On July 10, 2025, Yichang - Driven by the surge in global demand for new energy and semiconductor industries, China's gas-phase white carbon black industry has made a historic leap forward. According to the latest data from the China Fluorosilicon Organic Materials Industry Association, the total production capacity of gas-phase white carbon black in China will exceed 350000 tons per year by 2025, accounting for 38% of the global market share, surpassing Germany and the United States for the first time to become the world's largest producer. Among them, the proportion of high-end hydrophobic products has increased from 15% in 2020 to 42%, and technological breakthroughs have become the core driving force for capacity expansion.


Capacity leap: from "import dependence" to "global dominance"
In the past two decades, China's gas-phase white carbon black industry has undergone a transformation from a "technological gap" to "independent innovation". In 2002, the total domestic production was less than 1000 tons per year, and the self-sufficiency rate was less than 40%; By 2025, Yichang Huifu Silicon Materials Co., Ltd. will lead the world with a production capacity of 100000 tons per year. Its newly built 30000 tons per year production line will adopt "organic silicon monomer by-product recovery technology", reducing production costs by 25% and carbon emissions by 40% per ton. More noteworthy is that Shandong Dongyue Organic Silicon Materials Co., Ltd. has improved the recovery rate of chlorine and hydrogen chloride in exhaust gas to 99.5% through the patented technology of "gas-phase white carbon black production exhaust gas treatment device" (authorized announcement number CN202421423095.3), completely solving the environmental pollution problem of traditional processes.


Technological breakthrough: Breakthrough in the bottleneck of the high-end market
In the semiconductor field, 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 entered the supply chain systems of Changjiang Storage and SMIC. In the field of new energy, ML-180 porous nano white carbon black, with its high specific surface area characteristics, has become the core material for fuel cell catalyst carriers, saving over 5 million yuan in annual costs per device; Ningde Times, BYD and other companies have invested in white carbon black production enterprises to build a vertical supply chain of "battery materials separator coatings", promoting the industry's gross profit margin to increase from 18% in 2020 to 32% in 2025.


Global layout: from "product output" to "technical standard output"
The internationalization pace of Chinese enterprises has significantly accelerated. Yichang Huifu Silicon Materials has established research and development centers in Germany and the United States, and its leading development of the international standard ISO 18473-3:2018 "Gaseous Silicon Dioxide for Silicone Rubber" has put an end to the long-standing monopoly of European and American companies in standard setting; The "China Gas Phase White Carbon Black Material Application Research Center" jointly established by Emeishan Changqing New Materials Co., Ltd. and Sichuan University of Light Chemical Technology has transformed laboratory technology into industrial production capacity through a combination of theory and practice, and has exported a total of 27 technical patents overseas.


Expert opinions
Cao Xianjun, Chairman of the China Fluorosilicon Organic Materials Industry Association, said, "Gas phase white carbon black is a 'touchstone' to measure a country's high-end material research and development capabilities. The rise of Chinese enterprises not only changes the global production capacity distribution, but also promotes the upgrading of strategic industries such as semiconductors and new energy through technological iteration. It is expected that by 2030, China will dominate 80% of the global high-end gas phase white carbon black market