What are the key downstream demand segments for DMC and their growth outlook?

What are the key downstream demand segments for DMC and their growth outlook?
DMC is the core intermediate for silicone products, with over 90% of downstream demand coming from silicone rubber (both room-temperature and high-temperature vulcanized) and silicone oil. Silicone rubber dominates, accounting for roughly 60-70% of consumption, used extensively in construction sealants, automotive gaskets, electronic encapsulation, and medical devices. Silicone oil, about 30% of demand, serves textiles, personal care, and industrial lubricants. Growth is increasingly tied to new-energy sectors: photovoltaic modules require silicone sealants, and electric vehicles use silicone for thermal management and insulation. In 2020, the organic silicon sector consumed 660,000 tons of industrial silicon, representing 40% of China's total, reflecting robust upstream linkage. As downstream applications diversify—from building materials to electronics—DMC demand is expected to grow steadily, supported by China's push for high-performance materials and export competitiveness.