Although Mark Zuckerberg’s speech about the importance of American dominance in the face of China has adopted an increasingly aggressive tonethe reality is to stop depending on China in this regard It is complicated. And is that his strategic commitment to Smart glasses It depends almost completely on Chinese suppliers, especially on Gortek. According to sources of Financial Timesit is a company that has consolidated its control throughout the sector supply chain in Shandong.
China dependence. Sources close to the company They assure that Zuckerberg has held meetings with Trump to talk about the importance of the United States leading the technological career against China. However, at least today, your company cannot manufacture your most promising devices without these Chinese companies. The Ray-Ban Meta glasses, which have sold More than two million units Since its launch, and the new Hypernova that aim to show during the Meta ‘Connect’ event, depend on Gortek for its production.
Control. Goertek has not been a simple manufacturer. According to The medium, the Chinese company has executed an aggressive acquisition strategy to control key points of the chain: it has taken control of Shanghai Omnilight, specialized in micro/nano devices optics for smart glasses, and has financed the purchase of Plessey, a British optical supplier that also works in the finish line. “Goal has no choice but to work with them because they are the most stable and reliable supplier for key components,” They assure Sources close to the company.
Failed diversification attempts. Goal has tried to reduce its Chinese dependence, moving part of the production of its Quest headphones To Vietnam. But even there, Goertk is still one of its main partners, as they point out from Financial Times. The Chinese company seems to have intuited the opportunities that it would have intuited very early The metaverso (who would say it) and its smart glasses, becoming an indispensable supplier.
Past and present tensions. The relationship has not always been simple. According to affirms The medium, in 2022, tar The Quest. Meta executives came to discuss legal actions, but finally decided not to do so. Goertek denies having sold its own VR glasses and ensures strictly complying all agreements with its partners.
The future also passes through China. According to the medium, the new Hypernova glasses, which will incorporate for the first time A small screen In one of the lenses to show notifications and responses of the Meta’s assistant, they are also being manufactured by Gortek. Fuentes say they would have a price close to $ 800, and represent the next step in the goal strategy to integrate artificial intelligence into portable devices. The premise is similar to what Google showed in its event Google I/or with that concept of smart glasses that already We could try in advance. It seems that we will have to wait for the event ‘Connect’ of Meta that will be held in the next few hours to learn more information about it.
And now what. The company assures Having a “robust and diversified supply chain” and that does not depend solely on a manufacturer, but the information indicates that Gortek has become practically indispensable. A good part of the technology that drive this kind of glasses depend on Chinese manufacturers, so if this type of products end up being a massive success, it will be interesting to see what the strategy of Chinese companies around this other key sector will be.
GIPHY App Key not set. Please check settings