1. Global functional silane market analysis
Functional silane refers to a small molecule of organosilicon with a main chain of -Si-OC- structure. It is a very important and very versatile additive. It is often used for inorganic surface modification, thermosetting resin matrix composite modification, thermoplastic Modification of resin-based composite materials, as well as rubber, paint, adhesives and sealants.
According to a report released by market research agency Markets and Markets, the global functional silane market size will increase from US $ 1.33 billion in 2015 to US $ 1.7 billion in 2020, with a compound annual growth rate of 5% from 2015 to 2020. The strong demand for silane in the Asia-Pacific region is the main factor driving the growth of the global silane market. As a major silane consumer in the world, China will lead the development of the silane market in the Asia-Pacific region. In addition, the silane market of other new economies such as Brazil and India will also gradually grow with the growth of the domestic economy. In 2018, the global functional silane production capacity was approximately 596,000 tons per year, and the output was approximately 415,000 tons. Functional silane is mainly used in rubber processing, adhesives, composite materials and other fields.
2. China has become the world's largest functional silane producer and seller
Supply side
According to relevant statistics, per capita GDP level is basically proportional to per capita silicone consumption, and the growth of silicone demand in low-income countries has greater flexibility in income growth. In recent years, with rapid economic growth, China has become the world's largest producer, consumer and exporter of functional silanes.
According to SAGSI data statistics, from 2011 to 2018, China's functional silane production capacity increased rapidly from 188,000 tons / year to 403,900 tons / year, and output increased from 111,000 tons to 260,900 tons. However, due to the rapid expansion of production capacity, under the influence of supply-side reforms and environmental protection inspections, SMEs were shut down on a large scale, and the overall operating rate of the industry was not high until 2018.
In 2018, sulfur-containing silanes are the largest varieties of functional silanes in China, followed by various types of crosslinking agents, and the largest output among other varieties are aminosilanes, vinylsilanes, and epoxysilanes.
Demand
From 2011 to 2018, China's functional silane consumption continued to rise, from 84,500 tons to 171,100 tons. With the gradual implementation of China's green tires (mean radial tires that have low rolling resistance due to the application of new materials and designs, resulting in low fuel consumption and low exhaust emissions), the new energy vehicle market has gradually matured. , The development of emerging industries such as consumer electronics and outdoor advertising, the arrival of the era of composite materials and carbon fiber, and the active development of the construction industry, the future development space of the silane industry will be broader.
Functional silanes are mainly used in rubber processing, composite materials, plastic processing, sealants, adhesives, coatings, metal surface treatment, and building waterproofing. Among them, rubber processing is the main application market. In 2018, the functions of rubber processing The consumption of synthetic silane reached 58,000 tons, accounting for 33.9% of the total consumption, of which the consumption of tires reached 56,600 tons, and the consumption of other rubber products was about 0.14 million tons.
3. China's functional silane import and export analysis
Export
In terms of exports, in 2018, China's functional silane exports reached 91,400 tons. China's silane varieties are mainly sulfur-containing silanes, and the main export markets are the United States, India, South Korea, Japan and other countries or regions. Among the main export enterprises, JZJH Fine Chemical Co., Ltd., HBLT New Materials Co., Ltd. and JXHB New Materials rank among the top three in China's functional silane export
Import
In 2018, the silane varieties imported by China were mainly epoxy silanes and crosslinking agents, mainly from the United States, Japan and South Korea.
4. Analysis of the development trend of China's functional silane industry
From the perspective of market trends, as the demand for emerging markets such as new energy vehicles, composite materials and surface treatments grows and matures, and the per capita consumption of functional silanes in China is still lower than that in developed countries, the production and sales of functional silanes will continue to increase in the future. Speed remains stable. It is estimated that by 2023, the total production capacity of functional silane will reach 564,000 tons, the total output will reach 389,000 tons, and the consumption during the same period will reach 278,000 tons.
In terms of product trends, after years of development, the variety, quality and output of functional silanes in our country have been greatly developed. With the rapid development of emerging industries such as solar energy, lithium batteries, LED lamps and 5G networks, the sealant and adhesion The demand for the agent is also getting higher and higher. For example, in room temperature vulcanized silicone rubber, the demand for neutral rubber is growing faster. The ketoxime type adhesive has become the mainstream of the market, and the acid type adhesive is shrinking. The future development of neutral rubber will be The general trend. In addition, the development of conventional functional silanes in China is very rapid, but the gap between the development of high-end functional silanes and foreign countries is still obvious. In the future, China's functional silanes will develop towards high-end, specialization, and new types.
In terms of competitive trends, in the past few years, the functional silane industry has undergone significant integration after explosive growth. Some small enterprises have withdrawn gradually, and the trend of production capacity concentration to large enterprises is more obvious. At the same time, under the background of continuous tightening of safety and environmental protection requirements and continuous advancement of supply-side reforms, silane companies will develop toward a trend of large-scale, integration and regionalization.