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[News] Goertek-Backed 12-Inch AR Optical Wafer Fab Commenced Production
What happened
Goertek's AR optical wafer fab in Shanghai commenced production on June 22, 2026, with a total investment of 3.28 billion CNY. This facility, formerly Sunny OmniLight, focuses on AR waveguide lenses and advanced optical components. Bearish for AR optics prices as new supply capacity enters the market.
Impact and signal
Medium impactImpact score: 65/100
Affected components and suppliers
AR Waveguide LensesMicrolens ArraysElectrochromic Lenses
Goertek OpticsGoertek OmniLight Optical Technology Co., Ltd.
capacity_expansionAR_opticsvertical_integration
Source and time
Source: TrendForce · 6/29/2026 · View original source
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