Key Takeaways
- Carbon fiber: The low-altitude economy was listed as an emerging pillar industry for 2026 in China. eVTOL structural parts are becoming a new growth engine for carbon fiber composites, with keyword interest rising sharply.
- Electronic chemicals: AI compute demand keeps advanced packaging booming; ASE raised packaging quotes by over 20%. Korea’s Dongjin decided to divest its wet electronic chemicals assets in China, further widening the localization window.
- PEEK: 2026 is seen as the year humanoid robots reach 100,000-unit scale production, driving demand expectations for PEEK in lightweight joints and actuator components.
- PTFE: Suspension medium-grain grade quoted at RMB 31,800/ton (30-day range 30,000-48,000). High-purity precision parts are the fastest-growing segment, with industry CAGR around 8%.
- Advanced ceramics: The global SiC substrate market reached USD 1.18 billion in 2025 and is expected to exceed USD 5 billion by 2032 (CAGR above 25%); demand for ceramic parts in semiconductor equipment is strengthening in parallel.
- Aerogel: China’s “Good Housing” building materials selection guide now includes aerogel thermal insulation coating systems, opening a second growth curve beyond EV battery insulation sheets.
Keyword Heat and Competition Assessment
| Keyword |
Heat |
Competition |
Trend |
Commercial Value |
| Low-altitude economy carbon fiber |
High |
Medium |
Up sharply |
High: policy tailwind ahead of eVTOL ramp-up |
| Wet electronic chemicals localization |
High |
Medium-high |
Up |
High: foreign exit plus packaging price hikes |
| Humanoid robot PEEK |
Medium-high |
Medium |
Up sharply |
High: material selection window in mass-production year |
| High-purity PTFE precision parts |
Medium |
Medium |
Stable to up |
Medium-high: semiconductor/medical rigid demand, strong pricing power |
| SiC substrate |
High |
High |
Up |
Medium: crowded track, but long-tail supporting niches remain |
| Aerogel insulation coating |
Medium |
Low-medium |
Up |
Medium-high: new building standards unlock incremental demand |
Material Highlights
1. Carbon fiber: the low-altitude economy is now a materials race
Industry media highlight that the low-altitude economy has entered the materials competition phase, with carbon fiber, batteries and safety systems as the first beneficiaries. With three consecutive years of policy escalation, eVTOL airframes, propellers and battery enclosures are all high-value scenarios for carbon fiber composites.
2. Electronic chemicals: foreign retreat, domestic acceleration
Dongjin’s divestment of its China wet chemicals assets should accelerate local share gains. CoWoS-L is expected to account for 70% of advanced packaging by 2027, expanding demand for epoxy molding compounds, wet chemicals and specialty gases. Procurement-intent keywords such as “wet electronic chemicals supplier” carry high conversion value.
3. PEEK and humanoid robots
With Zhiyuan starting its Hong Kong IPO process and 100,000-unit production expected, the metal-replacement logic of PEEK in joints, gears and lightweight structures keeps being validated. Watch long-tail terms like “robot PEEK gears” and “PEEK 3D printing”.
4. PTFE: prices stabilizing, high-end diverging
PTFE is quoted at RMB 31,800/ton near the bottom of its 30-day range. Commodity grades face fierce competition, but high-purity precision parts (semiconductor valves, seals) maintain roughly 8% compound growth – a differentiated entry point.
5. Advanced ceramics: SiC boom spills over
Beyond the 25%+ CAGR SiC substrate market, demand for silicon nitride, alumina and SiC ceramic parts (rings, chucks, nozzles) in semiconductor equipment is rising. Machining difficulty builds a moat – a high-margin, low-content-competition quadrant.
6. Aerogel: standardization tailwind in construction
Inclusion in the national building materials selection guide lowers the promotion barrier for aerogel insulation coatings; EV battery insulation sheets remain the current volume driver.
Action Items
- Prioritize a feature on “low-altitude economy carbon fiber composites” this week to capture the policy attention window.
- For wet electronic chemicals, produce localization comparison content targeting procurement decision-makers.
- Tie PEEK content to humanoid robot scenario keywords and avoid competing on generic terms.