New industries drive the expansion of demand, and methyl silicone oil becomes a key basic material in the field of new energy.
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New industries drive the expansion of demand, and methyl silicone oil becomes a key basic material in the field of new energy.
1.The thermal management of power batteries has driven a rapid growth in the demand for silicone oil.
With the large-scale development of the new energy vehicle industry, high-purity methyl silicone oil has become the core material of the battery thermal management system, mainly used for the preparation of thermal conductive silicone grease and sealing protection liquids. By relying on its excellent resistance to high and low temperatures and stable insulation properties, it ensures the safe and stable operation of power batteries within the temperature range of -50℃ to 200℃. Data shows that the annual average growth rate of methyl silicone oil demand in the automotive field has exceeded 34% in the past two years. It can not only be used as a buffer and sealing aid for battery cells, but also be used in the degassing and demolding processes during battery production, effectively improving the yield rate and long-term safety of power batteries. With the implementation of energy storage stations and portable energy storage devices, the demand for methyl silicone oil in the energy storage sector has also continued to increase.
2. The iterative development of the photovoltaic industry has given rise to the demand for high-end silicone oil products.
The N-type photovoltaic cell technology has been widely adopted, which imposes strict requirements on the methyl silicone oil used in the packaging process, such as low ions, weather resistance, and anti-aging properties. Special photovoltaic-grade methyl silicone oil can be used for leveling and demolding of component packaging, protecting the photovoltaic components from ultraviolet rays, temperature fluctuations, and other environmental erosion, and extending their service life. Unlike ordinary industrial-grade products, photovoltaic-grade methyl silicone oil needs to strictly control the content of impurities to avoid the leakage and degradation of the battery caused by trace ions. The market premium of high-performance products is significant. With the continuous increase in domestic photovoltaic installation capacity, the demand for special methyl silicone oil for supporting purposes has gradually formed a stable and large-scale demand, becoming an important growth area in the industry.
3. AI computing power equipment drives the industrialization of immersion cooling silicone oil
At present, the cooling demands of data centers and AI servers have increased. Low-viscosity, high-insulation methyl silicone oil is used as a single-phase immersion cooling liquid for industrial application. Compared with traditional fluorinated liquids, methyl silicone oil has excellent thermal conductivity, lower usage costs, and the potential for low greenhouse effect. It is also green, safe, and recyclable. It can precisely and stably control the operating temperature of computing power equipment, significantly improving the stability and operational lifespan of servers. The breakthrough in the mass production of ultra-low viscosity, high-purity methyl silicone oil has filled the gap in key materials for immersion cooling in China, helping to upgrade the green and low-carbon infrastructure of computing power.
4. Future industry focuses on functional modification technology and makes in-depth layout
At present, in the field of new energy, methyl silicone oil is no longer limited to basic lubrication and defoaming performance. Functionalized modified products with high thermal conductivity, flame retardancy, and low dielectric properties have become the mainstream of research and development. The industry's research direction is concentrated on precise regulation of molecular structure. Through filler compounding and branch modification, the thermal conductivity, insulation, and aging resistance of silicone oil are optimized to adapt to various extreme working conditions of new energy equipment. Leveraging the advantages of the complete domestic organic silicon industry chain, in the future, we will continue to promote the standardization construction of new energy-specific methyl silicone oil, continuously narrow the technical gap with overseas high-end products, and rely on the downstream new energy industry dividends to promote the methyl silicone oil industry to a new stage of high-end and refined development.