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Meta Seeks New Supply Chain Opportunities for AI Smart Glasses
PYMNTS.comยท 2025-09-16 20:32
Core Insights - Goertek is strengthening its control over the supply chain for Meta's AI-powered smart glasses, Hypernova, while Meta seeks to diversify its supply chain beyond China [1][3] - Goertek has acquired optical device manufacturer Shanghai OmniLight and financed the takeover of optics supplier Plessey [2] - Meta's Hypernova smart glasses are expected to be announced soon, featuring a small display in the right lens and a wristband for gesture control, with a price point of $800 [3][5] Company Developments - Goertek is recognized as the most reliable supplier for key components of Meta's latest smart glasses [3] - Meta has stated that it maintains a robust and diversified supply chain, actively exploring global opportunities [4] - The introduction of Hypernova smart glasses is anticipated at Meta's Connect conference [4] Market Trends - Sales of Ray-Ban Meta glasses have surged over 200% in the first half of the year, indicating a growing market for smart glasses [6] - The smart glasses market is experiencing a boom driven by AI, with both tech giants and smaller competitors investing in these devices [6]