I. Current Development Status: Market Expansion and Structural Upgrading in Parallel Progress
China's silicone release coating industry is experiencing rapid growth, with both volume and price increases. The market size exceeded 15 billion yuan in 2024 and is projected to reach 40 billion yuan by 2030, with a compound annual growth rate of 12.5%. This growth is primarily driven by three major factors:
Explosive demand in the new energy sector: Demand for high-performance release coatings is surging in applications such as photovoltaic module encapsulants and lithium battery separators. For example, China's annual photovoltaic module production exceeds 500GW, 90% of which utilize silicone release film for encapsulation, driving the new energy sector's market share from 18% in 2024 to 25% in 2030.
The electronics industry's high-end transformation: Applications such as 5G base station heat dissipation materials and semiconductor packaging place stringent demands on release coatings for high-temperature resistance and chemical stability. UV-curable release coatings from international giants such as Germany's Evonik have achieved millisecond-level curing speeds, meeting the demands of high-speed electronic component placement. Biocompatibility breakthroughs in the medical field: Liquid silicone rubber (LSR), due to its non-toxic and hypoallergenic properties, is widely used in orthopedic implants and drug delivery systems. Medical-grade silicone catheters developed by domestic companies have rapidly captured market share after passing biocompatibility certification.

II. Future Prospects: Green and Intelligent Industries Lead Industrial Transformation
Green technologies are driving industrial upgrades: Solvent-based release agents are being phased out due to VOC emissions concerns, while solvent-free, emulsion-based, and UV-curable products are becoming mainstream. For example, Guangdong Yongzhuo's acrylate-modified silicone fluid, which uses UV/moisture dual-cure technology to shorten the cure time to under 3 seconds, is colorless and transparent, and contains less than 0.1% impurities. It has been used in high-end food packaging.
Intelligent production is reshaping the competitive landscape: Leading companies are integrating R&D, production, and logistics data through a "material cloud platform" to enable customized production. One company's integrated "battery pack sealing, thermal management, and wiring harness insulation" solution for new energy vehicle manufacturers has shortened the customer's development cycle by 40%, driving the industry's transition from "product supply" to "solution services." Domestic substitution accelerates high-end market penetration: While domestic dependence on imports for silicone release coatings will still reach 10% in 2024, local companies have achieved significant technological breakthroughs. The heat-curing silicone release coating developed by the Wuhan Advanced Research Institute has already achieved performance indicators comparable to similar international products, and large-scale domestic substitution is expected by 2026.

Industry Implications: Driven by the dual goals of carbon reduction and manufacturing upgrades, the silicone release coating industry is shifting from scale expansion to quality improvement. Companies need to focus on the research and development of high-performance materials, green process innovation, and the development of intelligent production systems to seize market opportunities in emerging sectors such as new energy, semiconductors, and healthcare.