Core Viewpoint - Meta's adjustment in its metaverse business has significantly impacted its Chinese partner, GoerTek, leading to substantial financial losses and workforce reductions [1][2][4]. Group 1: Impact of Meta's Decision - Meta's decision to cut resources in its metaverse division may result in GoerTek facing losses exceeding 10 billion yuan [1][4]. - GoerTek's Alpha Labs, a core R&D center, has seen budget cuts across all departments, with layoffs expected to be between 30% and 50% in various centers [2][4]. - Employees have confirmed that the layoffs are directly related to Meta's order reductions, with some departments experiencing varying levels of impact [2][4]. Group 2: Financial Performance and Business Segments - GoerTek's main business segments include precision components, smart acoustic products, and smart hardware, with the latter accounting for 60% of overall revenue [5][7]. - The smart hardware segment, which includes VR, MR, and AR products, experienced a significant revenue growth of 107.34% in 2020, but has since seen a decline, with a drop of 6.93% in 2023 [7][8]. - The company's overseas revenue growth has also slowed down, reflecting the overall decline in the smart hardware business [8]. Group 3: R&D Investments and Market Position - Over the past five years, GoerTek has invested 24.5 billion yuan in R&D, focusing on various innovative platforms, which has led to a significant market share in MR headsets and AI smart glasses [8]. - Despite substantial investments, the changing attitudes of major tech companies like Apple and Meta towards MR and the metaverse may hinder the expected returns on these investments [8].

文 丨 《BUG》栏目 周文猛 大洋彼岸Meta调整元宇宙业务部门的动作，影响到了其中国区合作伙伴——歌尔股份。 近日，多位歌尔股份离职及在职员工对《BUG》栏目透露："公司近期启动人员优化调整，歌尔创新研 发中心Alpha Labs（简称：歌尔Labs）下所有中心预算被砍，将面临多轮裁员。" 对于此次裁员原因，多位员工直言"与Meta砍单有关"，并表示"一些部门或中心人员优化比例在30%— 50%之间"。但针对"砍单"比例，员工们并未给出明确答案。 此前，Meta曾宣布调整其元宇宙业务，确认削减对资源投入。据知情人士透露，此次Meta砍单可能导 致歌尔股份百亿元损失。对于前述影响，歌尔股份方面并未正面回应。 歌尔Labs预算集体"被砍"，开启多轮次裁员 事件的起因要从Meta说起。 近期，有外媒报道称，Meta正在调整其元宇宙业务，开始大规模裁撤Reality Labs的1000多个工作岗 位。在上个月，Meta就已经确认将削减对元宇宙的资源投入。 早在2020年，歌尔就拿下了Meta Quest 2的独供大单，并深入参与客户VR设备的研发、设计及生产环 节，虽然近年来Meta推进VR头显供应链多元化，引入 ...