I continue to believe that IF (and that is a big if) anyone can make AR/VR a mainstream market it would be Apple.
Just for the simple fact that Apple has in multiple occasions done 2 things:
1. Come out with something that shapes the rest of the industry. I mean how many times has Apple done something and within a year or 2 basically the entire industry follows.
2. Not captured a large (or majority) percent but continued to invest in a platform. I don't think anything they are in (except maybe the smart watch) do they actually have a majority marketshare but they continue to work on those platforms.
So there is a part of me that hopes that Apple realizes that this platform will be the same way. It will be a very niche product that will take years of iterating on (like the Apple Watch) with it in consumers hands to turn it into a mainstream product.
We have had too many failed attempts (Google Glasses and Microsoft HoloLens) just fail since they were not major successes right out the gate.
They also have the developer buy in on their other platforms that they may be able to transition that to this if they handle that properly.
That isn't saying that this is anywhere near a guarantee and obviously the hardware has to be there, the societal acceptance, etc. But I just don't currently see another company that is in the position to possibly pull this off.