Zheng Quan Ri Bao Wang·2026-01-14 14:12Core Viewpoint - The company, Yunnan Zhenye, is responding to the rapid growth in demand for commercial satellites, particularly low-orbit communication satellites, which has significantly increased the need for space solar cells and, consequently, for gallium arsenide wafers [1] Group 1: Company Developments - The company plans to implement a "gallium arsenide wafer construction project for space solar cells" starting in March 2025, with a construction period of 18 months [1] - The project aims to increase production capacity from the existing base, targeting an annual output of 1.25 million gallium arsenide wafers by the end of 2025, and a total capacity of 2.5 million wafers upon full completion [1] - Currently, the project is progressing as scheduled, with plans to produce 866,700 solar cell gallium arsenide wafers in 2025, including 496,600 wafers in the first half of 2025 (combined for 4-6 inch wafers) [1] Group 2: Industry Trends - There is a notable growth trend in the global usage of solar gallium arsenide wafers, driven by the increasing demand for space solar cells due to the expansion of satellite networks [1]