With the rapid development of downstream high-end manufacturing and cutting-edge scientific research fields, the market demand for vacuum diffusion pump oil continues to rise, the market scale expands steadily, and the industry presents a development trend of accelerated domestic substitution, product upgrading to high-end, and optimized competition pattern. At present, the global vacuum diffusion pump oil market has formed a dual-track pattern of "international giants leading the high-end market and local enterprises breaking through the mid-end market". In the future, it will continue to develop towards greenization, high performance and customization, and the industrial value will continue to increase.
In terms of market scale, the global vacuum diffusion pump oil market maintains a steady growth trend. From 2021 to 2025, the Chinese market scale expanded from 920 million yuan to 1.21 billion yuan, with a compound annual growth rate of 6.8%. It is expected to continue to expand at a compound annual growth rate of 7.5% from 2026 to 2030, and the scale is expected to exceed 1.73 billion yuan in 2030. The growth in demand is mainly driven by the semiconductor manufacturing, aerospace and scientific research equipment fields. Among them, the semiconductor field has become the core engine of demand growth due to the expansion of 12-inch wafer production lines, and the unit price of high-end products has climbed to more than 1250 yuan per liter.
In terms of market pattern, international giants occupy a dominant position in the high-end market with technological advantages. Products of enterprises such as Dow, Shin-Etsu and Merck (such as Dow DOWSIL™ 702, 704, 705 series) occupy 68.3% of the global high-end market with excellent performance, mainly used in high-end scenarios such as semiconductors and aerospace. Local enterprises such as Shanghai Kangpeng and Lanzhou Lubricating Oil have achieved domestic substitution of mid-end products through technological breakthroughs. Their products are benchmarked against international high-end standards, and indicators such as ultimate vacuum degree and thermal stability are close to international levels. In 2025, China's market import dependence dropped from 43% to 29%, and the output of domestic high-end oil increased by 29.4% year-on-year.
The industrial development trend is clear, mainly presenting three directions: first, high-end upgrading. With the improvement of downstream scenarios' requirements for vacuum degree, the demand for ultra-high vacuum, ultra-clean and radiation-resistant products increases, and products with higher phenyl content become the focus of R & D; second, green development. The solvent-free production process is popularized, and the oil recycling mode is gradually explored, conforming to the dual-carbon goal and environmental protection policies; third, customization and coordinated development. Enterprises will develop customized products according to the needs of downstream segmented scenarios, and at the same time cooperate deeply with vacuum equipment manufacturers to build a closed-loop ecology of "material-equipment-process". In the future, local enterprises need to continuously break through core technologies, improve product purity and performance stability, expand the high-end market with cost-performance advantages, and promote the high-quality development of the industry.