歌爾深化Meta供應鏈合作 全力押注AI智能眼鏡賽道

硬體製造商歌爾正透過關鍵佈局，持續鞏固在AI智能眼鏡領域及Meta供應鏈中的核心地位。歌爾已完成對智能眼鏡核心光學器件廠商上海奧尼萊特的控股，並協助其融資收購Meta的英國光學供應商Plessey，實現上下游關鍵環節的戰略卡位。

作為Meta的重要合作夥伴，歌爾不僅負責量產Quest系列VR頭顯、Ray-Ban智能眼鏡，更承接新一代Hypernova智能眼鏡的生產訂單，同時提供多項核心零組件支援。儘管Meta近年推動供應鏈多元化，今年起已在海外投產部分Quest設備，但歌爾憑藉其關鍵部件的供應穩定性與技術可靠性，仍是Meta難以替代的核心合作方。

值得注意的是，雙方合作歷程中曾出現潛在摩擦。數年前歌爾曾在電商平台推出與Quest功能相似的平價版VR眼鏡，引發Meta高管關注並探討法律途徑，最終未實際提起訴訟。

與此同時，Meta自2014年收購Oculus以來持續調整戰略方向：2021年宣布投入數十億美元推動「元宇宙」計劃，近期則將重心轉向AI驅動的可穿戴設備。此外，Meta也深化與美國政府的合作關係，其技術長獲國防部任命為軍事AI應用提供諮詢，並與國防科技集團Anduril達成合作，共同參與VR/AR頭盔設計。

Goertek Deepens Ties with Meta Supply Chain, Bets on AI Smart Glasses Sector
Hardware manufacturer Goertek is steadily strengthening its core position in the AI smart glasses industry and Meta’s supply chain through strategic. Goertek has taken a controlling stake in Shanghai Aoni Laite, a core optical component manufacturer for smart glasses, and facilitated financing for its acquisition of Plessey, Meta’s UK-based optical supplier, securing key positions across the upstream and downstream segments.

As a crucial partner for Meta, Goertek not only mass-produces the Quest series VR headsets and Ray-Ban smart glasses but has also secured production orders for the new-generation Hypernova smart glasses while supplying multiple core components. Although Meta has been diversifying its supply chain and began producing some Quest devices overseas this year, Goertek remains a difficult-to-replace core partner due to the stability and reliability of its key component supply.

Notably, potential friction arose during their collaboration when Goertek previously launched a budget VR glasses model on e-commerce platforms with functionality similar to Quest, prompting Meta executives to consider legal action, though no lawsuit was ultimately filed.

Meanwhile, Meta has continually adjusted its strategic direction since acquiring Oculus in 2014: announcing a multibillion-dollar investment in the “metaverse” in 2021, and recently shifting focus toward AI-driven wearables. Additionally, Meta is deepening cooperation with the U.S. government—its Chief Technology Officer received a Department of Defense appointment to advise on military AI applications and partnered with defense technology group Anduril to collaborate on VR/AR headset design.