VR headsets with smartphones have led the charge to date, but Sony PlayStation VR, the HTC Vive, and Facebook Oculus Rift should further boost sales. PC upgrades will also stimulate headset sales.
For corporations, however, AR may be the better bet. IDC argues that AR will have a larger impact because experiences can be delivered via mobile devices without a somewhat clunky headset. Apple, Google, and Microsoft each have their own spin on AR. ODG, Meta, and Intel are also AR players.
Overall, AR is likely to have a lot of specific uses for various industries. Field support, training, and manufacturing are all natural fits for AR.