I. Current Development Status: Market Expansion and Structural Upgrading in Parallel Progress
By 2025, China's silicone defoamer market will exhibit the dual characteristics of "volume expansion and structural upgrading." Driven by the explosive growth of the new energy industry chain, demand for high-temperature-resistant, low-residue products has surged in emerging sectors such as photovoltaic module encapsulation and power battery production, driving significant year-on-year growth in industrial-grade defoamer usage. Simultaneously, upgraded standards in the food and pharmaceutical industries have boosted the penetration of compliant products. The use of medical-grade products in pharmaceutical aseptic production lines has significantly increased, and procurement of compliant defoamers in the food processing sector has seen a significant increase.
From a competitive perspective, multinational corporations dominate the high-end market with technological advantages, while leading local companies dominate the mid-range market through a comprehensive industry chain presence. Small and medium-sized enterprises focus on regional niche markets and maintain premium pricing through customized services. For example, some companies have developed specialized defoamers for high-temperature and high-pressure processes in the printing and dyeing industry, successfully replacing imported products.

II. Future Prospects: High-End and Green Shifts Lead Industry Restructuring
High-End Breakthroughs: With the emergence of certification advantages in fields such as semiconductor packaging and biopharmaceuticals, medical-grade and electronic-grade products have higher gross profit margins than industrial-grade products, and the domestic production rate still has room to increase. For example, one company, through industry-university-research collaboration, has overcome technical barriers in semiconductor encapsulation adhesives, and its products have entered the supply chain of a well-known chip company.
Green Transformation: Biodegradable and water-based defoamers align with environmental protection policies and are expected to see significant market share growth in the future. It is recommended to prioritize investments in companies with supporting capabilities for renewable resource utilization, as they offer significant cost advantages.
Emerging Market Layout: Southeast Asia has become a new export growth engine due to the infrastructure boom. Industrial clusters in the Yangtze River Delta and Pearl River Delta need to increase their share of specialty product production capacity through mergers and acquisitions.