I’m a skeptic on the consumer side of this being a runaway hit like smartphones.
Enterprise and industrial and the trades use cases in physical space is big.
* Guiding someone through a complex assembly, it's going to be on pretty much all shift, with effects on thermal management and battery capacity.
* You'll want to swap batteries so that it can be used by another shift, which will take priority over fashion.
* It may also need to incorporate positioning markers and QR codes and external sensor data from a particular environment, sometimes taking preference over any general object recognition.
* Facial recognition won't figure very much.
* Ruggedness and repairability may be prioritized over miniaturization.
* Little to no tolerance for letting the vendor have footage or vague "telemetry" when trade secrets are involved.
In other words, it's like kind of like how the design/use/adoption of freight trains isn't necessarily indicative of the design/use/adoption of pickup trucks. Sure, they both move large things on wheels using diesel power, but...
repairability? in what trend are you seeing that being a thing? they'll just make you buy an expensive warranty/insurance plan for replacements. i really don't see tech allowing for repairability
For an industrial customer, your thing either needs to be repairable right NOW or it needs to be cheap enough that you can have disposable stock on hand. If your delicate widget can only be repaired by hand-delivering it to nude virgins on a mountaintop, you are not getting that 500k unit contract, you're getting shown to the door.
That is unless you're literally IBM and/or have monopolized your class of utterly indespensible widget. Only then do you have the power to tell Amazon to fuck off and send a warranty claim.
By the time that rolls around, this stuff will be available for cents on the dollar, just as Shenzhen showrooms were full of AR/VR hardware in 2015 and the industry has gone nowhere for 30+ years.
Industry has had entire VR rooms since at least the 1990's, when I saw one in use.
AR glasses are toys compared to what the big oil companies have been using to visualize underground strata since before Facebook et.al. even existed.
Pretending that they're going to revolutionize the industrial space is just grasping at straws to justify a gadget that nobody other than tech bros and perverts want.