The global hydrophobic vapor phase white carbon black market is showing a competitive trend of "Germany, Japan, and the United States leading the way, while the Chinese army is accelerating to catch up". According to 2024 data, Germany's Wacker Chemicals ranks first with a market share of 28%, followed closely by Japan's DeShan Chemical (22%) and the United States' Cabot (19%). China's Hesheng Silicon Industry and Dongyue Silicon Materials together account for 15%, an increase of 7 percentage points from 2020.


Breaking through technological barriers is the key to the rise of Chinese enterprises. The "chlorosilane recycling technology" developed by Huifu Nano has increased the utilization rate of raw materials from 65% to 92%, and reduced the cost per ton by 1800 yuan; The "plasma modification device" of Dongyue Silicon Material has reduced the reaction temperature from 350 ℃ to 220 ℃ and reduced energy consumption by 37%. These innovations give Chinese products a price advantage in emerging markets such as Southeast Asia and the Middle East.


In terms of expanding application areas, Chinese companies are focusing on high-end markets such as new energy vehicles and 5G communication. The 12 inch wafer polishing solution developed by SMIC uses hydrophobic vapor phase white carbon black as a dispersant, reducing the particle uniformity (PDI) from 0.35 to 0.18 and increasing the yield by 12%; The 5G base station antenna cover coating developed by Huawei uses a composite of gas-phase white carbon black and fluorocarbon resin to reduce the contact angle attenuation rate from 5 ° per year to 0.8 °.


The upgrading of environmental standards is forcing industrial transformation. The newly revised "Standard Conditions for Gas Phase White Carbon Black Industry" in China requires that by 2025, enterprises must be equipped with VOCs treatment facilities and the wastewater reuse rate must be ≥ 85%. This has prompted the industry to transform towards green manufacturing. The 100000 ton/year project invested by Hesheng Silicon Industry adopts a closed-loop water system, reducing the water consumption per ton from 15 tons to 3 tons.