We know Apple's track record with games and gaming and it's not good. Just take the Apple TV for example. The only thing added in years is Arcade, a collection of forgettable casual games. They haven't updated the CPU in such a long time that not even developers want to put their iPhone games on it now. They flip-flopped on controller support and they still can't be bothered to let 2 controllers connect to it.
Apple already sells developers an AR Dev Kit with the iPhone and iPad Pro.
The main issue with VR is that it's not something that works outside the home.
AR works outside the home but what is the must have? What is it bringing that we don't have? iPod gave us all our music to go. iPhone gave us full internet to go. iPad gave us casual computing to go.
Glasses could give us an 80" monitor to go, I guess.
Sorry, this is going to be a long reply.
Again, I think you're right that there really isn't an obvious target market that Apple can absolutely have a home run with with an Apple VR product?
But, I think that there's plenty of opportunities for them to actually get it right?
Plenty of opportunities for them to crap the bed as well? Yes, Apple's reputation in the gaming market sucks. So, there's plenty of room for improvement?
Re: the AppleTV, you're right, but I don't think we've seen the real final product there? I'm convinced that there was serious thought put into the 4K AppleTV and gaming on it? However, I think Apple realized that to make it the gaming machine that many want it to be, it needed a more powerful CPU/GPU package. I'm convinced that there's some AppleTV-targeted A-series chip that is so close to the M1 in performance that when it was decided that Apple was going to the M1 chip, that the AppleTV upgrade was sidelined, because no-one wanted the AppleTV to have the same perceived power as a maxed out M1 Mac mini? I think that after the M2/M1Extreme powered Macs start shipping, we'll see a significant long-overdue upgrade to the AppleTV.
Why Apple can't figure out controllers? God only knows. They really need to hire someone away from Sony or Microsoft at this point.
But, even then, the AppleTV is one of the more solid, trouble-free streaming boxes my customers use? I have customers that use Roku, FireTV, even xBox. They all complain about something, every time I see them? The AppleTV users mostly complain about streaming providers raising prices, if they have any complaints at all?
If Apple can deliver a VR product that works as well for people like that? It'll be a home run.
I'm happy to wait and see.
I expect that it'll be an overpriced stand-alone iVR headset that requires existing iOS apps be modified to run properly/at all on it?
I hope that it will offer all the connectivity I could ever want, and offer great image and sound quality and comfort at the same time.
One is an instant buy for myself, and I'm sure plenty of existing iOS, AppleTV, and Mac users.
The other? Meh?
The AR use case is everything on your watch and iPhone is at eye level, and able to be accessed without looking down at the watch or the phone. On a bike ride, you see you workout data and the Apple Map to your destination. While driving, you see the eta to your destination as well as the text from your spouse that it'd be great if you'd pick up some ice cream on the way home. For business, it's being able to overlay costing/materials data over a blueprint while at a job site? While traveling, an english translation of a sign on a nearby building. All at eye-level, all hands-free.
For this to work well, Apple really needs to make huge improvements to Siri. I've been waiting for years for Siri to be more useful/usable for how I'd like to use it. I'm still waiting. Maybe an AR product really needing Siri to be much better at what we want it to do in order for the AR product to work at all will push Apple into making the improvements many of us would like to see?
Again, I'm happy to wait and see? I'm hoping to be pleasantly surprised?