Global Supply Manager; GSM), Optics

Summary

We are seeking a Display technology & Optics (D&O) Strategic Sourcing Manager to lead Optics Strategic Partnerships and Sourcing across OMI and enabling technologies (e.g., Film, Lens, and critical supply-chain partnerships). This role owns the end-to-end strategy for supplier engagement and commercial outcomes, translating long-range compute and product needs into sourcing, contracting, and partnership roadmaps that ensure capacity, cost, technology access, resiliency, and speed.

• Lead and own the end-to-end sourcing strategy for optical film components (D-film, L-film, and related optical films) across the AR/VR product portfolio.
• Develop and execute multi-year commodity strategies, including supplier selection, qualification, and lifecycle management.
• Drive competitive cost structures through strategic negotiations, should‑cost modeling, and TCO analysis.
• Establish and manage long‑term supply agreements (LTAs) and contracts that balance cost, quality, capacity, and risk.
• Build and maintain a resilient supply base with dual/multi-source strategies to mitigate single‑point‑of‑failure risks.
• Lead commercial negotiations with optical film suppliers to achieve aggressive cost targets aligned with product cost goals.
• Develop detailed should‑cost models for D‑film, L‑film, and emerging optical film technologies to support fact‑based negotiation.
• Drive year‑over‑year cost reduction programs through design‑for‑cost collaboration, process optimization, and volume leverage.
• Negotiate capacity commitments, lead time improvements, and flexible supply arrangements to support dynamic demand.
• Manage NRE costs and tooling investments for new film development and qualification.
• Develop deep domain expertise in optical film technologies and stay current on industry trends.
• Partner with optics engineering teams to translate technical requirements into supplier specifications and qualification criteria.
• Evaluate supplier technical capabilities and support new technology introduction.
• Serve as the primary supply chain interface between optics engineering, product design, quality, operations, and finance teams.
• Collaborate with product design and mechanical engineering on design‑for‑manufacturability and design‑for‑supply‑chain initiatives.
• Work with quality engineering on SPC frameworks and supplier quality improvement programs.
• Coordinate with operations/NPI teams to ensure a seamless ramp readiness and production continuity.
• Engage with finance/FPA on cost forecasting, budget management, and cost variance analysis.
• Align with program management on milestone tracking, risk escalation, and executive reporting.
• Support sustainability and responsible sourcing initiatives across the optical film supply chain.
• Proactively identify and mitigate supply‑chain risks, develop business continuity plans, and monitor suppliers’ financial health.
• Drive supplier diversification and regional strategy to reduce concentration risk.

• Demonstrated track record of complex commercial negotiations delivering significant cost savings.
• Experience managing optical or display component suppliers with knowledge of film, coating, or precision optics manufacturing.
• Analytical skills with proficiency in should‑cost modeling, TCO analysis, and data‑driven decision making.
• Proven ability to build and manage relationships across cross‑functional teams in a fast‑paced, matrixed organization.
• Experience with supplier qualification processes, quality systems (ISO, IATF), and production ramp‑up management.

• Experience in responsible, ethical AI practices (risk assessment, bias mitigation, quality and accuracy reviews).
• Demonstrated ability to integrate AI tools to optimize workflows and drive measurable impact.
• Experience with film (L/D film), LCD/OLED display, yield/capacity ramp planning.
• Prior experience operating in a hyperscale or large platform environment with complex stakeholder sets.
• Understanding of supply chain risk management in semiconductor environments.
• Continuous AI skill development and staying current with emerging AI technologies.

$199,000/year to $272,000/year + bonus + equity +…