If they had 100% capture of the current consumer VR/AR market it would still have a tiny impact on their overall numbers. They use a new term because they feel

If they had 100% capture of the current consumer VR/AR market it would still have a tiny impact on their overall numbers. They use a new term because they feel the only way to succeed is to create a new product category. And that is part of why it is confusing - it doesn't feel like they could create a large enough market to matter for any device in the current VR/AR form factor, or even the idealized version of the current form.