For what it's worth, I have a very, very hard time believing that the _revenue_ in the AR/VR space outside of games is even 5% of the total. If it was a big market, you wouldn't see companies like Microsoft and to a lesser extent WEbex etc. floundering so hard with their non-game-focused products. Even 5% seems unbelievable generous given that, for example, Webex Hologram has $0 revenue and Microsoft's DoD Hololens project is all but dead on launch.