"Meta currently holds 75.6% of the combined AR/VR + display less smart glasses market, according to IDC. (Apple has around 5.2%.) But the market is still pretty small, with only about 10 million sold each year. That makes this a segment high in potential, rich in opportunity for expansion, and - despite its early advantage -a market that is Meta's to lose."
"Can Apple take the throne? I think so, given the company has more hardware and software design experience, a vibrant ecosystem, and huge user loyalty. Perhaps more importantly, Apple is seen as a firm that's all about privacy, which isn't an advantage Meta can easily be seen to enjoy. That matters when you're taking about wearable devices equipped with video cameras."
"Think different Apple's other advantage comes in the form of all the real-world usability cases it has been able to identify for the Vision Pro. Many of these uses will be ably supported by Apple's AR glasses, and the apps people have already made for those industries will be supported, too. Those not supported might only need the slightly revised M5 Vision Pro devices."
The combined AR/VR and display-less smart glasses market is dominated by Meta with 75.6% share, while Apple holds about 5.2%. Annual unit sales remain small at roughly ten million, indicating substantial growth potential and opportunity for expansion. Meta's current lead is significant but vulnerable. Apple possesses stronger hardware and software design experience, a vibrant ecosystem, and high user loyalty. Apple's reputation for privacy provides a competitive advantage for camera-equipped wearables. Identified real-world use cases for Vision Pro map onto future AR glasses, and existing industry apps will be supported, with unsupported cases addressable via slightly revised M5 Vision Pro devices.
Read at Computerworld
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