I’ve never expected AVP to match iPhones and iPads in terms of sales because it’s not priced competitively to do so and I’m sure Apple knew this. As a consumer I measure impact via sales rather than revenue though and if this product is being measured in revenue/profit entirely, it’s clearly done very well. If we measure it via the number of people using it on a global scale, it’s likely going to continue to be a niche product by default.
I don’t expect it to revolutionise the way ‘we’ approach computing as it’s a wearable device. That for me is the one thing that will prevent it becoming a mainstream computing device. The Apple Watch for example is an extremely successful wearable device in its own right, but I think still the vast majority of iPhone users don’t use one. A lot of that is down to preferences for not wanting to wear something and that for me will ultimately apply to something we need to wear on our face. I expect AVP to do well though and it clearly is.
I don't believe AVP was ever intended to be a general computing device, though it can certainly be used as one if someone desires that. Which would be awkward in most cases, as it would be for any AR/VR device.
Rather, AR/VR shines as an assistive device that helps people perform tasks (architecture/ interior-design/ landscape-design/etc walkthroughs, factory diagnosis, car repair, etc, surgeries, and on and on), educational purposes (exploring 15,000 year old cave paintings in Lascaux as if you were there, visiting the worlds museums, exploring the Coliseum as if you were there, etc), being able to "participate" in events such as a San Francisco marathon run with 20,000 other runners as if you were there, and traveling to and exploring different countries as if you were there, and on and on.
For a *niche* tech device costing $3,500, selling 400,000 units in just 5 months, with $1.4 billion in sales and $650 million in profit, is rather remarkable.