The area of AR/VR is not yet explored well by apple and with apple glass on the horizon, it has ample room to grow along with penetration of the ios ecosystem to more developing countries like India and China.

In india, the iphone SE has been a hit and with more push towards local manufacturing, the cheap, chinese phones are going to be squeezed out and the battle will be with samsung phones and apple will have a higher chance of adoption then.

Disclaimer: long on apple stock.