Recently, Goertek Aulai Optics Technology (Weifang) Co., Ltd. was officially established, with Rao Yi serving as its legal representative and a registered capital of 100 million yuan.

The company's business scope encompasses the manufacture and sales of optical instruments, virtual reality (VR) device manufacturing, display device manufacturing, and more. According to equity analysis from Qichacha, the company is wholly owned by Goertek Optical Technology Co., Ltd.

The establishment of this new entity signifies the official transition of a 1.9 billion yuan acquisition deal—a move that shook the industry half a year ago—from the capital operation stage to substantive integration.

The timeline dates back to September 2025, when Goertek announced that its subsidiary, Goertek Optics, planned to acquire Shanghai Aulai, a core asset of Sunny Optical specializing in micro-nano optics, through a capital increase. The transaction was valued at approximately 1.903 billion yuan. Post-transaction, Sunny Optical would hold approximately 31.31% of Goertek Optics' equity through share swaps, becoming its second-largest shareholder.

As a result, the two domestic giants in the optical field shifted from direct competition to deep collaboration in cutting-edge areas such as augmented reality (AR). The acquired assets of Sunny Aulai were highly valuable, including ASML DUV lithography machines, mature wafer-level micro-nano optical processes, and an operational 12-inch production line in Lingang, Shanghai. All these assets were seamlessly integrated into Goertek Optics' ecosystem.

The establishment of Goertek Aulai Optics Technology Company in Weifang represents a pivotal step in translating this acquisition into tangible production capacity and business integration. The appointment of Rao Yi, the former leader of the Sunny Aulai team, as the legal representative underscores Goertek Optics' commitment to maintaining continuity in the core team for technology research and development and team management. Simultaneously, leveraging Weifang's robust manufacturing base—Goertek's stronghold—the company aims to transform Shanghai Lingang's advanced technology into scalable production capabilities.

In fact, this integration is not the only strategic move by Goertek Optics recently. In January 2026, Goertek Optics formed a joint venture with Conant Optics, a globally renowned eyeglass lens company, to jointly develop custom lenses and waveguide eyepieces for AI/AR/VR/MR glasses. This collaboration further addresses technological gaps in the combined functionality of "myopia correction + AR display." Combined with Goertek's existing strengths in VR optical modules and its global top-tier customer resources, a comprehensive optical solution landscape covering VR/AR, from display modules to custom lenses, is rapidly taking shape.

Behind this series of strategic moves lies a profound transformation occurring across the entire optoelectronics industry, particularly in the XR (Extended Reality) sector.

On one hand, micro-nano optics, exemplified by waveguide technology, involves multiple cutting-edge fields such as micro-nano processing, semiconductor processes, and materials science. The R&D investment is substantial, and the development cycle is long, making it challenging for any single company to excel in all aspects. The partnership between Goertek and Sunny exemplifies the industry's shift from solitary operations to ecological collaboration—using equity ties to achieve technological complementarity and jointly expand the industry's potential.

On the other hand, the impending market explosion also compels companies to make early strategic layouts. Industry forecasts suggest that global smart glasses sales will reach 60 million units by 2035. Facing this trillion-dollar market about to unfold, securing core technologies and production capacities in advance has become crucial for future success.

Notably, the new company's establishment in Weifang also reflects Goertek Optics' strategic consideration of the pace of production capacity realization. Weifang, as Goertek's stronghold, boasts a mature supply chain and a reserve of manufacturing talent. Placing high-precision manufacturing processes like micro-nano optics in Weifang not only leverages the existing manufacturing system for rapid scaling but also facilitates synergy with Goertek's existing VR optical module production capacity.

The appointment of Rao Yi as the legal representative implies that the core technical team from the former Sunny Aulai will deeply participate in this integration process, reducing friction costs in terms of technology and team fusion. Of course, the integration path is never without challenges. Technical route alignment, yield ramp-up of new production lines, and the pace of market demand release remain hurdles that Goertek Optics must overcome in the future.

However, it is foreseeable that if the new company in Weifang can successfully leverage Shanghai Lingang's advanced technology and form efficient synergy with Goertek's existing VR business and the joint venture with Conant, Goertek Optics will have the potential to upgrade from an important optical component supplier to a core platform defining the next generation of smart terminal interaction experiences.

In 2026, as AI terminal innovation accelerates and the smart glasses market prepares for takeoff, the establishment of Goertek Aulai may well mark a significant milestone in this industrial transformation. We eagerly await further market developments in the future.