Goertek's Supply Chain Dominance for Meta's "Hypernova" AI Glasses Raises Geopolitical Concerns

Chinese hardware manufacturer Goertek has significantly strengthened its control over the supply chain for Meta's upcoming "Hypernova" AI-powered smart glasses, according to a Financial Times report. This increased reliance on the Shandong-based company comes despite Meta's stated efforts to diversify its manufacturing and align with U.S. policies aimed at reducing dependence on Chinese tech. Goertek is reportedly manufacturing the Hypernova glasses and has expanded its influence through strategic acquisitions.

The "Hypernova" smart glasses, anticipated to be unveiled this week, are designed to feature a display in the lens capable of showing alerts and responses from Meta's AI system. This marks a significant step in Meta's push for lighter wearable devices integrated with its AI models. The previous Ray-Ban Meta glasses, launched in partnership with EssilorLuxottica, sold 2 million pairs between September 2023 and February 2025, demonstrating market interest in Meta's smart eyewear.

Goertek's tightened grip stems from a series of dealmaking, including taking stakes in optics manufacturers in China and the UK, such as Shanghai OmniLight and Plessey. This vertical integration provides Goertek with comprehensive capabilities, from waveguides and micro-displays to full device assembly. An insider quoted by the Financial Times stated, "Meta has no choice but to work with them because they are the most stable and reliable supplier for key components."

Meta has attempted to shift some production of its Quest VR headsets to Vietnam, but Goertek remains a key partner in those operations as well. The continued dependence on Goertek presents a challenge for Meta, especially as CEO Mark Zuckerberg has increasingly emphasized the U.S. leading in AI against China. Past concerns include a 2022 incident where Goertek reportedly sold a low-cost headset resembling Meta's Quest on Chinese e-commerce sites.

The Hypernova glasses are expected to be priced around $800, significantly higher than the current Ray-Ban Meta glasses. This strategic product launch, alongside Meta's deeper ties with U.S. defense groups through its CTO Andrew Bosworth, highlights the complex interplay between technological innovation, global supply chains, and geopolitical considerations.