For the first week of November 2025, prices for Fluoropolymers were held in Asia with balanced supply situation and strong demand from semiconductors. Overall sentiment remained strong, following steady run rates, ample stocks, and steady end-users demand from major application fields.
In China, the supply of Fluoropolymers was stable as domestic producers maintained stable production rates and had enough stocks to satisfy contract and spot demand. Downstream orders also extended steadily, maintaining a smooth flow to downstream sectors.
Feedstock trends exerted noticeable influence on market fundamentals. Chloroform values saw an 8.4% decline in October, providing cost relief to Fluoropolymers producers and improving margins. This drop was reinforced by weakened refrigerant R22 demand, which reduced overall support for chloroform and eased cost-side pressure.
China also saw logistical challenges, with congestion at Shanghai port pushing vessel waiting times. However, the impact on shipments remained limited, allowing producers to continue meeting both domestic and export commitments without major delays.
Demand from China’s automotive sector remained robust, with vehicle sales rising 8.8% year-on-year to 3.322 million units, hitting a ten-month high. This surge supported Fluoropolymers consumption in seals, gaskets, fuel hoses, and wire insulation. Additionally, semiconductor demand remained strong, with Q3 2025 global semiconductor sales reached $208.4 billion, up 15.8% from Q2, providing additional lift to high-performance Fluoropolymers applications.
In South Korea, Fluoropolymers demand was shaped by contrasting sector performance. Vehicle sales fell by 17.7% to 102,364 units, reflecting weaker demand in conventional applications of Fluoropolymers associated with the manufacture and upkeep of vehicles.
However, South Korea’s chip industry remained above expectations. Exports increased 3.6% year-on-year to USD 59.57 billion, boosted by a significant 25.4% surge in semiconductor exports in October 2025. This surge provided strong support to Fluoropolymers consumption in high-precision and electronic-grade applications.
Taiwan recorded moderate demand, with automotive activity showing mild recovery as new vehicle registrations increased 3.9% year-on-year to 34,511 units. Nevertheless, semiconductor demand provided the primary support, aligned with global growth trends. September semiconductor sales reached USD 69.5 billion, a 25.1% increase compared to the previous year.
India witnessed strong Fluoropolymers consumption driven by a major surge in automotive retail sales, which jumped 40.5% year-on-year in October amid festive season demand and tax incentives. Simultaneously, Fluoropolymers demand was supported by the global semiconductor industry’s continued expansion across all major regions.
Looking ahead, Fluoropolymers prices across Asia are expected to remain steady. Strong semiconductor demand, stable operating rates, and adequate inventories should maintain balanced market conditions, with limited price fluctuations anticipated in the coming weeks.
