In March 2025, the global silicone industry will usher in a new wave of technological upgrades. With the advancement of the EU's "2030 Green Industry Act", polysilazane (PSZ), as an environmentally friendly and high-temperature resistant coating material, has been applied on a large scale in the field of new energy vehicle battery packs. Tesla announced that its next-generation 4680 battery will adopt PSZ-based coating technology, with a 30% increase in temperature resistance and a battery life of one million kilometers, which has attracted the attention of the capital market.
The combination of silicone resin and AI has also made breakthroughs. Domestic company Bluestar Group and the Chinese Academy of Sciences launched a new silicone resin coating designed with AI assistance. Through algorithmic simulation of molecular structure, the transmittance and weather resistance of the surface coating of photovoltaic panels are optimized. The technology has been piloted in the Beijing Daxing International Photovoltaic Power Station, and the power generation efficiency has increased by 5.2%.
On the consumer side, silicone rubber smart wearable devices have become a new trend. Apple's spring conference launched HealthBand 3 equipped with flexible silicone rubber sensors, which can monitor sweat electrolytes in real time and provide exercise suggestions in combination with AI health assistants. The pre-sale orders exceeded one million on the first day. In addition, silicone oil is innovatively applied in the field of beauty and cosmetics - L'Oreal launched a silicone oil-based smart patch mask developed by "AI formulators", which uses microcapsule technology to accurately release active ingredients and topped the sales list of Japan's Rakuten.
Industry analysts pointed out that the global silicone market size is expected to exceed US$200 billion in 2025, and the cross-innovation of AI and new materials is reshaping the industrial chain. In the future, from new energy to medical care, from consumer electronics to aerospace, the "flexible revolution" of silicone materials will be more deeply integrated into daily life.
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