The top comments miss the big driver for the first couple of years: business applications that are remote and/or collaboration heavy. I think these can easily drive more demand than Apple can fulfill in the first few years. Such applications are very price-insensitive.

Also the military training applications are potentially enormous. The cost reduction in training with simulated environments is huge, there's already a lot of DOD investment in this. I don't know how quickly this will ramp up, though.