Well, I think both augmented reality and head-mounted displays in general will be hugely successful in the next few years. If nothing else, it will become the defacto way to watch 3d content like movies and sports. Just wait until you get to watch a game via the 'ball cam'! Immersive 3d, not the shitty TV or movie version, is really going to propel 3d content into the mainstream.
Then you have games. Imagine a wireless head-mounted display that connects to your smartphone. Suddenly the small screen is no longer the limiting factor. You can have rich, immersive worlds on the go.
What remains to be seen is how profitable the market will be.