I mean, if we're talking right now -- it absolutely has not. IDC predicts ~12 million AR/VR headset shipments in 2024, which is up 46% from 2023 (which was down 8.3% from 2022) but the Apple Watch, even though it had massive sales declines in 2023, was estimated to have sold 36-38 million units in 2023 [2]. Its wearables category did $39 billion in revenue in fiscal year 2023, which analysts estimate about half is attributable to Apple Watch.

So right now, the entire AR/VR category is expected to ship 1/3 of the number of units of just the Apple Watch. Even if Apple sells 180,000 AVPs all with an MSRP of $4000 (so I'm being extra generous here), that's only $720m in revenue, or less than 3.7% of Apple Watch sales.

And that doesn't even factor in all the Apple Watch units that are in use, which realistically, is probably 125 - 150 million units.

Does that mean AVP or headsets like it won't ever achieve Apple Watch-like sales or adoption? Not at all. But it certainly isn't now and it's probably doing the category a disservice to expect it to reach those heights anytime soon, let alone pretend that just because awareness is super high that sales are guaranteed to follow.

[1]: https://www.idc.com/promo/arvr [2]: https://medium.com/@mingchikuo/apple-watch-estimates-and-pre...