SANAN(SH:600703) Mei Ri Jing Ji Xin Wen·2025-09-17 08:55Core Viewpoint - Company Sanan Optoelectronics (三安光电) is advancing in the AI/AR glasses sector with its Micro LED products moving from technical validation to small batch verification, indicating a significant step towards commercialization [1][3]. Group 1: Micro LED Development - The company is collaborating with domestic and international terminal manufacturers to optimize solutions for Micro LED products [1]. - Micro LED technology has successfully transitioned from technical validation to small batch verification, showcasing progress in product development [1]. Group 2: Silicon Carbide (SiC) Products - The company is closely working with domestic and international terminal manufacturers and optical component manufacturers for its silicon carbide optical substrate products [1]. - Small batch deliveries of SiC optical lenses have been made to multiple clients, indicating a growing market presence [1]. - The optical parameters and surface profile of the SiC products are reportedly at the forefront internationally, suggesting a competitive edge [1]. Group 3: Future Growth Opportunities - New applications in AI/AR glasses and other fields are expected to become a new growth driver for the company's silicon carbide business [1].