Annual production of 1 million pieces! Hebei Province adds SiC substrate project

On January 23rd, Hebei Government Service Network announced that the Administrative Approval Bureau of Baoding National High tech Zone has completed the filing of Tongguang Semiconductor's "Annual Production of 1 Million Optical and Advanced Packaging Materials Project" and made it public according to regulations. The public announcement period is from January 21, 2026 to January 30, 2026.

The keywords of the project name are "optical materials" and "advanced packaging materials", which are in line with the new application direction of silicon carbide substrates - AR glasses optical waveguide, AI chip packaging intermediate layer, etc.

It is reported that Tongguang Semiconductor has launched 4-12-inch optical grade silicon carbide substrates, covering a full range of products and focusing on emerging applications such as AR glasses diffraction optical waveguides, and has cooperated with domestic leading waveguide manufacturers.

In terms of advancing advanced packaging material technology, Tongguang Semiconductor is accelerating the layout of 12 inch products. Since January 2025, Tongguang Semiconductor has successively completed the research and development of 12 inch conductive and high-purity semi insulating substrates, and publicly displayed 12 inch diameter conductive SiC ingots (with a height exceeding 20mm) and 10 inch conductive substrate samples at the SEMICON China 2025 exhibition.

In addition, capacity expansion is also being carried out simultaneously. In February 2025, Tongguang Semiconductor's annual production of 200000 8-inch silicon carbide single crystal substrates project was officially launched, with an estimated total investment of 882 million yuan and a plan to achieve full production by 2027.

It is worth noting that in February 2025, the Baoding Municipal Government of Hebei Province held a symposium for top entrepreneurs in the fields of AI and AR glasses. Senior executives from companies such as Tongguang Semiconductor, Thunderbird Innovation, QiangBrain Technology, Sichuan Yingmu Technology, Hangzhou Liweike Technology, Wanmo Acoustics Co., Ltd., Gudong Technology, and Shenzhen Yijing Virtual Reality Technology exchanged and discussed the current situation and development trends of the AR glasses industry. The local government has proposed to fully leverage the advantages of Tongguang Semiconductor in AR glasses diffraction waveguide materials and accelerate the layout and development of the AR glasses industry.

In October 2025, Baoding National High tech Zone also specially hosted the "Silicon Carbide Optical Waveguide AR Glasses Industry Exchange Conference" at Tongguang Semiconductor Co., Ltd. The conference invited well-known Internet manufacturers and leading companies of optical waveguides in China to participate in, and carried out in-depth discussions around the cutting-edge technical difficulties, innovative solutions and future development trends of AR glasses. AR glasses prototype with Tongguang Silicon Carbide optical elements received a warm response.  

According to the article on Tongguang Semiconductor's official account, according to industry authoritative forecasts, the AR glasses market will grow explosively from 2027 to 2028. By 2030, the demand for 8-12 inch optical silicon carbide materials will exceed 10 million pieces, and the market size will quickly reach more than 100 million pieces by 2035. The market size of 12 inch silicon carbide packaging materials will reach over 120 billion yuan by 2030, and the application prospects are very broad.

Tongguang Semiconductor stated that they will continue to increase research and development investment in the next step, accelerate mass production of 12 inch silicon carbide substrates, optical and advanced packaging materials, etc., and seize the blue ocean of the market.