Guan Cha Zhe Wang·2025-09-16 08:15Core Insights - Meta's CEO Mark Zuckerberg has shifted from being threatened by the Trump administration to becoming a welcomed guest at the White House, indicating a change in his relationship with the U.S. government [1] - Goertek, a leading Chinese hardware manufacturer, is strengthening its control over Meta's AI glasses supply chain through strategic acquisitions, enhancing its influence in the smart glasses industry [1][2] - Meta is diversifying its hardware supply chain and has begun production in Vietnam, but Goertek remains a key partner for Meta's hardware needs [2][4] Group 1 - Goertek has acquired 100% of the shares of Shanghai Aolai Micro-Nano Optics and Shanghai Aolai Optoelectronic Information Technology, which produce micro-nano optical devices for smart glasses, through a capital increase of 530 million yuan [1] - Goertek is also involved in the production of Meta's upcoming new generation smart glasses, Hypernova, which is expected to be unveiled soon [2] - Meta's response to reports emphasizes its robust and diversified supply chain, indicating it does not rely solely on any single manufacturer [4] Group 2 - Zuckerberg is positioning himself as an "AI leader," developing AI-driven lightweight wearable devices and collaborating with the U.S. government on military technology modernization [5] - Despite his hardline stance towards China, Meta's ongoing reliance on Goertek for next-generation wearable devices highlights a contradiction in Zuckerberg's approach [7] - Previous attempts by Zuckerberg to expand Meta's business in China have faced challenges due to his past comments and the geopolitical climate [7][11]