1. Market Size Continues to Expand, with High-End Demand as the Core Driver
The Chinese silane market is experiencing explosive growth. The functional silane market exceeded 5.15 billion yuan in 2024 and is projected to expand at a compound annual growth rate of 12.5% from 2025 to 2030, reaching over 40 billion yuan in 2030. This growth is driven by three key sectors:
Semiconductor Industry: As a key material in chip manufacturing, demand for electronic-grade silane has surged with the expansion of domestic integrated circuit production capacity. China's semiconductor market reached $478.8 billion in 2023 and is projected to exceed $600 billion in 2025, directly driving a 12% compound annual growth rate in demand for electronic-grade silane.
New Energy Sector: Demand for silanes in the photovoltaic industry continues to grow rapidly. China's newly installed photovoltaic capacity reached 178.6 GW in 2023 and is expected to reach 330 GW by 2025, driving a 15% annual growth rate in demand for solar-grade silane. At the same time, the new energy vehicle industry chain is accelerating its deployment of silicon-based anode materials. Demand for silane in the silicon-carbon anode field is expected to reach 20,000 tons in 2025, with a compound annual growth rate of 242.8%.
High-end manufacturing: Demand for high-performance silanes is rising in fields such as 5G communications and aerospace. For example, silanes are used as adhesives and sealants in electronic packaging materials, enhancing the stability of electronic products. In aircraft engine thermal protection coatings, silane-based materials can withstand extreme temperatures.

II. Technological iteration and industrial upgrading are reshaping the competitive landscape.
The industry is transforming towards high purity, customization, and green development:
Purity breakthroughs: Domestic companies have achieved large-scale production of electronic-grade silanes above 6N, with purities exceeding 99.9999%, meeting the needs of high-end chip manufacturing.
Process innovations: New technologies such as the chlorosilane disproportionation method and the ZSN method improve production efficiency, reducing energy consumption per unit product by 20% and increasing material utilization to 98%. Green Transformation: Biocatalysis and carbon capture and utilization (CCU) technologies are reducing carbon emissions, and the proportion of low-VOC silane products has increased to 35%, complying with the "dual carbon" policy.
Leading companies are building competitive defenses through mergers and acquisitions, restructuring, and technological barriers, while small and medium-sized enterprises are focusing on differentiated competition in niche areas. Industry concentration is expected to increase from 35% to 50%.