GoerTek Inc.

What GoerTek Inc. does

GoerTek Inc. (歌尔股份) is a Chinese publicly-listed precision components and smart hardware manufacturer founded in 2001 and headquartered in Weifang, Shandong (Shenzhen Stock Exchange ticker 002241, included in CSI 300 and SZSE 100). The company operates as a vertically integrated B2B ODM/OEM supplier, providing acoustic, optical, microelectronic, and structural precision components — together with finished smart hardware — to global consumer electronics brands including Apple, Meta, Xiaomi, and others. GoerTek is positioned as the world's largest XR ODM and ranks 9th globally among MEMS manufacturers. The company's product surface spans precision components (speakers, MEMS sensors, optical waveguides, haptic actuators), VR/MR headsets (pancake and waveguide optics), AR/AI glasses (SiC and polymer waveguide modules, electrically tunable liquid crystal lenses), smart wearables (watches with cuffless blood pressure monitoring, fitness bands), smart audio (TWS earbuds, audio glasses, over-ear headphones with adaptive ANC), smart home devices (AI speakers, security products, robots), and automotive smart-cockpit modules.

GoerTek's core technology is a precision manufacturing platform integrating acoustic, optical, microelectronic, and structural components, anchored by proprietary capabilities such as F50Se silicon-carbide optical waveguides (achieving 50° FOV versus the ~30° glass-substrate limit), wafer-level meta-aspheric lenses (101.5° FOV at 0.02 cm³ volume), electrically tunable liquid crystal lenses, and bone-conduction vibration sensors. Manufacturing runs through subsidiaries Weifang Goertek Electronics and Rongcheng Goertek Technology (CMMM Level 4 certified, the highest available), with Vietnam operations in Bac Ninh and Nghe An following a USD 391M expansion in April 2025. R&D nodes span China, USA (Seattle, Santa Clara), Denmark (Copenhagen), Japan, and South Korea, with 14+ provincial-level research platforms and academic partnerships with Tsinghua, Southeast University, Zhejiang University, and Chinese Academy of Sciences institutes.

The business model is B2B precision manufacturing sold through direct enterprise sales engagements with global OEMs, with privately negotiated component pricing and reference-design-plus-turnkey-manufacturing service offerings. Revenue is concentrated in precision components manufacturing and ODM/OEM services for smart hardware products. Key subsidiaries include Goeroptics (optical solutions for XR), Goermicro (MEMS sensors), and Goerdyna (premium audio brands including Dynaudio, LIBRATONE, XEO). 2025 net profit reached 3.94 billion yuan (up 47.85% YoY) on R&D expenditure exceeding 5 billion yuan, with Q1 2026 net profit attributable to shareholders up ~20% YoY. Strategic priorities are clearly tilted toward AR/AI glasses, XR optics, automotive smart cockpit, and AI-native hardware partnerships (OpenAI, Haier, Xiaomi), reinforced by the Goertek-OmniLight Optical Technology JV with Sunny Optical and cornerstone investments in upstream semiconductor capacity.

Name

GoerTek Inc.

Legal name

歌尔股份有限公司 (Goertek Co., Ltd.)

Website

http://www.goertek.com/en/

Company type

Public

Founded year

2001

Operating status

Operating

Headcount range

5,001–10,000 employees

Short description

GoerTek Inc. is a Chinese-listed vertically integrated precision components and smart hardware ODM/OEM, supplying acoustic, optical, MEMS, and finished XR/AI glasses, wearables, and audio products to global brands including Apple, Meta, and Xiaomi.

Ownership category

akta.pro rank

Product category

Precision Components and Smart Hardware Manufacturing

NAICS

Semiconductor and Other Electronic Component Manufacturing (33441), Other Electronic Component Manufacturing (334419), Audio and Video Equipment Manufacturing (334310)

SIC

Electronic Components & Accessories (3670), Optical Instruments & Lenses (3827), Household Audio & Video Equipment (3651)

akta.pro primary industry

Optoelectronics & Photonics (LED/Laser/Optical ICs) (HDAHAAAH)

akta.pro secondary industries

VR Headsets & Accessories (CRACAOAE), Wearable Computers (Industrial Smart Glasses/Wrist/Arm-Mount) (HDACALAH), Eyewear Manufacturing & OEM/ODM (Frames & Sunglasses) (CRAAAKAJ), Hearables (True Wireless Earbuds & Smart Headphones) (CRACAIAD), Optoelectronic Components (LEDs, photodiodes, optocouplers, optical sensors) (IMAGAJAF), Hi‑Fi / Audiophile Components (DACs, Amps, Turntables, Streamers) (CRACANAI)

Keywords

• Precision components manufacturing
• OEM ODM services
• XR AR VR hardware
• MEMS sensor production
• Smart audio devices

Headquarters

HQ city

Weifang

HQ country

China

HQ region

Asia

Offices25 records

Markets served

GTM type

B2B

Offering type

Hardware or Manufacturing

Cost components

Personnel, Supply Chain, Operations, Technology or R&D, Infrastructure, Marketing or Sales

Revenue model

1. Precision Components Manufacturing: Manufacturing and sale of precision acoustic, optical, microelectronic, and structural components to global consumer electronics brands including speakers, sensors, and optical modules.
2. Smart Hardware Products: Design and manufacture of finished smart hardware products including VR/AR headsets, AI glasses, smart wearables, smart earbuds, and smart home devices sold to major global technology brands.
3. ODM/OEM Manufacturing Services: One-stop design and manufacturing services for global tech brands, providing ID design, structural design, electronic design, software design, optical design, and mass production capabilities.

Go-to-market motion3 records

Distribution channels1 record

Marketing channels6 records

Core offering

GoerTek designs, manufactures, and supplies precision acoustic, optical, and microelectronic components (speakers, MEMS sensors, SiC/polymer optical waveguides, lenses, haptic components) as well as finished smart hardware products (VR/AR headsets, AI glasses, smart watches, TWS earbuds, audio glasses, smart speakers, robots) to global consumer electronics brands as an OEM/ODM partner. The company provides one-stop services spanning ID design, structural design, electronic design, software design, optical design, and mass production.

Product overview

GoerTek Inc. is a vertically integrated precision components and smart hardware company offering a comprehensive portfolio from components to finished products. The core offerings include: (1) Precision Components - acoustic, optical, microelectronic components serving as the foundational building blocks; (2) Smart Hardware整机产品 - including VR/MR headsets (with pancake and waveguide optics), AR/AI glasses, smart wearables (watches and bands), smart audio products (TWS earbuds, audio glasses, over-ear headphones), and smart home devices (speakers, gaming consoles, robots, security products); (3) Optical Solutions - advanced waveguide modules (SiC, polymer) for AR displays; (4) AI-enabled subsystems - voice algorithms, audio processing, haptics for various applications. Key subsidiaries include Goeroptics (optics), Goermicro (MEMS sensors), and Goerdyna (premium audio brands like Dynaudio). The company operates manufacturing facilities in China (Weifang, Qingdao, Dongguan, Rongcheng) and Vietnam, with R&D centers globally (USA, Denmark, Japan, South Korea).

Differentiator

Problem solved

Functional benefit

Brands

• Goerdyna (歌尔丹拿): Global leading acoustic systems and premium audio entertainment solutions with brands Dynaudio, LIBRATONE, XEO
• goerlife (歌尔生活)
• Goeredu (歌尔教育)
• wemake (歌尔创客)
• Goerinno (歌尔创新大会)

Products and services

• Precision Components High-quality acoustic, optical, microelectronic, and precision structural components including speakers, microphones, optical waveguides, MEMS sensors, and precision enclosures that form the foundation of GoerTek's product portfolio. Used by global consumer electronics OEMs across smartphones, wearables, and smart home devices.
• VR/MR Headsets Virtual and mixed reality headsets including pancake lens modules, diffractive waveguides, and complete VR/MR system solutions combining hardware-software integration with precision manufacturing capabilities. Sold as OEM/ODM products to global XR brands.
• AR/AI Glasses Augmented reality and AI-powered smart glasses featuring waveguide optics (Birdbath, freeform, diffractive waveguides), multiple display technologies (LBS, DLP, LCoS, Micro-LED), and integrated AI capabilities for various consumer and enterprise applications.
• Smart Watches Smart watches with dual-chip dual-system architecture supporting eSIM, wireless charging, ECG, medical-grade blood pressure detection, and 10ATM water resistance for health monitoring applications. Sold as OEM/ODM products to wearable device brands.
• Smart Bands Fitness bands with low power consumption, long battery life, supporting human health and environment monitoring, AI voice assistant, and touch interaction for everyday wellness tracking.
• TWS Earbuds True wireless stereo earbuds featuring intelligent noise cancellation, AI photography capabilities, high-quality music experience in both quiet and noisy environments. Sold as OEM/ODM products to global audio brands.
• Audio Glasses Smart audio glasses with ultra-thin dynamic sound units and anti-sound-leakage structural design for private, open-ear music enjoyment.
• Over-Ear Headphones Headphones featuring 3D surround stereo technology and voice enhancement for immersive gaming and audiovisual experiences.
• Smart Speakers AI-powered speakers with acoustic design, audio algorithms, and high-performance acoustic sensor arrays for voice interaction and high-quality audio delivery.
• Smart Robots Robots with self-developed servo actuators and self-balancing control algorithms, vertical integration of components for multiple robotic solutions including bipedal and two-wheeled robots.
• Home Security Products Smart home security devices with optical design, simulation, testing capabilities and professional lens assembly and image quality calibration.
• F50Se SiC Optical Waveguide Module AR full-color optical waveguide display module achieving 50-degree field of view using high-refractive-index silicon carbide material, breaking the ~30° FOV physical limit of traditional glass substrates. Paired with miniaturized LCoS micro-display achieving over 1,500 nits eye-box brightness.
• F30Se SiC Etched Optical Waveguide Module Ultra-thin SiC etched optical waveguide module with thickness of only 0.65mm, targeting lightweight AR glasses applications.
• Rubis AR Glasses Flagship AR glasses featuring Tri-Chip architecture with EMG neural wristband interaction, targeting the premium AR market with advanced spatial computing capabilities.
• Spinel AI Glasses Ultra-lightweight AI glasses at 35g, targeting mainstream AI glasses market with all-day wearing comfort.
• Lightweight MR Headset Reference Design Breakthrough 100g mixed reality headset reference design delivering retinal-level clarity, targeting immersive entertainment and enterprise applications.
• Goerdyna Premium Audio Solutions Premium audio entertainment solutions including the Dynaudio, LIBRATONE, and XEO brands, providing high-end acoustic systems globally. Operated through Goerdyna subsidiary.
• Intelligent Manufacturing Services (GPS) GPS (Goertek Production System) offering intelligent manufacturing services from design to mass production, integrating standardization, lean, automation, and AI technologies across the manufacturing value chain.

Quantifiable outcome

• Net profit of 3.94 billion yuan in 2025, up 47.85% year-on-year
• +5 more outcomes

Named customers6 records

Segments6 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability15 records

Feature11 records

Partnerships

15 partnerships are on record, tiered core and minor.

• XiaomicoreStrategic or Co-development Partner · 12 February 2026Xiaomi's mass-produced AI glasses collaboration with Goertek is listed as a key competitive pressure on EssilorLuxottica. Goertek supplies manufacturing and components for Xiaomi's AI glasses products, which experienced significant market growth.
• AR Alliance (SPIE Division)coreStrategic or Co-development Partner · 6 February 2026Goertek joined the AR Alliance, a division of SPIE focused on augmented reality. The alliance includes 18 new member companies bringing expertise across foundational research, advanced optics, display technologies, and spatial computing platforms. The alliance aims to harmonize approaches for advancing and growing the global AR supply chain.
• Conant OpticalminorStrategic or Co-development Partner · 1 January 2026Goertek formed a joint venture with Conant Optical to expand into smart glasses optical components, strengthening full-chain capabilities in the AI hardware sector.
• Shanghai OlightekminorStrategic or Co-development Partner · 1 January 2026Goer Optics acquired Shanghai Olightek through a share swap to strengthen optical technology capabilities for AI glasses.
• Haier GroupcoreStrategic or Co-development Partner · 11 December 2025Goertek Group and Haier Group established a strategic partnership in December 2025 to jointly build smart and better life solutions, combining Goertek's technology capabilities with Haier's consumer ecosystem.
• Meta (Ray-Ban Smart Glasses)coreOEM/ Whitelabel/ Licensing Partner · 30 October 2025Goertek supplies optical engines for Meta's Ray-Ban smart glasses, which feature Lumus waveguides, OmniVision LCOS displays, and Goertek projection engines. Meta's Ray-Ban Display AR glasses use Goertek optical engines as a key component in the supply chain.
• Sunny Optical TechnologycoreStrategic or Co-development Partner · 15 October 2025Sunny Optical and Goertek formed a joint venture, Goertek-OmniLight Optical Technology, with Sunny Optical transferring its Shanghai OmniLight subsidiary to Goertek for 1.9 billion yuan ($267 million) in exchange for 31.31% stake. Shanghai OmniLight operates China's only dedicated ASML lithography machine for optical waveguide mass production. The JV combines Sunny Optical's wafer-level optical manufacturing with Goertek's high-volume AR/VR module production capabilities.
• OpenAIcoreStrategic or Co-development Partner · 22 September 2025OpenAI is collaborating with Goertek to develop new AI devices. OpenAI has approached Goertek to supply components including speaker modules for its planned pocket-sized AI device being developed with Jony Ive's LoveFrom studio. The device is targeted for launch in 2026 at $200-300.
• QualcommcoreTechnology or Integration · 1 January 2023Goertek partnered with Qualcomm to jointly launch Snapdragon XR2 Gen 2 and XR2+ Gen 2 MR reference designs, supporting the development of advanced XR devices using Qualcomm's chip platforms.
• Dynaudio (Goerdyna)coreOEM/ Whitelabel/ Licensing Partner · 1 January 2022Goertek acquired the international high-end audio brand Dynaudio and operates it through subsidiary Goerdyna (歌尔丹拿), providing premium audio entertainment solutions globally with brands including Dynaudio, LIBRATONE, and XEO.
• Zhejiang UniversityminorStrategic or Co-development Partner · 1 August 2018Goertek established Goertek-Zhejiang University Optical Joint Research Center for collaborative research in optical technologies.
• Tsinghua UniversityminorStrategic or Co-development Partner · 1 January 2017Goertek established a joint precision materials research center with Tsinghua University.
• Chinese Academy of Sciences (Changchun Institute of Optics)minorStrategic or Co-development Partner · 1 January 2017Goertek established Qingdao Goertek Changguang Research Institute with the Chinese Academy of Sciences Changchun Institute of Optics for joint research in optical technologies.
• Southeast UniversityminorStrategic or Co-development Partner · 1 January 2014Goertek partnered with Southeast University for joint development of wearable health monitoring technologies including the cuffless blood pressure measurement device.
• Chinese Academy of Sciences (Institute of Acoustics) and BUPTminorStrategic or Co-development Partner · 1 January 2007Goertek established joint laboratories with the Chinese Academy of Sciences Institute of Acoustics and Beijing University of Posts and Telecommunications for acoustic research.

Scale indicators15 records

Recent moves9 records

Expansion highlights7 records

Direct peers

• Luxshare Precision (立讯精密): Luxshare is GoerTek's closest Chinese ODM rival — both are vertically integrated manufacturers of acoustic, optical, and electronic components for Apple and other global brands, including AirPods, Vision components, and wearables. Comparable in customer base, technology scope, and growth trajectory.
• AAC Technologies (瑞声科技): AAC is a Hong Kong-listed precision components manufacturer specializing in acoustics, optics, haptics, and MEMS sensors — directly overlapping GoerTek's core precision components business. Both serve Apple and leading smartphone brands with overlapping acoustic/MEMS product portfolios.
• Sunny Optical Technology (舜宇光学科技): Sunny Optical is a Chinese optical components and lens specialist; it is also GoerTek's JV partner in Goertek-OmniLight (the dedicated waveguide JV). Both compete in wafer-level optical manufacturing and supply smartphone/XR optics to global brands.
• Quanta Computer (广达电脑): Quanta manufactures Meta Quest VR headsets and other Tier-1 OEM hardware, making it the most direct VR-headset ODM peer to GoerTek. Both companies compete in the XR ODM space for hyperscaler customers (Meta, Apple, others).
• Pegatron (和硕联合): Pegatron is a Taiwanese ODM that serves Apple on iPhone and other hardware, with a product scope (smartphones, computing, smart devices) directly comparable to GoerTek's finished-hardware business. Both compete for Apple contract slots.
• Inventec (英业达): Inventec is a Taiwanese ODM with established AR/VR and server hardware manufacturing; it competes with GoerTek and Quanta for hyperscaler XR programs and has comparable global tier-1 customer relationships.
• BYD Electronic (比亚迪电子): BYD Electronic is a Chinese EMS manufacturer producing smartphone components, smart wearables, and IoT devices for global brands. Its vertically integrated EMS model and Chinese manufacturing footprint make it a direct comparable to GoerTek's consumer hardware ODM business.
• Wingtech Technology (闻泰科技): Wingtech is a Chinese EMS/ODM focused on smartphone ODM and semiconductor (Nexperia) — overlapping with GoerTek in smartphone component manufacturing and consumer electronics ODM for global brands.

Broad incumbents

• Hon Hai Precision (Foxconn / 鸿海): Foxconn is the world's largest EMS provider and Apple's primary iPhone/contract assembler — a far larger, broader incumbent than GoerTek with overlapping capabilities in smartphone and XR component manufacturing, though with much greater exposure to non-XR consumer electronics.
• Jabil (NYSE: JBL): Jabil is a large, global EMS provider serving consumer electronics, XR, automotive, and industrial customers. While broader and less XR-focused than GoerTek, it competes for similar XR/AI-hardware contract slots from hyperscaler customers.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

Compliance9 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Subsidiaries10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A2 records

Investments18 records

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Frequently asked questions about GoerTek Inc.