Recently, San’an Optoelectronics responded to investor inquiries on an interactive investor platform, providing a detailed update on its latest progress in the compound semiconductor sector. The company stated that it is steadily advancing its strategic positioning in forward-looking compound semiconductor technologies. Its subsidiary, Hunan San’an, has already initiated R&D programs in fourth-generation semiconductor materials, including Gallium Oxide and diamond. This move marks San’an Optoelectronics’ further extension beyond third-generation semiconductors—such as silicon carbide and Gallium Nitride—toward materials with wider bandgaps and higher voltage tolerance.
Fourth-generation semiconductor materials, represented by Gallium Oxide and diamond, feature higher breakdown voltages, lower conduction losses, and superior thermal stability, making them well suited for power devices and RF applications operating under extreme conditions. As the company’s core base for third-generation semiconductors, Hunan San’an already operates mature silicon carbide and Gallium Nitride production lines. The expansion into fourth-generation materials is expected to further consolidate San’an Optoelectronics’ leading position in the wide-bandgap semiconductor field. The company emphasized that it will continue to closely track frontier technological developments and provide diversified product support for applications such as AI/AR glasses, data centers, and power supplies for AI servers.
In the AI/AR glasses segment, San’an Optoelectronics’ Micro LED products are working closely with both domestic and international terminal manufacturers on solution optimization and have progressed from the technology validation stage to small-batch verification. This indicates that Micro LED, as a next-generation display technology, is beginning to find practical adoption in AI/AR wearable devices, leveraging its advantages in high brightness, low power consumption, and compact form factors. Meanwhile, Hunan San’an’s silicon carbide optical substrate products have entered deep collaboration with domestic and overseas terminal manufacturers and optical component suppliers in the AI/AR glasses field, with small-batch deliveries already made to multiple customers. Silicon carbide substrates can significantly enhance optical performance and thermal management efficiency in optical waveguide applications, providing critical support for thinner, lighter AR glasses with higher resolution.
Overall, San’an Optoelectronics is constructing a comprehensive technology chain spanning from third-generation to fourth-generation semiconductors through a multi-dimensional development strategy. Its progress in AI-related application scenarios covers displays (Micro LED), optical substrates (silicon carbide), power management (silicon carbide/GaN), and high-speed interconnects (photonic chips), forming strong cross-domain synergies. Many of these products have transitioned from R&D validation to small-batch or even mass production stages, with customers including leading enterprises both in China and overseas, reflecting solid market recognition.
As a leading domestic player in compound semiconductors, San’an Optoelectronics’ sustained investment is expected to support further expansion in AI computing infrastructure and intelligent terminal markets. Looking ahead, as R&D in fourth-generation semiconductors deepens and demand from AI-driven applications continues to grow, the company’s long-term growth potential in the compound semiconductor arena warrants close attention.
About San’an Optoelectronics
San’an Optoelectronics Co., Ltd. (stock code: 600703) is a globally leading platform-based compound semiconductor enterprise. Founded in November 2000 and headquartered in Xiamen, the company was listed on the Shanghai Stock Exchange in 2008. San’an Optoelectronics is committed to becoming a world-class platform for compound semiconductor R&D, manufacturing, and services. Its business spans semiconductor new materials, epitaxy, chips, and devices, covering R&D, production, and sales, with subsidiaries and branches established in multiple countries worldwide. Its products are widely used in lighting, displays, new energy vehicles, 5G communications, data centers, and other fields. Upholding a development philosophy centered on “technology + talent,” San’an Optoelectronics continues to drive the advancement of the compound semiconductor industry and contribute to the global semiconductor ecosystem.
