Track Polyimide Price Trend Historical and Forecasts

Executive Summary

The global Polyimide market experienced pronounced volatility between Q4 2024 and Q3 2025, shaped by fluctuating downstream demand, inventory cycles, evolving semiconductor activity, automotive electrification trends, and shifting trade flows. While Q4 2024 and Q1 2025 reflected relatively balanced fundamentals supported by new energy vehicle expansion and aerospace demand, the market softened significantly in Q2 and Q3 2025 across several regions due to oversupply, inventory destocking, and cautious procurement behavior.

APAC, particularly China, witnessed the sharpest correction in Q3 2025, with prices declining by 13.42% quarter-over-quarter amid aggressive discounting and improved domestic supply. North America showed short-cycle volatility with a mild upward bias toward September 2025 due to semiconductor and flexible PCB restocking. Europe experienced mixed conditions, with Q3 price weakness driven by import competition and converter-level purchasing discipline.

Looking ahead, the Polyimide price forecast into Q4 2025 suggests a sideways-to-moderate recovery profile, contingent on semiconductor ramp-ups, EV program momentum, aerospace orders, and the pace of inventory normalization across key converting segments.

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Introduction

Polyimide remains a critical high-performance polymer widely used in flexible printed circuits, semiconductor insulation, aerospace films, automotive EV components, high-temperature coatings, adhesives, and medical device parts. Its exceptional thermal stability, dielectric strength, and mechanical durability make it indispensable in high-tech and advanced industrial applications.

Between late 2024 and 2025, Polyimide pricing dynamics were influenced by three dominant factors:

Semiconductor cycle fluctuations
EV and new energy vehicle demand trends
Inventory adjustments across converters and film fabricators
Additionally, feedstock cost movements, energy inputs, specialty solvent pricing, trade flows, and port logistics conditions shaped short-term volatility in regional markets.

Global Polyimide Price Overview

From Q4 2024 through Q1 2025, global pricing remained relatively stable with moderate upward momentum supported by automotive electrification and aerospace programs. However, by Q2 2025, supply-side competition intensified, particularly in APAC, leading to price softening. Q3 2025 introduced divergent regional performance, with Asia facing steep declines while North America saw episodic tightening in specific film grades.

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Key Price Data Snapshot

Region Quarter Price Movement Average Price

APAC (China) Q1 2025 +2.13% QoQ USD 24,813/MT

APAC (China) Q2 2025 Decline from 23,000 to 21,400 USD 21,400/MT (June FOB Qingdao)

APAC (China) Q3 2025 -13.42% QoQ USD 19,133.33/MT (FOB Qingdao)

North America Q4 2024 +3.5% Oct, +2% Nov Stable December

Europe Q4 2024 +3.5% Oct, +2% Nov Softened December

The most pronounced quarterly correction occurred in APAC during Q3 2025, driven by inventory destocking and supply easing. Meanwhile, North America and Europe exhibited more cyclical short-term volatility linked to semiconductor restocking and automotive demand variations.

Historical Quarterly Review

Q4 2024

In the United States and Europe, Polyimide prices rose in October and November due to automotive and high-tech demand, particularly from new energy vehicles. December brought stabilization or mild declines as manufacturing slowed seasonally.

In China, October and November posted gains supported by NEV demand and electronics investment, followed by a December decline of 1.4% due to improved supply and competitive pricing.

Q1 2025

North America experienced price fluctuations. January gains from aerospace and electronics were offset by February softness tied to construction slowdown and high interest rates. March saw renewed pressure from raw material cost increases and supply chain constraints.

In APAC, China recorded a 2.13% quarter-over-quarter increase to USD 24,813/MT. Balanced supply-demand dynamics and strong automotive performance supported stability.

Europe saw mixed pricing influenced by electronics and aerospace demand strength in January, stabilization in February, and renewed March pressure from rising energy costs.

Q2 2025

Global softness emerged. In China, prices fell sharply from USD 23,000/MT in April to USD 21,400/MT in June FOB Qingdao. Despite strong EV demand, elevated inventories and intense supply competition pressured margins.

North America and Europe followed a modest downward trajectory due to cautious procurement behavior and inventory normalization.

Q3 2025

Divergence intensified.

APAC prices fell 13.42% quarter-over-quarter to USD 19,133.33/MT.
North America saw fluctuating spot prices with September increases due to semiconductor restocking.
Europe experienced September declines as converters curtailed purchases and imports improved availability.
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Regional Analysis

APAC

Q3 2025 marked a sharp correction in China's Polyimide market. Improved domestic supply, inventory destocking, and aggressive producer discounting triggered downward pricing pressure. Feedstock and energy cost easing reduced production costs, enabling sellers to offer competitive pricing while protecting margins.

Port congestion and festival holidays disrupted logistics timing, but these factors did not offset oversupply conditions. Elevated export inquiries provided partial support, though domestic overcapacity remained dominant.

Demand remained mixed. Automotive NEV strength provided a cushion, but consumer electronics and smartphone weakness dampened broader recovery. The Q4 2025 forecast suggests modest recovery dependent on restocking and export logistics normalization.

North America

North American pricing fluctuated throughout Q3 2025. Spot tightness in select film grades alternated with periods of softness. September 2025 saw price increases as semiconductor suppliers and flexible PCB fabricators accelerated restocking ahead of product launches.

Production costs faced intermittent upward pressure from aromatic monomers, specialty solvents, and energy inputs. Selective constraints at high-purity film lines amplified short-run volatility.

Downstream demand drivers included:

Flexible printed circuits
Semiconductor packaging
Aerospace insulation films
High-temperature adhesives
Medical device components
The Q4 outlook remains constructive for electronics and aerospace, with a mild upward bias if semiconductor restocking continues.

Europe

European pricing showed swings during Q3 2025. September declines followed summer restocking, with converters curtailing purchases and imported lower-cost film lots improving availability.

Production costs eased modestly as monomer and energy costs softened. Import competition limited manufacturers' pricing power. Automotive and aerospace sectors remained key demand pillars, though uneven converter activity influenced spot volatility.

The Q4 2025 forecast indicates sideways-to-moderate recovery, contingent on semiconductor program cadence and automotive EV momentum.

Production and Cost Structure Insights

Polyimide production involves aromatic monomers, specialty solvents, and energy-intensive processing. Cost drivers include:

Precursor monomer pricing
Energy inputs
Specialty solvent availability
Compliance and logistics expenses
During Q2 and Q3 2025, feedstock and energy easing in APAC reduced production cost pressure. In North America and Europe, costs remained relatively stable with intermittent volatility tied to upstream aromatic markets and logistics.

Capacity utilization and purity-grade film constraints also played a role in regional price fluctuations.

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Procurement Behavior and Trade Flow Impacts

Across regions, procurement patterns in 2025 reflected caution and short-cycle buying. Buyers delayed large-volume commitments amid inventory normalization and uncertain semiconductor demand.

Trade flows influenced regional pricing:

Increased imports into Europe relieved supply tightness.
Chinese exports faced timing disruptions due to port congestion.
North American buyers reacted quickly to semiconductor restocking signals, tightening spot availability.
Inventory digestion was a recurring theme, particularly in APAC during Q2 and Q3.

Polyimide Price Forecast and Procurement Outlook

The Q4 2025 outlook suggests stabilization with potential moderate recovery:

Semiconductor ramp-ups may tighten film supply.
EV program momentum supports structural demand growth.
Aerospace expansion adds baseline consumption support.
Inventory normalization reduces extreme discounting.
Procurement strategies may shift toward phased contracting, balancing spot opportunities with risk mitigation amid lingering volatility.

Frequently Asked Questions

Why did Polyimide prices fall sharply in China during Q3 2025

Improved domestic supply, inventory destocking, easing production costs, and aggressive producer discounting created oversupply conditions that pushed prices down by 13.42% quarter-over-quarter.

Why did North American prices rise in September 2025

Semiconductor suppliers and flexible PCB fabricators accelerated restocking ahead of product ramps, tightening available merchant film supply and supporting spot premiums.

How did imports affect European pricing

Lower-cost imported film lots improved availability and constrained local manufacturers' pricing power, contributing to September price declines.

What are the main demand drivers for Polyimide

Flexible printed circuits, semiconductor insulation, aerospace films, EV battery insulation, automotive sensors, high-temperature coatings, and specialty adhesives.

What is the Q4 2025 outlook

A sideways-to-moderate recovery profile is expected, dependent on semiconductor restocking, automotive EV growth, aerospace programs, and stabilized inventory levels.

How ChemAnalyst Supports Polyimide Buyers

ChemAnalyst delivers real-time Polyimide price tracking, weekly updates, demand-supply assessments, and forward-looking forecasts. With expert analysts across Houston, Cologne, and New Delhi, and on-ground intelligence from over 50 global trading ports, ChemAnalyst provides comprehensive coverage of market movements.

Subscribers gain access to:

Historical and current price data
Production cost trend analysis
Plant shutdown tracking
Supply chain risk monitoring
Procurement timing insights
Regional trade-flow intelligence
By combining price reporting with detailed explanations of underlying drivers, ChemAnalyst empowers procurement teams to optimize sourcing strategies, mitigate volatility risks, and align purchasing decisions with evolving market dynamics.

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This release was published on openPR.