Last updated Nov 29, 2025
Jason @ 00:16:30Inconclusive
tech
Apple will become the dominant vendor in the high-end VR/AR headset category created around devices like Vision Pro, effectively capturing the majority of the market versus competitors such as Meta and others over the coming years.
I think this is gonna they're gonna run the table on this.View on YouTube
Explanation

Jason’s claim was long‑term: Apple would "run the table" in the Vision Pro–style high‑end VR/AR category over the coming years, i.e., become the clear dominant vendor.

So far (end of 2025), available data show:

  • In 2024, Meta still held about 70–75% of global VR/MR headset unit shipments, with Apple only around 5%, making Apple a distant third overall rather than a dominant player. (trendforce.com)
  • IDC estimates Apple shipped roughly 400,000 Vision Pros in 2024, versus 5.6 million Meta headsets, and notes that premium devices (> ~$1,000) are only 5–6% of total VR shipments, underscoring that Apple’s ultra‑high‑end segment is still small and niche. (theverge.com)
  • Analysts do not yet describe Apple as having decisively overtaken Meta in any broad “high‑end XR” category; instead, Meta is still characterized as the dominant XR hardware platform by unit share. (x.pawanlabana.com)
  • In October 2025, reports indicated Apple paused development of a next‑generation Vision Pro to redirect resources toward AI smart glasses, explicitly citing weak momentum and strong competition from cheaper Meta Quest devices—hardly an indication that Apple has already "run the table". (reuters.com)
  • New high‑end competitors (e.g., Samsung’s Galaxy XR headset around $1,799) are just entering the market in late 2025, which further complicates any early verdict about long‑term dominance. (reuters.com)

However, the prediction’s horizon is explicitly multi‑year and extends beyond the ~1.75 years that have elapsed since February 2024. Apple could still pivot, release new high‑end models, or consolidate a larger share of the premium segment later. Because the claimed future state (Apple clearly dominating the high‑end XR category) is neither realized nor definitively ruled out yet, the fairest judgment at this time is that the outcome is too early to call.