On July 10, 2025, Shanghai - Driven by the dual goals of global "dual carbon" goals and the new energy vehicle revolution, the traditional industrial material of precipitated white carbon black is transforming into a "green, functional, and high-end" form, becoming the core driving force for cross industry technological upgrading. According to the latest data from the China Inorganic Silicon Chemical Industry Association, the market size of precipitated white carbon black in China is expected to exceed 34 billion yuan by 2025, with the demand for emerging fields such as new energy and semiconductors rising from 12% in 2020 to 35%, becoming the industry's top growth engine.


Range anxiety of new energy vehicles drives material revolution
In the field of new energy vehicles, precipitated white carbon black has become a key material to solve "range anxiety". Taking the highly dispersed white carbon black developed by Quecheng Co., Ltd. as an example, it reduces tire rolling resistance by 25% through a nanoscale pore structure. Combined with a low rolling resistance rubber formula, it can increase the range of electric vehicles by 8% -10%. This feature directly drives global tire giants to accelerate their "green" transformation: Michelin's e · Primacy series EV tires have a white carbon black filling amount of 65 parts, while Goodyear's white carbon black filling amount for Tesla's matching tires has exceeded 75 parts.


More noteworthy is that white carbon black is extending from tires to battery systems. ML-180 porous nano white carbon black, with its high specific surface area characteristics, has achieved import substitution in the field of fuel cell catalyst carriers, saving over 5 million yuan in annual costs per device; In the field of lithium batteries, as the core material of the separator coating, it can increase the thermal runaway temperature of the battery by 50 ℃. Companies such as CATL and BYD have laid out vertical supply chains by investing in white carbon black production enterprises.


Semiconductors and Life Sciences: Breakthroughs in High end Market's' Neck 'Technology
In the semiconductor field, precipitated white carbon black is becoming a key component of photoresist and packaging materials. Sai-800 fine particle white carbon black achieves a particle size uniformity of 99.5% through surface modification technology. As a photoresist thickener, it can increase the yield of 5-nanometer chip processes by 3 percentage points. Currently, it has been verified by enterprises such as Changjiang Storage and SMIC.


The field of life sciences has witnessed the cross-border transformation of white carbon black from industrial materials to "medical carriers". The medical grade white carbon black developed by Yuanxiang New Materials as a drug delivery carrier can increase the release efficiency of targeted tumor drugs by 40%. Its porous structure can also carry antibiotics for orthopedic repair. The related products have entered phase III clinical trials. In addition, in the field of biosensors, the composite material of white carbon black and graphene can increase the sensitivity of blood glucose detection to 0.1mg/dL, providing core support for wearable medical devices.


Industry consolidation accelerates, reshaping the global competitive landscape
Faced with explosive demand in the high-end market, industry concentration continues to increase. With the full industry chain layout of "sulfuric acid sodium silicate white carbon black", Quecheng Group has reduced the cost of highly dispersed white carbon black in its Thai base by 18%, and is expected to increase its global market share to 15% by 2025; Lianke Technology has acquired a German gas-phase white carbon black enterprise, obtained key equipment patents, and promoted the purity of domestic products to exceed 99.99%.


At the policy level, the Ministry of Industry and Information Technology's "Action Plan for High Quality Development of Inorganic Silicon Materials" clearly requires that the self-sufficiency rate of high-end white carbon black should be increased to 50% by 2026. At present, the market share of domestic CR5 enterprises has reached 45%. With the launch of new projects such as Shunshou Jingtong Technology in Chifeng, Inner Mongolia, the production capacity of highly dispersed white carbon black in China will exceed 800000 tons by the end of 2025, completely reversing the dependence on imported high-end products.


Expert opinions
Professor Wang Wei from the School of Materials Science and Technology at Tsinghua University said, "Precipitation based white carbon black is shifting from 'scale driven' to 'technology driven', and its integration with nanotechnology and biomaterials will give rise to a trillion dollar emerging market. It is expected that by 2030, the proportion of high-end products will exceed 50%, and the industry profit margin will exceed 20%, becoming the most investment worthy track in the field of inorganic silicon materials