Zhong Guo Zheng Quan Bao·2025-11-28 05:25Core Viewpoint - The collaboration between Sanan Optoelectronics and Li Auto marks a significant advancement in the electric vehicle sector, particularly in the development and application of silicon carbide (SiC) chips, which enhance EV performance and efficiency [1][2]. Group 1: Company Developments - Sanan Optoelectronics' subsidiary, Hunan Sanan Semiconductor, held a SiC chip delivery ceremony with Li Auto, showcasing their partnership and technological achievements [1]. - The successful delivery of SiC chips signifies a transition for Sanan Optoelectronics from "technical breakthroughs" to "market leadership," highlighting their vertical integration model's effectiveness in ensuring product quality and supply chain stability [1]. - The Hunan Sanan Semiconductor industrial park has a total investment of 16 billion yuan, with a production capacity of 360,000 six-inch and 480,000 eight-inch SiC wafers annually upon reaching full capacity [2]. Group 2: Industry Impact - SiC devices are crucial for improving electric vehicle performance, enabling faster charging, longer range, and smaller motor controllers [1]. - Sanan Optoelectronics has shipped over 300 million SiC chips and devices, which are widely used in various sectors, including electric vehicles, photovoltaic energy storage, charging stations, and consumer electronics [2]. - The collaboration with Li Auto is part of a strategic initiative to enhance the core electric drive system supply chain, supporting product and technology iterations in the new energy vehicle industry [2].