三安光电：用于智能眼镜的碳化硅光学衬底已小批量交付

Core Insights - Sanan Optoelectronics is advancing its Micro LED products in the AI/AR glasses sector, moving from technical validation to small-scale validation [1] - The company is collaborating closely with domestic and international terminal manufacturers and optical component suppliers for its silicon carbide (SiC) optical substrate products, achieving small-scale deliveries to multiple clients [1][2] Group 1: Company Developments - Sanan Optoelectronics has revealed that its Micro LED products are in the small-batch validation stage, indicating progress in the AI/AR glasses market [1] - The company’s chairman highlighted the successful small-scale delivery of SiC optical substrates to various clients, emphasizing ongoing optimization of optical parameters [1] Group 2: Industry Trends - The SiC optical substrate business is expected to become a new growth point for the company as AI/AR glasses and other emerging applications gain traction [2] - SiC, as a third-generation semiconductor material, offers high thermal conductivity, high breakdown field strength, and high stability, making it suitable for optical substrates and optoelectronic devices [2] - The combination of Micro LED technology and SiC optical substrates is anticipated to accelerate the commercialization of AR/VR devices, creating new market opportunities for upstream materials and device companies [2]