(June 6, 2026) In the first half of 2026, many domestic new materials companies have made consecutive breakthroughs in fumed silica preparation processes, significantly improving the stability of mass production of high-end fumed silica for electronic grade and silicone rubber, and continuously challenging the high-end market long monopolized by overseas brands.

Previously, high-purity fumed silica had long been controlled by foreign companies, while domestic high-end silicone, sealant, and electronic potting material companies relied heavily on imported raw materials, resulting in high procurement costs. After years of process breakthroughs, domestic companies have optimized complete silicon tetrachloride hydrolysis and tail gas recovery production lines, benchmarking key indicators such as specific surface area and dispersion against imported products, highlighting cost-performance advantages.

Currently, the domestic organic silicon and new energy electronics industry chains are accelerating localization, downstream manufacturers are gradually replacing imported sources, and the proportion of domestic fumed silica purchases is rising month by month, driving the steady release of domestic fumed silica production capacity. Due to the impact of domestic production, imported fumed silica prices were passively lowered, with import volumes falling year-on-year.

Compared to gas phase products, the conventional precipitated white carbon black market is fiercely competitive with thin profits, prompting many manufacturers to focus on gas phase product lines to seek transformation and upgrading. Industry insiders analyze that with continuous improvement in processes, the penetration rate of domestically produced fumed silica will further increase in the next two years, and there is broad potential for high-end silica import substitution.

http://www.siliconeoil.net