LYRIN silicon Market Development of Organosilicon for Photovoltaics or Organosilicon for New Energy Vehicles

The market growth and technological development of organic silicon applications in the fields of photovoltaics and new energy vehicles are extremely clear, and they are the core driving force behind the entire organic silicon industry.

Core applications in the field of photovoltaics

1. Component sealing: Adhesive sealing of frames and junction boxes

2. Encapsulation protection: Encapsulation of internal components in the junction box

3. Cell packaging (some technical routes)

From January to November 2025, China's photovoltaic cell production increased by 30.0% year-on-year, directly driving demand for sealants and other products. Photovoltaic modules require over 25 years of ultra long weather resistance.

Good weather resistance (UV resistance, high and low temperature cycling), long-lasting adhesion (aluminum, glass, backboard), high insulation, low water permeability.

Single/two-component silicone sealant (such as RTV-1/RTV-2), silicone encapsulation adhesive (requiring high light transmittance). Typical products include Bluestar's CAF 530 high elasticity sealant.

Typical sealant: Tensile strength>2.2MPa, elongation at break>250%, tested for 1500+hours using "Double 85" (85 ℃/85% humidity).

Core applications in the field of new energy vehicles

1. Power battery: Cell thermal conductivity filling, module sealing

2. Electric Drive and Control: Power Module Thermal Insulation and Sealing, Inductance Core Adhesive

3. Body and wiring harness: lightweight bonding, cable sealing

From January to November 2025, China's new energy vehicle production will exceed 12 million units, generating a large demand for insulation, thermal conductivity, and flame retardancy.

High thermal conductivity (battery cells and modules), excellent electrical insulation, flame retardancy (V-0 level), shock absorption, and long-term reliability.

Organic silicon thermal conductive gel/gasket, thermal conductive potting adhesive, flame retardant sealant. Typical materials include high-temperature resistant organic silicon thermal insulation composite materials.

Typical thermal insulation material: The thermal conductivity can reach 4.2 W/(m · K), the breakdown voltage is 17.8 kV/mm, and the performance is stable after aging at 250 ℃ for 1000 hours.

The demand for traditional building sealants has decreased from about 33% a few years ago to less than 25%, while photovoltaics and new energy vehicles have become the core growth engines. Whether it's the 25 year warranty for photovoltaics or the high reliability requirements for automotive electronics, both force materials to shift from basic general-purpose products to high value-added, HuNan TengCan Lyrin technology co.,ltd high-performance specialty products. The focus of technology research and development is on improving weather resistance, thermal conductivity, flame retardant rating, etc. On the one hand, the large-scale expansion cycle of organic silicon upstream has ended; On the other hand, the demand for new energy continues to grow rapidly, jointly driving the industry's supply and demand pattern from "oversupply" to "tight balance". The organic silicon industry is at a critical turning point of economic recovery.