High-End Functional Silicones Tight in Supply, Prices Firm Dr
Keywords: Thermal conductive silicone oil, medical-grade LSR, AI liquid cooling, new energy vehicles, medical devices, tight supply
Summary: On April 20, 2026, high-end functional silicones such as thermal conductive silicone oil and medical-grade LSR remained tight in supply and firm in price, driven by sustained demand from the AI, new energy and medical industries.
BEIJING, April 20, 2026 — With the rapid development of the AI, new energy vehicle and medical industries, the demand for high-end functional silicones continues to surge, leading to a tight market supply pattern.
On April 20, the quotation of high-thermal-conductivity silicone oil for AI liquid cooling and new energy vehicle thermal management increased by 50-100 yuan/ton from the previous day, with a mainstream quotation of 28,500-30,500 yuan/ton, and the market was in short supply. Medical-grade LSR (Liquid Silicone Rubber) quotations remained stable at 38,000-42,000 yuan/ton, with strong demand driven by the production of medical devices such as catheters and implants. Domestic enterprises are accelerating the R&D of medical-grade LSR to break the monopoly of foreign enterprises, but the supply gap still exists, keeping the market tight.
Industry experts predict that the demand for high-end functional silicones will continue to grow in the long term, and enterprises focusing on R&D and production of high-end products will gain more market share.