reduced monomer synthesis energy consumption by 12% and increased production efficiency by 18%.

III. Deeply Expanding Application Scenarios and Exploding Demand in Emerging Fields
The application boundaries of silicone resins continue to expand. In the electronics and electrical sector, the demand for high-purity, high-heat-resistant silicone resins in 5G equipment is driving the development of specialty materials. In the healthcare sector, the market for biocompatible silicone catheter and implantable device coatings is expected to reach 3 billion yuan in 2025 and double to 6 billion yuan in 2030. In the new energy sector, demand for photovoltaic module encapsulants and lithium battery electrolyte additives is growing exponentially, reaching 18% of the market share in 2025 and rising to 22% in 2030. In addition, the demand for high-temperature and radiation-resistant special silicone resins in extreme environment applications such as aerospace, national defense and military industries is also growing rapidly.