April 21, 2025, Shanghai/Brussels — Silicone oil, known as the "versatile lubricant" of modern industry, is undergoing a dual transformation driven by technological breakthroughs and environmental regulations. Recent advancements in silicone modification technologies by Chinese enterprises and the EU’s new restrictions on cyclic siloxanes are reshaping the global supply chain.
Chinese Firm Solves Silicone Odor Issue
Jiangsu Osga Material Technology Co., Ltd. announced a patent (CN 119823389 A) on April 16, 2025, to reduce the odor of polyether-modified silicone oil. The technology uses acid mixing and vacuum extraction to eliminate pungent smells while maintaining performance in polyurethane foams. Osga expects this innovation to boost its revenue by 15% by 2026, targeting applications in automotive interiors and furniture.
EU Tightens Controls on Cyclic Siloxanes
The EU Commission revised REACH Annex XVII on April 20, 2025, restricting dodecamethylcyclohexasiloxane (D6) and requiring total D4/D5/D6 content in consumer products to be below 0.1% (w/w). The move aims to mitigate ecological risks, affecting 30% of global cosmetics and industrial lubricants. ECHA data shows the EU consumes 80,000 tons of cyclic siloxanes annually, with 60% used in personal care.
Medical Sector Adopts Eco-Friendly Alternatives
With the phase-out of HCFCS-141B in 2025, Chinese firms like EnaSolv have developed ODP-free diluents such as EnaSolv 36Z, validated by medical device manufacturers. Baoxing Medical’s BX-301 diluent, certified by NSF, reduces puncture pain and costs 30% less than imports.
Silicone Coolants Power AI Growth
Xinan Chemical launched the Wynca ICL series of immersion cooling fluids in March 2025, designed for AI data centers. With a thermal conductivity of 0.15 W/m·K and a lifespan exceeding 5 years, the coolant stabilizes chip temperatures below 70°C, saving 30% energy compared to traditional solutions. The global market for silicone coolants is projected to reach $1 billion by 2030, growing at 18% CAGR.
Market Trends and Sustainability
The global silicone oil market reached $2.587 billion in 2024 and is expected to grow to $3.484 billion by 2031 (QYResearch). China accounts for 40% of global production, with Shandong Dongyue and Shenzhen Jipeng leading in methyl silicone. Meanwhile, bio-based silicones, such as Inolex’s plant-derived alternatives, face cost challenges (20-30% premium).
Expert Insights
"Technological innovation and regulatory rigor will reshape the industry," said Dr. Michael Müller, President of ISOPA. "Companies must balance performance optimization with environmental compliance, such as developing degradable silicones or improving recycling."
Industry Updates
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Policy Alert: EU mandates cyclic siloxane data submissions by 2027; non-compliant products face bans.
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Tech Showcase: In-Cosmetics Global 2025 (April 8-10) will feature nano-emulsified silicones with particle sizes under 100 nm.
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Trade Risk: U.S. tariffs on Chinese silicone products (104%) accelerate high-end market transitions.
Further Reading
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Medical Controversy: Tongji Hospital reports long-term intraocular silicone use may cause glaucoma, recommending removal within 3-6 months.
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Chinese Brands Expand: Brands like Ziyuan enter Southeast Asia with silicone-free haircare, achieving 45% overseas revenue growth in 2024.
