what makes Apple interesting to keep on eye for AR is that they are on the right track to make it happen. for example, the lidar used for FaceID and iPhone Pro will be used to track the surroundings with accuracy. their development of tiny batteries in AirPod and Watch help make the glasses lighter. custome SoC will allow it to be fast while energy efficient. this is their biggest advantage over other companies.

the only thing that we haven't seen is the transparent lens. there hasn't been any convincing HUD capable display in the market... even Microsoft's Hololens. creating a display that is transparent but provides high contrast even in daylight will be their biggest challenge.