Are the AR/VR platform wars already won?

The AR/VR industry seems to have made its mind up on platforms, based on responses to Digi-Capital and AWE’s Global AR/VR Industry Survey (full details in Digi-Capital’s Augmented/Virtual Reality Report). While there are still opportunities for niche players and startups, clear standouts are now top of mind across the XR industry.At the top level, mobile AR matters more to the industry than either smartglasses or VR today. And in mobile AR, we’re really talking Apple’s ARKit and Google’s ARCore. For smartglasses, where most of the activity is enterprise-focused today, Microsoft HoloLens outweighs all others. For nascent consumer smartglasses, Magic Leap One is on top despite not being an actual consumer product yet (it’s primarily a developer product today). The least surprising result is Facebook and HTC platforms leading what VR companies cares about, and that’s before Oculus Quest launches next year.All of this could change as new platforms launch, particularly if Apple enters the smartphone-tethered smartglasses market (which Digi-Capital has forecast for late 2020 for a while now).